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  • Financial Planning & Analysis (FP&A) Analyst - Puerto Rico

    Boston Scientific 4.7company rating

    Finance analyst job in San Juan, TX

    Additional Location(s): N/A Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance At Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools, information and training, we'll help you in advancing your skills and career. Here, you'll be supported in progressing - whatever your ambitions. About the role: Responsible for leading complex financial planning processes, consolidating strategic analyses, and providing direct financial advisory to senior leadership. This role influences business decisions through the design of advanced financial models, trend visualization, and coordination of key initiatives at the country, business unit, or functional level, aligned with Boston Scientific's strategic priorities. Key Responsibilities: * Lead the full financial planning cycle: forecasting, budgeting, and medium/long-term projections. * Coordinate financial performance analysis, identifying risks and opportunities for proactive recommendations. * Manage cross-functional financial projects with regional or corporate impact. * Develop advanced dashboards and executive reports for decision-makers. * Act as a business partner with strategic areas (sales, marketing, operations). * Evaluate investment cases, product profitability, mergers, acquisitions, and/or expansions. * Ensure the quality, consistency, and accuracy of all critical financial information. * Lead the implementation of improvements in financial processes, automation, and standardization. Job Requirements: * University degree in Finance, Accounting, Economics, or related fields. * Experience in financial analysis within multinational companies. * Advanced English * Advanced proficiency in Excel, financial modeling, and BI tools (Power BI, Tableau, etc.). * Experience using Oracle Hyperion and SAP. * Applied knowledge in Artificial Intelligence (AI) and financial automation is a plus. * Strong communication skills to interact with leadership and translate analysis into actionable recommendations. * Leadership without authority, proactivity, strategic thinking, and results orientation. Key Competencies: * Functional Knowledge: Technical expert; applies financial knowledge to highly complex contexts. * Business Expertise: Understands the commercial environment, financial impact, and how to influence strategic decisions. * Leadership: Leads key initiatives, guides other analysts, and coordinates cross-functional projects. * Problem Solving: Develops innovative solutions for complex and ambiguous challenges. * Impact: Directly influences high-level decisions; drives measurable results. * Interaction: Communicates persuasively with senior stakeholders; presents analysis in executive forums Requisition ID: 622465 The anticipated annualized base amount or range for this full time position will be $41,200 to $59,700 , plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at *************************** Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs. For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability. As a leader in medical science for more than 40 years, we are committed to solving the challenges that matter most - united by a deep caring for human life. Our mission to advance science for life is about transforming lives through innovative medical solutions that improve patient lives, create value for our customers, and support our employees and the communities in which we operate. Now more than ever, we have a responsibility to apply those values to everything we do - as a global business and as a global corporate citizen. So, choosing a career with Boston Scientific (NYSE: BSX) isn't just business, it's personal. And if you're a natural problem-solver with the imagination, determination, and spirit to make a meaningful difference to people worldwide, we encourage you to apply and look forward to connecting with you! At Boston Scientific, we recognize that nurturing a diverse and inclusive workplace helps us be more innovative and it is important in our work of advancing science for life and improving patient health. That is why we stand for inclusion, equality, and opportunity for all. By embracing the richness of our unique backgrounds and perspectives, we create a better, more rewarding place for our employees to work and reflect the patients, customers, and communities we serve. Boston Scientific is proud to be an equal opportunity and affirmative action employer. Boston Scientific maintains a prohibited substance free workplace. Pursuant to Va. Code § 2.2-4312 (2000), Boston Scientific is providing notification that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and that violations will result in disciplinary action up to and including termination. Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company's policies or protocols change with regard to COVID-19 vaccination. Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law. Nearest Major Market: Puerto Rico Nearest Secondary Market: San Juan Job Segment: ERP, Financial, Financial Analyst, Compliance, Oracle, Technology, Finance, Legal
    $41.2k-59.7k yearly 6d ago
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  • Senior Financial Planning & Analysis Analyst

