Finance Manager
Finance analyst job in Plano, TX
Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path.
Finance Manager
5+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting expereince required
Executive level polish and communication and ability to effectively communicate with non-financial stakeholders
The need is immediate - interested candidates please send resumes to:
Matt Marmaro
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Leone Real Estate Partners - Investment Analyst
Finance analyst job in Frisco, TX
Commercial Real Estate Financial Analyst (Part-Time, with Opportunity to convert to Full-Time)
Who we are: we are a real estate investment firm focused on Class B and C value add apartment complexes, RV parks and NNN industrial properties. We have over $100M of AUM and over 1700 doors under management. We have six core values (also listed on our website (************************************** 1. Servant Leadership 2. Relentlessness 3. Unwavering Ethics 4. Growth Mindset 5. Measured Performance 6. Innovative. If those core values resonate with you and you want to learn how to invest in commercial real estate you should apply for this internship. This isn't your typical internship as you will learn a ton and be given a good amount of responsibility. The responsibility will require a good amount of autonomy and self-starter qualities, no hand holding.
Supervision: this role will work directly with the CEO of the company. The CEO has over 20 years of experience in the real estate space working for companies with large multimillion and billion-dollar portfolios like Nuveen Real Estate and Berkeley Partners.
Role and Responsibilities:
· Must have proficiency in Artificial Intelligence with the ability to use it to enhance our real estate business processes.
· Review and analyze potential deals. Work includes reviewing and spreading financials, rent rolls, reviewing market conditions, and making investment assumptions.
· Attend weekly deal calls, weekly property management calls.
· Assist with transaction management and due diligence/closing activities.
· Maintain and update property cash flows and valuation models.
· Monitor the performance of existing investments.
· Prepare financial forecasts and analyses.
· Assist with asset level business plans and annual operating budgets.
· Assist with reviewing budgets and monthly variance reports submitted by property management.
· Help track capital project expenditures and budgets.
· Cold call property owners to help source deals with the ability to earn commission on deals sourced and closed.
Skills and Qualifications
· Advanced Microsoft Excel is required. Costar and data analysis proficiency a plus.
· Ability to analyze qualitative and quantitative information and communicate effectively.
· Detail oriented, with ability to reproduce a quality work product with limited oversight.
· Strong communication skills, with a demonstrated ability to write effectively.
· Intellectual curiosity with a genuine passion/interest in the real estate industry and expanding their knowledge base.
· Motivated self-starter with effective time management skills. Entrepreneurial background/interest is encouraged.
· Strong integrity and professionalism.
· A desire to work within a fast paced, collaborative and entrepreneurial environment.
· Ability to interact with brokers and attend social/networking events.
· Ability to commit to 10-20 hours per week during normal times, could be more per week during busy times for the duration of the position.
· Time frame - Spring 2025 and Summer 2026 (January 2026 - end of August 2026)
Compensation
$1,500 a month, fixed amount and the ability to earn more than the monthly pay via commission based compensation. Will earn a commission on ANY deal sold or purchased during the internship (we have at least one property that should get sold during the internship) plus ability to earn additional larger commission on any deal sourced via cold call and closed. PLUS if your school offers it can get school credit for the internship.
Product Analyst Intern, Summer 2026
Finance analyst job in Plano, TX
Tyler Technologies is looking for Product Analyst Interns to join our Courts & Justice team in the Plano, TX office! Our Summer 2026 Interns will work closely with Tyler's Development team. The Product Analyst Interns will assist our Product Analysts in the software development process by working to review requirements and improvements throughout the entire software development life cycle. The position represents an excellent opportunity to work in a software development organization and develop skills in the software development life cycle process.
Responsibilities
Learn and analyze customer business requirements.
Assist the product team with the documenting and designing of product solutions to meet requirements.
Assist with the writing of test plans and executing test plans.
Help in the analyzation of issues and proactively researches and applies knowledge to assist in resolving the new issues and issues of varying degrees of complexity with or without software development.
Qualifications
Must be pursuing a degree in Management Information Systems, Business, Computer Sciences, Management, Marketing, Technical Writing or related disciplines.
Must have a GPA or 3.00 or higher (or equivalent) overall in major
Excellent interpersonal skills
Excellent decision making and problem solving skills.
Strong organizational skills
Strong analytical ability specifically in a technical environment
Excellent written and oral communication skills
Planning and organizational skills involving the ability to manage multiple work tasks effectively.
Time management skills.
Proficient in Microsoft Office.
Ability to work independently as well as collaborate in a team.
Ability to be effective in a fast-paced environment.
Auto-ApplyTest Analyst - Automation, Finance domain Testing Business Analyst (Interview will be On 8th September 2017 and offers will be rolled out quickly)
Finance analyst job in Plano, TX
Hi, Greetings Hope you are doing great! I would like to update you on an urgent open position with our esteemed client. Please go through the Job Description. Send me your updated resume and expected rate for the below position. Note: Client is willing to Provide the Re-location Assistance
Role: Test Analyst - Automation, Finance domain Testing Business Analyst (Interview will be On 8th September 2017 and offers will be rolled out quickly)
Duration: Full TIme
Location: Plano, TX
Qualifications
Basic
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
• At least 2 years of experience in Information Technology and Salesforce.com.
Preferred
• At least 2 year of experience in Auto Domain experience, Telematics, Selenium Test Automation, WebServices Testing, IOT, Performance Testing.
• At least 2 year of experience in software development life cycle.
• At least 2 years of experience in translating functional/non-functional requirements to system requirements.
• Experience and understanding of in Production support and performance engineering.
• Ability to work in team environment and client interfacing skills.
• Analytical skills
• Experience and desire to work in a Global delivery environment
Qualifications
• Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Sr Trade Desk Analyst
Finance analyst job in Plano, TX
at loan Depot
Responsible for contributing to day-to-day trading operations. Develops and implements tools and processes that ensure trades are seamlessly and accurately entered into all trading systems, margin is paid and received as expected, as well as providing general surveillance over the entirety of the whole loan trading book. Additionally, this role executes trades in the mortgage market while maintaining and furthering counterparty relationships. It also requires strong analytical skills to interpret large datasets and identify trends that impact trading decisions. The Senior Trade Desk Analyst will leverage advanced Excel functionality to ensure accurate reconciliation, reporting, and decision-making. Responsibilities:
Builds tools in Excel, SQL, python and various programing languages that provide efficiency and accuracy to the Institutional Capital team, which consists of Sales, Trading, and Transaction Management.
Analyzes large and complex datasets to identify discrepancies, trends, and actionable insights for trading strategies and operational improvements.
Develops and maintains dynamic Excel models using semi-complex formulas (e.g., VLOOKUP, XLOOKUP, IF/THEN, INDEX/MATCH, and pivot tables) to support pricing, trade reconciliation, and performance reporting.
Creates automated reporting tools and dashboards to streamline data validation and enhance transparency across trading operations.
Works in a shared environment, comparing data sets and problem solving in real time with teammates while presenting work on a shared screen.
Performs detailed data analysis and translates findings into actionable recommendations for trading and risk management.
Supports Traders, Capital Market Sales, and Transaction Management with routine tasks. This includes producing data, sharing tapes, registering loans in investor portals, managing repeat business processes, accessing vendor reports, ingesting critical vendor output, tying out trade populations, and checking funding memos for settlements.
Coordinates with the Accounting Department on approval and payment of vendor services.
Provides ad hoc pricing scenario analysis across a range of mortgage and home equity products.
Serves as liaison between Transaction Management and Post-Close team for collateral tracking and delivery efforts.
Partners with IT to create Secure File Transfer Protocol (SFTP) and other protected file transfers with investors and vendors.
Performs other duties and projects assigned.
Requirements:
Bachelor's Degree preferred, or minimum of five (5) + years' experience working in a similar field.
Prior work experience with Computer Science, Economics, or Mathematics degree.
Experience with Excel, SQL & Python required. Advanced proficiency in Microsoft Excel, including experience with semi-complex formulas (VLOOKUP, XLOOKUP, IF/THEN, INDEX/MATCH), pivot tables, and data visualization tools required.
Strong aptitude for building and optimizing data-driven processes to improve accuracy and efficiency.
Experience in the Mortgage industry preferred.
CFA, MBA, or CPA are a plus.
Proficient with Microsoft Office applications: Word, Excel, PowerPoint, Outlook, and Teams.
Ability to interpret data and apply basic to intermediate math skills.
Exceptional verbal, written and interpersonal communication skills.
Solid problem-solving skills with a practical, solution-focused approach.
Why work for #teamloan Depot:
Aggressive compensation package based on experience and skill set.
Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
Work with other passionate, purposeful, and customer-centric people.
Extensive internal growth and professional development opportunities including tuition reimbursement.
Comprehensive benefits package including Medical/Dental/Vision.
Wellness program to support both mental and physical health.
Generous paid time off for both exempt and non-exempt positions.
About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this roles is between $65,000 and $114,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplySenior Investor Reporting Analyst
Finance analyst job in Plano, TX
The Senior Investor Reporting Analyst oversees investor reporting and reconciliations related to multifamily mortgage portfolios. The role ensures accurate, timely reports are delivered to government-sponsored enterprises (GSEs) and private investors. The analyst maintains compliance with CREFC standards and servicing agreements. The position also supports financial audits as well as regulatory reviews.
Duties and responsibilities
Reporting & Remitting:
Compile daily/monthly reports and remittances per investor requirements.
Ensure accurate reporting of payoffs, curtailments, and loan modifications.
Maintain investor transfer and servicing data in E!nterprise.
Serve as a primary point of contact for investor inquiries, providing timely and accurate responses and addressing any concerns or requests.
P&I and guaranty fee advance and repayment processing.
Reconciliation & Variance Resolution:
Reconcile actual loan activity to reported activity.
Investigate and resolve discrepancies in investor reporting systems and portals (e.g., Freddie Mac, Fannie Mae, Ginnie Mae).
Perform custodial and clearing bank reconciliations.
Respond to investor inquiries and audits, escalating issues as needed.
Other Responsibilities:
Identify opportunities to streamline reporting processes, enhance efficiency, and improve the overall investor experience.
Cultivate strong relationships with investors, fostering trust and confidence in NewPoint Real Estate Capital's investment strategies and performance.
Required skills and qualifications:
Education: Bachelor's degree in accounting, finance, or related field preferred.
Experience: 3-5 years in investor reporting and reconciliation within mortgage servicing.
Knowledge: Strong understanding of CREFC Reporting, GSE servicing guides, and pooling & servicing agreements.
Preferred Technical Skills: SQL developer, Excel (Advanced), E!nterprise loan servicing system, 10-key, typing proficiency.
Auto-ApplyFinancial Analyst
Finance analyst job in Plano, TX
Job Description
ABOUT THE ROLE
CountryPlace Mortgage, a leading nationwide personal property and mortgage lender headquartered in Plano, TX, is seeking a Financial Analyst to join our Finance Team. This in-person role, based in our Plano, TX office, offers an exciting opportunity for an individual to advance their analytical skills in a high-impact environment. The Financial Analyst will work closely with various departments in a highly visible role, driving cross-functional collaboration. Responsibilities include enhancing reporting, optimizing business processes, and providing valuable insights to improve strategies, manage risk, and maximize profitability. This position reports directly to the Finance Manager.
ESSENTIAL DUTIES & RESPONSIBILITIES
Manage investor closings and administer servicing requirements for Government, Agency and private label portfolios, including investor reporting, clearing rejects, and finalizing summary reports
Prepare and review Key Performance reports to support various company departments
Develop and automate recurring financial, operational, and investor reports using SQL, Excel, etc.
Operate Rate Lock Desk including loan pricing and investor updates
Responsible for monthly and quarterly financial reports
Responsible for loan sales and transfers within servicing systems
Ability to perform escrow reconciliations, expense roll-forwards, and activity reporting for various investors
Reconcile cash and payables for investors, reporting variances to accounting for wires, corrections, etc.
Administer loan repurchases and transfers, ensuring adherence to investor and regulatory guidelines
Prepare reports for state audits, NMLS, MBFR, and HMDA requests
Administer servicing requirements for VA and USDA loan reporting
Assist in the preparation, coordination, and documentation of financial analysis projects
Other duties as assigned
POSITION REQUIREMENTS, CAPABILITIES & SKILLS
Exceptional analytical and critical thinking abilities
Excellent written, verbal and interpersonal communication skills
Strong attention to detail with a high degree of accuracy
Proven ability to identify, analyze, and resolve issues efficiently
Highly organized with strong multi-tasking and time management skills
Skilled in managing multiple projects and meeting tight deadlines
Effective decision-making, customer service and problem-solving skills
Ability to prioritize efforts to achieve goals
Ability to collaborate with individuals across all levels
Consistently maintains a positive & professional demeanor
Demonstrates urgency and a strong sense of ownership in all activities
Self-motivated with the ability to work independently
MINIMUM QUALIFICATIONS
Bachelor's degree required in Finance, Accounting, or Business
Proficient in Microsoft Office, including Excel
SQL knowledge a plus
2+ years of finance experience, preferably in financial services
WE OFFER
Competitive Salary
Medical/Dental/Vision Insurance
Paid Holidays
401K Match
Generous PTO
FSA/HSA Plans
Life /Disability/Accidental Insurance and much more!
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. Local candidates only - relocation not available.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by associates assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to
time, as needed.
Cavco Industries and CountryPlace Mortgage are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other protected status with respect to recruitment, hiring, promotion and other terms and conditions of employment.
Financial Analyst, Chase Travel
Finance analyst job in Plano, TX
JobID: 210693917 JobSchedule: Full time JobShift: : We are seeking a highly motivated and detail-oriented accounting professional to join our dynamic team. In this role, you will play a pivotal part in managing transactional data, optimizing accounting operations, and driving process improvements. You will combines strong analytical skills, technical expertise, and a collaborative mindset to deliver high-quality results in a fast-paced environment
Job responsibilities
* Integrates transactional data from diverse booking sources into the company's back-office accounting system, ensuring seamless data flow and accuracy.
* Reconciles and resolves transactional processing issues, maintaining data integrity and supporting business operations.
* Partners cross-functionally with Account Management, IT, Operations, and Finance teams to implement new programs and products.
* Leads quality assurance (QA) and testing efforts for new program and product rollouts.
* Assists with reconciliation of journal entries and balance sheet accounts, supporting month-end and year-end close processes.
* Champions process improvement and automation initiatives to enhance efficiency and accuracy in accounting tasks.
* Prepares deliverables for external reporting and audit requirements, ensuring compliance and timeliness.
* Manages recurring reporting responsibilities, including daily, weekly, and monthly reports.
* Conducts in-depth analysis of key issues impacting data, identify root causes, and recommend effective solutions.
* Strengthens internal controls and streamline processes, leveraging automation where possible.
* Performs variance analysis to identify key drivers of financial results and deliver actionable insights to management.
* Contributes to special projects and support other duties as assigned.
Required qualifications, capabilities, and skills
* Bachelor's or Associate's degree in Accounting or related field.
* Minimum of 2-10 years of accounting experience, preferably within the Travel Industry.
* Advanced proficiency in Microsoft Excel; experience with data analysis and reporting tools is a plus.
* Strong analytical and problem-solving skills, with the ability to interpret large data sets and communicate findings clearly.
* Self-motivated and proactive, with excellent time management and prioritization abilities.
* Ability to perform effectively under pressure and meet tight deadlines.
* Detail-oriented, capable of managing multiple projects and initiatives simultaneously.
* Exceptional communication skills, able to convey complex concepts to diverse audiences.
* Excellent organizational and project management skills.
* Demonstrated ability to synthesize information from multiple data sources into cohesive presentations and recommendations.
Preferred qualifications, capabilities, and skills
* Experience in travel industry accounting
Auto-ApplyFinancial Analyst
Finance analyst job in Plano, TX
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
DUTIES AND RESPONSIBILITIES:
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and working with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets.
Ad-Hoc Reporting and in-depth analysis to support Senior Management Team and Department heads.
Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams.
Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions.
Develop financial models and analyses to support strategic initiatives.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business.
QUALIFICATIONS:
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills, high EQ.
An individual with a proactive and highly responsive approach to identifying opportunities that will drive the business forward.
Outstanding analytic skills, a high degree of intellectual curiosity, and the ability to engage with senior leaders in
Addressing complex business issues and making recommendations from analysis.
Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
High degree of initiative in developing tools and reports to drive the business forward.
Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Bachelor's degree in accounting or finance; MBA is a plus.
1-3 years' experience in FP&A or transaction services advisory roles.
Advanced Microsoft Excel and PowerPoint skills. Experience with SQL, Dashboards, and/or BI tools a plus.
Auto-ApplyFinancial Analyst
Finance analyst job in Plano, TX
YourCause provides companies the CSRconnect Employee Engagement Platform, which is a dynamic online community tool to consolidate core programming that elevates limited communications, increases participation and truly measures success through comprehensive real-time reporting. The fully-hosted and managed platform contains flexible choices of modules for programs such as employee giving, volunteer, disaster relief, grant management, payroll deductions and more.
Job Description
Join Our Team! We currently have a great opportunity for a Financial Analyst. This position will have an active role in our monthly reporting and analysis, ad-hoc reporting, budgeting, forecasting and projections. YourCause is looking for an analyst who will work hand-in-hand with our Head of Finance and overall finance team. The successful candidate will help lead and develop the following areas: financial results, audits, cash flow, invoicing, internal controls and processes and budgeting. He/she will need to be a great communicator - they will communicate across departments, and often with clients. Ultimately, we are looking for someone who strives to contribute to a first-class team and organization. He/she must be hard-working, self-motivated and detail-oriented.
JOB RESPONSIBILITIES included but not limited to:
Prepare, review and distribute monthly financial reports to key managers
Track expenses and revenues vs. budget, estimate and prior periods and analyze fluctuations
Prepare monthly consolidation and executive financial package
Prepare annual financial information to be provided to the external auditors
Prepare quarterly operating reports
Create and update Salesforce database
Assist in the budget & estimate process
Maintain budget and estimate information in the accounting system (currently Quickbooks)
Evaluate profit and cost efficiencies in various areas of the organization as needed
Develop, maintain and distribute as-hoc reports and financial models as needed
Track contracts and work orders and issue accurate client invoices
Manage accounts receivables and collections
Qualifications
QUALIFICATIONS:
Bachelor's degree in Accounting or Finance
MBA/CPA is a plus
3 years of experience in financial analysis or cost accounting
Accounting/GAAP knowledge
Advanced knowledge of Microsoft Excel and Quickbooks
Excellent initiative and communication skills
Ability to complete projects and tasks efficiently and accurately
Strong organizational and analytical skills
Personable and works well with others in fast paced, dynamic environment
Additional Information
Check us out and apply at *******************************************************
Principal Financial Analyst
Finance analyst job in McKinney, TX
Country: United States of America Onsite U.S. Citizen, U.S. Person, or Immigration Status Requirements: The ability to obtain and maintain a U.S. government issued security clearance is required. U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance
Security Clearance:
DoD Clearance: Secret
At Raytheon, the foundation of everything we do is rooted in our values and a higher calling - to help our nation and allies defend freedoms and deter aggression. We bring the strength of more than 100 years of experience and renowned engineering expertise to meet the needs of today's mission and stay ahead of tomorrow's threat. Our team solves tough, meaningful problems that create a safer, more secure world.
The Advanced Fighter Systems (AFS) program area within Advanced Products and Solutions (APS) business unit is looking for Principal Financial Analyst (P3) to support the Business Management Finance team as a cost, schedule and control analyst. The selected individual will be a key part of the Business Management Finance team in supporting critical development programs with external reporting requirements.
This position is currently designated as Onsite. The successful candidate will be required to work onsite at the following Raytheon location: McKinney TX.
What You Will Do
* Provide weekly and monthly cost and performance monitoring and reports inclusive of monthly Earned Value reporting, & development of monthly LREs/quarterly EAC's.
* Frequent interaction with various functions and multiple levels of the organization will be needed, so the successful candidate must possess strong presentation, communication, and professional skills.
* Support the program EV cadence in executing the IPMDAR external reporting requirements.
* Drive timely and compliant BCR processing in order to facilitate smooth month-end reporting.
* Support PMs/IPTLs with ad hoc analysis in support of variance reporting.
* Complete monthly CDRLs with a quick turnaround time in order to meet IPMDAR reporting requirements.
* Supporting the monthly forecast process which includes coordinating forecast updates with program stakeholders and updating Rplan.
Qualifications You Must Have
* Typically requires a Bachelor's degree in Finance, Accounting, Economics or related filed and a minimum of 5 years prior relevant experience, or an Advanced Degree in a related field and a minimum of 3 years experience.
* Experience supporting the monthly forecast process which includes coordinating forecast updates with program stakeholders and updating Rplan.
* Advanced Excel skills (Pivot tables, Vlookups, conditional formatting, etc).
* Experience with key financial tools including SAP, BW/AO, EDIT+, & PMX.
* Experience with Earned Value Management (EVM) and Estimate at Complete Analysis (EACs) or equivalent.
* The ability to obtain and maintain a U.S. government issued security clearance is required.
* U.S. citizenship is required, as only U.S. citizens are eligible for a security clearance.
Qualifications We Prefer
* Strong Organizational skills; Able to meet critical deadlines.
* Analytical, problem-solving and decision-making skills.
* Experience using SAP, BW/AO, EDIT+, & PMX.
* Ability to effectively work in a challenging and fast paced environment while multi-tasking on several different program issues concurrently.
* Ability to communicate effectively with all levels of management both verbally and in written form.
What We Offer
* Our values strengthen our actions, behaviors, and performance with a vision for a safer, more connected world. At RTX we value: Trust, Respect, Accountability, Collaboration, and Innovation.
* Whether you're just starting out on your career journey or are an experienced professional, we offer a total rewards package that goes above and beyond with compensation; healthcare, wellness, retirement and work/life benefits; career development and recognition programs. Some of the benefits we offer include parental (including paternal) leave, flexible work schedules, achievement awards, educational assistance and child/adult backup care.
* Relocation assistance is available provided final candidate meets eligibility requirements.
Learn More & Apply Now!
* Onsite: Employees who are working in Onsite roles will work primarily onsite. This includes all production and maintenance employees, as they are essential to the development of our products.
The salary range for this role is 82,000 USD - 164,000 USD. The salary range provided is a good faith estimate representative of all experience levels. RTX considers several factors when extending an offer, including but not limited to, the role, function and associated responsibilities, a candidate's work experience, location, education/training, and key skills.
Hired applicants may be eligible for benefits, including but not limited to, medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k) match, flexible spending accounts, flexible work schedules, employee assistance program, Employee Scholar Program, parental leave, paid time off, and holidays. Specific benefits are dependent upon the specific business unit as well as whether or not the position is covered by a collective-bargaining agreement.
Hired applicants may be eligible for annual short-term and/or long-term incentive compensation programs depending on the level of the position and whether or not it is covered by a collective-bargaining agreement. Payments under these annual programs are not guaranteed and are dependent upon a variety of factors including, but not limited to, individual performance, business unit performance, and/or the company's performance.
This role is a U.S.-based role. If the successful candidate resides in a U.S. territory, the appropriate pay structure and benefits will apply.
RTX anticipates the application window closing approximately 40 days from the date the notice was posted. However, factors such as candidate flow and business necessity may require RTX to shorten or extend the application window.
RTX 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 or veteran status, or any other applicable state or federal protected class. RTX provides affirmative action in employment for qualified Individuals with a Disability and Protected Veterans in compliance with Section 503 of the Rehabilitation Act and the Vietnam Era Veterans' Readjustment Assistance Act.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyJunior Financial Analyst
Finance analyst job in McKinney, TX
is not remote and based in a regional office in McKinney, Tx
The Financial Analyst supports Tomorrow RNG's Finance and Operations teams by assisting with budget preparation, monthly reporting, and cost tracking. This role provides exposure to all facets of renewable natural gas financial management, including operations finance, project accounting, and capital planning. It is ideal for a motivated, detail-oriented analyst seeking growth within a dynamic and collaborative environment.
Key Responsibilities
• Prepare and assist with monthly financial statements, operating reports, and variance analyses, ensuring data accuracy and timeliness for both site-level and corporate reporting.
• Collect, organize, and analyze financial and operational data from RNG plants, vendors, and departments to support performance tracking and variance explanations.
• Participate in regular spend review meetings with Finance, Operations, and Business Services to monitor budget utilization, review vendor costs, and anticipate upcoming expenses related to personnel, equipment, vehicles, and capital projects.
• Assist in reconciling accounts and supporting month-end close activities, including reviewing expense classifications, ensuring proper project coding, and preparing accrual entries as needed.
• Maintain and update financial tracking tools, including OPEX, CAPEX, and personnel budget templates, to ensure current and accurate financial data across all RNG locations.
• Support capital project tracking, including maintaining spend-to-date logs, assisting with purchase order reviews, and calculating ROI, payback periods, or cost-benefit analyses under guidance from senior finance staff.
• Collaborate with plant managers, accounting, and business services teams to ensure timely submission and approval of expense reports, vendor invoices, and supporting documentation.
• Assist in preparing reports and dashboards summarizing key financial and operational metrics for internal stakeholders.
• Participate in quarterly and annual budget preparation, helping collect data from departments and ensuring budget alignment with corporate objectives.
• Support audit and compliance activities, assisting in data gathering, reconciliations, and financial documentation requests.
• Contribute to process improvement initiatives, identifying ways to enhance reporting accuracy, streamline data collection, and increase visibility into spending and performance trends.
Qualifications
• Bachelor's degree in Finance, Accounting, or Business Administration.
• 1 - 3 years of experience in finance, accounting, or operations analysis (energy or construction preferred).
• Proficiency in Excel; familiarity with Power BI, Smartsheet, or ERP systems preferred.
• Strong attention to detail, organizational skills, and ability to work collaboratively across departments.
• Excellent analytical and problem-solving skills with a proactive approach to learning.
Work Environment & Travel
• This position is based in a regional office with occasional visits to field sites or vehicle yards as needed
Auto-ApplyFinancial Analyst
Finance analyst job in Carrollton, TX
We are currently seeking a Financial Analyst to join our Corporate Financial Planning and Analysis team in Carrollton, Texas. This role will be an integral member of the FP&A team and be responsible for maintaining existing reporting, assisting in the creation of specific financial analyses, and collaborating with other departments to provide accurate and meaningful reporting. Candidate will be expected to become a subject matter expert for a specific departmental needs. Experience in financial modeling required; forecasting, budgeting, variance analysis and annual planning is preferred.
