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Corporate Finance, FP&A
Culbertson Resources Inc.
Finance consultant job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units.
Analyze project-level profitability, backlog, utilization, and working capital trends.
Drive variance analysis and performance management across revenue, margins, overhead, and cash flow.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Qualifications:
3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, 3-statement modeling, and analytical skills.
Proven solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
$54k-82k yearly est. 1d ago
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Investment Consultant - Sugar Land, TX
Charles Schwab 4.8
Finance consultant job in Sugar Land, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a FinancialConsultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financialconsulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$78k-142k yearly est. 1d ago
Analyst, Corporate Banking
CIBC Bank USA 4.8
Finance consultant job in Houston, TX
Were building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing whats right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Corporate, Banking, Analyst, Processing, Financial, Business Services
$75k-105k yearly est. 6d ago
Analyst - Investment Management
CAZ Investments
Finance consultant job in Houston, TX
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
$58k-100k yearly est. 3d ago
Senior Manager, Accounting and Financial Advisory Services
Baker Tilly Virchow Krause, LLP 4.6
Finance consultant job in Houston, TX
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice.
As a Senior Manager in CFO Accounting Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client's organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.
Responsibilities:
* Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
* Be accessible and anticipate client needs, questions, and issues
* Schedule internal and external deadlines to meet client expectations for delivery
* Interact at the highest levels of client organizations
* Resourceful at gaining exposure to client activities offering potential for application of firm services
* Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
* Establish record of gaining client use of wide range of firm services
* Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
* Handle heavy load, including complex/demanding clients
* Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
* Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
* Create opportunities to gain new clients
* Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
* Regularly look for opportunities, recommendations, and additional firm services that could benefit client
* Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
* Lead by example to positively impact employee morale
* Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
* Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
Qualifications
* Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
* Five (5)+ years' of supervisory experience, mentoring and counseling associates
* Relevant bachelor's degree in accounting, finance or related
* Certified public accountant (CPA)
* High motivation, initiative and positive attitude
* Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
* Intermediate modeling and excel skills, experience conducting complex quantitative
and qualitative financial analysis and ability to generate data-driven insights
* Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced
environment with shifting priorities
* Excellent verbal and written communication, experience presenting analyses to
management and ability to lead and drive initiatives
* Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
* Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations
* The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
$99k-134k yearly est. 6d ago
Finance Intern
AEG 4.6
Finance consultant job in Houston, TX
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. Legends Global, the leader in privately managed public assembly facilities, has excellent and immediate opportunities for a Finance Intern at NRG Park in Houston, Texas. NRG Park is in the fast lane for opportunity and excitement. We are a one-of-a-kind premier facility with four major venues within one giant park. NRG Center (one million+ sq. ft. Convention Center), NRG Stadium (home of the Houston Texans and the Houston Livestock Show & Rodeo), NRG Astrodome ("The" Astrodome), and NRG Arena. We are seeking a unique Part-Time Finance Intern to work closely with our Finance team, learning fundamentals of finance & accounting! Interns are expected to work a minimum of twenty (20) to twenty-five (25) hours per week with up to a 1-year commitment and must be currently enrolled in at minimum of a 2-to-4-year program.
Essential Duties and Responsibilities
Include the following:
• Exposure to financial analytics, project management, reporting and tracking, and basic accounting processes as listed below:
• Assist with daily entries related to cash, ticketing, parking and other revenue streams.
• Assist with event settlements.
• Assist with financial analysis and ad hoc projects as needed.
• Assist with other routine responsibilities within the Finance Department.
• May perform other duties as assigned.
Supervisory Responsibilities
• Not applicable.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Demonstrate knowledge of industry terminology, facility capabilities, operational procedures, event coordination, and event-related services.
• Handle conflict, make common sense decisions, and exercise proper action during high-tension and stressful situations.
• Possess knowledge of the principles of facility management, building operations, and safety requirements.
• Maintain an effective working relationship with clients, employees, exhibitors, patrons, and others encountered in the course of employment.
• Define problems, collect data, establish facts, and draw valid conclusions.
