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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Carrollton, TX

    This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Richardson, TX

    This job posting is anticipated to remain open for 30 days, from 10-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $45k-100k yearly 3d ago
  • Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)

    Ampstek

    Finance analyst job in Richardson, TX

    Title: Data & Financial Analyst Job Type: Contract Skills Required Tableau , query running Analytically Strong Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting: 1. Develop and maintain data infrastructure Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous 2. Perform data analysis and management reporting Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes 3. Create data visualizations Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner 4. Collaborate and communicate findings Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner 5. Support process improvements Identify opportunities to streamline existing reporting and management processes Thanks Aatmesh *************************
    $47k-69k yearly est. 4d ago
  • Finance Manager

    Optimize Search Group

    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 ***************************
    $68k-96k yearly est. 1d ago
  • Sap Finance Control Consultant

    Neerinfo Solutions 3.3company rating

    Finance analyst job in Richardson, TX

    As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity. Required Qualifications Bachelor's degree or foreign equivalent from an accredited institution (In lieu of degree, three years of progressive experience may be considered per year of education.) 4+ years of Information Technology experience Strong understanding of testing processes and the end-to-end testing life cycle Excellent verbal and written communication skills Preferred Experience Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects Experience managing S/4 HANA testing environments is highly preferred Strong functional knowledge of SAP FICO modules, including: Accounts Payable (AP) Accounts Receivable (AR) General Ledger (GL) Product Costing Material Ledger Margin Analysis Asset Accounting Controlling (CO) - end-to-end business processes Experience working in a global onsite-offshore delivery model Hands-on experience in: Test planning & strategy Impact analysis Risk identification & management Test execution leadership Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle Experience conducting and driving defect triage meetings Ability to prepare and deliver test-related reporting including: Daily status reports Weekly & monthly dashboards Test metrics tracking Ability to identify and propose tools/technologies aligned with the broader testing function Strong knowledge of modern testing techniques, tools, and industry methodologies Hands-on experience with SAP test automation tools such as Tosca or Worksoft Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams Soft Skills Strong analytical, decision-making, and leadership abilities Excellent communication and stakeholder management Ability to work in fast-paced, multicultural environments Proactive attitude with a passion for quality and continuous improvement
    $52k-88k yearly est. 2d ago
  • Financial Analyst

    Pridestaff Financial

    Finance analyst job in Addison, TX

    PrideStaff Financial has partnered with an Addison, Texas based client who is looking to add a Financial Analyst to their growing team. The FP&A Analyst plays a key role in maintaining the financial health and data integrity of an assigned portfolio of properties. This position is responsible for delivering accurate financial reporting, performing variance analysis, and partnering with operational teams to support data-driven decision-making. The role is ideal for a detail-oriented finance professional seeking to build a strong foundation in corporate finance while gaining hands-on exposure to a large-scale financial systems implementation. Key Responsibilities Financial Reporting & Analysis Month-End Close & Reporting: Prepare, analyze, and distribute monthly financial performance packages for Regional leadership. Review General Ledger activity and explain variances related to operating expenses, utilities, and repairs and maintenance. Trend & Seasonality Analysis: Track key operational metrics-including occupancy, labor hours, and utility recovery-to identify seasonal trends and performance anomalies across multiple geographic regions. Data Integrity & Controls: Perform regular audits of property-level financial data to ensure accurate revenue and expense coding. Partner with Accounting to process reclassifications and corrections as needed. Budgeting & Forecasting Support Annual Budgeting: Support the bottom-up annual budgeting process by consolidating inputs from field leadership and loading data into the planning system in alignment with corporate targets. Forecasting: Maintain and update monthly forecast models based on current performance, run rates, and input from Regional Managers. Master Data Management: Maintain accurate property hierarchies, mappings, and metadata to ensure consistency and a single source of truth across financial systems. Systems & Special Projects Systems Implementation: Participate in User Acceptance Testing (UAT) for the company's new EPM platform and assist in developing property-level dashboards and reporting tools. Ad Hoc Analysis: Support Senior Analysts with special projects such as vendor spend analysis, labor audits, and operational deep dives. Work Environment & Expectations Fast-Paced, High-Performance Culture: As a private equity-backed organization, the environment is results-driven and deadline-focused. Analysts are expected to be responsive, adaptable, and proactive. Operational Support: Availability during critical financial cycles-including month-end close, budgeting, and forecasting-is required. This may involve extended hours or occasional weekend work to meet deadlines. On-Site Role: This position is fully on-site at the company's Dallas-area headquarters in Addison, TX. Qualifications Education & Experience Bachelor's degree in Finance, Accounting, Economics, or a related field 1-3 years of experience in Finance, Accounting, FP&A, or a comparable analytical role Technical Skills Advanced Excel skills required (e.g., Pivot Tables, Index/Match or XLOOKUP, SUMIFS) Experience with financial planning systems, EPM tools, or BI platforms is a plus Professional Attributes Strong attention to detail with a high degree of accuracy Excellent organizational and time-management skills Ability to perform effectively under pressure and manage multiple deadlines
    $47k-69k yearly est. 5d ago
  • Senior GRC InfoSec Analyst

    The Intersect Group 4.2company rating

    Finance analyst job in Plano, TX

    Direct Hire (No C2C or third-party submissions) Schedule: 2 days onsite weekly Interview Process: 1st round is onsite; 2nd round virtual Responsible for driving the development, implementation, communication, and maintenance of technology policies, standards, and procedures that align with industry standards and regulatory requirements. Ensures technology processes adhere to regulatory requirements, effectively manage risks, and establish strong governance practices. Develops and implements controls, monitors compliance, and supports risk management activities. Requirements: Bachelor's Degree in Information Security, Computer Science, Information Technology, or a related field preferred. Minimum of six (6)+ years' experience working in Cybersecurity GRC, policy development, risk management, or a similar field. Experience with GRC tools (e.g., Archer, ServiceNow, OneTrust). Proficiency in using data analysis and reporting tools (e.g., Excel, Power BI). Relevant certifications such as CISM and/or CISA are highly desirable. Other must haves: Experience managing policy governance function such as leading policy updates, installing new policy, aligning regulatory & best practices Technical Process - needs expertise around understanding of alignment & frameworks and will be working with Product Owner Regulatory Frameworks Preferred: Financial services or banking background ServiceNow IRM (Integrated Risk Management) experience Duties: Lead the development and implementation of comprehensive cybersecurity and IT policies, standards, and guidelines. Continuously evaluate and update cybersecurity and IT policies to ensure they remain current and effective. Ensure policies comply with relevant laws, regulations, and industry standards (e.g., NIST, FFIEC, GLBA, NYDFS, SOX, PCI-DSS). Collaborate with cross-functional teams-including IT, legal, compliance, and other departments-to ensure cybersecurity policies align with business objectives. Translate complex information and documentation into clear, user-friendly concepts. Provide specialized expertise and consultation to perform framework-oriented risk assessments, identify deficiencies, generate reports, and recommend prioritized, actionable solutions to mitigate risks and enhance overall security posture. Stay informed about the latest cybersecurity threats, trends, and best practices. Maintain accurate and up-to-date records of policy reviews, risk assessments, training activities, and incident responses. Benchmark organizational policies against industry standards and best practices. Develop and implement governance frameworks for cybersecurity policy management. Monitor key performance indicators, conduct gap analyses and risk assessments, and implement frameworks as needed. Test and monitor the effectiveness of controls. Establish feedback loops and analyze metrics to continuously improve cybersecurity policies based on audit findings, incident reviews, and emerging threats. Lead and support internal and external audits and assessments of cybersecurity policies and practices. Ensure identified audit and assessment findings are tracked to closure. Maintain comprehensive documentation of all cybersecurity policies, procedures, and related activities. Communicate policy requirements and updates to all relevant stakeholders. Identify opportunities for innovation and improvement in cybersecurity policy and practice. Propose suitable mitigation strategies and verify the effectiveness of remediation plans.
    $64k-89k yearly est. 3d ago
  • Test Analyst - Automation, Finance domain Testing Business Analyst (Interview will be On 8th September 2017 and offers will be rolled out quickly)

    Avance Consulting Services 4.4company rating

    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.
    $59k-85k yearly est. 10h ago
  • Sr Trade Desk Analyst

    Loan Depot 4.7company rating

    Finance analyst job in Plano, TX

    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.
    $65k-114k yearly Auto-Apply 22d ago
  • Financial Analyst

    Countryplace Mortgage Ltd. 3.6company rating

    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.
    $57k-82k yearly est. 21d ago
  • Sr Investor Reporting Analyst

    Pennymac 4.7company rating

    Finance analyst job in Carrollton, TX

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Investor Accountant is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity. As the Sr Investor Accountant, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures. The Senior Investor Accountant will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. #TPO Salary $65,000 - $100,000 Work Model OFFICE
    $65k-100k yearly Auto-Apply 33d ago
  • Finance & Business Management

    Jpmorganchase 4.8company rating

    Finance analyst job in Plano, TX

    The Global Real Estate (GRE) Finance team sits within the Chief Administrative Office Finance team. It is comprised of finance professionals across the globe who are accountable for managing both the expense & capital components of the GRE function, ensuring a sound control environment, measuring performance, providing value-adding analyses, and presenting information and ideas to senior management within Global Real Estate, to the major lines of business, and to the various Firm-wide finance teams who roll up the results of the entire Corporation. Job Summary As a Financial Analysis, Senior Associate within the GRE Finance team, you will have the opportunity to work with other highly motivated team members in transforming the finance function into a connected, forward-looking organization that promotes strategic decision making of the business. The team covers all aspects of the Firm's real estate portfolio including, but not limited to, space management, property management, lease administration, design & construction, and sustainability projects. This role offers high visibility across GRE and exposure to the Chief Financial Officer of the business, as well as the opportunity to work closely with a wide variety of stakeholders and senior business leads. Job Responsibilities Develop strong working relationships with the Americas regional teams in planning, reporting and analysis of financials Prepare presentations for the Office Head Executive, including quarterly and annual business reviews Analyze variances, trends, risks and opportunities, performance against budget/forecast/targets, key business drivers and sensitivities Assist in the development of management reporting and improve the financial reporting and business analysis framework Support ad-hoc financial analysis in support of key functional areas of the business and opportunities to scale efficiencies Partner with accounting and the GRE functions (e.g., lease administration, economic incentives group, space & location strategy, design & construction) to ensure accuracy of financial forecasts Required qualifications, capabilities and skills Bachelor's degree in business related discipline 5 years of experience in real estate, finance and/or accounting experience Working knowledge of Alteryx and Microsoft Office suite, with proficiency in Excel and Powerpoint Prior experience or innate interest in the Real Estate asset class Sound judgment and independent decision making are required Ability to analyze data, process information and work under minimal supervision Ability to think outside of the box, identify problems & find cost efficient solutions Ability to maintain composure in a fast-paced environment and prioritize projects accordingly Communication skills - Ability to communicate succinctly and efficiently, comfortable interacting with senior business/Corporate leaders Organizational ability - Ability to handle numerous deliverables simultaneously, many with critical deadlines. Candidate must be comfortable with frequently changing priorities Preferred qualifications, capabilities and skills CPA preferred but not required
    $44k-70k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    Yourcause 3.6company rating

    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 *******************************************************
    $47k-73k yearly est. 10h ago
  • Principal Financial Analyst

    RTX

    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
    $47k-69k yearly est. Auto-Apply 60d+ ago
  • Commercial Finance Strategy Analyst II

    Cencora, Inc.

    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
    $47k-69k yearly est. Auto-Apply 14d ago
  • Financial Analyst

    Active Duty Staffing

    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.
    $47k-69k yearly est. 10h ago
  • Revenue Cycle Analyst DME Billing

    Private Label Staff

    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
    $51k-71k yearly est. 15d ago
  • Financial Analyst 2 (HR Financial Analyst)

    Intelliswift 4.0company rating

    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 *
    $30-32 hourly 15d ago
  • Financial Reporting Intern

    Origin Bancorp 4.0company rating

    Finance analyst job in Allen, TX

    Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. Maintain and update historical financial reporting data within centralized Excel workbooks. Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. Ability to follow, understand, and recreate Excel formulas using prior support documentation. Strong attention to detail with a high level of accuracy. Ability to manage deadlines while maintaining strong organizational skills. Effective time management skills with the ability to multitask and prioritize work. Strong written and verbal communication skills. Preferred Major: Accounting 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, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $37k-43k yearly est. Auto-Apply 3d ago
  • Divisional Managed Investment Consultant

    Bank of America Corporation 4.7company rating

    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
    $45k-75k yearly est. 10d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Sherman, TX?

The average finance analyst in Sherman, TX earns between $40,000 and $81,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Sherman, TX

$57,000
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