Job Description
Develop, streamline and maintain financial models and reporting processes
Manage and assist in the monthly financial review process
Prepare consistent and meaningful variance explanations by working with department managers and executives
Be a key driver of success in the Budget/Forecast process
Develop, implement and employ financial metrics
Generate innovative and dynamic ideas that actively contribute to a culture of continuous process improvement
Source data for new report processes and trend analysis
Qualifications
Bachelor's Degree in Finance, Accounting, Business or any related field
At least 1-3 years of experience in financial modeling, planning, budgeting, business analysis and/or accounting activities
Ability to build and maintain key business relationships with senior level executives
Strong interpersonal and communication skills
Ability to work independently, prioritize responsibilities and “manage-up”
Must be self-directed with strong business acumen and analytical skills
Possess a strong understanding of finance and accounting principles and financial statements
Must be an experienced Excel user and able to create pivot tables, macros and effective formulas
Must be effective and efficient in data mining and knowledge discovery
In-depth experience working on Budgets/Forecasts, from both a build and a presentation perspective
Must be proficient in Microsoft Office Suite
Standing, walking, sitting, repetitive movements, and use of mechanical controls, such as keyboard, are frequently required
Additional Information
All your information will be kept confidential according to EEO guidelines.
Commercial Finance Strategy Analyst II
Finance analyst job in Carrollton, TX
Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals everywhere. Apply today!
Job Details
We are seeking a self-driven, creative Finance professional with excellent communication and interpersonal skills to develop commercial offerings that address the complex landscape of the healthcare industry. As part of the commercial underwriting finance team, the candidate will develop essential financial modeling skills and learn to collaborate with the Sales, Legal, Sourcing, and Operations teams to forecast sales trends and profitability for national healthcare providers for across our segment customers. This associate will have a passion for creative problem solving and should be comfortable working both independently and collaboratively in a dynamic, fast-paced environment.
This is a hybrid position reporting to either one of our corporate offices in Conshohocken, PA or Carrollton, TX in-person two days per week.
Responsibilities
* Develop innovative customer pricing models, integrating an overall understanding of the customer goals with Cencora's strategic vision
* Lead internal deal reviews with Finance and Sales leaders presenting the opportunity, deal structure, and profitability drivers (including all risks and opportunities)
* Liaise with cross-functional teams to gather customer-specific or deal-specific information
* Analyze customer purchasing trends to provide internal guidance on product pricing and margin initiatives
* Provide ongoing financial support for executed deals to drive margin and overall organizational goals
* Perform post-deal profitability reviews of recently signed customer accounts
* Generate ad hoc analysis reports as needed
* Perform related duties as assigned
Education and Work Experience
Requires BA/BS in accounting, finance, or other business-related field; normally requires a minimum of two (2) to (4) four years financial experience.
Skills and Work Experience
* Strong understanding of financial processes and systems; outstanding knowledge of data analysis, data mining tools including data warehouse applications, MS Access, MS Excel, and other query and reporting tools
* Excellent communication and presentation skills, both written and orally
* Capable of building excellent cross-functional relationships, working across functional boundaries and at all levels of the organization
* Strong interpersonal skills
* Strong mathematical and analytical skills
* Strong organizational skills; attention to detail
* Ability to follow and interpret profit and loss statements
* Ability to implement processes resulting in satisfactory audit practices
* Knowledge of Microsoft Word, Excel and PowerPoint
* Knowledge of SmartView, Hyperion, SQL and/or Power BI preferred
What Cencora offers
We provide compensation, benefits, and resources that enable a highly inclusive culture and support our team members' ability to live with purpose every day. In addition to traditional offerings like medical, dental, and vision care, we also provide a comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness. This encompasses support for working families, which may include backup dependent care, adoption assistance, infertility coverage, family building support, behavioral health solutions, paid parental leave, and paid caregiver leave. To encourage your personal growth, we also offer a variety of training programs, professional development resources, and opportunities to participate in mentorship programs, employee resource groups, volunteer activities, and much more. For details, visit **************************************
Full time
Equal Employment Opportunity
Cencora is committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, disability, veteran status or membership in any other class protected by federal, state or local law.
The company's continued success depends on the full and effective utilization of qualified individuals. Therefore, harassment is prohibited and all matters related to recruiting, training, compensation, benefits, promotions and transfers comply with equal opportunity principles and are non-discriminatory.
Cencora is committed to providing reasonable accommodations to individuals with disabilities during the employment process which are consistent with legal requirements. If you wish to request an accommodation while seeking employment, please call ************ or email ****************. We will make accommodation determinations on a request-by-request basis. Messages and emails regarding anything other than accommodations requests will not be returned
Affiliated Companies
Affiliated Companies: AmerisourceBergen Services Corporation
Commercial Finance Strategy Analyst II
Finance analyst job in Carrollton, TX
Our team members are at the heart of everything we do. At Cencora, we are united in our responsibility to create healthier futures, and every person here is essential to us being able to deliver on that purpose. If you want to make a difference at the center of health, come join our innovative company and help us improve the lives of people and animals everywhere. Apply today!
Job Details
We are seeking a self-driven, creative Finance professional with excellent communication and interpersonal skills to develop commercial offerings that address the complex landscape of the healthcare industry. As part of the commercial underwriting finance team, the candidate will develop essential financial modeling skills and learn to collaborate with the Sales, Legal, Sourcing, and Operations teams to forecast sales trends and profitability for national healthcare providers for across our segment customers. This associate will have a passion for creative problem solving and should be comfortable working both independently and collaboratively in a dynamic, fast-paced environment.
This is a hybrid position reporting to either one of our corporate offices in Conshohocken, PA or Carrollton, TX in-person two days per week.
Responsibilities
* Develop innovative customer pricing models, integrating an overall understanding of the customer goals with Cencora's strategic vision
* Lead internal deal reviews with Finance and Sales leaders presenting the opportunity, deal structure, and profitability drivers (including all risks and opportunities)
* Liaise with cross-functional teams to gather customer-specific or deal-specific information
* Analyze customer purchasing trends to provide internal guidance on product pricing and margin initiatives
* Provide ongoing financial support for executed deals to drive margin and overall organizational goals
* Perform post-deal profitability reviews of recently signed customer accounts
* Generate ad hoc analysis reports as needed
* Perform related duties as assigned
Education and Work Experience
Requires BA/BS in accounting, finance, or other business-related field; normally requires a minimum of two (2) to (4) four years financial experience.
Skills and Work Experience
* Strong understanding of financial processes and systems; outstanding knowledge of data analysis, data mining tools including data warehouse applications, MS Access, MS Excel, and other query and reporting tools
* Excellent communication and presentation skills, both written and orally
* Capable of building excellent cross-functional relationships, working across functional boundaries and at all levels of the organization
* Strong interpersonal skills
* Strong mathematical and analytical skills
* Strong organizational skills; attention to detail
* Ability to follow and interpret profit and loss statements
* Ability to implement processes resulting in satisfactory audit practices
* Knowledge of Microsoft Word, Excel and PowerPoint
* Knowledge of SmartView, Hyperion, SQL and/or Power BI preferred
What Cencora offers
We provide compensation, benefits, and resources that enable a highly inclusive culture and support our team members' ability to live with purpose every day. In addition to traditional offerings like medical, dental, and vision care, we also provide a comprehensive suite of benefits that focus on the physical, emotional, financial, and social aspects of wellness. This encompasses support for working families, which may include backup dependent care, adoption assistance, infertility coverage, family building support, behavioral health solutions, paid parental leave, and paid caregiver leave. To encourage your personal growth, we also offer a variety of training programs, professional development resources, and opportunities to participate in mentorship programs, employee resource groups, volunteer activities, and much more. For details, visit **************************************
Full time
Equal Employment Opportunity
Cencora is committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, disability, veteran status or membership in any other class protected by federal, state or local law.
The company's continued success depends on the full and effective utilization of qualified individuals. Therefore, harassment is prohibited and all matters related to recruiting, training, compensation, benefits, promotions and transfers comply with equal opportunity principles and are non-discriminatory.
Cencora is committed to providing reasonable accommodations to individuals with disabilities during the employment process which are consistent with legal requirements. If you wish to request an accommodation while seeking employment, please call ************ or email ****************. We will make accommodation determinations on a request-by-request basis. Messages and emails regarding anything other than accommodations requests will not be returned
Affiliated Companies
Affiliated Companies: AmerisourceBergen Services Corporation
Auto-ApplyFinance Analyst II
Finance analyst job in Garland, TX
Job Title: Finance Analyst II Job Family: Finance/Accounting Company: REPKON USA Defense, LLC Location: Garland, TX Job Summary: Performs economic research and studies of rates of return, depreciation and investments. Analyzes profit-and-loss income statements and prepares reports and recommendations for management. Generate forecasts and analyze trends in sales, finance and other areas of business. Research economic progression to assist the organization's financial planning. Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc. Key Responsibilities:
Conducts quantitative analyses of information affecting budgets, expenses, and other financial projects.
Collects and analyzes financial information for assigned accounts, products or product lines, or business units to track the organization's progress against financial goals.
Reports current or expected financial performance and creates financial models to guide decision making.
Analyzes cash flow, expenditures, revenue, depreciation, and investments to make recommendations for action and/or modifications regarding financial procedures, plans, and controls.
Assists in the preparation of monthly, quarterly, or annual financial statements.
Cost Estimating: May also be responsible for overseeing financial operations for one or more projects, including cost accounting, cash flow, budgeting, forecasting, analysis, and accounts payable. Establishes project budgeting and cost control processes using budget tracking tools. Produces and maintains monthly financial statements, work-in-progress reports, and general ledgers. Reviews and signs off on final accounts for projects.
May maintain local registrations, business, and tax licenses
Education/Experience:
Associate's degree, Equivalent Combination of Relevant Education and/or Experience
Preferred: Bachelor's degree in finance / accounting
2-4 years of relevant experience in Accounting/Cost Estimating or related Finance field
Qualifications:
Ability to work as part of a team. Oral and written communication skills.
Analytical thinking skills. Detail oriented. Ability to meet deadlines.
Proficient with use of Microsoft Office.
Other Requirements:
Travel: Less than 25% likely
Work Environment: Office work environment
Background Investigation and Drug Screen: Required
We are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status in accordance with applicable law.
Revenue Cycle Analyst DME Billing
Finance analyst job in McKinney, TX
Job DescriptionSalary: DOE
Revenue Cycle Analyst DME Billing (Contract-to-Hire) Plano, TX (Hybrid)
We are seeking a detail-oriented and proactive Billing Analyst to join our team on a contract-to-hire basis. This role supports key billing and revenue cycle functions, with a strong focus on analyzing payment trends, identifying payer issues, and driving denial resolution. Ideal candidates bring a quality assurance mindset, strong analytical skills, and hands-on DME billing experienceespecially with oxygen-related products.
Key Responsibilities
Hybrid schedule: On-site 3 days per week in Plano, TX
Analyze billing, claims, and payment data to identify trends, irregularities, and denial patterns
Investigate root causes of denied/underpaid claims, including policy discrepancies and documentation gaps
Recommend and implement corrective actions to prevent future denials and improve collections
Collaborate with billing, coding, and reimbursement teams to strengthen process accuracy and compliance
Independently troubleshoot issues with minimal oversightself-starter mindset required
Create reports and dashboards using advanced Excel skills to support revenue recovery and operational insights
Apply quality assurance principles to ensure accuracy, integrity, and compliance across billing workflows
Qualifications
Medical billing experience required, with strong knowledge of DME billing
Oxygen experience is required (oxygen equipment, supplies, or related services)
Advanced Excel skills (pivot tables, VLOOKUP/XLOOKUP, formulas, data analysis)
Prior experience as a Billing Analyst or similar revenue cycle role
Strong analytical and investigative ability; comfortable working with large datasets
Proven ability to research complex payer issues and follow through with recommendations
Solid understanding of payer rules, medical claim workflows, and denial management
Quality- and process-focused with exceptional attention to detail
Strong communication skills for cross-team collaboration and issue escalation
Financial Analyst 2 (HR Financial Analyst)
Finance analyst job in Plano, TX
Financial Analyst 2 (HR Financial Analyst) Job ID: 25-12101 Pay rate range - $30/hr. to $32/hr. on W2 Work Schedule: Hybrid- 4 days onsite, 1 day remote Education and Years of Experience: 1) Bachelor's degree in accounting or related financial discipline required
2) 3+ years
Top Skills:
Microsoft Excel, FP&A, Accounting principle
Position Summary
The HR Financial Analyst will support the People Team by providing financial analysis and reporting to ensure the effective management of HR-related budgets, compensation, benefits, and workforce planning.
This role will collaborate with HR and finance teams to drive data-driven decision-making and optimize financial outcomes for HR initiatives.
Roles & Responsibility
* Analyze and track HR-related financial data, including compensation, benefits, and workforce costs
* Prepare and maintain HR budget reports, forecasts, and variance analyses.
* Collaborate with HR and finance teams to ensure accurate financial planning and reporting for HR programs
* Support the development of financial models and scenarios for workforce planning and cost optimization
* Provide insights and recommendations to improve HR financial efficiency and effectiveness
Minimum Qualifications
* Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
* 3 years of experience in financial analysis or a related role.
* Proficiency in Excel and financial modeling tools.
* Strong analytical and problem-solving skills.
* Knowledge of HR-related financial concepts and practices.
Preferred Qualifications
Experience in FP&A, finance or a similar role. Strong communication and collaboration skills
* Job details
*
Divisional Managed Investment Consultant
Finance analyst job in Frisco, TX
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.
Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models.
Job Responsibilities:
Responsibilities include (but are not limited to) the following:
* Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business.
* The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.
* The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Qualifications:
* 10+ years experience in financial services industry
* 10 years sales experience
* Knowledge of professionally managed investment products and/or investment advisory business preferred
* Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred
* Ability to work under pressure, meet deadlines and meet clearly defined measurements
* Strong communication, interaction and presentation skills required
* Self-motivated, adaptive, positive attitude and high energy are a must
* Must display a passion for achieving aggressive goals in innovative and highly professional way
* Bachelor's degree or equivalent experience
* Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.
Skills:
* Executive Presence
* Portfolio Analysis
* Portfolio Management
* Research Analysis
* Wealth Planning
* Active Listening
* Adaptability
* Product Marketing and Branding
* Sales Strategy
* Trading and Investment Analysis
* Coaching
* Collaboration
* Customer and Client Focus
* Influence
* Process Simplification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Corporate Intern - Finance Data Analyst
Finance analyst job in Lewisville, TX
Primoris Services Corporation is looking for enthusiastic Interns to contribute to the business and gain experience. As an Intern, you will work under the supervision of more experienced employees and collaborate with other interns. The focus of the intern role will be to practically apply learning knowledge, and complete projects in the areas of Finance Data Analytics.
PRIMARY JOB RESPONSIBILITIES:
Learn about all aspects of the company for which data analysts supports
Provide entry level services under the supervision of more experienced employees
Participate in projects and programs designed to develop skills and expand knowledge in a particular area of business
Receive directions, guidance, and mentorship for professionals in carrying out activities and assignments
Provide ideas and suggestions for business growth and improvement
Research various topics and solutions for business-related projects and present results
Engage and establish relationships with customers and colleagues
Learn about the internal business operations and software systems
Assist in the creation and management of performance reports and other documentation
Perform clerical tasks assigned by the supervisor, such as creating presentations, drafting emails, etc
Job shadow and apply learning methodologies to practical application.
Provide additional support as needed.
EDUCATION & EXPERIENCE REQUIREMENTS:
Currently in the 2
nd
, 3
rd
, or final year of degree program in Business or other related major.
A self-motivated individual willing to work in various departments of the company
Proficiency in Microsoft Office (Word, Excel, and PowerPoint mainly)
Superb verbal and written communication
Excellent research skills
Ability to collaborate with employees and take instructions
Initiative and confidence
Adaptability
Company Overview:
Primoris Services Corporation is a premier specialty contractor providing critical infrastructure services to the utility, energy, and renewables markets throughout the United States and Canada. Built on a foundation of trust, we deliver a range of engineering, construction, and maintenance services that power, connect, and enhance society. On projects spanning utility-scale solar, renewables, power delivery, communications, and transportation infrastructure, we offer unmatched value to our clients, a safe and entrepreneurial culture to our employees, and innovation and excellence to our communities. To learn more, visit ************ and follow us on social media at @PrimorisServicesCorporation.
EEO Statement:
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 status,
protected veteran status, or any other characteristic protected by law.
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