The Role
The Tax Manager is primarily responsible for providing tax support and oversight for Fidelity's alternative investment products, including U.S Partnerships funds, U.S. REITs and U.S grantor trusts, and Canadian Mutual Fund Trusts. The manager is responsible for:
Analyzing the Funds books and records to provide accurate and timely U.S. investor tax information reporting (k-1s, estimates, 1042-s etc.), Canadian fund distributions, tax returns and Canadian shareholder reporting and to ensure compliance with various Tax Agencies.
Reviewing information provided to third party service providers, tax work papers, tax returns (U.S. form 1065/K-1/K-3, 1120, 1120-F and state returns, and Canadian form T3 etc.), and other monthly, quarterly, and ad-hoc tasks.
The Expertise and Skills You Bring
Bachelor's degree or equivalent experience in Finance or Accounting
3+ years proven experience in investment management tax operations, or related tax specialty strongly preferred
Familiarity with tax research techniques
Broad knowledge of accounting and tax principles
Ability to embrace and adapt to a constantly evolving regulatory and technology environment
Ability to work in a collaborative environment
Comfortable in a fast paced, deadline-oriented environment
Interpersonal and time management skills
Flexibility to work overtime (as needed) to fulfill the job requirements
Tax experience with Real Estate Investment Trust, private credit funds, Private Equity fund of funds, Regulated Investment Company and/or Canadian mutual fund a plus
Experience with accounting platforms InvestOne, Geneva, and Yardi a plus
The Team
The Tax Manager role is part of the Tax Operations team within the Fidelity Fund Investment Operations business unit. The primary responsibilities of the team include providing tax compliance services for US 40-Act mutual funds, Canadian mutual fund trusts, and alternative investment products. The Tax Operations team works closely with several different operations teams and internal business partners including Shareholder Reporting, Compliance, Legal, and Fund Treasury.
#Fidelityalts
#FFIOALTS
Certifications:Category:Investment Operations
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
$74k-94k yearly est. 1d ago
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Corporate Accounting Manager
Highgate Hotels Corporate Office Tx 4.5
Finance analyst job in Irving, TX
Compensation Type: Yearly Highgate Hotels:
Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America.
With a 30-year track record as an innovator in the hospitality industry, this forward-thinking company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value.
With an executive team of seasoned hospitality leaders and corporate offices worldwide, Highgate is a trusted partner for top ownership groups and major hotel brands. ****************
Location:
Highgate Corporate Offices Irving, TX
Overview:
The Corporate Accounting Manager reports to the Corporate Controller and is responsible for preparing the financial information for assigned entities under the direction and review by the Corporate Controller. The position is responsible for assisting the Corporate Controller in all aspects of Accounts Payable, financial control, accounting and financial reporting for the corporate entities. The Corporate Accounting Manager's responsibilities include, but are not limited to, timely, responsive and accurate completion of the following duties.
Responsibilities:
Manage projects driving efficiencies within the Corporate Accounting function.
Provide support in monthly P&L review across multiple domestic and international entities, explaining variances to budget and prior period actuals. Record accruals as needed.
Manage Accounts Payable ensuring that payables are processed accurately and by the deadlines. Ensure accuracy of the payables subledger, and complete monthly subledger to general ledger reconciliations. Manage supplier setup process.
Assist in the monthly search for unrecorded liabilities and record accruals as necessary.
Assist with allocation of shared expenses and hotel / HCI related costs.
Assist with the consolidation of domestic and international financials.
Posting certain entity monthly journal entries as necessary. Also reviewing journal entries posted by the staff accountant.
Assist the Corporate Controller with the monitoring of consolidated operations, cash flow and operating forecasts of assigned entities.
Oversight of the processing of certain disbursements as performed by the staff person.
Involvement with insurance and rent administration of assigned entities.
Preparation of prepaid amortization schedules and amortization entries.
Assist with the successful completion of internal and external financial audits, including assistance with the coordination of work with external CPA firms.
Provide support in the preparation of the daily / weekly cash flow forecast preparation.
Oversee and direct the activities of 1 staff accountant, 1 senior AP associate, and the outsourced corporate accounts payable team located in India.
Prepare quarterly MD&A report for lenders.
Preparation of any special reports, statements, etc., as requested.
Other special projects and responsibilities as assigned.
Qualifications:
Three to five years of related financial management, financial reporting and accounting experience. Hotel experience is a plus, but corporate level financial accounting experience is preferred. Such experience can be supplemented with public accounting audit experience.
Bachelors Degree in Accounting required.
Masters Degree in Accounting preferred.
Public accounting audit experience preferred.
CPA license preferred.
Strong PC skills including Excel and financial accounting systems such as Oracle.
Strong organizational, analytical, verbal and written communication skills.
Strong desire to adhere to U.S. GAAP financial accounting and reporting standards.
$84k-105k yearly est. Auto-Apply 5d ago
Senior Financial Analyst
Spectrum Search Group
Finance analyst job in Houston, TX
Title: Senior FinancialAnalyst of Financial Planning & Analysis (FP&A)
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About Us:
We are currently working with a dynamic e-commerce retail giant, that is on the brink of an exhilarating expansion journey. As they gear up to double the number of retail stores in new states across the U.S. and plan strategic acquisitions of other sport-related retail stores, we are seeking a talented and driven Senior Analyst of FP&A to join our finance team.
Why Join Us:
Thriving Expansion: Be part of a team driving the ambitious goal of doubling their market share, and expanding their footprint across new states.
Fast-Paced, Fun Environment: Immerse yourself in a dynamic work culture with a 40-50 hour work week, where every day brings new challenges and opportunities.
Education:
Bachelor's Degree in Accounting, Finance, Business Administration, or equivalent required.
Work Experience:
Job Description:
Minimum of 2+ years of experience, including planning, forecasting, analyzing, reporting, and business partnering.
PROFICIENT IN POWER BI
Previous FP&A or Corporate Finance experience required.
Retail/e-commerce experience is a plus.
Skills:
Partner effectively with internal teams and external stakeholders.
Strategic thinking coupled with the ability to deliver tactical analysis.
Proven track record of delivering high-impact results.
Excellent written, verbal, listening, and presentation skills.
Analytical and process-improvement-oriented mindset.
Advanced Excel skills.
Responsibilities:
Analyze and support annual planning and monthly forecasting processes.
Provide financial planning support for internal business partners.
Deliver weekly, monthly, and quarterly executive reporting.
Interact regularly with senior management to inform and refine business strategies.
Consolidate and analyze departmental/functional plans and forecasts.
Establish clear ownership, timelines, and deliverables.
Leverage internal and external networks to maximize business goals.
Drive accurate forecasting and long-term vision.
Identify and drive process improvements.
Actively participate in new FP&A initiatives.
Compensation:
Up to $120,000 plus bonus.
$120k yearly 2d ago
Strategic Field Finance Leader for Growth & Transformation
Sysco Northeast Rdc
Finance analyst job in Houston, TX
A leading food distribution company in Houston is seeking a strategic finance leader to oversee the financial functions across business units. This role requires expertise in budgeting, financial analysis, and leadership, and demands a Bachelor's degree in finance or accounting along with 5-10 years of relevant experience. The ideal candidate will drive collaboration and improve operational performance in a dynamic environment.
#J-18808-Ljbffr
$88k-138k yearly est. 3d 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
4+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting experience 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. 4d ago
Corporate Strategy Analyst
Landmark Structures
Finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 5d ago
Senior Financial Analyst
Colvin Resources Group
Finance analyst job in Fort Worth, TX
Senior Financial Planning & Analysis (FP&A) Analyst
Our client is a leading, rapidly expanding RV sales and service company with over $800 million in annual revenue and a growing national footprint. As they continue their high-growth trajectory across the U.S., they are investing in people, systems, and processes to build a world-class financial infrastructure that supports scalability, efficiency, and innovation.
The company is seeking a Senior FP&A Analyst to support strategic financial planning and performance analysis across a complex, multi-location business.
This role reports directly to the Controller and offers regular exposure to senior finance leadership, including the CFO, as well as cross-functional and regional leadership teams.
Key Responsibilities
Lead budgeting, forecasting, and reforecasting processes across a large, multi-location organization
Perform in-depth variance analysis to identify trends, risks, and opportunities across business units and regions
Develop and maintain advanced financial models to support strategic planning and executive decision-making
Prepare executive-level reports and presentations that translate complex financial data into clear insights
Partner with operational leadership to analyze performance metrics and support data-driven decisions
Support month-end and quarter-end close processes with a focus on accuracy and timeliness
Provide financial analysis to cross-functional teams supporting strategic initiatives
Drive continuous improvement of forecasting models and budgeting processes to enhance efficiency and accuracy
Collaborate with the Controller to help scale and develop the FP&A function as the business grows
Assist in transforming FP&A operations into a more standardized and mature function
Qualifications
Experience
3-5 years of FP&A experience in an enterprise-level organization
OR
3-5 years of public accounting experience with a strong interest in transitioning into FP&A
Experience supporting multi-site, decentralized, or complex operational structures preferred
Strong foundation in financial reporting, budgeting, forecasting, and variance analysis
Education & Certifications
Bachelor's degree in Accounting, Finance, or a related field required
CPA, CFA, MBA, or Master's in Finance highly desirable
Technical Skills
Advanced Excel proficiency, including pivot tables, VLOOKUP/XLOOKUP, financial modeling, and complex formulas
Experience with FP&A tools such as Anaplan, Adaptive Insights, Workday Adaptive Planning, or similar platforms
Experience working with large data sets and enterprise financial systems (ERP/CRM); NetSuite experience a plus
Strong PowerPoint or presentation skills for executive and leadership reporting
Comfortable working in partially manual environments while helping build toward more automated solutions
Preferred Attributes
Strong analytical, organizational, and problem-solving skills with attention to detail
Excellent written and verbal communication skills with the ability to present financial insights to non-financial stakeholders
Ability to manage multiple priorities and meet deadlines in a fast-paced, high-growth environment
Entrepreneurial mindset with interest in building and improving financial processes
Proactive, collaborative team player with a strong desire for professional growth
$68k-90k yearly est. 5d ago
Analyst - Investment Management
CAZ Investments
Finance analyst job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Analyst - Investment Management
As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Analyst in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
2-4 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel and PowerPoint
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
$58k-100k yearly est. 3d ago
Analyst/Associate, Asset Management
Rreaf Holdings
Finance analyst job in Dallas, TX
RREAF Holdings is a vertically integrated real estate investment, development, and management firm with $4.5B AUM. In 2023 RREAF launched its Outdoor Communities platform to acquire, enhance, and operate manufactured housing communities and RV properties across the Midwest and Sunbelt. With in-house property management and construction management teams, RREAF executes comprehensive business plans to reposition assets, drive performance, and deliver strong returns to its investors.
Position Summary:
The Analyst/Associate, Asset Management will be responsible for maximizing the performance of a portfolio of value-add mobile home and RV properties by executing business plans, driving operational efficiency, and collaborating closely with our internal property management and construction teams. The ideal candidate brings a blend of attention to detail, strategic thinking, operational oversight, and financial acumen in a hands-on, vertically integrated environment.
Onsite: 100% - Dallas Location
Travel: Asset visits at least once per quarter
Key Responsibilities:
Oversee and drive the execution of asset-level business plans, including property renovations, amenity upgrades, and operational improvements to increase asset value.
Collaborate regularly with in-house property management and construction management teams to ensure alignment on project timelines, budgets, leasing strategies, resident experience, and operations initiatives.
Track performance against pro forma and budgets; analyze property-level financials, identify variances, and recommend corrective actions to improve NOI and investment returns.
Manage capital projects in coordination with internal construction managers. Monitor costs, schedules, and ROI for unit renovations, common area upgrades, and deferred maintenance.
Monitor rent growth, leasing velocity, occupancy, and market comps to implement pricing strategies that maximize rental income and asset competitiveness.
Prepare and present quarterly, annual and ad hoc performance reports, including variance analyses, KPI dashboards, and asset reviews to ownership and capital partners.
Conduct regular property visits to review operations, inspect construction progress, and engage with on-site teams. Ensure consistent standards across the portfolio.
Assist with hold/sell analyses, refinancing scenarios, and long-term asset strategy recommendations in collaboration with acquisitions and capital markets teams.
Qualifications:
Bachelor's degree in Accounting, Finance, Real Estate, Business, or a related field (MBA or Master's a plus).
1-3+ years of asset management, analyst or regional property management experience with exposure to value-add mobile home, RV, hospitality or multifamily properties.
Strong understanding of accounting, real estate finance, CapEx execution, leasing strategies, and operational KPIs for mobile home, RV, hospitality or multifamily properties.
Proficient in Microsoft Excel, Powerpoint, Word, Teams, Outlook, property management systems (e.g., Manage America, NewBook, Yardi, RealPage, AppFolio, Entrata), and project tracking tools.
Strong attention to detail, interpersonal skills and ability to work across departments in a fast-paced, entrepreneurial environment.
Willingness to travel to asset locations as needed.
Compensation & Benefits:
Health, dental, and vision insurance
401(k) with company match
Generous PTO and paid holidays
Career development opportunities within a growing platform
$55k-83k yearly est. 5d ago
Investments Analyst
Evergen Equity
Finance analyst job in Austin, TX
Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies.
Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk.
The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.
Organizational Structure and Reporting
As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.
Essential Functions and Responsibilities
Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.
Essential Knowledge, Skills, and Abilities
Education & Experience: Bachelor's degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail. Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.
Additional Benefits and Requirements
Medical and dental benefits
Unlimited paid time off
Right-to-invest eligibility after one year anniversary
Professional development assistance
Downtown Austin parking provided 24/7
In office Monday-Friday requirement
$58k-101k yearly est. 6d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance analyst job in Plano, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Location: Plano 75024 (near SH 121 and Dallas North Tollway)
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: Typically 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
$75k-106k yearly est. 2d ago
Investor Relations Associate
Dhanani Private Equity Group
Finance analyst job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships.
Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations.
Requirements:- Bachelor's degree in finance, business administration, or a related field.
- Proven experience in investor relations, sales, or financial services.
- Strong knowledge of investment management principles and practices.
- Proficiency in basic accounting, financial reporting and banking operations.
- Familiarity with SEC regulations and compliance requirements.
- Ability to build and maintain relationships with investors, analysts, and other stakeholders.
- Detail-oriented with strong organizational skills.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required)
Experience:
Microsoft Office: 4 years (Preferred)
Sales: 4 years (Preferred)
Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding)
Supplemental Pay:
Bonus opportunities
Job Type: Full-time
Schedule:
8 hour shift
Work Location: In person
$74k-135k yearly est. 2d ago
Operations Analyst, Supply Chain
Emonics LLC
Finance analyst job in Dallas, TX
About the role
We are seeking an Associate Supply Chain Analyst to support data-driven decisions across supply chain operations. This entry-level position is ideal for recent graduates who enjoy analytics, process improvement, and working cross-functionally.
What you will do
• Analyze supply chain data (demand, inventory, procurement, logistics) to identify trends and gaps
• Build and maintain reports and dashboards for KPIs such as OTIF, lead time, fill rate, and inventory turns
• Support forecasting and inventory planning activities
• Assist with supplier performance tracking and scorecards
• Identify process improvements and support documentation of SOPs
• Work with stakeholders across procurement, operations, finance, and warehouse teams
What you are looking for
• Bachelor's degree in Supply Chain, Industrial Engineering, Business Analytics, Operations, or related field
• Strong Excel skills (pivot tables, VLOOKUP/XLOOKUP, charts); comfort with data
• Strong attention to detail and problem-solving mindset
• Ability to communicate insights clearly to non-technical teams
Nice to have
• Exposure to SQL, Power BI/Tableau, or Python
• Knowledge of ERP systems (SAP, Oracle, NetSuite) or WMS/TMS concepts
• Internship or project experience in operations, logistics, or planning
$50k-75k yearly est. 2d ago
Sr. Financial Analyst
Growing Greenspoint Company
Finance analyst job in Houston, TX
Senior FinancialAnalyst - FP&A
Industry: Construction
Type: Newly Created Role | Immediate Opportunity
Our client, a rapidly growing construction company located in the Greenspoint area, is seeking a Senior FinancialAnalyst to join their team in a newly created position. This is a highly visible and impactful role within a dynamic, acquisition-driven organization known for its strong culture, excellent benefits, and commitment to promoting from within.
This position will play a critical role in corporate financial planning and analysis, supporting strategic decision-making across the organization. The work is complex, robust, and offers significant exposure to senior leadership.
Key Responsibilities
Lead corporate FP&A activities, including the development of complex budgets, forecasts, and long-range financial models
Partner closely with the M&A team to support acquisitions and assist with the financial onboarding of newly acquired locations
Create, maintain, and enhance complex financial reports for both field locations and corporate offices
Analyze financial performance, trends, and variances; provide actionable insights to leadership
Support special projects and ad hoc reporting requests tied to growth initiatives
Present financial results and analyses to senior leadership with clarity and confidence
Continuously improve reporting processes, tools, and models to support a growing organization
Qualifications
4+ years of experience in Financial Planning & Analysis (FP&A)
Proven experience building and managing complex budgets and forecasts
Exposure to an ERP system
Advanced Excel skills required, including Macros, Pivot Tables, and VLOOKUPs
Power BI experience strongly preferred
Advanced degree (MBA, MS Finance, etc.) and/or professional certifications (CFA, CPA, FP&A-related) strongly preferred
Exceptional communication and presentation skills with the ability to work cross-functionally
Comfortable operating in a fast-paced, acquisition-heavy environment
Why Join?
Newly created role with strong visibility and growth potential
Complex, meaningful work tied directly to company strategy
Excellent benefits package
Company culture that actively promotes from within
Work Environment: This role is fully in-office at the Greenspoint location and does not offer hybrid or remote work options.
This is an immediate opportunity.
To be considered, please contact your Robert Half representative or reach out directly to:
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$68k-92k yearly est. 3d 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 FinancialAnalyst 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. 3d ago
Finance Manager
It Goat
Finance analyst job in Dallas, TX
Why IT GOAT?
At IT GOAT, we don't just work - we take ownership. Every team member is empowered to lead, make decisions, and drive results. Our culture is built on accountability, teamwork, and an unrelenting commitment to excellence.
We're looking for someone who thrives in a fast-paced environment, communicates with confidence, and takes pride in every task - big or small. If you believe in getting things done, staying organized, and being the person others can rely on, you'll fit right in here.
Why IT GOAT is the best place to work?
At IT GOAT, we believe success starts with our people. We hire those who take ownership of their work, support their teammates, and continuously strive to grow. In return, we invest deeply in our team - providing the tools, benefits, and environment to help every employee thrive both personally and professionally.
Here's why IT GOAT stands out as one of the best places to build your career: Competitive Pay, 401k, Paid time off, Comprehensive Health Insurance, Professional Growth and Development are just a few.
Our headquarters in Dallas, TX is where collaboration, innovation, and energy come together. We work in person because we believe strong teams are built face-to-face - through trust, communication, and shared goals.
Job Description:
We're looking for a hands-on Finance Manager to own our accounting and billing function end-to-end. This role blends day-to-day billing, AR, and month-end responsibilities with process improvement. You will oversee a junior AR/Billing resource and work cross-functionally with Sales, Service Delivery, and Leadership.
Key Responsibilities:
Billing & Revenue Operations
- Manage the monthly billing cycle for recurring services, projects, and one-time work.
- Ensure MSAs, SOWs, and change orders are accurately reflected in systems.
- Implement billing controls and run exception checks prior to invoicing.
- Reconcile user counts, licenses, and devices against vendor portals and the PSA.
Accounting & Month-End Close
- Oversee daily accounting tasks, delegating appropriately.
- Complete reconciliations and manage a timely month-end close.
- Coordinate with external CPA for year-end and compliance.
Reporting & Insight
- Produce reporting on MRR, churn, gross margin, credits/write-offs, and other KPIs.
- Provide leadership with clear financial visibility to support decision-making.
Process Improvement
- Improve workflows between Sales, vCIO, Service Delivery, and Finance.
- Ensure service changes and client adjustments are captured before billing cycles.
Team Leadership
- Lead and develop the AR/Billing Clerk.
- Build a culture of accuracy, accountability, and process ownership.
SUCCESS LOOKS LIKE
- 99%+ of invoices are correct the first time.
- A reliable month-end close process is consistently executed.
- Leadership receives clear, actionable reporting.
- Billing-related client issues materially decrease.
REQUIREMENTS
Must-Haves:
- 5+ years of accounting/finance experience, including AR, billing, and close responsibilities.
- Experience in recurring revenue (MSP, SaaS, telecom, or similar).
- MSP or IT services finance experience.
- PSA experience (ConnectWise, Autotask, Halo).
- Strong systems skills: QuickBooks (or similar) and PSA comfort.
- Strong Excel/Sheets skills.
- High attention to detail and process orientation.
Nice-to-Haves:
- Bachelor's degree in Accounting or Finance.
- CPA/CMA (optional).
COMPENSATION & BENEFITS
- Competitive salary based on experience.
- Performance-based bonus potential.
- Benefits package (health, dental, vision, PTO, etc.).
- Opportunity to grow into a senior finance leadership role as IT GOAT scales.
Qualifications
Competitive base + uncapped commission
Health, dental, and vision insurance
401(k) with company match
PTO, holidays, and flexible work options
Energetic, tech-driven culture with real career growth opportunities
A brand you can be proud to represent
Benefits:
Health insurance
401(k) with company matching
Dental insurance
Flexible spending accounts
Vision insurance
Health savings account
Life insurance
On-site gym, covered parking with an onsite car wash availa
Company events
12 days earned paid time off
Company holidays
Schedule: 8-hour shift
Monday through Friday
Work Location:
Onsite at IT GOAT's Dallas Headquarters
$68k-96k yearly est. 3d ago
Senior Technical Accountant
Kellymitchell Group 4.5
Finance analyst job in Houston, TX
Our client is seeking a Senior Technical Accountant to join their team! This position is located in Houston, Texas.
Support external financial reporting and corporate accounting activities, ensuring accuracy and compliance across multiple global processes
Assist in accounting and internal control functions related to share-based compensation, bonus plans, global compensation programs, foreign currency, intercompany transactions, lease accounting, derivative accounting, and other centralized accounting areas
Conduct technical accounting research and prepare clear documentation for complex transactions, new accounting standards, and ad hoc technical inquiries
Serve as a technical accounting resource to regional accounting teams, revenue accounting, and global shared services, helping evaluate and resolve complex accounting issues
Oversee valuation-related efforts, including goodwill impairment testing, merger and acquisition transactions, share-based awards, derivatives, and other key valuation processes
Review and support the preparation of quarterly and annual financial reporting packages, investor and lender presentations, and disclosures-aligned with SEC-level standards and future IPO readiness
Coordinate the preparation and analysis of financial statements, footnotes, management's discussion and analysis, EBITDA reporting, and related disclosures, collaborating closely with legal, finance, and other cross-functional teams
Ensure accuracy and completeness of reporting materials by reviewing documentation, gathering information from stakeholders, and supporting the overall reporting cycle
Desired Skills/Experience:
Bachelor's degree in Accounting required
CPA required
8+ years of progressive experience in technical accounting and financial reporting
Big 4 public accounting experience highly preferred, especially candidates who have reached Senior Manager level
Extensive experience in SEC financial reporting, technical accounting, and financial controls within a public company or public accounting environment
Expert-level GAAP knowledge and strong technical research abilities suited for a complex, global organization
Proficiency with financial systems
Experience with Oracle and OneStream is highly preferred
Ability to partner with senior leadership, clearly document technical positions, and confidently present and defend accounting conclusions
Strong leadership, analytical, and organizational skills, with proven ability to manage multiple priorities under tight deadlines
Thrives in a fast-paced, hybrid work environment and upholds a high standard of confidentiality
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position is between $38.00 and $55.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
$38-55 hourly 4d ago
Strategic Chief Accounting Officer - Public Company Leader
Technibus, Inc.
Finance analyst job in Sugar Land, TX
A national provider of industrial products and infrastructure services seeks a Chief Accounting Officer (CAO) to oversee financial reporting, ensure compliance with U.S. GAAP and SEC regulations, and provide leadership to a high-performing accounting team. The successful candidate will have a strong background in accounting leadership, a CPA certification, and a proven track record in a publicly traded environment. This role offers competitive compensation and various employee benefits.
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$37k-67k yearly est. 2d ago
Power BI Analyst
Ellaway Blues Consulting
Finance analyst job in Dallas, TX
We are seeking two Power BI Developers to join a growing enterprise data team and embed directly with key business units. These roles are highly customer-facing and design-oriented, focused on transforming business needs into intuitive, visually compelling data products.
The ideal candidate is a strong Power BI developer who enjoys partnering with stakeholders, shaping requirements, and building dashboards that drive real business decisions. This is not a back-end-heavy engineering role - success in this position comes from front-end design strength, business acumen, and communication skills.
Key Responsibilities
Partner closely with business stakeholders to understand pain points, define metrics, and translate needs into effective Power BI solutions
Design, build, and enhance Power BI dashboards and reports with a strong emphasis on usability, storytelling, and visual appeal
Own and evolve a backlog of existing data products (initially 5-10 dashboards), improving functionality and user adoption
Attend business meetings to gather requirements, brainstorm solutions, and act as a trusted data partner to leaders
Create Power BI measures and calculations to support business reporting needs
Collaborate with data engineering and offshore support teams for data sourcing, integrations, and complex technical work
Continuously refine and enhance dashboards based on user feedback and changing business needs
Establish strong working relationships with embedded business teams and contribute ideas to the broader data organization
Required Qualifications
3-10 years of experience developing dashboards and reports using Power BI
Strong understanding of Power BI functionality, including measures and dashboard design
Proven ability to design clean, intuitive, and visually compelling data products
Experience working directly with business stakeholders and translating ambiguous requirements into clear solutions
Solid understanding of data structures, data formatting, and data concepts
Familiarity with APIs, ETLs, and data pipelines (hands-on engineering not required)
Ability to “speak business” and explain insights without excessive technical jargon
Self-driven, curious, and eager to learn new domains and data sources
Comfortable working with minimal micromanagement and owning relationships with internal customers
Preferred / Nice-to-Have
Experience in a consulting or client-facing analytics environment
Exposure to enterprise-scale data environments
Background in UI/UX principles for data visualization
Familiarity with logistics, commercial, or operational data (not required)
$60k-85k yearly est. 4d ago
Senior Accountant
Dexian
Finance analyst job in Grapevine, TX
📍 Hybrid - near Grapevine, TX | Full-Time | Confidential Company
Are you an experienced accountant with financial reporting and consolidation expertise? Join a leading specialty retailer and help deliver excellence in GAAP compliance, financial statement preparation, and corporate accounting.
About the Role
As a Financial Reporting Senior Accountant, you will:
Prepare financial statements and disclosures in accordance with U.S. GAAP.
Oversee monthly consolidation and translation processes using Cognos Controller.
Review intercompany eliminations and resolve discrepancies.
Prepare cash flow statements and reporting packages for senior management.
Stay current on FASB updates, perform technical accounting research, and assist with SOX compliance.
Support Finance and Treasury teams on debt agreements and related accounting.
Assist external auditors and drive process improvement initiatives.
What We're Looking For
Education: Bachelor's degree in Accounting required; CPA preferred.
Experience: 2-5 years in public accounting, financial reporting, or corporate accounting; retail experience a plus.
Skills: Strong knowledge of U.S. GAAP, internal controls, and financial consolidations.
Technical: Proficiency in Excel; experience with Cognos Controller, Microstrategy, MultiView, and/or Workiva a plus.
Location: Must be based in the Dallas/Fort Worth area and able to work on a hybrid schedule in Grapevine, TX
Bonus: SOX experience and strong analytical/problem-solving skills.
Why Join Us?
We offer:
Competitive health, dental, and vision plans.
401(k) with investment guidance.
Paid time off, holidays, and parental leave.
Employee discounts on amazing products.
Career growth opportunities in a collaborative, supportive environment.
Financial Reporting Senior Accountant | CPA | GAAP | Financial Consolidation | Cognos Controller | SOX Compliance | Technical Accounting | Public Accounting | Corporate Accounting | Hybrid Coppell TX | Dallas Accounting Jobs | Financial Statement Preparation | FASB Updates | Internal Controls | Retail Accounting Jobs
Equal Opportunity Employer | No immigration sponsorship available | Smoke-free, drug-free workplace
How much does a finance analyst earn in Victoria, TX?
The average finance analyst in Victoria, TX earns between $39,000 and $86,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.