Financial Advisor
Finance analyst job in Bedford, TX
This job posting is anticipated to remain open for 30 days, from 08-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
Senior Manager, Accounting & Financial Reporting
Finance analyst job in Irving, TX
Continue to Grow with GXO.
At GXO, we know our greatest asset is people like you - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Your career matters to us because your passion and excitement will help keep our company moving forward.
We believe that positive financial results are what fuel our growth and keep us at the top of our industry. As the Senior Manager, Accounting, your financial skills and attention to the small details will ensure our operations continue to run smoothly. If you're ready to build an exciting career with a dynamic global company, we have the opportunity for you to grow with GXO.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
What you'll do on a typical day:
Prepare and analyze the consolidated monthly regional internal financial reporting package, including income statement, balance sheet, statement of cash flow, and selected accounts, providing meaningful explanations of results with insights into trends, variances and key business drivers
Oversee regional consolidation for multiple entities, resolving issues, as required
Prepare and/or review monthly top-side journal entries in HFM
Prepare selected financial data to support the Company's 10-Q and 10-K disclosures
Document accounting analyses and conclusions on selected matters in quarterly accounting memos
Research and analyze complex technical accounting matters and document conclusions
Prepare ad hoc financial analyses to support customer proposals and/or customer reporting requirements
Support annual audit testing and quarterly review activities with external auditors
Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures
Supervise and develop Senior level staff
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in Accounting
CPA
5 years of experience in accounting with exposure to multi-entity consolidations and preparing and analyzing financial statements
Experience with Microsoft Office, including creating complex formulas and pivot tables in Excel
Experience creating reports using reporting tools such as HFM and Power BI
Effective communication skills, interpersonal skills, and ability to collaborate with others
Ability to execute in a dynamic and fast paced environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills
Experience working and problem-solving independently, organizing workload and priorities, managing direct reports, and completing tasks on time
It'd be great if you also have:
Public accounting experience in an audit or advisory capacity
Technical accounting experience including researching, analyzing complex technical accounting matters, documenting conclusions and ensuring application of new accounting standards
Experience in the logistics and transportation industry
We engineer faster, smarter, leaner supply chains.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Associate Epic Anayst
Finance analyst job in Dallas, TX
Job Title: Epic Associate Systems Analyst
Duration: 9-month Contract to Hire
Our client in Dallas, TX is looking to build the next wave of their workforce within their Epic department. They are looking for associate, healthcare-minded professionals to join their team and grow a career within IT. The ideal candidate will possess a broad knowledge within healthcare or IT systems and be passionate about growing their professional career at a top health system in the country.
Each candidate selected to join the Epic group will be provided with an 8-week curriculum training course to prepare for the Epic certification examination. Upon completion of the Epic certification examination, daily Epic responsibilities and projects will ensue.
Responsibilities:
After completing the Epic examination, support the Epic team with new build, integrated testing, outstanding tickets
Absorb and complete continued learning courses provided in various learning paths provided throughout the engagement
Assert initiative to grow and evolve within a nationally recognized health system environment by cultivating relationships with senior-level leaders, attending industry conferences and functions, learning healthcare trends, and absorbing personal & professional growth content.
Qualifications:
Bachelors degree with technical bootcamp certificate
Looking to professionally grow and be a sustainable standard of excellence within a nationally-recognized healthcare organization
Aptitude to perform mid to high level technical functionalities and workflows (training included)
Operations Analyst Tech - Military Veterans
Finance analyst job in Plano, TX
Full Part/Time: Full time
Type of Requisition:
Regular
Clearance Level Must Currently Possess:
Top Secret/SCI
Clearance Level Must Be Able to Obtain:
Top Secret/SCI
Public Trust/Other Required:
None
Job Family:
Intelligence Operations and Analysis
Job Qualifications:
Skills:
Analytical Support, Communication, Data Interpretations, Datasource
Certifications:
None
Experience:
4 + years of related experience
US Citizenship Required:
Yes
Job Description:
Seize your opportunity to make a personal impact as an Operations Analyst Tech supporting a critical mission within Oahu, HI (Camp Smith). ARMA Global, a fully owned subsidiary of GDIT is your place to make meaningful contributions to challenging projects and grow a rewarding career.
