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  • Finance Manager

    The Bolton Group 4.7company rating

    Finance associate job in San Antonio, TX

    The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location. The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement. Experience from a large public accounting firm or home building industry is required. The schedule is full time onsite with flexibility. Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered Qualifications: Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required Minimum 2 years public accounting or homebuilding accounting/finance Strong ability to Ability to create reports & dashboards to analyze trends and information. Proficiency in Power BI Strong data analysis skills and experience If you are interested, please reach out to Thun Lennert at ************************
    $100k-130k yearly 4d ago
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  • Corporate Finance, FP&A

    Culbertson Resources Inc.

    Finance associate job in The Woodlands, TX

    Senior FP&A Analyst We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization. Key Responsibilities: Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives. Collaborate cross-functionally with business units to align financial strategy with operational goals. Monitor performance metrics, key drivers, and trends to guide strategic decision-making. Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units. Analyze project-level profitability, backlog, utilization, and working capital trends. Drive variance analysis and performance management across revenue, margins, overhead, and cash flow. Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures. Support multiple capital raise initiatives, including debt, equity, and hybrid instruments. Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities. Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors. Qualifications: 3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, 3-statement modeling, and analytical skills. Proven solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.
    $54k-82k yearly est. 1d ago
  • Finance Manager (CIMSA AMERICAS)

    ÇImsa

    Finance associate job in Houston, TX

    We are looking for a Finance Manager to join our Çimsa Americas Team! is located in Houston, Texas, As Finance Manager at Çimsa Americas you will be responsible for: Organize the company's financial planning and operational processes (current year and long-range planning) across the Americas and all business units through cross-functional coordination, key driver analysis, KPI management, and collaborative support Lead and optimize the finance function and all operational teams Develop and manage strong relationships with internal teams, customers, tax authorities, banks, and vendors Establish and maintain a documented system of accounting policies and procedures Create an orderly chart of accounts and a robust system of controls over accounting transactions Manage the annual audit process to ensure accurate and comprehensive results, meeting all deadlines and requirements of lenders, owners, and other stakeholders, while maintaining positive working relationships Develop and oversee the treasury strategy Manage cash flow effectively Ensure timely, accurate, and complete financial reporting for senior management and shareholders; lead month-end and year-end closing processes and coordinate consolidation Ensure compliance with all reporting requirements and tax filings for local, state, and central public institutions and banks Prepare the 1-year budget, 3-year budget, and expected financial forecasts Ensure the finance area is managed in a safe, organized manner in alignment with budgetary guidelines Proactively assign tasks and teams for additional responsibilities and projects Monitor and manage credit risk Tracking Related Party transactions and Transfer Pricing Reports Digitalization Projects and SAP implementation This is the opportunity for you if you have these skills and requirements: University degree in related fields, (Faculty of Economics or similar) preferably a master's degree 7-10 years' experience in accounting/finance department, preferably in an international group of companies Advanced knowledge of English and Turkish Advanced use of MS Office programs Ability to use Microsoft Office and SAP programs effectively Having good judgment, analytical thinking, responsible Team management skills Big 4 experience is plus ÇİMSA considers equality, diversity and inclusiveness in business life as a part of the culture of doing business, and implements the policies it publishes and practices related to this. To contribute to creating a more socially inclusive world by providing fairer and equal working environments for all; It aims to develop creativity by providing different perspectives by employees using all their talents and differences that make them special, at work, to attract people from all segments of the society who do their jobs in the best way and to retain existing talents. ÇİMSA observes the principle of "Equality at Work" in all its processes. In this context, it aims to provide gender equality by providing equal opportunities to its female and male employees, to fight against stereotypes and prejudices of sexism, and to prevent all kinds of discrimination.
    $69k-101k yearly est. 2d ago
  • Finance Manager

    G.A. Rogers & Associates 3.8company rating

    Finance associate job in Farmers Branch, TX

    G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.
    $78k-103k yearly est. 3d ago
  • Private Banker, MD - Wealth Strategy & Growth

    Jpmorgan Chase & Co 4.8company rating

    Finance associate job in Dallas, TX

    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
    $58k-118k yearly est. 1d ago
  • Finance Clerk

    Alonso and Alonso Attorneys at Law PLLC

    Finance associate job in San Antonio, TX

    About the job Finance Clerk Reports to: Finance Manager Employment Type: Full-Time Job About Us At Alonso & Alonso, we provide personalized attention and services that are tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough assessment of each case, and customized legal strategies based on each client's circumstances. Job Summary The Finance Clerk provides essential administrative and clerical support to the Finance Department. This role assists with daily financial operations such as organizing check runs, verifying payment documentation, preparing deposits, and managing departmental mail. The ideal candidate is detail-oriented, dependable, and eager to learn. While this role begins with routine administrative and transactional tasks, it offers the opportunity to grow within the Finance Department as the firm continues to expand. This is a full-time, on-site position based at our San Antonio office. Essential Responsibilities and Duties Prepare and organize check runs for review and signature. Verify payment details and documentation to ensure accuracy before processing. Assist with administrative aspects of Accounts Payable (AP), such as scanning invoices or gathering approvals. Prepare and make physical bank deposits; purchase and record money orders as needed. Maintain accurate deposit and payment tracking logs. Manage incoming and outgoing Finance Department mail and deliver it to the appropriate parties daily. Maintain organized digital and physical financial records and filing systems. Monitor office and check-printing supplies, submitting restock requests when necessary. Assist with general administrative tasks and provide team support as needed. Perform additional clerical duties or special projects as assigned by the Finance Manager. Required Qualifications 1-2 years of experience in an administrative, clerical, or office support role. Strong attention to detail and ability to follow structured procedures. Basic understanding of office or financial workflows (payments, deposits, documentation). Proficiency in Microsoft Office 365 (Word, Excel, Outlook). Reliable, organized, and able to manage multiple priorities in a fast-paced environment. This position requires the employee to travel to local banks and offices frequently; reliable transportation is required. Preferred Qualifications Experience in a law firm, finance office, or professional services environment. Familiarity with accounting or recordkeeping software (QuickBooks, Excel tracking sheets, etc.). Bilingual English/Spanish fluency. Interest in growing into finance or accounting support roles. Key Performance Indicators| Accuracy and completeness of payment documentation and deposit logs. Timeliness of check runs, deposits, and mail distribution. Compliance with departmental procedures and internal documentation standards. Reliability and responsiveness in supporting the Finance Manager and team. Work Environment Full-time, on-site role based in San Antonio, TX. Collaborative, supportive team environment. Fast-paced and mission-driven culture with opportunities for professional growth. Salary and Benefits Salary: $18.00 - $22.00 per hour (DOE) Benefits: 401(k) Dental insurance Health insurance Vision insurance Paid time off Mental health support Continuing education allowance Home office allowance Application Process You may apply to our career page: ********************************************************* Physical Demands The employee is regularly required to stand, walk, and use their hands to perform tasks. Some lifting of files (up to 10 pounds) may be necessary. Equal Opportunity Employment Statement Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.
    $18-22 hourly 3d ago
  • Finance Intern

    AEG 4.6company rating

    Finance associate job in Houston, TX

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. Legends Global, the leader in privately managed public assembly facilities, has excellent and immediate opportunities for a Finance Intern at NRG Park in Houston, Texas. NRG Park is in the fast lane for opportunity and excitement. We are a one-of-a-kind premier facility with four major venues within one giant park. NRG Center (one million+ sq. ft. Convention Center), NRG Stadium (home of the Houston Texans and the Houston Livestock Show & Rodeo), NRG Astrodome ("The" Astrodome), and NRG Arena. We are seeking a unique Part-Time Finance Intern to work closely with our Finance team, learning fundamentals of finance & accounting! Interns are expected to work a minimum of twenty (20) to twenty-five (25) hours per week with up to a 1-year commitment and must be currently enrolled in at minimum of a 2-to-4-year program. Essential Duties and Responsibilities Include the following: • Exposure to financial analytics, project management, reporting and tracking, and basic accounting processes as listed below: • Assist with daily entries related to cash, ticketing, parking and other revenue streams. • Assist with event settlements. • Assist with financial analysis and ad hoc projects as needed. • Assist with other routine responsibilities within the Finance Department. • May perform other duties as assigned. Supervisory Responsibilities • Not applicable. Qualifications 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. • Demonstrate knowledge of industry terminology, facility capabilities, operational procedures, event coordination, and event-related services. • Handle conflict, make common sense decisions, and exercise proper action during high-tension and stressful situations. • Possess knowledge of the principles of facility management, building operations, and safety requirements. • Maintain an effective working relationship with clients, employees, exhibitors, patrons, and others encountered in the course of employment. • Define problems, collect data, establish facts, and draw valid conclusions. • Organize and prioritize work to meet deadlines. • Follow oral and written instructions and communicate effectively with others in both oral and written form. • Pleasant and helpful telephone demeanor when assisting guests, exhibitors, clients, and staff. • Work extended and/or irregular hours including nights, weekends, and holidays, as needed. Education and/or Experience • Actively enrolled and currently pursuing a four-year program at an accredited college or university with a focus in Finance, Accounting and/or Sports Management, or a related field of study. Skills and Abilities • Excellent communication skills, both written and verbal. • Detail-oriented and can efficiently multitask. • Ability to work independently and as part of a team. • Ability to adapt and learn quickly. • Time management skills and ability to meet deadlines in a fast-paced environment. Computer Skills • Experience in Microsoft Word, Excel, and PowerPoint. Physical Demands The physical demands 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 the essential functions. Specific vision abilities required by this job include close vision for review of statistical and other financial records and information. While performing the duties of this job, the employee is regularly required to move around the facility; to stand for long hours during events; talk and hear. This position may require work inside or outside of the building, as needed by events. Note The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position. To Apply Please include a recent copy of your resume with a cover letter and salary requirements as part of your application. How To Apply **************************************************************************************** Only the first 150 resumes received will be considered. Applicants that need reasonable accommodation to complete the application process may contact the Human Resources Department at **************. Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply. VEVRAA Federal Contractor
    $42k-55k yearly est. 6d ago
  • Relationship Banker - Houston Southeast area

    Bank of America Corporation 4.7company rating

    Finance associate job in Friendswood, TX

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $29k-35k yearly est. 4d ago
  • Complex Finance Manager

    Wayne Farms 4.4company rating

    Finance associate job in Tyler, TX

    The Complex Finance Manager II is responsible for overseeing financial operations, strategic planning, and financial reporting for multiple business units or a complex organizational structure. This role provides critical financial insights, supports business decision-making, and ensures compliance with corporate policies and regulatory requirements. The Complex Finance Manager II will lead financial analysis, budgeting, forecasting, and performance management, working closely with cross-functional teams to drive business growth and operational efficiency. Job Responsibilities Financial Planning & Analysis (FP&A): Lead the development of annual budgets, long-term financial forecasts, and periodic re-forecasts for complex business operations. Provide detailed variance analysis, identifying trends, risks, and opportunities to support strategic business decisions. Analyze financial data to evaluate business performance, profitability, and cost structures. Strategic Business Partnering: Serve as a key financial advisor to business leaders, providing insights and recommendations to drive operational and financial performance. Collaborate with cross-functional teams, including Operations, Sales, Supply Chain, and Corporate Finance, to align financial strategies with business goals. Financial Reporting & Compliance: Ensure accurate and timely preparation of financial reports in accordance with GAAP, IFRS, or other relevant accounting standards. Oversee month-end and year-end closing processes, including reconciliations, journal entries, and financial consolidations. Ensure compliance with internal controls, corporate policies, and regulatory requirements. Cost Management & Profitability Analysis: Develop and maintain cost accounting models to analyze product and operational costs. Support pricing strategies, margin analysis, and cost-saving initiatives to improve profitability. Team Leadership & Development: Lead, mentor, and develop a team of finance professionals, fostering a culture of accountability, continuous improvement, and professional growth. Provide coaching and support to enhance technical competencies and leadership skills within the finance team. Risk Management & Internal Controls: Identify financial risks and implement effective controls to mitigate exposure. Participate in internal and external audits, ensuring adherence to compliance and governance requirements. Process Improvement & Systems Management: Drive continuous improvement initiatives to enhance financial processes, reporting capabilities, and operational efficiency. Leverage financial systems (e.g., ERP, BI tools) to improve data accuracy, streamline workflows, and support data-driven decision-making. Knowledge, Skills and Abilities Minimum of 8-10 years of progressive experience in finance, accounting, or financial planning and analysis roles. At least 3-5 years of experience in a managerial or leadership capacity within a complex, multi-entity business environment. Strong background in financial modeling, budgeting, forecasting, and strategic analysis. Education Bachelor's degree in Finance, Accounting, Economics, or a related field (required). Master's degree in Business Administration (MBA), Finance, or Accounting (preferred). Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or related certification (preferred). WORK ENVIRONMENT While performing the duties of this job, the employee is exposed to typical risks of injury in an office environment. Must adhere to the company's Code of Conduct and all other policies. Safety Requirements: Follows all departmental and company safety policies and programs. Physical Requirements: Ability to lift and carry packages weighing up to 50 pounds. Stand, walk, and perform repetitive tasks for extended periods. EQUAL OPPORTUNITY EMPLOYER As an Equal Opportunity Employer, Wayne-Sanderson does not discriminate on the basis of race, creed, color, religion, gender (sex), sexual orientation, gender identity, marital status, national origin, ancestry, age, disability, citizenship status, a person's veteran status or any other characteristic protected by law or executive order. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $78k-103k yearly est. Auto-Apply 54d ago
  • Community Banker II

    Simmonsbank 4.5company rating

    Finance associate job in Tyler, TX

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Community Banker II is focused on acquiring, growing, and retaining commercial, 1 to 4 family residential and some consumer loans along with cross selling the bank's other business lines in community markets through a relational business development plan. Key measurements of success are net new loan and deposit growth, fee income, referrals to other lines of business and portfolio management including asset quality. Officers in this position are expected to manage a portfolio of at least $20M with large number of loans. This position typically resides in markets of MSA's under 500,000. Essential Duties and Responsibilities Sell prospects and customers through relational selling in a trusted advisor role to assist them in recognizing opportunities and risks while helping them accomplish their goals through their use of Bank's products and services. Establishes and negotiates the terms under which commercial credit will be extended including cost, risk, and profitability determining the method, schedule and collateral requirements. Reviews and analyzes financial information to determine a customer's creditworthiness. May present recommendations to loan committee and exhibits a deep understanding of credits presented. Responsible for the profitability of all commercial relationships within portfolio. Monitor loan repayment activities, the collection of past due accounts, and credit and collateral deficiencies. Adheres to loan policies and procedures with complete documented files to ensure satisfactory reviews from internal and external audits. Communicates and negotiates with each applicant the terms under which consumer credit underwriting has determined that credit will be extended, including costs, repayment method and schedule and collateral requirements. Become active in the community through membership in business organizations, community events and/or non-profit organizations where one can be in a position to advance the reputation of the Bank. Ability to meet individual goals and contribute in a team oriented environment to ensure departmental and Bank wide goals are met. Sets and achieves challenging goals without direct supervision and contributes to a positive team spirit. Ensures all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Performs other duties and responsibilities as assigned. Qualifications 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. Skills Well-developed interpersonal and negotiating skills are required. Excellent written and verbal communication skills. Basic accounting, credit, and sales skills. Detail oriented and proven ability to multi-task. Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations Ability to read, analyze and interpret financial report and/or legal documents. Ability to write routine reports and business correspondence Ability to effectively present information in one-on-one and small group situations, to customers, clients and other employees in the organization Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public and/or boards of directors Education and/or Experience A Bachelor's degree in business, finance, related field, or relevant job experience is preferred. Two to four years lending experience with developed sales skills are preferred. Experience in the local market required for better understanding of the lending environment and potential customer base. Computer Skills MS Office programs Proficiency in lending computer software Certificates, Licenses, Registrations NMLS required. Other Qualifications (including physical requirements) Analytical - ability to collect data and use experience and skill set to make credit decisions Oral - Possesses the ability to speak clearly and persuasively in all situations. Responds clearly to questions and demonstrates presentations skills. Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.
    $39k-48k yearly est. Auto-Apply 19d ago
  • Financial Services & Insurance Representative

    State Farm Agency 4.4company rating

    Finance associate job in Grand Saline, TX

    Job DescriptionSalary: $18 - $35 / hour (includes base plus commissions) Engage with existing customers in our office, virtually, and on the phone with empathy to understand their needs and provide tailored solutions that protect their assets, achieve their financial goals, and realize their dreams. Your ability to educate confidently will be key as you build lasting relationships, and drive needs-based sales success. Will provide the best of customer care processing transactions and recognizing customer's needs. Manages multiple priorities along with existing written processes and procedures. You'll need: Strong communication skills, persuasive, confident, an active listener High energy, competitive, motivated by results Coachable, voluntarily accountable Basic computer proficiency Ability to think critically, analyze risk, and problem-solve Detail oriented, and professional with a passion for helping others Team player who can excel individually Prior experience in sales, or related field Determination to achieve KPIs set by management A hunger to win, empathy to connect, work ethic to grow. Benefits include: Opportunities for development and growth A supportive team culture that values collaboration Competitive base pay plus commissions BCBS Medical/Dental/Vision 401K with Company Match 10 Paid Holidays 10 Days of Paid Time Off Family Life Insurance, Short Term Disability Benefits Business Casual Dress Code
    $18-35 hourly 3d ago
  • Private Client Banker - Lindale - Lindale, TX - New Build

    JPMC

    Finance associate job in Lindale, TX

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $37k-73k yearly est. Auto-Apply 60d+ ago
  • Commercial Relationship Banker II

    Origin Bancorp 4.0company rating

    Finance associate job in Longview, TX

    Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Word Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Duties and Responsibilities include the following. Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace. Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects. Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products. Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk. Monitors loan repayment activities and takes necessary action to collect from past due accounts. Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives. Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts. Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace. Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity. Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation. Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Supervisory Responsibilities May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions. Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information. Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Business Acumen - Demonstrates knowledge of market and competition. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities. Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas. Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals. Qualifications 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/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines. Other Skills Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $105,566.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word 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
    $30k-37k yearly est. Auto-Apply 14d ago
  • Patient Financial Specialist - Patient Financial Services

    Christus Health 4.6company rating

    Finance associate job in Longview, TX

    The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of these positions is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers. The associate carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's Mission, Philosophy, and core values of Dignity, Integrity, Compassion, Excellence and Stewardship. Responsibilities: * Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. * Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics. * Ensures PFS departmental quality and productivity standards are met. * Collects and provides patient and payor information to facilitate account resolution. * Maintains an active working knowledge of all Government Mandated Regulations as it pertains to claims submission. Responsible to perform the necessary research in order to determine proper governmental requirements prior to claims submission. * Responds to all types of account inquires through written, verbal, or electronic correspondence. * Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers. Maintains working knowledge of all functions within the Revenue Cycle. * Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution. * Meets or exceeds customer expectations and requirements, and gains customer trust and respect. * Compliant with all CHRISTUS Health, payer, and government regulations. * Exhibits a strong working knowledge of CPT, HCPCS, and ICD-10 coding regulations and guidelines. * Appropriately documents patient accounting host system or other systems utilized by PFS in accordance with policy and procedures. * Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. * Professional and effective written and verbal communication required. * Billing * Review and work on claim edits. * Works payor rejected claims for resubmission. * Works reports and billing requests. * Demonstrates strong knowledge of standard bill forms and filing requirements. * Exhibits and understanding of electronic claims editing and submission capabilities. * Correct claims in RTP status in the designated claim system per Medicare guidelines. * Maintains an active knowledge of all governmental agency requirements and updates. * Collections * Collect balances due from payors ensuring proper reimbursement for all services. * Identifies and forwards proper account denial information to the designated departmental liaison. Dedicated efforts to ensure a proper denial resolution and timely turnaround. * Maintain an active knowledge of all governmental agency requirements and updates. * Works collector queue daily utilizing appropriate collection system and reports. * Demonstrates knowledge of standard bill forms and filing requirements. * Identify and resolve underpayments with the appropriate follow-up activities within payor timely guidelines. * Identify and resolve credit balances with the appropriate follow-up activities within payor timely guidelines. * Identify and communicate trends impacting account resolution. * Corrects claims in RTP status in the designated claim system per Medicare guidelines. * Initiates Medicare Redetermination, Reopening and/or Reconsideration as needed. * Working knowledge of the CMS 838 credit balance report. * Vendor Coordinator * Acts as liaison between external vendors and Revenue Cycle departments to monitor external vendor activities and ensures accounts placed for collection are received timely and acknowledged as received by the vendor. * Manages account transfers between CHRISTUS Health and the various contracted vendors. * Coordinates with Revenue Cycle Managers (Collections, Billing, Cash Applications, etc.) to review of selected accounts prior to transfer and placement with an external third party. * Ensures accounts deemed as closed or uncollectible by the vendors are properly reflected in applicable AR systems. * Maintains department reports measuring agency performance, which includes account placements, collections, returns, and performance metrics. * Advises vendors of CHRISTUS Health billing and collection procedures and ensures accounts identified with third-party coverage are properly billed by the entities as requested by the vendor. * Audits all vendor remittances and ensures all fees billed to CHRISTUS Health are in accordance with the contract and include supporting documentation of payments posted to the account on the patient accounting systems. * Recalls accounts incorrectly placed and/or as requested by Revenue Cycle Managers with the external vendor and returns accounts to open receivables as appropriate. * Creates tools, reports, or documentation that enables Revenue Cycle Leadership to understand, manage, and measure their vendor's performance and to prioritize important relationships. * Performs account reconciliation between CHRISTUS Health system and vendor system. Job Requirements: Education/Skills * HS Diploma or equivalent years of experience required. * Post HS education preferred. Experience * 1-3 years of experience preferred. * Experience working within a multi-facility hospital business office environment preferred. * College education, previous Insurance Company claims experience, and/or health care billing trade school education may be considered in lieu of formal hospital experience. * Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred. * Experience with Medicare & Medicaid billing processes and regulations preferred. * Understanding of Medicare language. * Knowledge in locating and referencing CMS and/or Medicare Regulations preferred. Licenses, Registrations, or Certifications * None required. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
    $31k-39k yearly est. 49d ago
  • Financial Services Representative State Farm Agent Team Member

    Toni Threadgill-State Farm Agent

    Finance associate job in Emory, TX

    Job DescriptionBenefits: 401(k) matching Dental insurance Health insurance Opportunity for advancement Paid time off Training & development Vision insurance ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Toni Threadgill - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits 401(k) matching Growth potential/Opportunity for advancement within my office
    $30k-43k yearly est. 17d ago
  • Plant Financial Analyst

    AAON 4.2company rating

    Finance associate job in Longview, TX

    The Finance Analyst supports plant operations and corporate financial planning by providing accurate forecasts, budgets, and performance analysis. This position plays a critical role in translating operational metrics into financial insights, identifying opportunities for margin improvement, and ensuring alignment between plant-level activities and organizational objectives. The role also contributes to process improvements, reporting enhancements, and system transitions to strengthen financial accuracy and decision-making. Primary Duties Primary duties may include, but are not limited to: • Develop and maintain plant-level financial forecasts and budgets in collaboration with operations and finance leadership. • Analyze operational and financial data to identify trends, risks, and opportunities for improvement. • Build and maintain financial models to support production costing, margin analysis, and scenario planning. • Provide timely variance analysis and explanations during monthly close processes. • Partner with operations to translate performance metrics into actionable financial insights. • Support annual budgeting processes and contribute to improved reporting tools and rhythms. • Assist with system transition activities by validating data and adapting financial models. • Share best practices and collaborate with peers to ensure consistency across plants. • Performs other duties as assigned. Job Requirements Requires a Bachelor's degree in Finance, Accounting, Economics, or a related discipline; 7+ years of finance or related experience, including ~4+ years of directly applicable experience in financial planning & analysis and/or manufacturing industry or any combination of education and experience, which would provide an equivalent background. Professional certifications such as CPA or CFA preferred. Experience with ERP systems and financial modeling strongly desired. Knowledge, Skills, and Abilities • Strong financial modeling and analytical skills. • Advanced proficiency in spreadsheet tools and ability to manage large data sets. • Knowledge of manufacturing costing and inventory accounting principles. • Ability to communicate complex financial concepts clearly to non-financial stakeholders. • Strong problem-solving skills and ability to work independently in fast-paced environments. • Collaborative mindset with experience working across multiple teams. Essential Mental and Physical Functions: • Frequent use of computer systems for data analysis and reporting. • Ability to work under pressure and meet deadlines. • Occasional travel to plant locations and headquarters as required. Work Environment: • Perform most tasks in an office setting with occasional visits to manufacturing facilities. • Exposure to factory conditions including noise, dust, and temperature variations during plant visits. • Compliance with all applicable safety policies when on-site. • Use of personal protective equipment (PPE) as required in plant environments. Disclaimer: Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship
    $54k-67k yearly est. Auto-Apply 8d ago
  • Finance Clerk

    Alonso and Alonso Attorneys at Law

    Finance associate job in San Antonio, TX

    Reports to: Finance Manager Employment Type: Full-Time Job About Us At Alonso & Alonso, we provide personalized attention and services that are tailored to meet the specific needs of each of our clients. We achieve this through client education, consistent updates, thorough assessment of each case, and customized legal strategies based on each client's circumstances. Job Summary The Finance Clerk provides essential administrative and clerical support to the Finance Department. This role assists with daily financial operations such as organizing check runs, verifying payment documentation, preparing deposits, and managing departmental mail. The ideal candidate is detail-oriented, dependable, and eager to learn. While this role begins with routine administrative and transactional tasks, it offers the opportunity to grow within the Finance Department as the firm continues to expand. This is a full-time, on-site position based at our San Antonio office. Essential Responsibilities and Duties Prepare and organize check runs for review and signature. Verify payment details and documentation to ensure accuracy before processing. Assist with administrative aspects of Accounts Payable (AP), such as scanning invoices or gathering approvals. Prepare and make physical bank deposits; purchase and record money orders as needed. Maintain accurate deposit and payment tracking logs. Manage incoming and outgoing Finance Department mail and deliver it to the appropriate parties daily. Maintain organized digital and physical financial records and filing systems. Monitor office and check-printing supplies, submitting restock requests when necessary. Assist with general administrative tasks and provide team support as needed. Perform additional clerical duties or special projects as assigned by the Finance Manager. Required Qualifications 1-2 years of experience in an administrative, clerical, or office support role. Strong attention to detail and ability to follow structured procedures. Basic understanding of office or financial workflows (payments, deposits, documentation). Proficiency in Microsoft Office 365 (Word, Excel, Outlook). Reliable, organized, and able to manage multiple priorities in a fast-paced environment. This position requires the employee to travel to local banks and offices frequently; reliable transportation is required. Preferred Qualifications Experience in a law firm, finance office, or professional services environment. Familiarity with accounting or recordkeeping software (QuickBooks, Excel tracking sheets, etc.). Bilingual English/Spanish fluency. Interest in growing into finance or accounting support roles. Key Performance Indicators Accuracy and completeness of payment documentation and deposit logs. Timeliness of check runs, deposits, and mail distribution. Compliance with departmental procedures and internal documentation standards. Reliability and responsiveness in supporting the Finance Manager and team. Work Environment Full-time, on-site role based in San Antonio, TX. Collaborative, supportive team environment. Fast-paced and mission-driven culture with opportunities for professional growth. Salary and Benefits Salary: $18.00 - $22.00 per hour (DOE) Benefits: 401(k) Dental insurance Health insurance Vision insurance Paid time off Mental health support Continuing education allowance Home office allowance Application Process You may apply to our career page: ******************************************** Physical Demands The employee is regularly required to stand, walk, and use their hands to perform tasks. Some lifting of files (up to 10 pounds) may be necessary. Equal Opportunity Employment Statement Alonso & Alonso attorneys at law is an equal opportunity employer and is committed to building a diverse and inclusive organization. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, age, or any other protected characteristic.
    $18-22 hourly 6d ago
  • Relationship Banker - Austin South area

    Bank of America 4.7company rating

    Finance associate job in Austin, TX

    Lakeway, Texas;Bee Cave, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! ****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**** **Job Description:** This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities** : - Executes the bank's risk culture and strives for operational excellence - Builds relationships with clients to meet financial needs - Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations - Grows business knowledge and network by partnering with experts in small business, lending, and investments - Manages financial center traffic, appointments, and outbound calls effectively - Drives the client experience - Manages cash responsibilities **Required Qualifications:** - Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. - Collaborates effectively to get things done, building and nurturing strong relationships. - Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. - Is confident in identifying solutions for new and existing clients based on their needs. - Communicates effectively and confidently, and is comfortable engaging all clients. - Has the ability to learn and adapt to new information and technology platforms. - Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). - Applies strong critical thinking and problem-solving skills to meet clients' needs. - Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. - Efficiently manages time and capacity. - Focuses on results, while acting in the best interest of the client. - Can be flexible to work weekends and/or extended hours as needed. **Desired Qualifications:** **BILINGUAL - Spanish HIGHLY DESIRED** - Experience in financial services and knowledge of financial services industry, products and solutions. - One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. - Six months of cash handling experience. - Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. **Skills** : - Adaptability - Business Acumen - Customer and Client Focus - Oral Communications - Problem Solving - Account Management - Client Experience Branding - Client Management - Client Solutions Advisory - Relationship Building - Business Development - Pipeline Management - Prospecting - Referral Identification - Referral Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $29k-35k yearly est. 2d ago
  • Complex Finance Manager

    Wayne Farms, Inc. 4.4company rating

    Finance associate job in Tyler, TX

    The Complex Finance Manager II is responsible for overseeing financial operations, strategic planning, and financial reporting for multiple business units or a complex organizational structure. This role provides critical financial insights, supports business decision-making, and ensures compliance with corporate policies and regulatory requirements. The Complex Finance Manager II will lead financial analysis, budgeting, forecasting, and performance management, working closely with cross-functional teams to drive business growth and operational efficiency. Job Responsibilities * Financial Planning & Analysis (FP&A): * Lead the development of annual budgets, long-term financial forecasts, and periodic re-forecasts for complex business operations. * Provide detailed variance analysis, identifying trends, risks, and opportunities to support strategic business decisions. * Analyze financial data to evaluate business performance, profitability, and cost structures. * Strategic Business Partnering: * Serve as a key financial advisor to business leaders, providing insights and recommendations to drive operational and financial performance. * Collaborate with cross-functional teams, including Operations, Sales, Supply Chain, and Corporate Finance, to align financial strategies with business goals. * Financial Reporting & Compliance: * Ensure accurate and timely preparation of financial reports in accordance with GAAP, IFRS, or other relevant accounting standards. * Oversee month-end and year-end closing processes, including reconciliations, journal entries, and financial consolidations. * Ensure compliance with internal controls, corporate policies, and regulatory requirements. * Cost Management & Profitability Analysis: * Develop and maintain cost accounting models to analyze product and operational costs. * Support pricing strategies, margin analysis, and cost-saving initiatives to improve profitability. * Team Leadership & Development: * Lead, mentor, and develop a team of finance professionals, fostering a culture of accountability, continuous improvement, and professional growth. * Provide coaching and support to enhance technical competencies and leadership skills within the finance team. * Risk Management & Internal Controls: * Identify financial risks and implement effective controls to mitigate exposure. * Participate in internal and external audits, ensuring adherence to compliance and governance requirements. * Process Improvement & Systems Management: * Drive continuous improvement initiatives to enhance financial processes, reporting capabilities, and operational efficiency. * Leverage financial systems (e.g., ERP, BI tools) to improve data accuracy, streamline workflows, and support data-driven decision-making. Knowledge, Skills and Abilities * Minimum of 8-10 years of progressive experience in finance, accounting, or financial planning and analysis roles. * At least 3-5 years of experience in a managerial or leadership capacity within a complex, multi-entity business environment. * Strong background in financial modeling, budgeting, forecasting, and strategic analysis. Education * Bachelor's degree in Finance, Accounting, Economics, or a related field (required). * Master's degree in Business Administration (MBA), Finance, or Accounting (preferred). * Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or related certification (preferred). WORK ENVIRONMENT * While performing the duties of this job, the employee is exposed to typical risks of injury in an office environment. * Must adhere to the company's Code of Conduct and all other policies. Safety Requirements: * Follows all departmental and company safety policies and programs. Physical Requirements: * Ability to lift and carry packages weighing up to 50 pounds. * Stand, walk, and perform repetitive tasks for extended periods. EQUAL OPPORTUNITY EMPLOYER As an Equal Opportunity Employer, Wayne-Sanderson does not discriminate on the basis of race, creed, color, religion, gender (sex), sexual orientation, gender identity, marital status, national origin, ancestry, age, disability, citizenship status, a person's veteran status or any other characteristic protected by law or executive order. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
    $78k-103k yearly est. Auto-Apply 40d ago
  • Retail Relationship Banker

    Origin Bancorp 4.0company rating

    Finance associate job in Hawkins, TX

    Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values by performing the following duties. Word Duties and Responsibilities include the following. Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice. Is proficient with all required computer systems. Efficiently opens all retail products and services for customers. Ensures accuracy for new accounts and makes corrections as necessary Suggests the correct products and services in accordance with the customer's needs and desired outcomes. Ensures customers are informed and comfortable using our products and engaging with our technologies. Follows through on all referrals and refers business to our commercial, insurance and investments partners. Seeks opportunities to develop new banking relationships from his or her own network and from the community. Follows all policies and procedures. Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes. Conducts transactions on behalf of customers. Works with assigned teams to complete bank projects. Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications 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/or Experience High school diploma or general education degree (GED), college degree preferred; minimum one year banking platform experience preferred. Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $35,265.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word 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
    $35.3k yearly Auto-Apply 13d ago

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How much does a finance associate earn in Tyler, TX?

The average finance associate in Tyler, TX earns between $31,000 and $96,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.

Average finance associate salary in Tyler, TX

$54,000
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