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  • Fractional Chief Financial Officer (CFO)

    Calpion/Plutus Health

    Treasurer job in Dallas, TX

    About Plutus Health Inc. Plutus Health Inc. is a premier provider of Revenue Cycle Management (RCM) services, dedicated to optimizing financial performance for healthcare providers through innovative technology and expert solutions. As we expand our operations, we are seeking a highly experienced Fractional CFO to join our executive team and provide strategic financial leadership. Position Overview The Fractional CFO will play a pivotal role in managing and directing the financial operations of Plutus Health Inc. This C‑suite executive will be responsible for developing financial strategies, managing financial departments, and ensuring the overall financial health of the organization. The ideal candidate will have extensive experience in financial management within the healthcare or RCM sector. Key Responsibilities Strategic Financial Leadership Develop and implement financial strategies that align with the company's long‑term goals. Provide financial insights and recommendations to the CEO and executive team to support decision‑making. Lead the financial planning, budgeting, and forecasting processes. Financial Operations Management Oversee all financial departments, including Accounting, Reimbursement and Utilization Review. Ensure accurate and timely preparation of financial reports that reflect the company's financial position. Manage resource allocation and prepare the annual budget. Regulatory Compliance and Reporting Ensure compliance with all regulatory requirements and timely submission of financial data and associated reports. Direct the preparation and submission of payroll tax reports, public disclosure reports, and third‑party payer cost reports. Performance Analysis and Improvement Analyze financial performance metrics to identify trends and opportunities for cost reduction and revenue enhancement. Monitor financial and economic indicators to inform strategic planning and investment decisions. Report undesirable trends and potential business opportunities, providing actionable recommendations. Operational and Capital Planning Assist the CEO in developing long‑term and short‑term operational plans, including service demand analyses, resource availability analyses, and productivity assessments. Develop and manage operational and capital budgets in line with the company's strategic objectives. Stakeholder Communication and Leadership Communicate financial performance and operational updates to senior administration and relevant stakeholders. Lead, mentor, and develop the finance team to enhance their skills and capabilities. Contract and Financial Arrangement Review Review contracts, purchase agreements, and other financial arrangements to ensure they align with the company's business goals and profitability expectations. Maintain accuracy of the charge master and maximize net reimbursement for the facility. Qualifications Bachelor's degree in Accounting, Finance, or a related field. Minimum of 10 years of progressive financial leadership experience, including roles such as Financial Controller, Assistant CFO, or VP of Finance. CPA or other relevant professional certifications preferred. Strong analytical, strategic thinking, and leadership skills. Excellent communication and interpersonal abilities. Proven experience in the healthcare or RCM industry is highly desirable. Proficiency in financial software is required. Why Plutus Health Inc. Opportunity to work with a dynamic and innovative team. Play a key role in shaping the financial future of a growing company. Competitive compensation and benefits package. #J-18808-Ljbffr
    $98k-184k yearly est. 3d ago
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  • Chief Financial Officer - Private Equity Fund Level Restaurants

    Leap Brands

    Treasurer job in Dallas, TX

    TheChiefFinancialOfficer(CFO)atthefundlevelwilloverseefinancialstrategy,reporting,andoperationalperformanceacrossmultiplerestaurantbrandswithintheprivateequityportfolio.Thisindividualwillactasastrategicleader,managingandguidingthe CFOsofportfoliocompanieswhileensuringalignmentwiththefund'sfinancialgoals,investmentstrategies,andvaluecreationplans. Theidealcandidatewillhavedeepexperienceinmulti-unitrestaurantfinance,M&A,financialrestructuring,anddriving EBITDAgrowthinaprivateequity-backedenvironment. Key Responsibilities Developandexecutefinancialstrategiesthatmaximizetheperformanceofrestaurantportfoliocompanieswhilealigningwiththefund'sinvestmentobjectives. ProvideoversightandguidancetoportfoliocompanyCFOs,ensuringfinancialdiscipline,operationalefficiency,andcompliancewith PEexpectations. Establishfinancialcontrols,reportingstructures,andforecastingmodelsacrossallportfoliocompanies. ServeastheprimaryfinancialliaisonbetweenthefundandrestaurantbrandCFOs,ensuringclearcommunicationoffinancialexpectationsandkeyperformancemetrics. PartnerwithportfoliocompanyCFOstooptimizefinancialperformance,improvemargins,andenhancecashflow. Monitorfinancialhealthacrossbrands,identifyingrisks,inefficiencies,andopportunitiesforrevenuegrowth. Leadcapitalallocationstrategiesacrosstherestaurantportfolio,includinginvestmentprioritization,refinancing,andworkingcapitalmanagement. SupportCFOsinimprovinguniteconomics,pricingstrategies,andcostcontrolstodriveprofitability. Leadfinancialduediligence,modeling,andintegrationforrestaurantacquisitions,divestitures,androll-ups. Evaluateandexecutegrowthstrategies,includingnewstoredevelopment,franchiseexpansion,andstrategicexits. Developplaybooksforpost-mergerintegration,ensuringseamlessfinancialandoperationaltransitions. Investor & Lender Relations Prepareandpresentfinancialreports,forecasts,andperformanceinsightstoprivateequitypartners,lenders,andinvestors. Supportfundraisingandcapitaldeploymentefforts,workingcloselywithinvestmentteamsonfinancingstructures. Overseedebtcompliance,covenantmonitoring,andcapitalstructureoptimization. Operational & Financial Performance Monitoring ImplementstandardKPIs,benchmarking,andreportingacrossportfoliocompaniestomeasurefinancialsuccess. Developandrefinebudgetingandforecastingprocessesatboththefundandportfoliocompanylevels. Ensurefinancialreportingconsistencyandaccuracy,drivingdata-drivendecision-makingacrosstheorganization. Qualifications & Experience Education:Bachelor'sdegreein Finance,Accounting,orrelatedfield;MBAand/or CPAstronglypreferred. Experience:15+yearsofprogressivefinanceleadershipexperience,withatleast5yearsinaprivateequity-backedmulti-unitrestaurantorretailenvironment. ExperiencemanagingmultipleCFOsacrossadiverseportfolioofrestaurantorconsumer-facingbrands. Strongexpertiseinrestaurantuniteconomics,franchising,andcorporatefinance. Deepknowledgeoffinancialmodeling,valuation,capitalmarkets,andM&Aexecution. Skills Provenabilitytodrivefinancialandoperationalimprovementsacrossmultiplebusinessunits. Strongleadershipandcommunicationskills,withtheabilitytoinfluenceC-suiteexecutivesandinvestors. Advancedfinancialplanning,reporting,andanalyticalcapabilities. Experiencewithfinancialreportingsystems,ERPplatforms,andbusinessintelligencetools. Preferred Traits Strategicthinkerwiththeabilitytobalancefinancialdisciplinewithgrowthinitiatives. Strongunderstandingofprivateequityvaluecreationstrategiesandexitplanning. Abilitytothriveinafast-paced,high-growth,anddynamicenvironment. #J-18808-Ljbffr
    $98k-184k yearly est. 6d ago
  • Chief Growth Officer

    Eftsure

    Treasurer job in Dallas, TX

    About us Eftsure is a leading SaaS provider of payment security and B2B payment fraud prevention solutions, helping organizations reduce risk, meet compliance demands, and drive operational confidence. With 3,500+ customers globally, 400+ team members, and over 50% YoY growth, we are looking to further enhance our amazing leadership team with a Chief Growth Officer responsible for global go-to-market. As Chief Growth Officer, you will be responsible for driving end to end growth across Eftsure's global business, integrating sales, marketing and partnerships into a unified growth engine. You will lead and scale global sales in a hyper-growth, international expansion environment, playing a pivotal role in accelerating revenue performance, expanding market penetration, and strengthening strategic partnerships. You will oversee and empower high-performing teams across Sales Development (SDR/BDR), Account Executives (AEs) Partnerships/Channel Sales and Marketing driving a unified go-to-market strategy aligned with global objectives. Your leadership will focus on revenue acceleration, market expansion and building key strategic partnerships that drive sustained global growth. This is a senior leadership role for a dynamic, hands‑on executive who thrives in high‑growth, data‑driven environments, builds exceptional teams, and has deep expertise in payments, fintech, or financial technology platforms. Key Responsibilities Own and execute the global growth strategy, leading sales, and marketing to achieve customer acquisition and revenue growth in alignment with global expansion goals. Lead and inspire a Global team across Sales Development (SDR/BDR), Account Executives, Partnerships/Channels, Marketing and Revenue Operations. Develop and optimize go-to-market frameworks, sales methodologies, and forecasting models to ensure predictable, scalable growth. Own the revenue number, ensuring consistent achievement of quarterly and annual growth targets. Drive new customer acquisition and revenue growth across core and emerging markets. Expand strategic partnerships and channel programs, identifying and managing relationships with key industry players, technology partners, and payment providers. Oversee global marketing strategy to elevate brand visibility and thought leadership in the payments and fintech ecosystems. Drive demand generation, content and digital initiatives that fuel the sales pipeline and strengthen brand equity. Collaborate with global leadership, product, and customer success to deliver seamless, end-to-end customer experiences ensuring long term customer value and advocacy. Champion customer experience across all touchpoints to maximize satisfaction, reduce churn and drive expansion opportunities. Recruit, coach, and inspire top‑tier talent, fostering a high‑performance, customer‑first sales culture. Represent Eftsure in the U.S. payments and fintech ecosystem, driving brand visibility and thought leadership. Adhering to the Eftsure Company Values. About you 15+ years of progressive leadership experience in growth, sales or revenue-focused roles, including at least 5 years in a senior executive position (CRO, CMO, VP Growth, VP/SVP, or equivalent). Proven success driving integrated growth strategies across sales and marketing in B2B SaaS or fintech environments. Proven successful track record of exceeding revenue targets and building high-growth sales organisations. Demonstrated ability to scale sales organisations from early-stage to mature, predictable revenue operations. Demonstrated ability to transform data and insights into actionable strategies that accelerate growth and improve customer lifetime value. Deep understanding of U.S. payment infrastructure, merchant acquisition, partnerships, and channel ecosystems. Strong track record of building and leading high-performing teams, with a commitment to team development, mentoring and diversity. Exceptional strategic acumen, data-driven mindset and executive communication skills. Deep expertise in payments, fintech, or financial services technology sectors, ideally across B2B SaaS or enterprise platforms, ideally with experience in scaling global operations. Excellent communication and executive presence, with experience collaborating across global teams. Please note - While our office is in Dallas, we are open to this role being remote anywhere in the US. #J-18808-Ljbffr
    $98k-184k yearly est. 5d ago
  • Chief Financial Officer B2B EXIT B2B CFO

    B2B CFO 3.6company rating

    Treasurer job in Dallas, TX

    Seeking An Experienced CFO Areyou a driven and entrepreneurial CFO with experience in helpingbusiness owners improve their business? Would you like to guide businessowners in selling or buying privately held companies? Would you like tobe rewarded for your skill and experience? Are you seeking a uniqueopportunity to control your career while building a thriving consultingpractice? B2B CFO offers a dynamic platform for seasoned financialprofessionals like you to excel in strategic business advisory andsell/buy services for privately held companies. Why Choose B2B CFO & B2B EXIT ? Asa Partner with B2B CFO & B2B EXIT , you'll tap into the potentialof our well-recognized brand and esteemed reputation to create your ownthriving consulting practice. Within this role, you'll provide a diverserange of strategic business advisory services, enabling business ownersto increase cash flow, secure bank loans, ensure sustainedprofitability, and strategically prepare their businesses for a futuresale. To delve deeper into our extensive offerings, visit ************** and explore our specialized services at **************** Ideal Candidate Profile Experienced CFO with success in increasing company cash Experience in being involved in the buying/selling of companies Desires to learn one of the most important skills in the USA - finding great paying clients Desire to learn how to have multiple clients Passion to be in control of their future Requirements Minimumof 5 years as a CFO (or equivalent, such as financial vice president/VPof finance) in privately held companies within the USA At least 15 years of professional experience since college graduation Bonus Has a series Series 7 and/or 79 license Please Note Thisis NOT a W-2 CFO position; we are seeking candidates to join our firmas Partners, working from anywhere in the USA within your local market This is NOT a franchise opportunity Byconfidentially submitting your resume, you grant B2B CFO & B2BEXIT permission to contact you via email and phone about our CFOopportunities. We are an equal opportunity employer and value diversityat our company. We do not discriminate on the basis of race, religion,color, national origin, gender, sexual orientation, age, marital status,veteran status, or disability status. #J-18808-Ljbffr
    $114k-200k yearly est. 3d ago
  • Chief Financial Officer

    24 Hour Flood Pros

    Treasurer job in Dallas, TX

    Chief Financial Officer & Head of Accounting Gurr Brothers Construction is a national leader in the roofing, solar, and restoration industries. With over 100 locations, we are seeking a highly skilled and experienced Executive Financial Officer to join our executive team. This role will play a critical part in shaping the financial strategy of the organization, ensuring fiscal responsibility, and driving financial performance. This position requires a strategic thinker with a deep understanding of financial management, regulatory compliance, and market analysis. Overview Gurr Brothers Construction is a national leader in the roofing, solar, and restoration industries. With over 100 locations, we are seeking a highly skilled and experienced Executive Financial Officer to join our executive team. This role will play a critical part in shaping the financial strategy of the organization, ensuring fiscal responsibility, and driving financial performance. This position requires a strategic thinker with a deep understanding of financial management, regulatory compliance, and market analysis. Duties Oversee all financial operations, including directing day to day accounting activities, account receivables, accounts payable, reconciliations, and monthly closing Direct the preparation of all financial statements, including income statements, balance sheets, tax returns (Form 1065's), and filings with various governmental agencies Gather, prepare, and maintain monthly cashflow, burn rate, and internal financial reporting across multiple entities Procure and compare various insurance quotes including General Liability, Auto, and Workers Comp. Oversee insurance audits involving payroll, employee classifications, sub‑contractors, and overall revenue. Ensure timely regulatory reporting and adherence to all applicable laws and regulations Collaborate with other executives to drive profitability and manage profit‑loss statements effectively. Provide guidance on financial decision‑making to support organizational growth. Qualifications Bachelor's degree in Accounting or Finance and at least 5 years of experience as Senior Controller, VP of Finance and/or CFO Certified Public Accountant (CPA) required Strong knowledge of GAAP principles and financial reporting standards Proficient in using standard accounting software (QB & Oracle Net Suite) and MS Excel Proven track record of actually doing the work and being held accountable for accomplishments. Additional Requirements Excellent analytical and problem‑solving skills Attention to detail and accuracy in financial data analysis Effective communication and interpersonal skills This position is designed for a Hybrid work environment. The candidate must have the experience to self‑manage and utilize technology effectively and efficiently. Ability to Commute: Dallas, TX area Medical Vision Compensation $80,000.00 - $120,000.00 per year #J-18808-Ljbffr
    $80k-120k yearly 6d ago
  • Director of Financial Planning and Analysis

    Stevendouglas 4.1company rating

    Treasurer job in Dallas, TX

    Director of FP&A StevenDouglas has partnered with a construction company that is looking for a Director of FP&A. This role is based near Addison and is fully in office. The Director of FP&A will lead all financial planning and analysis efforts for the division, including budgeting, forecasting, and internal reporting. This role ensures financial integrity through adherence to GAAP and company policies, while also supporting operational effectiveness across the division. This position will partner closely with divisional leadership to drive performance, provide insights, and support strategic initiatives, including M&A activities. The ideal candidate is analytical, detail-oriented, and comfortable collaborating with both finance and operational teams. Key Responsibilities Lead the creation and maintenance of divisional business plans, budgets, and forecasts Ensure accuracy and compliance in financial reporting in accordance with GAAP and internal policies Support cost control efforts and provide financial oversight across the division Analyze margins, prepare pricing proformas, and evaluate financial performance Assist in the administration and oversight of sales contracts Support strategic decision-making with accurate and timely financial analysis Collaborate with leadership to drive divisional growth and profitability Engage with investors during project due diligence and underwriting Facilitate timely accruals and manage trailing costs Qualifications Bachelor's degree in Finance 10-15 years of relevant Finance experience Homebuilding, Construction, Building Component or Manufacturing Industry experience
    $87k-125k yearly est. 1d ago
  • Vice President Finance

    Benchmark Search

    Treasurer job in Dallas, TX

    We're working with a well-established electrical construction and services contractor that's known for long-term client relationships and a people-first culture. Our client is seeking a Vice President of Finance to join the executive leadership team and partner closely with the CFO to drive financial performance, strengthen operational insights, and support strategic growth. Why this role stands out Executive seat at the table: direct partnership with the CFO and leadership team High-impact scope: influence profitability, cash flow, forecasting, and project performance across the business Build and modernize: lead a major financial systems transformation and process improvements People-forward environment: collaboration, development, and mentorship are core to the culture Key responsibilities Partner with the CFO to shape and execute financial strategy aligned to growth goals Lead budgeting, forecasting, and long-range planning tied closely to operational priorities Deliver clear reporting, variance analysis, and executive-level insights to support decision-making Oversee accounting, financial reporting, compliance, and close disciplines aligned with U.S. GAAP Strengthen project-level financial visibility, including work-in-progress reporting and cost-to-complete forecasting Build dashboards and KPIs that connect financial results to operational execution Drive operational finance partnership across estimating, project management, and field operations to improve margins and outcomes Lead a companywide financial systems/ERP implementation and ongoing process automation efforts (without getting lost in the weeds) Maintain strong internal controls and support risk management across contracts, growth initiatives, and operations Lead, mentor, and develop a high-performing finance/accounting team; build a culture of accountability and collaboration Support external relationships as needed (audit, banking, bonding, and insurance partners) Travel up to 25%, typically planned in advance for key business meetings Qualifications Bachelor's degree in Accounting, Finance, or related field (MBA and/or CPA preferred) 10+ years of progressive finance leadership experience, ideally within construction or project-based environments Strong background in project financial management (job costing, margin analysis, and WIP-style reporting) Proven ability to lead teams, develop talent, and partner cross-functionally with operations leaders Strong judgment and decisiveness in complex, fast-moving situations Experience leading financial systems/ERP implementations and driving process improvement/automation Excellent communication, analytical, and leadership skills
    $106k-171k yearly est. 2d ago
  • Chief Financial Officer Texas Behavioral Health Center

    The University of Texas Southwestern Medical Center 4.8company rating

    Treasurer job in Dallas, TX

    Join our team and help launch the first state psychiatric hospital in Dallas-Fort Worth, where innovative caregivers will make a lasting impact on behavioral health in Texas. The Texas Behavioral Health Center is a newly completed state-funded psychiatric hospital opening in Dallas' Southwestern Medical District through a partnership between UT Southwestern Medical Center and the Texas Health and Human Services Commission (HHSC). When fully operational, the 505,000-square-foot facility will house 292 beds - 200 for adult patients and 92 for children and adolescents. As DFW's first state-funded behavioral health hospital, it is designed to deliver state-of-the-art, patient-centered care in a modern and healing environment. The center provides comprehensive behavioral health treatment and features private patient rooms, abundant access to natural light and nature, and thoughtfully designed spaces that promote recovery. The hospital will also provide training to all behavioral health disciplines. As employees of UTSouthwestern, team members will join a world-class academic medical center committed to patient-centered care, innovation, interdisciplinary collaboration, and preparing patients for successful reintegration into their families and communities. With competitive benefits and a mission-driven culture, Texas Behavioral Health Center offers an unparalleled opportunity to make a lasting impact on mental health care in North Texas. Learn more about Texas Behavioral Health Center here! WHY UT SOUTHWESTERN? With over 75 years of excellence in Dallas-Fort Worth, Texas, UT Southwestern is committed to excellence, innovation, teamwork, and compassion. As a world‑renowned medical and research center, we strive to provide the best possible care, resources, and benefits for our valued employees. Ranked as the number 1 hospital in Dallas‑Fort Worth according to U.S. News & World Report, we invest in you with opportunities for career growth and development to align with your future goals. Our highly competitive benefits package offers healthcare, PTO and paid holidays, on‑site childcare, wage, merit increases and so much more. We invite you to be a part of the UT Southwestern team where you'll discover a culture of teamwork, professionalism, and a rewarding career! JOB SUMMARY The Chief Finance Officer (CFO) for the Texas Behavioral Health Center (TBHC) serves as the senior executive responsible for the strategic oversight, planning, and management of all financial functions of the organization. TBHC is a state‑funded psychiatric hospital in Dallas with approximately 296 beds, offering comprehensive inpatient psychiatric care for adults and children, and serves as a cornerstone in expanding Texas's mental health infrastructure. The TBHC CFO ensures that TBHC's financial operations support high‑quality behavioral health services while complying with state laws, policies, and the biennial appropriations process. The TBHC CFO provides leadership in developing financial strategies, ensuring transparency, and optimizing use of state‑allocated resources to advance the mission of TBHC and UT Southwestern. The TBHC CFO will report directly to the TBHC Chief Executive Officer with a dotted‑line/matrix reporting structure to the UT Southwestern Health System Chief Finance Officer. BENEFITS UT Southwestern is proud to offer a competitive and comprehensive benefits package to eligible employees. Our benefits are designed to support your overall wellbeing, and include: PPO medical plan, available day one at no cost for full‑time employee‑only coverage Paid Time Off, available day one Retirement Programs through the Teacher Retirement System of Texas (TRS) Paid Parental Leave Benefit Wellness programs Tuition Reimbursement Public Service Loan Forgiveness (PSLF) Qualified Employer RESPONSIBILITIES Develops and articulates the financial vision and strategy for TBHC, ensuring alignment with organizational goals and the constraints and opportunities of the state-funded environment. Advises senior leadership on financial implications of strategic and operational decisions, particularly within the context of behavioral health service delivery. Leads the development, management, and oversight of TBHC's biennial operating and capital budgets, ensuring compliance with state appropriations, guidance from the Texas Health and Human Services Commission (HHSC), and all relevant statutes. Monitors expenditures and forecasts financial needs, proactively identifying variances and recommending adjustments to remain within biennial allocations. Ensures budget transparency and accuracy in all reporting to state oversight bodies. Oversees all financial operations, including accounting, purchasing, accounts payable/receivable, payroll, internal controls, and financial compliance. Maintains strong internal controls to safeguard state assets and ensure fiscal integrity. Provide financial guidance with respect to reducing operating costs; develop and implement a financial strategic plan that enhances the Hospital's operations plan and cash position. Ensures compliance with all applicable state and federal regulations, HHSC policies, audit guidelines, and reporting requirements. Prepares or oversees the preparation of financial reports, cost analyses, legislative reports, and other documentation required by state agencies. Serves as the primary liaison for internal and external auditors, ensuring timely responses and corrective actions when needed. Identifies opportunities to improve financial efficiency, cost effectiveness, and value in behavioral health service delivery. Oversees financial planning for major initiatives, infrastructure needs, technology investments, and operational improvements. Partners with clinical and administrative leaders to ensure that financial decisions support high-quality patient care, safety, and compliance. Serves as a key spokesperson for financial matters within TBHC, advising leadership, governing bodies, and other stakeholders on financial performance and long‑term sustainability. In partnership with the TBHC CEO and other Health System leadership, collaborates with state agencies, including HHSC and legislative stakeholders, to align financial operations with state-level policy goals and reporting expectations. Ensures TBHC finance teams are trained on state financial procedures, budget cycles, and compliance requirements. Works closely with nursing, clinical, operational, and administrative leaders to align resource planning with patient care needs and behavioral health priorities. In collaboration with Health System, provides information to and engages in payor negotiations, as needed. Participates in organizational planning, performance improvement initiatives, and long‑range strategic development. Performs other duties as assigned. QUALIFICATIONS Education and Experience Required Education Master's Degree in Business Administration, Finance, Accounting, or a related field. Experience 10 years of progressively responsible financial experience within a distinguished academic medical center, major teaching hospital, or multi-hospital system. Preferred Licenses and Certifications (CPA) CERT PUBLIC ACCOUNTANT Knowledge, Skills and Abilities Work requires excellent presentation skills and experience in working with a senior executive team in business planning and financial strategy development. Work requires a track record of strong financial, analytic and problem solving capabilities. The ability to see the broader implications of key decisions with an appreciation for operations. Work requires experience developing and executing on a disciplined growth strategy. Work requires outstanding business development skills. Work requires a strong business orientation with the ability to "go beyond the numbers" in helping the senior executive team identify and develop opportunities for increasing revenue, reducing expense and strengthening the organization's financial performance. Work requires current training on and experience with today's management philosophies such as the use of information technology and process improvement tools. Experience with EPIC and PS would be a plus. Work requires a proven leader of people who is able to recruit, develop and mentor a top‑notch financial team capable of supporting future growth. Someone known to have developed a high performance team. PHYSICAL DEMANDS/WORKING CONDITIONS Physical Demands Sitting Talking Working Conditions Office Setting PACT STATEMENT P-Problem Solving: Employees take ownership in solving problems effectively, efficiently, and to the satisfaction of customers, or managers. They show initiative in addressing areas of concern before they become problems. A-Ability, Attitude and Accountability: Employees exhibit ability to perform their job and conduct themselves in a professional and positive manner reflecting a professional environment readily assuming obligations in a dependable and reliable manner. C-Communication, Contribution, and Collaboration: Who are our Customers? Anyone who requests our help, needs our work product, or receives our services. Employees focus on customer service with creative solutions while improving the customer experience through clear, courteous, and timely delivery and communication. Sharing ideas with others helps expand our contribution to department goals. T-Teamwork: Employees work to contribute to the department's success by supporting co‑workers, promoting excellence in work product and customer service, and in maintaining a satisfying, caring environment for each other. Salary Salary Negotiable Security This position is security‑sensitive and subject to Texas Education Code 51.215, which authorizes UT Southwestern to obtain criminal history record information. EEO Statement UT Southwestern Medical Center is committed to an educational and working environment that provides equal opportunity to all members of the University community. As an equal opportunity employer, UT Southwestern prohibits unlawful discrimination, including discrimination on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, gender expression, age, disability, genetic information, citizenship status, or veteran status. #J-18808-Ljbffr
    $103k-182k yearly est. 3d ago
  • Financial Controller - Engineering/Technology Services - High Growth Transformation - Private Equity, 78957

    Truenorth Executive Search, Inc. 4.5company rating

    Treasurer 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.
    $83k-128k yearly est. 1d ago
  • Finance Manager

    G.A. Rogers & Associates 3.8company rating

    Treasurer job in Farmers Branch, TX

    G.A. Rogers & Associates has partnered with a North Dallas construction subcontractor to identify a Finance Leader to join their growing team. Are you an experienced finance professional who values collaborative leadership, autonomy and seeing the impact of your work? This role offers the chance to step into a trusted leadership position within a stable 1B+ organization!! This is a direct hire opportunity with impeccable benefits, competitive compensation and showcases a long-term career path with promotion. How You'll Spend Your Time Become fluent in how operations function day to day - labor, materials, schedules, constraints, and trade-offs. Act as a trusted financial counterpart to leaders who are making real-time decisions. Frame insights in ways that drive action, not debate. Diagnose what's really driving results - not just what shows up in reports. Convert dense financial and operational data into clear priorities. Bring structure to ambiguity and challenge assumptions when the numbers don't line up with reality. Strengthen how costs are tracked, decisions are documented, and dollars are accounted for. Identify where processes leak time, money, or clarity - and fix them. Improve consistency across systems so leaders can trust what they're seeing. Define standards that scale, not workarounds that break. Design indicators that reveal momentum early - good or bad. Connect field activity to financial outcomes in a way that feels obvious once seen. Clarify where profit is earned, where it erodes, and why. Lead planning cycles that actually influence behavior. Build forecasts that adapt as conditions change instead of becoming outdated artifacts. Present forward-looking views that help leaders choose paths, not defend the past. Develop people, not dependencies. Set clear direction, remove friction, and raise the bar without noise. Help others understand how their work fits into something larger. Leave teams and processes stronger than you found them. What You Bring A track record of financial leadership in environments where work is physical, variable, and execution-driven. Experience guiding teams with mixed strengths and backgrounds. Confidence to influence without relying on title. Comfort operating where not everything is finished or documented - and the discipline to improve it. Strong analytical instincts and the technical skill to support them (advanced Excel/Sheets required; modern analytics tools welcome). A bias toward building things that last. Background That Fits 8-10+ years in financial planning, performance management, or operational finance. Exposure to construction, mechanical services, or another project- or labor-driven industry. Direct involvement in improving visibility into cost, margin, and performance.
    $78k-103k yearly est. 19h ago
  • Manager, Financial Planning & Analysis

    Ideal Dental

    Treasurer job in Dallas, TX

    About 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.
    $76k-111k yearly est. Auto-Apply 5d ago
  • Manager Financial Planning and Analysis

    Pennymac 4.7company rating

    Treasurer job in Carrollton, TX

    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. This data-driven role will leverage expertise in local and cloud-based data warehousing solutions, especially Snowflake (or similar tools), to drive insightful financial analysis and build automated modeling, reporting and analysis processes supporting the FP&A function. The Manager Financial Planning and Analysis - Data & Automation Focus will: Snowflake Data Architecture: Design, build, and maintain scalable Snowflake databases for FP&A, ensuring data integrity via modeling and ETL. Predictive Analytics & Insights: Develop tools to assist with the analysis of large datasets to identify trends and anomalies, developing predictive models (forecasting) for strategic planning. FP&A Process Automation: Proactively automate workflows using Snowflake, scripting (Python, SQL), PowerQuery and BI tool integration. Data-Driven Reporting & Analysis: Develop automated BI dashboards and reports for KPI tracking, variance analysis, and actionable insights. Collaborative Data Solutions & Communication: Partner to understand data needs, translate them into analytical solutions, and clearly present findings. What You'll Bring Bachelor's in Finance, Accounting, Economics, Data Science, or a related quantitative field (Master's preferred) Minimum 5-7 years progressive experience with a strong focus on data manipulation and database management with applications for financial modeling and reporting,and automation of reporting and analysis processes Essential proficiency in Snowflake, including hands-on experience with data modeling, SQL, performance tuning, and leveraging its features Advanced proficiency in Microsoft Excel & Google Sheets Experience with Microsoft PowerQuery and scripting languages like Python or SQL for data manipulation and automation is highly desirable Excellent analytical, problem-solving, and critical-thinking skills with strong attention to detail Strong communication and presentation skills, capable of explaining technical concepts to diverse audiences 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
    $75k-130k yearly Auto-Apply 32d ago
  • Senior Manager of Financial Planning & Analysis

    Hana Financial 4.3company rating

    Treasurer job in Irving, TX

    About Hana Group Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction. Our Culture At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement. Why Join Us Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you. Job Description The Senior Manager, FP&A is responsible for financial planning, forecasting, and analysis to support strategic decision making across the organization. This role plays a critical part in evaluating business performance, identifying growth opportunities, and supporting cross functional initiatives in the Pan Asian food industry. In addition to core FP&A responsibilities, this position will collaborate closely with the CFO and Accounting teams to ensure comprehensive financial leadership, compliance, and stakeholder communication. The role requires strong analytical skills, financial acumen, and the ability to influence strategic outcomes. Key Competencies Strong financial planning and analysis capabilities, effective cross-functional collaboration, and solid grounding in accounting, treasury, and internal controls. The employee will provide reliable support to executives and investors through clear communication and well-prepared financial insights, while demonstrating leadership within the finance team to drive alignment, accuracy, and operational excellence. Duties & Responsibilities Partner with FP&A leadership to support annual planning, forecasting, and long-range modeling processes Own and lead specific planning and analysis workstreams as aligned with the CFO and FP&A leadership Develop financial models and scenario analyses to support strategic initiatives, investments, and growth decisions Analyze performance drivers and trends, translating data into actionable insights for leadership Act as a finance partner to Operations, Commercial, and Product teams on business cases, ROI analysis, and performance tracking Support new initiatives and expansion efforts through disciplined financial planning and post launch analysis Collaborate closely with peers to ensure consistent assumptions, metrics, and performance narratives Partner with Accounting leadership to ensure alignment between financial planning, actual results, and reporting Support cash flow visibility, working capital analysis, and capital allocation discussions in partnership with the CFO Contribute to audit readiness, internal controls, and finance process improvements as a collaborative leader Support preparation of financial materials, narratives, and analysis for Board and investor discussions Provide clear insights and data driven perspectives to inform executive decision making Partner with FP&A leadership to ensure consistent and credible financial storytelling Serve as a senior finance leader who models collaboration, transparency, and shared accountability Contribute to the development of FP&A talent, tools, and processes without creating hierarchy or silos Drive continuous improvement through automation, standardization, and best practice sharing This job posting describes the general duties and responsibilities for the position. Other duties as required may be assigned. Qualifications Bachelor's degree in Finance, Economics, or related field MBA preferred 8 plus years of progressive FP&A or corporate finance experience Experience operating as a peer leader within a senior finance team Strong understanding of financial statements, KPIs, and business drivers Advanced proficiency in Excel and Power BI Demonstrated ability to collaborate, influence, and lead through partnership All corporate positions are required to work onsite at the office on Tuesday, Wednesday and Thursday each week. Additional Information Hana Group North America is an Equal Opportunity Employer Salary: $150,000 - $175,000 USD Annually
    $150k-175k yearly 1d ago
  • Sr. Director, Finance - Operations

    Overhead Door Corporation 3.8company rating

    Treasurer job in Lewisville, TX

    The Sr. Director, Finance - Operations is a strategic finance leader and primary business partner to Operations, driving financial performance across eight manufacturing facilities. This role ensures cost discipline, capital effectiveness, and financial rigor while fostering a culture of continuous improvement aligned with the ASD Lean Operating System. The position plays a critical role in linking operational performance to financial outcomes and enabling business transformation. The position reports directly to the SVP, Finance with a dotted line to SVP, Operations & Business Transformation. Location: Lewisville (DFW), TX Reports into: SVP Finance ASD Strategic Finance & Business Partnership * Serve as the lead finance partner to plant and operations leadership, influencing decisions that drive profitability and efficiency. * Translate operational performance metrics (SQDCCP) into actionable financial insights. * Provide timely, data-driven analysis to support strategic and operational decision-making. Cost Management & Continuous Improvement * Lead cost management initiatives and waste elimination programs across all sites. * Establish annual cost-reduction targets, validate savings, and ensure sustainability. * Champion lean principles and financial best practices to support operational excellence. Capital Planning & Investment Governance * Own capital planning and governance for plant operations. * Ensure investments deliver measurable improvements in safety, productivity, quality, and cost efficiency. * Monitor ROI and enforce disciplined capital allocation processes. Financial Planning, Reporting & Controls * Direct budgeting, forecasting, and long-range planning for manufacturing operations. * Ensure GAAP-compliant reporting and robust internal controls. * Identify and mitigate risks impacting margin, cash flow, and working capital. Manufacturing Finance Excellence * Standardize finance processes across all plants to drive consistency and accuracy. * Improve inventory management and working capital performance. * Support ERP/Oracle enhancements and leverage digital tools for analytics and automation. Leadership & Talent Development * Build and develop a high-performing finance team with clear expectations and accountability. * Foster an inclusive, collaborative culture that embraces change and continuous improvement. * Mentor future finance leaders and promote career growth opportunities. Special assignments or tasks assigned to the employee by their supervisor, as determined from time to time at their sole and complete discretion. Required Qualifications * Bachelor's degree in finance or accounting; MBA or CPA strongly preferred. * 10+ years of progressive finance experience, including leadership roles in manufacturing environments. * Proven ability to manage multi-site operations and large teams. * Strong knowledge of GAAP, cost accounting, and operational finance principles. * Expertise in linking operational performance to financial results. * Proficiency in ERP systems (Oracle preferred) and advanced analytics tools. Preferred Qualifications * Experience in global or multi-country manufacturing operations. * Background in digital transformation and automation within finance. * Industry experience in relevant manufacturing sector. Success Measures * Achievement of annual cost-reduction targets. * Margin and cash flow improvement. * Capital ROI attainment. * Inventory turns and working capital optimization. * Accuracy and timeliness of forecasts and reporting. Additional Information * Travel: Up to 30% travel to manufacturing sites. * Location: Office based and located in Lewisville, Texas
    $133k-201k yearly est. Auto-Apply 9d ago
  • Director of Financial Planning & Analysis

    Copart 4.8company rating

    Treasurer job in Dallas, TX

    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
    $122k-154k yearly est. Auto-Apply 1d ago
  • Payments Financial Planning and Analysis

    JPMC

    Treasurer job in Plano, TX

    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;
    $75k-110k yearly est. Auto-Apply 60d+ ago
  • Finance Operations Manager

    2020Companies

    Treasurer job in Southlake, TX

    Job Type: Regular 2020 Companies is now interviewing for a Sales Operations Manager to take ownership of strategic clients and lead a dynamic team, with a strong emphasis on proactive problem resolution and departmental communications. This role will perform a variety of complex activities such as audits, data analysis with financial reconciliation reporting within the Sales Operations department. About the Job The Sales Operations Manager is a strategic corporate partner entrusted to lead and manage a team of operations coordinators and auditors that process, inspect and validate field rep activity; time, mileage, route, sales, and compliance in a high-volume, fast-paced, environment. The ideal candidate has expert level Excel skills to do complete objectives like complex commission calculations, data reconciliation, and creating Excel workbooks for auditing. Salesforce use is heavy and Salesforce admin experience is a plus. Your clients are not only the field leaders, but you will be involved with service and sales to help design new business processes. The ideal candidate has a relevant sales and operations background in professional services, retail, or distributed sales forces, is process and metrics oriented, and can drive performance through leadership and management. Career Opportunity With 2020's rapid growth comes an exciting career path and professional development opportunities. We represent companies throughout the US across multiple industries affording unlimited growth. A typical career path starts here and progresses into client-specific and advanced leadership opportunities as well as growing in your skill set, development and certifications. Your course is limitless! About 2020 Companies For nearly 25 years, 2020 Companies has been the premier outsourced sales and marketing agencies in the US launching and advocating new products and brands, penetrating new consumer segments, and executing sales and marketing strategies. 2020 trains our teams to succeed in any environment and equips them with the best technology and training to be flexible, engaging, and adept at solving problems. What's in it For You? Receive competitive salary paid weekly Work both in-person at corporate office in Southlake, TX, as needed, and remote (after completion of training) Health/Dental/Vision Insurance 401K Program Paid Time Off Paid Holidays Professional and fun environment Paid Sick Leave available in accordance with state/local ordinances Employee Assistance Program Leadership Development Program Job Description: Manage team(s) and oversee day to day operations including, but not limited to, client initiatives, billing, payroll prep, reporting, and client-issue resolution Reconcile and audit client specific billing and invoicing to include billed hours and expenses Preparing, validating and auditing client specific payroll Report generation/analysis of system management reports, to include payroll interface report with payroll system Support billing and invoicing process System set up for new clients and providers Work collaboratively with the client account team to develop account plans and strategies Responsible for assisting with client service issues and timely resolution Work with managers to assist in the development and maintenance of infrastructure for new and existing accounts Provide insight and analysis regarding program performance and identify opportunities for continued improvement Become a liaison between client management team, the ops team and finance, assisting in problem resolution, analysis, team building, etc. Ensure accurate updates of information as requested by sales team in applicable reporting systems Courteously provide problem resolution to internal customers and field associate calls for escalated matters; submit for research when necessary Provide excellent customer service by facilitating and/or providing informal and formal training and feedback to internal customers Compose verbal and/or written correspondence to internal and external customers Perform all other duties as assigned Performance Measurements: Ensure reporting compliance, timeliness and accuracy Ensure execution of all client-specific initiatives meet requirements and deadline Qualifications: Bachelor Degree in Business or Finance OR 5 years of relevant experience in 3PL, Billing Controls, Finance, or Retail Operations Strong Financial Acumen Any similar combination of education and experience Outstanding organizational skills, attention to detail, project management experience, and prioritization of tasks Superior interpersonal skills to work closely with other team members and the client Strong verbal communication and presentation skills Excellent judgment and issue-resolution skills, and the ability to balance multiple demands and changing priorities Advanced/expert working knowledge of Microsoft Office products (Word, Excel, PowerPoint and Outlook) What You Can Expect From 2020 Companies We welcome every voice, and we are committed to building a truly inclusive environment where your differences are not just welcomed, they are celebrated. We are always identifying opportunities to encourage our team to be their authentic selves, while working to provide a best-in-class experience for our employees. Whether that's paid holidays, long-term career pathing options, personal development opportunities or professional stretch assignments, you can expect 2020 Companies to support you. 2020's Commitment We are committed to creating a diverse and inclusive organization and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other dimensions of identity.
    $76k-111k yearly est. Auto-Apply 3d ago
  • Manager-Financial Planning and Analysis

    Who We Are: Bal

    Treasurer job in Richardson, TX

    Who we are: BAL is a team of brilliant people who change lives through elite immigration work and collaborative innovation. We pursue the exceptional in all that we do, but never at the expense of our values. There's no denying our work is demanding, both in volume and pace, but we're up for the challenge. We love the balance of hard work and fun - so, you'll see us in jeans as we shatter glass ceilings and conventional stereotypes. BAL employees feel valued, rewarded, and respected. We seek opportunities to be of service to others and our communities. We are committed to your growth and development and want to set you up for success here at BAL and beyond. Who you are: You are looking for work that has a purpose. You aren't afraid to roll up your sleeves and get stuff done. You learn quickly. You move fast. You embrace challenge and detail as well as creative thinking. You believe you have something unique to contribute and you aren't afraid to raise your hand. You understand that powering human achievement is ultimately about impacting a real person. You are looking for a place to grow and an environment where everyone has a spot and is genuinely welcome. We're better together: A bright, driven person like you and an industry-leading powerhouse like BAL? It's a perfect combination! We truly want to see you succeed here and become an integral part of our mission to provide an experience that makes a positive difference in people's lives. Come be a part of something special, where you can have an impact and be valued just for being you! In addition to competitive pay, a discretionary annual bonus, and a supportive, team-oriented culture, we offer an outstanding benefits package that includes medical, dental, vision, disability, and life insurance, sick time, unlimited vacation, and 401(k) with company match. OVERVIEW: The Manager, Financial Planning & Analysis makes a positive impact on the firm and the finance organization by sustaining high performing planning, reporting, analysis, and decision support - steering the direction of the firm and ensuring we meet our objectives and financial goals. The Manager reports to the CFO and works closely with the Managing Partners and executive leadership. PRIMARY RESPONSIBILITIES: Motivate, inspire, and develop all team members through regular structured feedback and planning. Support team members' achievement of individual goals. Effectively manage staff levels and resources. Recruit, interview, and train new team members. Monitor and evaluate performance and productivity for team and team members. Ensure team compliance with all firm policies and procedures. Lead annual budgets, rolling forecasts, and long-range plans; partner with business leaders to translate strategy into financial models and assumptions. Own monthly financial reporting, analyze variances vs. plan/forecast, and clearly explain drivers, risks, and opportunities to executive leadership. Provide scenario modeling, ROI analysis, and ad-hoc insights to support pricing, investment, headcount, and operational decisions. Build and maintain scalable financial models; ensure accuracy, consistency, and transparency of data across systems and reports. QUALIFICATIONS: Bachelor Degree in Business, Accounting, or Finance or equivalent experience. Minimum of 5 years of experience in a professional service or customer service environment. Strong analytical and problem-solving skills with a high degree of attention to detail. Demonstrated intellectual curiosity and ability to challenge assumptions constructively. High proficiency with accounting and finance tools and concepts, including ERP, FP&A, CPM and reporting systems, as well as MS Excel. Adept at inspiring, influencing, and motivating individuals and groups to achieve results. Results-oriented, able to prioritize, and achieve results through others. Excellent interpersonal skills, including the ability to liaise with global leaders and operational teams and build effective working relationships both internally, and outside of the firm. Excellent planning, organization and writing skills, including an ability to present and persuade others based on analysis of issues Demonstrated, progressive track record of success leading high performing teams. Great customer service attitude and approach. WORKING CONDITIONS: Able to sit and work at a computer keyboard for extended periods of time. Able to stoop, kneel, bend at the waist and reach on a daily basis. Able to perform general office administrative activities: copying, filing, delivering and using the telephone. Able to lift and move up to 25 pounds occasionally. Regular and on-time attendance. Must be able to prioritized, schedule and complete testing required for multiple applications with overlapping schedules. A certain degree of creativity and flexibility is required. Hours may exceed 40 hours per week. Occasional travel by conventional means including aircraft, motor vehicle and the like within the region and to other locations as required. Note: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required and are not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. Berry Appleman & Leiden is an Equal Opportunity Employer. It is the policy of BAL to ensure an equal employment opportunity without discrimination or harassment on the basis of race, color, national origin, religion, gender, gender identity or expression, age, disability, alienage or citizenship status, marital status, creed, genetic predisposition or carrier status, sexual orientation or any other characteristic protected by law. BAL prohibits and will not tolerate any such discrimination or harassment.
    $76k-110k yearly est. 6d ago
  • Senior Finance Operations Manager - Global Innovation and Delivery

    Fluence Energy Inc.

    Treasurer job in Arlington, TX

    Fluence (Nasdaq: FLNC) is a global market leader delivering intelligent energy storage and optimization software for renewables and storage. Our solutions and operational services are helping to create a more resilient grid and unlock the full potential of renewable portfolios. With gigawatts of successful implementations across nearly 50 markets, we are transforming the way we power our world for a more sustainable future. For more information, please visit fluenceenergy.com. Job Description: Position Overview The Senior Finance Operations Manager will serve as a key financial partner to the Energy Storage Project Management and Manufacturing organization. This role drives operational excellence by providing financial leadership across manufacturing, supply chain, new product introductions (NPI), and project cost management. The position requires strong analytical capabilities, exceptional attention to detail, and the ability to collaborate across global and cross-functional teams in a fast-paced environment. Key Responsibilities * Lead financial planning, forecasting, and performance reporting for manufacturing operations, capital projects, and NPI programs. * Partner with program managers, supply chain, and engineering teams to evaluate project costs, assess profitability, and support key business decisions. * Develop and maintain advanced financial models to analyze production costs, margin performance, and scenario forecasts. * Lead month-end close activities related to cost of goods sold (COGS), manufacturing variances, and project cost allocations. * Support strategic planning, budget consolidation, and variance analysis for global energy storage initiatives. * Provide business insights through trend analysis, KPI tracking, and process optimization recommendations. * Ensure data integrity and accuracy in ERP systems such as SAP, NetSuite, or equivalent financial systems. * Collaborate across finance, operations, and supply chain teams across regions, including APAC, requiring flexibility to work outside standard business hours when needed. * Mentor and guide junior finance team members to enhance analytical and operational finance capability. Qualifications * Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred. * Minimum of 15 years of progressive finance experience, with at least 5 years in a senior manager or managerial capacity. * Proven experience supporting manufacturing, supply chain, or energy-related project environments. * Deep understanding of project cost accounting, capital expenditure control, and NPI financial estimation. * Advanced Excel and financial modeling expertise; proficiency with ERP financial systems (NetSuite, SAP, or equivalent). * Strong organizational skills and meticulous attention to detail. * Excellent interpersonal and communication skills with a track record of working effectively across cross-functional and global teams. * Demonstrated ability to work under pressure and manage priorities across multiple stakeholders and time zones. * Must be a strong team player with a proactive and solution-oriented approach. Our Culture At Fluence, our culture is the foundation that drives our ambitious growth strategy and fuels our mission to transform the future of energy. Our core cultural pillars empower us to innovate, collaborate, and lead with purpose, ensuring we continue to deliver unparalleled value to our customers and the world. Unleash Voices We believe every voice matters. We encourage openness, active listening, and decisive action to create a culture where everyone has the opportunity to contribute to our success. We foster an environment where diverse perspectives are heard and valued, driving innovation and progress. Customer Fluent Our customers are at the heart of everything we do. We're committed to delivering exceptional value that exceeds expectations by understanding our customers' needs and adapting swiftly to meet them. Our deep focus on customer satisfaction drives us to continuously improve and innovate. Infinite Impact We are committed to creating the impossible. We push boundaries to deliver sustainable, game-changing solutions that shape a brighter, more energy-efficient future for all. Our team is passionate about making a lasting impact that will resonate for generations to come. All In We are all in for growth. Our teams are relentlessly focused on identifying and seizing opportunities that propel us forward. We embrace an ownership mindset, pushing ourselves and each other to accelerate progress and create lasting success.
    $76k-112k yearly est. 33d ago
  • Fractional CFO - Healthcare Finance & Growth Strategy

    Calpion/Plutus Health

    Treasurer job in Dallas, TX

    A leading healthcare provider in Dallas, TX is seeking an experienced Fractional CFO to provide strategic financial leadership. This role requires a minimum of 10 years in progressive financial positions, with a focus on the healthcare or RCM sectors. Responsibilities include developing financial strategies, managing departments, and ensuring regulatory compliance. Competitive compensation and benefits are offered. #J-18808-Ljbffr
    $98k-184k yearly est. 3d ago

Learn more about treasurer jobs

How much does a treasurer earn in Dallas, TX?

The average treasurer in Dallas, TX earns between $44,000 and $149,000 annually. This compares to the national average treasurer range of $37,000 to $173,000.

Average treasurer salary in Dallas, TX

$81,000
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