Finance analyst jobs in North Richland Hills, TX - 2,100 jobs
All
Finance Analyst
Corporate Finance Analyst
Investment Banking Associate
Procurement Analyst
Wealth Management Advisor
Summer Analyst
Finance Manager
Operations Analyst
Senior Finance Analyst
Asset Management Analyst
Tax Analyst
Senior Analyst
Investment Analyst
Investment Consultant
Finance Controller
Investment Analyst (looking for public accounting)
Robert Half 4.5
Finance analyst job in Dallas, TX
Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm.
Please email your profile to Chris.Willhite@RobertHalf.com.
Here is more on the opportunity:
Conduct market analyses to evaluate market potential for development of proposed projects
Evaluate financial feasibility of proposed projects
Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations
Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments
Communicate with key decision-makers
Present key findings of feasibility analyses to executive management
Assist executive management with development of business and strategic plans, proposals and presentations
Participate with project and task-oriented initiatives
Handle other responsibilities as assigned
Education and Experience Required
Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university
Master's degree preferred
Minimum of two years' business experience including financial analysis, accounting and operations
Client service experience is preferred
Knowledge, Skills, and Abilities Required
Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy
Analytical and problem-solving skills
Basic financial modeling skills
Interpersonal, oral and written communication skills
Strong organization skills and ability to manage complex tasks and issues concurrently
Demonstrate flexibility and positive client- service attitude
Self-starter capable of working independently
Please email your profile to Chris.Willhite@RobertHalf.com.
$57k-92k yearly est. 4d ago
Looking for a job?
Let Zippia find it for you.
Asset Management Multifamily Analyst
Selby Jennings
Finance analyst job in Dallas, TX
Selby Jennings has been exclusively retained to identify an Asset Management Analyst for a leading Commercial Real Estate investment firm headquartered in Dallas, TX. With over $3.5bn in assets under management, this firm is known for its strategic approach to real estate investing and its strong track record across multiple asset classes. This particular role will focus on the residential portfolio, including multifamily and BTR assets, making prior experience in residential real estate a key differentiator.
The team is lean, dynamic, and highly collaborative, offering a unique opportunity for accelerated career growth, direct exposure to senior leadership, and involvement in high-impact investment decisions. The ideal candidate will be intellectually curious, analytically sharp, and eager to contribute to a fast-paced, entrepreneurial environment.
Key Qualifications:
- 1- 1.5 years of experience in residential real estate private equity, investment banking, or a related institutional investment platform
- Strong academic credentials from a top-tier university, with a high GPA and positive performance reviews or rankings
- Advanced financial modeling, underwriting, and due diligence capabilities, ideally gained through exposure to complex transactions
- Excellent communication skills, both written and verbal, with the ability to present ideas clearly and confidently
- Proven ability to manage multiple priorities under tight deadlines while maintaining attention to detail
- Strong interpersonal skills and a collaborative mindset, with the ability to build relationships across teams and functions
This is a rare opportunity to join a high-performing investment team at a pivotal stage of growth. If you're looking to take the next step in your real estate investment career, we encourage you to apply.
$55k-83k yearly est. 4d ago
Investment Consultant - Plano, TX
Charles Schwab 4.8
Finance analyst job in Plano, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$77k-139k yearly est. 1d ago
Investment Associate
MHW Search 3.9
Finance analyst job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis.
The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management.
KEY RESPONSIBILITIES
Acquisitions & Underwriting
Underwrite industrial acquisition and development opportunities using Argus and Excel-based models.
Conduct rent, sales, and market comps across targeted industrial submarkets.
Run sensitivity analyses and prepare return metrics for investment scenarios.
Support investment memos and underwriting packages for internal and investment committee review.
Market Research & Strategy
Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity.
Maintain pipelines, broker/owner databases, and market intelligence.
Assist in identifying new industrial markets and investment strategies.
Due Diligence & Transaction Execution
Participate in due diligence processes for acquisitions and developments.
Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review.
Assist in closing processes and cross-functional deal execution.
Portfolio & Asset Support
Support asset management initiatives, including model updates and business plan reviews.
Analyze leasing economics, tenant credit, and operating performance.
Assist in preparing reporting and asset summaries.
QUALIFICATIONS
1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets.
Industrial experience strongly preferred.
Argus proficiency required (Enterprise or DCF).
Advanced Excel modeling and financial analysis skills.
