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Financial Advisor
Edward Jones 4.5
Finance consultant job in Carrollton, TX
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago

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Financial Advisor
Edward Jones 4.5
Finance consultant job in North Richland Hills, TX
This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 4d ago
Financial Relationship Consultant
The Intersect Group 4.2
Finance consultant job in Southlake, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Southlake 76092 (near S Carroll Avenue and E Southlake Blvd) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support
$75k-106k yearly est. 5d ago
Investment Associate
MHW Search 3.9
Finance consultant job in Dallas, TX
MHW Search has partnered with a Multifamily/Industrial Investment firm in Dallas that has over $1bn in AUM. We are seeking a highly motivated Investment Associate with 1-3 years of experience and a strong background in industrial acquisitions, underwriting, and financial modeling. This individual will play a key role within a lean, fast-moving investment team and will support the full investment life cycle - from sourcing support and underwriting through due diligence, execution, and asset-level analysis. The ideal candidate is detail-oriented, analytical, and comfortable balancing multiple workstreams while working closely with senior leadership across acquisitions, development, capital markets, and asset management. KEY RESPONSIBILITIES Acquisitions & Underwriting Underwrite industrial acquisition and development opportunities using Argus and Excel-based models. Conduct rent, sales, and market comps across targeted industrial submarkets. Run sensitivity analyses and prepare return metrics for investment scenarios. Support investment memos and underwriting packages for internal and investment committee review. Market Research & Strategy Track industrial market trends, supply/demand dynamics, tenant movement, and capital markets activity. Maintain pipelines, broker/owner databases, and market intelligence. Assist in identifying new industrial markets and investment strategies. Due Diligence & Transaction Execution Participate in due diligence processes for acquisitions and developments. Coordinate third-party reports (environmental, engineering, appraisal) and support legal documentation review. Assist in closing processes and cross-functional deal execution. Portfolio & Asset Support Support asset management initiatives, including model updates and business plan reviews. Analyze leasing economics, tenant credit, and operating performance. Assist in preparing reporting and asset summaries. QUALIFICATIONS 1-3 years of experience in real estate investments, acquisitions, asset management, or capital markets. Industrial experience strongly preferred. Argus proficiency required (Enterprise or DCF). Advanced Excel modeling and financial analysis skills. Experience supporting investment committee processes or preparing IC materials. Strong organizational skills and ability to manage multiple priorities in an entrepreneurial environment. Bachelor's degree in Finance, Real Estate, Economics, or related field.
$69k-122k yearly est. 4d ago
Senior Financial Analyst
Innovatix Technology Partners
Finance consultant job in Dallas, TX
Role: Financial Analyst - Senior Duration: 12 Months *** W2 - USC or GC only *** Required Skills: Experience in financial reporting & analysis. Expert Power Query, Excel, pivot tables, Power BI Data mining, database management, use of pivot tables, and disparate data cleanup to prepare for analysis Corporate marketing planning or management experience
$68k-90k yearly est. 2d ago
Senior Financial Analyst
Tarvos Talent
Finance consultant job in Dallas, TX
Tarvos Talent is partnering with a rapidly growing organization to identify a Senior FP&A Analyst for their expanding team in Dallas, TX. This newly created role was added due to company growth and offers the opportunity to work closely with leadership and investors while contributing directly to strategic initiatives that fuel the company's next stage of expansion. This role would ideally be in office 4-5 days a week but they are also open to a 3/2 hybrid schedule for the right person. Why Work Here: Join a highly visible position where your insights, models, and recommendations directly influence company-wide decisions and growth. Take on engaging, forward-focused work that shapes the overall business strategy. Work with leadership who cultivate professional development and a friendly and collaborative environment. Core Responsibilities: Build financial models and perform ad hoc analysis to support budgeting, forecasting, and strategic planning. Analyze P&L results, trends, and performance metrics to deliver clear insights to leadership. Create and maintain dashboards using BI tools such as Omni, Tableau, or Power BI. Partner with cross-functional teams to gather data, validate assumptions, and drive process and system improvements (including Planful). What You'll Bring: Bachelor's degree in Finance or a related field with relevant FP&A experience. 2+ years of analytical experience. Advanced Excel skills, including building models from scratch. Experience with BI tools; exposure to Planful is a plus. For immediate and confidential consideration, please apply online at ******************** or call ************ today. You may also e-mail your resume directly to ************************.
$68k-90k yearly est. 5d ago
Financial Analyst (Retail Experience Req'd)
Topshelf Talent Group
Finance consultant 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.
$47k-69k yearly est. 5d ago
Corporate Strategy Analyst
Landmark Structures
