Department: Transaction Advisory Services Who We Are Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We're known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in
Accounting Today's
"Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we've earned the No. 1 ranking three times.
What Sets Us Apart
We're redefining what it means to work in public accounting by:
Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone's version of “home” is unique to them
Leaning on our core values and showing genuine care and concern for one another
Empowering our people to do what's best for them, while providing exceptional client service
Cultivating an environment that allows our people to thrive personally
Investing in the professional growth of our people
Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.
Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
What You'll Be Doing
As a transaction advisory associate, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients' investment decisions. Professional writing skills and the ability to clearly document findings are vital to your success in this role. This Austin-based, in-office position presents a unique opportunity for accelerated professional development in a team-oriented group with no travel expectations.
What We're Looking For:
Minimum of 2 years of experience in public accounting (preferably Big 4, national, regional or large local firm)
Experience with quality of earnings (QoE) analysis preferred
CPA, CFA, or eligible to sit for CPA or CFA exam
Ability to work in-person at our downtown Austin office
Strong Excel skills
Highly motivated team player
Strong written and verbal communication skills
Aptitude for project management
Exposure or some experience with M&A transactions and Quality of Earnings reports
Experience with recurring revenue software companies preferred
How You Can Grow
Unlike traditional accounting firms, our people create their own personalized career paths, whether they are pursuing a path to partner or not. With dedicated advisors to guide you, we'll assist you with finding a career path that works for you.
We have a strong history of promoting within - 25 of 26 current partners were promoted to partner after demonstrated success at the firm. Regardless of your path, we provide tools to help you succeed.
What We Offer:
PTO: 22 days (increases with firm tenure) plus 8 paid holidays and 2 floating holidays
Paid parental leave and paid bereavement leave
Annual bonus through profit-sharing plan
401(k) plan including profit-sharing contribution
Insurance: medical insurance (cafeteria plan including medical and dependent care flexible spending accounts), dental insurance, vision insurance, term-life and accidental death and dismemberment insurance, short-term disability, long-term disability
Employee assistance program
Continuing professional education
Hybrid, flexible scheduling
Many more perks and benefits
Employees must work a minimum of 30 hours a week to be eligible for the following benefits: Medical, Dental, Vision, Health Savings Account, Limited Purpose Medical Flexible Spending Account, Full Medical Flexible Spending Account, and Dependent Care Flexible Spending Account, Term Life and AD&D, Long-term Disability and Employee Assistance Program.
$55k-70k yearly est. Auto-Apply 60d+ ago
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Executive Assistant for CEO Team
Q Investments 4.1
Fort Worth, TX job
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 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.
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$96k-127k yearly est. 19h ago
Talent Acquisition Specialist
New American Funding 4.2
Plano, TX job
The Talent Acquisition Specialist will have a proven success and track record cold calling** candidates and overcoming objections**.
Coordinates communications between VP/Manager and Candidates.
Develops and maintains network of contacts to help identify and source qualified candidates.
Enters notes and applicant information into Applicant Tracking System consistently.
Ability to demonstrate proficiency with using multiple internet recruiting sites to network and recruit.
Proactive approach to recruiting and experience building talent pools/talent communities.
Initiates contact by Cold Calling, texting, emailing, etc with possibly qualified candidates for specific job openings.
Current or previous mortgage sales or operations experience is a plus.
Proven success in a fast paced, sales-oriented work environment.
Strong interpersonal and people skills.
Excellent written and verbal communication skills.
Works extremely well in a team environment and collaborates with other team members.
In office Monday - Thursday and Work from Home on Fridays!
$48k-78k yearly est. 3d ago
Customer Service Representative
Tata Consultancy Services 4.3
Plano, TX job
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
$40k-55k yearly 4d ago
Card Product Director - Global Growth (Hybrid/Remote)
Crypto.com 3.3
Remote or Dallas, TX job
A leading cryptocurrency platform is seeking a Card Product Manager to oversee the end-to-end management of their card products. The role involves collaboration across various teams to ensure success and drive revenue growth. Ideal candidates should have over 8 years of experience in product management, particularly with card products, and possess strong analytical and communication skills. The position offers competitive salary and benefits including work flexibility.
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$103k-149k yearly est. 3d ago
US Deputy CISO - Technology Risk & Cyber Security Leader
Scotiabank 4.9
Dallas, TX job
A leading American financial institution is seeking a US Deputy Chief Information Security Officer in Dallas, Texas. The role involves supporting the MD & US CISO in building technology risk controls and collaborating with senior executives across different departments. Suitable candidates should possess over 10 years of experience in technology risk management, excellent communication skills, and a relevant advanced degree. This position promotes a strong risk culture and aims to ensure compliance with security policies and regulations.
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$99k-120k yearly est. 1d ago
Project Engineer
Orion 4.8
Houston, TX job
This position is accountable for planning, directing, and coordinating activities of designated project to ensure that goals or objectives of project are accomplished within prescribed time frame and funding parameters by performing the following duties personally or through subordinates, if applicable.
The incumbent must have the ability and flexibility to work varying shifts, long hours (8-12 hours) and weekend hours according to project needs.
The incumbent must support the guiding beliefs and core values of Orion, which are centered on Safety, Quality, Delivery, and Teamwork most importantly, with each built upon the all-important foundation of Integrity.
SPECIFIC RESPONSIBILITIES
Assists in the preparation and planning of pre-job meetings (examples: plans, specification, budgets, cost targets, scheduling, and others as necessary).
Assists Project Manager(s) in the management of all assigned jobs.
Reviews & processes shop drawings and submittals (including those from subcontractors), checking for accuracy when compared to drawings and specifications.
Distributes all drawing revisions to Project Manager(s), Superintendent(s) and Subcontractors; and request new shop drawings from suppliers and subcontractors as necessary to match revisions.
Prices all drawing revisions and Field Extra Work Tickets; review with Project Manager(s) and submit to General Contractor or client; update stick set and drawing log with each revision received.
Maintains the RCO log and PM Submittal Log for each assigned project.
Keeps all project schedules updated with actual durations for each task as compared to the original Base-Line Schedule; document all applicable delays (weather, GC, suppliers, others).
Orders, ensures timely delivery, and reviews accuracy of materials such as rebar, shoring, forming, and post-tensioning.
Contacts the Superintendent(s) on assigned job(s) frequently and visit job site(s) regularly to identify problems and assist in reaching solutions.
Approves and codes assigned invoices, as requested by project manager.
Tracks Manhours & Job Cost for all assigned jobs weekly.
Meets with Superintendents to identify target cost to complete job under budget.
Assists Project Manager(s) with End of Month Financial Reports for all assigned jobs.
Prepares project reports for management, client, or others.
Coordinates project activities with activities of government regulatory or other governmental agencies.
All employees, current and former, must maintain confidentiality by not disclosing to others any confidential, proprietary or trade secret information belonging to the Company.
EMPLOYEE SAFETY AND COMPLIANCE
Responsible and accountable for incumbent's own personal safety.
Responsible and accountable for the safety of all co-workers and any others incumbent encounters.
Authorized and obligated to stop work on any task or series of tasks whenever an unsafe condition or situation is anticipated or is observed.
Complies with all applicable laws, regulations and Company policies and procedures, and is subject to appropriate disciplinary action (including dismissal) for failure to do so.
Reports violations of applicable laws, regulations or Company policies and procedures promptly, and is subject to appropriate disciplinary action (inluding dismissal) for failure to do so.
Performs other related administrative and technical duties as may be assigned or requested by immediate supervision (such as certification training, safety training, procedure review, etc.).
POSITION REQUIREMENTS
A minimum of (1) year of construction related experience. BS Degree in Construction Management required or related discipline and field experience in commercial concrete construction, or equivalent combination of education and experience.
In addition, the incumbent must have:
Working knowledge of Project Engineer functions.
Excellent computer skills including MS Office (Excel, Word, PowerPoint), MS Project, Adobe, construction drawings software (i.e., PlanGrid), and ability to learn new software systems as required for the position.
Outstanding verbal and written communication skills with the ability to interact with employees at all levels, clients, vendors, and suppliers.
Strong leadership skills with the ability to work well under pressure and high stress situations.
Ability to manage multiple projects, meet tight deadlines, and adapt to changing work priorities.
Problem solving, critical thinking, and analytical skills for project efficiency.
Ability to work in different weather conditions (heat, cold, etc.) and office settings (office, trailer at the field, etc.).
The Company expects and requires incumbent and each of its other employees to observe and fulfill the above and all other safety responsibilities and actively work toward maintaining a safe workplace. Failure to do so can result in disciplinary action, up to and including termination of employment.
PHYSICAL/MENTAL REQUIREMENTS
The incumbent must be able to perform the essential functions of the job with or without reasonable workplace accommodation.
The individual must also be able to wear and properly utilize appropriate personal protective equipment (PPE) to work or visit within areas where it is required. This includes hard hat, safety glasses, respirators, ear plugs, steel toed shoes, or other protective equipment as required by the work performed and location the work is being done.
This individual must also have the ability to identify critical issues and formulate action plans with all levels of management, including corporate and executive.
The incumbent must possess the ability to remain calm during emergencies and respond appropriately as dictated by the circumstance of the incident and as directed by the Safety Representative or other management personnel. Must be capable of evacuating the work area in a timely manner should an emergency situation arise.
Compensation & Benefits:
An excellent compensation and benefits package is offered. Benefit plans include:
Medical, including Prescription Drugs
Dental
Vision
Life and AD&D Insurance
Short Term and Long-Term Disability Insurance
Employee Assistance Plan
401(k) Retirement Plan
Paid Time Off for Vacation, Sick, Holidays, Jury Duty and Bereavement Leave
Pre-Tax Health and Dependent Care Flexible Spending Accounts
Career Growth & Development
$65k-97k yearly est. 19h ago
Digitalization Expert: Enterprise Automation & Data
Caterpillar Financial Services Corporation 4.5
Irving, TX job
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.
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$126k-190k yearly est. 2d ago
Global Software Engineering Manager
Caterpillar Financial Services Corporation 4.5
Irving, TX job
A leading global construction equipment manufacturer is seeking a Software Engineering Manager to lead agile software development teams. In this role, you will guide teams to design and deploy cutting-edge applications while fostering a culture of innovation. Candidates should have a Bachelor's degree in Computer Science and strong leadership skills in software development. Join a Fortune 100 leader advancing sustainability and technology.
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$99k-131k yearly est. 2d ago
Wealth Strategy & Private Banking Advisor
Jpmorgan Chase & Co 4.8
Dallas, TX job
A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs.
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$54k-88k yearly est. 1d ago
Director, U.S. Deputy CISO
Scotiabank 4.9
Dallas, TX job
Select how often (in days) to receive an alert:
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience.
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Global Banking and Markets
Global Banking & Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.
Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!
Purpose
The US Deputy Chief Information Security Officer (Deputy CISO) will support the MD & US CISO in building robust United States technology risk (includes all non-financial risks such as Cyber Risk, Availability, Resiliency Risks and Operational Risk) related controls and processes and ensure they are maintained and adhered to in the assigned portfolio. Along with the MD & US CISO the Deputy CISO will collaboratively assess, evaluate and remediate increasingly complex technology risk, design controls and assist in their implementation in the USA, a key growth market. Acts in the line of defense as Internal Control (1B) to ensure implementation of initiatives in accordance with regulatory expectations, risk appetite, organizational risk practices and evolving business practices. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
What You'll Do
Champion a customer focused culture to deepen relationships with Sr. leadership, peers, and functional groups by leveraging IT and risk expertise.
Partners across senior executives US CIO, Global CISO, Risk, Operations, compliance and legal teams to deliver improved US regulatory outcomes and strategies.
Supports in the US 1st line Technology Risk, Cyber Security and Internal Controls teams.
Alongside with the MD & CISO, the Deputy CISO will collaborate with US CIO and Global CISO, in leading frequent interaction and reporting to US Federal Regulators.
Support in overseeing critical 1st Line of Defense (1B) function in highly regulated US Technology realm with ongoing guidance to support the implementation of, and compliance to, established IT Standard, Policies, Procedures, regulatory, operational risk and cyber risk requirements through active engagement, guidance and counselling.
Support in leading US 1st Line of Defense (1A) teams and Risk owners, to build their capability to identify, assess, mitigate and monitor risks associated with their use of information and IT systems.
Is primary interface and conduit between the 1A risk owners and other risk groups or advisors in various business areas (Internal Controls, Audit, Cyber Security, Privacy, Fraud, Resilience, Availability) to spearhead the facilitation and execution of risk management activities.
Support in Managing Technology Risk identification, assessment, prioritization for relevant business areas. Ensures observations, issues and outputs are tracked and actioned.
Support in leading US Technology risk control testing and monitoring and guides all US based Technology Risk Owners with remediation plans.
Partner with and face other risk groups to assess, implement and communicate new/updated risk controls, frameworks, policies, risk indicators, metrics and limits.
Oversee analyses of systems or asset data and deliver monthly / quarterly reporting for senior management, Internal Controls, GRM, Compliance, Audit, Operational Risk or 1A stakeholders.
Leads team that develops reports and presentations to deliver updates on KPIs/KRIs to various audiences, including senior business risk committees. Develop or manage programs to establish KRI performance within the bank's risk tolerance. Prioritize risk activities, ensure timely remediation and elevate when necessary.
Evangelize for Technology Risk and promote a strong risk culture in partnership with the risk owners.
Co-ordinate SOX control testing. Facilitate evidence collection and elevate conflicts or roadblocks to relevant SME to ensure control testing is completed as per schedule. Prepare quarterly SOX attestations.
Ensuring that sound and consistent information security architectures that have been defined and documented are leveraged and effectively communicated to local business lines and technology support groups.
Support in the directing, assuring, and advancing the security of the Scotiabank Group's networks, including the reliability and manageability of logical access security and application change control operations locally.
Pursuing security and control process improvements and the protection of emerging technologies and new delivery systems; In collaboration with the Central ESS/CSS/GSS functions.
Working closely with Global Security Operation Services, Global Advisory Services and Enterprise Security Services to facilitate communication, support and transmit the Bank's Information Security vision as developed by the global CISO.
Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Scope includes compliance with information security regulations, user education and access, and cybersecurity.
Accountable for understanding, communicating and ensure compliance with Scotiabank's Information Security Policies as defined by Global Security Operation Services and Enterprise Security Services functions.
Leads the design and operation of related compliance monitoring and improvement activities to ensure compliance both with internal security policies and applicable laws and regulations.
Provides and maintains technical expertise on security aspects of systems, applications, and networks currently resident in the company and those planned for in the future.
Reviews system development, maintenance and acquisition efforts to ensure efficient and adequate security provisions.
Actively pursue effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
Champion a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment, communicating vison/values/business strategy and managing succession and development planning for the team.
Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
What You'll Bring
Candidates should have a breadth of Technology and non-financial Risk management experience. 10+ years (governance, operations, audit, cyber, control functions, compliance, risk management).
Candidates require expert leadership, communication (both verbal and written) and influencing capability, supported by well-developed logical thinking competencies. Proficient written and verbal communication required at all levels of the organization is essential.
Requires expert Technology risk management experience in multiple areas including but not limited to; internal controls, systems design, security, availability/stability/resiliency, disaster recovery, third party risk management, change management, release management, audit, regulatory risk, logical access, software currency. Exposure to cloud controls would be an asset.
Proven experience in risk or Cyber security leadership preferably with deep knowledge of US and GBM businesses including related systems, procedures, regulations expected.
Ability to balance contesting or conflicting goals of various departments and stakeholders which requires a mature, diplomatic approach and advanced negotiation, project management, governance and influencing skills.
Strong presentation design and delivery expected as part of the leadership team. Data Analytics and Visual dashboarding would be desirable.
Knowledge or understanding of Risk / Control frameworks (ITIL, ISO, COBIT, NIST, FFIEC).
Advanced degree in Computer Science, Engineering, Business Commerce or equivalent experience. Additional relevant Certifications would be an asset - ITIL V3 Foundation Cert. in ITSM, COBIT, CRISC, CISSP.
Interested?
If your experience is closely related but doesn't align perfectly with every qualification, we do encourage you to apply - you might be the right candidate for this or other roles at Scotiabank! At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture.
What's in it for you?
Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
#DALLAS
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.
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$105k-131k yearly est. 1d ago
Commercial Relationship and Servicing Supervisor
Countryplace Mortgage 3.6
Plano, TX job
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!
$50k-75k yearly est. 19h ago
State and Local Tax (SALT) Leader
Bonadio & Company LLP 4.1
Dallas, TX job
The Bonadio Group is seeking an accomplished and visionary professional to lead the expansion of our State and Local Tax (SALT) Practice. This senior leadership role will oversee the delivery of high-impact state and local tax advisory and compliance services, manage a team of skilled professionals, and serve as a key subject matter expert for clients and firm professionals across a wide range of industries. The ideal candidate will bring deep technical expertise, strong business development capabilities, and a passion for developing talent within a dynamic, growth-oriented environment.
Responsibilities:
Strategic Leadership and Development
Create and execute a strategic vision to grow and position our firm's SALT practice as leader in the market.
Develop innovative solutions to integrate SALT services across all service lines.
Cultivate and expand client relationships, identifying opportunities to cross-sell services and create go-to-market strategies.
Technical Expertise and Client Advisory
Advise middle-market and privately held businesses across diverse industries on a broad range of state and local tax issues.
Monitor and interpret legislative and regulatory developments impacting interstate business.
Foster a thought leadership strategy that ensures the firm and our clients remain informed and agile.
Participate in regular professional development activities to remain at the forefront of state and local tax trends.
Client Service & Relationship Management
Develop and execute customized SALT strategies aligned with client objectives to minimize risk and optimize tax positions.
Represent the firm at industry events, conferences, and professional organizations to elevate market presence.
Team Leadership & Development
Expand our core team, which serves as the firm's technical authority on complex multi-state tax matters, providing guidance to partners and internal teams.
Foster a culture of collaboration, innovation, and continuous learning.
Oversee resource planning, team development, training, and succession planning.
Required Qualifications:
CPA, JD, or equivalent credential
A minimum of ten years of progressive experience in state and local taxation, with proven leadership in a public accounting or consulting environment
Deep expertise in SALT compliance, planning, and controversy across multiple jurisdictions
Ability to translate complex tax concepts into actionable advice for clients and internal stakeholders
Strong leadership, communication, and project management skills
Ability to travel to support firm objectives, client engagements and practice development
Preferred Qualifications:
Master's in Taxation (MTax, MST) or Master's in Law (LL.M)
Hours of Operation:
Our office hours are from 8:00 a.m. until 5:00 p.m. Monday through Friday
Our summer hours are from 8:00 a.m. until 5:00 p.m. Monday through Thursday, and from 8:00 a.m. until 12:00 p.m. on Friday
We pride ourselves on our flexibility; however, the ability to work additional hours will be needed at peak times.
At The Bonadio Group, we believe that an inclusive work environment allows all of our people to achieve their greatest potential and the greatest results for our clients and communities. Bonadio is committed to the principle of equal treatment and opportunity for all people. The Firm is committed to fostering and managing diversity in the workplace as an integral part of its practice and service to clients. The Firm values the rich variety of perspectives and experiences offered by those of different backgrounds. This diversity strengthens our institution and enables it to better respond to our clients' needs in an increasingly global profession.
In the fast-changing accounting industry, The Bonadio Group is always on the cutting edge of growth and innovation. With our great mentoring and training programs, you'll be exposed to diversity of work, the ability to tackle more interesting issues, and have a path to Partnership. You'll be working with great people and great clients where you can truly make a difference. Apply online, get on board, and grow with us. You'll be glad you did!
All communications from The Bonadio Group regarding recruitment and hiring will come from an
@bonadio.com
email address and our process includes a discussion with our Talent Management team. If you have any questions or concerns, please contact us immediately at ************** or
*******************
.
EOE/AA Disability/Veteran
$81k-113k yearly est. Auto-Apply 60d+ ago
Private Banker, MD - Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Dallas, TX job
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.
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$58k-118k yearly est. 1d ago
Technical Documentation Specialist
Source One Technical Solutions 4.3
Fort Worth, TX job
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
$26k-36k yearly est. 3d ago
Management Consulting - Tech Advisory Solutions Principal
Rsm Us LLP 4.4
Dallas, TX job
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
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$59k-94k yearly est. 19h ago
Project Manager
Allegiance Group 4.4
Houston, TX job
Job Title: Project Manager - MEP
Salary: $100,000-$125,000
We are a well-established MEP contractor delivering mechanical, electrical, and plumbing projects across commercial and industrial environments. Due to continued growth, we are looking to appoint an experienced Project Manager to oversee projects from pre-construction through to completion.
The Project Manager will be responsible for managing the delivery of MEP projects, coordinating internal teams, subcontractors, and suppliers to ensure work is completed safely, on time, within budget, and to specification.
Key Responsibilities:
Manage MEP construction projects from pre-construction through to closeout
Develop and manage project schedules, budgets, and cost controls
Coordinate subcontractors, suppliers, and internal project teams
Act as the main point of contact for clients, consultants, and site teams
Monitor project progress, quality, and safety compliance
Manage change orders, variations, and commercial reporting
Ensure projects are delivered in line with contractual requirements
Requirements:
Proven experience as a Project Manager within MEP, mechanical, electrical, or plumbing construction
Strong understanding of MEP systems and construction processes
Experience managing commercial or industrial construction projects
Strong communication and stakeholder management skills
Ability to manage multiple projects simultaneously
Office-based role with regular site involvement
This is a full-time, office-based position in Houston offering long-term career progression within a growing MEP contractor.
$100k-125k yearly 1d ago
Lead Data Science & AI Strategy for Growth
Varo Money, Inc. 4.4
Dallas, TX job
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.
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Department: Transaction Advisory Services Approx. Start/End Dates: 05/17/2027 - 08/20/2027 Hours Requirements: 15-40 hours per week Who We Are Maxwell Locke & Ritter LLP is the largest locally owned accounting firm in the Greater Austin area. We're known for offering exceptional work-life balance and for our dedication to our people, our clients, and our community. We are proud to have been included in
Accounting Today's
"Best Accounting Firms to Work For" list for 13 consecutive years. In the past six years, we've earned the No. 1 ranking three times.
What You'll Be Doing
As a transaction advisory intern, you will be a key member of buy-side and sell-side deal teams, utilizing your Microsoft Excel skills to compile and analyze target company financial data. You will participate in discussions with key executives and decision makers and help identify potential issues important to our clients' investment decisions. You'll be able to apply your education in a hands-on, fast-paced learning environment, collaborate with associates and partners, and connect with a dedicated mentor throughout your internship.
How You Can Grow
Unlike most transaction advisory internship experiences, you will participate in transactions from start to finish. You will have the opportunity to contribute in executive management meetings and have direct access to senior members of the deal team.
The learning curve is steep, but you will quickly improve your analytical and professional communication skills to position you for future career success.
What We're Looking For:
Relevant transaction advisory, audit, finance, investment banking, or private equity internship experience strongly preferred
Must have completed Intermediate Financial Accounting I
Must have a 3.0 Cumulative GPA
Availability to work in-office during the internship period
Ability to collaborate and work effectively with a team
Strong Excel skills
Strong analytical skills
Strong written and verbal communication skills
Strong interpersonal skills
What Sets Us ApartWe're redefining what it means to work in public accounting by:
Instilling the belief that “No success at work is worth failure at home,” while recognizing everyone's version of “home” is unique to them
Leaning on our core values and showing genuine care and concern for one another
Empowering our people to do what's best for them, while providing exceptional client service
Cultivating an environment that allows our people to thrive personally
Investing in the professional growth of our people
Want to see it for yourself? Check out our Instagram (@maxlocrit) and watch this video to learn about the employee experience at ML&R.
Maxwell Locke & Ritter LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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Maxwell Locke Ritter may also be known as or be related to Maxwell Locke & Ritter, Maxwell Locke & Ritter LLP, Maxwell Locke & Ritter Llp and Maxwell Locke Ritter.