Treasurer jobs in Dallas, 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.

The Manager, Corporate Financial Planning and Analysis (FP&A) will be the end-to-end owner of the Corporate P&L budgeting, forecasting, and performance management processes. This roleis responsible for building the annual budget, leading monthly closes for Corporate functions, driving variance analysis, and providing actionable insights to senior leadership. The role partners closely with Accounting, Treasury, HR, IT, and all corporate department leaders, ensuring spend discipline, transparency, and alignment to strategic priorities. Success in This Role Looks Like: Corporate P&L budgets delivered with accuracy, discipline, and clear accountability. Monthly performance reviews that drive proactive decisions and cost-management actions. Spend visibility, modeling, and reporting elevated across the Corporate organization. Trusted partnership with functional leaders. Core Responsibilities & Duties: Budgeting & Forecasting (Primary Function) Lead the development, consolidation, and maintenance of the Corporate P&L budget across all departments (Finance, HR, IT, Legal, Compliance, Executive, Facilities, etc.). Build and maintain driver-based models to allocate Corporate SG&A based on headcount, revenue, shared services costs, and other drivers Partner with cost-center owners to validate assumptions, challenge spending, and ensure alignment with corporate strategy and financial targets. Executive & Board Support (Support Function) Own the full budget calendar, deliverables, cadence, and communications for Corporate functions. Prepare Corporate P&L materials for the Board, CFO, CEO, and FP&A leadership. Monthly Close & Performance Management Own monthly performance reviews with each Corporate function, summarizing variances and root-cause drivers. Provide monthly reporting packages, commentary, and insights for senior management and Board materials. Cross-Functional Collaboration & Business Partnership Partner with Accounting during close and with HR on compensation, bonus, and headcount planning. Coordinate with IT on software spend forecasting, contract renewals, and long-term tech investments. Support strategic projects including SG&A reduction programs, operating model redesign, and other transformation efforts. All other duties as assigned to meet evolving business needs Qualifications: Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA and/or CPA a plus. Experience: 4-7+ years of progressive FP&A experience, ideally with Corporate FP&A or SG&A ownership. Strong knowledge of P&L structure, corporate cost centers, and budgeting best practices. Expert financial modeling skills within Microsoft Excel, Workday Adaptive Planning/Adaptive Insights, and Anaplan. Excellent communication skills, with the ability to distill complex financial data into clear, actionable insights for senior leadership. Proven ability to manage multiple priorities, meet tight deadlines, and drive process efficiency. Demonstrated discretion and confidentiality in handling and protecting sensitive information Technical: Proficient with common office technologies, including Windows PCs, Microsoft O365 (Outlook, Word, Excel, PowerPoint, etc.) and web conferencing (Teams, Zoom, Webex, etc.) Environment: Comfort commuting to/from and working in a 100% on-site setting (listed in this posting), with travel for related meetings/events Forward Air is an Equal Opportunity Employer. Since 1990, Forward Air has been a leading provider of ground transportation and related logistics services to the North American air freight and expedited LTL market. We offer surface shipping on an accelerated “time-definite” basis, delivering cargo at a specific time, but under less time-sensitive situations - supplying you with a cost effective, reliable alternative to air transportation. We work with companies of all sizes to develop tangible advantages and build the best products to meet your specific needs. Forward Air presents to the wholesale transportation community (logistics companies, freight forwarders, integrated air cargo carriers, passenger/ cargo airlines, and non-traditional shippers), a single-source provider that can deliver more supply chain services and a superior menu of choices. Throughout the years we have added supplementary lines to our linehaul service, such as full truckload operations (Truckload Services), final-mile coverage (Complete Cartage), and an Airline Logistics program, and we will continue to expand our services to meet the changing needs and growth of our customer base. Forward Air is structured to optimize both savings and service to our customers. Direct partnerships with owner-operators and other surface transportation providers, enable us to remain cost-competitive. The Forward Air network is designed with over 90 facilities located at or near major U.S. and Canadian airports, 12 regional sort centers and over 300 beyond points (secondary airports provided through our Complete Cartage service), creating one of the most comprehensive linehaul networks in the industry. Ranked 3rd in Newsweeks 2022 "Americas Most Trustworthy Companies" publication

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

Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path. Finance Manager 5+ years of broad corporate finance (FP&A or Ops) Experience supporting sales and field finance (sales and margin analysis required) Multi-unit forecasting expereince required Executive level polish and communication and ability to effectively communicate with non-financial stakeholders The need is immediate - interested candidates please send resumes to: Matt Marmaro ***************************

The Treasurer is responsible for developing and executing the organization's treasury strategy, including forecasting, cash management, liquidity, investments, financial risk management, and developing strong relationships with banking and capital markets partners. This leader will own all activities related to consolidating treasury functions for acquired entities and ensuring the appropriate infrastructure is in place to support future growth. This position reports to the Chief Financial Officer, will have significant exposure to PE sponsors, and will work closely with the finance and accounting teams to support strategic decision-making related to financial planning and capital structure. Essential Duties/Responsibilities: Cash and Liquidity Management Monitor daily cash flow, liquidity requirements, and opportunities for investment to ensure sufficient funds are available to meet operational and financial obligations, while optimizing interest income, interest expense, and bank fees. Manage 13-week cash forecasting models to predict short-term and long-term cash needs, adjusting for variances in business activities. Manage the company's debt portfolio, including scheduling repayments, managing interest rate risks, and optimizing debt structure. Prepare and present treasury reports to senior management and PE sponsors, highlighting key metrics related to cash flow, liquidity, and financial risk. Provide analysis of key financial trends and recommend strategies to improve cash management and optimize working capital. Financial Risk Management Identify, assess, and mitigate financial risks related to liquidity, interest rates, and credit exposure. Oversee trade finance including surety bonds, bank guarantees, and letters of credit. Develop and implement strategies to hedge against risks (e.g., through derivatives or other financial instruments) where appropriate. Bank and Capital Markets Relationship Management: Manage relationships with banks and other financial institutions to ensure efficient execution of treasury operations, including cash management, financing, investments, and payment processing including credit cards, real time payments, and e-checks. Negotiate banking and merchant services agreements, fees, and credit facilities to ensure the company receives the most favorable terms. Oversee and maintain a strong relationship with the company's credit providers, including monitoring compliance with covenants and reporting requirements. Evaluate refinancing and financing opportunities, working closely with senior leadership to recommend strategies for debt issuance or repayment. Leadership and Collaboration Oversee the development and maintenance of treasury policies and procedures to ensure compliance with regulatory requirements and industry best practices. Develop and implement internal controls to safeguard cash and ensure that all treasury operations are executed efficiently and securely. Develop and implement the company's investment strategy for surplus cash, balancing liquidity, risk, and returns. Drive a culture of continuous improvement within the treasury function by identifying opportunities to improve processes and leverage technology. Lead and advocate for the treasury team in the evolving ERP/TMS environment to determine best practices and infrastructure support needed to support future operations. Lead and develop a high-performing treasury team, providing guidance and mentoring to enhance the team's capabilities. Ensure ongoing training and development for treasury staff to stay updated on best practices, regulations, and market conditions. Collaborate with the accounting team to ensure proper cash, investment, and debt reporting. Collaborate with legal, tax, accounting and FP&A in preparing intercompany notes to support cash pooling initiatives while minimizing tax implications. Support financial planning and analysis (FP&A) in preparing cash flow forecasts and long-term financial plans. Working Conditions: Hybrid position Occasional work outside normal business hours as needed Occasional travel as needed Minimum Requirements: Bachelor's degree in finance, accounting, or related field 7-10 years of experience in treasury, cash management, or corporate finance Experience in managing treasury functions for a multinational or large organization is a plus. Strong knowledge of cash forecasting, banking relationships, and investment strategies. Familiarity with treasury management systems (TMS) and financial software (e.g., Microsoft Dynamics, Sage, Kyriba). Must be able to communicate in English effectively, both verbally and in writing Valid driver's license required Preferred Qualifications: MBA CFA (Chartered Financial Analyst) or CTP (Certified Treasury Professional) Industry experience in consumer services, construction Additional Knowledge, Skills and Abilities: In-depth understanding of financial markets, investment products, and financial risk management. Strong analytical and problem-solving skills with a high degree of attention to detail. Excellent communication and interpersonal skills, with the ability to interact effectively with internal and external stakeholders. Proven ability to manage multiple tasks in a fast-paced environment, with strong project management and organizational skills. Advanced proficiency in Excel, financial modeling, and cash flow forecasting. High level of integrity, ethics, and professionalism in managing financial resources. Strategic thinker with strong decision-making capabilities. Ability to work collaboratively across functions and departments. A proactive approach to identifying opportunities for process improvement and risk mitigation. Positive attitude and desire to be a team player Flexibility to work outside of normal business hours as needed Ability to work independently and collaborate as key contributor Safety mindset and acceptance of a safety culture Airtron is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening. Manager of Financial Planning and Analysis FLSA Status: Exempt Department: Accounting Reports To: Director of Finance Jackson Walker, the largest law firm in Texas, has an exciting full-time employment opportunity for a Manager of Financial Planning and Analysis, based out of our Dallas office. Under the direction of the Director of Finance, the Manager of Financial Planning and Analysis is responsible for assisting with the administration and development of the Firm budget, managing reporting packages (month end, Practice Group, Firm, ad hoc, etc.), managing compensation reporting packages, and managing financial statement preparation. This position is a leading role at the Firm for matter planning, alternative fee proposals, 3 rd party surveys, administration of the Professional Liability renewal and all other general reporting requests. This position is tasked with delivering timely, useful information to key decision makers at the Firm. ESSENTIAL DUTIES & RESPONSIBILITIES: Develop, analyze, and consolidate department and office budgets into a Firm budget. Budgets include personnel, billing rates, realizations, cash collections, compensation, and other operating expenses. Assist Department Head and Office Managers with the review and preparation of expense budgets and ensure that the budget data submitted is reasonable and accurate. Manage delivery of monthly Management Committee reporting package for use by firm leaders for Firm, office, and attorney performance analysis. Manage the compilation of monthly reports specifically designed or requested by Practice Groups, Marketing, Department, and Office leaders. Manage the compilation of annual compensation information for use by Compensation Committee and Senior Managers. Manage and prepare modeling for attorney compensation methodology and proposed changes. Manage the development and implementation of a profit methodology for timekeepers and clients. Manage the compilation and delivery of 3 rd Party survey requests. Manage the administration and training of Business Intelligence software including attorney dashboards, Spotlight, SSRS and associated financial reporting software. Oversee the administration of the annual Professional Liability application process and compilation of annual Workers Comp, Fiduciary, Crime, Property and Casualty, and Cyber Insurance renewal forms. Finance team lead partnering with Billing & Collection Committee ("B&C") on billing rate administration, rate approvals, and client financial analysis. Manage updates and content maintenance on the Partner Portal. Respond to specific department report requests (e.g., Firm, PG, Office, Marketing, B&C, etc.) Develop scenarios and models to assess financial impact and profitability of pricing proposals, and assist in the development of creative, workable pricing solutions in response to client demands, including alternative fee arrangements. Monitor performance of pricing arrangements against established goals and key performance indicators, including utilization, leverage, realization, and profitability. Coordinate with insurance providers on firm legal expense spending; track and produce legal expense analysis for firm General Counsel. Attend B&C and PG meetings, when needed, to assist with questions and follow-up items. Prepare quarterly depreciation for new assets. Assist with Payroll Audit. Prepare periodic financial presentations for use by firm management. Assist with review of bank reconciliations. Supervise financial analyst(s). QUALIFICATIONS: Computer proficiency, especially within Excel. Strong problem-solving skills. Ability to organize and prioritize numerous tasks and complete them under time constraints. Strong interpersonal skills, ability to communicate effectively to a diverse group of attorneys and staff. Education: BS in Accounting, Finance, Economics, and/or CPA highly desirable. Experience: Customarily has at least 5 years of relevant experience. Working Conditions: Normal office environment with little exposure to excessive noise and temperature. Work sometimes requires more than 40 hours per week to perform the essential duties of the position; may require irregular hours. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, marital status, pregnancy, genetic information, or any other characteristic protected by law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors. If you require a reasonable accommodation to complete the application or interview process, please contact us at *************************************

Job Details Management ESP Executive Offices - Dallas, TX Full Time 4 Year Degree $96480.00 - $144720.00 Salary/year Occasional Day FinanceDescription Manager, Financial Planning & Analysis Reports To: Director of FP&A Position Summary Our ENT Physician Practice MSO is seeking a seasoned, highly analytical Manager of Financial Planning & Analysis. The role plays a critical part in maintaining the organization's financial health. Core responsibilities include managing and facilitating provider compensation and overseeing key practice-revenue and analytics processes within FP&A. Additional strategic projects will align closely with these two primary functions. ENT Specialty Partners is a fast-paced, growing organization, and we are looking to hire an individual who thrives in that environment. The ideal candidate is motivated, enthusiastic, and naturally curious-eager to challenge the status quo and iterate rapidly. You embrace process improvement and automation, and you're committed to enhancing, streamlining, and scaling these functions over time to support sustainable growth. The ideal candidate will bring a strong foundation in healthcare finance and provider economics, coupled with the ability to translate complex data into actionable insights that improve financial transparency, operational performance, and physician engagement. Key Responsibilities Provider Compensation Manage the overall provider compensation process across the practice portfolio, including but not limited to (1) facilitating the monthly/quarterly calculations process for providers, (2) developing provider compensation reporting for the business/leadership, (3) conducting ad-hoc analysis around provider compensation as directed by the business/leadership Ensure accuracy, transparency, and compliance of compensation calculations across all provider groups Support the refinement of compensation frameworks as the organization expands, ensuring alignment with market competitiveness and organizational goals. Revenue Analytics Facilitate and manage practice revenue reporting, providing accurate bookings to accounting as part of the monthly close cycle process Collaborate with accounting to ensure consistency with revenue recognition and financial reporting Monitor and analyze key revenue and margin drivers across practices, ancillary services, and payor segments Liasson with Business intelligence and Operations to enhance revenue processes, developing a standardized approach to revenue recognition and reporting Develop and maintain revenue forecasting models and dashboards to improve accuracy and visibility for leadership Partner with revenue cycle management (RCM) to track and interpret collection trends, denials, and reimbursement patterns Strategic Finance & Special Projects Lead cross-functional projects related to provider compensation and incentive redesign models Support M&A integration efforts by modeling the financial impact of acquired providers and aligning them to the MSO's compensation framework Design and implement scalable reporting tools and analytics to support physician performance and executive decision-making Qualifications Qualifications • Bachelor's degree in finance, Accounting, Economics, or a related field required • 5+ years of progressive experience in healthcare finance, FP&A, or related roles within a physician group, MSO, ASC, or health system • Proven experience in provider compensation modeling, revenue analytics, or operational finance • Advanced proficiency in Excel (modeling, automation, and data visualization); experience with Power BI, Tableau, or similar ERP tools preferred • Strong understanding of healthcare reimbursement, RVUs, payor mix, and productivity-based compensation models preferred • Excellent analytical, organizational, and communication skills, with the ability to present complex data to both financial and non-financial audiences • Proven ability to manage multiple priorities and work cross-functionally in a fast-paced, growing organization ________________________________________ Why Join Us • Be part of a fast-growing, physician-led Management Services Organization focused on operational excellence and clinical quality • Play a central role in shaping and managing provider compensation strategies that drive engagement and performance • Collaborate with senior leadership, physicians, and operational teams to influence key business decisions • Opportunity for professional growth in a dynamic, high-impact finance organization

Job DescriptionAbout DECA Dental DECA Dental is a leading dental support organization committed to creating healthier smiles and better patient experiences across a rapidly growing network of practices. With a culture centered on excellence, collaboration, and continuous improvement, we empower our team members to make a meaningful impact every day. Position Summary The Manager of FP&A (Operations Support) will serve as the primary financial business partner to DECA Dental's field operations, supporting the financial planning, analysis, and performance management needs of more than 160 non-corporate locations. This role is ideal for a finance professional with strong analytical and communication skills, who thrives in a multi-unit environment and can translate data into actionable business insights. The successful candidate will lead the development of field-level budgets, forecasts, and performance analytics while collaborating closely with Operations, Accounting, and Leadership teams to drive profitability, efficiency, and growth. Key ResponsibilitiesFinancial Planning & Reporting • Lead the budgeting and forecasting process for field operations, including revenue, labor, and operating expense planning. • Prepare and review monthly financial performance reports, highlighting key variances and trends versus budget, forecast, and prior year. • Partner with Operations leaders to identify financial opportunities and risks across the portfolio. • Manage data integrity across systems to ensure consistent and accurate reporting. Operational Analytics & Business Partnering • Develop and maintain KPI dashboards in Power BI to monitor performance at the regional, office, and doctor levels. • Support Operations in driving accountability and operational excellence through financial insights and key performance metrics. • Deliver clear, data-driven recommendations to improve efficiency, patient volume, and profitability. • Serve as the financial liaison between corporate FP&A and field leadership. Strategic & Ad-Hoc Analysis • Conduct scenario modeling and sensitivity analysis to support decision-making around staffing, scheduling, new locations, and cost optimization. • Provide analytical support for initiatives such as marketing ROI, pricing, and service mix performance. • Partner with leadership to evaluate investment opportunities and strategic growth initiatives. Process Improvement & Systems • Lead ongoing enhancement of FP&A processes, reporting automation, and system utilization. • Champion adoption and optimization of Planful for budgeting, forecasting, and reporting. • Streamline data workflows between ERP, Planful, and Power BI to support a scalable FP&A infrastructure. QualificationsRequired • Bachelor's degree in Finance, Accounting, Economics, or related field • 5+ years of progressive experience in FP&A or financial management, preferably in a multi-unit retail or multi-unit healthcare environment • Demonstrated experience partnering with field or regional operations teams • Advanced proficiency in Excel, including PowerQuery and data modeling • Proven ability to lead budgeting, forecasting, and variance analysis processes • Strong communication and presentation skills, able to influence both financial and non-financial stakeholders Preferred • Experience in retail, hospitality, healthcare, or other distributed-service organizations (dental or healthcare experience helpful but not required) • Proficiency with Planful (formerly Adaptive Insights) and Power BI • Familiarity with ERP and reporting systems such as NetSuite or similar • Track record of driving process improvement and building scalable FP&A tools What We Offer • Competitive compensation and comprehensive benefits package • Career growth opportunities within a rapidly expanding organization • Collaborative, mission-driven culture focused on improving lives through better oral health Why Join DECA Dental? At DECA Dental, you'll join a high-performing FP&A team that partners closely with operations to shape financial performance across a national network of practices. Your insights will directly influence strategic decisions, operational execution, and the company's growth trajectory.

The Managed Care Manager leads the operational management of contract adjudication and claims processing within the managed care finance function. This role is responsible for ensuring the accurate and timely adjudication of claims according to contractual agreements, overseeing a team of analysts, and driving continuous improvements in claims workflows and compliance. The ideal candidate combines deep knowledge of managed care contracts and claims processes with strong leadership, operational management skills, and effective communication. Key Responsibilities: * Lead and manage the daily operations of contract adjudication and claims processing, ensuring accuracy and compliance with payer and provider agreements. * Supervise, mentor, and develop a team of Managed Care Analysts focused on claims adjudication and contract compliance. * Oversee the interpretation and application of managed care contract terms to guide accurate claims adjudication and resolution of contract-related disputes. * Collaborate cross-functionally with negotiation teams, revenue cycle, and IT departments to resolve adjudication issues and implement process improvements. * Drive enhancements to adjudication workflows and system configurations to improve accuracy, efficiency, and scalability. * Manage multiple projects aimed at optimizing contract claims processing and operational performance, ensuring deadlines and quality standards are met. * Serve as a primary point of contact for stakeholders regarding contract adjudication issues and operational inquiries. * Conduct regular audits and quality checks to maintain compliance with contractual obligations and regulatory standards. * Develop training programs to enhance team knowledge of evolving managed care contracts, claims procedures, and industry regulations. * Maintain confidentiality and integrity of sensitive contract and claims information at all times. Qualifications: * Bachelor's degree in healthcare management, public health, accounting, finance, or business degree is required. * 7+ years of experience in managed care operations, with a focus on contract adjudication and claims management. * Strong understanding of healthcare managed care contracts, claims processing workflows, and reimbursement methodologies. * Proven leadership skills with experience managing and developing operational teams. * Familiarity with contract adjudication systems and claims processing platforms. * Exceptional critical thinking and problem-solving abilities. * Excellent organizational and project management abilities, with a capacity to manage multiple priorities effectively. * Strong communication skills with the ability to collaborate across departments and with external partners. * Detail-oriented with a commitment to accuracy, compliance, and continuous process improvement. * Advanced knowledge of Microsoft Excel to organize, analyze, and validate large data sets, including proficiency with pivot tables, LOOKUPs, and data validation techniques. * Ability to handle sensitive information with discretion and professionalism.

PENNYMAC Pennymac is (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 We are seeking a highly skilled and innovative Manager Financial Planning and Analysis to join our dynamic team. The Manager Financial Planning and Analysis for Corporate Financial Analysis & Strategy will serve as a key analytical partner to senior leadership. This individual will be responsible for developing and maintaining the complex financial models that underpin the company's strategic planning, forecasting, and investment analysis processes. The Manager Financial Planning and Analysis, Corporate Financial Analysis & Strategy: Financial Modeling & Forecasting: Design, build, and maintain sophisticated, three-statement financial models to support the annual operating plan, long-range strategic planning, and recurring forecast updates. Performance Analysis: Conduct comprehensive analysis of financial results, key performance indicators, and business drivers. Analyze key financial ratios (ROE, ROA, EPS, leverage, etc. ) to evaluate company performance and identify trends and opportunities. Strategic & Investment Analysis: Lead financial analysis for key strategic initiatives, including analysis of fixed investment yield, capital structure optimization, and other corporate development projects. Present findings and recommendations to senior management. Scenario and Sensitivity Modeling: Develop robust financial models for scenario planning and sensitivity analysis to assess the potential impact of various market conditions and strategic decisions on the company's financial outlook. Executive Reporting: Prepare and deliver clear, concise presentations and reports for the executive team and Board of Directors that communicate financial results, forecasts, and strategic insights effectively. What You'll Bring A Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA or CFA designation is strongly preferred A minimum of 5-7 years of progressive experience with a focus on financial modeling, valuation, and strategic analysis, preferably at a publicly-traded company. Expert-level proficiency in Microsoft Excel, with demonstrated ability to build complex, scalable, and well-structured financial models from the ground up A thorough understanding of GAAP principles and the interconnectivity of the three financial statements Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail Superior communication and presentation skills, with the ability to distill complex financial concepts into actionable information for a senior audience Experience with BI and data visualization tools for financial reporting is beneficial. 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. Salary $75,000 - $130,000 Work Model OFFICE

Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology. Job Summary: The Director of FP&A will lead the FP&A team in the financial planning, budgeting, forecasting, and analysis processes for the company. This role is critical in supporting executive decision-making, ensuring financial rigor, and driving business performance through insightful analytics and strategic financial guidance. This role will also lead on corporate development/M&A opportunities as they arise. The ideal candidate will have deep financial expertise, strong business acumen, and a collaborative leadership style. Key Responsibilities: * Strategic Planning & Budgeting: Lead the annual budget process, long-range planning, and periodic reforecasting efforts across business units and corporate functions. * Financial Analysis: Deliver timely, accurate, and insightful financial analysis to support executive decision-making, including variance analysis, scenario modeling, and ROI evaluations. * Reporting: Develop and enhance management reporting packages, KPIs, and dashboards to communicate financial and operational performance to senior leadership and key stakeholders. * Business Partnership: Collaborate with business leaders to align financial plans with strategic goals, support investment decisions, and ensure accountability for financial performance. * Team Leadership: Manage and develop a team of FP&A professionals, fostering a high-performance culture and driving process improvements and automation. * Executive Support: Serve as a key finance partner to the CFO and executive leadership team, providing clear insights and recommendations to support business strategy. * Process Improvement & Tools: Identify and implement improvements in FP&A processes, systems and data integrity to drive efficiency and scalability. * Corporate Development / M&A Corporate responsibilities include identifying and evaluating potential deals, conducting due diligence, reviewing terms, and managing integration processes Qualifications: * Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred * 10+ years of progressive experience in financial planning & analysis, preferably within large, complex organizations * Strong leadership experience, including managing teams and influencing senior executives * Expert-level financial modeling and analysis skills * Exceptional communication and presentation abilities * Proficient in ERP systems and experience in MS Office, Power BI, Tableau, SQL * Ability to think strategically while also executing tactically in a fast-paced environment Preferred Attributes: * Experience in a public company or global business * Exposure to mergers & acquisitions * Ability to translate complex data into actionable insights and strategic recommendations * High integrity, with a results-oriented, ownership mindset Benefits Summary: * Medical/Dental/Vision * 401k plus a company match * ESPP - Employee Stock Purchase Plan * EAP - Employee Assistance Program * 15 Vacation days per year * 7 Paid Company Holidays * Life and AD&D Insurance #LI-KK1 At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully. E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program: * E-verify Participation * Right to Work

General information Country United States State Texas City Dallas Job ID 46730 Department Infor Consulting Services Experience Level DIRECTOR Employment Status FULL_TIME Workplace Type Hybrid Description & Requirements Infor is hiring a Senior Director of FP&A Americas Professional Services organization. This is a critical leadership role within the Americas Professional Services organization, reporting directly to the Global Professional Services FP&A and Operations leadership. You will serve as the key financial advisor and strategic business partner to the EVP of Americas Professional Services, playing a leadership role on the Americas senior leadership team. Infor Americas Professional Services is a $300M business unit and a vital component of our global operations. A Day In the Life Typically Looks Like: * Serve as a trusted business partner to the EVP Americas Professional Services and their leadership team, covering all financial and operational facets of the business units. * Support operational management including business planning, forecasting, pipeline analysis, policy implementation, and workforce planning. * Design, review, and standardize business performance packs, KPIs, and reports. * Collaborate with the global finance and operations team to develop and utilize standardized operational reports, enhancing business performance insights. * Prepare leadership presentations and materials for half- and full-year business planning, quarterly business reviews (QBRs), forecasting, and pipeline analysis. * Support regional and business-level forecasting and workforce planning initiatives. * Provide ad hoc reporting and analysis for theatre and other business reviews such as P&L, quarterly MBO goals, and initiatives. * Partner with the accounting team to ensure timely, accurate monthly closes in accordance with corporate deadlines. * Act as a liaison between internal departments to resolve challenges affecting customers and consultants (Customer Advocacy, Finance Rev Rec, etc). Basic Requirements: * Prior experience managing a team of finance and operations professionals. * Prior experience working within a professional services organization. Preferred Qualifications: * Experience in transformational and organizational change management initiatives. About Infor Infor is where ambition meets impact. Join a global community of bold thinkers and innovators, where your expertise doesn't just solve problems. it shapes industries, unlocks opportunities, and creates real-world impact for billions of people. At Infor, you're not just building a career. you're helping to build what's next. Infor is a global leader in business cloud software products for companies in industry specific markets. Infor builds complete industry suites in the cloud and efficiently deploys technology that puts the user experience first, leverages data science, and integrates easily into existing systems. Over 60,000 organizations worldwide rely on Infor to help overcome market disruptions and achieve business-wide digital transformation. For more information visit ************* Our Values At Infor, we strive for an environment that is founded on a business philosophy called Principle Based Management (PBM) and eight Guiding Principles: integrity, stewardship & compliance, transformation, principled entrepreneurship, knowledge, humility, respect, self-actualization. We have a relentless commitment to a culture based on PBM. Informed by the principles that allow a free and open society to flourish, PBM prepares individuals to innovate, improve, and transform while fostering a healthy, growing organization that creates long-term value for its clients and supporters and fulfillment for its employees. Infor is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive work environment. Infor does not discriminate against candidates or employees because of their sex, race, gender identity, disability, age, sexual orientation, religion, national origin, veteran status, or any other protected status under the law. If you require accommodation or assistance at any time during the application or selection processes, please submit a request by following the directions located in the FAQ section. Fraud Awareness We have been made aware of unauthorized individuals posing as Infor recruiters, including some who have made fraudulent offers of employment. Please read our guidelines and protect yourself from recruitment scams. Fraud Privacy Policy We value your privacy at Infor. You may access our privacy policy here. This employer uses E-Verify. Please visit this website for additional information. E-Verify Illinois: Click here, aquí, or tu.

Join our Payments Planning and Analysis team and shape our business's strategic vision while transforming our finance function into a forward-thinking, connected organization. You'll communicate business promoters to senior leaders, solve complex issues, and collaborate with stakeholders in a dynamic environment. Your work will support the Capital/RWA/Balance Sheet management of the Payments Business, and you'll be involved in monthly business reviews, Quarterly Earnings, and budget cycles, providing strategic recommendations to maximize capital efficiency and ROE. As a Payments Financial Planning and Analysis in the Payments organization, you will have the opportunity to shape the strategic vision of the business through reporting, analytics, and robust budgeting. You will communicate business promoters to senior leaders, contribute to decision-making that may impact financial performance, and collaborate globally across a diverse set of stakeholders in a dynamic environment. This role offers high visibility across the organization and the chance to work closely with a wide variety of stakeholders and senior business leads. Job Responsibilities Conduct in-depth analysis of factors affecting firm's capital, such as changes in regulatory requirements, firm risk profiles, balance sheet, and market dynamics, and present findings to senior management. Extract insights on capital by performing thorough analysis of the capital and risk-weighted assets metrics for the firm as well as key legal entities and create impactful presentations for the senior management to empower decision making. Lead, analyze, review and communicate a number of one-off and repeatable senior management presentations and reviews including, but not limited to: budget and mid-year forecast, financial updates, and analyzing capital performance drivers Communicate and coordinate effectively with other F&BM and corporate functions areas (e.g. Treasury, Firmwide P&A, Business Management, Product Control) to ensure resolution of control and reporting issues in an accurate and timely manner Ensure team produces essential management information with the correct level of actionable insights for decision support, shaping and execution of strategic initiatives as well as assist in ad-hoc requests Required qualifications, capabilities & skills Bachelor's Degree in Accounting, Finance, Economics, Business or related field of a technical nature; Minimum of 6+ years professional experience within banking or financial services; Ability to design business reporting and analysis that is clear, concise and actionable with experience in the consolidation, review, analysis and presentation of Financials and ability to create ad-hoc reporting for senior management; Organized with strong attention to detail and accuracy including a strong control focus - proven ability to produce quality results timely; Highly adaptable, and ability to thrive in an environment where things change quickly and where innovative approaches and experiments are required. Comfortable presenting to senior MD audiences, excellent oral and written communication skills with the ability to articulate complex issues clearly and curate compelling business narrative/story tailored to varying stakeholders; Proactive, highly motivated, self-starter who is driven to excel in all aspects of their role and seeks to break the status-quo and initiate improvements where necessary with a growth and creative mindset; Strong interpersonal skills with the ability to build relationships, effectively working in a collaborative way, influence key stakeholders and excellent issue resolution skills with the ability to be respected as a trusted partner Exceptional analytical, problem solving, critical thinking with ability to analyze large data sets and present conclusions concisely and with a proven track record of execution against deliverables Able to multi-task in a fast paced environment with frequently changing priorities and to meet deadlines under pressure with excellent time management/prioritization skills Preferred qualifications, capabilities & skills Preferably with experience in Capital Management(Basel III endgame, GSIB), Financial Planning and Analysis, analyzing revenue, expenses and balance sheet drivers; would consider experience within related roles e.g. Product Control, Business Management, Treasury & Capital, Risk or Strategy; Strong technical skills in using Microsoft Excel and PowerPoint; experience with data, data analytics tools and financial planning programs preferred; Experience within Payments or solid understanding of deposit/loan products, especially understanding of Net Interest Income, RWA and Return of Equity considerations is preferred;

The Senior Manager, FP&A will be responsible for leading the company's financial forecasting, budgeting, reporting, and strategic analysis function. This position with partner closely with the Chief Accounting Officer and other members of leadership to ensure financial accuracy during the investor-readiness process and beyond. The ideal candidate will bring deep expertise in financial modeling, investor- readiness, investor reporting, and investor-ready company operating requirements. Essential Duties and Responsibilities: Strategic Leadership Lead and scale the FP&A function to meet the needs of a financial institution preparing to be investor-ready. Partner with leadership to guide decision-making through data-driven financial insights. Serve as a thought partner to the leadership on capital allocation, growth strategies, and investor-readiness. Planning & Forecasting Prepare the quarterly and annual budgets and forecasts, rolling forecasts, and long-term financial models. Develop scenario analyses, sensitivity testing, and investor-ready financial projections. Ensure alignment of business unit forecasts with corporate objectives. Financial Reporting Establish robust internal management reporting processes and KPIs. Prepare board-level financial materials, investor-ready presentations reporting. Collaborate with accounting on monthly, quarterly, and annual close and reporting cycles. Investor Readiness Support financial disclosures, regulatory filing processes, and coordination with external advisors and auditors. Drive improvements in financial systems, controls, and processes to meet investor-ready standards. Lead the development of investor-grade reporting and communication practices. Team Leadership Build, mentor, and scale a high-performing FP&A team as company grows and need for larger team arises. Foster cross-functional collaboration with various departments throughout the organization. Qualifications (Education, Computer Skills, Certifications, etc.): Bachelor's degree in Finance or a related field CFA preferred. Minimum 10+ years finance experience, with at least 5 years in FP&A leadership roles. Banking or financial service experience preferred. Proven track record supporting investor readiness or operating in a public company environment. Advanced Excel, financial modeling, and presentation skills. High attention to detail with the ability to manage multiple priorities under varying deadlines. Excellent communication and leadership skills with a professional, positive attitude and demeanor. Benefits options include: Medical, dental and vision coverage 401K with company match 10 paid holidays Accrue up to 17 vacation/sick days per year in your first year on a pro rata basis Applicant may be eligible for annual discretionary bonus No relocation assistance provided. If you are looking to be a part of a winning team and meet the above requirements, we look forward to hearing from you. Monet Bank and their affiliates are Equal Opportunity Employers. Monet Bank and their affiliates do not discriminate against any candidate or employee on the basis of race, national origin, color, genetics, sex, marital status, sexual orientation, gender identity, age, disability, pregnancy, religion or religious affiliation, veteran or service member status, or any other characteristic protected by federal, state or local laws. All applicants have rights under federal employment laws. To view your rights and government notices on the Family Medical Leave Act (FMLA), the Equal Employment Opportunity (EEO) and the Employee Polygraph Projection Act (EPPA), please see the following Department of Labor links: FMLA EEO EPPA Notice to California Residents: Monet Bank and their affiliates may collect personal information about you as part of the job application or employment process. Please see the California Privacy Rights Act Policies at CPRA Policy, CPRA Policy | CLMG Corp, CPRA | CSG Investments CPRA Policy | for details.

Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy, and commitment of our talented professionals across the globe to make a positive impact for our clients and communities. At FTI Consulting, you'll be inspired and empowered to make an impact on headline matters that change history. Working side by side with the world's leading experts in your field, you'll be surrounded by an open collaborative culture that embraces diversity, recognition, professional development and most importantly, you. There's never been a more exciting time to join FTI Consulting and this is where you will do the most exciting and fulfilling work of your career. Are you ready to make an impact? About the Role FTI Consulting is seeking a Senior Director in Dallas to join our growing Transactions Financial Due Diligence team. Our Financial Due Diligence team is aligned with FTI Consulting's Corporate Finance & Restructuring organization. In FTI Consulting's Corporate Finance & Restructuring organization, we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional opportunities faced by corporations, boards, private equity sponsors, creditor constituencies and other stakeholders. The Transactions Financial Due Diligence team offers competitive advice and support by evaluating the risk/return considerations in all stages of the deal continuum. Areas of focus include: Quality of Earnings (EBITDA), Working Capital, Quality of Net Assets, Forecast, Debt and Debt Like Items, Customer/Product/Channel/Category sales and margins, inventory costing and bill of materials. What You'll Do * The Senior Director collaborates with our clients and internal project teams across the entire deal life cycle. You will use your strategic style, cross-functional expertise, and deal skills to: * Provide financial and accounting related consulting services in the Corporate Finance practice areas * Prepare, review, and evaluate historical and pro forma financial information to assess trends and fluctuations that may impact cash flow and deal valuation * Perform industry and company research and assist in preparing reports and schedules that will be delivered to clients and other parties * Provide support and direction to maintain communication with clients and staff members on engagements, while updating senior team members on progress and issues * Network and build internal relationships with members of the Transaction team and other FTI Consulting service areas How You'll Grow This is an excellent opportunity to enhance and expand your transactions and buy and sell-side deals experiences, project management and delivery, and leadership experience. You will work closely with our internal teams and diverse clients across various industries to continue to grow in new and complex areas and technologies. Basic Qualifications * Bachelor's Degree in Accounting, Finance, Informational Systems, Economics, or related field of study * 8+ years of post-graduate combined professional experience * Ability to travel to clients and FTI office(s) * Applicants must be currently authorized to work in the United States on a full-time basis; the employer will not sponsor applicants for work visas Preferred Qualifications * Experience with the financial due diligence process and financial modeling * CPA certification * Client or industry experience in one or more of the following: Manufacturing, Retail, Consumer Goods, Technology, Media, or Energy * Knowledge of GAAP and SEC requirements * Proficiency in MS Excel, PowerPoint, and full MS Office suite #LI-DP1 Total Wellbeing Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following: * Competitive total compensation, including bonus earning potential * Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance * Generous paid time off and holidays * Company matched 401(k) retirement savings plan * Potential for flexible work arrangements * Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support. * Family care benefits, including back-up child/elder care * Employee wellness platform * Employee recognition programs * Paid time off for volunteering in your community * Corporate matching for charitable donations most important to you * Make an impact in our communities through company sponsored pro bono work * Professional development and certification programs * Free in-office snacks and drinks * Free smartphone and cellular plan (if applicable) * FTI Perks & Discounts at retailers and businesses * Upscale offices close to public transportation About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications. Additional Information * Job Family/Level: Op Level 4 - Sr Director * Citizenship Status Accepted: Not Applicable * Exempt or Non-Exempt?: Exempt Compensation * Minimum Pay: 155500 * Maximum Pay: 374000

Reports to: Executive Director Direct Reports: 3 (Finance, Payroll, Admissions & Tuition) Status: Full-time Pay: $80-90K The Director of Finance is a key member of the leadership team responsible for overseeing financial health and operational efficiency. This role ensures compliance, supports strategic initiatives, and drives organizational sustainability. The Director plays a critical role in managing the annual financial calendar, guiding all planning, reporting processes, and key deadlines to ensure alignment across departments and organizational goals. Key Responsibilities Finance & Accounting * Prepare and present annual financial reports, budgets, and forecasts to the Board of Directors. * Lead all aspects of financial management, including audit preparation and compliance with 990 and 1099 filings. * Develop and oversee organizational and departmental budgets, ensuring alignment with grant compliance, including federally funded grants. * Conduct financial planning and analysis to identify trends, risks, and opportunities. * Create and maintain financial models to support strategic decision-making and business planning. * Provide in-depth financial analysis and strategic guidance to the Executive Director and Board to inform decision-making. * Establish and implement financial policies and reports to enhance transparency and accountability. Tuition & Admissions * Collaborate with the Admissions team to develop tuition structures and oversee billing, refunds, and payment compliance. * Support enrollment strategies aligned with organizational goals. Payroll * Oversee payroll processing, ensuring accuracy and compliance with financial policies and regulations. Qualifications * Bachelor's degree in Accounting, Finance, Business Administration, or a related field. * 7+ years of increasing responsibility in finance, accounting, or operations leadership, including management experience in budgeting and financial analysis, preferably in the nonprofit sector. * Strong knowledge of nonprofit accounting standards, grant compliance, and audit preparation. * Proven experience in working collaboratively with multiple departments. Key Competencies * Strategic financial and operational leadership with a focus on sustainability and growth. * Excellent financial acumen, collaboration, and communication skills across various departments. * Strong process improvement and compliance management abilities. * Proficient in managing timelines and critical deadlines through an organized annualized calendar. The responsibilities outlined are illustrative and not exhaustive. Additional duties may be required. How to Apply Email your resume (1-2 pages) to [email protected] using 'Director of Finance' as the subject line (unless otherwise specified in the job posting). This opportunity is open to all eligible and qualified applicants; however, please note that sponsorship is not available for this role. Early applications are encouraged.

Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins. INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with. You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas. You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change. Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. You thrive in a Team Environment. Collaboration is key in innovation and creating change. These pillars of LIGHT are a reminder to our team that we are making a difference by providing guidance and support in navigating the often complex and confusing landscape of healthcare. We hope that through this LIGHT, individuals can find their way to the best care, resources, and support they need to get back to life. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Job overview The Financial Reporting Director plays a critical role in ensuring the accuracy, integrity, and timeliness of financial reporting for the organization. This position is responsible for managing the preparation of financial statements in accordance with US GAAP, coordinating external audits, and supporting internal stakeholders with financial insights. The ideal candidate will have strong technical accounting skills, attention to detail, and the ability to lead and collaborate across departments. Location: Dallas, TX Key responsibilities: Lead the preparation and review of monthly and annual financial statements. Ensure compliance with applicable accounting standards and internal policies. Manage the external audit process, including coordination with auditors and preparation of audit schedules. Oversee the consolidation of financial results across multiple products. Develop and maintain accounting policies and procedures to ensure consistent application. Support the Controller, CFO and executive leadership with financial analysis and reporting. Monitor changes in accounting regulations and assess their impact on the organization. Assist in the maintenance and further development of our financial systems and tools. Treasury management duties. Assist in investor relations communications. Act as liaison with FP&A for ongoing financial reporting, budget and forecasting. Provide guidance and mentorship to junior accounting staff. Primary requirements: Bachelor's degree in Accounting, Finance, or related field (CPA or equivalent certification preferred). 5+ years of progressive experience in accounting or financial reporting, including public accounting experience. Strong knowledge of US GAAP and financial statement preparation. Experience with ERP systems (e.g., NetSuite) and advanced Excel skills. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet tight deadlines. High level of integrity and commitment to accuracy. Benefits Medical Insurance Dental Insurance Vision Insurance Short & Long Term Disability Life Insurance 401k with company match Paid Time Off Paid Parental Leave Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Presidio, Where Teamwork and Innovation Shape the Future At Presidio, we're at the forefront of a global technology revolution, transforming industries through cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role As Director of FP&A, you'll play a key leadership role in shaping Presidio's financial strategy and performance. You will partner with senior executives and business leaders to drive financial planning, forecasting, and decision support, providing critical insights that guide corporate growth, resource allocation, and profitability. This position offers exceptional visibility and influence within the organization - ideal for a finance leader seeking both strategic impact and career advancement in a fast-paced, high-performance environment. Key Responsibilities: Strategic Leadership * Lead company-wide financial planning, budgeting, and forecasting processes that align with strategic objectives. * Partner closely with business and functional leaders to translate strategy into measurable financial goals. * Deliver data-driven insights and recommendations to the executive team and Board of Directors. * Drive continuous improvement in financial reporting, planning, and decision-support capabilities. Operational & Analytical Excellence * Design and implement scalable financial models, dashboards, and reporting frameworks to support growth and efficiency. * Develop and monitor KPIs that measure business performance and identify opportunities for margin expansion and optimization. * Conduct scenario modeling, sensitivity analysis, and investment evaluations to support key business initiatives. * Oversee monthly, quarterly, and annual reporting processes, ensuring accuracy, timeliness, and actionable analysis. Systems & Process Optimization * Leverage financial systems (e.g., D365, OneStream) to enhance automation, integration, and analytics. * Champion the adoption of technology and data analytics to modernize financial planning and decision-making. Leadership & Team Development * Lead, coach, and develop a team of high-performing finance professionals. * Foster a collaborative, results-oriented culture that emphasizes accountability, innovation, and continuous learning. Qualifications * Bachelor's degree in Finance, Accounting, or related field; MBA, CPA, or CFA strongly preferred. * 7-10 years of progressive experience in corporate finance or FP&A, including leadership roles. * Proven success in a private equity-backed, SaaS, or technology-driven organization. * Deep expertise in financial modeling, forecasting, and strategic planning. * Strong analytical and problem-solving skills with a track record of driving business outcomes. * Advanced proficiency in Excel, PowerPoint, and financial analytics tools (e.g., PowerBI, Tableau). * Experience with enterprise systems such as D365, OneStream, or comparable ERP/FP&A platforms. * Exceptional communication, presentation, and influencing skills, with the ability to work effectively across all levels of the organization. Your future at Presidio Joining Presidio means stepping into a culture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here, your impact is real. Whether you're harnessing the power of Generative AI, architecting resilient digital ecosystems, or driving data-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** * Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: ************************************************************************************************ If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to ************************ for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to ************************. Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.

Job Description Please note that Jackson Walker is not currently accepting search firm submissions in connection with this opening. Manager of Financial Planning and Analysis FLSA Status: Exempt Department: Accounting Reports To: Director of Finance Jackson Walker, the largest law firm in Texas, has an exciting full-time employment opportunity for a Manager of Financial Planning and Analysis, based out of our Dallas office. Under the direction of the Director of Finance, the Manager of Financial Planning and Analysis is responsible for assisting with the administration and development of the Firm budget, managing reporting packages (month end, Practice Group, Firm, ad hoc, etc.), managing compensation reporting packages, and managing financial statement preparation. This position is a leading role at the Firm for matter planning, alternative fee proposals, 3rd party surveys, administration of the Professional Liability renewal and all other general reporting requests. This position is tasked with delivering timely, useful information to key decision makers at the Firm. ESSENTIAL DUTIES & RESPONSIBILITIES: Develop, analyze, and consolidate department and office budgets into a Firm budget. Budgets include personnel, billing rates, realizations, cash collections, compensation, and other operating expenses. Assist Department Head and Office Managers with the review and preparation of expense budgets and ensure that the budget data submitted is reasonable and accurate. Manage delivery of monthly Management Committee reporting package for use by firm leaders for Firm, office, and attorney performance analysis. Manage the compilation of monthly reports specifically designed or requested by Practice Groups, Marketing, Department, and Office leaders. Manage the compilation of annual compensation information for use by Compensation Committee and Senior Managers. Manage and prepare modeling for attorney compensation methodology and proposed changes. Manage the development and implementation of a profit methodology for timekeepers and clients. Manage the compilation and delivery of 3rd Party survey requests. Manage the administration and training of Business Intelligence software including attorney dashboards, Spotlight, SSRS and associated financial reporting software. Oversee the administration of the annual Professional Liability application process and compilation of annual Workers Comp, Fiduciary, Crime, Property and Casualty, and Cyber Insurance renewal forms. Finance team lead partnering with Billing & Collection Committee ("B&C") on billing rate administration, rate approvals, and client financial analysis. Manage updates and content maintenance on the Partner Portal. Respond to specific department report requests (e.g., Firm, PG, Office, Marketing, B&C, etc.) Develop scenarios and models to assess financial impact and profitability of pricing proposals, and assist in the development of creative, workable pricing solutions in response to client demands, including alternative fee arrangements. Monitor performance of pricing arrangements against established goals and key performance indicators, including utilization, leverage, realization, and profitability. Coordinate with insurance providers on firm legal expense spending; track and produce legal expense analysis for firm General Counsel. Attend B&C and PG meetings, when needed, to assist with questions and follow-up items. Prepare quarterly depreciation for new assets. Assist with Payroll Audit. Prepare periodic financial presentations for use by firm management. Assist with review of bank reconciliations. Supervise financial analyst(s). QUALIFICATIONS: Computer proficiency, especially within Excel. Strong problem-solving skills. Ability to organize and prioritize numerous tasks and complete them under time constraints. Strong interpersonal skills, ability to communicate effectively to a diverse group of attorneys and staff. Education: BS in Accounting, Finance, Economics, and/or CPA highly desirable. Experience: Customarily has at least 5 years of relevant experience. Working Conditions: Normal office environment with little exposure to excessive noise and temperature. Work sometimes requires more than 40 hours per week to perform the essential duties of the position; may require irregular hours. The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of essential functions, responsibilities, or requirements. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, veteran status, sexual orientation, gender identity, marital status, pregnancy, genetic information, or any other characteristic protected by law and will not be discriminated against on the basis of disability. It is our intention that all qualified applicants are given equal opportunity and that employment decisions be based on job-related factors. If you require a reasonable accommodation to complete the application or interview process, please contact us at *************************************