Senior Manager, Accounting & Financial Reporting
Senior finance analyst job in Irving, TX
Continue to Grow with GXO.
At GXO, we know our greatest asset is people like you - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Your career matters to us because your passion and excitement will help keep our company moving forward.
We believe that positive financial results are what fuel our growth and keep us at the top of our industry. As the Senior Manager, Accounting, your financial skills and attention to the small details will ensure our operations continue to run smoothly. If you're ready to build an exciting career with a dynamic global company, we have the opportunity for you to grow with GXO.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
What you'll do on a typical day:
Prepare and analyze the consolidated monthly regional internal financial reporting package, including income statement, balance sheet, statement of cash flow, and selected accounts, providing meaningful explanations of results with insights into trends, variances and key business drivers
Oversee regional consolidation for multiple entities, resolving issues, as required
Prepare and/or review monthly top-side journal entries in HFM
Prepare selected financial data to support the Company's 10-Q and 10-K disclosures
Document accounting analyses and conclusions on selected matters in quarterly accounting memos
Research and analyze complex technical accounting matters and document conclusions
Prepare ad hoc financial analyses to support customer proposals and/or customer reporting requirements
Support annual audit testing and quarterly review activities with external auditors
Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures
Supervise and develop Senior level staff
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in Accounting
CPA
5 years of experience in accounting with exposure to multi-entity consolidations and preparing and analyzing financial statements
Experience with Microsoft Office, including creating complex formulas and pivot tables in Excel
Experience creating reports using reporting tools such as HFM and Power BI
Effective communication skills, interpersonal skills, and ability to collaborate with others
Ability to execute in a dynamic and fast paced environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills
Experience working and problem-solving independently, organizing workload and priorities, managing direct reports, and completing tasks on time
It'd be great if you also have:
Public accounting experience in an audit or advisory capacity
Technical accounting experience including researching, analyzing complex technical accounting matters, documenting conclusions and ensuring application of new accounting standards
Experience in the logistics and transportation industry
We engineer faster, smarter, leaner supply chains.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary.
Responsibilities
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances
Ensure compliance with internal and external accounting standards and financial policies
Qualifications
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Proficient in Microsoft Excel
Strong quantitative financial skills
Sr. Financial Data Analyst - Power BI, SQL (Onsite; Contract-to-Hire)
Senior finance analyst job in Irving, TX
Contract-to-Hire
Salary Conversion Range - $100-120K, DOE
100% onsite
The Senior Financial Data Analyst will be responsible for:
Performing analysis to assess the quality and meaning of data.
Filter Data by reviewing reports and performance indicators to identify and correct code problems.
Identify, analyze, and interpret patterns and trends in data sets could be helpful for the diagnosis and correction.
Assist in the design of processes and systems to monitor data quality, ensuring production data is always accurate and available for key stakeholders and business processes that depend on it.
Working with programmers, engineers, and management heads to identify process improvement opportunities, propose system modifications, and devise data governance strategies.
Building Power BI reports stating trends, patterns, and predictions using relevant data.
Collaborate with data engineers and business teams to improve data models that feed Power BI and increase data accessibility.
Take lead in Data Cataloging, Lineage, Security and Controls for entire data marketplace.
Develop and execute SQL scripts to test data conversions and perform ad-hoc analysis.
Preparing final analysis reports for the stakeholders to understand the data-analysis steps, enabling them to take important decisions based on various facts and trends.
Collaborating across the organization to define key performance indicators (KPI's) and build dashboards that support ongoing reporting and analysis of business results.
Qualifications:
Bachelor's degree in Data Science, Economics, Finance, Accounting, or Computer Science with a focus in quantitative methodologies.
8+ years of data analysis experience and strong experience writing complex queries.
4+ years of data management experience.
3-4 years of proven experience as a Data Analyst or Business Data Analyst (Finance and Accounting experience a plus).
NetSuite Analytics experience - strongly desired
Advanced proficiency in PowerBI, including building and maintaining dashboards.
Advanced proficiency in SQL - writing and managing stored procedures, views, and functions, that rely heavily on analytics functions.
Advanced proficiency with MS Excel (Macros, VBA, V-Lookup, Pivot Tables, etc.).
Proficiency with accounting platforms.
Mastery in converting raw data into valuable datasets.
Knowledge of GAAP.
About PRG
With 20+ years of success in the staffing industry, Peyton Resource Group focuses on matching talent to the precise needs of our clients. Your success is our commitment, and we back up that commitment by only recommending opportunities that align with your goals. Our candidate-centric approach ensures you are in the driver's seat of your career, and our team of recruiters will partner with you and support you every step of the way.
PRG's dedication to service has been widely recognized throughout the industry. PRG has been awarded ClearlyRated's Best of Staffing award for 10+ years, as well as the Business Journal's Best Places to Work in Dallas, San Antonio and Austin.
Senior Financial Analyst
Senior finance analyst job in Plano, TX
Job Title: Senior Financial Analyst, FP&A
Reports to: FP&A Team Lead
Job Category: Finance & Accounting
Department/Group: FP&A - Capex Planning & Markets
In Office: 4 Days a week in the Plano, TX office - 1 day remote
Compensation - $130,000.00 + 15% bonus
**Please note that this role is for a Financial Analyst with 7+ years of relevant experience *****
NO STEM OR OPT STEM APPLICATIONS PLEASE
POSITION SUMMARY
The Senior Financial Analyst, FP&A will be responsible for supporting the Company's financial forecast, annual budgeting process, and all capex operating plans, including variance and budget analysis and special projects. S/he will provide financial consulting and strategic support to senior management including preparing financial presentations, capital expenditure analysis & planning, industry/peer group comparisons, monthly forecasting and other projects requested by the EVP, VP and Directors.
Advanced Excel skills required as there will be a modeling exercise.
ROLE AND RESPONSIBILITIES
Analyze current and past trends in key performance indicators including all areas of revenue, expenses, and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance and work with respective leaders to develop, implement and track corrective actions needed to return the business to operating targets.
Ad-Hoc Reporting and in-depth analysis to supporting Senior Management Team and Department heads.
Support the preparation of all monthly and quarterly financial reports and related presentations to the Board of Directors and Senior Management Teams.
Support the coordination of the annual budgeting process. Gathering critical budget information, collaborating with operational stakeholders, and participating in budget review sessions.
Develop financial models and analyses to support strategic initiatives.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.
Partner and develop strong working relationships with various internal business unit heads to provide financial analysis and forecasting to support the business.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
A Bachelors Degree is required - Finance, Accounting, Economics or relevant to FP&A.
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills, high EQ.
7+ years' experience in FP&A or transaction services advisory roles.
Outstanding analytic skills, a high degree of intellectual curiosity, must be comfortable engaging with senior leaders in addressing complex business issues and making recommendations from analysis.
This role has no supervisory responsibilities.
High degree of initiative in developing tools and reports to drive the business forward.
Highly technical : Advanced Excel, Tableau or Power BI. Experience with SQL, Dashboards, and/advanced PowerPoint a plus.
Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to **********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: *
The California Fair Chance Act*Los Angeles City Fair Chance Ordinance *Los Angeles County Fair Chance Ordinance for Employers *San Francisco Fair Chance Ordinance
Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity, 78957
Senior finance analyst job in Dallas, TX
Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity
Our client is an innovative and well-established provider of tech-enabled engineering services supporting the energy, environmental and industrial end markets with multi-location field-based services supporting a national customer base. The company is backed by a leading private equity sponsor focused on professionalizing operations and driving significant revenue growth through acquisitive and organic means.
The mandate for the new Controller is to execute on the transformation of the finance function to support the new business operating structure and to integrate diverse units brought together through acquisition. You will have full responsibility for financial reporting as a strategic partner to the CFO and will be responsible for managing financial reporting and metrics across a multi-location, distributed business model. As a strong people manager and “in the trenches” leader you will be called upon to implement best practices in the accounting function and to recruit and augment a high-performance team in an aggressively forward-moving culture. The ideal candidate will have a strong base of experience leading multi-unit, multi-location operations with demonstrated success building and developing the finance and accounting functions and teams in a growing and transforming, fast-paced entrepreneurial environment. It will be an asset if this person has a CPA and has spent time in public accounting before moving into industry roles.
This is a challenging and rewarding growth opportunity working with a leading private equity investor looking to take an already successful enterprise and grow it to the next level. A competitive base salary and bonus incentive is offered.
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
Tarvos Talent is partnering with a rapidly growing organization to identify a Senior FP&A Analyst for their expanding team in Dallas, TX. This newly created role was added due to company growth and offers the opportunity to work closely with leadership and investors while contributing directly to strategic initiatives that fuel the company's next stage of expansion. This role would ideally be in office 4-5 days a week but they are also open to a 3/2 hybrid schedule for the right person.
Why Work Here:
Join a highly visible position where your insights, models, and recommendations directly influence company-wide decisions and growth.
Take on engaging, forward-focused work that shapes the overall business strategy.
Work with leadership who cultivate professional development and a friendly and collaborative environment.
Core Responsibilities:
Build financial models and perform ad hoc analysis to support budgeting, forecasting, and strategic planning.
Analyze P&L results, trends, and performance metrics to deliver clear insights to leadership.
Create and maintain dashboards using BI tools such as Omni, Tableau, or Power BI.
Partner with cross-functional teams to gather data, validate assumptions, and drive process and system improvements (including Planful).
What You'll Bring:
Bachelor's degree in Finance or a related field with relevant FP&A experience.
2+ years of analytical experience.
Advanced Excel skills, including building models from scratch.
Experience with BI tools; exposure to Planful is a plus.
For immediate and confidential consideration, please apply online at ******************** or call ************ today. You may also e-mail your resume directly to ************************.
Financial Relationship Consultant
Senior finance analyst job in Dallas, 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
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 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
Finance & Operations Manager - USA
Senior finance analyst job in Irving, TX
Type: Full-time
Our client, a prestigious European multinational in the luxury skincare and cosmetics industry, is entering a dynamic phase of expansion in the U.S. market-its second largest globally. To support this growth, the company is seeking a Finance and Operations Manager who will play a pivotal role in aligning local financial operations with the group's strategic vision. This position combines strategic leadership with hands-on execution across finance, compliance, operations, and process optimization.
Role Purpose
The Finance and Operations Manager will oversee all financial functions of the U.S. affiliate, ensuring compliance with U.S. GAAP and corporate standards, while driving efficiency and scalability across operations. The role requires strong expertise in international financial reporting, regulatory compliance, and cross-functional collaboration, acting as a key business partner to senior management.
Key Responsibilities
Lead financial management and control for the U.S. entity, ensuring compliance with local tax regulations and HQ accounting standards.
Oversee AR and AP teams, ensuring timely and accurate billing, collections, and supplier payments.
Manage financial closings and KPI reporting to support strategic decision-making.
Drive process optimization across finance, operations, logistics, and commercial functions.
Prepare and monitor budgets, forecasts, and cash flow projections aligned with corporate objectives.
Ensure compliance with fiscal, legal, and regulatory obligations, coordinating external auditors and advisors.
Promote cross-functional collaboration to strengthen end-to-end processes.
Implement and maintain internal controls and systems, fostering automation and digitalization.
Coach and develop the AR/AP team, encouraging accountability and continuous improvement.
Candidate Profile
Degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
Experience in multinational environments, ideally with European headquarters.
Strong knowledge of U.S. GAAP and familiarity with IFRS or European standards.
Excellent leadership, communication, and interpersonal skills.
Fluency in English and Spanish.
What's Offered
Opportunity to join an international company in a strategic growth phase.
Dynamic and multicultural work environment.
Competitive compensation package aligned with U.S. market standards.
Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Senior finance analyst job in Richardson, TX
Title: Data & Financial Analyst
Job Type: Contract
Skills Required
Tableau , query running
Analytically Strong
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Thanks
Aatmesh
*************************
Sap Finance Control Consultant
Senior finance analyst job in Richardson, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Financial Analyst
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.
Senior Outcomes Analyst
Senior finance analyst job in Addison, TX
Company - Our client is a national healthcare services leader, widely recognized for its extensive network of occupational health centers. Known for innovation and operational excellence, this organization is committed to improving workforce health outcomes and is supported by a collaborative, data-driven culture.
Job Title - Senior Outcomes Analyst
Location - Addison, TX (hybrid, 3-4 days/week in office; candidates must live within 40 miles)
Role Type - Direct Hire
Must Have Skills:
Proficiency in SQL and Excel
Experience working with large, complex data sets
Strong analytical skills for identifying trends, patterns, and operational behaviours
Demonstrated ability to implement and monitor programs post-deployment
Excellent written and verbal communication skills
Responsibilities and Job Details:
Analyze performance metrics and outcomes across multiple locations to identify inefficiencies and bottlenecks
Support and maintain data infrastructure and pipelines (approx. 40% of role)
Interpret data and contribute to program development and solutioning initiatives (approx. 60% of role)
Collaborate with a small, close-knit team to deliver actionable insights for operational improvements
Work closely with center teams to support strategic initiatives
Communicate findings and recommendations clearly to both technical and non-technical stakeholders
Administer outcome-based programs and track ongoing effectiveness
Contribute to the continuous improvement of data processes and tools
Participate in onsite interviews and technical assessments as part of the hiring process
No relocation assistance provided; candidates must be USC or GC holders
Financial Analyst I - Ambulatory Administration
Senior finance analyst job in Euless, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
Financial Analyst (Retail Experience Req'd)
Senior finance analyst job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.
Financial Consultant Partner
Senior finance analyst job in Roanoke, TX
Regular
Your opportunity
This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities.
To learn more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required minimum skills and qualifications are:
Bachelor's degree or equivalent work related experience
A valid and active Series 7 license is required (may be obtained under a condition of employment)
A valid and active Series 66 (63/65) license is required (may be obtained under a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience is strongly preferred
Passion for the client with the ability to strengthen and retain client relationships
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
Demonstrated experience handling client concerns and issues with tact and diplomacy
Strong written and verbal communication skills
Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
Aptitude for, and experience in, identifying new relationship development
Show a genuine interest in staying current on market events and ability to understand the implications for clients
Ability to uncover and meet client needs and effectively manage client expectations
Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain good cross-enterprise working relationships
Strong problem solving skills
Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
Collaborative and team based work style
Ability to retain and execute upon complex information with relative ease
Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
There is a minimum time-in-position expectation of 2 years
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
Tarvos Talent is looking for a hard working Senior Financial Analyst in the Dallas, Texas area. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
2 - 5 years' financial analysis and modeling experience
Advanced knowledge of Excel
Experience with BI tools
Please reach out to ************************* or call ************ for immediate and confidential consideration.
Data & Financial Analyst USC and GC Only
Senior finance analyst job in Richardson, TX
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Domain Experience: Telecom
Key Responsibilities
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Senior GRC InfoSec Analyst
Senior finance analyst job in Plano, TX
Direct Hire (No C2C or third-party submissions)
Schedule: 2 days onsite weekly
Interview Process: 1st round is onsite; 2nd round virtual
Responsible for driving the development, implementation, communication, and maintenance of technology policies, standards, and procedures that align with industry standards and regulatory requirements. Ensures technology processes adhere to regulatory requirements, effectively manage risks, and establish strong governance practices. Develops and implements controls, monitors compliance, and supports risk management activities.
Requirements:
Bachelor's Degree in Information Security, Computer Science, Information Technology, or a related field preferred.
Minimum of six (6)+ years' experience working in Cybersecurity GRC, policy development, risk management, or a similar field.
Experience with GRC tools (e.g., Archer, ServiceNow, OneTrust).
Proficiency in using data analysis and reporting tools (e.g., Excel, Power BI).
Relevant certifications such as CISM and/or CISA are highly desirable.
Other must haves:
Experience managing policy governance function such as leading policy updates, installing new policy, aligning regulatory & best practices
Technical Process - needs expertise around understanding of alignment & frameworks and will be working with Product Owner
Regulatory Frameworks
Preferred:
Financial services or banking background
ServiceNow IRM (Integrated Risk Management) experience
Duties:
Lead the development and implementation of comprehensive cybersecurity and IT policies, standards, and guidelines.
Continuously evaluate and update cybersecurity and IT policies to ensure they remain current and effective.
Ensure policies comply with relevant laws, regulations, and industry standards (e.g., NIST, FFIEC, GLBA, NYDFS, SOX, PCI-DSS).
Collaborate with cross-functional teams-including IT, legal, compliance, and other departments-to ensure cybersecurity policies align with business objectives.
Translate complex information and documentation into clear, user-friendly concepts.
Provide specialized expertise and consultation to perform framework-oriented risk assessments, identify deficiencies, generate reports, and recommend prioritized, actionable solutions to mitigate risks and enhance overall security posture.
Stay informed about the latest cybersecurity threats, trends, and best practices. Maintain accurate and up-to-date records of policy reviews, risk assessments, training activities, and incident responses.
Benchmark organizational policies against industry standards and best practices.
Develop and implement governance frameworks for cybersecurity policy management.
Monitor key performance indicators, conduct gap analyses and risk assessments, and implement frameworks as needed. Test and monitor the effectiveness of controls.
Establish feedback loops and analyze metrics to continuously improve cybersecurity policies based on audit findings, incident reviews, and emerging threats.
Lead and support internal and external audits and assessments of cybersecurity policies and practices. Ensure identified audit and assessment findings are tracked to closure.
Maintain comprehensive documentation of all cybersecurity policies, procedures, and related activities. Communicate policy requirements and updates to all relevant stakeholders.
Identify opportunities for innovation and improvement in cybersecurity policy and practice. Propose suitable mitigation strategies and verify the effectiveness of remediation plans.
Financial Analyst I - Ambulatory Administration
Senior finance analyst job in Dallas, TX
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.
Responsibilities:
Primary duties include routine daily, weekly, be-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and business statistics for volumes
Support other functions as needed for budget preparation and analysis, regional initiatives, financial statement and monthly report preparation, and other functions related to financial reporting and analysis
Support CHRISTUS development of budgetary and financial/operational information systems development/deployment
Relate data per reporting systems to CHRISTUS Health Information System for Financial xevrcyc and Clinical operations
Requirements:
Bachelor's Degree preferred.
Work Schedule:
8AM - 5PM Monday-Friday
Work Type:
Full Time
NEED US CITIZENS ONLY II Financial Analyst(NEED RECENT TELECOMMUNICATION CLIENT)
Senior finance analyst job in Richardson, TX
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Thanks
Aatmesh
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