Financial Advisor
Finance analyst job in Carrollton, TX
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-USFATA
Financial Advisor
Finance analyst job in North Richland Hills, TX
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
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Security Operations Center Analyst
Finance analyst job in Irving, TX
Our client is currently seeking a Information Security Analyst.
***W2 Only - No corp to corp and no 1099
SOC Analyst
Irving, Texas - Hybrid onsite 3 days per week
Pay: $53-$57 Hour
12+ month contract
About the Role
In this contingent resource assignment, you will support Information Security Engineering initiatives by contributing to moderately complex projects and deliverables. You'll apply your technical expertise to analyze challenges, support large‑scale planning efforts, and collaborate with cross‑functional partners to ensure high‑quality security outcomes.
Responsibilities
Consult on or participate in moderately complex initiatives within Information Security Engineering.
Contribute to large‑scale planning and execution of Information Security Engineering deliverables.
Review and analyze security engineering challenges requiring in‑depth evaluation of variable factors.
Support the resolution of moderately complex issues by applying knowledge of security functions, policies, procedures, and compliance requirements.
Collaborate closely with client personnel and internal partners to meet engineering objectives and ensure alignment with organizational standards.
Minimum Qualifications
4+ years of experience in Information Security Engineering, or equivalent experience through a combination of professional work, consulting, training, military service, or education.
Preferred Skills
Experience with Palo Alto and Fortinet technologies
Strong troubleshooting capabilities
Development experience (tools, scripts, or automation)
Excellent communication skills
Power BI Reporting Analyst
Finance analyst job in Farmers Branch, TX
Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services to include mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of homeownership while working toward their long-term financial goals.
We are currently looking for a Client Reporting Analyst to join our team.
Reporting to the EVP, Asset Management, this position plays a vital role in supporting investor relations by preparing and delivering a comprehensive suite of monthly accounting reports tailored to the needs of assigned clients. This position compiles and validates financial data, ensuring timely and accurate reporting, and maintaining compliance with client-specific requirements and regulatory standards.
This position processes loan transfers and performs detailed reconciliation of servicing transactional data. Additionally, this role also serves as a point of escalation for complex issues, including discrepancies in loan data and reporting anomalies, requiring resolution beyond standard servicing procedures.
The ideal candidate must be able to complete all physical requirements of the job with or without a reasonable accommodation. While performing the duties of this job, the employee is required to sit as well as work at a computer for extended periods of time, utilizing a keyboard and mouse. The employee should be able to communicate by telephone, email, and face-to-face.
Qualifications Include:
Bachelor's degree in Business or related field (or equivalent combination of years of experience with High School Diploma/GED) required
3+ years' experience in Investor Reporting or Investor Accounting required
3+ years' experience with data visualization platforms like PowerBI, Tableau, or similar.
2+ years' experience in the mortgage industry, including servicing, processing rules, and guidelines
Familiarity with custodial account reconciliation and expected cash testing is preferred
Proven ability to work effectively in a fast-paced, deadline-driven environment
Experience with Black Knight MSP preferred
Strong skills in the MS Office Suite with advanced Excel skills for data compilation and analysis
Strong verbal and written communication skills
Strong interpersonal skills
Strong analytical skills
Strong problem-solving, data collection, analysis, and decision-making skills
Solid decision-making abilities coupled with sound judgment
Strong time management skills
Ability to prioritize numerous tasks and manage shifting priorities
Client-focused with strong execution skills and results orientation
High level of precision with attention to detail and consistency
Flexible, open to change, and able to learn new things quickly
Ability to work in a collaborative environment and provide guidance for working groups
Featured Benefits
Medical, Dental, and Vision Insurance
Company Paid Life Insurance
Disability Insurance
Pet Insurance
401(k) Program with Employer Matching
3 Weeks Paid Time Off (PTO)
Paid Holidays
Wellness Initiatives
Employee Assistance Program
Eligible for Hybrid Work Schedule with Remote Flex Days
Compensation
The hiring range for this position is between $75,000.00-$90,000.00 annually
This position is eligible for an annual discretionary bonus
Fay Cares!
The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders.
At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to *********************
Oracle Fusion Finance Consultant
Finance analyst job in Dallas, TX
Oracle Fusion Cloud - Finance Consultant
12-Month Contract
75225 Dallas, TX | Hybrid (4 days onsite, 1 day remote)
About the Company
Our client is a well-established organization currently undergoing a significant Oracle Cloud transformation. This is an exciting opportunity to join during a critical phase of their ERP implementation, where your expertise will directly impact the success of their financial systems and reporting capabilities.
Job Description
We are seeking an experienced Oracle Fusion Cloud Finance Consultant to support an ongoing Oracle implementation initiative. This role focuses on resolving financial reporting challenges, optimizing performance management (EPM), and providing comprehensive support for Oracle Enterprise Cloud modules. You'll play a key role in addressing system alignment issues and ensuring smooth financial close processes.
What You'll Be Responsible For
As the primary liaison between business process owners and technical teams, you'll manage the complete lifecycle of Finance track activities:
Serve as the main point of contact for business process owners and end users across Finance modules
Participate in daily stand-up meetings and regular Finance team sessions
Triage, prioritize, and resolve technical and functional tickets including incidents, problems, and change requests
Conduct impact analysis for new Oracle releases affecting the Finance track
Analyze and document business requirements specific to Finance processes
Coordinate with business users on enhancement requests and help prioritize implementations
Manage Oracle Service Requests (SRs) and escalate issues requiring additional attention
Monitor and maintain service level agreements, proactively communicating any risks to stakeholders
Collaborate with functional analysts on design elements, effort estimation, and delivery timelines
Drive end user satisfaction through responsive support and effective problem resolution
Required Experience/Skills
Oracle Fusion Finance Modules: Hands-on configuration and implementation experience with General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Expense Management, Cash Management, Tax (specifically Vertex), AR Collections, and Credit Management
Oracle Cloud Expertise: Demonstrated hands-on experience with configuration, triage, and problem/incident resolution across Finance modules
Functional Knowledge: Deep understanding of Finance business processes and how they translate to Oracle Cloud functionality
Communication: Excellent written and verbal communication skills with the ability to bridge technical and business conversations
Problem-Solving: Strong analytical skills with experience conducting impact analysis and root cause analysis
Nice-to-Haves
Experience with Oracle Enterprise Performance Management (EPM)
Supply Chain knowledge and experience streamlining Supply Chain activities
Previous experience supporting large-scale Oracle Cloud implementations
Familiarity with integration between Oracle ERP and EPM systems
Education
Bachelor's degree in Computer Science, Finance, Management, or a related field
Pay & Benefits Summary
Pay Rate: $55 - $60/hour W2
Opportunity for potential conversion to permanent hire based on performance and business needs
Apply Now!
Oracle Fusion Cloud, Oracle Finance Consultant, Oracle ERP, General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Oracle Cloud Implementation, EPM, Financial Reporting, Dallas Oracle Jobs, Vertex Tax, Oracle Fusion Financials, Cloud Finance Consultant, Oracle GL, Oracle AR, Oracle AP
Cybersecurity Risk Analyst
Finance analyst job in Dallas, TX
Job Title: Cybersecurity Risk Analyst - 2nd Line of Defense
Hybrid: 3 days Onsite & 2 days REMOTE
Duration: 6 Months (CONTRACT TO HIRE)
Skills & Experience Needed:
5+ years of risk assessment experience in one or more areas: application, infrastructure, vendor risk management
Financial Services Industry experience a plus.
Proficiency with Information Risk Management best practices
Proficiency with information technology in general and cybersecurity technical issues
Proven technical knowledge of infrastructure, networks, databases and systems and how they affect an organization's cybersecurity risk.
Proven knowledge of security methodologies, policies, standards and best practices.
Proven knowledge of information technology systems, infrastructure and operations.
Ability to explain and articulate technical concepts using both technical and non-technical terms.
Excellent presentation skills (MS PowerPoint) and ability to manipulate data in a spreadsheet (MS Excel)
Description:
The Information Risk Analyst/Consultant is responsible for creating risk assessment questionnaires, performing risk assessments of applications (on-premises and cloud), infrastructure (on-premises and cloud), as well as vendors assessments against a defined risk framework. These assessments will be conducted through a formalized risk assessment program. The Information Risk Analyst will have the ability to identify risks that are associated how business and technology workforce utilize information technology and in supporting technological systems.
Responsibilities:
Research technology security issues, cybersecurity best practices, and create risk assessments questionnaires that can be used to assess applications and infrastructure.
Schedule and perform information risk assessments using our methodology; identify, document and communicate control deficiencies in business processes and technology systems.
Partner with the Enterprise IT to agree on cybersecurity risk findings identified through the risk assessment (e.g., Databases, Operating Systems, Networking Devices, Storage Systems, Cloud Systems, etc.), new initiatives, and ad hoc processes.
Provide risk remediation recommendations that the business and technology may implement to mitigate identified control gaps.
Partner with business and IT to ensure that risks are clearly articulated in a manner that is understood by business and technology audiences.
Evaluate management responses to ensure that remediation plans and tasks adequately address identified control gaps.
Create assessment reports and dashboards that will be communicated with various IT owners.
Document risk issues in the designated risk register
Assist the business and technology groups through the process for policy exceptions and risk acceptance.
Participate in and influence information risk assessment process improvement.
Desired Skills and Experience
risk assessment, risk management, cybersecurity, 2LOD, second line of defense, Reporting, Policies, procedures
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ********************
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Financial Analyst (Retail Experience Req'd)
Finance analyst job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Finance analyst job in Richardson, TX
Title: Data & Financial Analyst
Job Type: Contract
Skills Required
Tableau , query running
Analytically Strong
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Thanks
Aatmesh
*************************
Finance Manager
Finance analyst job in Plano, TX
Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path.
Finance Manager
5+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting expereince required
Executive level polish and communication and ability to effectively communicate with non-financial stakeholders
The need is immediate - interested candidates please send resumes to:
Matt Marmaro
***************************
Finance Manager, 125K-145K
Finance analyst job in Irving, TX
Addison Group is partnered with a private-equity owned healthcare company in Irving, TX. This company is in search of a Corporate FP&A Manager that will be heavily involved in budgeting and forecasting. This role will report the the VP of Finance and work closely with executives across the company.
This position is hybrid in Irving, TX. They are typically in office 3-days per week. This role pays 125K-145K base + bonus.
Responsibilities includes:
Assist with developing revenue and expense budgets, monthly forecasts financial models and present analytics to support management team
Perform forecast and budget variance analysis in conjunction with the entire Finance team
Manage financial and operational ad-hoc reporting and analysis
Prepare and review financial variances between Actual/Budget/Forecast financial results
Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics
Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business
Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts
Requirements:
Bachelors in Finance or business related degree
5+ years of FP&A experience; preferably with healthcare companies
1+ years of FP&A management experience, preferably with healthcare companies
Ability to communicate and cross functionally partner with various other departments. Ability to present to all levels of the organization including senior leadership.
If you are interested in this job or other finance and accounting career opportunities from Addison Group please email Chris Lawrie at *****************************.
Yardi Financial Systems Analyst
Finance analyst job in Dallas, TX
Direct-Hire
Seeking a Financial Systems Analyst with experience with Yardi financial software and a strong accounting background for a direct hire opportunity with our healthcare industry client based in Dallas, TX.
The Yardi Financial Systems Analyst will serve as the primary technical point of contact for Yardi financial software across the company. Provide troubleshooting, support, training and recommendations related to Yardi financial modules.
What you will be doing:
Collaborate with business users to identify, understand, and solve challenges related to the Yardi financial system
Ensure software usage and business process efficiency and effectiveness throughout the organization
Participate in the testing and implementation of periodic system upgrades for new plug-ins, hot-fixes and Voyager releases along with the Business Systems Team
Support the successful onboarding and offboarding of Communities for the company's Yardi platform
Solve helpdesk inquiries related to Yardi module errors or general Yardi questions/issues. Provide outstanding customer service. Alert management of any irregularities or issues including timely integrations
Required Education and Experience:
BS in Computer Science, MIS, Accounting, Finance or related field.
3+ years of experience with technical troubleshooting and user support.
Must have 2 years of Yardi experience and strong knowledge of Yardi Voyager 7S required
General Accounting knowledge required, strength in General Ledger, Accounts Payable and Reconciliation
Muti-family real estate experience preferred
Experience in a publicly traded company preferred
Strong analytical and problem-solving skills with high attention to detail
High level of interpersonal and written communication skills
Expert in Microsoft Excel, ERP systems
Skill/ knowledge requirements:
Business Acumen - Understands how the business works; knows the competition; knowledgeable in current and possible future policies, practices, trends, technology; and financial acumen affecting his/her business and organization.
Customer Focus: - Uses data information to improve service and acts with customer in mind.
Drive for Results - Can be counted on to exceed goals successfully. Steadfastly pushes self, partners, and others for results. Able to define, measure, and report meaningful measures of service and process effectiveness.
Process Management - Implements, operates, designs and improves processes to aid the business in reducing costs or making operations more efficient.
Vendor Management - Able to develop relationships and define processes and services with vendors. Able to develop metrics that measure the value contributed by partners and hold them accountable for results.
Planning and Organization - Sets objectives and goals; breaks down work into the process steps; anticipates and adjusts for problems and roadblocks. Can gather resources (people, funding, material, support) to get things done. Use resources effectively and efficiently. Has a strong attention to detail.
Peer Relationships - can quickly find common ground and solve problems for the good of all. Can represent his/her own interests and yet be fair to other groups. Can solve problems with peers with a minimum of noise. Encourages collaboration and is effective at owning a process that spans groups of stakeholders.
Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment. Most of his/her solutions and suggestions turn out to be right over time. Sought out by others for advice and solutions.
Presentation and Communication Skills - Effectively communicates with clarity and conciseness both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.
You will receive the following benefits: MRP Consultant Benefits
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k)
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
Sap Finance Control Consultant
Finance analyst job in Richardson, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Asset Management Analyst - Multifamily
Finance analyst job in Dallas, TX
Asset Management Analyst - Multifamily (Confidential Search)
Company: Confidential Real Estate Investment & Development Firm
Experience: 1-3 Years | Full-Time
A Dallas-based real estate investment and development firm is conducting a confidential search for an Asset Management Analyst to support a growing multifamily portfolio. This role is ideal for someone analytical, detail-oriented, and looking to take on greater responsibility within a high-performing team.
What You Will Do
Track financial performance, budgets, and loan compliance across multifamily assets
Prepare monthly financial reports, reforecasts, distributions, and annual budgets
Update and maintain financial models for existing assets and new developments
Perform leasing, yield, and long-term forecasting analyses
Conduct market research on local economic drivers and competitive positioning
Assist with due diligence, loan packages, refinances, dispositions, and construction loans
Collaborate with development, accounting, construction, and property management teams
Manage lender reporting and compliance obligations
Prepare underwriting and investment materials for executives, investors, and lenders
Represent the company with professionalism and accuracy in all communications
What We Are Looking For
Bachelor's degree in Finance, Economics, Real Estate, Accounting, or a related field
1-3 years of experience in real estate asset management, consulting, finance, or public accounting
Strong Excel skills and high attention to detail
Familiarity with Yardi, RealPage, or comparable platforms is preferred
Strong organizational and communication skills
Ability to manage multiple projects under tight deadlines
Proactive, career-focused professional with a strong interest in real estate
Financial Analyst
Finance analyst job in Addison, TX
PrideStaff Financial has partnered with an Addison, Texas based client who is looking to add a Financial Analyst to their growing team.
The FP&A Analyst plays a key role in maintaining the financial health and data integrity of an assigned portfolio of properties.
This position is responsible for delivering accurate financial reporting, performing variance analysis, and partnering with operational teams to support data-driven decision-making.
The role is ideal for a detail-oriented finance professional seeking to build a strong foundation in corporate finance while gaining hands-on exposure to a large-scale financial systems implementation.
Key Responsibilities
Financial Reporting & Analysis
Month-End Close & Reporting: Prepare, analyze, and distribute monthly financial performance packages for Regional leadership. Review General Ledger activity and explain variances related to operating expenses, utilities, and repairs and maintenance.
Trend & Seasonality Analysis: Track key operational metrics-including occupancy, labor hours, and utility recovery-to identify seasonal trends and performance anomalies across multiple geographic regions.
Data Integrity & Controls: Perform regular audits of property-level financial data to ensure accurate revenue and expense coding. Partner with Accounting to process reclassifications and corrections as needed.
Budgeting & Forecasting Support
Annual Budgeting: Support the bottom-up annual budgeting process by consolidating inputs from field leadership and loading data into the planning system in alignment with corporate targets.
Forecasting: Maintain and update monthly forecast models based on current performance, run rates, and input from Regional Managers.
Master Data Management: Maintain accurate property hierarchies, mappings, and metadata to ensure consistency and a single source of truth across financial systems.
Systems & Special Projects
Systems Implementation: Participate in User Acceptance Testing (UAT) for the company's new EPM platform and assist in developing property-level dashboards and reporting tools.
Ad Hoc Analysis: Support Senior Analysts with special projects such as vendor spend analysis, labor audits, and operational deep dives.
Work Environment & Expectations
Fast-Paced, High-Performance Culture: As a private equity-backed organization, the environment is results-driven and deadline-focused. Analysts are expected to be responsive, adaptable, and proactive.
Operational Support: Availability during critical financial cycles-including month-end close, budgeting, and forecasting-is required. This may involve extended hours or occasional weekend work to meet deadlines.
On-Site Role: This position is fully on-site at the company's Dallas-area headquarters in Addison, TX.
Qualifications
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or a related field
1-3 years of experience in Finance, Accounting, FP&A, or a comparable analytical role
Technical Skills
Advanced Excel skills required (e.g., Pivot Tables, Index/Match or XLOOKUP, SUMIFS)
Experience with financial planning systems, EPM tools, or BI platforms is a plus
Professional Attributes
Strong attention to detail with a high degree of accuracy
Excellent organizational and time-management skills
Ability to perform effectively under pressure and manage multiple deadlines
Finance Manager
Finance analyst job in Dallas, TX
About Savills
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
About the Role
Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations.
KEY RESPONSIBILITIES
Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines
Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis
Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services
Provide regular revenue and expenditure updates to internal and external clients
Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines while managing operations associate
Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning
Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations
Calculate rebates and coordinate disbursements to clients
Calculate and coordinate payment of monthly and quarterly bonuses
Drive accounts receivable
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Business Administration or related disciplines
7 years of finance and/or similar operational experience
Advanced Excel skills with the ability to manage large data sets from multiple sources
Experience with PowerBI and Salesforce preferred but not required
Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios
Must be detail oriented and demonstrate excellent analytical skills
Must be comfortable communicating with all levels of the organization, including the C-Suite
Ability to successfully perform under pressure and meet deadlines while managing multiple projects
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
Senior Outcomes Analyst
Finance analyst job in Addison, TX
Company - Our client is a national healthcare services leader, widely recognized for its extensive network of occupational health centers. Known for innovation and operational excellence, this organization is committed to improving workforce health outcomes and is supported by a collaborative, data-driven culture.
Job Title - Senior Outcomes Analyst
Location - Addison, TX (hybrid, 3-4 days/week in office; candidates must live within 40 miles)
Role Type - Direct Hire
Must Have Skills:
Proficiency in SQL and Excel
Experience working with large, complex data sets
Strong analytical skills for identifying trends, patterns, and operational behaviours
Demonstrated ability to implement and monitor programs post-deployment
Excellent written and verbal communication skills
Responsibilities and Job Details:
Analyze performance metrics and outcomes across multiple locations to identify inefficiencies and bottlenecks
Support and maintain data infrastructure and pipelines (approx. 40% of role)
Interpret data and contribute to program development and solutioning initiatives (approx. 60% of role)
Collaborate with a small, close-knit team to deliver actionable insights for operational improvements
Work closely with center teams to support strategic initiatives
Communicate findings and recommendations clearly to both technical and non-technical stakeholders
Administer outcome-based programs and track ongoing effectiveness
Contribute to the continuous improvement of data processes and tools
Participate in onsite interviews and technical assessments as part of the hiring process
No relocation assistance provided; candidates must be USC or GC holders
Senior GRC InfoSec Analyst
Finance analyst job in Plano, TX
Direct Hire (No C2C or third-party submissions)
Schedule: 2 days onsite weekly
Interview Process: 1st round is onsite; 2nd round virtual
Responsible for driving the development, implementation, communication, and maintenance of technology policies, standards, and procedures that align with industry standards and regulatory requirements. Ensures technology processes adhere to regulatory requirements, effectively manage risks, and establish strong governance practices. Develops and implements controls, monitors compliance, and supports risk management activities.
Requirements:
Bachelor's Degree in Information Security, Computer Science, Information Technology, or a related field preferred.
Minimum of six (6)+ years' experience working in Cybersecurity GRC, policy development, risk management, or a similar field.
Experience with GRC tools (e.g., Archer, ServiceNow, OneTrust).
Proficiency in using data analysis and reporting tools (e.g., Excel, Power BI).
Relevant certifications such as CISM and/or CISA are highly desirable.
Other must haves:
Experience managing policy governance function such as leading policy updates, installing new policy, aligning regulatory & best practices
Technical Process - needs expertise around understanding of alignment & frameworks and will be working with Product Owner
Regulatory Frameworks
Preferred:
Financial services or banking background
ServiceNow IRM (Integrated Risk Management) experience
Duties:
Lead the development and implementation of comprehensive cybersecurity and IT policies, standards, and guidelines.
Continuously evaluate and update cybersecurity and IT policies to ensure they remain current and effective.
Ensure policies comply with relevant laws, regulations, and industry standards (e.g., NIST, FFIEC, GLBA, NYDFS, SOX, PCI-DSS).
Collaborate with cross-functional teams-including IT, legal, compliance, and other departments-to ensure cybersecurity policies align with business objectives.
Translate complex information and documentation into clear, user-friendly concepts.
Provide specialized expertise and consultation to perform framework-oriented risk assessments, identify deficiencies, generate reports, and recommend prioritized, actionable solutions to mitigate risks and enhance overall security posture.
Stay informed about the latest cybersecurity threats, trends, and best practices. Maintain accurate and up-to-date records of policy reviews, risk assessments, training activities, and incident responses.
Benchmark organizational policies against industry standards and best practices.
Develop and implement governance frameworks for cybersecurity policy management.
Monitor key performance indicators, conduct gap analyses and risk assessments, and implement frameworks as needed. Test and monitor the effectiveness of controls.
Establish feedback loops and analyze metrics to continuously improve cybersecurity policies based on audit findings, incident reviews, and emerging threats.
Lead and support internal and external audits and assessments of cybersecurity policies and practices. Ensure identified audit and assessment findings are tracked to closure.
Maintain comprehensive documentation of all cybersecurity policies, procedures, and related activities. Communicate policy requirements and updates to all relevant stakeholders.
Identify opportunities for innovation and improvement in cybersecurity policy and practice. Propose suitable mitigation strategies and verify the effectiveness of remediation plans.
Wealth Advisor, Schwab Wealth Advisory
Finance analyst job in Roanoke, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
Bachelor's degree
Active FINRA Series 7 license
(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
Active FINRA Series 66 license
(May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
Preferred Qualifications
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Corporate Strategy Analyst
Finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
* Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
* Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
* Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
* Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
* Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
* Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
* Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
* Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
* Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
* Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
* Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
* Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
* MBA or equivalent advanced degree is strongly preferred.
Experience:
* 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
* Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
* Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
* Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
* Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
* Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
* Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
* High attention to detail, accuracy, and organization when managing data sets and analyses.
* Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
* Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
* Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
* High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
* Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
* Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
* Motion: Frequent use of hands and fingers for typing and handling office equipment.
* Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
* Environment: Primarily indoor, climate-controlled office environment.
* Travel Requirements: Minimal travel required.
* Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
If you have a question, or need an accommodation as part of the employment process, please contact Human Resources at ************************
Landmark is an Equal Opportunity Employer
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Financial Analyst Intern, application via RippleMatch
Finance analyst job in Dallas, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
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