Finance consultant jobs in Lubbock, TX - 3,603 jobs

A leading food distribution company in Houston is seeking a strategic finance leader to oversee the financial functions across business units. This role requires expertise in budgeting, financial analysis, and leadership, and demands a Bachelor's degree in finance or accounting along with 5-10 years of relevant experience. The ideal candidate will drive collaboration and improve operational performance in a dynamic environment. #J-18808-Ljbffr

The Intersect Group is seeking a contract Senior Teller/Personal Banker to work for our direct client to help manage the day-to-day operations of their customer-centric bank branches in downtown Austin. Senior Financial Relationship Consultant Duration: 6-month contract to hire Interview Process: 2 rounds of virtual interviews Location: Austin 78701 (near W Cesar Chavez and Brazos Street) Qualifications 5+ years of Banking / Customer Service / Sales -oriented experience, with a minimum of 2 years banking center experience required, including bank teller, customer service, relationship management and cash handling Series 65 License or willingness to study / take exam once a full-time employee Knowledge of banking products and services including deposits, lending and other financial services Ability to multitask and solve problems 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 Proficient knowledge of Salesforce preferred Bilingual in Spanish is a plus 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 prospect customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects Handle all banking transaction, 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 company policies, procedures, and regulatory compliance guidelines

Chris Willhite, CPA with Robert Half has teamed up with a large investment firm to source an Investment Analyst. The role will handle all aspects of investment analysis including strategy, financial modeling, due diligence, and presentation. The ideal candidate either comes from investment banking or a large, national CPA firm. Please email your profile to Chris.Willhite@RobertHalf.com. Here is more on the opportunity: Conduct market analyses to evaluate market potential for development of proposed projects Evaluate financial feasibility of proposed projects Analyze investment opportunities to develop strategic business plans to facilitate restructuring of financially troubled operations Work with federal, state and local regulatory agencies to determine applicable statutes, licensing and registration requirements related to proposed developments Communicate with key decision-makers Present key findings of feasibility analyses to executive management Assist executive management with development of business and strategic plans, proposals and presentations Participate with project and task-oriented initiatives Handle other responsibilities as assigned Education and Experience Required Bachelor's Degree with a concentration in Accounting or Finance from a highly regarded university Master's degree preferred Minimum of two years' business experience including financial analysis, accounting and operations Client service experience is preferred Knowledge, Skills, and Abilities Required Proficient in Microsoft Excel, Word, PowerPoint and Outlook; overall strong computer literacy Analytical and problem-solving skills Basic financial modeling skills Interpersonal, oral and written communication skills Strong organization skills and ability to manage complex tasks and issues concurrently Demonstrate flexibility and positive client- service attitude Self-starter capable of working independently Please email your profile to Chris.Willhite@RobertHalf.com.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Analyst - Investment Management As an Analyst of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors. Key Responsibilities: Manage investor due diligence requests and information gathering processes for existing and prospective investors Develop and implement scalable systems for investment analysis and strategy communication Maintain and organize investment content and materials across a wide variety of investment vehicles Create investment-focused collateral to help our Capital Formation Team win Monitor macroeconomic trends and competitive landscape to inform investment positioning Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives Success as an Analyst in the Investment Management Team will be measured by your: Ability to synthesize and communicate complex investment concepts effectively Demonstrated understanding of investment due diligence processes Ability to quickly learn the CAZ investment process and philosophy Deliver high-quality work, on time, with exacting attention to detail Proficiency to work within and across Teams to bring success to all members of the Firm Strong organizational skills and drive toward process enhancements Requirements: Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred 2-4 years of investment industry experience is preferred Ability to work in a fast-paced environment under strict deadlines Demonstrates an entrepreneurial mindset and capacity to think outside the box Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds Experience with, or desire to develop, professional presentation skills Strong organizational and written communication skills with keen attention to detail Understanding of core financial concepts, including accounting and valuation Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred Highly proficient in Microsoft Excel and PowerPoint Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques Compensation and Benefits: Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio

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: 3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, 3-statement modeling, and analytical skills. Proven experience in M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

DescriptionThe position of Digital Banking Analyst will be responsible for the daily support of the digital banking suite of products. This individual will be asked to learn all aspects of the different technology solutions we offer including but not limited to debit cards, online & mobile banking, gift cards, bill pay, voice banking, ATMs, digital wallets, BNK N GO, and Docu-Sign. This individual must work well in a fast paced, team environment while maintaining a high regard for our internal and external customers staying consistent with the banks mission statement. This individual will have a passion for working in the fintech space and have a desire to continually be learning new things. Essential Duties Consistently demonstrates the City Bank Promises and complies with all policies and regulations Represent the bank to the customer (internal and external) in a courteous and professional manner while providing prompt, efficient, and accurate service Maintain a clean work area as well as a professional appearance Prepare tickets as assigned to adjust for product income and expense Respond to support emails, calls, and online messages received from internal and external customers Act quickly on time-sensitive requests Establish, prepare, and store customer information in a secure manner to comply with Information Security policy Familiarity and comfort using smartphone and tablets of any brand Participate in development opportunities as assigned by the manager Perform duties as assigned by manager Equal Opportunity Employer/Veterans/Disabled

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.

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning.

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank team in Dallas. The role involves advising clients on wealth management, investing strategies, and ensuring exceptional client relationships. Qualified candidates will have a Bachelor's degree, three years of experience in financial services, and proven sales success. This position requires Series 7, 66, and Insurance licenses. The firm values initiative and strong client focus within a collaborative environment. #J-18808-Ljbffr

Rapidly growing, private equity owned company is seeking a Senior Financial Analyst to join their dynamic team. The Senior Financial Analyst will conduct corporate financial planning & analysis, along with data analytics. Salary range is up to $110,000 plus bonus Duties Include: Budgeting preparation, forecasting, and variance analysis Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow Operations analysis, including cost and profitability analysis Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management Financial Modeling, building dashboards in Power BI Ad hoc projects and reports and requested Requirements BS or BA in Business, Finance or Accounting Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation Overall business acumen; understands the big picture Experience with Power BI, Tableau, or similar software Strong financial analytics Great communication skills - tactfully influential Very organized with attention to detail Advanced Excel spreadsheet and modeling skills Strong work ethic and results driven Ability to drive change

Senior Financial Analyst - FP&A Industry: Construction Type: Newly Created Role | Immediate Opportunity Our client, a rapidly growing construction company located in the Greenspoint area, is seeking a Senior Financial Analyst to join their team in a newly created position. This is a highly visible and impactful role within a dynamic, acquisition-driven organization known for its strong culture, excellent benefits, and commitment to promoting from within. This position will play a critical role in corporate financial planning and analysis, supporting strategic decision-making across the organization. The work is complex, robust, and offers significant exposure to senior leadership. Key Responsibilities Lead corporate FP&A activities, including the development of complex budgets, forecasts, and long-range financial models Partner closely with the M&A team to support acquisitions and assist with the financial onboarding of newly acquired locations Create, maintain, and enhance complex financial reports for both field locations and corporate offices Analyze financial performance, trends, and variances; provide actionable insights to leadership Support special projects and ad hoc reporting requests tied to growth initiatives Present financial results and analyses to senior leadership with clarity and confidence Continuously improve reporting processes, tools, and models to support a growing organization Qualifications 4+ years of experience in Financial Planning & Analysis (FP&A) Proven experience building and managing complex budgets and forecasts Exposure to an ERP system Advanced Excel skills required, including Macros, Pivot Tables, and VLOOKUPs Power BI experience strongly preferred Advanced degree (MBA, MS Finance, etc.) and/or professional certifications (CFA, CPA, FP&A-related) strongly preferred Exceptional communication and presentation skills with the ability to work cross-functionally Comfortable operating in a fast-paced, acquisition-heavy environment Why Join? Newly created role with strong visibility and growth potential Complex, meaningful work tied directly to company strategy Excellent benefits package Company culture that actively promotes from within Work Environment: This role is fully in-office at the Greenspoint location and does not offer hybrid or remote work options. This is an immediate opportunity. To be considered, please contact your Robert Half representative or reach out directly to: *******************************

Trident Consulting is seeking a "Financial Planning Analyst” for one of our clients. A global leader in business and technology services. Job Title - Financial Planning Analyst Contract w2 Pay rate - $23 - $$27/hr on w2 Shift & Schedule: Monday - Friday (8am to 5pm) 40 hours/week Job description Beginning position designed to build skills in financial analysis, reporting, and data visualization. The contractor will gain exposure to enterprise systems and processes, with the potential to transition into a permanent role as a future team replacement. Support FP&A in budgeting, forecasting, and performance tracking. Assist Supply Chain Finance with cost analysis and reporting. Develop reports in Excel and Power BI for financial analysis. Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin). Build readiness for a permanent role within the finance team. FP&A Support Assist in preparing budgets, forecasts, and variance reports. Support scenario modeling and performance tracking. Supply Chain Finance Support Help track supply chain costs (freight, inventory, procurement). Prepare reports to monitor supply chain KPIs. Financial Reporting & Analysis Contribute to monthly, quarterly, and annual reporting packages. Provide ad hoc analysis under guidance from senior team members. Excel & Power BI Development Use formulas, pivot tables, and charts to analyze large datasets. Build and maintain basic financial models. Develop Power BI dashboards with guidance, learning DAX and visualization best practices. 4. Deliverables Monthly FP&A and Supply Chain Finance support reports. Quarterly forecast updates and variance analysis. Excel-based models and reporting tools. Power BI dashboards for team use. Essential Requirements of the role Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI) Strong Excel skills (formulas, pivot tables, large dataset handling). Basic Power BI knowledge with willingness to learn advanced features. Strong analytical and problem-solving skills. Effective communication and teamwork abilities. 🔹 Nice-to-Have / Exposure Opportunities Familiarity with Anaplan for financial planning. Exposure to Oracle Financials for enterprise reporting. Awareness of Visual CFin for consolidation and financial close processes. Familiarity with Asteryx as a planning tool. About Trident Consulting: Trident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients across cloud, data, engineering, and enterprise technology. We've been in business since 2005 and focus on long-term, high-quality placements.

Role: Blue Yonder Transport Management System Duration: Long Term Roles & Responsibilities Minimum of 7 years of experience in designing and implementing JDA / BY TMS solutions in the Manufacturing industries. Minimum 4 years of hands on experience in JDA / BY/Blue Yonder TMS solution. Hands on functional experience with JDA / BY TMS suite of applications and Implementation experience of JDA / BY TMS, TM/TP (incl. TMOD) solution. Experienced in integrating JDA / BY TMS solution with other downstream execution/planning applications. Experience in driving a business team through designing and/or re-designing complex planning scenarios. Ability to prepare materials and drive/ conduct required design workshops with the client personnel to explain how JDA / BY TMS applications work and document the as-is to to-be process. Experienced in full development lifecycle in JDA / BY TMS - Business Process Design, Solution Blueprint, System Design, Build, Test, Deploy and Business Stabilization/ Hyper Care. Ensuring following best practices, developed or supported business team in overall business processes, and defined functional requirements that needed to be supported by JDA / BY TMS application Understand customer business requirements and configure the JDA / BY TMS product as per the requirements Participate in customer design workshop and provide design inputs. Document process flows and solution design. Unit test solution approaches in the JDA / BY TMS system. Configure the system and create templates for business data. Create process note and job aids for business end users. Come up with estimates for CRs and POCs. Create/update/maintain Jobs in the TSB. Should have strong analytical skills and problem-solving skills. Knowledge of any defect management tool will be an added advantage. Ensures quantity and quality content in the Knowledgebase. Should be able to drive a KT and Transition plan effectively.

ESSENTIAL DUTIES & RESPONSIBILITIES: Collaborate with the Service Team to ensure the following processes are completed Oversee and Manage the Process: Ensure you have a clear understanding of the new business and renewal accounts assigned to you. Keep track of all accounts and their respective timelines to ensure timely processing. Primary Contact with Service Team: Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination. Review Submissions to the Insurance Market: Thoroughly review submissions to ensure accuracy and completeness. Familiarize yourself with account details to negotiate effectively. Facilitate Insurance Placement Strategy Calls: Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account Submit submissions to market Prepare and submit all necessary documentation to the insurance market. Follow up with markets in a timely manner to ensure progress Negotiate Coverage, Terms, and Pricing: Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients. Explore creative solutions to meet client needs effectively Review Exposures, Forms, Terms, and Conditions: Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs. Provide Quote Comparisons and Proposals: Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making. Generate a professional final proposal with the best recommendation(s) for the client Create schematics for shared/layered programs Bind Orders: Finalize and complete bind orders once terms are agreed upon. Review binder and invoices for accuracy. Management Systems Understand Agency Management System and document the placement process Ongoing Communication: Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly. Teamwork Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to: Attend Insurance Placement Team meetings as appropriate Collaborate with producers/account managers and other placement colleagues on market strategy for accounts Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer Build and maintain strong working relationships within the insurance market Participate in carrier meetings to stay informed about current market conditions and appetites Treat clients, prospects, and company employees with courtesy and respect. Contribute to development and education of colleagues Support other offices/regions as needed Technical Expertise Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to: Analyze insurance quotes and recommend terms and conditions Communicate and negotiate with insurance markets through strategy Ability to pivot when faced with challenges Maintain and develop knowledge of policy forms and endorsements Design insurance program for client based on defined needs Identify and address any coverage gaps with account service teams and insurance markets Become a subject matter expert and resource in areas of interest or technical capability REQUIREMENTS: Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license Minimum of 4-6 years of experience in middle market Business Insurance Demonstrate ability to multi-task, prioritize work effectively with little to no direction. Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies. Demonstrate proactive work style Ability to learn, analyze and comprehend various lines of insurance and communications Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************

Title: SAMPro consultant Long term contract Qualifications Strong understanding of Software Asset Management (SAM) principles and processes. In-depth, hands-on experience with SAM Pro module in a large enterprise environment. Proven track record of successfully operating and managing SAM Pro at scale. Ability to translate business requirements into SAM Pro configurations and workflows. Excellent communication and stakeholder management skills. Experience in training and mentoring teams on SAM Pro functionalities.

Do you enjoy fostering lasting relationships with people? Do you thrive on helping others surmount barriers to help them achieve their goals/dreams to live their best life? Do you have experience representing a luxury brand? If so, this could be a perfect opportunity for you! We are seeking a highly successful sales professional with experience in the cosmetic dermatology, medspa, or plastic surgery industry. This position is perfect for a highly emotionally intelligent individual who truly enjoys building lasting relationships with people and educating/helping others to make their goals a reality. Join our growing team at our 10,000 sq ft waterfront aesthetics center in Towne Lake, Cypress and our second location in Post Oak/Galleria, Houston. You must have a proven track record of building client and patient relationships. Candidate must be mature, gregarious, energetic, and highly motivated. We are seeking a sales professional with outstanding interpersonal skills and extensive experience in *consultative* sales. Solid base compensation with benefits plus robust incentive structure with achievable 6-figure income potential with no caps. Duties Include: Engaging with patients/clients to foster the practice-patient relationship Educating prospective patients on procedure(s) of interest Lead management, scheduling consultation appointments, and surgery Facilitating the financial transactions of cosmetic surgery procedures (discussing costs and financial payment options) Optimizing the customer service experience of all our patients Assisting with marketing and outreach programs Desired Skills and Experience: Must have a proven track record in consultative medical or luxury sales. (Minimum 2 years experience) Be a self-starter, articulate, a quick learner, and confident Be a team player (work well with others and individually) Have excellent customer service skills and a caring personality Have a strong ability and willingness to learn medical procedures, terminology, electronic medical records and practice management software Have excellent computer skills and be proficient in Microsoft software including Word, Excel, and Outlook. Bachelor's or associates degree strongly preferred

IDR is seeking a Transaction Advisory Consultant to join one of our top clients for a remote. This role is within a prominent financial advisory firm specializing in mergers and acquisitions, providing critical support through various stages of transaction processes. The position offers a dynamic and fast-paced work environment with opportunities for professional growth. Position Overview for the Transaction Advisory Consultant: Assist clients with pre-close readiness, diligence, transaction execution, and integration services Collaborate with national M&A advisory professionals to deliver buy-side and sell-side diligence services Support project teams with comprehensive financial, technological, and operational assessments Contribute to high-profile mergers and acquisitions transactions for corporate and private equity clients Requirements for the Transaction Advisory Consultant: 4+ years experience in an Transaction Advisory practice supporting FDD team Excellent verbal and written communication skills Proficient with Microsoft Excel and Microsoft PowerPoint Bachelor's degree (ideally with a major in Accounting or Finance) What's in it for you? Competitive compensation package Full Benefits; Medical, Vision, Dental, and more! Opportunity to get in with an industry leading organization. Why IDR? 25+ Years of Proven Industry Experience in 4 major markets Employee Stock Ownership Program Dedicated Engagement Manager who is committed to you and your success. Medical, Dental, Vision, and Life Insurance ClearlyRated's Best of Staffing Client and Talent Award winner 12 years in a row.

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.

Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role As a Cybersecurity Consultant with Presidio, you'll be a trusted advisor, guiding clients to navigate the complex world of cybersecurity. You'll translate their business needs into robust security architectures, recommending and implementing solutions that safeguard their valuable data. Travel Requirements: This is a hybrid role (remote with several days onsite) and can reside in the Texas region. Expected travel will be 25-35% Responsibilities Include: What you'll do: Dive deep into client needs: You'll go beyond surface-level requirements, truly understanding their business goals, risk tolerance, and existing infrastructure. This involves conducting workshops, analyzing current security posture, and identifying gaps to help drive client outcomes. Architect and design tailored solutions: You won't just be selling products; you'll be crafting comprehensive security strategies. This includes designing network security (SSE, and advanced security solutions), endpoint protection, data loss prevention, cloud security, and incident response plans tailored to each client's specific needs. Drive the entire sales cycle: From initial qualification to final proposal, you'll actively participate in the sales process. This includes collaborating with account managers, developing proposals and/or RFP responses. Be a thought leader: Stay at the forefront of the cybersecurity landscape. Continuously research emerging threats, new technologies, and best practices to provide cutting-edge solutions to our clients. Additionally, you will engage with the cybersecurity community both within Presidio and at large through blog posts, LinkedIn posts, presenting at conferences, and building relationships with other professionals in the industry. Required Skills and Professional Experience: We seek a Bachelors' degree or the equivalent work experience and/or military experience We seek a minimum of 10+ years' experience in Cybersecurity role involving the design, development and implementation of complex cyber security solution A passion for problem-solving: You're not just interested in technology; you're driven to find the best solutions to complex security challenges. Deep technical knowledge: You possess a strong foundation in cybersecurity principles, architectures, and technologies, with hands-on experience in areas like OT, ICS, and IoT security. Strong communication and presentation skills: You can confidently present technical information to both technical and non-technical audiences, building rapport and trust with clients. You enjoy working with others, sharing knowledge, and contributing to a team environment. Additional Desired Skills and Professional Experience: Leading industry certifications like, CISSP (strongly desired), GICSP, CCIE-Security, CISA, CISM, CEH, CHP, SANS, PCI-QSA are highly preferred Previous experience working in a pre-sales role Previous experience working for a systems integrator Familiarity with the Purdue model NERC CIP and NIST SP 800-82 Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** ***** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LI-PH1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.