Finance leader jobs in Garland, TX

Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means. The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles. This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.

Securities Operations Representative II Hybrid - Dallas, TX 3-month Contract (W2), Weekly Pay (40 hours/week) Calculated Hire is in search of a Securities Operations Representative II for our Fortune 100 Financial Services company. You will be responsible for the following components: Job Description: Perform various operational tasks on complex securities that require general knowledge of unit functions and systems. Support securities operations. Identify ways to improve the overall process. Perform moderately complex duties such as processing, researching inquires and reconciling transactions. Review time sensitive documents. Receive direction from supervisor and coordinate situations involving other departments. Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals. Interact with internal customers. Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements. Required Qualifications: 6+ months of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education. Able to commit to 50% travel

We are seeking a Plant Controller to lead financial operations at our flagship Hispanic cheese manufacturing facility. This role is critical in ensuring accurate financial reporting, cost control, and strategic decision-making aligned with our mission to deliver high-quality, culturally authentic dairy products. The ideal candidate will have a strong background in manufacturing finance, a deep understanding of Hispanic food markets, and a passion for operational excellence. KEY RESPONSIBILITIES: Financial Leadership & Reporting Oversee all plant-level accounting and financial reporting activities. Prepare monthly, quarterly, and annual financial statements in accordance with GAAP. Lead budgeting, forecasting, and variance analysis processes. Cost Accounting & Inventory Management Manage standard costing systems, including BOMs and labor rates. Monitor and analyze production costs, yield variances, and inventory valuation. Partner with operations to identify cost-saving opportunities. Compliance & Controls Ensure compliance with internal controls, corporate policies, and regulatory requirements. Support audits and implement corrective actions as needed. Operational Partnership Collaborate with plant leadership to drive performance improvements. Provide financial insights to support decisions on production planning, capital investments, and process optimization. Marketing & Sales Support Support marketing and sales teams with financial analysis related to new item launches and packaging redesigns. QUALIFICATIONS & EDUCATION: Bachelor's degree (B.A.) in Accounting, Finance, or business equivalent required. A Certified Public Accountant (CPA) or master's in accounting preferred. Minimum of five (5) years related experience and/or training. Working knowledge of financial processes, strong analytical skills, and proficiency in ERP systems (e.g. D365, SAP or equivalent). Demonstrated ability to interpret economic conditions and anticipate the impact on the organization. Location: Amarillo, TX or Irving, TX (Candidates based in Irving, TX will be expected to travel to the Amarillo plant approximately twice per month.)

Our client, a leading investment firm, is searching for a Vice President of Finance to join their leadership team. This is a newly created position offering the opportunity to build and lead finance operations from the ground up within a fast-scaling organization. As the dedicated finance leader for a newly launched business division, the VP Finance will be responsible for setting up the full finance infrastructure, developing financial models and long-range plans, ensuring strong operational execution, and serving as a strategic partner to leadership and investors. Key Responsibilities Establish finance policies, controls, and reporting frameworks in line with investor and audit requirements. Stand up end-to-end finance operations in partnership with platform teams. Oversee accounting processes, high-volume transactions, and intercompany activities. Strategic Planning & Investor Partnership Build and maintain the financial model; lead three-year planning and annual budgeting cycles. Develop board and investor materials, aligning forecasts with strategic objectives. Conduct competitor and market analysis to inform strategic decisions. Finance Operations Implement foundational finance processes. Drive cash flow forecasting and liquidity management in partnership with Treasury. Ensure accurate, timely reporting and meaningful KPIs for leadership. Business Partnering Collaborate with Procurement, Demand Planning, and other business units to support category management, supplier negotiations, and capital planning. Partner with FP&A and ERP teams to align reporting, planning, and systems. Team Leadership Build and develop a small, dedicated finance team while leveraging shared services. Foster a culture of agility, accountability, and investor-grade performance. Profile & Experience 15+ years in finance leadership, with strong FP&A and operational finance experience. Proven track record in entity stand-ups, high-growth environments, or transformation contexts. Expertise in budgeting, forecasting, and investor reporting. Hands-on experience with accounting operations (close cycles, AP, capex, intercompany). Experience partnering with procurement and planning functions. Previous private equity or platform experience strongly preferred. Bachelor's degree required; MBA or CPA a plus.

Dallas, TX, USA Full-time Job-Category: Finance Job Type: Permanent Job Schedule: Full-Time Fairmont Dallas, located in the Arts District of downtown Dallas, offers 545 elegant guestrooms and suites, with over 73,000 square feet of flexible meeting space. For over 50 years, Fairmont Dallas has been the setting for countless civic, social cultural, convention and corporate events, setting the stage for countless memories. Job Description Fairmont Dallas is looking for a dynamic individual to lead the Finance team and to provide an innovative approach to service and practices. Oversee the day-to-day operations of the Finance department including payroll, accounts receivable, accounts payable, general cashier, and purchasing/receiving Lead and manage the Finance and Purchasing departments and ensure SOP compliance and service standards are followed Train, coach, counsel, motivate, encourage, and discipline departmental employees, providing constructive feedback to enhance performance Lead and actively participate in the recruiting process Roll out annual SOP training and verify compliance in advance of the annual SAQ Prepare and compile annual internal audit pre-work & supporting documents Manage the Centralized Accounting Service Delivery outsourcing process and ensure timely A/P payments, revenue accounts are accurately stated and settlements are in balance and timely With the Regional Director of Finance, develop and manage key relationships to provide financial support and understanding of short and long-term financial plans, including the monthly forecast, annual budget & departmental expense initiatives Recommend strategies to continually improve effectiveness of the business or financial management Lead the preparation of the financial statements within the corporate closing schedule and according to the Accor SOP Guide managers to understand the process within the SOP & CASD context to effectively perform their tasks in a timely and accurate manner, and to ensure the integrity of the Financial Statements Contribute to the analysis and interpretation of the financial results, including cost of sales, labor productivity, average check, ADR, and other operating metrics Assist in developing the business acumen of the leadership team, at all levels, to ensure they understand their impact on the business as a whole, as they participate in the procurement, forecasting, P&L, expense management & labor processes to drive performance Maintain and prepare balance sheet analyses on a monthly basis with full supporting detail Manage and maximize working capital, cash flow and projections on a monthly basis Preparation of monthly Accor and owner reporting Maintain successful treasury cash management as set forth in the SOP manual Ensure compliance with management agreements, contracts, and legal documents. Understanding how those documents translate into financial responsibilities and how they may effect both the hotel's and Corporate's financial position Other duties as required Bachelor's or master's degree in business, Finance, or relevant field of work, or an equivalent combination of education and work-related experience Hospitality Industry Experience preferred Previous leadership experience in a similar role required 5+ years progressive work-related experience in multiple areas of accounting and/or capital projects management and reporting, financial and/or business analysis, accounting, or a related area, with 3 years managing teams and/or significantly complex projects. Strong knowledge of finance, budgeting, compliance, accounting processes and regulations, along with demonstrated knowledge of management standards and techniques and GAAP regulations and procedures Experience with accounting systems or similar financial software for the purpose of financial reporting, analysis and presentation. Fluent in English, with excellent communication skills (both verbal and written) Strong interpersonal communication skills and problem-solving abilities Proficiency in Microsoft Office Applications including Advanced Excel necessary Highly responsible & reliable Ability to work cohesively as part of a team Must be able to clearly convey information and ideas including complex or technical issues, to address all levels within the organization Must be able to evaluate and select among alternative courses of action quickly and accurately Must work well in stressful, high-pressure situations Must be effective in handling problems in the workplace, including anticipating, identifying, and solving problems as necessary Must have the ability to assimilate complex information, data, etc. from disparate sources and consider, adjust, or modify to meet the constraints of the particular need. Qualifications Bachelor's or Master's Degree in Business, Finance, or relevant field of work, or an equivalent combination of education and work-related experience Hospitality Industry experience preferred Previous leadership experience in a similar role required 5+ years progressive work related experience in multiple areas of accounting and/or capital projects management and reporting, financial and/or business analysis, accounting, or a related area, with 3 years managing teams and/or significant complex projects. Strong knowledge of finance, budgeting, compliance, accounting processes and regulations, along with demonstrated knowledge of management standards and techniques and GAAP regulations and procedures Experience with accounting systems or similar financial software for the purpose of financial reporting, analysis and presentation. Fluent in English, with excellent communication skills (both verbal and written) Strong interpersonal communication skills and problem solving abilities Proficiency in Microsoft Office Applications including Advanced Excel necessary Highly responsible & reliable Ability to work cohesively as part of a team Must be able to clearly convey information and ideas including complex or technical issues, to address all levels within the organization Must be able to evaluate and select among alternative courses of action quickly and accurately Must work well in stressful, high pressure situations Must be effective in handling problems in the workplace, including anticipating, identifying, and solving problems as necessary Must have the ability to assimilate complex information, data, etc. from disparate sources and consider, adjust, or modify to meet the constraints of the particular need. Additional Information What's in it for you: Paid time off Medical, Dental and Vision Insurance, 401K Complimentary Shift Meal Employee benefit card offering discounted rates in Accor worldwide Learning programs through our Academy designed to sharpen your skills Ability to make a difference through our Corporate Social Responsibility activities, such as Planet 21 Career development opportunities with national and international promotion opportunities

Title: FP&A Manager Industry: Wholesale Work Schedule: Fully In-Office Type of Employment: Full-Time Compensation: $140K - $155K Benefits: Medical, Dental, Vision, 401-K Match Job Description: I've been engaged by a PE-Backed company who is hiring a strategic FP&A leadership role. This position will be instrumental in shaping financial planning, reporting, budgeting, and analysis as the company continues to scale nationally. Key Responsibilities: Drive the development of annual budgets, long-range forecasts, and strategic financial models Deliver monthly, quarterly, and annual reporting with actionable insights Support executive leadership with scenario modeling, investment analysis, and performance tracking Partner with department heads to provide financial guidance and decision support Qualifications: 4-7 years of corporate FP&A experience Strong accounting foundation Experience with Excel-based modeling, Power Query, and/or data tools like Snowflake or Power BI MUST HAVES: 🔹 Proven experience in planning, forecasting, and financial modeling 🔹 Ability to communicate financial insights to senior leadership 🔹 Strong relationship-building skills across departments and levels If this is for YOU, or you know someone that is looking for this role, message me directly at *******************************

The Vice President Finance Accounting will set the direction for the Finance Department and provide the managerial leadership to the Department to ensure that the line management teams of the Companies being served are equipped with the financial planning and analysis tools, data, and support to achieve their Company revenue growth, net profit, and other agreed KPIs. Key Accountability Areas Finance Department Direction Company Context: Understand and accurately convey to the Finance team the Purpose, Core Values, and business strategy of each Company served, as context for the Finance Department's service to these Companies. Company Business Strategy: Participate in developing each Company's 3-year business targets, strategies, and annual operating plan. Finance Department Direction: Within the context of the Companies' business targets and strategies, set 3-year and annual Finance Department targets and plans. Immediate Employees' (IEs) SMART GOALS: Communicate the Companies' and the Finance Department's 3-year and annual targets, strategies, and plans, as context for developing and approving IEs' annual goals. Finance Department Capability Processes: Maintain a rolling 3-year annual functional headcount/recruitment plan (retirements, terminations ,promortions ,etc.) and manpower development/succession plan to ensure that the function has the skilled knowledge and competencies to achieve its goals. Systems and Technology: evaluate, recommend, and, when approved, implement Financial planning and management systems and software to improve data capture and analysis, reporting timeliness and accuracy, automation, process streamlining, and workflow efficiency. Ensure integration between Finance systems and other business tools to maintain data consistency and accuracy. Operating Budget: Develop and get approval for the Department's operating budget in line with its approved business and annual plans. Ethics and Accountability: Define, model, and reinforce a culture of accountability, ethical behavior, and adherence to Finance policies and procedures within the Finance team and throughout the Companies served. Performance Measures: Establish KPIs and systems for monitoring the Department's performance against agreed targets, with links back to the Company's KPIs. Finance Department Team Outputs Financial Planning Business Plans: participate in defining the company's three-year business targets and strategies, and lead in creating the three-year and annual financial targets and operating plan. Budget: lead the preparation of the Annual Budgeting process in support of the annual operating plan. Define the structure and variables to be used in budgeting. Guide and support line management in preparing budgets. Run simulations to test budget proposals. When approved, routinely report on and highlight budget-related issues. Forecasts: prepare and review Monthly and YTD Results with management and utilize forward-looking business intelligence to assess current year outlook. Proactively identify opportunities and risks and drive actions to enable the Companies to meet or exceed their business plans. Financial Analysis and Performance Improvement Month End Business Reviews: analyze and present month-end financial results dashboards and forecast updates for the rest of the year to management, including risks and actionable opportunities for optimizing financial performance. Quarterly Business Reviews: lead Quarterly Business Review Process with a half-day deep-dive assessment of external factors and key Departments' performance to give a holistic assessment of the state of the business, including forward-looking risks and actionable opportunities to optimize business results. Quarterly Board Meeting Reviews: prepare for Quarterly Board Meeting reviews and support Company leadership in presenting, in line with established formats. Financial Closings Monthly and Year-End Closing: Lead in ensuring completion of month-end and year-end closing, verification, and reporting of results to relevant external and internal parties Capital Expenditures Proposals: support preparation of Capital Expenditure proposals and assessment of return on capital invested. Return on Investment: when approved, track and report on the implementation process and return on investment against the plan, as well as risks and opportunities for improvement. Business Partnerships Collaboration with Finance and Accounting Teams: work seamlessly with Head Office and other related in-company Finance and Accounting colleagues to share best practices and provide high-value-added finance and accounting services to line management. Line Management and their Teams; be a trusted advisor and partner to cross-functional colleagues, providing financial insights and coordinating efforts across the company to deliver superior business results. Managerial Leadership Collaborative Teamwork: Establish meeting cadence and other collaborative processes to encourage effective teamwork with IEs and cross-functionally within the companies served. IE Performance Management: Agree on SMART goals with each IE and provide continuous managerial guidance and feedback. Provide support for enhancing performance in the current role, conduct mid-year progress reviews, and determine year-end performance appraisal ratings. IE Development: Assess the strengths and development needs of each IE and coach him/her in developing their Functional Skilled Knowledge (FSKs) and Managerial Leadership Competencies (MLCs) in line with the Role Profile of his/her current job. Recognition and Reward: Provide differential recognition and recommendations for reward incentives for IEs (pay, promotion, development opportunities). De-selection: Recommend re-assignment or termination of IEs where appropriate, supported by a fair ‘due process' and structured performance improvement program. Required Experience and Education Bachelor's or higher degree in Finance, Business Management, or related field. 10 years in areas of increasing responsibility in a finance function 5+ years' experience in financial planning, control, and analysis, and in-depth practical knowledge of corporate finance and accounting principles, laws, and best practices. Advanced Microsoft Excel and PowerPoint skills. Business Intelligence/Objects and Lawson M3 skills are desirable. 3-5 years of managerial leadership experience. Experience in multi-unit wholesale/retail concepts preferred Proven strong analytical, problem-solving, consultative, and interpersonal skills.

Top skills: Bi-lingual (Korean - English), Microsoft Office, Communication Schedule: Hybrid, 8am - 5pm M-F (Friday WFH) KEY RESPONSIBILITES/REQUIREMENTS: Qualifications: -3 - 4 years of Accounting Background/experience preferred -Must be bi-lingual (Korean/English) -Proficient in Microsoft Office (Excel, Power Point, Word, and Outlook) -Self-maintenance of changes to task priority to ensure completion of all tasks in a timely manner -Work independently without regular direct supervision -Detail oriented, organized, and have exceptional inter-communication skills with the ability to handle multiple tasks simultaneously in a fast-paced environment Responsibilities: -Responsible for following up on tasks based on various team projects promptly -Perform Month End Closing expense analysis in detail by GL and create Financial report to manager on a monthly basis -Perform Month End Closing expense Forecast in detail by GL for up to 6 months, upload accurate data on HQ MOSAIC page, and create Financial report to manager on a monthly basis -Perform various vendor invoice submissions via N-ERP system -Interact and maintain positive business relationship with various Finance counterparts (SEA Corporate Accounting, SEA Finance Management, SEA Accounts Payable, and etc.) -Perform Financial analysis to prepare with the team, the Yearly Organization's Budget and create related reports to be shared with upper management and HQ counterpart -Prepare month-end closing financial status to analyze the variances between Business Plan vs. Actual by GL. -Support internal and external teams with R&D Tax Credit preparation -Setup yearly investment plans and share with SEA Finance Management team, and support purchase, VERS vendor registration (as needed), Invoice Clearing via N-ERP, and analyze Depreciation expense -Provide various financial reports as needed to team manager(Labor, Outsourcing, Travel,Entertainment, LVA and Etc.) -Directly submit, or support submission of any department RMS PUMIs and KNOX PUMIs as needed for the department ex) low value assets, samples, repair and construction, lost property, immigration related, etc -Assist as needed in preparing reports when departmental leaders need certain information to be analyzed and provide information to customers or HQ -Coordinate with financial management teams, and identify/reconcile budget discrepancies and request reclassification as needed -Collaborate with cross-functional partners such as GA, EHS, IT, and Security -Lead and coordinate office space planning with department managers and executes, moves, additions, and changes to the office environment -Maintain, track, and create reports for departmental resources (regular full time, outsourcing) Create weekly resource HC, visitor HC reports, and office issues report to team manager -Provide support to new hires and visitors upon arrival such as seating arrangements, desk phone, mobile phone, if needed; asset acquisitions, request IT assets via GHR for employee -Support and follow up on all 3rd party vendor new hire approvals/termination requests to HRBP, GHR Vendor Support, and Security -Assist department employees to support GA, expense, PUMI, and etc for the office and operation management -Maintain network access, applications, printing, and resolves network difficulties via respective channels (IT, etc) -Other Duties as assigned by team manager

Senior Financial Analyst ($90,000 - $120,000) LHH Recruitment Solutions is seeking a Senior Financial Analyst for a client in the facilities services industry located in the Dallas-Fort Worth area. This role provides financial leadership across both corporate and field operations, with a focus on financial reporting, analysis, forecasting, and process improvement. The ideal candidate will hold a bachelor's degree in finance or accounting (CPA or advanced degree preferred), have at least five years of progressive finance experience in a multi-state or high-growth organization, and bring strong business acumen with proven success in analysis, budgeting, and client support. Prior service industry experience and proficiency with Workday Finance and Adaptive are highly desirable. Responsibilities: Partner with leadership teams to provide financial guidance, support client proposals, and contribute to strategic decision-making. Lead budgeting, forecasting, and variance analysis processes, delivering actionable insights to operations and sales. Prepare and review high-quality financial and client reports, ensuring accurate measurement of key performance indicators. Oversee financial control processes, including journal entries, reconciliations, and adherence to GAAP and compliance standards. Drive process improvements and automation initiatives to enhance efficiency and reporting capabilities. Collaborate with cross-functional teams on contract analysis, project accounting, and P&L performance. Support monthly and annual close activities, including analysis of projects, collections, and reporting. Requirements: Bachelor's degree in finance, accounting, or related field; CPA or advanced degree strongly preferred. 5+ years of financial analysis experience, preferably in a high-growth, multi-state environment. Strong technical knowledge of GAAP, regulatory compliance, cost accounting, and financial modeling. Proven ability to partner with leaders, manage multiple priorities, and adapt in a fast-paced environment. Proficiency with Workday Finance and Adaptive Planning strongly preferred. Excellent communication, problem-solving, and leadership skills with the ability to influence stakeholders. Service industry background is a plus. To learn about this and other roles with LHH, please apply to this posting.

Our client is a fast growing, multi billion dollar company seeking a Financial Analyst to join its high performing finance team. This position offers broad exposure across operations, procurement, and business strategy, working directly with senior leadership to drive data based decision making. Key Responsibilities Build and maintain detailed financial models to support budgeting, forecasting, and pricing strategy Develop and monitor key performance indicators to track profitability and operational performance Partner with leaders across departments to analyze results, identify trends, and present actionable insights Support month end reporting, variance analysis, and preparation of presentations for management Evaluate business performance and vendor contracts to identify opportunities for process improvement and cost savings Desired Skills and Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field One or more years of financial analysis or related internship experience Advanced Excel skills including financial modeling, pivot tables, and data analysis Power BI experience preferred or strong interest in data visualization tools Strong analytical, problem solving, and communication skills Highly motivated, detail oriented, and naturally curious Ability to work effectively in a fast paced, team oriented environment Why This Opportunity Stands Out Rapidly growing company that promotes from within Collaborative, business casual culture with team outings and company sponsored lunches Supportive, mentoring leadership team Excellent benefits including unlimited PTO and a 401k match of 25 percent up to 5 percent This is an excellent opportunity for a driven and analytical Financial Analyst to join a stable and expanding organization where your insights will directly support business growth and decision making. Interested candidates are encouraged to apply confidentially for immediate consideration or contact me directly at ***************************

The Financial Analyst at Michaels is responsible for supporting the financial planning, analysis, and reporting functions of the organization. This role involves preparing financial reports, conducting variance analysis, and assisting in budgeting and forecasting processes to help the company achieve its financial objectives. Major Activities Financial Planning and Analysis: Assist in the development and maintenance of financial models for budgeting, forecasting, and long-term planning. Conduct variance analysis to identify trends, risks, and opportunities. Provide support for financial analysis and insights to aid in strategic decision-making. Budgeting and Forecasting: Assist in the preparation of annual budgets and periodic forecasts. Monitor budget performance and analyze deviations from plan. Collaborate with various departments to gather data and ensure accurate forecasting. Financial Reporting: Aid in preparation of monthly, quarterly, and annual financial reports. Analyze financial statements and key performance indicators (KPIs). Performance Analysis: Evaluate financial performance by comparing and analyzing actual results with plans and forecasts. Conduct profitability analysis of products, services, and business units. Identify and communicate financial trends and potential issues. Business Partnering: Work closely with business unit leaders to understand their financial needs and provide support. Participate in cross-functional projects to drive business improvements. Provide financial insights and recommendations to enhance business performance. Cost Management: Analyze and monitor cost structures to identify cost-saving opportunities. Assist in the implementation of cost control initiatives. Track and report on the effectiveness of cost management efforts. Special Projects: Support special financial projects and initiatives as required. Provide ad-hoc financial analysis and support to various stakeholders. Other duties as assigned Minimum Education Bachelor's Degree in a related field, or equivalent experience Minimum Special Certifications or Technical Skills Strong proficiency in MS Office skills (Work, Excel, PowerPoint, and Access) and financial software (e.g., SAP, Oracle, Hyperion). Minimum Type of Experience the Job Requires Minimum of 2-4 years of experience in financial analysis, preferably in the retail industry. Budgeting and financial planning Business partnering Excellent analytical, problem-solving, and critical-thinking skills. Strong communication and presentation skills. Ability to work independently and as part of a team. Detail-oriented with a high level of accuracy. Power BI Preferred Education Bachelor's degree in a related field Applicants in the U.S. must satisfy federal, state, and local legal requirements of the job.

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!

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. "}},{"field Label":"Skills","uitype":110,"value":"Nonprofit Management, Human Services, People & Culture, IT"}],"is Mobile":false,"iframe":"true","job Type":"Direct Hire","apply Name":"Apply Now","zsoid":"651207768","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Issue Area","uitype":100,"value":"Human Rights & Civil Liberties"},{"field Label":"Job Opening ID","uitype":111,"value":"19675"},{"field Label":"Industry","uitype":2,"value":"Nonprofit Charitable Organizations"},{"field Label":"Salary","uitype":1,"value":"$155,000 \- $175,000"},{"field Label":"Work Experience","uitype":2,"value":"10 + years"},{"field Label":"Education Requirement","uitype":100,"value":"4\-Year Degree Required"},{"field Label":"City","uitype":1,"value":"Arlington"},{"field Label":"State\/Province","uitype":1,"value":"Virginia"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"22201"}],"header Name":"Chief Financial and Operating Officer","widget Id":"412461000000313175","is JobBoard":"false","user Id":"412461000000179003","attach Arr":[],"custom Template":"2","is CandidateLoginEnabled":false,"job Id":"412461000006533162","FontSize":"16","google IndexUrl":"https:\/\/scstaffinginc.zohorecruit.com\/recruit\/ViewJob.na?digest=NxvyQslHvWM.lMAyjvhm.HFybv80J5UDDakS3XHUn84\-&embedsource=Google","location":"Arlington","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do"}

The Treasury Manager (Senior) will oversee the end-to-end treasury operations for a large, complex third-party operator with 100+ banking relationships and over 2,000 active bank accounts. This individual will be the primary liaison with banking partners, ensure treasury systems and controls are effective, and support primarily property-level operations. The role requires a mix of strategic oversight, hands-on execution, and process optimization to support a highly decentralized, high-volume banking environment. Responsibilities: Manage the full life cycle of bank accounts, including opening, maintaining, and closing accounts across multiple financial institutions. Maintain accurate account information in central treasury databases/platforms. Coordinate with banks to set up and maintain treasury services (ACH, wires, remote deposit, lockboxes, sweeps, controlled disbursement, etc.). Oversee KYC documentation, authorized signers, and ensure compliance with bank requirements. Review and approve high-value transactions, serving as first-line approver; escalate to Treasurer for ultimate approval beyond defined thresholds. Act as a back-up to the Treasurer for approvals and corporate treasury functions. Serve as primary contact for banking partners, negotiating service terms and resolving operational issues. Ensure owners' and clients' banking requirements are met in accordance with management agreements. Coordinate with property/accounting teams on bank account structures, access, and treasury services. Lead the implementation and administration of outside treasury platforms, serving as the key liaison between corporate, administrators, and bank partners. Identify opportunities to automate and centralize treasury processes, reducing manual work (e.g., signer updates, account maintenance, reporting). Drive initiatives to standardize treasury operations across owners, properties, and institutions. Desired Competency, Experience and Skills: Bachelor's degree in Finance, Accounting, or related field (MBA/CTP preferred). 5-8+ years of progressive treasury or corporate banking experience, preferably in a multi-entity or third-party operator environment. Deep knowledge of banking platforms, treasury services, and cash management best practices. Strong relationship management skills with experience negotiating with multiple banks. Proven track record of leading process automation and treasury system implementations. Excellent analytical, organizational, and communication skills. Ability to thrive in a high-volume, fast-paced environment with significant complexity. About Lincoln Property Company Lincoln Property Company (“Lincoln”) is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-used properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 562 million square feet of commercial space. In addition to providing third-party real estate services, Lincoln has completed over 164 million square feet of development since its inception in 1965 and has another $19.5 billion currently under construction or in the pipeline. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with the companies privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description The Treasury Manager (Senior) will oversee the end-to-end treasury operations for a large, complex third-party operator with 100+ banking relationships and over 2,000 active bank accounts. This individual will be the primary liaison with banking partners, ensure treasury systems and controls are effective, and support primarily property-level operations. The role requires a mix of strategic oversight, hands-on execution, and process optimization to support a highly decentralized, high-volume banking environment. Responsibilities: Manage the full life cycle of bank accounts, including opening, maintaining, and closing accounts across multiple financial institutions. Maintain accurate account information in central treasury databases/platforms. Coordinate with banks to set up and maintain treasury services (ACH, wires, remote deposit, lockboxes, sweeps, controlled disbursement, etc.). Oversee KYC documentation, authorized signers, and ensure compliance with bank requirements. Review and approve high-value transactions, serving as first-line approver; escalate to Treasurer for ultimate approval beyond defined thresholds. Act as a back-up to the Treasurer for approvals and corporate treasury functions. Serve as primary contact for banking partners, negotiating service terms and resolving operational issues. Ensure owners' and clients' banking requirements are met in accordance with management agreements. Coordinate with property/accounting teams on bank account structures, access, and treasury services. Lead the implementation and administration of outside treasury platforms, serving as the key liaison between corporate, administrators, and bank partners. Identify opportunities to automate and centralize treasury processes, reducing manual work (e.g., signer updates, account maintenance, reporting). Drive initiatives to standardize treasury operations across owners, properties, and institutions. Desired Competency, Experience and Skills: Bachelor's degree in Finance, Accounting, or related field (MBA/CTP preferred). 5-8+ years of progressive treasury or corporate banking experience, preferably in a multi-entity or third-party operator environment. Deep knowledge of banking platforms, treasury services, and cash management best practices. Strong relationship management skills with experience negotiating with multiple banks. Proven track record of leading process automation and treasury system implementations. Excellent analytical, organizational, and communication skills. Ability to thrive in a high-volume, fast-paced environment with significant complexity. About Lincoln Property Company Lincoln Property Company ("Lincoln") is one of the largest private real estate firms in the United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and occupiers, Lincoln supports the entire real estate lifecycle across asset types, including office, multifamily, life science, retail, industrial, data center, production studio, healthcare, government, universities, and mixed-use properties, throughout the United States, United Kingdom, and Europe. Lincoln's combined management and leasing portfolio on behalf of institutional clients includes more than 680 million square feet of commercial space. For more information, visit: ************ All job offers are contingent on completion of a background check and proof of eligibility to work in the United States. By submitting your information or resume in response to this opportunity, you acknowledge that your personal information will be handled in accordance with Lincoln Property Company's privacy policy. Lincoln Property Company does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by Lincoln Property Company to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that Lincoln Property Company will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: Assists the Director, Treasury & Funding in managing one or more organizational treasury functions, including but not limited to funding-related activities, cash flow modeling, reviewing legal documents, supporting the rating agency process, overseeing the AUP process, and coordinating with transaction parties. Manager, Treasury & Capital Markets will support the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management. Essential Duties and Responsibilities: Support development and implementation of a corporate treasury policy and strategy that is aligned with organizational goals and objectives. Assists the Director of Treasury and Funding in the formation of the secured funding platforms including structuring, analyzing and executing on securitizations, warehouse facilities and other funding programs to facilitate company's rapid growth. Support management of the entire securitization process, from initial deal origination and structuring to execution and ongoing portfolio management. Collaborate with the Risk team and support Director, Treasury & Funding to develop and provide complex data analytics to rating agencies in connection with secured and unsecured transactions. Manages rating and ad-hoc data analysis. Collaborate and build strong relationships with cross-functional teams, banks, rating agencies, lawyers, and other debt capital markets parties. Support the Director of Treasury and Funding to ensure all treasury funding-related activities comply with applicable regulatory requirements. Support other treasury and finance projects as needed. Other duties as assigned. Qualifications and Competencies Required 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 accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Experience: Minimum 3-5 years of recent experience in Treasury and Capital Markets. Education: Bachelor's degree in business, finance, accounting, economics or other highly analytical fields. Skills Required: Demonstrated analytical and quantitative skills, including structural modeling experience. Strong financial modeling, data mining, statistical analytics, or statistical modeling experience. Proficient with MS Office applications such as Excel, Word and PowerPoint. Detail oriented with the ability to meet time-sensitive deadlines. Ability to identify, analyze, and solve problems. Must be a team player, able to scale, work under pressure and ambiguity against tight deadlines. Excellent communication and interpersonal skills. Effective at collaborating with internal teams and external stakeholders. Overtime required - required on an as needed basis. Travel 0-10% - as required on an as needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ. Qualifications Preferred: Master's degree in business, finance, accounting, economics or other highly analytical fields is preferred. Chartered Financial Analyst (CFA) professional designation is highly preferred! Auto or Financial Services industry experience is a plus! Experience in issuance of various securitization funding programs, in unsecured funding programs is preferred. 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. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. 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. The noise level in the work environment is usually moderate. Work Schedule This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 8AM-6PM Monday through Friday and on weekends as needed. Travel is required 10% of the time. Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons. #li-hybrid

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.

A leading consumer products company in Dallas, Texas is looking for a highly analytical and collaborative Senior Corporate Financial Analyst to join their Financial Planning & Analysis (FP&A) team. The ideal candidate will have a strong foundation in financial modeling, cash flow forecasting, budgeting, and operational analysis, ideally gained in a high-paced manufacturing environment. ** $115K-$136K (base + annual bonus) not including other bonus incentives This visible role provides critical financial insights to senior leadership and collaborates cross-functionally with finance, operations, IT, and commercial teams to drive performance and improve strategic decision-making. The individual will be a strong team player who thrives in a fast-paced, dynamic environment and brings a continuous improvement mindset to financial tools, processes, and reporting accuracy Responsibilities: Cash Forecasting & Liquidity Management Maintain and update a 13-week rolling cash forecast Analyze liquidity trends and changes in working capital Provide data-driven insights to support treasury and leadership decision-making Financial Consolidation & Planning Support the consolidation and analysis of: Rolling quarterly forecasts Annual budgets Sales & Operations Planning (S&OP) processes Partner with business leadership and IS teams to ensure clean, accurate data collection and storage Financial & Operational Reporting Develop, standardize, and maintain dashboards and financial reports (e.g., Excel, ERP platforms) Generate timely reports for period-end close and executive-level briefings (including MD&A) Margin & Profitability Analysis Conduct detailed margin bridge analysis (by SKU, customer, and facility) Compare standard vs. actual cost for gross margin variances across product segments Perform customer and product-level profitability and pricing analysis Strategic Business Support Deliver ad-hoc analysis and financial insights to CFO, CEO, and senior management Support new initiatives, pricing models, and scenario planning Qualifications: Education & Experience Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus) 3-7 years of experience in FP&A, financial analysis, or corporate finance Industry experience in food & beverage manufacturing strongly preferred Skills: Strong financial modeling and analytical skills Proficiency in Microsoft Excel, ERP systems (SAP, Oracle, etc.), and reporting tools (QLIK, Power BI, Tableau) Excellent communication and presentation skills Ability to explain complex financial concepts to non-financial stakeholders Detail-oriented with strong problem-solving capabilities Familiarity with production planning, inventory costing, and supply chain operations

The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions. Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems. As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing. You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights. In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform. Job Responsibilities · Model, structure, and market foreign exchange products to corporate clients · Price and execute live foreign exchange spot, forward, and option trades throughout the day · Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary · Collaborate on analytical work and presentation materials for discussions with clients on currency risk management. Participate in client discussions · Work with broader client coverage team including banking, treasury services, and credit to address client needs · Work with trading, middle and back-office functions to support client trading activity · Support activities of colleagues on the desk as part of a dynamic and collaborative team environment Required qualifications, capabilities, and skills · 1+ year of experience in FX · Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks. Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail · Ability to develop and manage client relationships · A desire to succeed individually and be a member of a winning team. Solid team player that partners well with stakeholders across the platform including Research and Trading · Critical thinker and driver of trade concepts and themes for clients. Clear, logical thinker with a strong qualitative skill set including effective communication and presentation. Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language and concrete action steps · Strong understanding of fundamental product knowledge and market structure · Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint