Financial Representative Trainee (Sales) - Austin, TX
Finance associate job in Austin, TX
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Senior Minerals Trader - Physical
Finance associate job in Houston, TX
Redstone Commodity Search focus on offering 360° search solutions to the global commodities markets. With a competitive coverage of Trading Houses, Producers, Majors, Utilities, Merchants, Hedge Funds, Investment Banks and Brokerages; Redstone Commodity Search can confidently offer you an edge in today's volatile market.
Redstone Commodity Search are working with an international trading house looking to onboard a an experienced Senior Minerals Trader to join our client's Houston-based trading team. This role will focus exclusively on North American trade flows, managing a portfolio of minerals, developing strategic supplier and customer relationships, and driving profitability across the region.
Responsibilities:
Lead trading activities for minerals across North America, including negotiation, execution, and optimisation of deals.
Develop and expand a strong network of regional suppliers, customers, and logistics partners.
Monitor market trends, pricing movements, and supply/demand dynamics in the North American market.
Identify and secure new commercial opportunities within the region.
Work closely with operations, logistics, and finance to ensure smooth deal execution and effective risk management.
Requirements:
Minimum 5-10 years' proven experience in physical minerals trading within the North American market.
Senior trader for Industrial Minerals including Bauxite, Calcined Bauxite, Brown Fused Alumina, Calcined Bauxite, Fluorspar, Fused Magnesite, Lithium Carbonate, Magnesium, Silicon Carbite, White Fused Alumina, Rare Earth Minerals etc.
Metallurgical Expertise is a plus.
Demonstrable track record of P&L growth and deal origination in the region.
Established network across suppliers, buyers, and service providers in North America.
Strong negotiation, commercial, and relationship-building skills.
Finance Associate - Acquisitions & Planning
Finance associate job in Houston, TX
The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources.
Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future.
Role Description
The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio.
Responsibilities
Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation
Monitor and analyze the financial performance of existing and newly acquired business units
Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking
Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance
Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives
Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights
Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects
Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses
Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations
Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs
Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio
Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed
Qualifications
Previous experience with investment bank, private equity, consulting or public accounting firm preferred
Must have intermediate to advanced proficiency in Microsoft Excel
Demonstrate excellent analytical, communication, research and writing skills
Demonstrate leadership skills to direct a project and/or team
Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes
4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
Consumer Finance Associate
Finance associate job in Houston, TX
Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit.
The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action.
Candidates should have an active Texas bar license.
Salary
190,000.00
-
250,000.00
(USD)
Package Details
We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
Financial Relationship Consultant
Finance associate job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Corporate Finance, FP&A
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 strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, 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.
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.
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.
Qualifications:
4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, and analytical skills.
Proven experience in M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
Sap Finance Control Consultant
Finance associate job in Austin, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Finance Manager
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 ************************
Financial Consultant Partner
Finance associate job in Roanoke, TX
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Finance Manager
Finance associate job in Lakeway, TX
The Organization
ARETÉ COLLECTIVE
Areté Collective is a Salt Lake City, Utah-based developer and operator of luxury lifestyle communities worldwide. With fully integrated capabilities ranging from land planning, architecture and design through sales and marketing, club operations and ongoing financial management, Areté creates breathtaking communities that become must-visit destinations. Areté Collective builds on the 27-year track record of award-winning Denton House Design Studio, along with seasoned executives from the development industry, land planners from globally distinguished firms and world-renowned architects and designers.
Together the Areté Collective team members have contributed to the successful development of some of the world's premier master-planned communities. The team has overseen a range of responsibilities from planning, design and architecture to sales, marketing and club and financial operations. For more information, please explore *************************
THOMAS RANCH
Thomas Ranch is 2,200-acre master-planned community near the shores of Lake Travis, just 30 minutes from downtown Austin. Nestled among the natural terraces, rolling valleys and rocky outcrops of the Texas Hill Country, Thomas Ranch features uniquely designed neighborhoods, including a walkable downtown core, nature-immersed residential and an ultra-luxe private community with an 18-hole David McLay Kidd golf course and a five-star boutique hotel.
This "back to the basics" community is built on a forward-thinking approach that honors the land, enhances the lives of community residents and creates value for our investors, trade partners and employees. With 2+ miles of river frontage, extensive networks of trails and green space, 4,000 residential units and 250k sq ft of downtown lifestyle amenity, Thomas Ranch serves the needs of one of the fastest-growing cities in the US and an increasingly sophisticated market within the path of high-net-worth growth in West Austin. For more information, please explore **********************
Position Overview
Together, We're More. At the core of our brand is the meaning behind our name; Areté - a call to live at one's highest potential. To strive for the best at every turn so that we shine powerfully in all we do. This is the central idea that drives us forward.
As a valued team member of Areté Collective, you are the most important asset in our commitment to reshaping people and places for the better. By joining Areté Collective's Thomas Ranch team, you'll not only be working with a mission-driven company but a local group of talented professionals, pioneering a new 2,200-acre development for a new way of life in the beautifully wild Hill Country of Central Texas.
As a true finance business partner advising the VP, Finance and TR Managing Director, and as part of the Thomas Ranch team, you will be working onsite and will have a critical role in shaping the success of the overall development.
The Finance Manager will serve an essential role as a finance team member for the Thomas Ranch project ("Project") and is responsible for supporting the VP, Finance in the financial oversight of the Project, executing Thomas Ranch's long-range financial direction and delivering short-term financial goals and objectives. This person will roll up their sleeves, solve problems and work with the VP of Finance & Centralized Services support to ensure timely closing and reporting of financial results and financial analysis to drive the development forward. This position will report to the Vice President, Finance of Thomas Ranch.
Responsibilities
Liaise and work closely with the Development and Operational teams to ensure proper accounting. Provide advice on decisions related to the company's finances and budgets.
Assist in creating strategic business plans and preparing financial packages.
Perform financial management duties, including generating financial data, compiling and submitting reports, analyzing industry trends and assessing the project's financial health.
Prepare and monitor the capital account reconciliations for each project, including forecasts, costs incurred, costs to complete, committed costs and all projected final costs.
Asist in preparing the timely submission of draw requests and enforce compliance with financial reporting standards.
Work closely with the sales team to monitor and forecast residential sales and ensure proper accounting when sales take place.
Analyze costs, pricing, variable contributions, sales results and the company's performance compared to the business plan, budget and forecast.
Oversee the balance sheet and ensure proper accounting and reconciliations are complete.
Partner and work closely with Areté Collective finance team on accounting, finance, reporting and cash management.
Key Characteristics
A Financial Business Partner. This individual displays a strong presence and confidently collaborates with various business departments, providing financial information, tools, analysis and insights to Department heads. They challenge existing thinking, support informed decision-making and drive business strategy.
Financially Focused. This person examines information with a discerning eye to ensure accuracy, using a data-driven approach to make decisions that positively impact financial outcomes. They find creative ways to drive results and remain focused on influencing the bottom line.
A Masterful Executor. Known for getting things done with precision and attention to detail, they meticulously plan to meet deadlines and achieve goals. Thriving in a fast-paced, entrepreneurial environment with many moving components, they ensure objectives are reached or surpassed, even as priorities shift. They are internally motivated and have a proven track record of delivering results.
Qualifications
3-5 years of relevant FP&A, investment banking, business administration or management consulting experience, preferably in real estate development
Bachelor's degree in Finance, Accounting or a related field
Strong Excel skills
Excellent problem-solving ability, solid analytical skills, understanding of the business process and systems optimization
Comfortable interacting with all levels of management in multiple areas
Strong knowledge of financial and cash flow reporting
Ability to review data and make relevant management recommendations
Experience building and improving accounting and operational finance processes, controls, and systems in accordance with accounting principles (US GAAP)
NetSuite and Hyperion experience a plus but not required
Competitive Compensation
Competitive salary with an annual performance bonus
Healthcare, Dental, Vision and Life insurance
401(k) participation and employer contributions
Paid time off and professional development opportunities
To be Considered
Professionals who meet or exceed the established criteria are encouraged to send a compelling cover letter outlining their qualifications, experience, interests, and why Thomas Ranch and Austin, TX will be beneficial for you, your family, and your career along with their resume to:
Tara Osborne
Principal
***************************
************
Finance Manager (CIMSA AMERICAS)
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.
Data & Financial Analyst USC and GC Only
Finance associate job in Richardson, TX
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Domain Experience: Telecom
Key Responsibilities
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Financial Analyst
Finance associate job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
Financial Analyst I - Ambulatory Administration
Finance associate job in Dallas, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
Personal Banker
Finance associate job in Pryor Creek, OK
Personal Banker
Compensation: $ 20/hr
Inceed has partnered with a great company to help find a skilled Personal Banker to join their team!
Join a dynamic team in a thriving banking environment where your communication skills and customer service expertise will shine. As a Personal Banker, you'll engage directly with customers, providing exceptional service and financial solutions. This is a fantastic opportunity to grow your career in the banking industry, working alongside a supportive team in a vibrant community.
Key Responsibilities & Duties:
Engage with customers to understand their financial needs
Provide tailored banking solutions and services
Manage customer accounts and transactions efficiently
Maintain accurate records and documentation
Promote bank products and services to customers
Ensure compliance with banking regulations and policies
Required Qualifications & Experience:
Experience in banking or related financial services
Strong communication and interpersonal skills
Ability to work in a fast-paced environment
Attention to detail and accuracy in transactions
Nice to Have Skills & Experience:
Previous experience as a teller or similar role
Knowledge of banking products and services
Proficiency in financial software and tools
Perks & Benefits:
This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process.
If you are interested in learning more about the Personal Banker opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time.
We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them.
Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
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Financial Analyst (Retail Experience Req'd)
Finance associate job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Personal Banker
Finance associate job in San Angelo, TX
Job Description* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
Financial Analyst
Finance associate job in Wichita Falls, TX
Req # : 134860 | Type: Full Time | Posted: 11/5/2014 | Edited: N/A | Fee: 20.00% Percentage Computed On Base Salary minimum: $63,000 Maximum: $80,000 target: $75,000 Bonus: NA Travel: none Sponsor/transfer H-13 and/or H-2B: No sponsor / transfer work permits: No
Paid relocation: Yes
industry: Aerospace
Honor Period: one year
Job Description
Pratt & Whitney
Accurately prepare, analyze, and report monthly financial statements and year-end financial, tax and audit reports in conformance with GAAP.
- Coordinate month-end general ledger closes
- Analysis and reconciliation of general ledger accounts for accuracy and completeness
- Responsible for fixed asset reporting
- Serve as back-up to both accounts payable and accounts receivable
- Responsible for general ledger maintenance
- Conduct internal audits and testing for compliance with policies and procedures and to ensure compliance with various regulatory agencies including Sarbanes Oxley
- Assist with periodic physical inventories
- Assist in preparation of annual budget
- Serve as back-up for payroll processing
Qualifications
MUST:
1. 1-3 years experience in manufacturing environment
2. Strong analytical skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Financial Services Representative (Temporary)
Finance associate job in Wichita Falls, TX
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
Temporary Position
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Service Representative
Finance associate job in Lawton, OK
Serves as a liaison between the member and the credit union. Responsible for providing account information and professionally handling members' daily credit union needs. Provides a variety of transaction services for members including deposits, withdrawals, cash advances, loan payments, redemption of US Saving Bonds, transfers and check cashing. Sells travel cards, money orders and official checks. Open and close accounts, provides member service duties including card services and account information updates.
Duties and Responsibilities:
1. Perform routine transactions, including processing deposits, withdrawals, loan payments, transfers, domestic wires, issuing and cashing checks, receiving credit card payments and processing cash advances.
2. Process mail payments and deposits. Process and log night drop transactions.
3. Receive payments for installment and share secured loans, ensuring that payments equal amount due and all late charges.
4. Perform Shared Branch transactions.
5. ATM, CDM and card balancing as needed.
6. Operate and balance the coin machine.
7. Balance to system generated proof to verify no cash on hand in drawer. Review, verify and consolidate checks within teller capture. Report any discrepancies to supervisor.
8. Sell travel cards, gift cards, and other “sale” items and maintain logs and inventories.
9. Answer telephone account inquiries from members and process their requests including; transfers between accounts, check reorders, order check copies, payroll allocations, stop payment orders, credit and debit card transactions and membership file updates.
10. Maintain a working knowledge of the many aspects of the credit union to better serve members including knowledge of all FSFCU products.
11. Proficient in check ordering, credit/debit card ordering, processing simple adjustments to members' accounts, researching member disputes and problem resolution.
12. Receive share drafts/checks and cash for deposit to accounts, verify amounts, examine checks for proper endorsement, negotiability and/or fraud, and enter deposits into computer records. Adhere to check hold policy. Process stop payments on checking accounts and on official checks.
13. Maintain equipment and files necessary to keep accurate records of member accounts, including membership forms and account change forms.
14. Respond promptly to members' requests and/or concerns. If necessary, direct member to proper person for information and assistance. Research and resolve member account problems.
15. Process IRA and CD account transfers, rollovers and withdrawals. Prepare and process direct deposit forms and payroll allocations.
16. Close accounts according to procedures.
17. Accurately open new member accounts in a timely manner while cross selling products and services.
18. New account duties include interviewing potential members to obtain information and explain available financial services. Verify potential members for field of membership qualifications, complete and obtain signature in workflow, prepare temporary checks, open accounts for members. Ability to accurately review credit report for OFAC/ID alerts when required and use AML.
19. Process requests for new membership accounts. Sending correspondence to obtain necessary documentation to open memberships/accounts.
20. Provide information on products, services or policies, including eligibility for membership, types of accounts, dividend and interest rates, office locations, hours, etc. Cross-sell credit union products, including ability to explain features and benefits of each. Answer basic loan questions including next due date, payment amount, frequency, payment method and final payment date.
21. May be required to open and/or close branch.
22. Maintain a working knowledge of procedures and may have the authority to provide overrides for other FSR's.
23. Ensure station is properly stocked with forms, supplies, etc.
24. Scan information into the computer system.
25. Basic understanding of back office procedures and daily routines.
26. Represent FSFCU in a courteous, efficient and professional manner at all times. Maintain positive attitude when dealing with members and co-workers. Work cooperatively in a team environment with other staff members.
27. Maintain professional appearance and good attendance.
28. Ensure highest level of accuracy and confidentiality in all credit union business.
29. Identify member needs through building rapport and asking open-ended questions and strive to meet those needs.
30. Present, promote, and recommend products and services to meet member needs and to contribute to overall branch performance goals.
31. Cross-sell CU products by answering inquires, informing members of new services and product promotions, determining member needs and recommending alternate channels when applicable
32. Perform outbound relationship calls according to guidelines set if applicable.
33. Acquire and retain member relationships through relationship building, financial goal planning and overcoming objections.
34. Educate members on how to use alternate channels/digital platforms to bank on the go.
35. Attend and participate in Morning Brews and complete action items as set.
36. Comply with BSA and Fair Lending regulations when performing all job requirements, and stay abreast of updates/requirements of BSA/OFAC/CIP through the completion of training courses assigned annually by trainer as well as meetings discussing BSA compliance activities. Complete all required training programs.
Qualifications
Skills:
This position requires the associate to work well with others and be extremely detail oriented. Basic math and money skills and the ability to apply common sense and to reason are expected. Good people skills as well as oral and written communication skills are essential. Ability to read, analyze, and interpret technical procedures and regulations are required. Excellent phone skills and manners are required. Typing and PC skills are required. 10 key by touch, Word and Excel experience preferred.
Education:
High school diploma, equivalent, or an equivalent combination of education and experience are required.
Physical Demands/Work Environment:
Duties of this job frequently require associate to talk, hear, stand, sit, write and type. Associate is occasionally required to walk or bend. Associate is frequently required to use hands and fingers, handle and feel objects, tools, or controls. Associate may be required to occasionally lift and/or move up to 50 pounds. Job requires close vision for computer work and ability to adjust focus from computer to member interface. The work environment is an office setting. Noise level is usually moderate. While safety precautions are in place, due to the nature of the industry, robbery is possible. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Remote Work:
Remote work is not available due to the nature of the job.
This job description is not a complete list of all the duties and responsibilities, nor does it constitute an employment contract. Duties and responsibilities may be added, deleted, or changed at any time at management's discretion.