Experience supporting investment committee processes or preparing IC materials.
Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment.
Bachelor's degree in Finance, Real Estate, Economics, or related field.
Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity
Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means.
The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles.
This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.
$83k-128k yearly est. 2d ago
Operations Analyst for Private Equity Team
Q Investments 4.1
Finance analyst job in Fort Worth, TX
PHI is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of the company. You will work directly for the CFO of PHI Oil & Gas and closely with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role.
If you want a traditional/transactional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that level.
Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum three-year commitment needed.
About Q Family Office:
Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
About PHI Group:
Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment.
Position Description:
Provide analytical, forecasting, reporting, and project support to the CFO for the businesses.
Produce reports, which include key metrics, financial results, and variance analysis.
Assist in identifying opportunities for performance improvement across the organization.
Assist in analyzing M&A opportunities and evaluate new lines of business.
Develop models that help with decision-making.
Report directly to the CFO of PHI Oil & Gas and work closely with the Chairman of the Board and CEO, who is also a partner at Q Investments
Requirements:
Recent graduate with an interest in financial operations and management
Highly proficient Excel modeling capabilities
Partial VBA experience
Excellent academic credentials
Successful candidates must possess US employment authorization to work.
Must be able to commit to the position for at least three years.
About Scott McCarty:
Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc.
Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.
$55k-82k yearly est. 21h ago
Senior Financial Analyst
Alari Search, LLC
Finance analyst job in Frisco, TX
Rapidly growing, private equity owned company is seeking a Senior FinancialAnalyst to join their dynamic team. The Senior FinancialAnalyst will conduct corporate financial planning & analysis, along with data analytics.
Salary range is up to $110,000 plus bonus
Duties Include:
Budgeting preparation, forecasting, and variance analysis
Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow
Operations analysis, including cost and profitability analysis
Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors
Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends
Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management
Financial Modeling, building dashboards in Power BI
Ad hoc projects and reports and requested
Requirements
BS or BA in Business, Finance or Accounting
Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation
Overall business acumen; understands the big picture
Experience with Power BI, Tableau, or similar software
Strong financial analytics
Great communication skills - tactfully influential
Very organized with attention to detail
Advanced Excel spreadsheet and modeling skills
Strong work ethic and results driven
Ability to drive change
$110k yearly 1d ago
Financial Analyst
Russell Tobin 4.1
Finance analyst job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
$23 hourly 1d ago
Procurement Analyst
Insight Global
Finance analyst job in Dallas, TX
Insight Global is seeking a Sr. IT Sourcing Analyst for one of their clients in the Dallas, TX area. This role will focus on sourcing large-scale categories and driving cost reduction initiatives while maintaining high quality and operational efficiency. On a day-to-day basis, the analyst will identify and negotiate with new suppliers, participate in new product development by selecting components and vendors, and provide data-driven feedback on supplier performance. They will collaborate closely with sourcing leadership to analyze purchasing decisions, lead cost-reduction and quality improvement projects, and coordinate efforts between sourcing, production, and suppliers. The position also involves forecasting material consumption, setting up new product details in internal systems, and maintaining strong relationships across business units and external partners. The analyst will learn supplier processes at a technical level to identify mutually beneficial opportunities and ensure decisions balance short-term and long-term benefits. This role requires strong communication, problem-solving, and organizational skills, along with proficiency in Microsoft Office and the ability to manage multiple projects simultaneously.
REQUIRED SKILLS AND EXPERIENCE
3+ years of experience in strategic sourcing
Strong background in vendor management and contract negotiations
Hands-on experience conducting RFPs
Excellent communication skills
Advanced proficiency in Microsoft Excel
NICE TO HAVE SKILLS AND EXPERIENCE
Bachelor's degree in a related field
Experience using SAP for contract management, data analysis, and reporting
$85,000-$95,000 per year annual salary.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.
$85k-95k yearly 2d ago
Finance Manager
G.A. Rogers & Associates 3.8
Finance analyst job in Farmers Branch, TX
G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team.
Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!!
This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion.
How You'll Spend Your Time
Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs.
Act as a trusted financial counterpart to leaders who are making real-time decisions.
Frame insights in ways that drive action, not debate.
Diagnose what's really driving results - not just what shows up in reports.
Convert dense financial and operational data into clear priorities.
Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality.
Strengthen how costs are tracked, decisions are documented, and dollars are accounted for.
Identify where processes leak time, money, or clarity - and fix them.
