Financial Planning Association jobs - 14,760 jobs

The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.

A leading financial services company is seeking a Digitalization Expert to support enterprise-wide digitalization initiatives. Responsibilities include leading system deployment, improving transactional processes through RPA, and advanced statistical modeling. Must be proficient in high-level coding languages like C++ and Python, with strong strategic and organizational skills. The role involves in-office work five days a week and offers opportunities for creating significant operational efficiencies across the company. #J-18808-Ljbffr

A leading global consulting firm seeks a Director in Operations Consulting to drive business growth and optimize insurance operations. You will lead strategic initiatives, mentor teams, and enhance customer service processes. The ideal candidate has at least 15 years of experience in consulting and insurance, along with a Bachelor's degree. This role is essential for maintaining executive-level relationships and ensuring customer satisfaction through effective management. A competitive salary ranging from $155,000 to $410,000 is offered, with various benefits applicable. #J-18808-Ljbffr

GLC On-The-Go is seeking a travel Surgical Technologist for a travel job in Austin, Texas. Job Description & Requirements Specialty: Surgical Technologist Discipline: Allied Health Professional 36 hours per week Shift: 12 hours Employment Type: Travel GLC is hiring: Surgical Tech Operating Room (OR) - Austin, TX - 13-week contract GLC - Named Best Nurse Agency 2024-2025 We connect nurses, nursing professionals, and allied health professionals like you to contracts that align with your skills, schedule, and career goals. About this Assignment Join the care team in Operating Room (OR) where you'll provide patient-centered care in a collaborative environment. Typical responsibilities include direct patient care, timely documentation, and coordination with the care team. Specific duties will be confirmed during your interview with a recruiter. Assignment Details Location: Austin, TX Assignment Length: 13 weeks Start Date: 11/03/2025 End Date: 02/02/2026 Pay Range: $1,447 - $1,608 Minimum Requirements Optional: Active license in Operating Room (OR) 1 year full-time Surgical Tech, Operating Room (OR) experience within the last 2 years What you can expect from GLC Weekly on-time pay with direct deposit Transparent communication, clear assignment details, and recruiter support from start to finish - or extension Referral bonus up to $500 Health, dental, and vision insurance 401(k) plan Completion and signing bonuses may also be available Ready to move forward? Apply now and start your rewarding journey with GLC - a recruiter will connect quickly to review pay, start date, and assignment details so you can make the best decision for your next contract. GLC On-The-Go Job ID #481139. Pay package is based on 12 hour shifts and 36 hours per week (subject to confirmation) with tax-free stipend amount to be determined. Posted job title: CONTRACT - CVCST - OR/SURGERY (701) - 13 WEEKS - 6:30A-5:00P About GLC On-The-Go GLC is more than just a staffing agency - we're your trusted partner in finding travel, local, and PRN contracts that align with your career aspirations and lifestyle. We specialize in connecting travel nurses and allied healthcare professionals like you with opportunities in acute care, long-term care, behavioral health, and allied fields across the U.S. Our attentive and friendly recruiters are always just a call or text away, ready to guide you at every step, ensuring you feel valued and heard. We understand the unique needs of travel healthcare professionals, which is why we offer comprehensive benefits and 24/7 support. Join GLC, where our 20+ years of experience mean we know how to help you find the assignments that turn your career goals into reality. With us, it's not just a placement - it's your dream career made possible

A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities. #J-18808-Ljbffr

The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year

Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management

Source One is a consulting services company and we're currently looking for the following individual to work as a consultant with our direct client, a global ophthalmic manufacturing client in Fort Worth, TX. No Third-Party, No Corp to Corp, No Sponsorship Now or Future Title: Research Scientist I (Topical Ophthalmic Formulations) Location: Fort Worth, TX Onsite (Mon-Fri, 40 hours) Contract Duration: 6-9 months, with likely extension Pay Rate: $36.23 per hour (w2) Please Note: Must have Topical Ophthalmic Formulation, Emulsion and New Solution, Stability experience Job Description : The candidate will join the group focusing on the development of topical ophthalmic formulations and help solve manufacturing and stability challenges in new solution and emulsion formulations, evaluate the properties of new formulations and materials, characterize new manufacturing processes. The candidate is expected to Have ability to carry out experiments under the limited supervision, following GxP guidelines. Capable of taking initiative, self-driven, capable of focusing on objectives, and strong ability for prioritization. Detail oriented and hand-on is a must. Contribute to DOE development in collaboration with supervising scientists Analyze, summarize, and present the data. Have in depth experience in polymer chemistry, surface chemistry, colloid chemistry, or similar, with strong formulation and characterization skills. generate, review and approve documents such as batch records, study protocols, reports, and standard operational procedures Have strong ability to work independently with little direction and tight timeline; Minimum requirements: BS degree in chemistry, polymer science, surface science, colloid chemistry, or similar. Chemical lab experience. Ability to work following SOPs and instructions. Desired: MS or PhD degree with experience in polymer science, surface science, colloid chemistry, or similar. Experience working with polymer solutions and / or with emulsions, familiarity with rheology, microscopy, and particle size characterization methods. Experience developing ophthalmic products Understanding of formulations development principles. Experience working in regulated industry such as pharmaceutical or medical devices. Strong oral and written communication skills, excellent presentation skills Experience in GxP

🕒 Employment Type: Full-Time | In-Office We're seeking an ambitious and execution-driven Real Estate Development Program Manager to manage the front-end development of ground-up hyperscale data centers across the United States. In this role, you will play a crucial role in the development and delivery of the company's data center portfolio by sourcing new opportunities, analyzing the suitability of data center sites, and managing land acquisitions by working with external stakeholders such as landowners, communities, and utility providers. This role will also facilitate the negotiation of land purchases through the drafting and execution of purchase and sale agreements, and lead the completion of key site due diligence and pre-development activities. Key Responsibilities Analyzes feasibility of proposed projects in various markets; prepares market studies when necessary. Managing land development and acquisition tasks, including site due diligence, regulatory approval process, permitting, surveying, and land use entitlements for all data center projects across multiple regions. Executing and manage real estate acquisition agreements (e.g. LOIs and PSAs), and draft project memos and execution plans Defining project scope, goals, and deliverables in collaboration with stakeholders. Developing detailed project plans, including timelines, resource allocation, and risk assessments. Managing project schedules, budgets, and resources to ensure projects are delivered on time and within budget. Monitoring project progress, identifying potential issues, and implementing corrective actions. Managing internal tracking of all development financials, including budgets, costs, and change orders. Partner with internal teams on capacity planning, infrastructure design, and operational readiness. Align development timelines with business growth forecasts and global expansion strategies. Develop and manage project budgets, forecasts, and capital expenditure plans. Identify and mitigate risks related to land use, construction delays, and regulatory hurdles. Qualifications Bachelor's degree in Real Estate, Civil Engineering, Architecture, or related field. 3-5+ years of experience in commercial real estate land acquisition and development, ideally with a focus on large-scale or hyperscale data centers or mission-critical facilities. Civil engineering background or experience collaborating closely with civil engineers is a strong plus, especially for candidates who can bring technical insight to site evaluation, infrastructure planning, and development feasibility. Proven track record of real estate development, including project management or support of due diligence and entitlements on multiple sites, and an understanding of cost, timeline, and contracts for large land transactions and development projects. Understanding of site development milestones, land use and zoning approvals. Experience negotiating other agreements critical to data center operation (e.g., water, sewer, incentives and development agreements). Comfort working with and developing strong relationships with external stakeholders such as sellers, economic development contacts (municipal, county, state, and NGOs), utilities providers and SMEs / consultants. Core Skills & Competencies Entrepreneurial mindset and a results-driven approach. A “big-picture” person with strong analytical and problem-solving skills. Comfortable with ambiguity, the ability to quickly adapt to changes, and navigate complex situations. Excellent written and verbal communication skills, with the ability to present effectively to investors, partners, and public stakeholders. Ability to work independently, managing multiple high-priority projects simultaneously. Relentless drive for mastering the craft, demonstrating a curiosity and commitment to deepening expertise in industrial real estate development.

Assist members in a high-volume contact center via telephone and online channels such as public website, online banking platform, and mobile application. The MA responds and resolves member inquiries with a one call resolution while maintaining the highest level of member service. Identifies the member financial needs and makes appropriate referrals to other product specialists. Provides a professional and memorable member experience with every interaction. Role models the Credit Union's Core Values. Meets or exceeds service expectations as reflected in their Voice of the Member survey scores. An MA may work on or offsite. Works under close supervision. Qualifications EDUCATION/CERTIFICATION: High school diploma or equivalent. EXPERIENCE REQUIRED: One (1) year of financial institution experience. or Two (2) years of call center experience. or Three (3) years of customer service experience for every year of financial institution experience required. FirstLight Federal Credit Union is proud to be an Equal Opportunity workplace and an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Scan QR Code for information.

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

A leading financial institution is seeking a Private Banker to join their U.S. Private Bank in Dallas, Texas. This role involves advising families on wealth management, building strong client relationships, and acquiring new assets. Candidates should possess a Bachelor's Degree, sales success, and strong business acumen. This position offers competitive compensation and opportunities for professional growth within a collaborative team environment. #J-18808-Ljbffr

Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. We are looking for an inspiring and technically deep Head of Data Science to lead our team in leveraging advanced analytics, machine learning, and causal inference to catalyze decision‑making and propel Varo's growth. You will lead the Data Science function within Varo's comprehensive Data organization (which includes Data Analytics, Data Product Management, Data Engineering, and ML Engineering). Your team will be the strategic partner and technical engine for solving our most complex business challenges across key verticals like customer acquisition, engagement, fraud prevention, and responsible lending. What you'll be doing Strategic Ownership: Define, own, and drive the comprehensive Data Science roadmap (including AI/ML and causal inference) that directly translates into commercial outcomes across Varo's core business verticals. Model Innovation & Delivery: Lead the development, validation, and production deployment of custom machine learning and statistical models that are critical for decision‑making. Business Partnership: Serve as a strategic data consultant to executive leaders and business stakeholders, translating ambiguous commercial problems into rigorous analytical frameworks and actionable solutions. Data Integrity & Risk: Work closely with Data Engineering and Product teams to ensure the quality, accessibility, and lineage of new data sources. Ensure all models and analyses adhere to Varo's risk framework and regulatory requirements for fairness and transparency. Operational Excellence: Establish and own the ML Model Performance Monitoring processes, ensuring deployed models maintain accuracy and business impact over time and are governed appropriately. Team Leadership & Mentorship: Attract, hire, mentor, and coach a high‑performing team of Data Scientists, setting a high bar for technical rigor, business acumen, and cross‑functional collaboration. You'll bring the following required skills and experiences 8+ years of experience in Data Science, Applied Science, or a related quantitative field. Deep Domain Expertise: Proven track record of delivering measurable business impact in at least one key financial services domain (e.g., credit/lending, fraud/risk modeling, or customer growth/engagement). Technical Fluency: Expert‑level proficiency in Python and its scientific computing stack (Pandas, Scikit‑learn, PyTorch/TensorFlow). Proven ability to apply a wide range of statistical methods, machine learning algorithms, and causal inference techniques to large, real‑world datasets. Data Ecosystem Experience: Hands‑on experience working with distributed data and computing tools (e.g., Spark, Hive) and cloud web services (e.g., AWS, GCP, or Azure). Leadership Acumen: Demonstrated ability to thrive in a fast‑paced environment, attract high‑quality talent, and drive a data‑informed culture. $250,000 - $300,000 a year For cash compensation, we set standard ranges for all US‑based roles based on function, level, and geographic location, benchmarked against similar‑stage growth companies. Per applicable law, the salary range for this role is $250,000 - $300,000. Final offer amounts are determined by multiple factors as well as candidate experience and expertise and may vary from the identified range. This role is also eligible for a bonus, equity, and competitive benefits. We recognize not everyone will have all of these requirements. If you meet most of the criteria above and you're excited about the opportunity and willing to learn, we'd love to hear from you! About Varo Varo launched in 2017 with the vision to bring the best of fintech into the regulated banking system. We're a new kind of bank - all‑digital, mission‑driven, FDIC‑insured, and designed around the modern American consumer. As the first consumer fintech to be granted a national bank charter in 2020, we make financial inclusion and opportunity for all a reality by empowering everyone with the products, insights, and support they need to get ahead. Through our core product offerings and suite of customer‑first features, we aim to address a broad range of consumer needs while profitably serving underserved communities that have been historically excluded from the traditional financial system. Learn more about Varo by following us: Facebook - ********************************** Instagram - ************************** LinkedIn - ***************************************** Varo is an equal opportunity employer. Varo embraces diversity and we are committed to building teams that represent a variety of backgrounds, perspectives, and skills. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Beware of fraudulent job postings! Varo will never ask for payment to process documents, refer you to a third party to process applications or visas, or ask you to pay costs. Never send money to anyone suggesting they can provide work with Varo. If you suspect you have received a phony offer, please e‑mail ********************* with the pertinent information and contact information. CCPA Notice at Collection for California Employees and Applicants: **************************************** #J-18808-Ljbffr

A global consulting firm is seeking an experienced professional to optimize operational efficiency in sourcing and procurement processes. The ideal candidate will have extensive consulting experience, a Bachelor's degree, and strong knowledge in energy/commodities trading and risk management. This role involves mentoring teams, managing client engagements, and creating operational strategies. A salary range of $155,000 - $410,000 with additional benefits is offered. #J-18808-Ljbffr

ABOUT THE ROLE CountryPlace Mortgage is seeking a Commercial Relationship & Servicing Supervisor in commercial lending operations. Based in our Plano, TX headquarters, this role is instrumental in driving strategic account management, leading process development and operational improvement, and developing team capabilities. The Commercial Relationship & Servicing Supervisor serves as a subject matter expert and requires a high degree of independence, strategic thinking, and cross-functional collaboration, with regular engagement across credit underwriting, Regional Sales Managers, Retailers, manufacturing partners, auditors, and vendors. This position combines high-level commercial account servicing responsibilities with strategic business relationship functions. You will play a key role in managing complex dealer accounts, designing scalable processes, and cultivating new relationships to expand our lending footprint. The ideal candidate is a seasoned professional who thrives in a fast-paced environment, brings a consultative approach to client engagement, and demonstrates strong strategic thinking and leadership capabilities. ESSENTIAL DUTIES & RESPONSIBILITIES Strategically engage with factories and dealers to manage high-value commitments Design, implement, and manage departmental processes to improve efficiency, accuracy, and scalability Identify operational gaps and lead resolution efforts through process redesign and documentation Develop and maintain SOPs, training guides, and workflow documentation Monitor KPIs and operational metrics, presenting insights and recommendations to leadership Lead cross-functional initiatives to align commercial lending operations with broader business goals Champion system enhancements and automation opportunities, including Solifi optimization Support internal audits and compliance reviews, ensuring adherence to regulatory and company standards Serve as a liaison between account management and underwriting to ensure process alignment Oversee and approve complex invoice and MCO transactions with minimal oversight Analyze credit line utilization trends and advise on optimization strategies Lead reconciliation of monthly billing statements and ensure financial accuracy Facilitate payment processing and troubleshoot exceptions Coordinate third-party inventory inspections and lead resolution of audit discrepancies Perform payoff workflows, ensuring compliance and timely document delivery Lead onboarding for new dealers, delivering expert-level training and support Review and authorize pending orders, applying advanced credit and curtailment analysis Ensure accurate and timely data entry into Solifi for approved orders Provide strategic payoff guidance to dealers and third-party lenders Perform document distribution upon loan payoff Implement delinquency management strategies and lead recovery efforts Partner with underwriting to assess and recommend credit line adjustments Manage Help Scout communications and ensure timely resolution of escalated issues Foster long-term dealer and supplier relationships, acting as a strategic consultant Audit inspection reports and lead resolution of complex unit discrepancies Lead financial documentation collection for annual reviews, ensuring compliance and completeness Draft and execute formal collection communications, supporting legal and credit recovery efforts Design, implement, and advance strategic process improvements and departmental initiatives, ensuring alignment with organizational goals and operational excellence Mentor peers and junior Account Managers on best practices and process adherence Communicate and present operational insights, performance trends, and strategic initiatives to the Director of Floorplan and Commercial Finance and other departmental leaders, contributing to broader business planning and decision-making Collaborate with the CPM Business Relationship Managers and CPM Retail Sales team to process and route for approval dealer eligibility for retail financing programs POSITION REQUIREMENTS, CAPABILITIES & SKILLS Strategic, self-directed, and highly accountable Excellent interpersonal skills and ability to build rapport across diverse teams and clients Proven ability to design and manage complex operational processes Exceptional interpersonal and leadership skills Mastery of written, verbal, and presentation communication Bilingual proficiency preferred Expert-level proficiency in Solifi preferred Proven ability to manage high-risk accounts and complex collections Consultative approach to client service, balancing business goals with relationship management Comfortable presenting to senior leadership, with the ability to translate operational data into actionable insights MINIMUM QUALIFICATIONS Bachelor's degree required, in Finance, Accounting, or Business 3+ years of commercial loan servicing in manufactured housing, auto, RV, or marine OR 5+ years of commercial loan servicing in finance or banking Advanced spelling and grammar skills Working knowledge on applicable computer software systems to include Microsoft Office and internal software WE OFFER Competitive Salary Medical/Dental/Vision Insurance Paid Holidays 401K Match Generous PTO FSA/HSA Plans Life /Disability/Accidental Insurance and much more!

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.We (RSM US, LLP) are looking for a growth-minded, tech-savvy, Partner/Principal for our Management Consulting - Technology Advisory Solution Practice to provide innovative digital strategy and senior advisory management consulting services to improve the overall effectiveness of our clients' digital technology environments.As a Principal, you will need to:* Demonstrate strong regulatory technical expertise coupled with outstanding financial services industry experience.* Draw upon your demonstrated technical, industry and risk advisory knowledge to become a trusted advisor to our clients.* Ability to assess and communicate regulatory, technology and risk considerations while leveraging cross functional teams to drive expertise through the talent and client experience.* Lead the development of innovative solutions and approaches to serving clients based on evolving technological tools and trends.* Build and sustain effective third-party relationships with regulatory compliance and automation technology firms, as relevant to the execution of the strategy.* Enhance Firm capability to respond to high-profile client needs as it relates to significant, complex compliance remediation and/or program transformation.* Effectively manage, motivate, and mentor multidisciplinary teams to work as a cohesive, client-centric unit in delivering high-quality solutions to sophisticated clients.* Leverage your existing network and personal brand in the marketplace to drive growth, which includes identifying and securing new opportunities.* Oversee a diverse book of business, maintaining overall responsibility for the profitability, effective delivery, and engagement risk of all client-related work within the portfolio.* Responsibility for managing P&L, including driving net services and managing to margin metrics* Leading multiple high-profile client relationships simultaneously, while providing leadership on proposal opportunities and ongoing internal initiatives.* Recruit and retain future leaders of the firm.* Leverage your experience and expertise to advance the professional aspirations and skills of your colleagues.* Model the core RSM values of respect, integrity, teamwork, excellence, and stewardship in all interactions with clients and team members.**Responsibilities*** Discover and deliver digital management consulting opportunities for clients looking to optimize their performance.* Work with new prospects and existing clients to identify the optimal digital strategy for them with supporting roadmap of activities that will enable clients to achieve their growth goals.* Help grow the Tech Advisory sales through business development, relationship development, and industry and market aligned growth activities.* Support, mentor, and grow an existing team of Tech Advisory professionals to continue and accelerate our ongoing growth trajectory.* Be well-versed in existing and emerging technology paradigms such as Digital Strategy and Transformation, AI, Analytics, IT Target Operating Models, Automation, ERP, Cloud, Enterprise Architecture, ITSM etc.* Lead all client delivery activities and discovery sessions that include requirements gathering and desired workflows with clients to understand and document their business needs (i.e. budget forecasting, financial reporting, and consolidation)* Serve as a liaison between stakeholders and users* Define business requirements for a number of different types of technology engagements* Interact and communicate effectively with managers and middle management executives* Assist the project teams through agreed upon phases on a variety of projects which could include best practices, process re-engineering, finance strategy and organizational development, business integration planning and execution, performance management software selection, design and implementation, ERP software selection, implementation, and optimization or operational and IT strategy assessments and due diligence* Provide analysis, development and documentation of improvement opportunities* Facilitate user workshops to gather and document business needs, requirements, weaknesses and challenges* Continuously learn to better understand RSM's array of services, with the intent to enhance value to our clients* Stay up to date on the latest process and IT advancements to automate and modernize systems and regulations* Effectively document and communicate your insights and plans to cross-functional team members and management* Evaluate business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions* Prioritize initiatives based on business needs and requirements* Provide leadership, training, coaching, and guidance to junior staff* Gather critical information from meetings with various stakeholders and produce useful reports* Provide thought leadership through presentations or writing such as blogs or RSM content either individually or jointly with other RSM team members* Network internally and externally to develop sales opportunities* Establish yourself as a trusted advisor to clients, while managing their expectations* Manage multiple projects and project teams to deliver exceptional client experience**Qualifications*** A minimum of 12-15 years of previous experience delivering Digital Strategies, IT Transformations. information technology integration, outsourcing, and/or management consulting services* Experience selling and delivering IT consulting services/solutions of which encompassed digital strategy, people, and process, technology and infrastructure components* Experience with ERP, CRM, financial reporting, portal, accounting systems* Industry experience in one or more of our key industries - Industrials, Life Sciences, Consumer Products, Financial Services and/or Public Sector.* Strong oral and written communication skills, including high-impact client-facing communications* Critical thinking and creative problem-solving skills, as well as the ability to apply theoretical concepts and best practices to solve business problems* Solid understanding of IT application lifecycle, IT general controls and methods* Experience with project management, business process re-engineering, business intelligence software design and implementation, ERP implementation, or merger/integrations* Experience building and maintaining client relationships and sales* Basic understanding of Data Privacy regulations* Familiarity with methodologies, tools, and approaches to support the practice* Experience with various software solutions including Microsoft Project, Visio, PowerPoint and Word* Bachelor's degree in Information Technology, Management Information Systems, Computer Science or related field and/or a technology focused MBA* Ability and willingness to travel up to 50% locally and nationally At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national #J-18808-Ljbffr

A digital banking company is seeking a Head of Data Science in Dallas, Texas. You will drive the data science roadmap, lead model development, and serve as a strategic consultant to stakeholders. The ideal candidate has over 8 years of experience in data science, particularly in financial services, and is proficient in Python and machine learning tools. A competitive salary of $250,000 to $300,000 is offered, along with bonuses and equity. #J-18808-Ljbffr

We are assisting a well-established, award-winning commercial construction firm based in Houston, Texas is seeking an experienced Project Manager to join its growing team. The company is widely recognized for delivering high-quality commercial projects across healthcare, corporate interiors, industrial, education, and mixed-use sectors. The firm has earned industry recognition for: Excellence in project delivery and client satisfaction A strong safety culture and operational discipline Leadership and growth within the Texas construction market High levels of repeat and negotiated work The organization maintains a collaborative, performance-driven culture with a long-term focus on employee development and client relationships. Position Summary The Project Manager is responsible for leading commercial construction projects from preconstruction through closeout. This individual oversees project scope, schedule, budget, subcontractor coordination, and client communication while ensuring projects are delivered safely, on time, and within budget. Key Responsibilities Manage all phases of commercial construction projects, including preconstruction, procurement, execution, and closeout Develop and maintain detailed project schedules, budgets, and cost forecasts Lead subcontractor buyout, contract administration, and change management Coordinate with owners, architects, engineers, and internal project teams Ensure compliance with safety standards, quality control requirements, and company procedures Oversee RFIs, submittals, pay applications, and project closeout documentation Provide leadership and mentorship to project engineers and assistant project managers Proactively identify risks and implement solutions to maintain project performance and client satisfaction Qualifications Minimum of 3 years of experience as a Project Manager in commercial construction Must show an extensive project list with various jobs built as a commercial PM. Demonstrated success managing projects ranging from $10M to $50M+ Strong knowledge of construction means and methods Experience using construction management software such as Procore, MS Project, Primavera, or similar platforms Excellent leadership, communication, and organizational skills Ability to manage multiple stakeholders in a fast-paced project environment Bachelor's degree in Construction Management, Engineering, or a related field preferred Compensation & Benefits Competitive base salary with performance-based bonus potential Vehicle allowance or company vehicle Comprehensive benefits package including medical, dental, vision, and 401(k) Paid time off and company holidays Long-term career advancement opportunities with a respected, stable contractor Opportunity to work on high-profile, award-winning commercial projects throughout Houston and Texas

Financial Planning Tax office is looking for a goal-driven Lead Tax Accountant to be responsible for advising clients, analyzing tax data submitted by clients, and filing and submitting tax returns. Our lead Tax Accountant will also supervise the bookkeeping & tax teams. Tax accountants should ensure confidentiality, provide excellent service to promote repeat business, and provide future tax planning to clients. Should also be able to process bookkeeping for clients and analyze company financials. To ensure success as a tax accountant you should be knowledgeable of legislation and regulations, provide excellent service to clients, and maintain the high standard set by the organization. Ultimately, a top tax preparer will be detail-oriented with excellent oral and written communication skills to handle correspondence from clients and tax authorities. You should be proficient with both bookkeeping & tax preparation software. Job Description: Facilitate and manage the preparation and review our client's federal tax returns and the accurate, timely filing of all tax forms. Ensure accurate, timely filing of consolidated federal, state and local income tax returns and other business-related filings for our clients. Find and implement opportunities for process improvement in company tax procedures. Develop and implement strategic tax planning for all necessary federal and state taxes. Manage members of the bookkeeping & tax team as they prepare components of our client's US federal income tax return and other tax documents. Along with reviewing the financial statements prepared by the bookkeeping team & tax returns. Plan for and develop an overall return calendar and coordinate timing and inputs with the tax team. Maintain effective control procedures over all aspects of the tax process. Assist with the management of client's IRS income tax audits: preparing responses, creating schedules, etc. Monitor legislative and regulatory tax law developments, communicate the effects of these developments to management and the tax team and create strategies to capitalize on changes to taxation legislation. Provide support and train staff in the taxation department Review tax returns and quarterly/yearly tax projections for clients Manage and mentor members of the tax team to greater levels of effectiveness and engagement Facilitate Client Retention and Growth Acquire new clientele for the company Requirements: Experience with both Individual and Corporate Returns Bachelor's degree in accounting or finance. Registered Tax Return Preparer Test completed. Registration with the IRS with a valid PTIN. Minimum of 5 years' experience. Computer literate. Strong oral and written communication skills. Must ensure confidentiality. Proficient with QuickBooks Payroll relief Proficient Tax Preparation Software