    Michels Corporation 4.8company rating

    Finance analyst job in Brownsville, TX

    Improving America's infrastructure isn't for the weak. It takes grit, determination, and hard work to execute high impact projects. Michels Corporation engages 8,000 people and 18,000 pieces of heavy equipment in our insatiable drive to be the best. We have a diverse market footprint within the US and across the globe. Our work improves lives. Find out how a career as a Senior Financial Planning & Analysis Analyst can change yours. The Senior Financial Planning & Analysis Analyst plays a pivotal role in strengthening the global Finance value chain across the Michels family of companies. This position requires deep expertise in financial reporting, including interpreting financial statements and analyzing key financial and operational metrics. Success in this role hinges on the ability to manage multiple projects and priorities, maintain exceptional attention to detail, communicate complex financial concepts to non-financial stakeholders, and demonstrate strong analytical and problem-solving skills. Why Michels? * We are consistently ranked among the top 10% of Engineering News-Record's Top 400 Contractors * Our steady, strategic growth revolves around a commitment to quality * We are family owned and operated * We invest an average of $5,000 per employee on training each year * We reward hard work and dedication with limitless opportunities * We believe it is everyone's responsibility to promote safety, regardless of job titles. * We offer a comprehensive benefits program, including Health, Dental, Life, Flexible * Spending Accounts, Health Savings Account, Short Term and Long-Term Disability Insurance, 401(k) plan, Legal Plan, and Identity Theft and Monitoring Plan. Depending on your position and location you may participate in a different benefit plan. Why You? * Assist in the assembly and analysis of monthly financial performance * Recognize and resolve discrepancies issues in financial data, taking the initiative to ensure reports stay accurate and reliable * Coordinate business performance updates, management results presentations, and standardized reporting * Working with finance leaders to establish analytics, benchmarking, and financial modeling to uncover opportunities for performance improvement * Collaborate across the business to assist in forecasting, tracking KPIs, and supporting forward-looking financial planning * Connect with other finance team members to share ideas, learn, and support each other's growth What it takes: * Bachelor's Degree (or equivalent) in Accounting, Finance, or related field * 5+ years of progressive financial management experience * Strong analytical skills, research capabilities and overall business acumen * Excellent communicator with the ability to actively listen and clearly convey key messages * Proficiency with Microsoft Office Suite Applications (Word, Excel, PowerPoint, Outlook) * Project experience and business consultant skills are (desired) * Experience working on project teams comprising at least three-four individuals is (desired) * Experience with Power BI and ERP (desired) AA/EOE/M/W/Vet/Disability ***************************************************
    $89k-114k yearly est. Auto-Apply 36d ago
  • Payne Edinburg CDJR Experienced Finance Manager

    Payne MGT

    Finance analyst job in McAllen, TX

    Job Description We are seeking a Finance Manager for Payne Edinburg CDJR to oversee financial activities and personnel. The Finance Manager will be responsible for financial planning, budgeting, and reporting, as well as analyzing financial data to support business decisions. **Qualifications:** - Preferred but not required bachelor's degree in Finance, Accounting, Business Administration. - 3-5 years of experience as a Finance Manager in an automotive dealership setting. - Strong knowledge of financial regulations and compliance standards. - Proficiency in financial management software and MS Office. - Excellent analytical and problem-solving skills. - Strong leadership and communication abilities. **Responsibilities:** - Develop financial strategies and plans to meet dealership objectives. - Prepare and review financial statements, budgets, and forecasts. - Monitor financial performance and identify areas for improvement. - Manage cash flow, banking relationships, and financial transactions. - Ensure compliance with financial regulations and internal policies. - Supervise and train finance department staff. - Collaborate with other departments to support overall business goals. - Present financial reports and recommendations to senior management.
    $68k-100k yearly est. 3d ago
  • Finance Manager - Automotive Dealership

    Hiring Winners

    Finance analyst job in McAllen, TX

    We have an outstanding opportunity for a results-driven and experienced Finance Manager to join our team. The Finance Manager is responsible for overseeing the finance and insurance (F&I) process, ensuring compliance, maximizing profitability, and providing an exceptional customer experience. Compensation Competitive Pay Plan - Earn up to 14.75% of Gross Finance Profit Job Responsibilities Offer finance and insurance products to customers, securing the best terms while maximizing dealership profitability. Structure loan and lease deals to ensure compliance with lender guidelines and dealership policies. Present and sell extended service contracts, protection packages, and other value-added products. Maintain strong relationships with lenders and financial institutions to secure competitive rates and approvals. Ensure all transactions are accurate, transparent, and comply with federal, state, and local regulations. Work closely with the sales team to streamline the financing process and improve overall customer satisfaction. Review and finalize financial paperwork, ensuring accuracy and completion. Maintain a high level of customer service and satisfaction throughout the sales and financing process. Stay up to date with industry trends, financing options, and compliance requirements. Requirements Proven experience in automotive finance and insurance (F&I), with a strong track record of success. In-depth knowledge of dealership financing processes, lender guidelines, and compliance regulations. Strong sales, negotiation, and customer service skills. Ability to work in a fast-paced environment while maintaining attention to detail. Excellent communication and interpersonal skills. Proficiency in dealership management software and F&I tools. Valid driver's license and ability to pass a background check. This is an excellent opportunity for a motivated finance professional to maximize earnings while providing top-tier service to our customers.
    $68k-100k yearly est. 60d+ ago
  • Licensed Financial Advisor

    Lone Star National Bank 3.2company rating

    Finance analyst job in McAllen, TX

    Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships. The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties, as assigned, including cross training across other departments, as necessary. Prospects within the financial institution by partnering with customer contact associates to identify potential business clients and expand existing customer relationships Engages in effective sales calls and related activities that enable access to those customers who may not frequently use the traditional branch system Prospects outside the financial institution in order to identify and bring in new customer relationships utilizing CRM reports, involvement in civic and community involvement, and related activities Utilizes effective needs-based relationships building sales strategies and sales performance metrics Participates in job specific training and other various Bank training programs, as necessary Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML Qualifications QUALIFICATIONS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. A self-starting team player with a four-year Bachelor's degree in Finance or a related discipline from an accredited college or university FINRA Series 6 or Series 7, FINRA Series 63, and Life and Health Insurance licenses An equivalent amount of experience and education may be substituted in lieu of the degree requirement All licensing must be kept current and maintained in good standing Must be hard working team player with professional attitude, sales aptitude, and ability to work with minimal supervision Skills should include typing 45 wpm, 10 key calculator, word processing and spreadsheet software, and telephone Excellent organizational, interpersonal, communication and customer relation skills Visual and mental concentration are necessary for accurately performing tasks, working at computer for long periods of time, working in a fast paced environment and handling frequent interruptions Bilingual skills in English and Spanish are required ORGANIZATION This position reports to the Investment Brokerage Manager This position does not oversee other positions TRAINING REQUIREMENTS All employees are required to attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. In all situations, employees must ensure that their actions fully comply with all federal banking laws and regulations, including internal bank policies and procedures. Failure to adhere to these requirements will be grounds for disciplinary action, including probation and possible termination. COMMUNITY INVOLVEMENT Lone Star National Bank's Mission Statement includes a commitment to helping our communities grow by serving them with pride and integrity. All employees are encouraged to volunteer for bank sponsored activities, civic, charitable and community events and to be active in the communities we serve. LSNB is an Equal Opportunity/Affirmative Action Employer and does not discriminate in the recruitment, hiring, and conditions of employment on the basis of race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, marital status, disability, age, veteran status, or any other status as protected by applicable laws. Management reserves the right to change this position description at any time according to business needs.
    $63k-114k yearly est. 15d ago
  • Bert Ogden Cdjr Finance Manager

    Bert Ogden Harlingen Motors 3.8company rating

    Finance analyst job in Harlingen, TX

    Full-time Description BERT OGDEN CDJR FINANCE MANAGER Finance and Insurance Manager DEPARTMENT: Sales REPORTS TO: General Manager PURPOSE: The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. ESSENTIAL DUTIES: · Treat customers in accordance with dealership policies. · Ensure that the proper follow-up schedule is attached to all completed sales. · Ensure that all necessary customer satisfaction forms have been completed and turned in. · Work with the service department to provide additional warranty information as necessary. · Work with sales staff on computer follow-up system. · Maintain daily log sheet and tabulate total, share with sales manager. · Sell financing and credit life, accident and health insurance to customers. · Establish and maintain good working relationships with several finance sources, factory and otherwise. · Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. · Submit paperwork to and obtain approval from finance sources on all finance deals. · Instruct salespeople in the methods of selling financing. · Work with sales manager to secure a reasonable profit from every sale. · Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. · Attend managers' meetings. · Seek insurance companies for insurance paper. · Maintain insurance files. · Acquire/maintain licenses for selling insurance. · Maintain a daily operating control. · Prepare monthly penetration reports on finance penetration and share with sales manager. · Check all paperwork for correct in title, lien information, taxes, etc. · Establish and meet monthly objectives. · Assist sales manager in the “outside call” program. · Prepare and participate in sales meetings. · Work with sales staff in negotiating a sale in the sales manager's absence. · Monitor alternately with sales manager the lot traffic and compare with daily log sheet. · Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must be able to pass a hair follicle drug screening. Must be able to pass a background check screening. Bert Ogden Auto Group Is An Equal Opportunity Employer
    $76k-99k yearly est. 60d+ ago
  • Payne Edinburg CDJR Experienced Finance Manager

    Payne Auto Group 2.8company rating

    Finance analyst job in Edinburg, TX

    We are seeking a Finance Manager for Payne Edinburg CDJR to oversee financial activities and personnel. The Finance Manager will be responsible for financial planning, budgeting, and reporting, as well as analyzing financial data to support business decisions. Qualifications: * Preferred but not required bachelor's degree in Finance, Accounting, Business Administration. * 3-5 years of experience as a Finance Manager in an automotive dealership setting. * Strong knowledge of financial regulations and compliance standards. * Proficiency in financial management software and MS Office. * Excellent analytical and problem-solving skills. * Strong leadership and communication abilities. Responsibilities: * Develop financial strategies and plans to meet dealership objectives. * Prepare and review financial statements, budgets, and forecasts. * Monitor financial performance and identify areas for improvement. * Manage cash flow, banking relationships, and financial transactions. * Ensure compliance with financial regulations and internal policies. * Supervise and train finance department staff. * Collaborate with other departments to support overall business goals. * Present financial reports and recommendations to senior management.
    $80k-100k yearly est. 5d ago
  • Bert Ogden Fiesta Nissan Edinburg Finance Manager

    Fiesta Nissan

    Finance analyst job in Edinburg, TX

    Full-time Description The Finance & Insurance Manager is responsible for producing additional revenue for the dealership by selling finance and insurance programs to new and used car customers. Treat customers in accordance with dealership policies. Ensure that the proper follow-up schedule is attached to all completed sales. Ensure that all necessary customer satisfaction forms have been completed and turned in. Work with the service department to provide additional warranty information as necessary. Work with sales staff on computer follow-up system. Maintain daily log sheet and tabulate total, share with sales manager. Sell financing and credit life, accident and health insurance to customers. Establish and maintain good working relationships with several finance sources, factory and otherwise. Keep the general manager and sales manager apprised of all special programs sponsored by any financial source. Submit paperwork to and obtain approval from finance sources on all finance deals. Instruct salespeople in the methods of selling financing. Work with sales manager to secure a reasonable profit from every sale. Set up finance forecasting in conjunction with sales department forecasting to achieve a desired percent of penetration and income. Attend managers' meetings. Seek insurance companies for insurance paper. Maintain insurance files. Acquire/maintain licenses for selling insurance. Maintain a daily operating control. Prepare monthly penetration reports on finance penetration and share with sales manager. Check all paperwork for correct in title, lien information, taxes, etc. Establish and meet monthly objectives. Assist sales manager in the “outside call” program. Prepare and participate in sales meetings. Work with sales staff in negotiating a sale in the sales manager's absence. Monitor alternately with sales manager the lot traffic and compare with daily log sheet. Maintain a thorough knowledge of the policies and procedures of the sales department. Requirements Must be 21 years old or older. Must have a Valid Texas Driver License Must pass a hair follicle drug screening. Must pass a background check screening. EMPLOYMENT BENEFITS INCLUDE: Paid Vacation and Holidays 401(K) Vision Insurance Dental Insurance Medical Insurance BERT OGDEN IS AN EQUAL OPPORTUNITY EMPLOYER
    $68k-100k yearly est. 60d+ ago
  • Finance Manager

    Charlie Clark Auto Group

    Finance analyst job in Harlingen, TX

    Finance and Insurance (F&I) Manager - Automotive This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Life insurance Opportunities for advancement Paid time off Vision insurance About Us: At Charlie Clark Auto Group, (AMARU), we lead with LOVE in everything we do, towards our people, our community, our family, and our faith. Rooted in the enduring values and legacy of Charles and Dorothy Clark, Maricruz Aurora Aguirre, Nana, and those who paved the way before us, LOVE is the driving force behind everything we do. Join us and be part of our ORALÉ TEAM!
    $67k-100k yearly est. 37d ago
  • Finance Manager - Bert Ogden Toyota

    Bert Ogden Automotive Group 3.2company rating

    Finance analyst job in Harlingen, TX

    Job Description Finance and Insurance (F&I) Manager - Bert Ogden Toyota This is an incredible opportunity for an experienced professional who is excited by automotive F&I and passionate about customer service. We are currently seeking an F&I manager to join our amazing team. We need a leader with a strong focus on compliance requirements and product knowledge, who can train bright new talent, clearly communicate product features and benefits, and who can confidently close the sale. Job Responsibilities Contract new business, sell and close deals Generate finance income on all sold customers Check/verify paperwork involved with cash, finance or loan transactions Contract or collect all money at closing Seek bank approval on financed and leased deals Maintain a working knowledge of leases, “balloons”, etc. Promote Credit Life/Accident & Health sales Assist in acquiring approval from lenders Understand all programs and rate options offered by our lenders Solicit extended warranty sales (aftermarket) Handle all cancellations for extended warranties and credit life Compensation Compensation is based on experience and commensurate with Fortune 500 companies. Top performers in this position have an earning potential of $XXX,XXX or more. Benefits In addition to career-long personal development, our associates enjoy a number of benefits, including: Health, Vision & Dental Insurance Paid Vacation Paid Holidays Incentives About Our Dealership We are not your typical auto group. Here at Bert Ogden Auto Group, we actually look out for our community. Whether we are supporting a fundraiser through a local school or working with a local charity or organization, we are always doing as much as we can to improve South Texas. It's good to know, that when you shop with Bert Ogden Auto Group, you are supporting a local business that keeps its money right here in South Texas. We are proud to call South Texas our home, and with 18 different dealerships and 23 lines from which to serve you, we are bound to have a location in your neighborhood. We serve countless cities, towns, and communities including McAllen, Mission, Harlingen, Edinburg, and all points in between. If you live, work, or travel in South Texas, then allow Bert Ogden Auto Group to welcome you at one of our dealerships with open arms. We hope to work with you soon.
    $74k-113k yearly est. 17d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Brownsville and McAllen, TX

    Jpmorgan Chase & Co 4.8company rating

    Finance analyst job in McAllen, TX

    JobID: 210699303 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities * Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity * Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management * Demonstrate a deep understanding of financial markets and sound business judgement * Exhibit unwavering integrity that points toward doing right by clients at every opportunity * Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments * Provide a holistic view of clients' needs and financial coaching beyond investments * Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills * At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners * Demonstrated ability and commitment to goals-based planning and advice * A valid and active Series 7 * A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment * A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills * Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: * NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $57k-103k yearly est. Auto-Apply 18d ago
  • Financial Analyst

    Pronto General Agency

    Finance analyst job in Brownsville, TX

    Pronto General Agency, LTD is a managing general agency based out of South Texas that was established in 2005. From its inception, Pronto has been committed to providing a high value insurance product through competitive pricing, superior claims handling and excellent customer service. Pronto has emerged in the insurance market through its captive agencies, independent agents and franchise locations. Job Description Financial Analyst Job Duties and Responsibilities Determines cost of operations by establishing standard costs; collecting operational data. Identifies financial status by comparing and analyzing actual results with plans and forecasts. Guides cost analysis process by establishing and enforcing policies and procedures; providing trends and forecasts; explaining processes and techniques; recommending actions. Develops complex financial forecasts with detail to support the result. Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management. Reconciles transactions by comparing and correcting data. Recommends actions by analyzing and interpreting data and making comparative analyses; studying proposed changes in methods and materials. Increases productivity by developing automated accounting applications; coordinating information requirements. Contributes to team effort by accomplishing related results as needed. Performs complex financial formulas required to evaluate return on investment. Knowledge, Skills & Abilities Requirements -Strong knowledge of GAAP accounting principles and procedures. -Advanced excel based skills for financial analysis and modeling and large data analysis experience. -Ability to make routine decisions in accordance with GAAP based policies and procedures. -Ability to recognize and correct departures from GAAP budgetary practices and procedures. -Ability to follow, prepare and present complex oral and written instructions. -Ability to perform standardized and statistical computations. -Strong communications skills both written and verbal. Pronto Insurance offers our Full Time Employees the following benefits · Medical, Dental, Vision Plans · Disability & Life Insurance · 401(k) Retirement Plan · Paid Vacations, Personal Days & 6 Paid Holidays! Please apply directly at our website! ****************************************** Qualifications Bachelor of Business Administration, major in Accounting or Finance 5 - 10 years in progressive experience in a financial environment Experience in Big 4 a plus (PWC, E&Y, Deloitte or KPMG) Public accounting experience a plus Excellent communication skills both oral and written Proficient in relevant computer software (Accounting software, Microsoft Office) Language: English required, bilingual preferred Additional Information Please apply directly at ****************************************************
    $47k-72k yearly est. 60d+ ago
  • Controller

    Forza Steel

    Finance analyst job in Brownsville, TX

    This position is located at our Brownsville, Texas manufacturing facility. The Controller will be responsible for overseeing all financial and accounting activities, including budget management, financial analysis, tax planning and compliance, forecasting, accounts payable, accounts receivable, cost accounting, and financial reporting. The ideal Controller will be hands on, will thrive in a fast-paced organization, is well versed in working with senior management, is able to take effective action and lead a team with little oversite, is highly adaptable, and will be eager to join a motivated and growing team environment. Must be able to work in a fast-paced environment and have a high level of diplomacy and confidentiality. Qualifications KEY RESPONSIBILITIES: Planning, directing and coordinating all accounting operational functions Managing the accumulation and consolidation of all financial data necessary for an accurate accounting of consolidated business results Coordinating and preparing internal and external financial statements Coordinating activities of external auditors Providing management with information vital to the decision-making process Managing the budget process Assessing current accounting operations, offering recommendations for improvement and implementing new processes Evaluating accounting and internal control systems Evaluating the effectiveness of accounting software and supporting database, as needed Developing and monitoring business performance metrics Overseeing regulatory reporting, frequently including tax planning and compliance Hiring, training and retaining skilled accounting staff REQUIRED SKILLS/ABILITIES: Must have 5 years of manufacturing experience Strong communication and organizational skills Ability to work under pressure with tight deadlines Computer literate in Microsoft Office - with emphasis on Excel SAP Must be respectful, honest, and demonstrate a strong work ethic EDUCATION: Bachelor's Degree in Accounting or Finance PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 20 pounds at times. Must be able to access and navigate each department at organization's facilities. may be made to enable individuals with disabilities to perform the essential functions. Must be able to stand, and sit for prolonged periods of time, bend, kneel, squat, and twist.
    $74k-109k yearly est. 15d ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Southwest Texas (Brownsville/ McAllen/ Laredo, TX and surrounding areas)

    Chase 4.4company rating

    Finance analyst job in Brownsville, TX

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $60k-123k yearly est. Auto-Apply 60d+ ago
  • FINANCIAL AID ADVISOR

    The College of Health Care Professions 4.1company rating

    Finance analyst job in McAllen, TX

    Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay
    $35k-40k yearly est. Auto-Apply 60d+ ago
  • J.P. Morgan Wealth Management - Private Client Advisor - Brownsville and McAllen, TX

    JPMC

    Finance analyst job in Brownsville, TX

    At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
    $55k-117k yearly est. Auto-Apply 18d ago
  • Pricing Analyst (Fixed-term)

    GTT Communications 4.6company rating

    Finance analyst job in Solis, TX

    GTT is a leading networking and security as a service provider for multinational organizations, simply and securely connecting people and machines to data and applications - anywhere in the world. We serve thousands of organizations, bringing together the right people, partners and technology to reduce the burden on IT teams and solve the most pressing networking and security challenges. Built on our top-ranked global Tier 1 network, GTT Envision is a single global technology platform to connect, orchestrate, virtualize and automate enterprise networks, enabling customers with consumable solutions to achieve business missions and meet ongoing demand when, where and how needed. Our portfolio includes SASE, SD-WAN, security, internet, voice and other connectivity options, complemented by a suite of professional services and exceptional sales and support teams in local markets around the globe. We partner with our customers to deliver Greater Technology Together. For more information, please visit ************ Role Summary: The pricing team is responsible for the commercial approval of orders brought into the business, from small deals up to multi-million-pound bids. They also provide reporting information on prices and margins that allow the larger business decisions to be taken. Job Scope/Supervision: The pricing team works closely with the bid management team to ensure that GTT can provide fast responses to any RFPs. Duties and Responsibilities: * Develop an understanding of the cost base of all of GTT's products and services. * Engage with Pricing Manager and assist in pricing deals and bids. * Price non-standard deals manually, where required. * Escalate other pricing requests to the relevant Product Manager as fast and efficiently as possible. * Facilitate the rapid closure of deals while also optimizing GTT's margins. * Assist the bid team with bid coordination when required. * Ad hoc requests Required Experience/Qualifications: * Professional and articulate. * Able to communicate effectively with internal and external parties. * Numerate. * Ability to work in a timely and accurate fashion. * Strong attention to detail. * Flexible and self-motivated, team player. * Must have excellent spoken and written English. * Good Excel skills; ideally to include; Pivot Tables and VLookUp #LI-Remote #LI-VK1
    $51k-73k yearly est. Auto-Apply 35d ago
  • 211 - Senior Budget Analyst

