VP, Financial Consultant - Century City, CA
Finance director job in Pasadena, TX
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
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.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Finance Manager
Finance director job in Plano, TX
Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path.
Finance Manager
5+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting expereince required
Executive level polish and communication and ability to effectively communicate with non-financial stakeholders
The need is immediate - interested candidates please send resumes to:
Matt Marmaro
***************************
Director of Financial Planning and Analysis
Finance director job in Dallas, TX
Director of FP&A
StevenDouglas has partnered with a construction company that is looking for a Director of FP&A.
This role is based near Addison and is fully in office.
The Director of FP&A will lead all financial planning and analysis efforts for the division, including budgeting, forecasting, and internal reporting. This role ensures financial integrity through adherence to GAAP and company policies, while also supporting operational effectiveness across the division. This position will partner closely with divisional leadership to drive performance, provide insights, and support strategic initiatives, including M&A activities. The ideal candidate is analytical, detail-oriented, and comfortable collaborating with both finance and operational teams.
Key Responsibilities
Lead the creation and maintenance of divisional business plans, budgets, and forecasts
Ensure accuracy and compliance in financial reporting in accordance with GAAP and internal policies
Support cost control efforts and provide financial oversight across the division
Analyze margins, prepare pricing proformas, and evaluate financial performance
Assist in the administration and oversight of sales contracts
Support strategic decision-making with accurate and timely financial analysis
Collaborate with leadership to drive divisional growth and profitability
Engage with investors during project due diligence and underwriting
Facilitate timely accruals and manage trailing costs
Qualifications
Bachelor's degree in Finance
10-15 years of relevant Finance experience
Homebuilding, Construction, Building Component or Manufacturing Industry experience
Manager Financial Systems JDEdwards Eone
Finance director job in Dallas, TX
JDE Applications Manager
Reports To: Chief Information Officer (CIO) Supervises: Yes (Internal team and external consultants)
Overview
I am seeking a strategic and hands-on Application Manager Financial Systems to lead the optimization and evolution for one of my Global Corporations. You will need to manage our enterprise financial technology platforms, with a primary focus on JD Edwards (JDE). This leadership role will report directly to the CIO and work cross-functionally to ensure alignment between IT initiatives and financial business goals.
The ideal candidate brings a mix of technical knowledge, business acumen, leadership experience, and a strong understanding of financial systems in a multi-entity, multi-location environment. This is a key role for someone who can operate at both strategic and tactical levels while mentoring teams and engaging stakeholders.
For immediate consideration, please forward a copy of your resume to Mark Shemroske - Tri-S Recruiters at
*************************
Or
***************************
Key Responsibilities
Lead and manage internal staff and consultants to deliver effective financial systems solutions, with a focus on JD Edwards (9.x and beyond).
Partner closely with Finance and IT leadership to translate business needs into scalable technical solutions.
Oversee system enhancements, upgrades, and migrations-including orchestration builds and JDE modernization efforts.
Drive cyber risk mitigation efforts within the financial systems domain, including disaster recovery and data protection planning.
Collaborate across IT and business units to prioritize projects and manage resources effectively.
Provide clear documentation and communication to stakeholders on project goals, progress, risks, and results.
Advocate for and enforce best practices in ERP and financial system implementation and support.
Lead due diligence and integration planning for acquisitions and new business units.
Support vendor management, budgeting, and external resource coordination.
Qualifications
Bachelor's degree in Information Systems, Business Administration, or related field (or equivalent experience).
10+ years of experience in enterprise financial systems, with 5+ years in a leadership or managerial capacity.
Proven experience with JD Edwards EnterpriseOne (EOne), including implementations, upgrades, and integrations.
Hands-on experience with Orchestrator, SQL, and systems architecture in ERP environments.
Demonstrated ability to manage cross-functional teams and influence prioritization in a matrixed environment.
Strong written and verbal communication skills, including experience presenting to executive leadership.
Understanding of IT governance, cyber security standards, and risk management within financial systems.
Background in both large enterprise environments (e.g., Fortune 100) and smaller or high-growth companies is a plus.
Project management experience and familiarity with tools like Microsoft Project or similar.
Preferred Skills & Attributes
Leadership or project management certifications.
Experience in multi-plant, multi-instance ERP environments.
A passion for process improvement and system optimization.
Strong vendor management and negotiation skills.
Ability to operate effectively in fast-paced, evolving environments.
Professional, collaborative, and solution-oriented mindset.
Finance Manager, 125K-145K
Finance director job in Irving, TX
Addison Group is partnered with a private-equity owned healthcare company in Irving, TX. This company is in search of a Corporate FP&A Manager that will be heavily involved in budgeting and forecasting. This role will report the the VP of Finance and work closely with executives across the company.
This position is hybrid in Irving, TX. They are typically in office 3-days per week. This role pays 125K-145K base + bonus.
Responsibilities includes:
Assist with developing revenue and expense budgets, monthly forecasts financial models and present analytics to support management team
Perform forecast and budget variance analysis in conjunction with the entire Finance team
Manage financial and operational ad-hoc reporting and analysis
Prepare and review financial variances between Actual/Budget/Forecast financial results
Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics
Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business
Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts
Requirements:
Bachelors in Finance or business related degree
5+ years of FP&A experience; preferably with healthcare companies
1+ years of FP&A management experience, preferably with healthcare companies
Ability to communicate and cross functionally partner with various other departments. Ability to present to all levels of the organization including senior leadership.
If you are interested in this job or other finance and accounting career opportunities from Addison Group please email Chris Lawrie at *****************************.
Senior Financial Analyst
Finance director job in Houston, TX
Title: Senior Financial Analyst of Financial Planning & Analysis (FP&A)
)
About Us:
We are currently working with a dynamic e-commerce retail giant, that is on the brink of an exhilarating expansion journey. As they gear up to double the number of retail stores in new states across the U.S. and plan strategic acquisitions of other sport-related retail stores, we are seeking a talented and driven Senior Analyst of FP&A to join our finance team.
Why Join Us:
Thriving Expansion: Be part of a team driving the ambitious goal of doubling their market share, and expanding their footprint across new states.
Fast-Paced, Fun Environment: Immerse yourself in a dynamic work culture with a 40-50 hour work week, where every day brings new challenges and opportunities.
Education:
Bachelor's Degree in Accounting, Finance, Business Administration, or equivalent required.
Work Experience:
Job Description:
Minimum of 2+ years of experience, including planning, forecasting, analyzing, reporting, and business partnering.
PROFICIENT IN POWER BI
Previous FP&A or Corporate Finance experience required.
Retail/e-commerce experience is a plus.
Skills:
Partner effectively with internal teams and external stakeholders.
Strategic thinking coupled with the ability to deliver tactical analysis.
Proven track record of delivering high-impact results.
Excellent written, verbal, listening, and presentation skills.
Analytical and process-improvement-oriented mindset.
Advanced Excel skills.
Responsibilities:
Analyze and support annual planning and monthly forecasting processes.
Provide financial planning support for internal business partners.
Deliver weekly, monthly, and quarterly executive reporting.
Interact regularly with senior management to inform and refine business strategies.
Consolidate and analyze departmental/functional plans and forecasts.
Establish clear ownership, timelines, and deliverables.
Leverage internal and external networks to maximize business goals.
Drive accurate forecasting and long-term vision.
Identify and drive process improvements.
Actively participate in new FP&A initiatives.
Compensation:
Up to $120,000 plus bonus.
Finance Manager
Finance director job in San Antonio, TX
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
Sap Finance Control Consultant
Finance director job in Richardson, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Senior Oracle EBS Finance & Projects Analyst
Finance director job in Houston, TX
Job Title:- Senior Oracle EBS Finance & Projects Analyst
Job Type:- Long Term Contract
Willing to travel up to 10%
for support needed to assist with EBS upgrade from Release 12.2.10 to 12.2.15
Interview - 45 minute virtual or in person interview
Goal is to have them onboarded by EOY and have them start 3rd week in January
Responsibilities:
We are currently seeking a Senior Analyst for Oracle eBusiness Systems, release R12.2.10. This person will work effectively under minimal supervision and provide Technical support for developing and supporting customizations and extensions covering modules in Finance or Oracle Projects. This position will support our business users, participate in all relevant changes management activities, and overall service delivery and customer satisfaction. This will require interaction with core business users and the need to work as a team member of a large Oracle support team.
Responsibilities include, but are not limited to:
Provides technical development and support for Oracle eBusiness Systems Modules.
Collaborates with customers to ascertain system specifications and business/technical requirements to create spec documents that meet their needs.
Responsible for completion of all required Change Management tasks and relevant SOX control requirements (if applicable).
Utilize industry accepted project management principles, methodologies, tools, and best practices throughout the project life cycle.
Acquire and utilizes business knowledge by taking advantage of available resources (internet, books, periodicals, classes/workshops, conferences, etc.) to develop and deliver business expertise solutions.
Tracking deliverable and provide reporting to management as needed.
The successful candidate will have the following qualifications:
Bachelor of Science degree from a 4-year accredited university, or 10 years of related industry or technical experience is required.
At least 5 years of experience working with Oracle eBusiness Modules. Must have experience with Oracle Projects (Project Accounting, Project Billing and Project Cost Management) and its integrations within EBS - Inventory, Enterprise Asset Management, Oracle Time and Labor, Fixed Assets and Accounts Payable modules.
5+ years of experience with SQL, PL/SQL & BI Publisher reporting and Oracle Workflow Builder.
5+ years of experience with the backend table structures for Oracle and eBusiness system module is required.
Experience in Oracle Database 19C, or a higher version, is required.
3+ years of programming experience in Oracle Apex is desirable.
Experience on personalizations and extensions in Oracle Applications Framework is preferred.
Experience working in a multi-developer, team environment is preferred.
Top daily priorities/responsibilities:
Remediating and validating EBS application extensions and customizations in the areas of Finance or Projects.
Working with Oracle Support to find a solution that is feasible and acceptable to implement.
Collaborating with IT Teams and business department personnel to complete EBS upgrade from Release 12.2.10 to 12.2.15
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Dexian | Unlock trajectory changing opportunities
Unlock business potential with Dexian's comprehensive solutions. Discover staffing, talent development, and valuable resources. Explore now!
Finance Manager (CIMSA AMERICAS)
Finance director job in Houston, TX
We are looking for a Finance Manager to join our Çimsa Americas Team!
is located in Houston, Texas,
As Finance Manager at Çimsa Americas you will be responsible for:
Organize the company's financial planning and operational processes (current year and long-range planning) across the Americas and all business units through cross-functional coordination, key driver analysis, KPI management, and collaborative support
Lead and optimize the finance function and all operational teams
Develop and manage strong relationships with internal teams, customers, tax authorities, banks, and vendors
Establish and maintain a documented system of accounting policies and procedures
Create an orderly chart of accounts and a robust system of controls over accounting transactions
Manage the annual audit process to ensure accurate and comprehensive results, meeting all deadlines and requirements of lenders, owners, and other stakeholders, while maintaining positive working relationships
Develop and oversee the treasury strategy
Manage cash flow effectively
Ensure timely, accurate, and complete financial reporting for senior management and shareholders; lead month-end and year-end closing processes and coordinate consolidation
Ensure compliance with all reporting requirements and tax filings for local, state, and central public institutions and banks
Prepare the 1-year budget, 3-year budget, and expected financial forecasts
Ensure the finance area is managed in a safe, organized manner in alignment with budgetary guidelines
Proactively assign tasks and teams for additional responsibilities and projects
Monitor and manage credit risk
Tracking Related Party transactions and Transfer Pricing Reports
Digitalization Projects and SAP implementation
This is the opportunity for you if you have these skills and requirements:
University degree in related fields, (Faculty of Economics or similar) preferably a master's degree
7-10 years' experience in accounting/finance department, preferably in an international group of companies
Advanced knowledge of English and Turkish
Advanced use of MS Office programs
Ability to use Microsoft Office and SAP programs effectively
Having good judgment, analytical thinking, responsible
Team management skills
Big 4 experience is plus
ÇİMSA considers
equality, diversity and inclusiveness
in business life as a part of the culture of doing business, and implements the policies it publishes and practices related to this. To contribute to creating a more socially inclusive world by providing fairer and equal working environments for all; It aims to develop creativity by providing different perspectives by employees using all their talents and differences that make them special, at work, to attract people from all segments of the society who do their jobs in the best way and to retain existing talents.
ÇİMSA observes the principle of
"Equality at Work"
in all its processes. In this context, it aims to provide gender equality by providing equal opportunities to its female and male employees, to fight against stereotypes and prejudices of sexism, and to prevent all kinds of discrimination.
Finance Manager
Finance director job in Dallas, TX
About Savills
Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial real estate firms with services ranging from tenant representation and project management to workplace strategy and occupant experience - showcasing the breadth and depth of our expertise.
Find your place to thrive.
No matter the role you're in, we all share one purpose: to help people thrive through places and spaces. The DNA ingrained in our business guides us on this mission, shaping the way we behave to deliver the best results. When you join Savills, our ask for you is simple:
Be extraordinary, together.
About the Role
Savills North America is hiring a Finance Manager to support its Global Occupier Services platform. This role will lead forecasting, revenue tracking and operational accounting for the Transaction Management and Project Management business lines. The position is hybrid and based in either the Tampa or Dallas office, and the ideal candidate will bring a minimum of seven years of experience in corporate finance, accounting or operations.
KEY RESPONSIBILITIES
Own yearly and quarterly revenue forecasting and the tracking of all actuals for Transaction Management and Project Management business lines
Provide presentation and board meeting support to senior management through preparation of customized financial reports and data analysis
Create, maintain, and optimize templatesand workflows to maximize operational efficiency across Global Occupier Services
Provide regular revenue and expenditure updates to internal and external clients
Oversee operational accounting processes for the Transaction Management and ProjectManagement business lines while managing operations associate
Deliver ad-hocfinancial and operational reports to seniormanagement, providing timelyinsights to support strategic planning
Develop and maintain revenuetrackers to ensure accurateaccruals for client rebate obligations
Calculate rebates and coordinate disbursements to clients
Calculate and coordinate payment of monthly and quarterly bonuses
Drive accounts receivable
QUALIFICATIONS
Bachelor's degree in Finance, Accounting, Business Administration or related disciplines
7 years of finance and/or similar operational experience
Advanced Excel skills with the ability to manage large data sets from multiple sources
Experience with PowerBI and Salesforce preferred but not required
Able to assess risk, make calls and move work forward in ambiguous or evolving scenarios
Must be detail oriented and demonstrate excellent analytical skills
Must be comfortable communicating with all levels of the organization, including the C-Suite
Ability to successfully perform under pressure and meet deadlines while managing multiple projects
Savills values a diverse work environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteranstatus, or any other protectedcharacteristic. Savills participates in the E-Verify program.
Senior Financial Analyst
Finance director job in Houston, TX
The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles.
Key Responsibilities
Project Financial Management
Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects.
Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities.
Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis.
Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments.
Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting.
Financial Planning & Analysis
Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders.
Support companywide forecasting, long-term planning, and budgeting cycles.
Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making.
Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities.
Cross-Functional Collaboration
Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy.
Present financial insights, trends, and recommendations to senior leadership.
Qualifications & Requirements
Bachelor's degree in Accounting, Finance, Business, Economics, or related field required.
2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry.
Strong understanding of construction cost structures, project financials, and development lifecycles.
Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis
WIP reporting and revenue recognition, Pro forma modeling for development projects
Advanced Excel skills (pivot tables, advanced formulas, financial modeling).
Strong analytical, organizational, and communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Director of Investments
Finance director job in Houston, TX
Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute.
Oversight & Leadership
Direct oversight of all trading functions and investment operations.
Build, guide, and manage the investment research team.
Lead the billing and audit functions, ensuring accuracy, compliance, and efficiency.
Ensure operational best practices across all affiliated RIAs.
Investment Management
Supervise and optimize the options overlay program.
Supervise the equity SMA program
Oversee asset allocation strategies across client portfolios.
Provide strategic input on portfolio construction, risk management, and performance monitoring.
Manage held-away assets integration and oversight.
Communication & Representation
Serve as a trusted resource for advisors and clients, capable of explaining complex strategies in a clear and approachable way.
Produce and contribute to market commentary, providing thought leadership on market trends and firm positioning.
Collaborate with marketing to produce investment-related materials for client and advisor use.
Team & Platform Development
Manage, mentor, and grow the trading and research teams.
Partner with leadership to expand and refine unique, proprietary investment programs.
Drive innovation in internal systems, reporting, and investment solutions.
Requirements:
Previous leadership experience managing an investment platform at a mid-sized RIA.
Direct experience working with independent advisors.
Strong track record managing asset allocation strategies and investment operations.
Proven people management experience with ability to build and inspire teams.
Hands-on experience with:
Orion, Black Diamond, or similar portfolio management systems
Schwab or similar custodial platforms
Microsoft Excel (advanced proficiency)
Familiarity with Bloomberg or FactSet (not required but highly advantageous).
Demonstrated ability to balance strategic vision with operational execution.
Ideal Candidate Profile
An entrepreneurial, growth-minded leader with strong drive and initiative.
Comfortable navigating complexity while keeping execution crisp and disciplined.
Adept at both high-level strategy and hands-on problem-solving.
Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams.
Brings a proven history of scaling investment programs and building operational excellence.
Why Join Us?
This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions.
Larson offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
Dental Insurance
Vision Insurance
ER PD Life, Disability & EAP Insurance
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PIb53fb57ad0f8-37***********5
Director of Cybersecurity
Finance director job in San Antonio, TX
Responsibilities
Define, develop, and lead the implementation of the entire cybersecurity strategy, establishing Governance, Risk, and Compliance GRC frameworks from scratch.
Serve as the primary security leader, communicating and advocating for security priorities to Presidents and Vice Presidents.
Immediately lead the project to onboard and oversee the CrowdStrike Falcon Complete platform, moving the organization into an oversight position.
Establish mandatory Security Awareness and Behavioral Training programs for all employees.
Act as the "bridge" to ensure strong collaboration with the Infrastructure team, particularly around and the application of security policies.
Provide guidance and direction to the current hands-on technical manager.
Develop and execute a plan for future team expansion (manager and staff), potentially within 12 months.
Must Haves:
10+ years in cybersecurity or information protection, with at least 5 years in architecture, governance, or program-building leadership roles.
Proven experience in a senior cybersecurity leadership role (Director, CISO, or equivalent level).
Exceptional ability to translate security needs into business context and communicate effectively with executive leadership.
Demonstrated experience in building or standing up or building GRC and security programs from scratch.
Self-motivated, highly collaborative, and possessing the decisiveness to push back effectively.
Experience onboarding and managing key security vendors, specifically MDR services (CrowdStrike knowledge highly beneficial).
Must be willing to learn quickly and adapt in a high-stress, fast-paced environment.
Nice-to-Haves:
Possession of relevant industry credentials (e.g., CISSP, CISM, etc.).
Experience collaborating on or managing IAM programs using Microsoft-based tools
Director of DevOps
Finance director job in Dallas, TX
We are seeking an experienced and strategic Director of DevOps to lead its enterprise cloud engineering and DevOps practices. This senior leadership role will be responsible for defining, implementing, and continuously improving the organization's DevOps strategy, ensuring high standards of performance, security, and operational excellence.
Position Overview
The Director of DevOps will oversee the design, execution, and governance of DevOps capabilities across the organization. This role will provide leadership to engineering and platform teams, drive the adoption of modern automation and delivery practices, and collaborate closely with product, architecture, and security leaders to strengthen the cloud delivery framework.
Key Responsibilities
Develop and own the enterprise DevOps strategy and roadmap.
Lead and mentor engineering teams responsible for CI/CD pipelines, automation, and platform operations.
Implement and optimize Infrastructure as Code (Terraform, Bicep) and GitOps practices.
Ensure consistent, efficient, and secure deployment processes across cloud environments.
Collaborate with cross-functional stakeholders to improve delivery workflows and cloud governance.
Establish metrics, standards, and best practices for DevOps maturity and operational reliability.
Drive continual improvement in system performance, observability, and platform resilience.
Qualifications
10 or more years of experience in DevOps, Cloud Engineering, or Platform Engineering.
Proven expertise with Azure, Azure DevOps, GitHub Enterprise, CI/CD tools, and Infrastructure as Code.
Demonstrated leadership experience managing engineering and architecture teams.
Strong background in scaling cloud platforms and implementing enterprise-grade automation.
Excellent communication, strategic thinking, and stakeholder management skills.
What the Company Offers
The opportunity to lead an organization-wide DevOps transformation.
A collaborative, innovative environment focused on engineering excellence.
Competitive compensation, benefits, and professional development opportunities.
Fund Operations Manager - Outsourced CFO for Hedge Funds
Finance director job in Dallas, TX
Junonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds. Upon realizing the value and importance of having a strong back-office partner, Junonia was founded to focus on providing the highest level of partnership: treat each client's business as if it was your own. Our experience in both in-house and service provider roles has shown us what matters most to investment managers who want more than just another consultant or service provider.
Build for tomorrow Think long-term solutions and processes, not band-aids
Serve as a partner Not just a consultant or another service provider
Go the extra mile Delivering what's expected, on schedule is table stakes
Position Overview
We are actively building a team and are hiring Associates, Managers and Directors; each requiring a similar background in back-office operations. Title and level of seniority are based on a candidate's individual background and relevant work experience. Managers are directly responsible for providing outsourced CFO/Controller services, creating and spearheading processes for new clients, and managing project-based engagements. Managers are responsible for completing daily operational tasks and providing work product and deliverables to clients. The nature of our work is very hands-on, and every member of our team is client-facing. Directors will oversee the work of Managers.We pride ourselves on selecting clients who truly value our partnership and we enjoy acting as an extension of their teams. We reap the rewards of the camaraderie and intellectual stimulation that comes with being a part of an individual fund manager, yet we also enjoy having visibility into multiple strategies and protection against the volatility of just one fund. This position offers the opportunity to be a foundational member of a high quality organization, a lifestyle integration and an especially attractive career trajectory for exceptional performance.
Responsibilities
· Provide outsourced CFO and Controller services to investment managers, hedge funds, private equity and venture capital clients.· Review NAV packages and reconcile financial reporting and investor statements prepared by the fund administrator. This includes re-calculation of investor allocations, management fees and incentive allocation.· Perform daily reconciliations between client's OMS, fund administrator and prime broker/custodian. Also provide support for trade-break resolution, margin calls and other daily operational matters.· Spearhead the process for new fund launches.· Review fund documents prepared by legal counsel including PPM, LPA, and subscription documents. · Solicit bids and vet service providers on behalf of the client including audit/tax, fund administrator and banks/prime brokers.· Open brokerage, bank accounts and lines of credit.· Onboard all selected service providers and integrate each into the client's operations prior to fund launch.· Establish key policies and procedures including valuation policies, cash management controls, etc. · For management company clients, prepare financial statements, cash forecasts and budgets. · Provide treasury management services for both fund entities and management company entities, including allocation of expense and processing of payments.· Oversee the annual audit and tax preparation process for all client entities, including draft footnotes when necessary.· Liaise with clients' external auditors, administrator, HR/payroll, compliance and other service providers.· Evaluate current financial and accounting processes for clients, propose improvements and help coordinate implementation efforts.· Assist clients with special and ad-hoc projects.· Provide operational support for clients and advise on various issues as they arise.· Lead service delivery and act as main point of contact for client relationships.· Develop and oversee staff in delivery of services.
Required Experience, Skills and Qualifications
· 5-9 years of experience in alternative investment management industry (Hedge Fund, Private Equity)· Minimum of a Bachelor's degree in Accounting/Finance · CPA is a plus· Advanced Excel skills· Exceptional attention to detail· Desire to be part of an entrepreneurial environment and to help build a growing firm into a best-in-class industry partner· Experience that demonstrates the ability to define, create and implement processes and procedures from the ground up· Solutions oriented mindset with the ability to effectively use all available resources to solve challenging problems· Ability to work in fast paced environment while effectively prioritizing tasks for multiple clients· Ability to communicate effectively with clients and team members in a manner that instills trust and confidence · Awareness of one's own impact on culture and a natural inclination to be a champion of best practices and to lead by example We value diversity and are committed to making hiring decisions based on the skills and experience needed to be successful in this role. We are an equal opportunity employer and we welcome your application!
Chief Financial and Operating Officer
Finance director job in Arlington, TX
Our client seeks an experienced nonprofit executive to oversee the day\-to\-day management of our team, operations, and finances. Reporting directly to the CEO, the Chief Financial and Operating Officer (CFOO) will be responsible for supervising all financial systems, personnel support, IT, facilities, and operations. The CFOO will lead and manage a team of 32 full\-time and part\-time staff members, as well as vendors, fostering an inclusive and collaborative work environment and ensuring they have the necessary resources and support to achieve their objectives. As a key member of the senior leadership team, the CFOO will participate in crucial decisions regarding the organization's strategy, personnel, programs, and partnerships. This full\-time position is based in our Arlington, VA office.
The ideal candidate will have a proven track record of effectively managing and innovating the operations of a rapidly growing nonprofit organization. They should be a creative problem\-solver who excels at identifying solutions and focusing on achievable goals. As a seasoned leader, the CFOO must demonstrate a strong commitment to establishing systems and fostering a workplace culture that values integrity, inclusivity, equity, and teamwork.
Responsibilities will include:
Operational Leadership and Innovation:
Provide leadership and management of day\-to\-day operations to ensure DTI achieves its mission and objectives.
Implement best practices and innovative ideas to enhance the efficiency of internal systems, policies, and procedures.
Serve as a strategic advisor to the CEO, contributing insights on critical strategic and operational issues as a senior member of the leadership team.
Financial Management and Strategy:
Oversee the Controller to ensure a smooth annual budgeting process, clean annual audit, timely 990 filing, and accurate financial reporting.
Collaborate with external accounting and audit firms and support the Board finance committee.
Create and deliver clear and accurate financial reports.
Provide strategic guidance to the CEO and Board on financial matters, including forecasting, planning, and risk management.
People and Culture:
Foster a diverse, inclusive, and equitable organizational culture where every team member feels valued.
Manage the human resources function and develop a comprehensive people strategy for recruiting, developing, and retaining a diverse and qualified staff.
Oversee HR consultant to ensure successful execution of all HR administrative practices, such as payroll, scheduling, health insurance, recruiting, and onboarding.
Information Technology:
Supervise the IT consultant to ensure secure and effective technology operations.
Evaluate the current technology infrastructure and identify opportunities for innovation.
Requirements
At least ten years of experience leading the finances and operations of a lively nonprofit organization, which includes managing HR and IT tasks.
Experience in guiding, coaching, and nurturing a team to achieve outstanding results.
Familiarity with Quickbooks Online and Salesforce software.
Proven track record of creating and executing fresh policies, procedures, and systems to enhance an organization's efficiency.
Excellent communication skills, both verbal and written, and the ability to interact effectively with others.
A knack for creative problem\-solving and the ability to adapt to different situations.
A collaborative approach to work, with a talent for building agreement among team members.
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Chief Financial and Operations Officer
Finance director job in Van, TX
ABOUT GREENPEACE Greenpeace is a global, independent campaigning organization that uses peaceful protest, creative communication and people power to expose global environmental problems and promote solutions that are essential to a green and peaceful future. In just the past year, we've secured a Global Oceans Treaty to protect wildlife and people who depend on healthy oceans. We persuaded the Biden Administration to phase out single-use plastics from federal operations. And we safeguarded healthy spaces, from national marine sanctuaries to bans on seabed mining to stopping liquefied national gas terminals poisoning Gulf Coast communities. Our work spans more than 50 years of fights and successes.
As an independent campaigning organization, Greenpeace does not accept funds from any corporations or government entities. The global Greenpeace network is headquartered in the Netherlands, with offices around the world in over fifty countries. Greenpeace USA is headquartered in Washington, DC.
Greenpeace USA CFOO Leadership Profile | BoardWalk Consulting Greenpeace USA is proud to partner with BoardWalk Consulting in our search for a Chief Financial and Operations Officer. We are seeking a CFOO who is an experienced, adaptive leader with a passion for environmental justice to lead in this demanding time. Learn more about this opportunity in the Leadership Profile: ******************* USgjw APPLICATION DIRECTIONS:
For potential consideration or to recommend a prospect, please email appropriate materials to ****************************** or call Michelle Hall, Patti Kish or Terri Kohan at ************. For the current status of this and other searches, please visit ****************************
If you want to save the world from climate change and believe in environmental and social justice, please submit an application on our careers page. Applications will be reviewed on a rolling basis and will conclude once we have found the best candidate.
Greenpeace is an Equal Opportunity Employer and does not discriminate on the basis of race, color, class, sex, gender, sexual orientation, disability, family/marital status, religion or other protected classes. We strongly encourage applications from marginalized communities. If you require assistance applying to this opportunity, please contact **************************.
Only applicants eligible to work and live in the United States without any legal restrictions need apply for this opportunity.
Auto-ApplyTreasurer
Finance director job in Dallas, TX
The Treasurer is responsible for developing and executing the organization's treasury strategy, including forecasting, cash management, liquidity, investments, financial risk management, and developing strong relationships with banking and capital markets partners. This leader will own all activities related to consolidating treasury functions for acquired entities and ensuring the appropriate infrastructure is in place to support future growth. This position reports to the Chief Financial Officer, will have significant exposure to PE sponsors, and will work closely with the finance and accounting teams to support strategic decision-making related to financial planning and capital structure.
Essential Duties/Responsibilities:
Cash and Liquidity Management
Monitor daily cash flow, liquidity requirements, and opportunities for investment to ensure sufficient funds are available to meet operational and financial obligations, while optimizing interest income, interest expense, and bank fees.
Manage 13-week cash forecasting models to predict short-term and long-term cash needs, adjusting for variances in business activities.
Manage the company's debt portfolio, including scheduling repayments, managing interest rate risks, and optimizing debt structure.
Prepare and present treasury reports to senior management and PE sponsors, highlighting key metrics related to cash flow, liquidity, and financial risk.
Provide analysis of key financial trends and recommend strategies to improve cash management and optimize working capital.
Financial Risk Management
Identify, assess, and mitigate financial risks related to liquidity, interest rates, and credit exposure.
Oversee trade finance including surety bonds, bank guarantees, and letters of credit.
Develop and implement strategies to hedge against risks (e.g., through derivatives or other financial instruments) where appropriate.
Bank and Capital Markets Relationship Management:
Manage relationships with banks and other financial institutions to ensure efficient execution of treasury operations, including cash management, financing, investments, and payment processing including credit cards, real time payments, and e-checks.
Negotiate banking and merchant services agreements, fees, and credit facilities to ensure the company receives the most favorable terms.
Oversee and maintain a strong relationship with the company's credit providers, including monitoring compliance with covenants and reporting requirements.
Evaluate refinancing and financing opportunities, working closely with senior leadership to recommend strategies for debt issuance or repayment.
Leadership and Collaboration
Oversee the development and maintenance of treasury policies and procedures to ensure compliance with regulatory requirements and industry best practices.
Develop and implement internal controls to safeguard cash and ensure that all treasury operations are executed efficiently and securely.
Develop and implement the company's investment strategy for surplus cash, balancing liquidity, risk, and returns.
Drive a culture of continuous improvement within the treasury function by identifying opportunities to improve processes and leverage technology.
Lead and advocate for the treasury team in the evolving ERP/TMS environment to determine best practices and infrastructure support needed to support future operations.
Lead and develop a high-performing treasury team, providing guidance and mentoring to enhance the team's capabilities.
Ensure ongoing training and development for treasury staff to stay updated on best practices, regulations, and market conditions.
Collaborate with the accounting team to ensure proper cash, investment, and debt reporting.
Collaborate with legal, tax, accounting and FP&A in preparing intercompany notes to support cash pooling initiatives while minimizing tax implications.
Support financial planning and analysis (FP&A) in preparing cash flow forecasts and long-term financial plans.
Working Conditions:
Hybrid position
Occasional work outside normal business hours as needed
Occasional travel as needed
Minimum Requirements:
Bachelor's degree in finance, accounting, or related field
7-10 years of experience in treasury, cash management, or corporate finance
Experience in managing treasury functions for a multinational or large organization is a plus.
Strong knowledge of cash forecasting, banking relationships, and investment strategies.
Familiarity with treasury management systems (TMS) and financial software (e.g., Microsoft Dynamics, Sage, Kyriba).
Must be able to communicate in English effectively, both verbally and in writing
Valid driver's license required
Preferred Qualifications:
MBA
CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional)
Industry experience in consumer services, construction
Additional Knowledge, Skills and Abilities:
In-depth understanding of financial markets, investment products, and financial risk management.
Strong analytical and problem-solving skills with a high degree of attention to detail.
Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders.
Proven ability to manage multiple tasks in a fast-paced environment, with strong project management and organizational skills.
Advanced proficiency in Excel, financial modeling, and cash flow forecasting.
High level of integrity, ethics, and professionalism in managing financial resources.
Strategic thinker with strong decision-making capabilities.
Ability to work collaboratively across functions and departments.
A proactive approach to identifying opportunities for process improvement and risk mitigation.
Positive attitude and desire to be a team player
Flexibility to work outside of normal business hours as needed
Ability to work independently and collaborate as key contributor
Safety mindset and acceptance of a safety culture
Airtron is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Auto-ApplyTreasurer
Finance director job in Texas
QUALIFICATIONS:
Bachelor's degree from a recognized, accredited college or university with a major in accounting, finance, or related field.
Minimum of five (5) years' experience in an accounting office, school district accounting office preferred.
Experience in banking, investments, securities or other treasury functions preferred.
Experience in bond and arbitrage administration preferred.
Ability to analyze and interpret financial data, evaluate accounting transactions, and recommend improved procedures.
Demonstrated knowledge of governmental accounting and auditing principles established by the Governmental Accounting Standards Board (GASB).
Ability to multi-task, organize, and prioritize projects.
Self-motivated with strong communication and interpersonal skills.
TERMS OF EMPLOYMENT: Probationary/Term Contract: 250 days
SALARY:
$78,206 (BA-5)
Salary Range (based on experience) as set by the Board of Trustees for the school year
ESSENTIAL FUNCTIONS:
Manage the investment of district funds in accordance with Public Funds Investment Act and all federal, state, and local policies.
Prepare and maintain accounting records of District investments, banking, and related transactions, ensuring timely and accurate entry into the general ledger.
Assist in bond administration, including debt services, arbitrage reporting and compliance with all reporting regulations.
Monitor District's daily banking activities and collateralization of bank balances.
Monitor District's cash to ensure cash is adequately secured and has available funds to fulfill financial commitments.
Prepare monthly, quarterly, and annual reports on the status and performance of the investment portfolios.
Prepare comprehensive reports detailing cash flow analysis, fund comparisons, and financial forecasts across all District accounts.
Oversee the execution and retention of agreements between the District and brokers involved in investment transactions.
Serves as the security administrator for all banking system modules, overseeing access controls and ensuring compliance with policies and procedures.
Prepare the depository bid and manage the banking relationship to support the operational needs of the District.
Identify and evaluate new investment opportunities and cash management strategies that comply with state regulations and improve the District's financial returns.
Review, update, and document District's cash and investment policies to facilitate efficient cash management.
Perform other duties as assigned by the Director of Financial Services.
WORKING CONDITIONS:
Mental Demands/Physical Demands/Environmental Factors:
Maintain emotional control under stress. Occasional district-wide travel; frequent prolonged and irregular hours.
INQUIRIES:
Adam Leal, Director, Financial Services
*******************
APPLICATION INFORMATION:
Human Resources
************
DEADLINE TO APPLY:
Until filled
All applications will be reviewed.
Not all applicants will be interviewed.
Hiring Managers may choose to email you regarding this application. Please monitor your email regularly for any communication.