At ARMA, people are our differentiator. As an Operations Analyst Tech you will help to continue to support the mission. You will utilize your 4+ years of experience to provide a wide range of subject matter support to the customer mission: analytical support necessary to generate due diligence packets, perform profile maintenance, conduct Information monitoring and analysis of consumer data portfolios, and public record/business/credit and Internet research.
Conduct industry analysis using a variety of data sources to include (social media, Internet, Commercial and Open-Source Databases) to create products.
Gather, analyze, and evaluate data pertaining to operations, and organizations in support of force protection and identity data management efforts.
Recommend mitigation efforts to identify vulnerabilities and risks.
Identify communication links and associated networks, conducts development, and provides recommendations in support of future technical collection and targeting efforts.
Perform link analysis on new and existing networks in order to identify access vectors and vulnerabilities.
Coordinate and collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Maintain an active understanding of relevant technologies and services while being prepared to include emerging tools and procedures as necessary.
The analyst will have an opportunity to support additional duties beyond the prescribed functions becoming integrated and trained to support and compliment operational execution.
May assist in preparing assessment of current threats and trends based on the research and analysis of intelligence data.
Experience at a command or DoD agency preferred.
Ability to work independently and meet short deadlines in a fast-paced environment, coordinate participation and input in the development of global plans.
Coordinate and collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Performs additional duties as assigned.
Participates in special projects as required.
May develop and maintain analytical procedures to meet changing requirements.
The analyst will have an opportunity to support additional duties beyond the prescribed functions becoming integrated and trained to support and compliment operational execution.
Excellent Communications.
Experience with data providers, data flow, data analytics and assessments, operational risk assessments, threats, and threat mitigation strategies.
Commercial ID applications and solutions experience.
Experience conducting online research and analysis for discover, vulnerabilities, and threats.
MEANINGFUL WORK AND PERSONAL IMPACT
As an Operations Analyst Tech, the work you'll do at ARMA will be impactful to the mission of the customer. You will play a crucial role in gathering, analyzing, and evaluating data pertaining to operations and organizations.
You will support the customers force protection and identity data management efforts.
Collaborate with other disciplines and partner organizations to produce thorough and reliable products.
Drive to work independently and meet short deadlines in a fast-paced environment, coordinate participation, and input in the development of global plans.
Utilize relevant technologies and services while being prepared to include emerging tools and procedures as necessary.
WHAT YOU'LL NEED TO SUCCEED:
Bring your Operations Analyst Tech expertise and drive for innovation to GDIT. The Operations Analyst Tech must have:
Education: Associate degree
Experience: 4+ years of related experience either Military or Civilian Equivalent
Technical skills: Microsoft office
Security clearance level: Active TS/SCI clearance
US citizenship required
Role requirements: Military Experience, Special Operations
Optional Skills and Abilities:
Commercial or Military Aviation Experience
Commercial maritime experience
Commercial finance and banking experience
Location: On Customer Site - Oahu, HI (Camp Smith)
ARMA IS YOUR PLACE:
At ARMA, the mission is our purpose, and our people are at the center of everything we do. Growth: AI-powered career tool that identifies career steps and learning opportunities
Support: An internal mobility team focused on helping you achieve your career goals
Rewards: Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid time off
Flexibility: Full-flex work week to own your priorities at work and at home
Community: Award-winning culture of innovation and a military-friendly workplace
OWN YOUR OPPORTUNITY
Explore a career in intelligence at GDIT and you'll find endless opportunities to grow alongside
#armajobs
The likely salary range for this position is $90,100 - $121,900. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.
Scheduled Weekly Hours:
40
Travel Required:
Less than 10%
Telecommuting Options:
Onsite
Work Location:
USA HI Camp Smith
Additional Work Locations:
Total Rewards at GDIT:
Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.
We are GDIT. A global technology and professional services company that delivers consulting, technology and mission services to every major agency across the U.S. government, defense and intelligence community. Our 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50 countries worldwide, offering leading capabilities in digital modernization, AI/ML, Cloud, Cyber and application development. Together with our clients, we strive to create a safer, smarter world by harnessing the power of deep expertise and advanced technology.
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 *********************
Investment Analyst - Multifamily & LIHTC / Affordable Housing
Finance analyst job in Dallas, TX
Culver Investment Partners (“CIP”) is a private multifamily real estate acquisition, investment, and operating firm with a fast-growing platform. We are seeking an entry-to-junior-level Investment Analyst (1-3 years of experience) with specific experience in affordable housing and LIHTC to join our team in Dallas, TX. This role provides a unique opportunity to support our acquisition and asset management teams, with a primary focus on traditional market-rate multifamily and affordable housing, including LIHTC and other regulated structures.
The Investment Analyst will assist in reviewing acquisition opportunities in traditional multifamily (core-plus and value-add) as well as affordable housing deals that utilize LIHTC, tax-exempt bonds, Section 8, HOME funds, and other layered financing sources, primarily in Sunbelt markets (Texas, Georgia, the Carolinas, Florida, Arizona, and other select areas). You will help develop investment theses, underwrite complex affordable capital stacks, analyze market dynamics, ensure regulatory compliance, and collaborate with senior leadership on sourcing, underwriting, due diligence, and asset strategy. The role also involves supporting asset management functions, including financial reviews, budgeting, compliance monitoring, and performance tracking in a small, entrepreneurial environment.
CIP has grown substantially in recent years, with over $500M and 2,900 units under management. CIP's executive team has over 30+ years of experience, $15B+ in transaction volume, and management of over 100,000 multifamily units. This position offers the chance to participate in promote/carried interest in all opportunities, providing a clear pathway for growth in multifamily and affordable housing investments.
Duties and Responsibilities
The role will be split between supporting acquisitions and asset management, plus additional involvement in construction management, accounting, and investor reporting. Daily responsibilities include, but are not limited to:
Acquisitions Support (Market-Rate & Affordable/LIHTC):
Perform property- and entity-level underwriting for multifamily opportunities, including detailed LIHTC pro formas, sources-and-uses stacking, and layered financing
Build and audit Excel models for both traditional market-rate deals and complex affordable/LIHTC transactions.
Analyze rent rolls, operating statements, compliance reports, QAP requirements, and investor/lender requirements.
Prepare investment memos that clearly explain the capital stack, and long-term exit strategies.
Coordinate due diligence for LIHTC transactions (8609s, partnership agreements, cost certifications, regulatory agreements, etc.).
Conduct property tours and market research for both market-rate and affordable assets.
Asset Management & Construction Management Support:
Review and analyze monthly financial reports, including actual vs. budget analysis, income statements, balance sheets, cash flow statements, and delinquency reports.
Review interior and exterior improvement plans and compare them to budgets.
Communicate with property-level staff to understand operations and budget variances.
Monitor asset strategies with senior leadership and provide project management assistance.
Develop and distribute asset management reports.
Create process documentation and build systems for recurring projects.
Ad-hoc projects as necessary.
Accounting and Investor Reporting Support:
Assist in forecast cash requirements and communicate future cash outflows with fund accounting.
Assist with monthly and quarterly investor reporting.
Support other ad-hoc accounting tasks, quarterly valuations, due diligence, closings, and setting annual goals.
Qualifications
Bachelor's degree (business, finance, accounting, real estate, or related field preferred).
1-3 years of experience (including internships) with direct involvement in affordable housing / LIHTC underwriting, acquisitions, asset management, or syndication. Candidates must have hands-on LIHTC modeling and structuring experience; general multifamily experience alone will not suffice.
Proven ability to build and understand LIHTC Excel models, including multiple funding layers, compliance-period forecasting, and Year-15 planning.
Strong working knowledge of 9% and 4% LIHTC, tax-exempt bonds, Section 8, HOME, state housing credits, and related regulatory agreements.
Proficiency in Microsoft Office, especially advanced Excel (complex financial modeling required), PowerPoint, and Word.
Excellent analytical, written, and verbal communication skills; ability to explain complex affordable structures clearly and concisely.
Ability to thrive in a fast-paced, entrepreneurial environment and manage multiple priorities.
Willingness to travel as needed for property tours, investor meetings, and agency presentations.
Must be eligible to work in the U.S. and able to work full-time in our Dallas office (in-person role).
Preferred: Experience with market-rate multifamily value-add underwriting; prior role at a LIHTC syndicator, affordable developer, housing finance agency, or investment firm focused on affordable housing.
This in-person position in Dallas offers exceptional professional development and the opportunity to participate in promote/carried interest on all deals in a growing owner/operator that is actively expanding in both traditional multifamily and mission-driven affordable/LIHTC housing.
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
Operations Reporting Analyst
Finance analyst job in Dallas, TX
Berkshire Hathaway Automotive, headquartered in Irving, Texas, is one of the largest dealership groups in the United States, boasting over $9 billion in revenue and operating 80+ independently managed dealerships across 10 states. The organization sets the benchmark for operational excellence, financial performance, and an exceptional customer experience. With a focus on innovation, resilience, and adaptive business models, Berkshire Hathaway Automotive fosters strong leadership and empowers its dealerships to remain industry leaders and trendsetters within the automotive sector.
Role Description
This is a full-time, on-site role for an Operations Reporting Analyst. The primary responsibilities include collecting, analyzing, and interpreting data to generate actionable insights that support business decisions. The analyst will develop and maintain reports, dashboards, and metrics, leveraging data analytics to monitor operational performance. Additional tasks include collaborating with cross-functional teams to identify opportunities for operational improvement, presenting findings to stakeholders, and ensuring the accuracy and reliability of reporting processes.
Qualifications
Strong Analytical Skills, Reporting & Analysis capabilities, and attention to detail
Proficiency in Data Analytics and tools used for data interpretation and visualization
Background in Finance and solid understanding of financial metrics and reporting
Excellent Communication skills for presenting findings and collaborating with teams
Proficiency in software such as Microsoft Excel, Hyperion, Tableau, or similar platforms
Ability to manage multiple tasks and prioritize in a fast-paced environment
Bachelor's degree in Business, Finance, Data Analytics, or a related field is preferred
Experience in the automotive industry, along with CDK systems, is an advantage
Digital Asset Management - DAM/ AEM
Finance analyst job in Dallas, TX
W2 Only
Local Candidates Preferred
Looking for DAM, DA Strategist, DA Librarian
Working with Adobe Experience Manager Assets
Someone who can set up better taxonomy and better Meta dating and assist with filing and how that tool works, the tool is owned by marketing and brand, but gets used across the enterprise, many people touch it, needs to be functioning as best as it can, and they don't have this skillset in their own department
Oversee, maintain, and organize within AEM Assets, maintain standards, help to educate others on how this works, and how to use it
Job Summary:
Responsible for overseeing, maintaining, and organizing the digital asset library within Adobe Experience Manager (AEM) Assets.
Collaborate with creative, marketing, and brand teams to understand asset needs and usage patterns.
Serve as lead maintaining the Adobe Experience Manager (AEM) library, establishing metadata standards, and supporting creative and marketing teams with the tools and access they need to do their best work.
Responsibilities:
Develop and enforce metadata schemas, controlled vocabularies, and taxonomy standards
Define and improve asset ingestion and tagging workflows
Monitor and improve asset discoverability through consistent metadata governance and enforcement
Evaluate existing tool stack and recommend enhancements or improved integrations to support downline workflows
Create, deliver, and maintain user training and system documentation
Manage user permissions and ensure appropriate access across teams
Track and report on asset usage, trends, and performance using available analytics tools
Assist with rights management and asset lifecycle planning
Contribute to digital asset governance strategy and best practices
Develop and maintain Digital Asset Management (DAM) governance documentation, policies, and best practices to ensure consistency, compliance, and system trust
Serve as a subject matter expert and advocate for asset reuse, metadata quality, and digital asset governance across the enterprise
Develop and support a DAM Center of Excellence by facilitating stakeholder engagement, training, certifications, and cross-team knowledge sharing
May perform other duties as directed by Employee's Leaders
Knowledge, Skills, and Abilities:
Knowledge of digital asset management principles and best practices
Knowledge of digital file types, specifications, and common design formats (e.g., image, video, and document standards)
Skilled in Adobe Experience Manager (AEM) Assets or a comparable enterprise DAM system
Skilled in organizational principles with a high level of attention to detail
Skilled in written and verbal communication, with the ability to train and support users of varying technical skill levels
Ability to have a collaborative mindset and work across departments with diverse needs
Ability to build or support content governance strategies, including data dictionaries and metadata compliance
Ability to act as a reference point for asset access, training, and lifecycle knowledge across enterprise teams
Managed Care Analyst
Finance analyst job in Plano, TX
At Beacon Behavioral Partners, we are dedicated to transforming behavioral health care through innovation, compassion, and operational excellence. As a rapidly growing organization serving diverse communities, Beacon is committed to building a collaborative culture where every team member plays a vital role in advancing our mission.
Join us as we expand our impact and invest in talent that drives meaningful change. If you're passionate about making a difference and thrive in a dynamic, purpose-driven environment, explore our latest opportunity to become part of the Beacon team.
Position Summary:
Perform a variety of analytical, administrative and payer relations tasks to support Beacon's Managed Care Contracting, Payer Relations, Credentialing, Revenue Cycle, Operations Management, and Compliance teams related to the management of payer agreements, contracts and associated fee schedules.
Duties and Responsibilities-Contract Management:
Reports quarterly on activities related to revenue cycle analysis and operational impact.
Provides analyses and review of managed care contracts and payment, including information from Revenue Cycle and Finance.
Perform analyses and creates reports to support negotiates and assess health plan performance.
Performs comparisons of rates across geographies and market benchmarks to support contract negotiations.
Provides analyses of health plan contracts and rates for due diligence of potential partners.
Outreach to payers to ensure all agreements are set up accurately and kept up-to-date in Beacon's internal systems for including Medicare, Medicaid, Tricare, Commercial, etc.
Evaluate health plan credentialing and provider enrollment efficiency, report out routinely.
Ongoing analysis and reporting of managed care market/market share, market pricing and monitoring of payer contract performance.
Maintains payer fee schedules and rates in Beacon's internal systems.
Access payer portals as needed to obtain rate and contract information.
Assists with payer relations activities including disputes over medical necessity of services, denial management, and payment of services.
Assists with managing relationships with managed care organizations, employers, third party payers, Medicare, and Medicaid on behalf of Beacon.
Conducts payer outreach to address denials related to contracting or credentialing issues.
Performs other work-related duties as assigned.
Education: High school diploma require, and college degree preferred.
Skills/Experience:
Required
Experience in financial analysis
Knowledge of medical billing or collection and/or insurance agreements
Excellent written and verbal communication skills
Flexible, organized, and self-motivated
Working knowledge of office equipment, like printers and fax machines
Proficiency in MS Office (MS Excel, PowerPoint, Outlook, etc.), ability to create pivot tables and perform V lookups in Excel
Data warehouse - Power BI
Creating and maintaining dashboards
Ability to work under pressure and remain friendly and professional
Excellent time management skills and the ability to prioritize work
Attention to detail and problem-solving skills
Typing speed in excess of 50 wpm
Comfort level with basic math, comparisons of rates and percentages using excel
Strong organization skills with the ability to multi-task
High School diploma required
Customer service and previous administrative experience is a definite plus
Preferred
Some College or 4-year degree
Experience reviewing agreements between insurance companies, third party payers, managed care organizations and health care provider groups
Provider billing experience
Sr. Financial Data Analyst - Power BI, SQL (Onsite; Contract-to-Hire)
Finance analyst job in Irving, TX
Contract-to-Hire
Salary Conversion Range - $100-120K, DOE
100% onsite
The Senior Financial Data Analyst will be responsible for:
Performing analysis to assess the quality and meaning of data.
Filter Data by reviewing reports and performance indicators to identify and correct code problems.
Identify, analyze, and interpret patterns and trends in data sets could be helpful for the diagnosis and correction.
Assist in the design of processes and systems to monitor data quality, ensuring production data is always accurate and available for key stakeholders and business processes that depend on it.
Working with programmers, engineers, and management heads to identify process improvement opportunities, propose system modifications, and devise data governance strategies.
Building Power BI reports stating trends, patterns, and predictions using relevant data.
Collaborate with data engineers and business teams to improve data models that feed Power BI and increase data accessibility.
Take lead in Data Cataloging, Lineage, Security and Controls for entire data marketplace.
Develop and execute SQL scripts to test data conversions and perform ad-hoc analysis.
Preparing final analysis reports for the stakeholders to understand the data-analysis steps, enabling them to take important decisions based on various facts and trends.
Collaborating across the organization to define key performance indicators (KPI's) and build dashboards that support ongoing reporting and analysis of business results.
Qualifications:
Bachelor's degree in Data Science, Economics, Finance, Accounting, or Computer Science with a focus in quantitative methodologies.
8+ years of data analysis experience and strong experience writing complex queries.
4+ years of data management experience.
3-4 years of proven experience as a Data Analyst or Business Data Analyst (Finance and Accounting experience a plus).
NetSuite Analytics experience - strongly desired
Advanced proficiency in PowerBI, including building and maintaining dashboards.
Advanced proficiency in SQL - writing and managing stored procedures, views, and functions, that rely heavily on analytics functions.
Advanced proficiency with MS Excel (Macros, VBA, V-Lookup, Pivot Tables, etc.).
Proficiency with accounting platforms.
Mastery in converting raw data into valuable datasets.
Knowledge of GAAP.
About PRG
With 20+ years of success in the staffing industry, Peyton Resource Group focuses on matching talent to the precise needs of our clients. Your success is our commitment, and we back up that commitment by only recommending opportunities that align with your goals. Our candidate-centric approach ensures you are in the driver's seat of your career, and our team of recruiters will partner with you and support you every step of the way.
PRG's dedication to service has been widely recognized throughout the industry. PRG has been awarded ClearlyRated's Best of Staffing award for 10+ years, as well as the Business Journal's Best Places to Work in Dallas, San Antonio and Austin.
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.
Senior Financial Analyst
Finance analyst job in Dallas, TX
The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary.
Responsibilities
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances
Ensure compliance with internal and external accounting standards and financial policies
Qualifications
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Proficient in Microsoft Excel
Strong quantitative financial skills
Financial Relationship Consultant
Finance analyst job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
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
*************************
Senior Financial Analyst
Finance analyst job in Plano, TX
Job Title: Senior Financial Analyst, FP&A
Reports to: FP&A Team Lead
Job Category: Finance & Accounting
Department/Group: FP&A - Capex Planning & Markets
In Office: 4 Days a week in the Plano, TX office - 1 day remote
Compensation - $130,000.00 + 15% bonus
**Please note that this role is for a Financial Analyst with 7+ years of relevant experience *****
NO STEM OR OPT STEM APPLICATIONS PLEASE
POSITION SUMMARY
The Senior Financial Analyst, FP&A will be responsible for supporting the Company's financial forecast, annual budgeting process, and all capex operating plans, including variance and budget analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing financial presentations, capital expenditure analysis & planning, industry/peer group comparisons, monthly forecasting and other projects requested by the EVP, VP and Directors.
Advanced Excel skills required as there will be a modeling exercise.
ROLE AND RESPONSIBILITIES
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets.
Ad-Hoc Reporting and in-depth analysis to supporting Senior Management Team and Department heads.
Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams.
Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions.
Develop financial models and analyses to support strategic initiatives.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
A Bachelors Degree is required - Finance, Accounting, Economics or relevant to FP&A.
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills, high EQ.
7+ years' experience in FP&A or transaction services advisory roles.
Outstanding analytic skills, a high degree of intellectual curiosity, must be comfortable engaging with senior leaders in addressing complex business issues and making recommendations from analysis.
This role has no supervisory responsibilities.
High degree of initiative in developing tools and reports to drive the business forward.
Highly technical : Advanced Excel, Tableau or Power BI. Experience with SQL, Dashboards, and/advanced PowerPoint a plus.
Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: *
The California Fair Chance Act*Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance
Senior Financial Analyst
Finance analyst job in Dallas, TX
Tarvos Talent is partnering with a rapidly growing organization to identify a Senior FP&A Analyst for their expanding team in Dallas, TX. This newly created role was added due to company growth and offers the opportunity to work closely with leadership and investors while contributing directly to strategic initiatives that fuel the company's next stage of expansion. This role would ideally be in office 4-5 days a week but they are also open to a 3/2 hybrid schedule for the right person.
Why Work Here:
Join a highly visible position where your insights, models, and recommendations directly influence company-wide decisions and growth.
Take on engaging, forward-focused work that shapes the overall business strategy.
Work with leadership who cultivate professional development and a friendly and collaborative environment.
Core Responsibilities:
Build financial models and perform ad hoc analysis to support budgeting, forecasting, and strategic planning.
Analyze P&L results, trends, and performance metrics to deliver clear insights to leadership.
Create and maintain dashboards using BI tools such as Omni, Tableau, or Power BI.
Partner with cross-functional teams to gather data, validate assumptions, and drive process and system improvements (including Planful).
What You'll Bring:
Bachelor's degree in Finance or a related field with relevant FP&A experience.
2+ years of analytical experience.
Advanced Excel skills, including building models from scratch.
Experience with BI tools; exposure to Planful is a plus.
For immediate and confidential consideration, please apply online at ******************** or call ************ today. You may also e-mail your resume directly to ************************.
Finance & Operations Manager - USA
Finance analyst job in Irving, TX
Type: Full-time
Our client, a prestigious European multinational in the luxury skincare and cosmetics industry, is entering a dynamic phase of expansion in the U.S. market-its second largest globally. To support this growth, the company is seeking a Finance and Operations Manager who will play a pivotal role in aligning local financial operations with the group's strategic vision. This position combines strategic leadership with hands-on execution across finance, compliance, operations, and process optimization.
Role Purpose
The Finance and Operations Manager will oversee all financial functions of the U.S. affiliate, ensuring compliance with U.S. GAAP and corporate standards, while driving efficiency and scalability across operations. The role requires strong expertise in international financial reporting, regulatory compliance, and cross-functional collaboration, acting as a key business partner to senior management.
Key Responsibilities
Lead financial management and control for the U.S. entity, ensuring compliance with local tax regulations and HQ accounting standards.
Oversee AR and AP teams, ensuring timely and accurate billing, collections, and supplier payments.
Manage financial closings and KPI reporting to support strategic decision-making.
Drive process optimization across finance, operations, logistics, and commercial functions.
Prepare and monitor budgets, forecasts, and cash flow projections aligned with corporate objectives.
Ensure compliance with fiscal, legal, and regulatory obligations, coordinating external auditors and advisors.
Promote cross-functional collaboration to strengthen end-to-end processes.
Implement and maintain internal controls and systems, fostering automation and digitalization.
Coach and develop the AR/AP team, encouraging accountability and continuous improvement.
Candidate Profile
Degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
Experience in multinational environments, ideally with European headquarters.
Strong knowledge of U.S. GAAP and familiarity with IFRS or European standards.
Excellent leadership, communication, and interpersonal skills.
Fluency in English and Spanish.
What's Offered
Opportunity to join an international company in a strategic growth phase.
Dynamic and multicultural work environment.
Competitive compensation package aligned with U.S. market standards.
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.
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