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Finance analyst jobs in Laredo, TX
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Edward Jones
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$45k-100k yearly 2d agoSenior Manager, Accounting & Financial Reporting
GXO Logistics
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.$99k-143k yearly est. 4d agoAssociate Financial Advisor
Edward Jones
Finance analyst job in Dumas, TX
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 105 W 7th, Dumas, TX This job posting is anticipated to remain open for 30 days, from 19-Nov-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. 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 an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $61800.00 Hiring Maximum: $65600.00 Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license 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.$61.8k-65.6k yearly 1d agoReporting Analyst
Us Tech Solutions
Finance analyst job in San Antonio, TX
Duration: 12 Months Contract This role supports business processes and system requirements through the design, configuration, implementation, administration, and reporting of IT systems for the EIT Operations and End User Support teams. The position focuses on delivering actionable insights via SQL Server Reporting Services (SSRS), Microsoft Power Platform, and Visual Studio, while also administering the ServiceNow ITSM and Knowledge Management platforms and supporting general ticket management workflows. Key Responsibilities Develop and maintain reports using SSRS, Power BI, and Visual Studio. Build automation and reporting solutions using Power Platform tools (Power BI, Power Automate, Power Apps). Serve as System Administrator for ServiceNow ITSM and Knowledge Management platforms. Design and maintain department dashboards, Balanced Scorecard (BSC) reports, and performance metrics for leadership. Track and report on Service Level Objectives (SLOs) and Key Performance Indicators (KPIs) for internal teams and vendor performance. Recommend strategies for Service Level Management (SLM) improvements and identify opportunities for operational efficiency. Manage the report lifecycle: plan, implement, maintain, review, and retire reports. Support ticket management processes by monitoring, analyzing, and reporting on service request and incident trends. Respond to user inquiries and provide support for reporting and system administration issues. Participate in project meetings to gather reporting requirements and provide input on system capabilities and timelines. Support data conversion, customer satisfaction surveys, and expansion of ITSM tools to other business units. Minimum Qualifications Bachelor's degree in Computer Science, Information Systems, or a related field, or equivalent experience. Minimum 3 years of experience in an Operations or Service Desk environment with a focus on metrics, reporting, and ticket management. Proficiency in SSRS, Power BI, Power Automate, Power Apps, and Visual Studio. Hands-on experience with ServiceNow or similar ITSM platforms. Proficient in Microsoft Office 365 suite (Excel, PowerPoint, Outlook, Teams). Excellent communication, analytical, and problem-solving skills. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Recruiter Details: Name: Raviteja Yarram Email: ********************************* Internal I'd: 25-54215$57k-85k yearly est. 1d agoCorporate Finance, FP&A
Culbertson Resources Inc.
Finance analyst job in The Woodlands, TX
Senior FP&A Analyst We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization. Key Responsibilities: Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives. Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures. Support multiple capital raise initiatives, including debt, equity, and hybrid instruments. Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities. Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors. Collaborate cross-functionally with business units to align financial strategy with operational goals. Monitor performance metrics, key drivers, and trends to guide strategic decision-making. Qualifications: 4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, and analytical skills. Proven experience in M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.$54k-82k yearly est. 2d agoAssociate Epic Anayst
Medasource
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)$46k-71k yearly est. 4d agoOperations Analyst Tech - Military Veterans
Reversecareers
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.$90.1k-121.9k yearly 21h agoInvestments Analyst
Evergen Equity
Finance analyst job in Austin, TX
Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies. Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk. The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth. Organizational Structure and Reporting As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team. Essential Functions and Responsibilities Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types. Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers. Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks. Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors. Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions. Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations. Essential Knowledge, Skills, and Abilities Education & Experience: Bachelor's degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage. Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word. Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions. Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing. Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences. Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines. Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals. Additional Benefits and Requirements Medical and dental benefits Unlimited paid time off Right-to-invest eligibility after one year anniversary Professional development assistance Downtown Austin parking provided 24/7 In office Monday-Friday requirement$58k-101k yearly est. 4d agoInvestor Relations Associate
Dhanani Private Equity Group
Finance analyst job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships. Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations. Requirements:- Bachelor's degree in finance, business administration, or a related field. - Proven experience in investor relations, sales, or financial services. - Strong knowledge of investment management principles and practices. - Proficiency in basic accounting, financial reporting and banking operations. - Familiarity with SEC regulations and compliance requirements. - Ability to build and maintain relationships with investors, analysts, and other stakeholders. - Detail-oriented with strong organizational skills. Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Supplemental pay types: Bonus opportunities Ability to commute/relocate: Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required) Experience: Microsoft Office: 4 years (Preferred) Sales: 4 years (Preferred) Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding) Supplemental Pay: Bonus opportunities Job Type: Full-time Schedule: 8 hour shift Work Location: In person$74k-135k yearly est. 21h agoInvestment Analyst - Multifamily & LIHTC / Affordable Housing
Culver Investment Partners
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.$58k-99k yearly est. 1d agoPower BI Reporting Analyst
Genstone Financial
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 *********************$75k-90k yearly 3d agoAsset Management Analyst - Multifamily
Blayze Group
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$55k-83k yearly est. 1d agoFinancial Systems Analyst
Next Ventures
Finance analyst job in Houston, TX
Workday Financials Administrator - Remote - up to $130,000 Strong preference for Houston-based candidates! I'm working with a healthcare organization that's in the middle of a Workday Financials implementation, and they're looking for a Workday Finance Systems Administrator to support the build, stabilization, and long-term optimization of the platform. Remote is fine, but they'd love someone who is able to come into their Houston office as needed, a few times a week. What You'll Do: Support ongoing Workday Financials implementation work: configuration, testing, validation, and post-go-live stabilization Work closely with Workday & their Solution Implementor Administer Workday FINS on a day-to-day basis: security, business process updates, reporting, data loads, and integrations support Partner with Finance, AP, Procurement, and RevCycle teams to capture requirements and translate them into scalable Workday solutions Troubleshoot system issues, log/manage tickets, and collaborate with the implementation partner Handle release testing, change management, and documentation for new features What You Bring: At least one end-to-end Workday Financials implementation (non-negotiable) Hands-on functional experience with key FINS modules - AP, AR, Banking/Cash, Procurement, Expenses, Projects, or similar Experience with Prism/Accounting Centre a bonus Ability to configure business processes, security, and reporting Experience supporting finance stakeholders and translating requirements Healthcare experience is a plus, but not required Strong communicator who can work effectively in a remote-first environment Why This Role is Great: Join right as Workday FINS goes live - high impact, high visibility Remote flexibility with preference for Houston-based collaboration Healthcare org that's heavily investing in modernizing their systems and processes Opportunity to shape the long-term roadmap beyond go-live Will be able to take a leadership position in the Adaptive Implementation next year$130k yearly 4d agoFinancial Relationship Consultant
The Intersect Group
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$75k-106k yearly est. 21h agoTelecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Ampstek
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 *************************$47k-69k yearly est. 21h agoSenior Financial Analyst
Tarvos Talent
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 ************************.$68k-90k yearly est. 21h agoFinance Manager (CIMSA AMERICAS)
ÇImsa
Finance analyst job in Houston, TX
We are looking for a Finance Manager to join our Çimsa Americas Team! is located in Houston, Texas, As Finance Manager at Çimsa Americas you will be responsible for: Organize the company's financial planning and operational processes (current year and long-range planning) across the Americas and all business units through cross-functional coordination, key driver analysis, KPI management, and collaborative support Lead and optimize the finance function and all operational teams Develop and manage strong relationships with internal teams, customers, tax authorities, banks, and vendors Establish and maintain a documented system of accounting policies and procedures Create an orderly chart of accounts and a robust system of controls over accounting transactions Manage the annual audit process to ensure accurate and comprehensive results, meeting all deadlines and requirements of lenders, owners, and other stakeholders, while maintaining positive working relationships Develop and oversee the treasury strategy Manage cash flow effectively Ensure timely, accurate, and complete financial reporting for senior management and shareholders; lead month-end and year-end closing processes and coordinate consolidation Ensure compliance with all reporting requirements and tax filings for local, state, and central public institutions and banks Prepare the 1-year budget, 3-year budget, and expected financial forecasts Ensure the finance area is managed in a safe, organized manner in alignment with budgetary guidelines Proactively assign tasks and teams for additional responsibilities and projects Monitor and manage credit risk Tracking Related Party transactions and Transfer Pricing Reports Digitalization Projects and SAP implementation This is the opportunity for you if you have these skills and requirements: University degree in related fields, (Faculty of Economics or similar) preferably a master's degree 7-10 years' experience in accounting/finance department, preferably in an international group of companies Advanced knowledge of English and Turkish Advanced use of MS Office programs Ability to use Microsoft Office and SAP programs effectively Having good judgment, analytical thinking, responsible Team management skills Big 4 experience is plus ÇİMSA considers equality, diversity and inclusiveness in business life as a part of the culture of doing business, and implements the policies it publishes and practices related to this. To contribute to creating a more socially inclusive world by providing fairer and equal working environments for all; It aims to develop creativity by providing different perspectives by employees using all their talents and differences that make them special, at work, to attract people from all segments of the society who do their jobs in the best way and to retain existing talents. ÇİMSA observes the principle of "Equality at Work" in all its processes. In this context, it aims to provide gender equality by providing equal opportunities to its female and male employees, to fight against stereotypes and prejudices of sexism, and to prevent all kinds of discrimination.$69k-101k yearly est. 2d agoFinance Associate - Acquisitions & Planning
Sullivan Brothers Family of Companies
Finance analyst job in Houston, TX
The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources. Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future. Role Description The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio. Responsibilities Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation Monitor and analyze the financial performance of existing and newly acquired business units Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed Qualifications Previous experience with investment bank, private equity, consulting or public accounting firm preferred Must have intermediate to advanced proficiency in Microsoft Excel Demonstrate excellent analytical, communication, research and writing skills Demonstrate leadership skills to direct a project and/or team Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes 4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics$45k-82k yearly est. 2d agoSenior Financial Analyst
Artemis
Finance analyst job in Houston, TX
The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles. Key Responsibilities Project Financial Management Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects. Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities. Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis. Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments. Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting. Financial Planning & Analysis Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders. Support companywide forecasting, long-term planning, and budgeting cycles. Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making. Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities. Cross-Functional Collaboration Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy. Present financial insights, trends, and recommendations to senior leadership. Qualifications & Requirements Bachelor's degree in Accounting, Finance, Business, Economics, or related field required. 2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry. Strong understanding of construction cost structures, project financials, and development lifecycles. Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis WIP reporting and revenue recognition, Pro forma modeling for development projects Advanced Excel skills (pivot tables, advanced formulas, financial modeling). Strong analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment.$51k-64k yearly est. 1d agoContract Analyst
Jab Recruitment
Finance analyst job in Houston, TX
A JAB Recruitment client is seeking a CONTRACTS ANALYST to support their Capital Project group. PLEASE NOTE: This is a W2 contract position; 6-12 months with the opportunity to convert based on performance, business need, market drivers and internal approvals. Not guaranteed. This role is based ONSITE - 5 days in office - Houston, Texas 77046 - Greenway Plaza Candidates must be authorized to work in the US indefinitely without present or future need for visa sponsorship. Local Candidates preferred No C2C Primary Purpose The Contracts Analyst will support a large-scale, multi-billion-dollar industrial project consisting of multiple high-value contracts. Reporting to the Senior Contracts Manager and Project Director, this role will draft, review, and manage general and specialty service contracts and all supporting documentation across the contract lifecycle. Responsibilities include developing Statements of Work (SOW), Change Orders, Contract Terms, and Work Directives. The Analyst ensures contractual compliance, mitigates risks, and supports project schedules and budgets through meticulous documentation, strong analytical skills, and a solid understanding of contract law and construction processes. Essential Duties & Responsibilities Contract Documentation & Administration Draft, review, and edit contractual documents, including master service agreements, work directives, change orders, and non-disclosure agreements. Prepare and manage correspondence, negotiation memoranda, and contract-related documentation. Track compliance with contract terms, maintain logs, and engage stakeholders to obtain required deliverables. Organize and maintain all contract records, including deliverables, change orders, invoices, purchase orders, and work directives. Compliance & Risk Management Analyze contract requirements, special provisions, and terms to ensure alignment with applicable laws, regulations, and internal policies. Identify risks, gaps, and conflicts during contract review and negotiation; provide recommendations to the Senior Contracts Manager. Monitor contractor and vendor performance for adherence to terms, including insurance and bonding requirements when applicable. Financial & Budgetary Support Review and evaluate payment applications, cost events, and change orders to ensure alignment with contract terms. Support project controls with forecasting, invoice reconciliation, and pricing analysis. Provide data for cost comparisons and financial impact assessments. Coordination & Communication Serve as a primary contact for internal teams (legal, finance, procurement, project management) and external partners (contractors, vendors). Collaborate with cross-functional teams to align contract strategy with project goals. Prepare reports and presentations on contract status, performance metrics, and compliance matters for leadership. Provide guidance to project staff regarding contract requirements and obligations. Minimum Requirements Education Bachelor's degree in Business Administration, Accounting, Finance, Supply Chain Management, Construction Management, or a related field; or equivalent experience. Five (5) years of relevant direct experience may substitute for a degree. Experience & Knowledge 3+ years of experience in contract administration, preferably within large-scale capital projects in construction, engineering, or infrastructure. Proficiency in Microsoft Office Suite and Adobe applications. Experience with Contract Lifecycle Management (CLM) software and/or ERP systems (Oracle preferred). Solid understanding of materials and service contract law, terms, and conditions. Minimum of three (3) years managing contract negotiations, including redlining, in collaboration with legal teams. Certifications Valid driver's license with an acceptable driving record for job-related travel. Competencies & Skills Exceptional attention to detail, analytical capability, and problem-solving skills. Strong written and verbal communication skills with the ability to explain complex issues clearly. Highly organized with the ability to manage a high volume of contracts and multiple projects simultaneously. Ability to work independently and exercise sound judgment. Strong negotiation and interpersonal skills. Ability to analyze financial impacts, assess risks, and resolve complex issues. Adaptability and commitment to continuous improvement within contracting and procurement processes. Working Conditions Occasional overnight travel (10-20%). Must be available to respond during working and non-working hours. May be required to work non-standard hours to coordinate with teams across U.S. and global time zones. Employment is contingent upon successful completion of a drug screen and background check. Preferred Qualifications Contract Administration or Contract Negotiation certifications. Experience in large-scale industrial, energy, or infrastructure projects. JAB Recruitment is an equal opportunity employer. Qualified applicants are considered without regard to race, color, religion, sex, national origin, age, citizenship status, marital status, medical condition, disability, or any other protected status. EOE/M/F/D/V.$40k-59k yearly est. 4d ago
Learn more about finance analyst jobs
How much does a finance analyst earn in Laredo, TX?
The average finance analyst in Laredo, TX earns between $39,000 and $87,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Laredo, TX
$58,000
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