Finance Director Jobs in Little Elm, TX

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2+ years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Our Chief Financial Officer will report to the General Manager, with a dotted line to our holding company's executive management. This position will work with our company's management team to drive corporate strategy development, providing financial and overall business oversight for the company. Benefits: Pay: $150k - $200k / year Medical, Dental, and Vision health insurance elections Voluntary STD and Life, Accident, Hospital Indemnity, and Identity Theft options 401K with a 4% company match• Basic Life Insurance, Long Term Disability Insurance, and AD&D Insurance offered at no cost Paid Time Off Online pay stub and W2 access Key duties include: Management company's finance department Ensure that financial information is produced accurately and timely; Develop, implement, and refine policies, systems, and procedures that enhance corporate effectiveness and operational efficiency; Act as an advisor on financial aspects of all organizational contracts and obligations Become an expert in systems used to run the business (we use QuickBooks for accounting and other apps operations) Assist the Holdings companies Chief Financial Officer with company forecast, budget and tax related matters Perform special projects as requested by management; and Perform all other duties as assigned. Requirements: Proven experience as a Chief Financial Officer or Controller Prior propane/fuel or HVAC experience is desired Proven ability to be hands-on, working directly in the trenches while also leading from a strategic level. Bachelor's degree in Accounting CPA preferred At least ten (10) years of related experience, which must include direct support/interaction with operations departments Supervisory experience with a consistent track record of meeting closing and other deadlines Strong knowledge of US GAAP Results and goals oriented, capable of working in a fast-paced, entrepreneurial environment

The Organization Housing Forward, formerly Metro Dallas Homeless Alliance (MDHA), is at the forefront of historic progress, defying national trends on homelessness, and rehousing more people than ever in our region. Founded in 2002 to serve as a collective voice for homelessness in Dallas and Collin counties, the nonprofit leads in the development and implementation of an effective homeless response system to make homelessness rare, brief, and non-recurring in Dallas and Collin counties. The organization works together in collaboration with the 150-member All Neighbors Coalition to lead system-wide strategies for ending homelessness in the community it serves. The All Neighbors Coalition partner organizations provide critical resources and support directly to individuals, veterans, youth, and families experiencing homelessness. In 2021, Housing Forward underwent a system transformation. The organization aligned investments to focus on reducing unsheltered homelessness. This work has led to three consecutive years of reductions in homelessness, even as most major cities are heading in the opposite direction. By 2024, together with our partners, we reduced unsheltered homelessness in Dallas and Collin counties by 24%, rehoused nearly 14,000 people, and closed more than 28 encampments. There is more work ahead. To ensure continued progress, Housing Forward launched a $30 million public-private initiative to maintain the historic pace of rehousing, with a focus on resolving street homelessness, beginning with the urban core. The “Street to Home” initiative has seen early success, including housing more than 100 people living Downtown in under 100 days. The program will continue in Downtown and throughout Dallas and Collin counties in the months ahead. Services and Impact To meet the needs of the communities it serves while accomplishing its goals, Housing Forward has developed several programs focused on utilizing data to inform strategy and coordinate the response of stakeholders. Programs include the following. Coordinated Access System (CAS) . Housing Forward ensures through the Coordinated Access System (CAS) that people experiencing homelessness are identified, assessed for their needs, referred to resources, and connected to housing. The CAS allows the community to streamline and coordinate services from providers across Dallas and Collin Counties which helps the system work efficiently for those who need it. Flex Fund . Flex Fund Pays for minor but impactful fees that can end a person's homelessness.The Flex Fund is 100% dependent on donations. Expenditures can include but are not limited to access to critical documents, security deposits, move-in fees, pet deposits, basic furniture, household items, rental arrears, and utility assistance. Homeless Management Information System (HMIS) . SA Homeless Management Information System (HMIS) is a local information technology system used to collect data from service providers serving individuals or households experiencing or at risk of homelessness. Housing Forward provides HMIS access, training, and technical support to all partners serving unhoused individuals and families. Landlord Engagement . Housing Forward has a Landlord Incentive Program which is designed to make units available to rent to prescreened tenants, in eligible programs, by removing financial barriers. Housing Forward seeks to work with landlords and property owners to secure units they have available for unhoused individuals and families. When they participate in the program, they receive financial incentives and the satisfaction of being part of the solution to ending homelessness in Dallas and Collin Counties. Point-in-Time (PIT) Count . Once a year, along with communities across the country, Housing Forward takes a census of unhoused neighbors. The Point-in-Time (PIT) count, a requirement under Federal Law, helps communities understand the extent of homelessness, changing trends, and the measure of their success. Street to Home . Housing Forward works alongside the All Neighbors Coalition and municipalities in Dallas and Collin Counties to resolve encampments in those communities. “Street to Home” is an encampment response that is a relationship-led strategy facilitated by street outreach workers, who help neighbors connect with permanent supportive housing, and supportive services, including intensive case management, to ensure a successful transition into housing. Training and Learning Management System . Housing Forward's team creates customized content to meet the training needs and requests of its homeless response system. Leveraging the technology of a learning management tool Housing Forward can provide in-person, virtual, and on-demand training for direct care service providers. Governance & Revenue Governed by a 16-member board of directors and staffed by 37 full-time and 1 part-time team member, Housing Forward has an annual budget of approximately $23 million, which derives from $10 million in federal funding, $11 million in local City funding, and $2 million in membership fees and private fundraising. The Opportunity At a critical juncture in the organization's history and with the arrival of a new President and Chief Executive Officer (CEO) in 2024, Housing Forward seeks a strategic and effective Chief Financial Officer (CFO) to serve as the CEO's right hand in all matters of finance and administration. In addition to building a team of professional staff to support Housing Forward's future growth, the CFO will work with the CEO and Chief Program Officer to develop and implement the agency's vision and mission, allowing Housing Forward to continue its pursuit of making homelessness rare, brief, and non-recurring in Dallas and Collin Counties, while laying the groundwork for sustainable evolution. Housing Forward is also growing in its role as a financial intermediary for funding secured on behalf of the homeless response system to provide backbone support for grant administration. The CFO is central to the agency's strategic plan to scale fiscal agent duties across a portfolio of federal and local grant programs. This includes taking on complex financial management, including centralized rent and program administration, and ensuring the contracting and payment processes are as effective and efficient as possible. To take on more grant compliance and provide financial infrastructure for its numerous constituents, Housing Forward seeks a talented systems-thinker to better realize the potential that the homeless services community possesses. Strong nonprofit leaders abound within the All Neighbors Coalition, requiring a charismatic but empathetic executive who understands others' perspectives and can drive consensus toward a collective, strategic, and long-term agenda. Similarly, she/he will need to be able to earn the trust and respect of civic leaders and elected officials, necessitating a strategic mind and political savvy. Reporting to the CEO and supervising three direct reports and a total staff of 13 staff, the CFO is responsible for developing, guiding, and implementing Housing Forward's financial strategy and overseeing agency operations. The CFO will provide strategic financial guidance to the executive team and ensure Housing Forward's financial health and stability. This includes ensuring the agency remains in compliance with financial policies and procedures and regulatory requirements. Essential Functions & Responsibilities Financial Management Develop and implement financial strategies, goals, and policies. Lead Housing Forward's annual budget process, working alongside the executive team and department leads, to set the strategy and build an ambitious and efficient budget for each fiscal year. Work with the department leads to ensure accurate forecasting and budget management throughout the year. Lead the creation and review of financial management reports and manage regular financial reporting to the Board and executive team. Works with Housing Forward's Finance and Audit Committee to ensure strong governance and performance of the organization. Provide financial analysis and recommendations to support key agency decisions. Oversee the accounting function and accounts payable and ensure accuracy and compliance with relevant regulations. Manage relationships with financial institutions, auditors, and other external stakeholders. Maintain agency financial policies and procedures and ensure efficiency and effectiveness in financial operations. Oversee and provide direction to staff on contracts and grant management, including sub-recipient monitoring and grant reporting. Oversee and provide direction to staff on Flex Fund and other program administration. Lead the finance and operations team, including providing strategic direction, coaching, and professional development to direct reports. Operations Supervise the Director of Operations and partner with the CEO to oversee all operational activities. Ensure the Director of Operations works with Leadership to ensure operations and initiatives align with Housing Forward and All Neighbors Coalition goals and priorities. Partner with the executive team to oversee the Director of Operations in executing human resources, including training, capacity building, performance evaluation, and professional development strategies. Support staff in leading asset management, IT and facility services, and grants and contract management. Maintain equitable and effective staff recruitment and retention standards and procedures. Partner with the CEO and executive team to oversee the development and implementation of strategic operational plans, setting clear and achievable KPIs to measure success and drive continuous improvement.

We have partnered with our client on their search for a VP FP&A. The role will have ownership of corporate FP&A, managing a small team for a well-established and highly stable low-middle market multi-site organization with strong organic year-on-year growth. This is a broad role for a commercially savvy finance professional to be an active and key part of the corporate finance function, directly supporting the CFO and broader C-suite. Additionally, this position will be actively involved in data analytics, ad hoc reporting and KPIs, requiring high level support of strategic decision-making while being technically hands-on. There will be additional exposure to M&A transactions as the company continues to grow organically and in-organically. The organization has a highly regarded company culture, a hybrid working arrangement and comprehensive benefits. Responsibilities: Corporate forecasting and planning Corporate analytics and reporting M&A deal support Short-, medium- and long-term forecast modeling Support of operational and commercial business decision making Manage a smaller team Develop and roll-out policies/procedures Identify and implement efficiencies and improvements SE# 510705915

StevenDouglas has been retained on an exceptional Director of FP&A career opportunity in Dallas, Texas. Who are we seeking ? An absolute “A” player with energy, drive and dedication 12-15 years of experience total, with 4-5 leading the FP&A function Prior PE backed company experience in a high growth services company Experience with an "exit" is a HUGE plus. Reporting to a fantastic CFO, this role will lead the FP&A function for this PE backed company. This will encompass assembling, accurately reconciling and reporting weekly, quarterly and annual financial and operational metrics to internal management and externally to the Board and lenders. This role will provide financial insights and strategic guidance to support the company's decision-making processes. This position is responsible for leading the accurate assembly and reporting of operational KPI and financial performance metrics including providing insights and leading operational reviews with business unit leaders as well as providing ad hoc analysis and insights to internal and external constituents. The FP&A Director will collaborate closely with the CEO, CFO, PE Sponsor as well as cross-functional teams to drive performance, identify opportunities for improvement, and maintain a robust financial planning, analysis and reporting process. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. Minimum 10-15 years of experience in financial planning and analysis or related finance roles. Minimum 5 years in an FP&A leadership role. Proficiency in financial modeling and advanced knowledge of Excel. Experience with financial planning systems.

This job is part of the Financial Planning and Analysis job function at Centersquare DC, responsible for the short and long-term financial planning and analysis of business operations. The Senior Director FP&A will assist with providing oversight and strategic direction to the department responsible for planning, forecasting, and budgeting activities. Supports the CFO and SVP of Finance and will play a critical role in managing and analyzing financial data, providing actionable insights, and developing comprehensive presentations for the C-Suite, and the Centersquare DC Board of Directors. This position requires a strategic thinker with a deep understanding of financial management, excellent analytical skills, and the ability to communicate complex financial information clearly and effectively. KEY RESPOSNSIBILTIES - for this position include but are not limited to: Financial Reporting & Analysis: Prepare and analyze financial statements, reports, and forecasts to support business objectives. Develop and maintain financial models that enhance decision-making capabilities. Identify key financial metrics and trends, providing data-driven insights and strategic recommendations. Establish processes and analyses which enable the company to assess realization of prior business case projections (e.g., Capex projects, acquisitions, other initiatives, etc.) Budgeting & Forecasting: Review, interpret, and present the annual operating budget and budget progress reports in collaboration with department heads to the Executive Team. Develop long-term financial forecasts and conduct scenario analyses to guide planning and investment decisions. Provide clear visibility into budget utilization, committed spend, available funds, and cash flow Prepare deal approval analyses to support the decision-making and approval process. Board & Executive Presentations: Create comprehensive financial presentations ensuring clarity and impact. Drive the development of annual operating plans, quarterly and monthly forecasts for BU's expenses, and provide continuous analysis of actual performance versus forecast. Collaborating with FP&A team leads to ensure financial accuracy, optimize spending, and drive data-backed decision-making. Lead operational improvements by enhancing reporting dashboards, conducting trend analyses, and delivering actionable insights for executive leadership. Financial Strategy & Planning: This role requires a hands-on approach, combining analytical rigor with strategic vision to influence high-impact financial decisions and ensure financial excellence across the organization. Collaborate with Accounting and Procurement teams to enhance financial monitoring and reporting. MINIMUM REOUIREMENTS: Bachelor's degree in finance, Accounting, or a related field; MBA, master's degree or CPA preferred. Proven experience 10+ years of experience in FP&A/corporate finance or strategic finance role in financial management, analysis, and reporting. Deep understanding of financial planning, budgeting, forecasting, and financial modeling. Advanced skills in Excel, SAP, NetSuite and other financial planning Tools. Strong problem-solving abilities, data-driven decision-making, and ability to provide actionable financial insights. Strategic mindset with high ethical standards, aligning financial planning with business goals in a fast-paced environment. Exceptional ability to convey complex financial information to executive leadership and board members. Skilled leader with a proven track record of driving cross-functional collaboration, influencing stakeholders, and managing high-performing teams. Thrives in dynamic environments with a high level of integrity, professionalism, and a strategic mindset, effectively aligning financial planning with business objectives. Demonstrated leadership and team management skills, paired with enthusiasm and a talent for building strong relationships. The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements. This management position will be required to execute a Confidentiality, Non-Disclosure and Non-Compete Agreement.

The ideal candidate will contribute to the overall success of the organization by effectively managing all financial tasks. They will oversee the financial operations of the business and provide frequent financial reports. They will also assure strict adherence to financial regulations and compliance. Responsibilities Maintain accurate financial statements and reports Ensure compliance with internal financial and accounting policies Oversee all payroll functions Effectively maintain all financial records Qualifications Bachelor's degree in Accounting or related field 5+ years' of experience in finance or accounting CMA designation Strong communication and analytical skills

Key Responsibilities: Financial Planning and Budgeting Lead the annual budgeting process, collaborating with department heads across the organization to develop detailed, realistic, and aligned operational and financial plans. Provide training and guidance to departmental teams on budget preparation, financial forecasting techniques, and variance analysis, ensuring accurate and timely submissions. Consolidate and review department budgets, performing detailed analysis and challenging assumptions to ensure overall budget integrity and alignment with corporate goals. Present the final budget proposal to senior management and the board of directors for approval. Forecasting and Scenario Analysis Develop and maintain financial forecasts on a monthly basis, integrating sales projections and operational metrics. Update forecasts regularly to reflect changing business conditions and market dynamics. Conduct in-depth scenario analysis, exploring various “what-if” scenarios related to business strategies, market fluctuations, and economic uncertainties. Present findings and implications to management, enabling proactive decision-making and risk mitigation. Build and maintain relationships with key business stakeholders to gather relevant data and insights for accurate forecasting, ensuring cross-functional alignment and buy-in. Financial Analysis and Performance Monitoring Continuously monitor and analyze the company's financial performance against budget, forecast, and historical trends. Prepare detailed monthly, quarterly, and annual financial reports, highlighting key performance indicators (KPIs), variances, and trends. Perform root cause analysis on significant variances, identifying operational and financial drivers and recommending corrective actions or strategic adjustments. Conduct ad-hoc financial analyses to support specific business initiatives, investment decisions, or strategic projects, providing actionable insights and recommendations. Cooperate with product-line finance team in China, conduct end-to-end profit analysis, provide financial support for whole BG from group perspective. Business Partnering and Strategic Support Act as a trusted financial advisor to senior management and department leaders, providing financial expertise and strategic insights during the planning and decision-making processes. Participate in strategic planning sessions, contributing financial analysis and perspectives to shape the company's long-term growth strategies, product launches, market expansions, and capital allocation decisions. Evaluate the financial viability and return on investment (ROI) of new business opportunities, projects, and initiatives. Provide financial models and risk assessments to support go/no-go decisions. Collaborate with other departments, such as sales, marketing, operations, and R&D, to understand their financial needs and challenges, and develop customized financial solutions and performance metrics. Process Improvement and System Enhancement Identify opportunities to streamline and improve financial planning and analysis processes, reducing manual efforts, enhancing data accuracy, and increasing efficiency. Implement best practices and automation tools where applicable. Work closely with IT team and HQ FP&A team to enhance and optimize financial systems, ensuring data integrity, integration, and accessibility for FP&A activities. Participate in system upgrades, migrations, and implementations related to budgeting, forecasting, and reporting. Continuously evaluate and update financial policies and procedures related to FP&A to ensure compliance with accounting standards, regulatory requirements, and internal controls. Qualifications and Skills: Bachelor's degree or above in Finance, Accounting, Economics, or a related field. Professional certifications such as Certified Public Accountant (CPA) is highly desirable. 5-10 years of progressive experience in financial planning and analysis, preferably in whole sale or retails industry. Proven track record of leading the budgeting and forecasting processes, developing financial models, and providing actionable insights to drive business performance. Experience in partnering with senior management and cross-functional teams to support strategic decision-making and business growth initiatives. Advanced proficiency in financial modeling and analysis using Excel, with the ability to build complex financial models, perform sensitivity analysis, and use advanced functions and macros. Strong knowledge of accounting principles, financial reporting standards (GAAP/IFRS), and corporate finance concepts. Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into clear, actionable business recommendations. Excellent communication and presentation skills, both written and verbal, with the ability to effectively communicate financial information to non-financial stakeholders at all levels of the organization. Demonstrated leadership and team management capabilities, including the ability to mentor and develop junior analysts, and manage multiple projects simultaneously.. Ability to thrive in a fast-paced, deadline-driven environment, handling multiple priorities and adapting to changing business requirements.

Required Qualifications: Bachelor's Degree or foreign equivalent, will consider work experience in lieu of a degree. Information Technology experience. Experience in software development life cycle 6+ years of experience in workday ERP implementation or support projects and relevant experience in ERP domain in implementation / support projects related to workday application Candidate should be proficient in all the delivered ERP processes and reports, suggest best practices. Hands on experience in working on workday cloud projects Should have experience in Finance Modules (AP, GL, Procurement, Costing, Expenses, Fixed Assets, payment, etc) Proficient in implementing IT/business solution in workday cloud building integrations, reports, customization of business process utilizing native workday tools. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications: Experience in working in teams on large and complex ERP projects Should be able to drive customer discussions independently and act as trusted advisor for advising industry best practicians and desire to work in a global delivery environment Ability to communicate complex technology solutions to diverse teams namely, technical, business and management teams Expertise and responsible for providing consulting service to support all aspects of workday cloud systems implementation including business flow understanding and documenting Knowledge and experience with full SDLC lifecycle. Knowledge of agile practices and ability to implement the project in agile mode and experience and desire to work in a global delivery environment Excellent communication / presentation / verbal and written communication skills.

Our Client is looking for a Controller to lead their accounting team and streamline operations. If you thrive in fast-paced environments and excel at driving efficiency, this role is for you! Key Responsibilities: Lead and develop the Accounting team. Drive month-end close with aggressive timelines. Delegate effectively Ensure compliance and maintain high-performance standards. Qualifications: CPA with proven team leadership experience. Expertise in NetSuite Strong background in A/R process improvement and digital transactions. Ability to work autonomously and deliver results under tight deadlines.

Finance/FP&A Manager (Individual Contributor) Direct Hire Addison, TX (Hybrid) Responsibilities: Will be working with the VP/CFO on budgeting, forecasting as well as related reporting and analyses for management. Data mining/analysis and Key Performance Indicator (KPI) analysis & reporting. Provide accurate and timely projections and reporting of financial and KPI data to support senior management business operations decisions. Provide dedicated financial and analytical support for key stakeholders, including annual budgeting, regular forecasting, and variance analyses Identify the key financial and performance indicators and track performance against these metrics Assist in developing financial models and analyses that support on-going business operations and strategic initiatives Partner with Business Intelligence in gathering financial and KPI data to develop robust and summary level reporting for key stakeholders Assist in preparing materials for Board and Capital Partners Special/Ad-hoc projects and analysis as requested Build models for new unit underwriting and asses the performance of previously underwritten projections Evolve company's internal underwriting, reporting and tracking processes Cross-functional partnering for reporting and analysis on Key Ops metrics Trend analysis using charts and graphs to visualize opportunities and risks Analyzing data to allow for proactive approaches for operational improvement Requirements: Bachelor's degree in Business, Finance, Economics 10+ years of finance work experience 7+ years' experience in financial modeling, analysis and reporting required...involving the use of advanced spreadsheet functions, databases, and reporting tools Strong understanding of accounting and finance principles Expert knowledge of Microsoft Office; exceptional modeling and Excel skills Ability to present and solve complex ideas, reports, and proposals to financial and non-financial leaders with varied responsibilities - knowledge of Microsoft PowerPoint Estimated Min Rate: $90500.00 Estimated Max Rate: $125000.00

Workday Adaptive Planning Administrator (Adaptive Planning) I'm working with a software development company who is hiring for an administrator Workday for Adaptive Planning!! This company is looking to hire a senior financial analyst who is an expert in Workday Adaptive reporting and dashboard planning. Specifically, FP&A Adaptive candidates who have strong modeling skills! This role will be remote, reporting to the Manager of FP&A. Job responsibilities: Workday Adaptive Planning Administrator Ideal candidate will act as primary administrator for Adaptive Planning Building new financial models and creating financial projections Prepare and distribute accurate and insightful financial reports, KPIs dashboards, etc. Utilize Adaptive Planning to improve financial processes and increase efficiency Job requirements: Bachelor's degree in finance, accounting, or equivalent Minimum 3 years' experience in finance Prior experience in Adaptive Planning administration, strong integration skills Ideal candidate requires strong modeling skills Workday Adaptive Planning Certification is a plus! Why join? This is an exceptional opportunity for a Workday Adaptive Planning expert to experience the entrepreneurial spirit of a company that is leading an exciting industry! This company is looking for full-time employees and provide a comprehensive benefits package, 401k match, paid time off, paid company holidays, and sick leave absence. Apply below!

At Canadian Solar, our vision is to make lives better by bringing electricity powered by the sun to millions of people worldwide. As a leading manufacturer of solar panels, inverters, and energy storage solutions, we've been an industry front-runner since our founding in 2001. Our commitment to sustainability is reflected in all parts of our organization as we navigate the complexities of a booming industry. Throughout Canadian Solar's subsidiaries, e-Storage, Recurrent Energy, MSS and CSI Solar Co., we invest in our employees' growth. Our training programs and promotional opportunities ensure we all can continue to learn. We understand the importance of work-life balance and provide various flexible work options to support our employees' well-being. Join our team to "Make the Difference" by creating a lasting positive impact on the world and the communities where we operate. To view more opportunities, check out our careers page ******************************** Position Summary: Canadian Solar is searching for our first every Manager of Customer Financing to support our fast growing Residential Energy Storage product. The ideal candidate needs to lead the strategy development, formation, build out, and operational execution of the customer financing and Leasing Operations. The primary focus is the deployment of financial products and programs that can be used by Canadian Solar installation and distribution partners to enhance the affordability of energy management solutions in the residential segments. Key responsibilities: Collaborate with finance institutes, leasing companies to develop financing plans/options for customers Support sales and marketing team to develop business and promotion plan Provide customers with financing options, terms, or other product recommendations based on their requirements and qualifications Study related tax policies, especially the policies for renewable energy, and full utilize the tax benefits for both company and customers Prepare and finalize all documents required for each financing type in compliance with regulatory policies and procedures Professional Qualifications: Bachelor's degree or above, in accounting, finance or economics Minimum of 5 years of work experience in project financing, finance analyst in renewable energy industry Strong skills in analytical thinking, priority-driven execution, and team collaboration Bilingual skills in written and spoken Chinese and English is preferred, but not required Compensation & Benefits Canadian Solar offers a competitive salary plus fully comprehensive benefits and performance bonus package based on an annual objective achievement. Our generous benefits package includes a 401(k) Retirement Plan, medical/dental/life/disability program, PTO and sick days. The pay range for this position is $97,000 - 120,000. This range represents annual base salary only, without regard to location, and does not include bonus or other incentives or benefits that may apply. The pay range for this role is subject to change. Canadian Solar Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status.

Integrative Emergency Services, LLC (“IES”) is seeking a Finance Manager. This role will be responsible for leading a small team and ensure the timely and accurate submission of financial deliverables for IES and the multiple clients we support. Deliverables include routine reporting and and analysis and ad-hoc reports and projects. Will be interfacing with internal and external clients regarding financial performance and success. Will be responsible for developing and maintaining financial reporting systems & processes across the enterprise. Will be required to work a Hybrid schedule at the corporate office in Dallas, TX, 75244. IES is dedicated to cultivating best practices in emergency care, providing comprehensive acute care services, creating value, and supporting patients, employees, clients, providers, and physicians in pursuit of the highest quality health care. ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Others may be assigned. Manage and review month-end close entries to ensure accuracy and compliance. Lead, build and develop a team of high-performing professionals. Oversee and refine monthly operating presentations to enhance clarity and relevance for management and stakeholders. Improve company's financial performance by analyzing results, monitoring variances, identifying trends, and recommending actions to management. Assist in the strategic planning process by providing financial insights and projections that support long-term business goals, including scenario modeling and sensitivity analysis. Manage financial and analytical initiatives and processes to provide excellent client support. Perform ad hoc analysis and analysis around different business units. Perform Pro Forma analysis of various initiatives, participate in the entity budget planning processes, and oversee additional projects. Lead in the development of complex models in support of business development and existing clients who may add services. Regularly conduct variance analysis between actual financial performance and budgeted targets, providing detailed explanations and actionable insights for deviations. Interface with and inform clients of financial results and provide requested analysis and recommendations in support of business initiatives. Interface with external vendors and clients to acquire and manage data sources. Collaborate with other business departments (operations, accounting, etc.) on joint projects. Share expertise, providing technical mentorship and cross-training to other peers. Perform other duties as assigned SUPERVISORY RESPONSIBILITIES This position carries out supervisory responsibilities in accordance with guidelines, policies and procedures and applicable laws. Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. QUALIFICATIONS Knowledge, Skills, Abilities: 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. Strong communication, interpersonal and organizational skills, including able to communicate complex financial information to employees at various levels of the organization Detail orientation Ability to manage multiple priorities Strong customer service orientation Ability to use discretion and confidentiality Strong analytical skills Ability to read, write and speak English proficiently Ability to work in a fast-paced, deadline driven work environment Advanced proficiency with MS Office, particularly with Microsoft Excel and PowerPoint and applicable database environments such as SQL Server Education / Experience: Include minimum education, technical training, and/or experience preferred to perform the job. Required: Bachelor's degree in accounting, finance, economics, or another related field 5+ years' experience pertaining to financial analysis, data management, financial modeling, and financial systems Preferred: Healthcare industry experience. Master of Business Administration (MBA) 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 requirements include the ability to see at close range, distance vision, peripheral vision, depth perception, and the ability to adjust focus While performing the duties of this job, the employee is regularly required to talk and hear Frequently required to stand, walk, sit, use hands to feel, and reach with hands and arms Possess the ability to fulfill any office activities normally expected in an office setting, to include, but not limited to: remaining seated for periods of time to perform computer based work, participating in filing activity, lifting and carrying office supplies (paper reams, mail, etc.) Occasionally lift and/or move up to 20-25 pounds Fine hand manipulation (keyboarding) WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Office environment - Hybrid Schedule 4835 Lyndon B Johnson Fwy #900, Dallas, TX 75244 Typically 3 days in office (Tuesday-Thursday) Additional days may be required based on business needs May visit hospital locations and vendors The noise level in the work environment is usually low Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. The company is committed to creating a diverse, inclusive, and equitable environment and is proud to be an equal opportunity employer. Qualified applicants of any age, race, religion, nationality, sexual orientation, gender identity or expression, disability, or veteran status will receive equal consideration for positions. We welcome people of diverse backgrounds, experiences, and abilities and believe that the unique experiences of our team drive our success.

About the Firm Regan Capital is an SEC-Registered Investment Advisor, with a successful track record spanning over 13 years managing fixed income, credit, and structured finance strategies for its predominantly institutional client base. Regan is continuing to expand its team located in Dallas. TX. We're seeking a recent graduate to join our operations and finance team. Regan currently manages over $2 billion in assets across a 40-Act Mutual Fund, an Exchange Traded Fund, Private Placement Funds, and Separately Managed Accounts. Clients include Institutional Investors such as Endowments, Foundations, High Net Worth and Family offices. Regan intends to grow the business in the next five years to manage $10+ billion in assets. If you are ambitious, results-orientated and seeking an opportunity to join a high caliber team of professionals on this exciting journey, we would like to hear from you. For more information on Regan Capital, please visit our website: ********************* About the Job Regan Capital is seeking candidates to assist in a variety of areas to support our Investment Management business. The ideal candidate will be a self-starter, willing to learn, adaptable to take on differing tasks, a team player and interested in developing their career in the Alternative Asset Management Industry. The position provides an opportunity to gain exposure and hands-on experience within different areas of the organization. The candidate will have exposure to senior members of the organization and have the opportunity to learn from a team of accomplished professionals. This is not a portfolio management role and is unlikely to lead to one. For the right candidate, this position will lead to developing a career in any of following functions: · Investment Management Operations · Business Administration / Finance Job Duties - Assist in the trading process by helping to maintain Regan's portfolio management system and order management system. - Responsible for investigating and clearing any trade settlement breaks. - Complete ad hoc projects as required by the firm's COO and investment team. - Support the investment team with any information necessary to make investment decisions. - On hand support to assist the investment team with queries that arise and resolving day to day issues encountered by the firm. - Assist operations team with daily responsibilities including reconciliations of cash and open positions with external parties and across internal systems, clearing settlement breaks, and other necessary tasks. - Assist the Finance team as needed with daily P&L, NAV production, and monthly reporting. Qualifications/Requirements - Bachelor's degree with GPA of 3.5 or higher - 0-2 years' industry experience (Investment Management, Banking, Wealth Management). - Self-starter, highly efficient and motivated. - Strong work ethic. - Ability to multi-task and work in a fast-paced environment. - Accuracy and attention to detail. - Resides in Dallas or must be willing to relocate.

CI Search Group has been engaged on a search for a Senior Analyst-Financial Due Diligence for a highly respected advisory firm specializing in healthcare transactions and work with a team of sharp, dynamic professionals on impactful projects. As a Senior Analyst on the Financial Due Diligence team, you'll dive into quality of earnings (QoE) projects and collaborate with some of the industry's top players, including private equity firms, large health systems, and investment banks. With a long-standing reputation for excellence, this firm offers the perfect environment for growth, learning, and career acceleration. What You'll Do: Conduct buy-side and sell-side pre-transaction due diligence engagements. Analyze and synthesize financial data to identify historical and projected trends, quality of earnings, working capital considerations, and risks. Build financial models and develop comprehensive reports, including Quality of Earnings and Net Working Capital analysis. Gain exposure to business valuations, M&A consulting, and other strategic healthcare engagements. What We're Looking For: Bachelor's degree in Accounting. CPA or parts passed preferred. 1.5-2+ years of Big 4/10 experience (TAS or Audit highly preferred). Strong technical knowledge of U.S. GAAP, financial modeling, and Excel. Healthcare experience is a plus, but not required. Why Join? Competitive compensation: Base salary + uncapped bonus potential. Generous benefits: 3 weeks PTO, 4% 401(k) match, and more. Career growth: Two promotion cycles annually. A collaborative, entrepreneurial team environment with exposure to exciting projects in the healthcare space. If this role aligns with your career goals, please apply or contact me directly at ************************* to learn more.

Senior Financial Analyst - FP&A A top-tier Private Equity-backed Real Estate Firm is seeking a highly skilled and detail-oriented Senior Financial Analyst to join the Financial Planning and Analysis (FP&A) team, reporting to the Senior Director of FP&A. This role plays a critical part in providing financial oversight, analysis, and operational insights to support strategic decision-making. Key responsibilities include preparing and analyzing financial statements, developing forecasts, managing budgets, and improving reporting systems to enhance transparency and accuracy. The ideal candidate will drive initiatives that maximize return on assets while supporting strategic planning, data analytics, and performance reporting across the organization. Key Responsibilities: Lead and assist in the annual budgeting process, ensuring robust business cases support new investments. Manage and oversee monthly budget performance reporting for key stakeholders. Create and deliver operating and financial metrics, trend analyses, and forecasts, translating findings into actionable insights and executive-level narratives. Enhance property-level reporting to assist business leaders and asset managers. Prepare detailed monthly EBITDA forecasts at property, regional, and consolidated levels, identifying key performance drivers and recommending corrective actions as needed. Drive automation and process improvement initiatives to streamline reporting and forecasting practices, ensuring timely and accurate results. Collaborate with business partners to develop ROI/ROA analyses for large initiatives, track performance against approved plans, and prepare executive-level presentations on monthly results. Provide financial support for revenue forecasting, customer performance analysis, and sales analytics to deliver precise monthly revenue forecasts. Required Skills & Abilities: 3-5 years of progressive finance experience, with strong knowledge of corporate finance accounting principles, and best practices. Bachelor's Degree in Finance, Accounting, or a related field required Proven ability to manage multiple complex projects under tight deadlines. Strong analytical skills with the ability to evaluate and make sound judgments on complex financial activities. Excellent interpersonal and communication skills, with the ability to engage and collaborate across all organizational levels while maintaining confidentiality. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with OneStream, Salesforce, and/or Yardi is a plus.

Director, Conflict of Interest and Export Control Employment Type: Direct Hire Salary Range: $112,000 - $188,000 Team Size: 5 direct reports (including a manager and three team members) Relocation Candidates: Considered Position Overview The Director of Conflict of Interest (COI) and Export Control will oversee the administration and management of the COI and Export Control programs for our client in the higher education and academic medical research sector. This leadership role ensures institutional compliance with relevant laws, regulations, and policies while promoting ethical research practices. Essential Responsibilities Oversee regulatory functions for COI, Export Control, and Outside Employment/Activity Programs, ensuring compliance with laws, regulations, and institutional policies. Manage and improve operations of the COI and Export Control programs, fostering collaboration with committees such as IRB and IACUC, and departments including Sponsored Programs Administration and Office of Technology Development. Provide regulatory and ethical consultation to faculty, staff, and research teams. Administer COI committee activities, including pre-review, disclosure reviews, management plan development, and compliance monitoring. Act as a liaison with regulatory agencies, delivering periodic updates and recommendations to senior management. Prepare and present reports for institutional committees and state/federal agencies. Develop and implement continuous improvement initiatives for program operations, reducing cycle times and administrative burdens. Establish key operational metrics and implement quality assurance programs. Lead training programs for staff and faculty regarding COI and Export Control policies. Manage program budgets, supervise staff, and ensure effective operations. Required Qualifications Education: Bachelor's Degree required. Graduate degree preferred. Experience: 10 years of progressively responsible experience in COI management, regulatory compliance, or research administration. Minimum of 3 years in a supervisory role. Expertise: COI in research, finance, academic, medical or higher education research settings. Skills: Strong interpersonal, organizational, and analytical abilities with demonstrated leadership and communication skills. Preferred Qualifications Progressive experience managing COI programs or fiscal/regulatory compliance. Experience submitting regulatory documentation and interacting with regulatory agencies. Background in financial conflict of interest management or HRPP oversight. Additional Information The ideal candidate will bring deep expertise in COI and Export Control within academic institutions, with a focus on fostering compliance and ethical research.

The Bolton Group is partnering up with a company that has experienced tremendous growth over recent years, as they add a Senior Financial Analyst to their team. The Financial Analyst can look forward to advancing in this strategic role that will allow strong visibility to Leaders and the CFO. $100-120K base + bonus. Hybrid Schedule....onsite Monday-Thursday, periodic Fridays. 401(k), benefits, and various other perks! Responsibilities Participate in the annual budget cycle, monthly forecasting, reporting and variance analysis Create dynamic financial models in Excel and prepare presentations Ad hoc analysis and reporting Consistently identify ways to automate and improve processes Qualifications Bachelor's Degree in Finance or Accounting Minimum of 2-5 years' of FP&A experience with annual budgeting experience Proficient in Microsoft Excel and a Financial Reporting system Experience preparing presentations for leaders is preferred