Improve consistency across systems so leaders can trust what they're seeing.
Define standards that scale, not workarounds that break.
Design indicators that reveal momentum early - good or bad.
Connect field activity to financial outcomes in a way that feels obvious once seen.
Clarify where profit is earned, where it erodes, and why.
Lead planning cycles that actually influence behavior.
Build forecasts that adapt as conditions change instead of becoming outdated artifacts.
Present forward-looking views that help leaders choose paths, not defend the past.
Develop people, not dependencies.
Set clear direction, remove friction, and raise the bar without noise.
Help others understand how their work fits into something larger.
Leave teams and processes stronger than you found them.
What You Bring
A track record of financial leadership in environments where work is physical, variable, and execution-driven.
Experience guiding teams with mixed strengths and backgrounds.
Confidence to influence without relying on title.
Comfort operating where not everything is finished or documented - and the discipline to improve it.
Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome).
A bias toward building things that last.
Background That Fits
8-10+ years in financial planning, performance management, or operational finance.
Exposure to construction, mechanical services, or another project- or labor-driven industry.
Direct involvement in improving visibility into cost, margin, and performance.
$78k-103k yearly est. 1d ago
Procurement Analyst
PTR Global
Finance analyst job in Plano, TX
Procurement Analyst Location: Plano, Texas 75024 (Hybrid (Tue to Thu) Initially, it will be Mon to Thu later, every week) Duration: 12 months with the possibility of extension, potential for hire These tasks include but are not limited to the following:
Performing simple benchmarking activities, assisting with PR/PO issuance and operations tasks, assisting with supplier diversity initiatives, assisting with simple amendments, processing NDA requests, completing Purchase Order revisions and maintenance, etc.
Supporting procurement buyer functions for the advertising/marketing and professional services categories
The tasks include but are not limited to the following: leading RFxs, supplier management efforts, pricing and contract negotiations, etc.
What candidates will be doing:
Leading sourcing activities (e.g. RFI, RFQ, RFP)
Negotiating commercial terms in contracts (e.g. pricing, length of contract, aspects of scope, etc.)
Supplier management
Manage our Procure to Pay (P2P) process for high volume, low risk request
Review and process purchase requisitions
PO management
Troubleshoot internal stakeholder and supplier issues with requisition, PO/invoicing and/or supplier onboarding
Supporting the development and execution of contractual documents including Non-Disclosure, Services and other agreements as necessary to support Procurement and business needs.
Work with internal contract administration group to initiate/manage incoming contract requests
Qualifications/ What candidates bring (Must Haves) - Highlight Top 3 to 5 skills:
Bachelor's degree with emphasis in Business Administration, Supply Chain or Marketing
Procurement experience
Contract and Pricing negotiation experience
Knowledge of strategic, analytical and project management skills
Knowledge of collaboration, communication and influencing skills
Added bonus if candidates have (Preferred):
Familiarity with SAP Ariba
Familiarity of contract processes
Automotive industry experience
About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit *****************
At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:
Pay any fee to be considered for, submitted to, or selected for any opportunity.
Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.
Pay Range: $30- $33/hr. W2
The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.
If you receive a suspicious message, email, or phone call claiming to be from PTR Global, do not respond or click on any links. Instead, contact us directly at ***************. To report any concerns, please email us at *******************
$30-33 hourly 3d ago
Tax Analyst
Coforge
Finance analyst job in Dallas, TX
Job Title: Tax Analyst
Skills: Tax, payments, Microsoft Office Suite (Excel, Word, Outlook)
Experience: 1-2 years
Onsite role
We at Coforge are hiring Tax Analyst with the following skillset:
Process tax payments to various tax offices accurately and on time.
Handle live checks, including return checks, refunds, void/reissue requests, and stop payments.
Perform check printing, scanning, and documentation for compliance and record-keeping.
Make outbound calls to taxing jurisdictions to confirm payment details and resolve discrepancies.
Research and resolve payment issues promptly.
Maintain accurate records of all transactions and ensure compliance with company policies.
Collaborate with internal teams to support tax-related inquiries and reporting.
Qualifications:
High school diploma or equivalent; associate or bachelor's degree preferred.
Previous experience in tax payment processing, accounting, or finance is a plus.
Strong attention to detail and accuracy in handling financial transactions.
Excellent communication skills for interacting with tax offices and internal teams.
Ability to work efficiently in a fast-paced environment and meet deadlines.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
$45k-68k yearly est. 2d ago
Senior Analyst
Rreaf Holdings
Finance analyst job in Dallas, TX
We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners.
Position Summary:
The Asset Management Senior Analyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments.
Key Responsibilities:
Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking.
Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards.
Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies.
Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans.
Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation.
Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting.
Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders.
Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes).
Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables.
Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays.
Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals.
Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries.
Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions.
Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred).
Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus.
Familiarity with CapEx draw processes and loan servicing documentation is preferred.
Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders.
Strong interpersonal and written communication skills.
Ability to travel occasionally for site visits and internal team meetings.
Compensation & Benefits:
Competitive base salary + discretionary bonus
Full health, dental, and vision benefits
401(k) with company match
Paid time off, holidays, and sick leave
Business Unit:
Financial And Valuation Advisory
Industry:
Corporate Valuation Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.
Financial and Valuation Advisory
Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Basic Qualifications
A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028
Coursework in accounting and finance
A fundamental understanding of valuation theory, methodologies, and applications
Preferred Qualifications
Strong analytical abilities and financial and computer skills (Excel in particular)
A demonstrated ability to work cooperatively with all levels of staff
Excellent verbal and written communication skills
Overview
The Corporate Valuation and Advisory Services (“CVAS”) team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries.
Responsibilities
As a Summer FinancialAnalyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
2025 Benefits
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
#LI-115268
$70k-115k yearly Auto-Apply 35d ago
Corporate Strategy Analyst
Landmark Structures
Finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
* Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
* Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
* Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
* Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
* Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
* Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
* Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
* Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
* Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
* Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
* Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
* Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
* MBA or equivalent advanced degree is strongly preferred.
Experience:
* 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
* Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
* Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
* Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
* Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
* Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
* Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
* High attention to detail, accuracy, and organization when managing data sets and analyses.
* Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
* Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
* Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
* High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
* Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
* Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
* Motion: Frequent use of hands and fingers for typing and handling office equipment.
* Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
* Environment: Primarily indoor, climate-controlled office environment.
* Travel Requirements: Minimal travel required.
* Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
If you have a question, or need an accommodation as part of the employment process, please contact Human Resources at ************************
Landmark is an Equal Opportunity Employer
View Company Information
To see other positions, click here.
$54k-82k yearly est. 31d ago
Corporate - Restructuring & Special Situations Finance
Evans Hiring Partners
Finance analyst job in Dallas, TX
Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company:
Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times.
Job Responsibilities:
Lead and execute complex restructuring transactions across various industries.
Provide strategic financial analysis and advisory services to clients facing distressed situations.
Collaborate with internal teams and external advisors to devise and implement effective restructuring plans.
Conduct thorough financial assessments and modeling to support client objectives and negotiations.
Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders.
Negotiate terms and conditions with various parties involved in restructuring processes.
Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance.
Mentor and train junior staff to enhance team capabilities and service delivery.
Essential Qualifications:
Juris Doctor (JD) degree from an accredited law school.
Admission to the bar in the applicable jurisdiction.
A strong understanding of finance and restructuring principles.
Exceptional analytical and problem-solving skills.
Excellent written and verbal communication abilities.
Desired Experience:
Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields.
Demonstrated experience in advising on complex transactions and distressed companies.
Experience working in a law firm or professional services firm preferred.
Proven track record of managing client relationships and delivering high-quality legal services.
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
Salary & Benefits:
The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities.
Application Process:
Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team in Dallas.
Group Description: Opportunity to join JPM's Investment Banking Division based in Dallas, TX. Current team consists of 15+ investment banking professionals, from analyst to Vice Chairman, generating over $200mm in annual fee revenue. Sectors of focus include Consumer & Retail, Diversified Industrials, Healthcare, and Media & Communications. Clients include a combination of publicly-listed and privately-held companies. As a full-service global investment bank, our assignments include a broad mix of sell-side and buy-side M&A, as well as both equity and debt capital markets executions. Illustrative clients include:
Bass Pro Shops / Cabela's
Neiman Marcus
PetSmart
PGA Tour Superstores
Fender Guitar
Tecovas
Under Armour
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
Develop content for strategic meetings with clients regarding M&A or capital market transactions
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
Provide leadership, mentorship and supervision to Associates and Analysts
Participate in graduate recruiting
Required qualifications, capabilities, and skills
Prior work experience in an investment banking front office role.
