Financial Relationship Consultant
Finance associate job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Sap Finance Control Consultant
Finance associate 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
Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Finance associate 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
*************************
Financial Consultant Partner
Finance associate job in Roanoke, TX
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Financial Analyst
Finance associate job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
Financial Analyst I - Ambulatory Administration
Finance associate job in Dallas, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
Financial Analyst (Retail Experience Req'd)
Finance associate job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Personal Banker
Finance associate job in Dallas, TX
Job Description Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
Follow established policies in accordance with the bank and the supervisor s direction
Accountable for the personal achievement of monthly new account production as assigned by upper management
Participate in an active sales environment that may require in-store aisle prospecting
Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
Receive cash and checks for deposit, verify amounts, and look for check endorsements
Examine cash carefully to guard against acceptance of counterfeit checks and identification
Enter transactions into computer and issue customer receipts
Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
Process western union wires and cash advances
Cross-sell bank services and products
Provide bank services to a diverse customer base, including a large Spanish speaking population
Perform other tasks requested by supervisors as they relate to the bank and its functions
Regular and predictable attendance and punctuality Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
Required to stand or walk for extended periods of time dependent upon branch location
Ability to work in a high volume, stressful and noisy environment
Schedules are prepared based on business need and subject to change at any time
Operate a computer and other office machinery
Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
Proprietary Equity Traders Wanted
Finance associate job in Dallas, TX
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Easy ApplyFrisco Dodge - Future Positions
Finance associate job in Frisco, TX
Job Details Frisco Chrsyler Dodge Jeep Ram - Frisco, TX Full Time High SchoolDescription
We are looking for an experienced and motivated individuals for all positions of the automotive dealership. Submit your resume here!
Responsibilities Include:
Set an example of professionalism through daily actions and appearance
Attends all staff meetings, trainings, and educational classes as required
Follows all safety and security procedures
Is ethical and transparent in all leading operations
Maintains work area in a neat and organized manner
Performs other duties as assigned
Qualifications
Are team-oriented, flexible and focused, and are eager to make money in a very busy dealership
Must have a steady work history and be committed to starting a new career
Strong business sense and industry expertise
Possess competent computer and phone skills (Internet, Microsoft, Outlook, CRM, etc.)
Must be able to read and comprehend written instructions and information
Are willing to submit to pre-employment background check and drug screen
Able to work independently with minimal supervision
Highly motivated and willing to learn new skills
Highly professional and dependable
Team player with excellent communication and interpersonal skills
Benefits
Competitive Pay
Employee Purchase and Service Discounts
Ongoing Training and Education
Paid Vacation
Full benefits options including Medical, Dental, Vision, Life, Disability, and Accident Insurance
401(k) Retirement Savings Plan
State of the Art Facility with a Professional Working Environment
Greenway Automotive Group is one of the world's most progressive, privately held automotive companies proudly serving Florida, Alabama, Georgia, Missouri, South Carolina, Pennsylvania, Tennessee, Texas, and China. The Group's 46 domestic automotive dealerships include some of the nation's top ranked performers in sales, service, customer satisfaction, and profitability.
Greenway Automotive Group is an Equal Opportunity Employer.
2026 JPMorganChase Fellowship Program- Commercial & Investment Bank - Risk Management Track
Finance associate job in Plano, TX
JobID: 210680151 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $26.45-$26.45 JPMorganChase Fellowship Program, offers a five-week paid, full-time summer fellowship held in select JPMorganChase offices. The JPMorganChase Fellowship Program is designed to attract undergraduate sophomores who are interested in early exposure to financial services careers and committed to the advancement of individuals from underrepresented groups in this industry. The JPMorganChase Fellowship Program is seeking sophomore students, including, without limitation, Black, Hispanic and Latino students, who are interested in exploring career opportunities at JPMorganChase. We are looking for dynamic individuals from diverse backgrounds and perspectives to help us grow and position our businesses for the future. All sophomore students who are interested in the Fellowship Program, regardless of background, are welcome to apply.
As a Summer Fellow in our JPMorganChase Fellowship program, you will be provided with an introduction to financial services and the firm. You will be exposed to our senior leaders and gain insight into how your diverse backgrounds and perspectives as financial services professionals might positively impact the future of people's lives, the firm and our industry.
This opportunity will expose students to careers in financial services and include hands-on experience and a project-based curriculum, designed to help build a pathway to future employment opportunities. The JPMorganChase Fellowship Program is committed to providing early exposure and professional development opportunities to participants. Upon successful completion of the Fellowship Program, you will be considered for a 2027 Summer Internship offer. Successful completion of the internship is a significant step towards securing full-time employment with the firm.
The JPMorganChase Fellowship Program will consist of one-week of training and orientation onsite at one of our firm's locations. During this time, fellows will participate in orientation to our firm, our businesses, and gain the technical and practical knowledge needed to be successful during the program. After the induction, fellows will report to the designated location for their specific line of business track.
Job responsibilities
* Proactively engage in learning opportunities to gain a comprehensive understanding of the firm's businesses, clients and customers.
* Actively pursue opportunities to enhance your professional development skills, including attending training sessions, and engaging with mentors.
* Prepare and present a curriculum-based project to an audience of senior stakeholders.
Required qualifications, capabilities, and skills
* Sophomore standing (expected graduation date of December 2027 through Summer 2028)
* Attends college/university in the U.S. (all majors considered) in good standing
* Demonstrates a significant commitment to diversity, opportunity and inclusion through, for example, campus activities community service work, and/or related leadership activity
* Possess a strong interest in developing professional skills for future opportunities in financial services
Preferred qualifications, capabilities, and skills
* Preferred minimum cumulative GPA of at least 3.2 on a 4.0 scale
To be eligible for this program, you must be authorized to work in the U.S.. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Locations fellows may join:
New York, NY
Plano, TX
Fellows will have an opportunity to select up to two location preferences on their application. Potential placement could include any of our offices within the city's metropolitan area.
About Our Track
Line of Business: Commercial & Investment Bank (CIB)
Track: Risk Management Track
The JPMorganChase Fellowship Program offers an in-depth exploration of Risk Management at JPMorganChase, where managing risk is integral to our business activities. Participants will learn how the firm's risk tolerance is aligned with its earnings power, capital, and diversified business model. Key aspects of the program include:
* Comprehensive Risk Framework: You will learn about how the business manages our financial reputation and regulatory performance, shapes decisions, influences models, and interfaces with regulators.
* Critical Risk Skills: Develop necessary skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis.
* Mitigation and Transparency: Learn how risk managers mitigate and manage risk while maintaining transparency with management, clients, regulators, and shareholders.
Additional information about Risk Functions within JPMorganChase:
* Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY and Plano, TX
* Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY
The JPMorganChase Fellowship Program equips participants with the skills and insights needed to excel in the dynamic field of risk management at JPMorganChase.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet required qualifications.
If you are advanced to the next step of the process, you will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.
Applications will be reviewed on a rolling basis. We strongly encourage you to submit your application as early as possible as programs will close once positions are filled.
JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
Auto-ApplyInvestment Banker VP, Coverage
Finance associate job in Dallas, TX
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to
The Dallas Morning News
' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at *************************
Competences
Extraordinary levels of motivation and initiative.
Effective team player with ability to work in a fast-paced, highly collaborative environment.
Experience in training junior bankers.
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity.
Very strong quantitative and analytical skills (including Excel modelling and valuation work).
Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions.
Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team.
Deep knowledge of the industry and products and has the ability to comfortably interact with clients in a professional and mature manner.
Thorough understanding of financial, legal and reputational risks facing investment banks in today's environment.
Responsibilities
Participate in the execution of equity and debt financings, M&A, and restructuring and recapitalization transactions.
Ability to operate as project / deal team lead, driving the work product and transaction processes.
Perform financial valuation, discounted cash flow, leveraged buyout, pro forma merger, accretion / dilution, precedent transaction, and comparable companies' analyses.
Analyze detailed corporate and financial information, as well as conduct due diligence.
Build detailed financial operating models and valuation models.
Prepare and participate in the delivery of client presentations.
Supervise and direct junior bankers in the preparation of pitch books and live deal materials, including offering memoranda, confidential information memoranda, management presentations, lender presentations and prospectuses.
Conduct industry and product research.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. Vice Presidents are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Corporate Banking, Private Wealth, and Sales and Trading teams, collaborating to develop and execute solutions to meet client needs.
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Auto-ApplyGold & Bullion Trader
Finance associate job in Dallas, TX
Set your sights on a career at Heritage Auctions, headquartered in Dallas, Texas, with offices in New York, Chicago, Beverly Hills, London, Hong Kong, and other cities. Heritage Auctions is the largest auction house founded in the U.S. and serves more than 50 different auction categories, including Coins, Sports, Comics, Historical, Jewelry, Fine & Decorative Art, Wine, and many more.
SUMMARY: The role of a Gold and Bullion Trader is responsible for buying and selling gold, silver, platinum, and other precious metals in the global market. The primary responsibility is to manage and expand the company accounts and portfolios by buying, selling, and trading from a selection of coins and metals.
LOCATION: South of Dallas/Fort Worth International Airport, NW corner of W. Airport Freeway (Hwy. 183) and Valley View Lane
BENEFITS:
Medical, Dental, Vision coverage
Paid time off
401k savings plans
COMPENSATION: Commensurate based on experience.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Monitoring market trends and making informed trading decisions based on market analysis.
Executing trades and managing risk by hedging against market volatility.
Maintaining relationships with existing accounts, and prospecting for new accounts.
Requirements
EDUCATION & EXPERIENCE:
Solid understanding of the global precious metals market
Excellent analytical and interpersonal skills
A proven track record of success in a similar role
Bachelor's degree in finance, economics, or a related field is often preferred.
Heritage Auctions welcomes and encourages applications from women, minorities, veterans, mature workers, and persons with disabilities. EOE
Senior Corporate Financial Analyst | Consumer Products
Finance associate job in Dallas, TX
A leading consumer products company in Dallas, Texas is looking for a highly analytical and collaborative Senior Corporate Financial Analyst to join their Financial Planning & Analysis (FP&A) team.
The ideal candidate will have a strong foundation in financial modeling, cash flow forecasting, budgeting, and operational analysis, ideally gained in a high-paced manufacturing environment.
** $115K-$136K (base + annual bonus) not including other bonus incentives
This visible role provides critical financial insights to senior leadership and collaborates cross-functionally with finance, operations, IT, and commercial teams to drive performance and improve strategic decision-making.
The individual will be a strong team player who thrives in a fast-paced, dynamic environment and brings a continuous improvement mindset to financial tools, processes, and reporting accuracy
Responsibilities:
Cash Forecasting & Liquidity Management
Maintain and update a 13-week rolling cash forecast
Analyze liquidity trends and changes in working capital
Provide data-driven insights to support treasury and leadership decision-making
Financial Consolidation & Planning
Support the consolidation and analysis of:
Rolling quarterly forecasts
Annual budgets
Sales & Operations Planning (S&OP) processes
Partner with business leadership and IS teams to ensure clean, accurate data collection and storage
Financial & Operational Reporting
Develop, standardize, and maintain dashboards and financial reports (e.g., Excel, ERP platforms)
Generate timely reports for period-end close and executive-level briefings (including MD&A)
Margin & Profitability Analysis
Conduct detailed margin bridge analysis (by SKU, customer, and facility)
Compare standard vs. actual cost for gross margin variances across product segments
Perform customer and product-level profitability and pricing analysis
Strategic Business Support
Deliver ad-hoc analysis and financial insights to CFO, CEO, and senior management
Support new initiatives, pricing models, and scenario planning
Qualifications:
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus)
3-7 years of experience in FP&A, financial analysis, or corporate finance
Industry experience in food & beverage manufacturing strongly preferred
Skills:
Strong financial modeling and analytical skills
Proficiency in Microsoft Excel, ERP systems (SAP, Oracle, etc.), and reporting tools (QLIK, Power BI, Tableau)
Excellent communication and presentation skills
Ability to explain complex financial concepts to non-financial stakeholders
Detail-oriented with strong problem-solving capabilities
Familiarity with production planning, inventory costing, and supply chain operations
Corporate and Private Side FX Sales - Analyst
Finance associate job in Dallas, TX
The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
· Model, structure, and market foreign exchange products to corporate clients
· Price and execute live foreign exchange spot, forward, and option trades throughout the day
· Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
· Collaborate on analytical work and presentation materials for discussions with clients on currency risk management. Participate in client discussions
· Work with broader client coverage team including banking, treasury services, and credit to address client needs
· Work with trading, middle and back-office functions to support client trading activity
· Support activities of colleagues on the desk as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
· 1+ year of experience in FX
· Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
· Ability to develop and manage client relationships
· A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading
· Critical thinker and driver of trade concepts and themes for clients. Clear, logical thinker with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps
· Strong understanding of fundamental product knowledge and market structure
· Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint
Auto-ApplyIntern - Finance / Reporting
Finance associate job in Dallas, TX
Energy Transfer is a master limited partnership that owns and operates one of the largest and most diversified portfolios of energy assets in the United States. In total, the Company owns and operates approximately 120,000 miles of natural gas, crude oil, refined products, and natural gas liquids pipelines, terminals, and acquisition and marketing assets which are used to facilitate the purchase and sale of crude oil, natural gas, natural gas liquids, and refined products. Summary: Our Finance Department is seeking dynamic, personable, and professional Finance Interns who will work with the various functional finance departments within Energy Transfer at our Dallas office. This is a twelve (12) week paid internship program beginning May 2026. You must be currently enrolled in an undergraduate or graduate degree program with an expected graduation date in Fall 2026 or Spring 2027. (This opportunity doesn't include relocation or living stipend) Essential Duties and Responsibilities: The Financial Reporting Department is seeking dynamic, personable, and professional accountant to help manage monthly close processes in a fast-paced environment. Essential Duties and Responsibilities: *
Preparation of monthly consolidated financial statements. * Assist in the preparation of quarterly and annually SEC filings. * Assist with annual audit and quarterly reviews. * Assist in researching accounting, consolidation, and reporting issues. * Maintain supporting documentation for financial reporting. * Special projects as assigned. Requirements: Education and/or Experience, Knowledge, Skills & Abilities: To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements for this position are listed below: * Currently enrolled in college majoring in Finance/Accounting * Preferably junior status as of Fall 2026 * General requirements include self-motivated individuals, involvement in activities outside college studies. * Above average GPA Preferred qualifications: * Strong computer and advanced Excel skills preferred * Must possess a strong willingness to learn * Ability to work independently with minimal supervision * Strong written and verbal communication skills * Must be able to adapt well to rapidly changing priorities and responsibilities * Ability to organize, perform and prioritize various functions in a fast paced environment * Must be a team player, and able to work effectively with a diverse workforce and with various levels within the organization
Public Finance Intern
Finance associate job in Dallas, TX
Hilltop Securities Inc. is currently looking for qualified students to join our Public Finance team as a Summer Intern. This individual will work closely with our Public Finance to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices. Our Summer 2026 Internship Program is an in-person experience lasting from May 27th to July 31st with opportunities located in downtown Dallas at our HTS Tower location and throughout the country at various branch locations.
Responsibilities
Work directly with Traders and Public Finance bankers for hands-on experience in this line of business, including opportunity to perform data analysis and deliver presentations to Public Finance leadership and training on municipal finance.
Perform financial data analysis
Review client memos, assist with development of presentation materials and proposals for new and existing clients
Shadow full-time employees as they interact with potential and existing clients
Assist Public Finance bankers and disclosure departments
Other duties as assigned
Qualifications
High school diploma, GED, or equivalent.
Rising Senior pursuing finance or related field is preferred
Some experience (0 - 1 year) is preferred but not required
Strong interest in public finance investment banking
Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills.
Excellent verbal, written, and communication skills
Proven self-starter who can initiate tasks and follow up to completion
Exceptional time management and organizational skills
Desire to learn about career opportunities in the financial services industry
Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not
Auto-ApplyFinance Intern - Bachelor's Degree
Finance associate job in Plano, TX
PRIMARY PURPOSE: The Finance Intern works directly with the Financial Planning and Analysis Manager to support the NTFB's financial goals through reporting and analysis. The intern will gain hands-on experience preparing financial reports, performing variance and performance analyses, supporting project finance, and using ERP and budgeting systems, while participating in cross-functional projects.
MINIMUM QUALIFICATIONS:
Education/Certifications/Licenses:
High School Diploma or GED
Completion of intermediate financial accounting course
Special Knowledge/Skills/Abilities:
Understanding of accounting and financial reporting principles
Intermediate proficiency in Excel and other Microsoft Office products
Strong organizational skills with attention to detail and accuracy
Effective written and verbal communication skills
Aptitude for collaboration and customer service
Demonstrates initiative, problem-solving ability and eagerness to learn
PRINCIPLE DUTIES AND RESPONSIBILITIES:
Prepare month-end internal financial reporting, including variance analysis that highlights key trends, risks, and opportunities
Support process design, methodology and documentation efforts
Develop working knowledge of the organization's ERP system (Microsoft Navision), budgeting and forecasting software (Planful) and enterprise data warehouse
Gain basic skills in Power BI and Jet Reports applications
Participate in cross-functional projects and data initiatives to ensure complete, accurate, and efficient reporting
Perform ad hoc reporting, special projects and other duties as assigned
MENTAL DEMANDS:
Ability to read; communicate verbally and in writing; analyze information, follow instructions and gather/classify data
PHYSICAL DEMANDS:
While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
Eye strain, repetitive wrist motion and general fatigue from long periods of sitting and working on a computer.
The employee must occasionally lift and/or move up to 15 pounds.
ENVIRONMENTAL FACTORS:
Moderate noise (e.g., business office with open floor plan, computers, printers, light traffic).
The mental and physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
This is not necessarily an exhaustive list of all skills, duties, responsibilities, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, NTFB reserves the right to revise the job or to require other or different tasks be performed as assigned.
The North Texas Food Bank is an equal opportunity employer.
College Financial Representative, Internship Program
Finance associate job in Rockwall, TX
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
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for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Analyst I - Ambulatory Administration
Finance associate job in Euless, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time