• Organize and prioritize work to meet deadlines.
• Follow oral and written instructions and communicate effectively with others in both oral and written form.
• Pleasant and helpful telephone demeanor when assisting guests, exhibitors, clients, and staff.
• Work extended and/or irregular hours including nights, weekends, and holidays, as needed.
Education and/or Experience
• Actively enrolled and currently pursuing a four-year program at an accredited college or university with a focus in Finance, Accounting and/or Sports Management, or a related field of study.
Skills and Abilities
• Excellent communication skills, both written and verbal.
• Detail-oriented and can efficiently multitask.
• Ability to work independently and as part of a team.
• Ability to adapt and learn quickly.
• Time management skills and ability to meet deadlines in a fast-paced environment.
Computer Skills
• Experience in Microsoft Word, Excel, and PowerPoint.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Specific vision abilities required by this job include close vision for review of statistical and other financial records and information.
While performing the duties of this job, the employee is regularly required to move around the facility; to stand for long hours during events; talk and hear. This position may require work inside or outside of the building, as needed by events.
Note
The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also, this document in no way states or implies that these are the only duties to be performed by the employee occupying this position.
To Apply
Please include a recent copy of your resume with a cover letter and salary requirements as part of your application.
How To Apply
****************************************************************************************
Only the first 150 resumes received will be considered.
Applicants that need reasonable accommodation to complete the application process may contact the Human Resources Department at **************.
Legends Global is an Equal Opportunity/Affirmative Action employer, and encourages Women, Minorities, Individuals with Disabilities, and protected Veterans to apply.
VEVRAA Federal Contractor
Job Title: Senior Investment Associate (Acquisitions & Asset Management)
Compensation: $90,000 - $100,000 Base + Performance Bonus + GP Equity Path
The Role:
Aligned Ventures is hiring a Senior Investment Associate to support the Partners in executing a high-volume acquisition mandate. This is a technical role focused on financial analysis, due diligence management, and operational reporting.
You will act as the "Technical Control Tower" for the firm. Your primary responsibility is to ensure the integrity of our financial data-from the initial underwriting of a new deal to the monthly performance tracking of our existing portfolio. This is a direct apprenticeship role with the Partners, designed for a professional who aims to evolve from an Analyst into a Principal.
Core Responsibilities:
1. Acquisitions & Underwriting
Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch.
Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities.
Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period.
2. Asset Management & Reporting
Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners.
Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates.
Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule.
Mandatory Hard Skills & Qualifications
Experience: 2-5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending.
Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply.
Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours.
Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger.
The Opportunity
Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit.
Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage.
Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position
To Apply
Submit your resume. In lieu of a cover letter,
Reply “Aligned” if you meet all the requirements under Mandatory Hard skills and qualifications
$90k-100k yearly 5d ago
Private Client Advisor II - Houston, TX
Bank of America 4.7
Finance consultant job in Houston, TX
Houston, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Leads the Client Process Management Process within the client team to identify new business development opportunities
+ Sources new clients in alignment with the bank's established risk appetite
+ Leads the client team to deliver meaningful interactions and a Branded Client Experience
+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
+ Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
+ Encourages use and adoption of digital capabilities to enhance the client and client team experience
+ Builds relationships with internal and external partners and centers of influence
**Required Qualifications:**
+ Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
+ 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
+ Ability to drive new business development for target client segment ($3MM++ investable assets)
+ Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
+ High touch, client-focused individual with exceptional interpersonal skills
+ Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
+ Ability to influence; proactively asks for and closes business
+ Solutions oriented; sales and financial aptitude a must
+ Must be a skilled negotiator
+ Ability to work with and identify the need for team specialists; collaborate closely with other team members
+ Takes on a leadership role on the team and within the business community
**Desired Qualifications:**
+ MBA or Post-Graduate Degree
+ CFP, CPA, CFA, CTFA, CFM or JD a significant plus
**Skills:**
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Prospecting
+ Wealth Planning
+ Analytical Thinking
+ Oral Communications
+ Referral Management
+ Relationship Building
+ Risk Management
+ Active Listening
+ Attention to Detail
+ Collaboration
+ Decision Making
+ Loan Structuring
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$59k-84k yearly est. 6d ago
Financial Risk Analyst
Swipejobs
Finance consultant job in Houston, TX
Schedule: Monday-Friday | 8:00 AM - 5:00 PM
Contract: 1-year contract with strong potential for extension or conversion to permanent
We are seeking a highly analytical and detail-oriented Risk Analyst to join a fast-growing commodities trading organization. This role sits directly on the trading floor and supports a dynamic, high-performance environment. The ideal candidate thrives under pressure, is numbers-driven, and brings hands-on experience supporting oil and gas commodities risk functions.
This is a growing team with meaningful opportunities for long-term career advancement.
Key Responsibilities
Daily P&L and Exposure Reporting
Generate, validate, and distribute daily P&L and exposure reports across multiple commodities, including crude oil, gasoline, distillates, fuel oil, renewables, and NGLs.
P&L Attribution and Analysis
Analyze daily P&L movements and provide clear commentary explaining key drivers, market movements, and risk impacts.
Trade and Deal Validation
Ensure accurate trade capture and representation within risk systems.
Partner with Front Office, Operations, and other stakeholders to investigate and resolve discrepancies.
Curve and Pricing Validation
Validate forward curves, pricing inputs, and valuation assumptions to ensure accuracy and consistency.
Cross-Functional Collaboration
Work closely with Trading, Scheduling, Accounting, FP&A, and Risk teams to support timely reporting and issue resolution.
Process Optimization and Automation
Lead and support initiatives to standardize, streamline, and automate reporting processes.
Contribute to enhancements of risk systems, dashboards, and analytical tools.
Governance and Controls
Support compliance with internal control frameworks and regulatory requirements.
Team Support and Leadership
Provide backup coverage across regions or product lines.
Mentor and support junior analysts to promote knowledge sharing and team development.
Financial Reporting Alignment
Partner with FP&A to ensure mark-to-market P&L aligns with GAAP standards used for external financial reporting.
Required Experience & Qualifications
Proven Risk Analyst experience within oil and gas commodities
Strong understanding of commodity trading environments and exposure to multiple risk functions.
Ability to thrive in a fast-paced, trading-floor environment.
Highly analytical mindset with strong numerical aptitude.
Technical Skills
Advanced Excel skills (pivot tables, VLOOKUP, HLOOKUP required).
Hands-on experience with ETRM systems such as RightAngle, Allegro, Endur, OpenLink, SAP, or FIS.
Familiarity with Power BI; Python or SQL experience is a plus.
Knowledge Areas
Commodity markets and trading instruments
Trade lifecycle and settlement processes
Risk measurement and valuation methodologies
Soft Skills
Strong communication skills with the ability to clearly explain complex risk concepts to both technical and non-technical stakeholders.
Excellent organizational skills with the ability to manage multiple priorities in a dynamic, high-pressure environment.
$58k-81k yearly est. 3d ago
Client Advisor (Full-time), A|X Armani Exchange
Armani 4.6
Finance consultant job in Houston, TX
As an associate with Giorgio Armani Corporation, you will be part of a diverse team, who you will work with to drive sales and provide an excellent client experience that represents the brand. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
As a Client Advisor, you will assist in the execution of merchandising and client relationship strategies. Your daily presence on the sales floor will allow you to develop a client base, drive store revenue and shape the brand experience.
To be successful in this role you will operate with integrity, have a strong team mindset and be results driven. As a member of the team accountable for driving sales, you will act as a client advisor, share product knowledge, and provide the highest level of service.
Our team mission is passionately conveying the vision of Giorgio Armani.
QUALIFICATIONS & SKILLS
Preferred retail experience in a similar position
High School diploma/GED preferred
Excellent communication (verbal and written) skills and demonstrated passion for working as a team
Proficiency using technical resources for client outreach, such as CRM, WeChat, etc. preferred
While not required, Italian, Spanish, French, Mandarin or other language skills are considered a strong asset
Able to work a flexible schedule, including holidays, nights and weekends
The appointed candidate will be offered a salary within the range of $16.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions.
Note: availability of these benefits and perks may be subject to work location & employment type and may have certain eligibility requirements. Salaries will be negotiated based on relevant skills and experience.
Compensation:
$16.00 - $16.00
$16-16 hourly 6d ago
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Rbc Holding Co Ltd. 4.9
Finance consultant job in Houston, TX
Global Investment Banking Summer Associate - Houston
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
RBCCM U.S. Summer Associate Program
Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group.
Similar to full-time GIB Associates, Summer Associates will spend their time:
Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB
Developing and preserving complex financial models
Contributing to the delivery of client meetings and presentations
Conducting research to analyze market trends
Researching and analyzing future opportunities
What do you need to succeed?
In selecting Summer Associates, we look for the following:
Students in their penultimate year of study at an accredited 2-year MBA program
2+ years' work post-undergraduate work experience
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Associate or Vice President)
An opportunity to network and discuss career opportunities through a number of social events
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
609 MAIN STREET:HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-08-25
Application Deadline:
2026-01-30
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
$95k-138k yearly est. Auto-Apply 11d ago
Corporate Philanthropy Analyst
NRG Energy, Inc. 4.9
Finance consultant job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
* Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
* Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
* Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
* Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
* Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
* Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
* Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
* 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
* Strong organizational and project management skills
* Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
* Excellent written and verbal communication skills
* Ability to manage multiple priorities and work collaboratively across teams
* Passion for social impact, sustainability, and community engagement
Working Conditions:
* Hybrid or office-based work environment
* Occasional travel
* Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Nearest Major Market: Houston
$96k-122k yearly est. 12d ago
Investment Banking Associate
Doeren Mayhew CPAs and Advisors 3.7
Finance consultant job in Houston, TX
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm s team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you!
Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting.
We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development.
Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Responsibilities:
Participating in all aspects of transactions, from pitching clients to closing deals.
Responsible for overseeing analysts daily tasks.
Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings.
Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations.
Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical.
Qualifications:
Bachelor s degree in Finance, Accounting or related field.
Minimum 2-4 years of investment banking or M&A employment strongly preferred.
Motivated self-starter who excels in both independent and team-oriented environments.
Superior work ethic and commitment to high-quality results.
Ability to drive deliverables with minimal oversight.
Proficient in financial modeling, writing and presentation skills to support deals.
Articulate, with exceptionally strong communication skills.
Superior attention to detail.
Advanced knowledge of Excel and PowerPoint to perform responsibilities.
Ability to effectively, interact with senior executives and business owners.
Must be able to commute to the Houston office.
Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
$89k-121k yearly est. 60d+ ago
Corporate Philanthropy Analyst
It Works 3.7
Finance consultant job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
Strong organizational and project management skills
Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
Excellent written and verbal communication skills
Ability to manage multiple priorities and work collaboratively across teams
Passion for social impact, sustainability, and community engagement
Working Conditions:
Hybrid or office-based work environment
Occasional travel
Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
$56k-88k yearly est. 60d+ ago
Corporate Financial Analyst
Creative Financial Staffing 4.6
Finance consultant job in Stafford, TX
Why This Opportunity as a Corporate Financial Analyst
Stability & Legacy: Join an industry leader with decades of proven success in supporting large-scale, process-driven industries.
Exposure to Leadership: Gain direct visibility with executive leadership and board members through financial presentations and analysis.
Career Growth: Work in an environment that values professional development, mentorship, and long-term career advancement.
Collaborative Culture: Partner with cross-functional teams to deliver insights that directly impact company strategy.
Amazing Tenure: Employees here build long, successful careers - many team members have been with the company for 10, 20, or even 30+ years, a true testament to the culture and work environment.
Innovation in Finance: Use modern reporting tools (Hyperion, Oracle, SmartView) and be involved in projects that streamline processes and drive efficiencies.
Great Benefits: Comprehensive health coverage, retirement programs, paid time off, and other perks designed to support employees and their families.
Key Responsibilities of the Corporate Financial Analyst
Lead consolidated P&L analysis across multiple business units, providing visibility into trends, margin performance, and drivers of financial results
Manage key components of the month-end close related to financial reporting and consolidated analytics
Prepare and enhance monthly reporting packages highlighting performance vs. budget, forecast, and prior periods
Conduct deep-dive variance analysis, creating meaningful insights for leadership on revenue, expense, and EBITDA performance
Support the annual budgeting process, long-term financial planning, and quarterly forecasting cycles
Build and maintain financial models to evaluate operational initiatives and business scenarios
Assist in preparing executive-level presentations for leadership, board meetings, and strategic reviews
Qualifications of the Corporate Financial Analyst
Bachelor's degree in Accounting, Finance, or related field
4+ years of experience in corporate FP&A or financial reporting, preferably in a multi-entity or consolidated environment
Strong understanding of P&L structure, financial statements, and key business drivers
Advanced Excel skills; experience with Hyperion Planning, SmartView, and Oracle strongly preferred
Excellent communication skills with the ability to present complex financial insights to senior leadership
#INJAN2026 #LI-MG9
$48k-67k yearly est. 1d ago
Corporate - Restructuring & Special Situations Finance
Evans Hiring Partners
Finance consultant job in Houston, TX
Job Description: Corporate - Restructuring & Special Situations Finance
Salary: $365,000 - $435,000 per annum
Job Responsibilities:
Develop and implement comprehensive legal strategies for complex restructuring and special situations transactions.
Advise clients on various aspects of corporate finance, including mergers and acquisitions, distressed asset sales, and bankruptcy proceedings.
Conduct thorough analyses of financial statements, legal documents, and market trends to provide expert guidance.
Engage in negotiations and liaise with stakeholders, including clients, opposing counsel, and financial institutions.
Draft and review legal documents related to restructuring transactions, ensuring compliance with all relevant laws and regulations.
Monitor ongoing legal developments in corporate restructuring and special situations finance to provide proactive advice.
Collaborate with cross-functional teams within the firm to deliver comprehensive solutions to clients.
Mentor junior attorneys and staff, fostering an environment of learning and professional growth.
Represent the firm at industry conferences and seminars to promote its reputation in the field.
Essential Qualifications:
Juris Doctor (JD) degree from an accredited law school.
Licensed to practice law in the relevant jurisdiction.
Strong academic credentials and a proven track record of success in corporate law and finance.
Desired Experience:
Minimum of 5 to 9 years of experience in corporate restructuring, special situations finance, or related fields.
Experience representing clients in high-stakes negotiations and transactions.
Demonstrated ability to manage complex legal matters and provide effective solutions under pressure.
Excellent communication and interpersonal skills to build and maintain client relationships.
Salary & Benefits:
Annual salary ranging from $365,000 to $435,000, commensurate with experience.
Comprehensive benefits package, including health, dental, and vision insurance.
Retirement savings plan with employer match and profit-sharing options.
Generous paid time off and flexible work arrangements.
Opportunities for professional development and continuing legal education.
About the Company:
Am Law 100 Firm is a distinguished law firm with over 1,900 lawyers across 21 offices globally, specializing in a wide array of practice areas. Our approach is defined by a unique blend of vision and precision, allowing us to provide tailored legal strategies for even the most complex matters. We value deep partnerships with our clients, empowering them to navigate challenges with courage and achieve success during unprecedented times.
$54k-82k yearly est. 60d+ ago
Sr. Corporate Finance Analyst
Enchanted Rock Management LLC 3.9
Finance consultant job in Houston, TX
Job DescriptionDescription:
We are ERock!
Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability.
Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem™, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on.
What you'll do…
As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions.
Key Responsibilities:
Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios
Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics
Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions
Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures
Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps)
Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence
Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance
Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options
Requirements:
Required Qualifications & Experience:
2-3 years of relevant experience in corporate finance, investment banking, or related fields
BS/BA in Finance, Accounting, or related discipline
Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ.
Experience and/or strong knowledge of financial reporting and filings and investor presentation development
Strong analytical and communication skills; ability to manage multiple priorities
Ability to be detailed oriented while thinking strategically
Energy sector experience preferred
Ability to work in a fast paced, and rapidly growing environment
Nice to Have:
Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills
Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks
Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts
Excel at building integrated financial models and translating complex analytics into clear, actionable narratives
Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment
Communicate effectively with senior leadership and external stakeholders
Thorough understanding of accounting principles, practices, and policies
Strong critical thinking and problem-solving mindset
Excellent organizational skills and attention to detail
Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment
Excellent listening, interpersonal, written, and oral communication skills
Highly self-motivated and directed
Your Rewards!
Medical, Dental, Vision, and Prescription Drug Insurance
Company-Paid Life Insurance
Flexible Spending Account (FSA)
Wellness Programs and Incentives
401(k) Retirement Plan & Company Match
Paid Time Off - Sick & Vacation Time
Paid Holidays
Hybrid Work Schedule!
Cool Open-Office Concept
Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool!
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of “The Team” which includes “Mutual Respect, Openness, and Honesty.”
$45k-68k yearly est. 8d ago
Financial Consultant Partner - The Woodlands, TX
Charles Schwab 4.8
Finance consultant job in Spring, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a FinancialConsultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. FinancialConsultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred Qualifications:
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. FinancialConsultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$43k-62k yearly est. 15h ago
Private Client Advisor
Bank of America 4.7
Finance consultant job in Houston, TX
Houston, Texas
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (******************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
**Job Description:**
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
**Responsibilities:**
+ Leads the Client Process Management Process within the client team to identify new business development opportunities
+ Sources new clients in alignment with the bank's established risk appetite
+ Leads the client team to deliver meaningful interactions and a Branded Client Experience
+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
+ Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
+ Encourages use and adoption of digital capabilities to enhance the client and client team experience
+ Builds relationships with internal and external partners and centers of influence
**Required skills:**
+ 10+ years of private banking or complex financial services experience ORequivalent financial services/business experience
+ Responsible for driving new business development for target client segment ($3MM++ investable assets)
+ Present to clients a holistic approach, leveraging the entire Private Bank platform
+ A high touch, client-focused individual with exceptional interpersonal skills
+ A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
+ Ability to influence; proactively asks for and closes business
+ Solutions oriented; sales and financial aptitude a must
+ Must be a skilled negotiator
+ Ability to work and identify the need for team specialists; collaborate closely with other team members
+ Takes on a leadership role on the team and within the business community
+ Series 7, 63 and 65 (or Series 7 and 66) required (may gain licenses after start - unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date)
**Desired skills:**
+ MBA or Post-Graduate Degree preferred
+ CFP, CPA, CFA, CTFA, CFM or JD a significant plus
**Skills:**
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Prospecting
+ Wealth Planning
+ Analytical Thinking
+ Oral Communications
+ Referral Management
+ Relationship Building
+ Risk Management
+ Active Listening
+ Attention to Detail
+ Collaboration
+ Decision Making
+ Loan Structuring
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$59k-84k yearly est. 6d ago
Corporate Philanthropy Analyst
NRG Energy, Inc. 4.9
Finance consultant job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
**Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)**
**Position Overview:**
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
**Key Responsibilities:**
+ **Operations Support** Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
+ **Project Management & Coordination** Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
+ **Grant Process Management** Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
+ **Data Management & Visualization** Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
+ **Presentation & Reporting Support** Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
+ **Communications Coordination** Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
**Qualifications:**
+ Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
+ 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
+ Strong organizational and project management skills
+ Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
+ Excellent written and verbal communication skills
+ Ability to manage multiple priorities and work collaboratively across teams
+ Passion for social impact, sustainability, and community engagement
**Working Conditions:**
+ Hybrid or office-based work environment
+ Occasional travel
+ Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
How much does a finance consultant earn in The Woodlands, TX?
The average finance consultant in The Woodlands, TX earns between $50,000 and $124,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.
Average finance consultant salary in The Woodlands, TX
$79,000
What are the biggest employers of Finance Consultants in The Woodlands, TX?
The biggest employers of Finance Consultants in The Woodlands, TX are: