Finance associate jobs in Plano, TX - 1,272 jobs

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

What we can offer you: Career Growth -- promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: * Consistently impact the efforts that improve Banking Center Collaboration. * Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30 am to 5:30 pm Monday - Friday; 8:30 am to 12:30 pm Saturday; working hours will be scheduled during the timeframe listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.

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.

Yorktown Capital (YKTN) is a direct private credit provider for homebuilders, institutional investors, and land developers. We finance the acquisition, recapitalization, construction, and development for residential and multi-unit projects nationwide. YKTN is adding entry-level and experienced loan originators to our sales team. The ideal candidate will help YKTN identify new lending opportunities and monitor our existing real estate investment loans portfolio. To assist with these efforts, you will conduct client acquisition activities, develop financial models, and source loan opportunities that present a clear and profitable exit for all parties. Responsibilities: -Originate investment loans that meet our lending requirements for institutional investors, developers, and builders. -Conduct modeling and financial analysis for each new loan opportunity. -Manage and monitor the performance of portfolio loans. Qualifications: -Bachelor's degree required. -Strong communication skills. -Sales experience preferred. -Excellent multitasking skills. -Must have knowledge of investment real estate fundamentals. Compensation: -Draw -Competitive and uncapped commission splits -YKTN proudly covers 100% of employee health, vision, and dental insurance premiums

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 ***************************

Greenberg Traurig (GT), a global law firm, currently has an exciting full-time employment opportunity for a 2nd - 4th year associate in the Corporate Finance group of our Dallas, TX office. The ideal candidate should have experience representing administrative agents, lenders and borrowers in club and broadly syndicated credit facilities, acquisition financings, and private credit facilities. Candidates should have experience negotiating and drafting credit agreements, debt commitment letters, term sheets, security agreements, intercreditor agreements, subordination agreements and closing deliverables, including secretary's certificates, resolutions, legal opinions, schedules and exhibits. Experience in representing private equity sponsors and portfolio companies would be beneficial. Candidates should be diligent, proactive, supportive and team oriented and possess a strong academic background with superior drafting skills and be willing to take on significant responsibility for deal management, client interaction and work product. Admission to one or more state bars is required, with prior admission to the Texas bar a plus. GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.

Accountable for providing primary oversight, management, and control over all financial matters of the department by planning, organizing, and directing the functions of budgeting, cash management, general accounting, and purchasing, including grants and escrow funds. Assures compliance with applicable Federal and State regulations and guidelines and local policies and procedures as mandated by the various laws. Management Scope: May supervise exempt and non-exempt employee related to assigned duties. Education, Experience and Training: Education and experience equivalent to a Bachelor's degree from an accredited college or university in Business, Accounting, Finance, or in a job related field of study. Three (3) years of professional work related experience. Special Requirements/Knowledge, Skills & Abilities: MBA or CPA preferred. Knowledge of: a) general accounting, accounts payable and accounts receivable, b) capital and operational budgeting and control, c) purchasing and control administration, d) auditing, e) communication ability with individuals, in writing, in group presentations and on the telephone, f) establishment and maintenance of effective working relationships with the Auditor's Office, Budget Department, and Purchasing Department, and g) knowledge and skill in the use of computers and calculator. This position may require successful completion of an extensive background investigation and maybe subject to random, unannounced drug/alcohol testing. Juvenile Department: “Position requires working with juveniles who may have committed dangerous/aggressive acts; should possess a high tolerance for working in an emotionally demanding/stressful work environment.” Physical/Environmental Requirements: Standard office environment. May require prolonged sitting. Long hours may be required during budget and other periods of high-intensity activities. 1. Plans, organizes, directs, and controls the development and implementation of budgets, which fully support the department's ongoing financial requirements as well as operational goals and objectives for its grant, non-grant, and contractual activities. 2. Assures evaluation of each purchase requisition and purchase order for completeness and compliance with all requirements; assures coordination with vendors and the Purchasing Department to expedite orders and resolve delivery errors in quantity, quality or size in order to assure that correct purchased items are received in proper condition and that all critical items are available in acceptable quantities to support county and grant operations. 3. Assures the timely and accurate preparation of invoices, accounting for receivables and reconciliation of deposits received such as forfeitures, hot checks, and federal assets. Works extensively with the entire department's Escrow Funds in maintaining proper controls and records. 4. Plans, develops, implements, and monitors the effectiveness of financial and operational controls, which meets County Auditor standards and safeguards County and grant assets. 5. Communicates with funding agencies regarding grant issues, attends meetings, and takes part in training sessions pertaining to grant areas when needed. Consults with both the County Auditor's Office and Budget Office on any matters concerning grants awarded to Dallas County for use by the department. 6. Assures the monthly preparation of accurate financial reports, controls monthly operating expenditure analysis for each section within the department, including both grants and escrow funds; and makes financial and operational recommendations to executive staff, which support sound management of ongoing operations. 7. Assures funds for seminars are available and that all paperwork is completed and authorized by proper authority prior to such travel. Assures that all necessary reservations are made for tuition, travel, lodging, and other usual expenses. Directs auditing of travel expenses to assure the proper use of County and escrow funds. 8. Coordinates and participates in the identification, analysis, evaluation, recommendation, and application for various grant-funded programs, as well as assures timely and accurate evaluation and reporting of actual performance to grant requirements. 9. Performs other duties as assigned.

Job DescriptionDescription: 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

VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us. About this role: This position in our financial reporting valuation practice conducts valuation assignments for such purposes as purchase price allocations (ASC 805), impairment testing (ASC 350 / 360), and stock compensation (ASC 718 / 409A). This position will also have exposure to valuations for international tax restructuring purposes. What you will do: Build, modify, and utilize financial models for business enterprise (DCF, market multiples), securities (option-pricing methods), and intangible asset valuation (excess earnings method, relief-from-royalty method, etc.) Conduct research on clients, competitors, industries, and capital markets, including market multiples, financial ratios, and discount rates Manage basic projects from start to finish, resulting in articulate, client-ready deliverables Direct analyst-level staff in data gathering and analysis, and review analyst work Be actively involved in training new analysts in basic models and procedures Build ongoing relationships with clients as part of the engagement process What you will need: 4 to 6 years' work experience at a valuation firm or valuation practice of a public accounting firm Bachelor's or Master's degree in Finance, Accounting or Economics. Any coursework in valuation, financial statement analysis or securities analysis is a plus CFA, ASA or ABV designation is a plus (or progress toward such designations) Extensive knowledge of Microsoft Office products, especially Excel Effective communication skills, strong attention to detail, and analytical capabilities Ability to work on multiple assignments, prioritize tasks, and handle dynamic, time-sensitive engagements in a small team setting Strong work ethic and ability to work flexible hours around critical due dates Current authorization to work in the United States without the need for visa sponsorship now or in the future What we offer you: Competitive bonus program Medical/Dental/Vision, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options Generous time off/flexible work arrangements Reimbursement for admission fees and study material for professional designations Growth - VRC is growing, and so can your career For more information on our various benefit offerings visit our Careers page Our Commitment to Diversity & Inclusion: VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************.

Change the world. Love your job. At Texas Instruments (TI), we create world-changing technologies that make the world smarter, greener, healthier, safer, and more fun. If you're pursuing a degree in finance, accounting, or economics and looking for an exciting and meaningful internship, TI has a dynamic summer program designed to give you real-world experience. As a TI Finance Intern, you'll go right to work-you'll be a contributor, not just a trainee-as you gain hands-on exposure to our financial systems and methods of operations. Our most successful finance interns demonstrate strengths in: Business acumen Advanced data analytics Process optimization Compliance Partnership & influence Strategic thinking Project management As a TI Finance Intern, you'll apply the skills you've gained in school while developing valuable professional and technical expertise. Your internship projects may include work in areas such as: Financial Planning, Treasury Examples of projects include: Developing projections for profit and loss (P&L) and balance sheet items Supporting managers with proactive reviews of actual and projected spending Building analytical tools and reports to support financial decision-making Diving into financial statement projections and connecting results to operational performance Supporting ad hoc modeling and visualizations for inventory management, pricing strategies, cost optimization, and capital investments Collaborating with business leaders to influence strategic decisions During your internship, you'll learn from experienced finance professionals, gain exposure to multiple aspects of corporate finance, and see firsthand how financial insights guide decision-making at a global semiconductor company. You'll also build lasting connections with peers and mentors who will support your career growth. Texas Instruments will not sponsor job applicants for visas or work authorization for this position. Minimum requirements: Currently pursuing a Bachelors or Masters degree in Finance, Data Analytics, Business Administration or related business field Cumulative 3.0/4.0 GPA or higher Preferred qualifications: Ability to establish strong relationships with key stakeholders critical to success, both internally and externally Strong verbal and written communication skills Ability to quickly ramp on new systems and processes Demonstrated strong interpersonal, analytical and problem-solving skills Ability to work in teams and collaborate effectively with people in different functions Ability to take the initiative and drive for results Strong time management skills that enable on-time project delivery

Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. Maintain and update historical financial reporting data within centralized Excel workbooks. Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. Ability to follow, understand, and recreate Excel formulas using prior support documentation. Strong attention to detail with a high level of accuracy. Ability to manage deadlines while maintaining strong organizational skills. Effective time management skills with the ability to multitask and prioritize work. Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

Description Are you looking for a forward focus environment where you are continually challenged, and the atmosphere is affirming? Do you want to be a part of a team where you are often out of your comfort zone, but you wake up excited to go to work each day? How about a place where people are growing because they desire change and growth is modeled and expected? WHO WE ARE: Premier Trailer Leasing is a 'USA Today Top Workplace' and one of the largest trailer leasing and rental companies in the nation, specializing in long-term leasing and short-term rental services for over-the-road vans, flatbeds, refrigerated equipment and chassis with an inventory of 65,000+ trailers and a growing network of locations across the United States. At Premier you will find an environment where you are seen, heard, and valued. Join us and experience what it means to live a culture of C.A.R.E! JOB SCOPE: Our 8-week, paid Summer Internship Program offers college students the opportunity to fully immerse in the day-today operations of a leading national trailer leasing and rental company. Students participating in the program will build upon their current skillset and work in a collaborative environment. You will serve as a champion of the finance department working closely with our Controller and each of the finance pillars. This is a full-time, on-site Intern role (8AM - 5PM, Monday through Friday) at our Corporate office in Plano, TX. TASKS AND RESPONSIBILITIES: Learn basic knowledge of business in a real-world setting Assist in the preparation and payment sales and use tax returns for all applicable states Process customers lockbox, wire, ACH, and credit card payments Learn what it takes to become a Premier customer Process vendor invoices and payments Assist billing in processing a billing cycle Prepare JE's & schedules for month-end close Assist FP&A on customer review and branch fleet analysis Assist Corporate teams with various projects PROJECT: Customer review for National Accounts MINIMUM REQUIREMENTS: Current enrollment in a four-year degree or graduate program (Business/Finance majors preferred) Successful completion of college junior study semesters GPA of 3.0 or greater Strong written and verbal communication skills Effective time management and ability to work as part of a team are essential Be able to work up to 40 hours per week throughout the summer internship with minimum absences TECHNOLOGY SKILLS: Intermediate Microsoft Excel Skills - Including Pivot Tables

Job DescriptionDescription: Intern - Summer 2026 (On-Site, 32 hrs/week) Program Dates: May 27 - July 30, 2026 Schedule: Monday-Thursday, on-site Eligibility: Local candidates; rising juniors or seniors *This is a paid internship About Us FiberLight is a leading regional provider of innovative networking solutions. We are committed to delivering high-performance, reliable, diverse, and scalable network infrastructure to our clients. Overview: We are seeking a Finance Intern to participate in a rotational internship program spanning Accounting, FP&A, and Data Analysis. This role provides hands-on exposure to core finance functions, financial systems, reporting processes, and real-world business decision-making. What You'll Do: Accounting Prepare journal entries and assist with the monthly close process Generate reports in NetSuite and Salesforce Conduct technical accounting research as assigned Test NetSuite improvements in the sandbox environment FP&A (Financial Planning & Analysis) Gather and analyze data for monthly and quarterly reporting Support budget-to-actual reviews and financial performance tracking Shadow reporting meetings with Senior Leadership Team (SLT) Assist in generating forecasts for specific departments or accounts Participate in financial projects and ad-hoc analysis Data Analysis Support documentation for non-revenue project cost recovery Work with internal and external teams to collect and validate data Help create interactive dashboards that highlight trends and insights What You'll Learn: How accounting, FP&A, and data analysis work together within a finance organization Key finance processes including month-end close, forecasting, reporting, and reconciliation How to use financial systems such as NetSuite, Salesforce, and dashboarding tools Practical experience presenting data, interpreting trends, and supporting business decisions Professional skills including communication, time management, and cross-functional collaboration Requirements: Rising junior or senior pursuing a degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field Strong analytical and problem-solving skills Attention to detail and comfort working with numbers and financial data Familiarity with Excel or other data tools preferred

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.

For over a decade, MPOWERHealth has supported the independent musculoskeletal physician with best-in-class clinical services, back-office solutions, and advanced technology. We pride ourselves on being a partner that offers foresight to customers. We simplify what's complex, and we help them find a better way. Our best-in-class analytics coupled with industry-leading expertise make MPOWERHealth the company our customers can rely on no matter what lies ahead. Benefits: Multiple medical plan options Health Savings Account with company contributions Dental & vision coverage for you and your dependents 401k with Company match Vacation, sick time & Company paid holidays Company wellbeing program with health insurance incentives We are looking for a passionate and hard-working Financial Analyst intern to support growth within the company's portfolio of clinical services. We are looking for someone who is self-motivated, thrives in a fast-paced environment, and is able to work on multiple projects simultaneously. This position is responsible for financial planning, reporting, and analysis across multiple business units, and working with business unit leaders to develop and analyze potential growth opportunities and drive efficiencies in the current business. Responsibilities Work with business unit leaders to develop budget and forecasts based on key operational and financial metrics. Ad hoc financial and operational analyses. Prepare and distribute financial reports and packages by gathering and analyzing information related to current performance. Assist with monthly financial review and creation of monthly financial package. Work with business unit leaders to create new courses of action to improve net profitability and develop roadmaps for sustained profitability. Qualifications KNOWLEDGE, SKILLS, and ABILITIES: Excel (SQL and TM1 Experience a plus). Strong analytical and problem-solving skills. Ability to manage multiple projects simultaneously. Ability to work in a fast-paced environment. Excellent interpersonal and communication skills, with ability to interact at all levels of the organization. EDUCATION/EXPERIENCE: 0-2 years of experience in financial planning and analysis Bachelor's degree in Accounting, Finance, or another similar field.

Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company: Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times. Job Responsibilities: Lead and execute complex restructuring transactions across various industries. Provide strategic financial analysis and advisory services to clients facing distressed situations. Collaborate with internal teams and external advisors to devise and implement effective restructuring plans. Conduct thorough financial assessments and modeling to support client objectives and negotiations. Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders. Negotiate terms and conditions with various parties involved in restructuring processes. Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance. Mentor and train junior staff to enhance team capabilities and service delivery. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Admission to the bar in the applicable jurisdiction. A strong understanding of finance and restructuring principles. Exceptional analytical and problem-solving skills. Excellent written and verbal communication abilities. Desired Experience: Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields. Demonstrated experience in advising on complex transactions and distressed companies. Experience working in a law firm or professional services firm preferred. Proven track record of managing client relationships and delivering high-quality legal services. Strong organizational skills and ability to manage multiple priorities in a fast-paced environment. Salary & Benefits: The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities. Application Process: Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.

Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Retail Business Banker SUMMARY Responsible for all customer service duties, sales, and relationship management while consistently exceeding established goals. Master the First United Bank small business delivery process and product knowledge to develop customer relationships by performing the following essential duties. MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS) * Master and perform the primary purpose and essential duties of the Tellers, Relationship Banker I and Relationship Banker II positions. * Maintain expert level knowledge of all First United Bank products, services, procedures, policies, and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction, and loan accounts. * Consult small business customers on business life and cash flow cycle. * Serve as subject matter expert for business organizational structure, business documentation, and the business relationship onboarding process. * Assess and review the risk tolerance (i.e. CDD, EDD, BSA, AML) for small business customers and collaborate with BSA as needed. * Serve as a trainer, mentor, and coach for the small business delivery process. * Serve as customers' single point of contact on all First United Bank products and services. * Uphold service level agreements as the liaison between Retail teammates, small business customers, and partners (i.e. TM, merchant services, BEO, Loan Officers, etc.). * Identify and match customer product needs with First United Bank products and services by interviewing customers and discussing their financial needs including making referrals to other staff members and departments to ensure customer needs are met. * Follow proper procedures accurately and efficiently for all customer-servicing activities performed. * Consistently exceed performance goals and actively participate in all sales campaigns. * Coordinate team meetings and huddles related to small business strategy and execution. * Deepen and enhance existing customers relationships and develop new customer relationships. * Participate in outbound calling efforts to increase bank relationships and business opportunities. * Complete small business reviews and networking commitments as assigned. * Leads by example and serves as a role model for Tellers, Relationship Banker I and II * positions. ADDITIONAL DUTIES AND RESONSIBILITIES * Completes all required compliance exams on a yearly basis. * Adherence to all First United Policies and Procedures. * Dresses professionally. * Other duties as assigned by manager. EMPLOYEE SPECIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and Work Experience * High School Diploma is required. Some college is strongly preferred. * Required 3 years of banking experience or relatable business acumen. * Cash handling experience is required. Technical/Functional Competencies * Superior customer service skills required. * Basic mathematics to solve problems. * Requires being exact or highly accurate with daily work. * Ability to effectively read, write, and verbally communicate with customers and co-workers. * Ability to manage time effectively and work independently, without close supervisor. * Ability to use good judgment and exercise decision-making skills. * Critical Thinking - requires logic and reasoning to identify solutions, conclusions, or approaches to problems. * Ability to multi-task. * Maintain a professional attitude and appearance. * Behave ethically while at work or outside your work environment. * Active Listening - Actively looking for ways to assist customers. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization All Locations: Dallas-Preston Center If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at ********************** for assistance. First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

Job Description The position of Financial Service Representative (FSR) is responsible for providing exemplary customer service to all bank customers. The FSR is responsible for answering questions and providing information upon request from bank customers and assisting them in understanding and utilizing the bank's products and services. Opening and servicing new and existing bank customer's accounts. The FSR will assist and support the Branch Manager in leading other employees to meet and exceed excellent customer experience. Maintain and operate a teller cash drawer in order to process customer transaction requests. Establish and maintain customer records in order to adhere to all banking regulations. The Financial Service Representative must help assure compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Functions: New Accounts Interview consumer(s) desiring to establish a banking relationship with Third Coast Bank. Responsible for maintaining current knowledge of bank products and services offered. Open new accounts and service existing accounts for personal and commercial customers. Obtain consumer identification information as required per CIP and the USA Patriot Act. (Information must be obtained prior to opening an account.) Obtain all required identification information and commercial documentation for business customers as required per CIP. (Prior to opening a business account.) Update customer files, signature cards, resolutions, etc. for bank records. Screen personal account holders via ChexSystems. Screen commercial accounts via FIS eAccess/ChexSystems online Process ATM/Debit Card and check order requests. Establish and reset online banking access through NetTeller. Cross-sell bank products and services to new and existing bank customers. Open, close and service certificate of deposits for personal and commercial customers Process Individual Retirement Accounts (IRA) opening, closing, and transfer request. Establish and update new account files. Maintain daily rate sheet. Serve as a Notary for bank customers as well as bank personnel* (if approved by bank Cashier). Teller Line Maintain and operate a teller cash drawer. Assist bank customers with account deposits, check cashing, and savings and checking withdrawals. Process loan payments. Issue Cashier's checks and money orders. Keep records of money and negotiable instruments as required per banking regulations. Adhere to BSA regulations for reporting CTR, MIL, and SAR documentation. Answer general account questions for bank customers. Cross-sell bank products and services. Scan all proof work through Branch Capture and confirm all work has been balanced at the close of the business day with FIS. Balance cash drawer at the close of the business day. File all proof work at the close of the business day. Safe Deposit Box: (if applicable at your assigned branch location) Open and close safe deposit boxes via FIS. Establish and update safe deposit box account files. Prepare new and updated safe deposit box contracts. Allow access to Safe Deposit Box Vault to customers. Complete entry tickets for customers accessing box and enter the data into FIS. Maintain current job knowledge and adhere to all bank policies and procedures Maintain current job knowledge of bank products and services. Practice quality teamwork to ensure the success of the bank as a whole as well as your assigned banking center. Answer telephones, answer questions and direct callers to proper Bank personnel. Assume responsibility for various department functions in the absence of staff members or in overwhelming situations. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED) required, Bachelor's degree preferred; minimum of one (1) year teller experience, two (2) years of new accounts experience of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution cash handling and customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Bilingual in Spanish is preferred. Intermediate experience, knowledge and training in branch operation activities, terminology and products and services. Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and account opening software programs.

Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: * Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. * Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. * Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. * Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. * Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. * Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. * Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. * Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. * Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. * Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. * Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: * Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. * MBA or equivalent advanced degree is strongly preferred. Experience: * 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. * Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. * Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: * Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. * Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). * Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. * Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. * High attention to detail, accuracy, and organization when managing data sets and analyses. * Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. * Collaborative mindset with the ability to work effectively across functional teams and organizational levels. * Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. * High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors * Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. * Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. * Motion: Frequent use of hands and fingers for typing and handling office equipment. * Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. * Environment: Primarily indoor, climate-controlled office environment. * Travel Requirements: Minimal travel required. * Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice. If you have a question, or need an accommodation as part of the employment process, please contact Human Resources at ************************ Landmark is an Equal Opportunity Employer View Company Information To see other positions, click here.