Finance consultant job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision. Challenging the norm and innovating better methods is core to our approach. The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification. Responsibilities and Duties Essential Functions: Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors. Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements. Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations. Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives. Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions. Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets. Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution. Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning. Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders. Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively. Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities. Qualifications and KSA Education: Bachelor's degree in business administration, engineering, finance, economics, or a related field is required. MBA or equivalent advanced degree is strongly preferred. Experience: 1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research. Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred. Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus. Knowledge, Skills, and Abilities: Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights. Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools). Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences. Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks. High attention to detail, accuracy, and organization when managing data sets and analyses. Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment. Collaborative mindset with the ability to work effectively across functional teams and organizational levels. Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions. High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance. Working Conditions - Mental Demands / Physical Demands / Environmental Factors Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices. Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain. Motion: Frequent use of hands and fingers for typing and handling office equipment. Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents. Environment: Primarily indoor, climate-controlled office environment. Travel Requirements: Minimal travel required. Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required. Equal Employment Opportunity (EEO) Statement Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities. Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 3d ago
Senior Finance Manager
G.A. Rogers & Associates 3.8
Finance consultant 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.
$96k-133k yearly est. 1d ago
Asset Management Analyst - Multifamily
Blayze Group
Finance consultant job in Dallas, TX
Asset Management Analyst - Multifamily (Confidential Search) Company: Confidential Real Estate Investment & Development Firm Experience: 1-3 Years | Full-Time A Dallas-based real estate investment and development firm is conducting a confidential search for an Asset Management Analyst to support a growing multifamily portfolio. This role is ideal for someone analytical, detail-oriented, and looking to take on greater responsibility within a high-performing team. What You Will Do Track financial performance, budgets, and loan compliance across multifamily assets Prepare monthly financial reports, reforecasts, distributions, and annual budgets Update and maintain financial models for existing assets and new developments Perform leasing, yield, and long-term forecasting analyses Conduct market research on local economic drivers and competitive positioning Assist with due diligence, loan packages, refinances, dispositions, and construction loans Collaborate with development, accounting, construction, and property management teams Manage lender reporting and compliance obligations Prepare underwriting and investment materials for executives, investors, and lenders Represent the company with professionalism and accuracy in all communications What We Are Looking For Bachelor's degree in Finance, Economics, Real Estate, Accounting, or a related field 1-3 years of experience in real estate asset management, consulting, finance, or public accounting Strong Excel skills and high attention to detail Familiarity with Yardi, RealPage, or comparable platforms is preferred Strong organizational and communication skills Ability to manage multiple projects under tight deadlines Proactive, career-focused professional with a strong interest in real estate
$55k-83k yearly est. 1d ago
Financial Analyst
Pridestaff Financial
Finance consultant job in Addison, TX
PrideStaff Financial has partnered with an Addison, Texas based client who is looking to add a Financial Analyst to their growing team. The FP&A Analyst plays a key role in maintaining the financial health and data integrity of an assigned portfolio of properties. This position is responsible for delivering accurate financial reporting, performing variance analysis, and partnering with operational teams to support data-driven decision-making. The role is ideal for a detail-oriented finance professional seeking to build a strong foundation in corporate finance while gaining hands-on exposure to a large-scale financial systems implementation. Key Responsibilities Financial Reporting & Analysis Month-End Close & Reporting: Prepare, analyze, and distribute monthly financial performance packages for Regional leadership. Review General Ledger activity and explain variances related to operating expenses, utilities, and repairs and maintenance. Trend & Seasonality Analysis: Track key operational metrics-including occupancy, labor hours, and utility recovery-to identify seasonal trends and performance anomalies across multiple geographic regions. Data Integrity & Controls: Perform regular audits of property-level financial data to ensure accurate revenue and expense coding. Partner with Accounting to process reclassifications and corrections as needed. Budgeting & Forecasting Support Annual Budgeting: Support the bottom-up annual budgeting process by consolidating inputs from field leadership and loading data into the planning system in alignment with corporate targets. Forecasting: Maintain and update monthly forecast models based on current performance, run rates, and input from Regional Managers. Master Data Management: Maintain accurate property hierarchies, mappings, and metadata to ensure consistency and a single source of truth across financial systems. Systems & Special Projects Systems Implementation: Participate in User Acceptance Testing (UAT) for the company's new EPM platform and assist in developing property-level dashboards and reporting tools. Ad Hoc Analysis: Support Senior Analysts with special projects such as vendor spend analysis, labor audits, and operational deep dives. Work Environment & Expectations Fast-Paced, High-Performance Culture: As a private equity-backed organization, the environment is results-driven and deadline-focused. Analysts are expected to be responsive, adaptable, and proactive. Operational Support: Availability during critical financial cycles-including month-end close, budgeting, and forecasting-is required. This may involve extended hours or occasional weekend work to meet deadlines. On-Site Role: This position is fully on-site at the company's Dallas-area headquarters in Addison, TX. Qualifications Education & Experience Bachelor's degree in Finance, Accounting, Economics, or a related field 1-3 years of experience in Finance, Accounting, FP&A, or a comparable analytical role Technical Skills Advanced Excel skills required (e.g., Pivot Tables, Index/Match or XLOOKUP, SUMIFS) Experience with financial planning systems, EPM tools, or BI platforms is a plus Professional Attributes Strong attention to detail with a high degree of accuracy Excellent organizational and time-management skills Ability to perform effectively under pressure and manage multiple deadlines
$47k-69k yearly est. 1d ago
Sr Investor Relations Analyst
Southwest Airlines 4.5
Finance consultant job in Dallas, TX
Department: Finance Our Company Promise We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer. : Job Summary The Senior Investor Relations Analyst plays a key role in shaping how Southwest tells its story to the investment community. You'll partner across Finance, Communications, Strategy, and other Teams to develop clear, consistent messaging that reflects the Company's performance and long‑term vision. This role blends analytical rigor with communication expertise, supporting major Investor events, preparing polished materials, and delivering insights that help strengthen transparency and trust with analysts and shareholders. Additional details: * The culture of Southwest Airlines means we value the camaraderie, collaboration, and innovation that occurs when we come together and interact face-to-face at our vibrant Corporate Campus. Due to the nature of this role, you would be required to work from our Dallas, TX headquarters facility during business hours. * U.S. citizenship or current authorization to work in the U.S. required and no current or future work authorization sponsorship available. We're committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristics. Responsibilities * Assist in implementing Investor Relations strategies and communications, as directed by IR Leadership. * Coordinate and support Investor meetings, earnings calls, conferences, and non-deal roadshows. * Prepare and update Investor Relations materials including press releases, quarterly reports, and presentations. * Monitor analyst research, industry news, and shareholder activity to provide insights to senior leadership. * Maintain and update the Investor Relations databases and dashboards including tracking investor engagement. * Partner cross-functionally with Finance, Legal, Executive Office, and other departments to support Investor priorities. * Respond to inquiries from the investment community and internal stakeholders. * Support sustainability-related Investor Relations efforts and ESG communications. * Assist in the development of external messaging by reviewing internal financial data and forecasts. * May perform other job duties as directed by Employee's Leaders. Knowledge, Skills, and Abilities * Knowledge of financial statements, accounting principles, and financial markets. * Knowledge of Investor Relations platforms (e.g., Nasdaq,IR Insight, S&P Capital IQ, FactSet, AlphaSense). * Skilled in written and verbal communication, including the ability to synthesize complex data. * Skilled in organizing and managing multiple priorities in a fast-paced environment. * Skilled in building relationships with Investors, analysts, and internal stakeholders. * Ability to develop key takeaways from financial and operational data. * Ability to represent the Company professionally in external communications. * Ability to support event planning and logistics for large-scale Investor events. Education * Required: High School Diploma or GED Experience * Advanced level experience, seasoned and specialized knowledge in: * Finance, Accounting, Investor Relations, Consulting or related fields * Preferred: Experience with financial modeling * Preferred: Experience presenting to various levels of Leadership Licensing/Certification * N/A Physical Abilities * Ability to perform work duties from limited space work station/desk/office area for extended periods of time * Ability to communicate and interact with others in the English language to meet the demands of the job * Ability to use a computer and other office productivity tools with sufficient speed and accuracy to meet the demands of the job Other Qualifications * Must be a U.S. citizen or have authorization to work in the United States as defined by the Immigration Reform Act of 1986 * Must be at least 18 years of age * Must maintain a well-groomed appearance per Company appearance standards as described in established guidelines * Must be able to comply with Company attendance standards as described in established guidelines * Must meet confidentiality expectations as to confidential, proprietary, and sensitive Company information * Ability to do some overnight travel and/or extended hours or weekends, including Company holidays Pay & Benefits: Competitive market salary from $103,750 per year to $115,300 per year* depending on qualifications and experience. For eligible Leadership and individual contributor roles, additional bonus opportunities are available and awarded at the discretion of the company. Benefits you'll love: * Fly for free, as a privilege, on any open seat on all Southwest flights (your eligible dependents too) * Southwest will help fund your Retirement Savings Plan with Company contributions up to 9.3% of your eligible earnings * Potential for annual ProfitSharing contribution in the Southwest Retirement Savings Plan- when Southwest profits, you profit* * Competitive health insurance for you and your eligible dependents (including pets) * Southwest offers health plan coverage options that start from the very first day of employment. You will have 30 days to select and enroll in your health plan with coverage retroactively available to your first day of employment. * Explore more Benefits you'll love: ***************************************** * Pay amount does not guarantee employment for any particular period of time. 401(k) match contributions are subject to Retirement Savings Plan vesting schedule and applicable IRS limits * ProfitSharing contributions are subject to Retirement Savings Plan vesting schedule and are made at the discretion of the Company. Southwest Airlines is an Equal Opportunity Employer. Please print/save this job description because it won't be available after you apply. Job Posting End Date 01/04/2026
$103.8k-115.3k yearly 12d ago
Investment Analyst/Associate
Linkedin 4.8
Finance consultant job in Dallas, TX
Lincoln Property Company (“Lincoln”) is seeking a highly motivated and entrepreneurial Analyst / Associate to join its Corporate Advisory & Solutions (CAS) group, supporting the firm's growing healthcare real estate investment platform in partnership with a large programmatic capital partner. The platform is focused on acquiring, operating, and developing medical office buildings and related outpatient healthcare assets across the U.S. This is a hands-on role with exposure across the full investment lifecycle, including acquisitions, asset management, financing, and development. The position offers an opportunity to join a rapidly scaling, institutional-quality platform with the resources of a national firm that's been in business for 65+ years. Primary Responsibilities Acquisitions & Investments Support the origination, underwriting, and execution of new investments, including acquisitions, developments, and recapitalizations. Conduct detailed financial analysis of potential investments, including building and maintaining Excel-based pro forma models, market research, comparable analyses, and investment committee memoranda. Perform due diligence on prospective acquisitions, including property-level financial review, tenant credit analysis, lease review, third-party report coordination, and risk assessment. Conduct macro and micro-level market research to support underwriting assumptions and investment theses. Assist in preparing investor and internal reporting materials, including quarterly updates and year-end strategy presentations. Populate, maintain, and enhance the acquisition pipeline and related tracking systems. Travel as needed for property and market tours, and industry conferences. Asset Management Assist in preparing quarterly and annual property and portfolio reports, business plans, reforecasts, and cash flow analyses; track actual performance versus budgets, underwriting, and investment theses. Maintain portfolio-level data systems including acquisition pipeline, stacking plans, leasing dashboards, capital expenditure tracking, and platform models. Support leasing and marketing activities by analyzing market comps, tenant credit, lease economics, and NER calculations; prepare and maintain lease abstracts and reporting tools (e.g., Prophia, VTS). Participate in regular property inspections, leasing and operations calls, and lender or JV reporting processes. Coordinate with property management, leasing, and accounting teams to ensure alignment between asset strategy, property operations, and financial reporting. Travel as needed for property tours, asset management meetings, and industry conferences. Preferred Qualifications 1-3 years of full-time experience in real estate, private equity, investments, acquisitions, or investment banking. Strong interest in healthcare real estate and institutional-level real estate investing. Prior healthcare real estate experience not required. Bachelor's degree in finance, Real Estate, Economics, Business, or a related field with strong academic credentials. Proficiency in Microsoft Excel and PowerPoint; experience with ARGUS Enterprise required. General understanding of real estate finance, valuation, and basic accounting concepts. Excellent organizational, analytical, verbal, and written communication skills, with strong research and presentation abilities. Diligent work ethic, high attention to detail, and ability to manage multiple projects in a fast-paced environment. Team-oriented and self-motivated, with a desire to contribute in an entrepreneurial, growth-stage platform. This position is 100% in-office. The role requires working in office during standard business hours. Remote work or telecommuting is not an option for this position. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
$77k-110k yearly est. Auto-Apply 9d ago
U.S. Private Bank - Investment Professional - Associate
JPMC
Finance consultant job in Dallas, TX
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates Create mandates for discretionary accounts Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team Work with Team Leader to monitor Client Advisor loadings. Submit and monitor fee schedules and billing Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Bachelor's Degree required One plus years of industry related experience Exceptional follow-up and follow-through skills PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software Experience and interest in financial markets and concepts Excellent interpersonal skills Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$80k-131k yearly est. Auto-Apply 60d+ ago
2027 Investment Banking Summer Financial Analyst (Class of 2028) - Dallas Consumer
HL Group 4.4
Finance consultant job in Dallas, TX
Business Unit: Corporate Finance Industry: Consumer Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Houlihan Lokey's Consumer Group is the No. 1 Consumer M&A team in the U.S. (according to data from LSEG, formerly Refinitiv), guiding companies on their M&A, restructuring, and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's global Consumer team completed 62 deals. The group has built a reputation as a trusted advisor to companies in the consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits 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, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
$110k yearly Auto-Apply 40d ago
Financial Advisor II
Frost Bank 4.9
Finance consultant job in Dallas, TX
It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals. What you'll do: Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice Actively develop new business while also managing and maintaining existing client relationships Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding Collaborate with attorneys and accountants regarding estate, gift, and income tax planning Market investment products and services to new and existing Frost Bank and Frost Brokerage clients What you'll need: Bachelor's degree in business, economics, or related discipline or 5+ years of related experience FINRA Series 7, 63, and 65 licenses or FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire Proficiency in Microsoft applications Excellent written and verbal communication skills Strong organizational and time-management skills and can adapt quickly to fast-paced environments Additional Preferred Skills: 5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor Master's degree in business, economics, or related discipline Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$50k-66k yearly est. Auto-Apply 60d+ ago
Sr Investor Relations Analyst
Southwest Care 3.7
Finance consultant job in Dallas, TX
Department: Finance Our Company Promise We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer. : Job Summary The Senior Investor Relations Analyst plays a key role in shaping how Southwest tells its story to the investment community. You'll partner across Finance, Communications, Strategy, and other Teams to develop clear, consistent messaging that reflects the Company's performance and long‑term vision. This role blends analytical rigor with communication expertise, supporting major Investor events, preparing polished materials, and delivering insights that help strengthen transparency and trust with analysts and shareholders. Additional details: The culture of Southwest Airlines means we value the camaraderie, collaboration, and innovation that occurs when we come together and interact face-to-face at our vibrant Corporate Campus. Due to the nature of this role, you would be required to work from our Dallas, TX headquarters facility during business hours. U.S. citizenship or current authorization to work in the U.S. required and no current or future work authorization sponsorship available. We're committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristics. Responsibilities Assist in implementing Investor Relations strategies and communications, as directed by IR Leadership. Coordinate and support Investor meetings, earnings calls, conferences, and non-deal roadshows. Prepare and update Investor Relations materials including press releases, quarterly reports, and presentations. Monitor analyst research, industry news, and shareholder activity to provide insights to senior leadership. Maintain and update the Investor Relations databases and dashboards including tracking investor engagement. Partner cross-functionally with Finance, Legal, Executive Office, and other departments to support Investor priorities. Respond to inquiries from the investment community and internal stakeholders. Support sustainability-related Investor Relations efforts and ESG communications. Assist in the development of external messaging by reviewing internal financial data and forecasts. May perform other job duties as directed by Employee's Leaders. Knowledge, Skills, and Abilities Knowledge of financial statements, accounting principles, and financial markets. Knowledge of Investor Relations platforms (e.g., Nasdaq,IR Insight, S&P Capital IQ, FactSet, AlphaSense). Skilled in written and verbal communication, including the ability to synthesize complex data. Skilled in organizing and managing multiple priorities in a fast-paced environment. Skilled in building relationships with Investors, analysts, and internal stakeholders. Ability to develop key takeaways from financial and operational data. Ability to represent the Company professionally in external communications. Ability to support event planning and logistics for large-scale Investor events. Education Required: High School Diploma or GED Experience Advanced level experience, seasoned and specialized knowledge in: Finance, Accounting, Investor Relations, Consulting or related fields Preferred: Experience with financial modeling Preferred: Experience presenting to various levels of Leadership Licensing/Certification N/A Physical Abilities Ability to perform work duties from limited space work station/desk/office area for extended periods of time Ability to communicate and interact with others in the English language to meet the demands of the job Ability to use a computer and other office productivity tools with sufficient speed and accuracy to meet the demands of the job Other Qualifications Must be a U.S. citizen or have authorization to work in the United States as defined by the Immigration Reform Act of 1986 Must be at least 18 years of age Must maintain a well-groomed appearance per Company appearance standards as described in established guidelines Must be able to comply with Company attendance standards as described in established guidelines Must meet confidentiality expectations as to confidential, proprietary, and sensitive Company information Ability to do some overnight travel and/or extended hours or weekends, including Company holidays Pay & Benefits: Competitive market salary from $103,750 per year to $115,300 per year* depending on qualifications and experience. For eligible Leadership and individual contributor roles, additional bonus opportunities are available and awarded at the discretion of the company. Benefits you'll love: Fly for free, as a privilege, on any open seat on all Southwest flights (your eligible dependents too) Southwest will help fund your Retirement Savings Plan with Company contributions up to 9.3% of your eligible earnings** Potential for annual ProfitSharing contribution in the Southwest Retirement Savings Plan- when Southwest profits, you profit*** Competitive health insurance for you and your eligible dependents (including pets) Southwest offers health plan coverage options that start from the very first day of employment. You will have 30 days to select and enroll in your health plan with coverage retroactively available to your first day of employment. Explore more Benefits you'll love: ***************************************** *Pay amount does not guarantee employment for any particular period of time. **401(k) match contributions are subject to Retirement Savings Plan vesting schedule and applicable IRS limits ***ProfitSharing contributions are subject to Retirement Savings Plan vesting schedule and are made at the discretion of the Company. Southwest Airlines is an Equal Opportunity Employer. Please print/save this job description because it won't be available after you apply.
$103.8k-115.3k yearly Auto-Apply 13d ago
U.S. Private Bank - Investment Professional - Associate
Jpmorgan Chase & Co 4.8
Finance consultant job in Dallas, TX
JobID: 210676499 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients. Job Responsibilities * Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates * Create mandates for discretionary accounts * Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team * Work with Team Leader to monitor Client Advisor loadings. * Submit and monitor fee schedules and billing * Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct Required Qualifications, Capabilities, and Skills * Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Bachelor's Degree required * One plus years of industry related experience * Exceptional follow-up and follow-through skills * PowerPoint and Excel expertise Preferred Qualifications, Capabilities, and Skills * Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software * Experience and interest in financial markets and concepts * Excellent interpersonal skills * Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$79k-117k yearly est. Auto-Apply 60d+ ago
Sr Investor Reporting Analyst (On-Site)
Newrez LLC
Finance consultant job in Coppell, TX
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Job Description Position Summary: We are building something amazing. If you are smart, analytical, detailed and ready to be a difference maker, we want you to come join us and build something great! With a focus on controls and accuracy, we will provide the ability to make an imprint on our automation, our strategy and direction. The individual selected for the Investor Reporting Analyst Senior job will be responsible for preparing monthly reports, reconciling, research and remittance activities related to Fannie Mae portfolios in accordance with FNMA guidelines. This individual will provide guidance and oversight to less senior team members and help create and build process documentation, automation and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Responsibilities: Under limited or minimal supervision, Prepare reports with strict adherence to reporting requirements and have the ability to partner with other Departments on joint initiatives. Prepare and submit for processing all monthly remittances on assigned portfolios within the applicable required remittance deadlines. Investigate, reconcile, and provide timely resolution to all investor issues and reporting exceptions. Research operational, reporting, or data issues and present solutions or process improvements to management. Provide a high level of customer service and ensure overall investor satisfaction as well as manage score card performance where applicable. Demonstrate flexibility to ever-changing business needs and requirements. Possesses an understanding of pooling and servicing agreements/ GSE Servicing Guides. Handle ad-hoc reporting or research as directed by management. Perform a quarterly review and update of department policies and procedures. Provide direction, leadership, training, motivation, coaching and assessment to ensure optimum performance in support of company and department goals as needed. Ability to present cohesively and confidently to Senior Management regarding project statuses, issues and concerns, recommendations, etc. Collaborate with upper management, internal departments and/or analysts to ensure overall company goals are consistently met Create summary or modified work-product that responds to Audit, Rating Agency or other inquiries and requests of management. Qualifications: High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. 3 - 5 years of Mortgage Servicing experience with 3 + years of Investor Reporting experience. Advanced MS Excel experience. Access, SQL, or other database reporting experience. Servicing Director knowledge is a plus Solid math aptitude, with the ability to recognize mathematical causal relationships, and apply an analytical approach to research. Strong communication skills in order to interact with Senior Management and other business units. Prior work experience performing business, data, and/or statistical analysis is a plus Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines. Results-oriented with a sense of urgency Fast learner - able to assimilate new ideas and thrive in a fast-paced environment. Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! Medical, dental, and vision insurance Health Savings Account with employer contribution 401(k) Retirement plan with employer match Paid Maternity Leave/Parental Bonding Leave Pet insurance Adoption Assistance Tuition reimbursement Employee Loan Program The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
$69k-123k yearly est. Auto-Apply 14d ago
Sr Investor Accounting Analyst (On-Site)
Newrez
Finance consultant job in Coppell, TX
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation. Primary Function The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty. The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners. Principal Duties * Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios. * Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II. * Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines. * Works with Investor Reporting team members to resolve items within the investors' accounts. * Maintains and follows procedures and controls within the monthly process. * Assists with internal and external audits. * Heavy use of Microsoft excel for data analysis and reporting. * Attention to detail and strong organization skills important. * Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions. * Research operational, reporting, or data issues and present solutions or process improvements to management. * Develops and enhances operational procedures. * Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides. * Handle ad-hoc reporting or research as directed by management. * Performs related duties as assigned by management. Education and Experience Requirements * High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred. * 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required. Knowledge, Skill, and Ability Requirements * Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance. * Advanced MS Excel experience required. * Proficient in MS Word and PowerPoint. * SQL or other database reporting experience preferred. * Servicing Director knowledge a plus * Strong problem solving and analytical skills. * Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically. * Strong communication skills to interact with Senior Management and other business units. * Working understanding of operational risks and related controls. * Strong organizational and time management skills necessary. * Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail. * Self-motivated with strong attention to detail and excellent organization skills Additional Information: While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement. Company Benefits: Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them! * Medical, dental, and vision insurance * Health Savings Account with employer contribution * 401(k) Retirement plan with employer match * Paid Maternity Leave/Parental Bonding Leave * Pet insurance * Adoption Assistance * Tuition reimbursement * Employee Loan Program * The Newrez Employee Emergency and Disaster Fund is a new program to support our team members Newrez NOW: * Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more * 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice * Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee * Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions Equal Employment Opportunity We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better. CA Privacy Policy CA Notice at Collection
$69k-123k yearly est. Auto-Apply 7d ago

Learn more about finance consultant jobs

How much does a finance consultant earn in Dallas, TX?

The average finance consultant in Dallas, TX earns between $50,000 and $121,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Dallas, TX

$78,000

$50,00010%

$78,000Median

$121,00090%

What are the biggest employers of Finance Consultants in Dallas, TX?

The biggest employers of Finance Consultants in Dallas, TX are:

Melius Consulting
Teachers Insurance & Annuity Association of America
MetLife
Texas Capital Bank
Resource Informatics Group, Inc
Dev
Vanguard Services

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Learn more about finance consultant jobs

How much does a finance consultant earn in Dallas, TX?

What are the biggest employers of Finance Consultants in Dallas, TX?