    City of Brownsville 2.8company rating

    Finance analyst job in Brownsville, TX

    Title: 211 - Senior Budget Analyst Department: Financial Services Rate of Pay: $60,235 - $73,787 - DOQ Job Summary The purpose of a Budget Analyst is to perform complex budget preparation and analysis work. The class is responsible for assisting the Budget Officer in the coordination of budgetary activities, reviewing and analyzing department budgets and performance measures. Works with City departments and senior management staff to ensure compliance with the annual capital expenditure plan or adopted operating budgets; assist Budget Officer in the development and monitoring of information and reports to provide decision - making tools related to capital plans and fund projections; and creates new funds to address needs of assigned departments. Competencies Ethical Practice Effective Communication Customer Focus Time Management Critical Thinking Key Functions/Knowledge/Skills • Assist the Budget Officer by developing, preparing, and assisting the City Administrator with the presentation and implementation of the City's annual budget. • Participate in the development of the department's annual budget. Conduct reviews of departmental operations, and budget requests, analyze complex funding structures and restrictions, and recommend funding levels. • Analyze and recommend costs and benefits of alternative methods of financial management of programs and administrative operations. • Assist the Budget Officer to coordinate, compile, plan, and directs the long-term Capital Improvement Program for the City. • Assists departments and senior management staff in ensuring compliance with annual operating, capital outlay, and capital improvement plans; develops and monitors information and processes, such as capital project management reports, fund appropriation approval requests, expenditure reconciliations, and criteria for closing capital projects; and updates capital plans and/or fund projections. • Coordinates and monitors the implementation of new budget initiatives adopted by the City Commission, compiles, and reviews plan implementation, and provides monthly status updates. • Assists in Developing and proposing policies and procedures for budget development and administration and assists with the design of the on-line budget application to streamline the budget process using advanced technology. • Perform budget formulation and cost estimates to support plans, programs, and activities. • Review and evaluate budget requests. • Control and report obligations and expenditures. • Participate and assist in special projects when necessary. Minimum Education & Experience Ph.D./J.D./P.E., etc. (no experience), or master's degree plus three years of experience, or bachelor's degree plus five years of experience, or associate's degree plus seven years of experience, or high school graduation or GED plus nine years of experience. Special Certifications & Licenses Valid Texas Driver's License. Independence & Judgement Noticeable judgment; must plan for long-term; must recognize and resolve problems and situations through appropriate means applying specific types of procedures to issues without indicated guidance or destination, addresses issues that need attention, etc.; involves freedom in selection of work methods among approved routines, setting of priorities, or sequencing of tasks within established schedules. Initiative & Ingenuity Greater level of knowledge when applying guidelines and interpretation of available options to non-standard situations; division goals drive priorities. Supervisory & Responsibility Lead person in small work group; does not specifically assign work but is looked to for guidance. Financial Responsibility Calculates amounts due, using some judgment; receives and processes larger amounts (several thousand dollars on one day not uncommon); balances receipts and cash from one or more other employees; monitors budget; brings problems to attention of supervisor; has substantive input into overall organizational budget. Level & Frequency of Outside Contact Direct contact may be infrequent but may require considerable tact and courtesy when it does occur. Physical Demands Office job with little or occasional light physical effort. Responsibility for Equipment & Property Responsible for use of equipment/property such as office equipment, supplies, etc., which are used in office. Working Conditions Office job, no adverse conditions. Other Requirements The City of Brownsville requires all employees to successfully pass a Drug & Alcohol and a physical examination and a Background Check. ADA Requirements The City of Brownsville is an Equal Opportunity Employer. ADA requires the City to provide reasonable accommodations to qualified individuals with disabilities. Prospective and current employees are invited to discuss accommodations. Benefits The City of Brownsville offers a comprehensive benefits package designed to support its employees' well-being and future. Employees participate in a robust retirement plan through the Texas Municipal Retirement System (TMRS) City to Employee Matching Ratio 2:1, with eligibility for retirement after 5 years of service at age 60 or 20 years of service at any age. The City provides exceptional health benefits, including medical, dental, and life insurance plans for employees and their families, along with vision coverage for employees enrolled in health insurance through MetLife. Employees and their dependents can also access care at Frontier Clinic at no cost when covered by the City's health plan. Additionally, pet insurance is available as a voluntary benefit. Employees have access to deferred compensation plans through Equitable and supplemental insurance options from AFLAC and Colonial Life. Full-time employees accrue 10 sick days and 15 vacation days annually. The City offers parental leave concurrent with FMLA for eligible employees, longevity pay, and 100% tuition assistance up to $5,000 annually. Furthermore, Brownsville observes 14 holidays per year, plus two floating holidays, giving employees a balanced and rewarding work-life experience. Starting in fiscal year 2025, employees will have access to flexible scheduling options as part of our commitment to work-life balance. EEOC Statements The City of Brownsville does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factors.
    $60.2k-73.8k yearly 60d+ ago
  • Senior Accountant

    Tri-County Healthcare 3.9company rating

    Finance analyst job in Harlingen, TX

    The Senior Accountant will play a critical role in managing the financial integrity of the organization, ensuring accurate financial reporting, and supporting key financial decisions. This position is ideal for a detail-oriented professional with a strong background in accounting and financial management. Essential Duties and Responsibilities The essential functions include, but are not limited to, the following: Financial Reporting and Analysis: Prepare and analyze monthly, quarterly, and annual financial statements. Ensure compliance with GAAP or other relevant accounting standards. Assist in preparation of budgets and forecasts. General Ledger Management: Oversee and maintain the general ledger, including journal entries and reconciliations. Perform month-end and year-end close processes. Ensure all transactions are properly documented and recorded. Accounts Payable/Receivable: Monitor accounts payable and accounts receivable to ensure timely processing. Reconcile discrepancies and address vendors or customer inquiries. Audit and Compliance: Prepare documentation and reports for internal and external audits. Ensure compliance with federal, state, and local finance regulations. Process Improvement: Identify and implement process improvements to increase efficiency and accuracy. Develop and enforce accounting policies and procedures. Team Collaboration: Provide guidance and mentorship tp junior accounting staff. Collaborate with other departments to support organizational goals. Minimum Qualifications (Knowledge, Skills, and Abilities) Bachelors degree in Accounting, Finance, Business, or a related field (CPA or equivalent certification preferred) 3+ years progressive accounting experience (Senior-level experience required) Proficiency in Accounting Software ( e.g., Quickbooks, NetSuite) ad MS Office Suite, especially Excel. Strong knowledge of GAAP and regulatory compliance requirements. Exceptional analytical, problem-solving, and organizational skills. High attention to detail and ability to meet tight deadlines. Strong communication and interpersonal skills. Weekly Schedule: Monday to Friday 8am-5pm Work Location: In Person Why Join Our Team?: Full Benefit Package (Health, Vision and Dental) PAID TIME OFF Matching Retirement Plan Teladoc Health Plan (Free to employees) Life Insurance (Free to employees) We look forward to hearing from you. Please call us at ************ or send resume via email to *******************************
    $51k-72k yearly est. Easy Apply 12d ago
  • FINANCIAL AID ADVISOR

    Chcp Austin

    Finance analyst job in McAllen, TX

    Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you love working closely with people? If your answer is yes, this career may be just perfect for you. You responsibilities will include developing, negotiating, and finalizing student financial aid plans in accordance with state, federal, accreditation, and company policies and regulations for awarding and packaging financial aid for our CHCP students. This includes counseling students about financial aid available based upon their acceptance at School and other matters relevant to student financial aid planning and packaging. Qualifications: High School Diploma or equivalent required. Basic knowledge of federal and state regulations which may impact Title IV funding. Basic knowledge of CampusVue database (preferred). Experience: Previous experience working with and technical knowledge of student financial aid programs preferred. At least two years' experience working in a post-secondary institution. Benefits: Health insurance Paid time off 401K with matching Major Holidays off Competitive Pay
    $27k-38k yearly est. Auto-Apply 60d+ ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Edinburg, TX?

The average finance analyst in Edinburg, TX earns between $39,000 and $87,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Edinburg, TX

$58,000

What are the biggest employers of Finance Analysts in Edinburg, TX?

The biggest employers of Finance Analysts in Edinburg, TX are:
  1. Ryder System
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