A well-rounded academic background from a top tier educational institution.
Strong financial modelling skills
Understands transaction cycle and the steps in the process and is execution oriented.
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
Self-directed, highly motivated, and able to work independently
$79k-117k yearly est. Auto-Apply 60d+ ago
2027 Summer Analyst Program - M&A (Dallas)
TD Bank 4.5
Finance analyst job in Dallas, TX
**Role Type:** Internship/Co-op **Work Term:** Summer/Term 3 Dallas, Texas, United States of America **Hours:** 40 **Pay Details:** $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Job Description:**
**2027** **Summer** **Analyst** **Program** **-** **M&A** **(** **Dallas** **)**
TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships.
Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will:
+ Participate in an immersive orientation and rigorous technical training program thatis focusedon building a strong foundation in financial analysis,accountingand valuation skills.
+ Build andmaintaincomplex financial models.
+ Perform various financial analyses and apply valuation tools to assess opportunities.
+ Conduct comprehensive and in-depth company and industry research.
+ Draft external marketing materials and client pitch presentations.
+ Support in the execution of M&A transactions.
+ Collaborate with various teams across the Corporate & Investment bank.
What makes M&A right for you?
+ M&Aat TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting clientrelationshipsand create best-in-class, client-facing presentation materials and financial models.
+ Analysts will work in a fast-paced environment that ischallengingyet collaborative and motivating.
+ Requires the ability to think analytically and solve complex financial problems.
+ Along withestablishingsoft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, workethicand enthusiasm.
Who We Are Looking For
+ Pursuing a bachelor's degree withan anticipatedgraduation date between December 2027 and June 2028.
+ Authorized to work in the United States without the need for employer sponsorship. Forindividualswhose work authorization is or will be based on F-1 optional practical training, your degree oranticipateddegree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension
+ Results driven, proven academicexcellenceand strong interpersonal skills.
+ High ethical and professional standards.
+ Strong financial/analytical skills, knowledge of MS Excel preferred.
+ Proactive and highly motivated.
+ Able to work effectively in a team environment and independently.
+ Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
**Application Deadline** : February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
**Depth & Scope:**
+ Builds an understanding of the businesses and Customers the role supports
+ May answer and direct incoming calls internally and externally
+ Provides support for Manager and others areas, as indicated
+ May assist in completing various departmental projects/reports
+ May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
+ Analyzes specific accounts
+ Assists in the preparation of specific federal and state returns
+ Assists with projects
+ Assists in the audit requests
+ Assists with operational and administrative functions
+ May support or partner with several business functions/areas/departments
+ Participates in various projects and tasks, as assigned
**Education & Experience:**
+ High School Diploma required
+ Currently enrolled in 4 year college program or post graduate program
+ 3.2 GPA or higher preferred
+ Excellent computer skills, including Microsoft Office
+ Excellent interpersonal skills
+ Demonstrated leadership qualities
+ Good written and oral communications skills
+ Detail oriented and self-motivated
+ Ability to handle multiple tasks in a fast-paced environment
+ Ability to work in an office environment
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
$30-45 hourly 14d ago
Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab 4.8
Finance analyst job in Roanoke, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
Schwab's Wealth Advisory team embodies our firm's commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry's top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
Active and valid FINRA Series 7
Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
1-3 years of experience in the financial services industry
Preferred Qualifications:
Experience servicing high net worth clients
Bachelor's Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$43k-84k yearly est. 1d ago
2027 Summer Analyst Program - M&A (Dallas)
TD Bank 4.5
Finance analyst job in Dallas, TX
Role Type: Internship/Co-op Work Term: Summer/Term 3 Hours: 40 Pay Details: $30.00 - $45.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Job Description:
2027 Summer Analyst Program - M&A (Dallas)
TD Securities is a market leader in Mergers & Acquisitions and strategic advisory across a broad range of industries, such as Healthcare, Energy, Consumer and Chemicals. Our M&A business provides world-class advice and execution services to guide corporations through strategic M&A opportunities. Our client-first, solutions-oriented, and product agnostic approach drives high quality transaction outcomes and long-lasting relationships.
Our M&A Summer Analyst program offers an exciting opportunity to gain valuable hands-on experience and deep insights into our day-to-day work as we deliver on innovative strategies and solutions to meet the objectives of our clients. You will work on a collaborative and dynamic team, during which you will develop extensive industry experience, build long-lasting relationships and create best-in-class, client-facing presentation materials and financial models. As a summer analyst, you will:
* Participate in an immersive orientation and rigorous technical training program that is focused on building a strong foundation in financial analysis, accounting and valuation skills.
* Build and maintain complex financial models.
* Perform various financial analyses and apply valuation tools to assess opportunities.
* Conduct comprehensive and in-depth company and industry research.
* Draft external marketing materials and client pitch presentations.
* Support in the execution of M&A transactions.
* Collaborate with various teams across the Corporate & Investment bank.
What makes M&A right for you?
* M&A at TD Securities offers the opportunity to gain extensive industry experience, develop long-lasting client relationships and create best-in-class, client-facing presentation materials and financial models.
* Analysts will work in a fast-paced environment that is challenging yet collaborative and motivating.
* Requires the ability to think analytically and solve complex financial problems.
* Along with establishing soft skills (communication, professionalism, etc.) and technical skills (financial modeling, valuation analysis, etc.), successful analysts develop strong attention to detail, proactivity, urgency, pride, work ethic and enthusiasm.
Who We Are Looking For
* Pursuing a bachelor's degree with an anticipated graduation date between December 2027 and June 2028.
* Authorized to work in the United States without the need for employer sponsorship. For individuals whose work authorization is or will be based on F-1 optional practical training, your degree or anticipated degree must be in a qualifying STEM program, as reflected on your Form I-20. This role is not suitable for individuals who are ineligible for a STEM OPT extension
* Results driven, proven academic excellence and strong interpersonal skills.
* High ethical and professional standards.
* Strong financial/analytical skills, knowledge of MS Excel preferred.
* Proactive and highly motivated.
* Able to work effectively in a team environment and independently.
* Demonstrated leadership (i.e., sports, clubs, extracurricular activities, and philanthropy, etc.).
Application Deadline: February 1, 2026.
Interviews will occur on a rolling basis from January through April - it is encouraged that candidates apply well ahead of the deadline of February 1, 2026.
___________________________________________________
The Intern assists designated department management and staff in performing assigned tasks under direct or general supervision. Exemplifies the TD Securities Culture and Customer Service Philosophy. The intern will be required to interact with various internal and external groups.
Depth & Scope:
* Builds an understanding of the businesses and Customers the role supports
* May answer and direct incoming calls internally and externally
* Provides support for Manager and others areas, as indicated
* May assist in completing various departmental projects/reports
* May assist in the Preparation of specific schedules related to the monthly/quarterly/yearly reports or projects
* Analyzes specific accounts
* Assists in the preparation of specific federal and state returns
* Assists with projects
* Assists in the audit requests
* Assists with operational and administrative functions
* May support or partner with several business functions/areas/departments
* Participates in various projects and tasks, as assigned
Education & Experience:
* High School Diploma required
* Currently enrolled in 4 year college program or post graduate program
* 3.2 GPA or higher preferred
* Excellent computer skills, including Microsoft Office
* Excellent interpersonal skills
* Demonstrated leadership qualities
* Good written and oral communications skills
* Detail oriented and self-motivated
* Ability to handle multiple tasks in a fast-paced environment
* Ability to work in an office environment
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
* Domestic Travel - Occasional
* International Travel - Never
* Performing sedentary work - Continuous
* Performing multiple tasks - Continuous
* Operating standard office equipment - Continuous
* Responding quickly to sounds - Occasional
* Sitting - Continuous
* Standing - Occasional
* Walking - Occasional
* Moving safely in confined spaces - Occasional
* Lifting/Carrying (under 25 lbs.) - Occasional
* Lifting/Carrying (over 25 lbs.) - Never
* Squatting - Occasional
* Bending - Occasional
* Kneeling - Never
* Crawling - Never
* Climbing - Never
* Reaching overhead - Never
* Reaching forward - Occasional
* Pushing - Never
* Pulling - Never
* Twisting - Never
* Concentrating for long periods of time - Continuous
* Applying common sense to deal with problems involving standardized situations - Continuous
* Reading, writing and comprehending instructions - Continuous
* Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
How much does a finance analyst earn in North Richland Hills, TX?
The average finance analyst in North Richland Hills, TX earns between $40,000 and $82,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in North Richland Hills, TX
$57,000
What are the biggest employers of Finance Analysts in North Richland Hills, TX?
The biggest employers of Finance Analysts in North Richland Hills, TX are: