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Benchmark Search
Senior finance analyst job in Dallas, TX
We're working with a well-established electrical construction and services contractor that's known for long-term client relationships and a people-first culture. Our client is seeking a Vice President of Finance to join the executive leadership team and partner closely with the CFO to drive financial performance, strengthen operational insights, and support strategic growth.
Why this role stands out
Executive seat at the table: direct partnership with the CFO and leadership team
High-impact scope: influence profitability, cash flow, forecasting, and project performance across the business
Build and modernize: lead a major financial systems transformation and process improvements
People-forward environment: collaboration, development, and mentorship are core to the culture
Key responsibilities
Partner with the CFO to shape and execute financial strategy aligned to growth goals
Lead budgeting, forecasting, and long-range planning tied closely to operational priorities
Deliver clear reporting, variance analysis, and executive-level insights to support decision-making
Oversee accounting, financial reporting, compliance, and close disciplines aligned with U.S. GAAP
Strengthen project-level financial visibility, including work-in-progress reporting and cost-to-complete forecasting
Build dashboards and KPIs that connect financial results to operational execution
Drive operational finance partnership across estimating, project management, and field operations to improve margins and outcomes
Lead a companywide financial systems/ERP implementation and ongoing process automation efforts (without getting lost in the weeds)
Maintain strong internal controls and support risk management across contracts, growth initiatives, and operations
Lead, mentor, and develop a high-performing finance/accounting team; build a culture of accountability and collaboration
Support external relationships as needed (audit, banking, bonding, and insurance partners)
Travel up to 25%, typically planned in advance for key business meetings
Qualifications
Bachelor's degree in Accounting, Finance, or related field (MBA and/or CPA preferred)
10+ years of progressive finance leadership experience, ideally within construction or project-based environments
Strong background in project financial management (job costing, margin analysis, and WIP-style reporting)
Proven ability to lead teams, develop talent, and partner cross-functionally with operations leaders
Strong judgment and decisiveness in complex, fast-moving situations
Experience leading financial systems/ERP implementations and driving process improvement/automation
Excellent communication, analytical, and leadership skills
Who We Are Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation-inspiring complex change, enabling organizations to grow, building competitive advantage, and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities. Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures-and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive. What You'll Do As a SeniorAnalyst - BCG Vantage on our Client Focus path within BCG's Zero-Based Transformation (ZBT) topic, you will work in a growing global team, providing functional expertise and insights, working together with BCG case and proposal teams to deliver expert Zero-Based Transformation advisory to our clients. This will also include case delivery support and the creation of customized knowledge assets. You'll be deployed in client engagements with core consulting teams, actively engaging with clients to understand their needs, developing tailored solutions, and presenting insights and recommendations with clarity and confidence. In addition, you will support business development, go-to-market efforts and development of intellectual property & knowledge assets of the ZBT business, as opportunities arise, contributing to research and analysis & marketing efforts. ZBT is a fast-growing sub-unit within CFS that supports CEOs, CFO's and leaders to win the "next game"- and how to maximize value creation while doing it. ZBT provides the visibility needed to rigorously review and challenge ways of working and ultimately resetting the cost base in a way that guarantees the business is kept lean for a long-term. YOU'RE GOOD AT * Detailed cost baselining and spend analysis with strong understanding of cost categories at a granular level * Analysing large datasets of client financial and non-financial data utilizing advanced data analysis techniques to generate high value insights * Understanding and optimizing Chart of Accounts (CoA), general ledger systems and cost centers, providing insights to support cost management * Conducting internal and external benchmarking of costs to develop initial savings hypothesis * Identifying cost optimization levers to quantify savings potential and determining reinvestment opportunities * Conducting stakeholder interviews and facilitating challenger workshops with clients, supported with high quality analyses and your knowledge of optimization levers * Adapting the planning & budgeting process to sustainably incorporate the ZBT ways-of-working and savings ambitions * Defining governance policies for steering a ZBT program and implementing optimization initiatives * Monitoring savings realization and developing change management and communication for organization wide alignment * Working collaboratively and contributing effectively to team discussions; often leading discussions on alternative approaches and deliverables What You'll Bring * 3+ years of relevant work experience in cost restructuring required; candidates with consulting experience preferred * Minimum 2+ years of consulting experience strongly preferred, and 2-4+ years of industry experience in lieu of consulting experience * Master's degree in business administration, corporate finance, accounting, mathematics etc. with very good academic achievements and / or Qualified Chartered Accountant and / or ACCA and / or CMA, with a management consulting background * Outstanding analytical skills / comfortable working with large data sets to distill data driven insights * Outstanding interpersonal and communication skills to interact with internal and external stakeholder while working in a global collaborative team environment * Knowledge of data analysis and visualization tools (e.g., Alteryx and Tableau) will be an added advantage * Fluency in English Who You'll Work With Core Consulting Teams * Staffed as topic champion along with core consulting teams in client engagements by bringing in core domain expertise * Own and drive successful completion of a module in client projects * Provide insight generation expertise during team discussions to frame and structure client issues * Provide problem solving and solutioning to drive improvements across client organization * Enhance client deliverables by conducting high-quality analyses and applying business judgement * Suggests alternative or additional analyses to expand original scope and provide new insight * Demonstrate good slide-writing and story-lining skills to generate client ready materials * Concise, synthesized and confident during discussions with project teams, running workshops with client teams and presenting analysis & findings to clients * Develop effective relationships with senior project leadership to build strong demand as a topic champion for repeat staffing * Demonstrating adaptability and resilience, quickly adjusting to changing priorities and maintaining composure under pressure * Support proposal development by guiding consulting teams on transformation approach, BCG capabilities, past case credentials and experts Topic Teams * Build and update new topic-related customized knowledge products * Control the consistency of knowledge management databases * Reviews knowledge products and ensures they are current and relevant and updates when appropriate * Writes abstracts and indexes for projects and practice documents * Assisting in Practice Area intellectual capital development projects (studies, articles and other publications Additional info BCG Vantage is a powerhouse of expertise, seamlessly embedded within Practice Areas and markets to drive extraordinary impact. It equips BCG case teams and clients with cutting-edge expertise, proprietary assets, actionable data, and transformative insights that empower our case teams and enable our clients to achieve their aspirations. With global experts across 20 Practices, covering more than 100 topics, sectors and offers, plus four focused geographic markets, BCG Vantage delivers unparalleled depth and breadth of insight & expertise. BCG Vantage consists of three career paths, each playing a crucial role in delivering value to clients, case teams and practice teams. Client Focus (Embedded Expertise) * Integrates into client-facing teams to deliver direct client impact through expertise, know-how, and proprietary tools and assets Topic Activation (Sector Expertise with Proprietary Tool & Data Solutions) * Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients Research (Practice Topic and Sector-Aligned Research and Insights) * Delivers actionable research and insights tailored to the client project's needs; works with qualitative and quantitative data, conducts research and provides synthesized results from sources including commercial data, public and open source, company and industry research, macro-economic, commodities and trade data. *** For US locations only *** In the US, we have a compensation transparency approach. Total compensation for this role includes base salary, annual discretionary performance bonus, retirement contribution, and a market leading benefits package described below. The base salary range for this role in Dallas is $124,800 - $129,000. This is an estimated range, however, specific base salaries within the range depend on various factors such as experience and skill set. It is not common for new BCG employees to be hired at the high-end of the salary range. BCG regularly reviews its ranges to ensure market competitiveness. In addition to your base salary, your total compensation will include a bonus of up to 24% and a generous retirement contribution that starts at 5% and moves to 10% after 2 years. All of our plans provide best in class coverage: Zero dollar ($0) health insurance premiums for BCG employees, spouses, and children Low $10 (USD) copays for trips to the doctor, urgent care visits and prescriptions for generic drugs Dental coverage, including up to $5,000 in orthodontia benefits Vision insurance with coverage for both glasses and contact lenses annually Reimbursement for gym memberships and other fitness activities Fully vested Profit Sharing Retirement Fund contributions made annually, whether you contribute or not, plus the option for employees to make personal contributions to a 401(k) plan Paid Parental Leave and other family benefits such as elective egg freezing, surrogacy, and adoption reimbursement Generous paid time off including 12 holidays per year, an annual office closure between Christmas and New Years, and 15 vacation days per year (earned at 1.25 days per month) Paid sick time on an as needed basis Boston Consulting Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity / expression, national origin, disability, protected veteran status, or any other characteristic protected under national, provincial, or local law, where applicable, and those with criminal histories will be considered in a manner consistent with applicable state and local laws. BCG is an E - Verify Employer. Click here (******************************************* for more information on E-Verify.
$124.8k-129k yearly 1d ago
Corporate Strategy Analyst
Landmark Structures
Senior finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
$54k-82k yearly est. 1d ago
Director of Financial Planning and Analysis
Stevendouglas 4.1
Senior finance analyst job in Dallas, TX
Director of FP&A
StevenDouglas has partnered with a construction company that is looking for a Director of FP&A.
This role is based near Addison and is fully in office.
The Director of FP&A will lead all financial planning and analysis efforts for the division, including budgeting, forecasting, and internal reporting. This role ensures financial integrity through adherence to GAAP and company policies, while also supporting operational effectiveness across the division. This position will partner closely with divisional leadership to drive performance, provide insights, and support strategic initiatives, including M&A activities. The ideal candidate is analytical, detail-oriented, and comfortable collaborating with both finance and operational teams.
Key Responsibilities
Lead the creation and maintenance of divisional business plans, budgets, and forecasts
Ensure accuracy and compliance in financial reporting in accordance with GAAP and internal policies
Support cost control efforts and provide financial oversight across the division
Analyze margins, prepare pricing proformas, and evaluate financial performance
Assist in the administration and oversight of sales contracts
Support strategic decision-making with accurate and timely financial analysis
Collaborate with leadership to drive divisional growth and profitability
Engage with investors during project due diligence and underwriting
Facilitate timely accruals and manage trailing costs
Qualifications
Bachelor's degree in Finance
10-15 years of relevant Finance experience
Homebuilding, Construction, Building Component or Manufacturing Industry experience
$87k-125k yearly est. 14h ago
Senior Financial Analyst
Alari Search, LLC
Senior finance analyst job in Frisco, TX
Rapidly growing, private equity owned company is seeking a SeniorFinancialAnalyst to join their dynamic team. The SeniorFinancialAnalyst will conduct corporate financial planning & analysis, along with data analytics.
Salary range is up to $110,000 plus bonus
Duties Include:
Budgeting preparation, forecasting, and variance analysis
Prepare the long-term financial plan for the company, including P&L, Capital Expenditures, Balance Sheet and Cash Flow
Operations analysis, including cost and profitability analysis
Includes ongoing updates and enhancements to the company's 5-year strategic model, performing analysis, and running scenarios for PE firm and the Board of Directors
Work with complex data sets to identify, analyze, and interpret sales, margins and financial trends
Analyze current and past trends in KPIs, including but not limited to revenue, cost of sales, expenses, and working capital. Interpret data and provide recommendations to management
Financial Modeling, building dashboards in Power BI
Ad hoc projects and reports and requested
Requirements
BS or BA in Business, Finance or Accounting
Ability to turn disparate data into timely decision-making information, using cohesive narratives and graphical interpretation
Overall business acumen; understands the big picture
Experience with Power BI, Tableau, or similar software
Strong financial analytics
Great communication skills - tactfully influential
Very organized with attention to detail
Advanced Excel spreadsheet and modeling skills
Strong work ethic and results driven
Ability to drive change
$110k yearly 4d ago
Finance Manager
G.A. Rogers & Associates 3.8
Senior finance analyst job in Farmers Branch, TX
G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team.
Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!!
This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion.
How You'll Spend Your Time
Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs.
Act as a trusted financial counterpart to leaders who are making real-time decisions.
Frame insights in ways that drive action, not debate.
Diagnose what's really driving results - not just what shows up in reports.
Convert dense financial and operational data into clear priorities.
Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality.
Strengthen how costs are tracked, decisions are documented, and dollars are accounted for.
Identify where processes leak time, money, or clarity - and fix them.
Improve consistency across systems so leaders can trust what they're seeing.
Define standards that scale, not workarounds that break.
Design indicators that reveal momentum early - good or bad.
Connect field activity to financial outcomes in a way that feels obvious once seen.
Clarify where profit is earned, where it erodes, and why.
Lead planning cycles that actually influence behavior.
Build forecasts that adapt as conditions change instead of becoming outdated artifacts.
Present forward-looking views that help leaders choose paths, not defend the past.
Develop people, not dependencies.
Set clear direction, remove friction, and raise the bar without noise.
Help others understand how their work fits into something larger.
Leave teams and processes stronger than you found them.
What You Bring
A track record of financial leadership in environments where work is physical, variable, and execution-driven.
Experience guiding teams with mixed strengths and backgrounds.
Confidence to influence without relying on title.
Comfort operating where not everything is finished or documented - and the discipline to improve it.
Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome).
A bias toward building things that last.
Background That Fits
8-10+ years in financial planning, performance management, or operational finance.
Exposure to construction, mechanical services, or another project- or labor-driven industry.
Direct involvement in improving visibility into cost, margin, and performance.
$78k-103k yearly est. 4d ago
Financial Relationship Consultant
The Intersect Group 4.2
Senior finance analyst job in Plano, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Location: Plano 75024 (near SH 121 and Dallas North Tollway)
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: Typically 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
$75k-106k yearly est. 3d ago
Financial Analyst
Russell Tobin 4.1
Senior finance analyst job in Dallas, TX
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
$23 hourly 4d ago
Senior Analyst
Rreaf Holdings
Senior finance analyst job in Dallas, TX
We are a vertically integrated real estate investment, development, and management firm focused on the acquisition and repositioning of value-add multifamily communities across the United States. With in-house property management and construction management platforms, we execute full-cycle business plans designed to enhance asset performance and maximize value for our partners.
Position Summary:
The Asset Management SeniorAnalyst will provide critical analytical, financial, and administrative support to the Asset Management team overseeing a national portfolio of value-add multifamily properties. This is a high-impact, cross-functional role that requires a mix of quantitative rigor, operational understanding, and proactive project management. The Analyst will assist in driving the performance of the portfolio by supporting renovation oversight, financial tracking, lender and investor reporting, and team coordination across departments.
Key Responsibilities:
Build and maintain property-level financial models, including actual vs. pro forma comparisons, reforecasts, and investor return tracking.
Assist in rent roll audits, lease trade-out analysis, retention tracking, and performance dashboards.
Support ad hoc analysis such as breakeven occupancy studies, refinancing scenarios, and rent pricing strategies.
Collaborate with the Asset and Construction Management teams to track CapEx budgets, monitor renovation progress, and ensure alignment with business plans.
Prepare and submit monthly lender CapEx draw packages, including supporting invoices, lien waivers, pay apps, and photo documentation.
Maintain draw tracking logs, update draw schedules, and follow up on disbursements with lenders and internal accounting.
Support preparation of monthly, quarterly, and annual reports for lenders, partners, and internal stakeholders.
Track compliance requirements related to loan covenants, investor agreements, and municipal reporting (e.g., inspections, insurance, taxes).
Coordinate documentation needed for property tax appeals, insurance renewals, and lender deliverables.
Liaise with in-house property management and construction management teams to gather data, monitor timelines, and surface risks or delays.
Follow up with internal teams and external partners (lenders, consultants, vendors) to drive progress toward asset-level goals.
Assist Asset Managers in organizing weekly performance calls, preparing agendas, and distributing action item summaries.
Conduct market-level research and rent comp studies to support pricing, renewal, and leasing strategy decisions.
Help evaluate the impact of new supply, market absorption, and economic conditions on asset-level performance.
Qualifications:
Bachelor's degree in Finance, Real Estate, Economics, Accounting, or related field.
2-3 years of experience in real estate asset management, investment analysis, consulting, or private equity (multifamily experience preferred).
Strong proficiency in Excel and PowerPoint; experience with Yardi, RealPage, and/or Argus a plus.
Familiarity with CapEx draw processes and loan servicing documentation is preferred.
Highly organized, self-motivated, and able to manage multiple deadlines across different stakeholders.
Strong interpersonal and written communication skills.
Ability to travel occasionally for site visits and internal team meetings.
Compensation & Benefits:
Competitive base salary + discretionary bonus
Full health, dental, and vision benefits
401(k) with company match
Paid time off, holidays, and sick leave
$70k-94k yearly est. 3d ago
Sr Financial Crimes Analyst
American National Bank of Texas 3.7
Senior finance analyst job in Terrell, TX
The SeniorFinancial Crimes Analyst is responsible with developing, implementing all aspects of the Financial Crimes Compliance Program which includes maintaining the Bank's compliance laws and regulations that affect its operations, as well as conducting monitoring to ensure ongoing compliance. Lead investigations of suspicious activity to pursue corrective actions and ensure completion of required filings. Collaborate in the development of the Bank's formal Financial Crimes program which includes processes for identifying customer who may be at high risk of being used to lauder money or conduct terrorist financing. Directly responsible for the evaluation and decision to file suspicious activity reports and the review of high-risk customers while implementing the corporate directive regarding compliance with all related laws and regulations.
Manage reporting systems to accurately reflect the Financial Crimes requirements. Review all reports received for suspicious activity monitoring and determine if the report parameters are appropriate for the banks risk position
Analyze alerts escalated by the Financial Crimes Analysts that were received through the Financial Crimes system. Complete a suspicious activity report as needed
Perform an analysis daily, monthly, and quarterly reports designed to detect suspicious activity to identify trends and unusual activity. Complete a suspicious activity report as needed.
Review high-risk customers and complete a suspicious activity report as needed. Contact branch personnel regarding customers who are subject to investigations, to gather information as applicable for determining suspicious activity and account closure
Identity patterns and trends consistent with Financial Crimes including fraudulent activities
Assist with the annual completion of the Financial Crimes risk assessment
Participate in efforts to identify and develop projects/initiatives which promote efficiencies and/or stronger control environments
Recommend changes to Bank's policies, procedures, risk assessment, and monitoring programs in accordance with Financial Crime laws and regulations
Qualifications:
Bachelor's degree or equivalent education/work experience
7 years proficiency with all areas of Financial Crimes including Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP) and Office of Foreign Control (OFAC) regulations; 9 years of banking experience; ACAMS (or other related certification) certified or willingness to achieve within first two years of employment
Preferred: Nasdaq Verafin system and Fraud experience
Skills:
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
Work occasionally requires more than 40 hours per week to perform the essential functions of the position
Lifting in an office setting may be required up to 30lbs.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$64k-85k yearly est. 3d ago
Sr. FP&A Analyst
Leadsonline
Senior finance analyst job in Plano, TX
Who we are:
LeadsOnline provides crime-solving technology to law enforcement agencies across the globe. The company's suite of investigative solutions includes data, analysis and ballistic identification tools that help solve a range of cases-from missing property and people to gun crimes and other violent offenses. Founded in 2000, LeadsOnline now serves more than 5,500 U.S. law enforcement agencies and global public safety organizations in nearly 80 countries. LeadsOnline is headquartered in Plano, Texas, and Montreal, Quebec, Canada.
Job Summary:
The SeniorFinancial Planning & Analysis (FP&A) Analyst's role will focus on strengthening our financial reporting, planning, and analytical capabilities as we scale. This role will be central to driving operational visibility, improving forecasting accuracy, and partnering across departments to support strategic decision-making.
You'll work hands-on with large datasets, build scalable models, automate reporting, and help shape the financial foundation of a fast-paced, PE backed SaaS organization.
Roles & Responsibilities:
Lead the monthly reporting and forecasting process, providing clear analysis and actionable insights to the leadership team.
Develop and refine financial models to support scenario planning, headcount forecasting, and SaaS metric tracking (ARR, churn, LTV, gross margin, etc.).
Partner with business units (Sales, Customer Success, Product, and G&A) to develop budgets and identify key drivers of performance.
Automate recurring reports to improve visibility into company and departmental performance.
Drive continuous improvement of FP&A processes, data accuracy, and planning systems as the company scales.
Support board and executive reporting, including financial packages and strategic analysis.
Conduct ad hoc analyses to evaluate business initiatives, pricing, customer trends, and investment opportunities.
Support the finance department with other tasks as needed.
Key Competencies & Skills:
US Citizenship Required
Bachelor's degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive FP&A experience, ideally in a SaaS or recurring revenue environment.
Advanced Excel modeling skills, including scenario analysis and automation.
Experience with planning and reporting tools such as Adaptive Insights and tools like Power BI.
Strong analytical and quantitative skills, with the ability to work comfortably with large and complex datasets.
Proven ability to distill complex data into clear insights and communicate effectively with senior stakeholders.
Experience in partnering with GTM leaders/functions/teams, providing actionable analysis to drive revenue.
Experience improving forecasting and reporting processes in a scaling organization is a plus.
Basic SQL experience is a plus.
This position offers opportunities for professional growth and development in a dynamic finance department. If you're a dedicated and reliable individual with a passion for accounting, we'd love to hear from you!
Why Join LeadsOnline?
Be part of a team where your work truly matters. Help law enforcement agencies serve their communities better while thriving in a supportive, mission-driven culture that values Service, Energy, Ownership, and People.
What You Can Expect From Us:
We serve with Energy, diligence, and persistence. We deeply believe the work we do makes a difference in the lives of our users, the communities they protect, and the victims they serve. Guided by Ownership, we continually push to make our products better and to make each other better.
At LeadsOnline, we take our work seriously but not ourselves. You'll find joy, camaraderie, and fun in everything we do. That's Service, Energy, Ownership, and People in action.
LeadsOnline is an Equal Opportunity Employer and does not discriminate against applicants based on race, religion, color, disability, medical condition, legally protected genetic information, national origin, gender, sexual orientation, marital status, gender identity or expression, sex (including pregnancy, childbirth or related medical conditions), age, veteran status or other legally protected characteristics.
Senior Manager - Investment Wholesaler Trainer & Analyst
Company: Megatel Capital Investment (MCI)
About Us:
Megatel Capital Investment (MCI) is the capital markets division of the Megatel Group, a fully integrated residential real estate company headquartered in Dallas, Texas. Since 2006, Megatel has grown into one of the nation's most successful private developers and homebuilders, specializing in large-scale, amenity-rich lagoon communities. MCI provides the growth capital and financing needed to bring these visionary developments to life.
Role Overview:
We are expanding our sales management team and seeking a strategic, data-driven, and motivational Senior Manager - Investment Wholesaler Trainer & Analytics. This leadership role blends investment product sales expertise with training, analytics, and operational oversight. You'll be responsible for elevating the performance of our internal and external wholesalers through coaching, training programs, and data-informed strategy, while driving alignment across departments and ensuring compliance.
Key Responsibilities:
Sales Team Leadership: Manage day-to-day operations of the Dallas-based sales desk team, mentoring internal and external wholesalers to exceed performance goals
Training & Development: Design and deliver training programs on investment products, market trends, sales strategies, and compliance requirements
Sales Strategy & Analytics: Analyze sales data, market trends, and competitor activity to identify growth opportunities and inform strategic initiatives
Performance Tracking: Develop dashboards and reports to monitor KPIs and provide actionable insights to senior leadership
Process Optimization: Identify inefficiencies and implement improvements using data and technology to scale operations and automate reporting
Cross-Functional Collaboration: Partner with marketing, product development, finance, and IT to ensure cohesive messaging and strategic alignment
Client Insights: Translate data into customer behavior insights to refine targeting and segmentation strategies
Compliance Oversight: Ensure adherence to regulatory standards and conduct principal reviews
Recruitment Support: Assist in identifying and onboarding top talent for the sales team
SalesForce CRM Management: Oversee CRM usage and reporting to enhance productivity and visibility
Qualifications
Desired Qualifications:
FINRA Series 7, 24, and 63 licenses
Bachelor's degree in a related field
5+ years of experience selling alternative investment products
3+ years of team management experience
Proven success in exceeding sales goals
Established relationships within IBD/RIA channels
Strong leadership and motivational skills
Exceptional verbal, written, and interpersonal communication skills
Proficiency in Salesforce CRM and reporting tools
Excellent time management and organizational abilities
$76k-127k yearly est. 6d ago
Sr Investor Accounting Analyst (On-Site)
Newrez
Senior finance analyst job in Coppell, TX
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
Primary Function
The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty.
The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.
Principal Duties
* Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios.
* Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II.
* Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines.
* Works with Investor Reporting team members to resolve items within the investors' accounts.
* Maintains and follows procedures and controls within the monthly process.
* Assists with internal and external audits.
* Heavy use of Microsoft excel for data analysis and reporting.
* Attention to detail and strong organization skills important.
* Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions.
* Research operational, reporting, or data issues and present solutions or process improvements to management.
* Develops and enhances operational procedures.
* Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides.
* Handle ad-hoc reporting or research as directed by management.
* Performs related duties as assigned by management.
Education and Experience Requirements
* High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred.
* 5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required.
Knowledge, Skill, and Ability Requirements
* Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance.
* Advanced MS Excel experience required.
* Proficient in MS Word and PowerPoint.
* SQL or other database reporting experience preferred.
* Servicing Director knowledge a plus
* Strong problem solving and analytical skills.
* Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
* Strong communication skills to interact with Senior Management and other business units.
* Working understanding of operational risks and related controls.
* Strong organizational and time management skills necessary.
* Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
* Self-motivated with strong attention to detail and excellent organization skills
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
* Medical, dental, and vision insurance
* Health Savings Account with employer contribution
* 401(k) Retirement plan with employer match
* Paid Maternity Leave/Parental Bonding Leave
* Pet insurance
* Adoption Assistance
* Tuition reimbursement
* Employee Loan Program
* The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
* Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
* 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
* Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
* Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$69k-123k yearly est. Auto-Apply 25d ago
Sr Investor Accounting Analyst (On-Site)
Newrez LLC
Senior finance analyst job in Coppell, TX
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
Primary Function
The Sr Investor Accounting Analyst is responsible for preparing, and reviewing assigned monthly bank reconciliations of various clearing, PI, & TI custodial accounts for investors which could include FNMA, FHLMC, GNMA, or Private Portfolios. This person will be responsible for accounts with high levels of difficulty.
The Sr Investor Accounting Analyst will provide guidance and oversight to less senior team members and help create and build process documentation, automation, and analytical insights to ensure that we are consistently providing best in class service to our investors and customers. Candidates must have strong communication skills and the ability to research and complete timely resolution to exceptions, including collaboration with internal business partners.
Principal Duties
Prepare monthly cashbook and test of expected reconciliations for various investor custodial accounts, including Fannie Mae, Freddie Mac, Ginnie Mae, and Private portfolios.
Review reconciliations performed by Investor Accounting Analyst and Investor Accounting Analyst II.
Researches and resolves loan and account variances and clears accounts in accordance with investor and regulatory guidelines.
Works with Investor Reporting team members to resolve items within the investors' accounts.
Maintains and follows procedures and controls within the monthly process.
Assists with internal and external audits.
Heavy use of Microsoft excel for data analysis and reporting.
Attention to detail and strong organization skills important.
Investigate, reconcile, and provide timely resolution to all investor issues and reconciliation exceptions.
Research operational, reporting, or data issues and present solutions or process improvements to management.
Develops and enhances operational procedures.
Possesses an understanding of pooling and servicing agreements / GSE Servicing Guides.
Handle ad-hoc reporting or research as directed by management.
Performs related duties as assigned by management.
Education and Experience Requirements
High School Diploma or equivalent required, Bachelor's Degree in Accounting or Finance preferred.
5+ years of Mortgage Servicing experience, 2+years prior Investor Accounting experience required.
Knowledge, Skill, and Ability Requirements
Knowledge of the GSE bank reconciliation process for test of expected cash, pool to security balancing, and clearing account balance.
Advanced MS Excel experience required.
Proficient in MS Word and PowerPoint.
SQL or other database reporting experience preferred.
Servicing Director knowledge a plus
Strong problem solving and analytical skills.
Proven ability to build strong relationships with stakeholders, learn quickly, be flexible and think strategically.
Strong communication skills to interact with Senior Management and other business units.
Working understanding of operational risks and related controls.
Strong organizational and time management skills necessary.
Ability to manage multiple tasks and shift priorities as appropriate to meet reporting deadlines and maintain reporting accuracy and analysis abilities with strong attention to detail.
Self-motivated with strong attention to detail and excellent organization skills
Additional Information:
While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.
All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.
Company Benefits:
Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!
Medical, dental, and vision insurance
Health Savings Account with employer contribution
401(k) Retirement plan with employer match
Paid Maternity Leave/Parental Bonding Leave
Pet insurance
Adoption Assistance
Tuition reimbursement
Employee Loan Program
The Newrez Employee Emergency and Disaster Fund is a new program to support our team members
Newrez NOW:
Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more
1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice
Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee
Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions
Equal Employment Opportunity
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.
CA Privacy Policy
CA Notice at Collection
$69k-123k yearly est. Auto-Apply 26d ago
Corporate - Restructuring & Special Situations Finance
Evans Hiring Partners
Senior finance analyst job in Dallas, TX
Job Description Position: Corporate - Restructuring & Special Situations Finance Location: Dallas, Texas, United States About the Company:
Am Law 100 firm, home to more than 1,900 lawyers operating across 21 offices worldwide. Our teams are dedicated to crafting and deploying creative legal strategies tailored to complex and high-stakes matters. We pride ourselves on our unique combination of precision and vision, forging deep partnerships with our clients to help them navigate tough challenges and thrive in unprecedented times.
Job Responsibilities:
Lead and execute complex restructuring transactions across various industries.
Provide strategic financial analysis and advisory services to clients facing distressed situations.
Collaborate with internal teams and external advisors to devise and implement effective restructuring plans.
Conduct thorough financial assessments and modeling to support client objectives and negotiations.
Prepare and present comprehensive financial reports, including forecasts and valuation analyses, to stakeholders.
Negotiate terms and conditions with various parties involved in restructuring processes.
Monitor market trends and keep clients informed on relevant changes and opportunities in restructuring finance.
Mentor and train junior staff to enhance team capabilities and service delivery.
Essential Qualifications:
Juris Doctor (JD) degree from an accredited law school.
Admission to the bar in the applicable jurisdiction.
A strong understanding of finance and restructuring principles.
Exceptional analytical and problem-solving skills.
Excellent written and verbal communication abilities.
Desired Experience:
Minimum of 5 years and maximum of 9 years of experience in restructuring, special situations finance, or related fields.
Demonstrated experience in advising on complex transactions and distressed companies.
Experience working in a law firm or professional services firm preferred.
Proven track record of managing client relationships and delivering high-quality legal services.
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
Salary & Benefits:
The annual salary for this position ranges from $365,000 to $435,000, commensurate with experience and qualifications. Gibson, Dunn & Crutcher LLP offers a comprehensive benefits package that includes health insurance, retirement plans, paid time off, and professional development opportunities.
Application Process:
Interested candidates are encouraged to submit their resume along with a cover letter detailing their relevant experience and qualifications to the provided email address.
$54k-82k yearly est. 60d+ ago
Sr Investor Reporting Analyst
Pennymac 4.7
Senior finance analyst job in Carrollton, TX
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Sr Investor Reporting Analyst is responsible for completing a portfolio of Principal & Interest (P&I), Taxes & Insurance (T&I) and/or clearing account bank reconciliations with high complexity.
As the Sr Investor Reporting Analyst, you will work with management to improve department performance by providing staff with on-the-job training, identifying and implementing process improvements, and ensuring adherence to the departmental policies and procedures.
The Sr Investor Reporting Analyst will: Create monthly investor reporting packages with high complexity and manage the associated remittances to investors Review and interpret reporting requirements for assigned deals and create step sheets Balance and reconcile investor remittances; verify funds availability for P&I remittances Complete custodial bank reconciliations with high complexity Complete monthly quality reviews of Test of Expected Principal and Interest reconciliations, Pool to Security balancing and Clearing accounts balancing Identify and analyze process deficiencies and implement enhancements and new controls, as needed, to improve operations Performs other related duties and assist with projects as required Demonstrate behaviors which are aligned with the organization's culture and values What You'll Bring Bachelor's degree or equivalent work experience 10+ years mortgage industry/financial services experience 7+ years Investor Reporting experience including GSE and private MBS reporting & remitting Must be highly proficient in Excel and Word Proficient knowledge in Access, MS SQL preferred Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
#TPO Salary $65,000 - $100,000 Work Model OFFICE
$65k-100k yearly Auto-Apply 57d ago
Senior Analyst, Investor Relations
Vistra Corp 4.8
Senior finance analyst job in Irving, TX
If you have what it takes to become part of the Vistra family and would like to start a promising career with a global leader, take a look at the exciting employment opportunities that are currently available and apply online. As a member of the investor relations team, the SeniorAnalyst will report to Vistra's Vice President of Investor Relations and assist in the execution of all facets of management's investor relations strategy
Job Description
Key Accountabilities
* Evaluation of analystfinancial and valuation models; report inaccuracies to VP-Investor Relations and executive leaders and work with analysts to correct; review internal valuation models to help develop investor strategy
* Analyze and summarize analyst estimates/consensus, valuation models, and peer financial data
* Maintain working knowledge of peer companies and investor activities and holdings
* Preparation of supporting materials for earnings conference calls and investor presentations
* Assist in preparation of off-cycle investor outreach materials and help plan and organize and coordinate investor events, meetings and conferences and investor site visits
* Manage investor outreach database and prepare investor targeting reports for management
* Attend functional group meetings on behalf of investor relations to stay abreast of current issues and timely update the Investor Relations Q&A document and relevant reference materials for functional groups on Investor Relations internal site
* Coordinate with Chief Sustainability Officer and sustainability team to analyze external and internal data for annual sustainability report and industry surveys
* Assist in preparation, review and comment of the annual report, annual Sustainability Report and Environmental Report
* Assist in preparation of quarterly presentations to the Board of Directors of valuation metrics and investor feedback
* Interact with external investor and sustainability constituents, as well as frequent interaction with executive management
* Maintain up-to-date content on the investor relations website
Education, Experience, & Skill Requirements
* 4-6 years of experience in investor relations or finance preferred.
* Strong understanding of finance and financial statements.
* Familiarity with Vistra and/or power markets and commercial trading
* Advanced Excel and PowerPoint skills.
* Experience gained through college degree programs and/or certifications is applicable to above skills
* Detail oriented with excellent communication and interpersonal skills.
* Strong relationship building and partnering skills.
* Excellent time management, planning, and organizational skills in order to work well under tight deadlines.
* Occasional long, irregular hours.
* Use of a PC, computer terminal and/or telephone over 8 hours a day.
* Overnight travel sometimes required.
Key Metrics
* Timely and accurate delivery of quarterly earnings materials
* Timely delivery of off-cycle investor outreach materials
* Timely update of the Investor Relations topical library for internal constituents
* Accurate analysis of analyst models
#LI-Hybrid
#LI-ND1
Job Family
Treasury
Company
Vistra Corporate Services Company
Locations
Irving, TexasTexas
We are a company of people committed to: Exceeding Customer Expectations, Great People, Teamwork, Competitive Spirit and Effective Communication. If this describes you, then apply today!
If you currently work for Vistra or its subsidiaries, please apply via the internal career site.
It is the policy of the Company to comply with all employment laws and to afford equal employment opportunity to individuals in all aspects of employment, including in selection for job opportunities, without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, age, disability, genetic information, military service, protected veteran status, or any other consideration protected by federal, state or local laws.
If you are an individual with a disability and need assistance submitting an application or would like to request an accommodation, please email us at assistance@vistraenergy.com to make a request.
$77k-128k yearly est. Auto-Apply 32d ago
Corporate FP&A Financial Analyst
The Container Store 4.4
Senior finance analyst job in Coppell, TX
The FinancialAnalyst position is responsible for supporting the day-to-day financial operations of the Company and the Corporate FP&A Department through financial reporting and consolidation. This role supports the budgeting, forecasting, and long-range planning processes, with a focus on SG&A, sales and profit performance, and consolidated financial results. The position works closely with members of the Finance team and cross-functional business partners to ensure accurate reporting; support forecast updates and provide analytical support for business decisions. This is a full-time, salaried, exempt position.
Position Reports To
Director of Corporate FP&A
What We Stand For
Established in 1978, The Container Store has grown to be the leading specialty retailer of storage and organization products in the United States and the only national retailer solely devoted to the category. We provide creative, multifunctional, customizable storage and organization solutions that help our customers save time, save space and improve the quality of their lives. We foster a culture built around our Foundation Principles, which define how we approach our relationships with our employees, vendors, customers and communities and influence every aspect of our business.
Principal Duties and Responsibilities:
Supports and consolidates budgeting, monthly forecasting, and long-range planning activities, with a focus on opex and capex.
Tracks capital expenditures, identify data inconsistencies, and support investigation of variances by coordinating with business partners. Follow established processes to ensure data accuracy and version control.
Partners with corporate functions to help track expenses, analyze variances and update forecasts monthly.
Supports the monthly close review by assisting with the preparation of presentations, running financial reports, and completing ad-hoc consolidation as needed.
Provides support related to international affiliate financial reporting, including assistance with variance support and intercompany activity.
Maintains and enhances the Adaptive Planning financial forecasting model.
Supports reporting process improvements, maintains documentation, and collaborates with business partners while contributing to team meetings and cross-training initiatives.
Experience and Skills Required:
College degree required, preferably with concentration in Accounting, Finance, or Business.
2-3 years of relevant experience in accounting or finance.
Strong Excel skills, including advanced functions such as SUMIFS, XLOOKUP, and pivot tables.
Strong PowerPoint skills, with the ability to translate complex concepts into clear charts, graphs, and visuals.
Experience with Adaptive Planning, Power BI, and MicroStrategy a plus.
Knowledge of industry trends and passion for learning.
Flexible, positive, and self-motivated with a growth mindset.
Strong time management, organizational, and multitasking skills.
Detail-oriented while maintaining speed and accuracy under pressure.
Effective decision-making skills with a focus on the best interest of customers and the company.
Strong verbal and written communication skills.
We believe in taking care of our team. That's why we offer a comprehensive benefits package that goes beyond just health insurance (though we've got that covered too!). Here at The Container Store, we're passionate about helping you contain your health, grow your career, and find balance in your life.
Here's a peek at what you can expect:
Competitive health, dental, and vision plans to keep you and your loved ones well.
401(k) retirement savings plan with optional investment guidance and assistance offered through Fidelity.
Unique "1equals3" website for easy access to your benefits information and company updates.
We've got your back! Competitive sick pay and PTO plan to ensure you can take time off to recharge and come back feeling your best.
For our full-time associates, we offer even more:
Peace-of-mind benefits: Basic life insurance, disability insurance options, accident insurance, critical illness insurance, hospital indemnity insurance and flexible spending accounts (FSAs).
Family-focused support: Considerate parental leave policies, adoption and surrogacy assistance, and fertility & maternity support program.
Work-life balance boosters: Paid holidays, gym membership discounts, and a qualified transportation benefits program to save on commutes.
Discounts galore: Enjoy a hefty discount on our amazing products, including merchandise, custom spaces, and services, gift cards, and pet insurance (because fur-babies matter!).
Recognition you deserve: We honor our employees with service awards and retirement gifts, celebrate those who exemplify our core principles, and recognize exceptional daily contributions.
Thriving with diversity: Participate in our Employee Resource and Affinity Groups and help guide how we give back to the community, while having a space to connect, support one another, and celebrate cultural heritages.
But that's not all! We offer a fun and collaborative work environment where you can learn, grow, and make a real difference.
Company will not pay costs associated with immigration sponsorship.
The Container Store promotes a smoke-free, drug-free environment.
We are proud to be an Equal Opportunity Employer and comply with the Americans with Disabilities Act
Office Physical Requirements
State Specific Notices
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$44k-77k yearly est. Auto-Apply 3d ago
Financial Analyst (47986)
Platinum Dermatology Partners 3.8
Senior finance analyst job in Dallas, TX
Who We Are:
Platinum Dermatology Partners is a network of high-quality dermatology clinics that focus on collaborative and innovative ideas to drive growth. We offer general dermatology, cosmetic, medical, plastic surgery, and cancer screening treatments. We have over 120 clinics, over 350 providers, and more than 2300 employees in clinics across Texas, Arizona, California, Nevada, and Florida. We are a rapidly growing company that allows our doctors to focus on providing exceptional care without worrying about the operational side of the business. Our core values focus on collaboration, ownership, respect, excellence, authenticity, and integrity. Our purpose is to empower the practice of exceptional dermatology.
Company Conformance Statements:
In the performance of their respective tasks and duties, all employees are expected to conform to the following:
Perform quality work within deadlines with or without direct supervision.
Interact professionally with other employees, customers, and suppliers.
Work effectively as a team contributor on all assignments.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Job Description:
The FinancialAnalyst I will join our Financial Planning & Analysis (FP&A) team, providing accurate, timely, and actionable financial insights that drive strategic and operational decisions. This role supports the preparation of financial reports, forecasts, and key performance indicators (KPIs), and will collaborate closely with colleagues across Finance, Accounting, and Operations. The position is ideal for a detail-oriented, analytical professional eager to grow in corporate finance.
Responsibilities:
Assist in the data collection and manipulation process across all areas of the FP&A department, including forecasting, financial reporting, treasury, and revenue cycle management, to support the daily operations of the Company in its understanding of the business's performance and advise key operational leaders on the results.
Support the development of internal models to forecast all areas of the business, including revenue, provider compensation, headcount planning, cost-of-goods sold, facility expenses, selling, general, and administrative expenses, capital expenses, and financing arrangements of capital expenditures and other types of debt. Notify the appropriate finance and accounting leader when a financial process is not maintained to internal expectations when reviewing the historical results.
Create and maintain analytical operational dashboards and Key Performance Indicator reporting to provide both leading and lagging insight on how the business is operating and ensure the accuracy and completeness of the reports by testing data and maintaining analytical standards for reporting and modeling KPIs. Update and communicate future expectations as new information is gathered.
Track and report daily cash deposits and disbursements and utilize that information to develop a short- and long-term liquidity forecast. Partner with department leaders to understand their capital needs, past and future, utilizing senior leaderships understanding of seasonality and macro-economic factors to model cash forecasts 26 to 52 weeks out that will be the driving force of how leadership understands the business and its ability to deploy capital. Develop weekly explanations on variances to forecast which will be used to inform and set expectations for Senior Leadership, Board Members, Private Equity partners, private placement lenders, and other key stakeholders.
Provide ad hoc analytical support to guide operational and strategic decision-making to answer critical business questions, as well as assist in the M&A due diligence process and analyze market trends.
Qualifications
Education:
Bachelor's degree in finance, accounting, economics, engineering, or another mathematical field.
Skills and Requirements:
Maintain and create lookup tables that drive the data consolidation process across reports and systems.
Create complex algebraic algorithms in Excel via syntax writing utilizing functions such as IF statements, Indexing, Matching, and other basic computational and position vector functions.
Nice to have certifications and skills including CPA, CFA, public reporting experience, and/or cash forecasting experience.
Our competitive benefits package includes the following:
Medical, Dental, and Vision insurance
Short-term/Long-term disability
Life and other voluntary plans
401(k) plan
Employee Referral Program
Paid Time-Off
Company-Paid Holidays
Equipment Operated: Standard office equipment, including computers, fax machines, copiers, printers, telephones, etc.
Physical Requirements: Must possess manual dexterity to operate office machines, including computer and calculator; stooping and bending to handle files and supplies; and mobility to complete errands or deliveries. Includes handling of sharps and chemicals.
Equal Employment Opportunity:
Platinum Dermatology Partners is committed to a policy of equal employment opportunities for applicants and Employees. Employment decisions will comply with all applicable laws prohibiting discrimination in employment, including Title VII of the Civil Rights Act of 1964, the Age Discrimination in Employment Act of 1967, the Americans with Disabilities Act of 1990, the Immigration and Nationality Act, the California Fair Employment and Housing Act, and all other applicable state and federal laws.
Platinum Dermatology Partners does not permit discrimination of any type against an employee because of any of the following legally protected characteristics: gender, race, color, religion, country of origin, mental disability, physical disability, marital status, gender identity, gender expression, ancestry, genetic information, medical condition, age, sexual orientation, or pregnancy.
Please note that any offer of employment is contingent on the successful completion of pre-employment background checks.
No phone calls or agencies, please.
$48k-75k yearly est. 6d ago
Financial Analyst III
Elbit America 3.7
Senior finance analyst job in Fort Worth, TX
The FinancialAnalyst III will provide strong support to the business unit leadership to ensure attainment of financial & operational objectives are met by the assigned business unit or major product group. Leads in the preparation and presentation of results of projects or programs along with the overall financial results for the business unit to senior management. Has very high technical skills.
Responsibilities and Tasks:
Accountability for analysis, reporting, forecasting and communication of quarterly/monthly financial results: P&L, Balance Sheet, and Cash Flow. This involves budgets, estimates, strategic plans and monthly/quarterly comparative analysis
Orchestrate the budget (Annual Operating Plan) development process
Keep abreast of the latest systems and philosophies related to financial management information systems leveraging the SRC financial reporting system (a.k.a. - Business Objects Budgeting/Reporting)
Participate in developing recommendations and implementing appropriate changes
Own the reliability, timeliness and accuracy of financial forecasting
Support special projects, primarily in the area of process improvement, documentation, and automation
Assist in the development of strategic and operational objectives
Prepare and coordinate ad hoc financial analysis, particularly in the area of process improvement
Establish, monitor and communicate performance metrics in support of initiatives
Become a trusted business partner to corporate and site leadership through advice and counsel supporting value-based decision making
Promote high performing work environment through:
Ethical business behavior
Accountability
Ongoing skill development
Other related duties as assigned by supervisor
Skills and Abilities:
Ability to analyze problems & provide innovative solutions
Knowledge of accounting procedures & analytical / planning techniques & methods
Strong MS Office skills (Excel, PowerPoint)
Must possess high standards of ethics and integrity
Excellent written and verbal communications skills to communicate with all levels of staff
Strong relationship building skills
Bachelor's degree in Business, Accounting or Finance from an accredited college/university
Prefer 1-3 years progressive financial experience in a manufacturing environment
Education, Experience & License or Certification:
Master degree is preferred
Bachelor's degree is required
Specific Degree Field Required: Accounting or Finance related
5-10 years of functional (using skill set) experience is required
Entry level management experience is required
1-3 years of industry experience is required
Training Pre-requisites (Within One Year of Taking Position):
ESD
Safety Training, as dictated by Safety Department
Travel/Physical Requirements:
Position may be required up to 10% travel
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How much does a senior finance analyst earn in Dallas, TX?
The average senior finance analyst in Dallas, TX earns between $60,000 and $102,000 annually. This compares to the national average senior finance analyst range of $62,000 to $110,000.
Average senior finance analyst salary in Dallas, TX
$78,000
What are the biggest employers of Senior Finance Analysts in Dallas, TX?
The biggest employers of Senior Finance Analysts in Dallas, TX are: