Analyst Jobs in Watauga, TX

Q Investments is interested in immediately hiring a top graduate to join their Private Equity Operations Team as an Operations Analyst to assist with the strategic and financial evaluation of their portfolio companies. You will work directly with the Q partner in charge of Private Equity who is currently the Chairman/CEO of PHI Group. This is an operationally focused role for a PE company and not a transactional private equity role. You will travel with the CEO as part of his Financial Ops/Consulting Team to evaluate operations across the country and globe. If you want a traditional private equity role, please do not apply. This role is for people who want to be a CEO one day. This is a fast track to that position. Compensation: 25% above what you are currently making or any offer you have. $100,000 minimum. $200,000 maximum. Minimum of three year commitment needed. About Q Family Office: Established in 1994, the Q Family Office is an organization that combines a 30-year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation. About PHI Group: Founded in 1949, PHI Group, Inc. is one of the world's leading helicopter services companies. The Company's primary business has been the safe and reliable transportation of personnel to, from, and among offshore platforms for customers engaged in the oil and gas exploration, development, and production industry. Although in recent years PHI has entered several new domestic and international markets, a large portion of its offshore flight operations continue to be concentrated in the Gulf of Mexico, where PHI is a leading provider of such services. Since late 1997, PHI has also provided air medical transportation for hospitals and for emergency service agencies where it operates principally as an independent provider of medical services. In addition, PHI performs helicopter maintenance and repair services, primarily to existing customers that own their own aircraft. As of July 31, 2022, PHI owned or operated 217 aircraft domestically and internationally, 110 of which were dedicated to its Oil and Gas segment and 107 of which were dedicated to its Air Medical segment. Position Description: Provide analytical, forecasting, reporting, and project support to the CEO for the businesses Produce reports, which include key metrics, financial results, and variance analysis Assist in identifying opportunities for performance improvement across the organization Assist in analyzing M&A opportunities and evaluate new lines of business Develop models that help with decision-making Report directly to the Chairman of the Board and CEO, who is also a partner at Q Investments Requirements: Recent graduate with an interest in financial operations and management Highly proficient Excel modeling capabilities Partial VBA experience Excellent academic credentials Travel with the CEO and PE Team required. Successful candidates must possess US employment authorization to work. Must be able to commit to the position for at least three years About Scott McCarty: Mr. McCarty is a partner of Q Investments and has been with Q for over 20 years, starting in 2002. He is currently also the Chairman and CEO of PHI Group, Inc. Prior to leading the private equity and distressed investment groups at Q, he was a portfolio manager. Before joining Q Investments, Mr. McCarty was a captain in the United States Army. Mr. McCarty graduated with a BS from the United States Military Academy at West Point, where he was a Distinguished Cadet and recipient of the General Lee Donne Olvey Award and earned an MBA from Harvard Business School. Mr. McCarty has led several companies through corporate restructuring and has been on the public company boards of Exide Technologies, GulfMark Offshore Inc, Travelport Worldwide Ltd, and Jones Energy Inc., in addition to numerous other private company boards in the technology, environmental, energy and manufacturing sectors.

Preston Hollow Community Capital (PHCC) is seeking a highly motivated, entry-to-junior level analyst/associate to join its investment team based in Dallas, Texas. The investment team focuses on fixed income investments in high yield tax-exempt bonds and is involved in every aspect of the firm's investment process, including origination, evaluation, structuring, and execution. The analyst/associate will assist senior management and members of the investment team, including the following day-to-day responsibilities: Conducting financial analysis and modeling to assist the investment team in the evaluation, structuring, and execution of the firm's investments Preparing internal and external presentations and proposals Directly interfacing with developers, borrowers, and investment banks related to the firm's existing and future investments Writing of investment memorandum for presentation to the firm's investment committee Assisting with ad hoc analysis of the firm's existing portfolio Preston Hollow Community Capital is a market leader in providing specialized impact finance solutions for projects of significant social and economic importance to local communities in the United States. The Company originates, owns, and manages a diversified portfolio of bespoke municipal finance transactions. PHCC has invested over $5.2 billion since its inception across various sectors of the municipal bond market, including real estate, K-12 and higher education, healthcare, infrastructure, hospitality, general government, and economic development. Qualifications: Bachelor's degree in business, finance, or related field Experience using Excel to construct financial models for transactions Excellent written and oral communication skills and the ability to analyze and communicate complex financial transactions in an easily digestible format Comfort interacting and communicating with both internal and external senior management teams Strong organizational and time-management skills, the ability to produce effectively in a fast-paced environment, and resolute attention to detail and accuracy Strong knowledge of financial concepts, real estate, underwriting, and valuation Personal Attributes: Uncompromising personal integrity Intelligent, decisive, and a team player Organized and efficient, able to establish priorities PHCC offers a competitive compensation and benefits package including: Company-paid medical/dental/vision plans 401(k) with employer match Paid vacation based on position and length of service Employer paid long/short term disability and life insurance coverage Please submit resumes to ****************** or apply on LinkedIn NO AGENCIES PLEASE Preston Hollow Community Capital is an EQUAL EMPLOYMENT OPPORTUNITY employer. Candidates are considered for employment without regard to classification protected by applicable federal, state, or local law.

Our client, a top law firm, is looking to hire a New Business Analyst to join their team! Remote options are available. Responsibilities: Collaborate with internal teams, including legal recruiters, human resources, and other relevant staff, to gather necessary information for new business intake and potential conflicts assessments. Conduct conflict checks for new business opportunities, including potential candidates and client matters, and prepare detailed assessments of results. Utilize both internal and external databases to conduct research and support conflict resolution. Assist in identifying and addressing potential conflicts of interest in new business and lateral hiring processes. Generate, analyze, and report on conflict search results, providing insights to relevant stakeholders. Work closely with managers, legal professionals, and support teams to address and resolve conflict-related issues in a timely manner. Communicate with internal stakeholders regarding the status of new business intake, conflict clearances, and resolutions. Provide support on additional tasks related to the resolution and clearance of conflicts of interest. Offer periodic evening and weekend coverage for urgent conflict checks and ad-hoc requests as needed. Qualifications: Bachelor's degree required 3+ years of experience in a law firm or legal environment with a focus on conflict resolution, new business intake, or related areas. Strong understanding of legal and ethical compliance, including risk management rules and conflict of interest analysis. Proficient with conflict management and intake software, such as Intapp Open, and other related tools. Knowledge of Elite 3E or similar systems is a plus. Strong research skills, including experience with online databases such as CapIQ, Lexis/Nexis, and other legal research tools. Comfortable working with and analyzing data, with the ability to present findings clearly. Excellent communication skills, both written and verbal. Strong organizational and time-management skills with the ability to handle multiple projects simultaneously and meet deadlines. The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.

Business Data Analyst with Wealth Management Dallas TX / New Jersey 10 + years of experience Role and Responsibilities:- The candidate will be a detail-oriented strategic thinker with a passion for solving complex problems and building consensus. They must possess an unrelenting problem-solving obsession and a strong desire to make their mark on the organization. They must be as comfortable analyzing and reconciling large amounts of complex data as they are leading high-level meetings and driving deliverables. This is a global role and will require schedule flexibility to accommodate different time zones. Key Responsibilities: The Business Data Analyst will support tactical and strategic projects that align and advance the vision of the Global Trust Business around optimizing the client, employee and control experience The Business Analyst will also get involved in day-to-day ad hoc items that arise and require oversight and leadership. There is a strong emphasis on control and remedial project work Developing individual project artifacts as necessary including Business Requirements Documentation (BRD's), Functional Requirements Documentation (FRD's), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries Support data needs of the business, through understanding of data tables in various applications, developing queries targeted to requirements, and interpret data to confirm delivery of what is needed Understand Regulatory, CPB and Trust Procedural requirements and translate these into technology and process solutions that are simple, yet effective Partner with business leaders to understand their unique needs and processes and how they can be streamlined in a way that enhances controls, create efficiencies and drives business growth Partner with all constituents to ensure consistency of solutions across all trust centers Support strategic initiatives from problem identification through requirements definition and solution implementation. This includes both long-term projects as well as daily ad hoc items that arise Create key management presentations for various audiences that articulate our strategic initiatives and accomplishments Technical skills requirements: Business Data Analysis with Wealth Management experience (10+ years). Strong in AWS and SQL queries and Python. WM Domain knowledge required: Prime broker-dealer business, alternative investments, retirement funds, portfolio management Experience working with ledger book tools like Beta, and Fund Master would be a plus. Trade placing and execution on behalf of clients. Tools like Client worksheet balance, which advisors use to execute trades on behalf of the clients Client portfolio construction, Client portfolio rebalancing as per market conditions, etc.

We Are Hiring…..Asset Management Analyst! Come be part of our growing Team! Presidium is a leading multifamily real estate investment and management firm specializing in the acquisition, development, and management of residential communities. The Asset Management Analyst is responsible for supporting the Asset Management in overseeing a portfolio of assets with a focus on formulating and executing asset management strategies to achieve optimal asset performance. The individual works closely with all members of the Asset Management team, including senior executives, and in close collaboration with the company's Development and Capital Markets divisions. Key Responsibilities Financial modeling support for asset management, development and acquisition decisions. Develop, present, and help execute comprehensive management and optimization strategies for each asset. Monitor cash flow, distributions and returns. Work in partnership with the acquisition and operations teams to maximize performance of the portfolio. Create strategies and communicate recommendations to maximize total return for each asset and increase property values over time; coordinate and execute successful asset dispositions and re-financings. Ensure adherence to budgets and business plans and effectively communicate changes to Management for approval. Modify business plan strategies as needed based on operating results and changing fund/investor objectives. Successfully partner with internal and third-party property management teams, including working with Property Managers, Regional Managers, leasing staff and marketing personnel. Perform asset-level valuation reviews and hold-sell analysis as needed, including gathering market data, reviewing property performance and measuring each asset against its budgets and goals. Other projects/duties as assigned. Qualifications Bachelor in Real Estate, Business, Economics or related field with a strong record of academic achievement. Master's Degree preferred. 1-2 years relevant experience asset management, debt and/or equity investment experience. Relevant internship experience will be considered. Excellent critical reasoning, quantitative, and analytical skills demonstrated by work experience and academic record. Excel financial modeling including the ability to create original financial models including sensitivities for asset level, fund level, and entity level investments with multi-tier cash flow waterfalls. Ability to present and communicate complex analyses clearly and concisely. Ability to thrive and maintain acute attention to detail in a fast-paced, deadline-driven work environment Ability to independently learn and quickly establish working proficiency with complex quantitative concepts. Familiarity with joint venture agreements and loan document negotiation preferred. Proficiency with Yardi and Entrata is a plus. Benefits 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Vision insurance EOE

Selby Jennings has been retained to find an asset management/acquisitions analyst or associate for a $3bn AUM Commercial Real Estate Firm here in Dallas. This individual will be focused on the firms residential assets so having experience within those asset classes will set you apart. This team you will join is lean in nature, allowing ample opportunity to move up and through the firm. Qualifications: 2 - 3 years in residential real estate private equity or RE investment banking Strong GPA, ranking/mid-year reviews from a top university Strong underwriting, due diligence and modeling abilities (experience preferred from an institutional sized organization) Very strong communication skills Ability to multi-task, prioritize, and work in a fast-paced environment under tight deadlines Very strong financial modeling experience Strong interpersonal skills, and ability to build relationships and work with professionals around the organization

Job Title: IT Business Analyst Duration: 12 months initial contract with extension for longer term The IT Business Senior Analyst is position responsible for liaising between business users and technologists to exchange information in a concise, logical and understandable way in coordination with the Technology team. The overall objective of this role is to contribute to continuous iterative exploration and investigation of business performance and other measures to gain insight and drive business planning. Responsibilities: Formulate and define systems scope and objectives for complex projects and foster communication between business leaders and IT Consult with users and clients to solve complex system issues/problems through in-depth evaluation of business processes, systems and industry standards and recommends solutions Support system change processes from requirements through implementation and provide input based on analysis of information Consult with business clients to determine system functional specifications and provides user and operational support Identify and communicate risks and impacts, considering business implications of the application of technology to the current business environment Act as advisor or coach to new or lower level analysts and work as a team to achieve business objectives, performing other duties and functions as assigned Has the ability to operate with a limited level of direct supervision. Can exercise independence of judgement and autonomy. Acts as SME to senior stakeholders and /or other team members. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 9+ years of relevant experience Experience in data analysis with intermediate/advanced Microsoft Office Suite skills Proven interpersonal, data analysis, diplomatic, management and prioritization skills Consistently demonstrate clear and concise written and verbal communication Proven ability to manage multiple activities and build/develop working relationships Proven self-motivation to take initiative and master new tasks quickly Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically with attention to detail Education: Bachelor's degree/University degree or equivalent experience

The Corporate Strategy Analyst - CEO's Office will play a critical role in supporting high-impact strategic initiatives, deal analysis, and market intelligence for a leading healthcare solutions company. This position requires a strong analytical mindset, financial modeling expertise, and a deep understanding of the healthcare sector. The Analyst will work closely with the CEO's office to evaluate new business opportunities, conduct secondary market research, and assess the cost-benefit dynamics of strategic projects. The ideal candidate will be highly skilled in financial modeling, data-driven decision-making, and cross-functional collaboration. This role offers an exciting opportunity to shape business strategy and drive impactful decisions at the highest level of the organization. Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). 3+ years of experience in business analysis, investment banking, consulting, or corporate strategy, preferably in the healthcare sector. Expertise in financial modeling, valuation, and data analytics. Strong understanding of the healthcare industry, including payer-provider dynamics, regulations, and emerging trends.

Ready to take on a new role that you can make your own and have the opportunity of making significant investment into the team? Keen on becoming part of a growing team , where there are a lot of investment opportunities coming in? Interested in joining a Crayon subsidiary that offers great growth opportunities and holds a dominant share of the market? Practical Information: Location: Dallas, US| Reports to: VP Finance | Team Size: 10+ |Work Arrangement: Hybrid | Visa Requirements: Valid working visa for the US| Language Requirements: English, written and verbal Join Crayon US as our Pricing Analyst, where you will be responsible for analyzing and developing pricing strategies to optimize Crayon's profitability while staying competitive in the market. You will gather and analyze data, monitor industry trends, and evaluate the effectiveness of pricing policies. Your insights will help us make data-driven decisions on setting and adjusting prices for products or services. Other responsibilities will include: Collect and analyze data on costs, competitors, and customer preferences to determine optimal pricing strategies. This may involve working with historical sales data, market research, and financial metrics Conduct research on industry trends, economic conditions, and competitor pricing to understand market conditions and demand elasticity, as well as prepare reports with insights on pricing performance, adjustments, and forecast Develop pricing models based on different factors such as target profit margins, demand forecasts, and pricing sensitivity analysis Work closely with marketing, sales, finance, and product development teams to ensure pricing aligns with company objectives, brand positioning, and profitability goals Continuously monitor product performance and market conditions to adjust prices in response to changing conditions, seasonal demand, or promotional strategies. Your Competencies: Proficient in data analysis tools and familiar with financial modelling and forecasting Basic understanding of economics, finance, and marketing principles Excel background Previous experience with pricing or background in mathematics would be a plus About You: Your exceptional analytical skills, combined with a natural ability to solve problems, will allow you to benchmark our services in the market You leverage your excellent communication skills to present data-driven recommendations to relevant stakeholders You are a proactive individual with a can-do attitude and professional behaviour What's on offer? Flexible PTO 401K Opportunity to work in a hybrid or remote environment Healthcare At Crayon, we are deeply committed to fostering a culture of diversity, equity, inclusion, and belonging (DEIB). We believe that diversity in all its forms strengthens our team and enhances innovation and effectiveness. We welcome applications from individuals of all backgrounds, regardless of race, colour, age, origin, religion, sexual orientation, gender (identity), genetic information, neurodiversity, disability, or any other basis protected by local laws and regulations. When filling vacancies, we prioritize equally qualified candidates who bring diverse backgrounds and experiences, helping to enrich our team dynamics and foster a vibrant, inclusive work environment. If you require any assistance or reasonable accommodation during the application process, please let us know. Apply to join an award-winning employer!

Looking for a Sr Costpoint Admin, someone with 5+ years experience to work under someone with 20+ years experience. The client is rolling out Costpoint to all aspects of their business. They currently have finance covered and now want to include everything from timesheet management , planning and contracts etc. The right candidate will be a Costpoint SME and be a super user. Someone with the functional capabilities to be able to understand where and why issues might be occurring and have the know how to fix them. The Sr Admin should know CognosBI and SQL. This person should know processes, procedures and best practices. Some UAT and support would be helpful. The initial roll out will cover 1500 employees and 3 more locations, Ohio, Canada and Houston with Finance already in Dallas. The role will be based onsite in Dallas.

💼 $90,000-$110,000 + Bonus Potential 📍 Hybrid schedule (3 in-office / 2 remote) A privately held national real estate organization is seeking a Senior Financial Systems Analyst to join their growing team at HQ in Dallas. This role is a unique opportunity for a data-savvy finance professional to work directly with executive leadership and serve as the bridge between finance and technology. This company is well-established, entrepreneurial, and values initiative, innovation, and a collaborative mindset. You'll have the chance to drive impact, work on cross-functional projects, and help build financial tools that improve data visibility across the organization. 🧩 What You'll Do: Partner with IT to build and enhance financial dashboards, reporting tools, and data systems. Analyze and interpret data trends across markets and business lines, with a focus on receivables and key performance metrics. Present findings and recommendations to senior leadership, including the CFO and CEO. Identify inefficiencies in current reporting or data management workflows - and propose solutions. Support financial planning with accurate, digestible reporting and KPI tracking. Leverage (or learn quickly) Salesforce to access, clean, and present financial data. 🛠️ What You Bring: Bachelor's degree in Accounting, Finance, MIS, or related field. Strong understanding of financial reporting, data analysis, and KPIs. Comfort working alongside technical teams to bring reporting ideas to life. Proven experience compiling financial data and creating executive-ready reports. Experience with Salesforce is preferred - or an eagerness to learn and utilize it effectively. A natural problem-solver and self-starter who thrives in environments with autonomy. 🌟 Why This Role Is Exciting: High-impact seat - you'll work directly with C-level leadership. Hybrid work flexibility in a supportive, fast-paced environment. Real career growth opportunities into leadership. You'll shape the way the company views and uses its financial data. For immediate consideration please send an updated resume to ************************************

A leading company in the North American fueling infrastructure industry, offering comprehensive turn-key solutions for distribution, construction, and service needs, is seeking a dynamic and experienced Senior Financial Systems Analyst. This company serves a diverse clientele, including retail fueling stations, commercial and government fleets, and emergency power customers. The Financial Planning & Analysis (FP&A) team is looking for a Senior Financial Systems Analyst with proven expertise in managing Vena, a leading Financial Planning & Analysis tool. This role will be pivotal in designing and implementing innovative solutions to drive financial performance and operational efficiency within the organization, while discovering new reporting and analytics to present to internal partners. Core Responsibilities of the Job: Project Owner/Solutions Architect: Lead the design and development of Vena solutions that align with business requirements and strategic objectives. Act as the subject matter expert on Vena functionalities and capabilities. Stakeholder Collaboration: Work closely with key stakeholders across Finance, IT, HR, and Operations to gather requirements, define solutions, and drive alignment on Vena implementation strategies. Proactively identify new functionality and projects within Vena. Model Design and Optimization: Design, build, and optimize Vena models to support complex financial planning processes, including budgeting, forecasting, scenario analysis, and profitability modeling. Data Integration and Governance: Establish robust data integration processes to ensure seamless data flows between Vena and other financial systems while maintaining data integrity and governance standards. Performance Tuning and Scalability: Optimize Vena performance and scalability by implementing best practices in model architecture, calculation logic, and data management techniques. User Training and Enablement: Provide comprehensive training and support to end-users, empowering them to leverage Vena effectively for decision-making, analysis, and reporting. Continuous Improvement: Stay updated on Vena updates, industry trends, and emerging technologies to identify opportunities for process improvements, enhancements, and innovation. Qualities and Skills Desired: Internal Partner: Establishes and maintains effective relationships with peers and management, gaining trust and respect. Integrity and Trust: Known for presenting facts truthfully, keeping confidences, and admitting mistakes. Adaptable: Learns quickly when facing new challenges and adjusts easily to changing environments. Relationship-builder: Strong team player with excellent interpersonal skills, encouraging collaboration across teams. Perseverance: Demonstrates drive, energy, and determination to complete tasks. Self-motivated: Actively seeks self-improvement and continuous growth. Reliable: Dependable and able to champion ideas independently when necessary. Technical Learner: Quickly learns new skills and knowledge across industries, companies, and technologies. Strategic Thinker: Strong ability to think strategically and communicate effectively. Requirements: BS/BA in Finance, Accounting, Statistics, or Business Administration from an accredited institution. Minimum of 5 years of relevant experience. Expertise in Vena model building with at least 4 years of experience, including process design, integration, optimization, formula creation, report building, and dashboard development. Experience with Vena's Power BI integration. Expert-level proficiency with Microsoft Excel, including VLOOKUP's, index/match formulas, pivot tables, and power pivot. Ability to handle large data sets. Deep understanding of financial concepts and FP&A processes, with the ability to translate business requirements into Vena solutions. Strong analytical and problem-solving skills with attention to detail and a focus on data-driven decision-making. Excellent communication, presentation, and interpersonal skills, with the ability to engage and influence stakeholders at all levels. Proven ability to lead cross-functional teams, manage multiple priorities, and complete projects within defined timelines. Experience in consulting or leading projects is a plus. Experience in financial responsibilities, particularly FP&A, is advantageous. Must meet the company's employment requirements, including passing a drug screen, criminal background check, and MVR, if applicable.

The Expertise & Skills You Bring 3+ years of business or systems analysis experience (within financial services industry preferred) Derivative Trade Processing and Collateral Management domain expertise from a business and/or technology Experience with Calypso Configuration & CATT tool Experience in defining clear and concise requirements for and providing support for Financial applications Experience with JIRA, Postman, Excel, SQL, and Microservices based applications preferred Ability to understand the technology and software architecture of an application Strong analysis skills, with a proven track record of delivery of sophisticated technology projects Bachelor's degree or equivalent experience in either Computer Science, Management Information Systems, Business Information Systems, Mathematics or Finance related field Good interpersonal, relationship management and facilitation skills. You are a strong contributor with a dynamic work style Ability to establish and maintain positive relationships with business partners and technology Confident with having trade off conversations with business partners A consistent track record of excellent written and verbal communication skills with business and technical team members across the organization

The Fay Group originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, investors, and clients nationwide. Fay handles a wide range of mortgage loan solutions for prospective homeowners with varying credit histories and also offers to refinance for existing mortgages. Reporting to the SVP, Data Science, this position supports the data science team in developing and implementing statistical models that use machine learning, time-series analysis, Monte-Carlo simulations, and reinforcement learning techniques. The position will assist in analyzing large datasets to uncover patterns, trends, and insights to inform decision-making across the organization. This role is responsible for data mining, predictive modeling, and statistical analysis to help solve complex business problems and improve operational efficiencies. Additionally, the Data Science Analyst collaborates with internal departments and stakeholders to ensure data science and analytics initiatives are integrated with other business processes. What you will do for Fay: Assist in the collection, cleaning, and preprocessing of datasets Conduct basic to intermediate statistical analysis and data mining Create initial drafts of data visualizations and dashboards Contribute to data science projects by performing tasks such as data gathering, feature engineering, and initial model prototyping Support the development of predictive models and machine learning algorithms Partner with Senior Data Science Analyst to ensure project deliverables are met Maintain documentation of data processes, models, and findings Communicate effectively with technical and non-technical stakeholders, including senior management, to ensure that data science and analytics insights are understood and acted upon Collaborate with other departments to ensure that data science and analytics initiatives are integrated with other business processes Assist the data science team in preparing presentations and reports for stakeholders Develop domain knowledge of Fay's business to include an understanding of organizational objectives Maintain broad influence through ongoing development of relationships across the organization Ensure compliance with Fay's policies, processes, and practices. Successfully complete all department and company-required training Model Fay's Values, Operating Principles, ethical standards, professionalism and code of conduct Perform other duties and responsibilities as assigned What you will bring to Fay: Bachelor's degree in Computer Science, Statistics, Mathematics, or related field required 2+ years' experience in data analysis, research, or related field required A basic understanding of machine learning concepts and algorithms required Strong working knowledge of relevant programming languages, tools, and technologies (e.g., Python, R, Hadoop, Spark, etc.) required Certifications in data science or analytics preferred Experience in the financial services or mortgage industry preferred Ability to analyze and interpret data to identify opportunities and propose solutions Strong analytical skills coupled with sound judgment Strong problem-solving skills; ability to develop creative solutions to complex business problems. Strong communication and collaboration skills; ability to work effectively with technical and non-technical stakeholders Strong verbal and written communication skills Strong project management skills Strong attention to detail; strong compliance orientation; high quality of work product Ability to prioritize; effective time management Strong interpersonal skills Collaborative work style; high team-orientation Open to change; agile; high learning agility Self-directed; ability to proactively ask questions and surface issues/ concerns Professional maturity, integrity, ability to maintain confidential data and information Strong business acumen; strong fiscal and technical aptitude Strong skills in MS Word, Excel, and PowerPoint Equity and Inclusion are embedded into our way of working at Fay. We believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included and is presented with equal opportunities to be successful here at Fay. We are proud to be an equal opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information go to ********************* E-Verify is a registered trademark of the U.S. Department of Homeland Security.

VRGL continues to expand our Operations Team to support clients on the VRGL application. This team heavily collaborates with both the Product team and the Client Experience team, ensuring outstanding service to all VRGL clients. Lead manual statement extraction efforts for non-traditional statement types using AI technologies Directly support VRGL's largest enterprise client relationships Work with engineers and data scientists to develop tools to support operations and client success Partner with clients to creatively solve problems and grow our feature set Test and leverage cutting-edge AI text extraction solutions and provide feedback to senior management on their viability Identify trends and inefficiencies and continually bring suggestions to management for improvement Coordinate with the client-facing support team on prioritization and client messaging Position Requirements Bachelor's degree (or relevant experience) in a quantitative field, e.g. information systems, business, finance, engineering or accounting Experience interpreting financial statements or the private wealth space Experience leveraging Microsoft Excel Ability to work independently and an eagerness to support team members Extremely detail-oriented with strong communication and organization skills Growth mindset and ambitious work ethic Ability to join the team in our Dallas HQ two days a week About VRGL VRGL is a high-growth software and data analytics company serving the wealth management industry. Its products and services revolutionize the way RIAs and wealth managers attract and grow revenue through client acquisition by quantitatively assessing a client's current investment portfolio with where it could be if they transitioned to a new wealth management organization. This immediate transparency allows financial advisors, wealth managers and anyone with brokerage and custodial statements to instantly extract data and quantify what a change means to them. Through VRGL's “5 Pillars,” a financial advisor can quickly help a prospective client identify the advantage of a switch. No more steak dinners and golf outings over years to develop a relationship, go straight to the heart of why they are talking to you. Value Add. VRGL is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: VRGL does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service or other non-merit factor.

Who we are: - At CitiusTech, we constantly strive to solve the industry's greatest challenges with technology, creativity, and agility. With over 8,500 healthcare technology professionals worldwide, CitiusTech powers healthcare digital innovation, business transformation, and industry-wide convergence for over 140 organizations through next-generation technologies, solutions, and products. We aim to accelerate the transition to a human-first, sustainable, and digital healthcare ecosystem with the world's leading Healthcare and life sciences organizations and our partners. Here is an opportunity for you to make a difference and collaborate with global leaders to shape the future of healthcare and positively impact human lives. Our vision: - To inspire new possibilities for the health ecosystem with technology and human ingenuity. What is in it for you? We are seeking a highly motivated and detail-oriented System/Product Analyst to join our team. You will play a crucial role in analyzing, documenting, and improving our enterprise application, hosted on a cloud platform (e.g., AWS, Azure, GCP), utilizing a relational database (e.g., PostgreSQL, MySQL, SQL Server) and integrated with various enterprise healthcare applications. This role will also involve significant participation in data migration activities, encompassing both SQL and NoSQL data structures. Responsibilities: • Requirements Gathering and Analysis: o Collaborate with stakeholders (product managers, developers, QA, end-users) to gather and document business and functional requirements. o Analyze existing systems and processes to identify gaps, inefficiencies, and opportunities for improvement. o Translate business requirements into clear and concise technical specifications, user stories, and use cases. • System and Product Documentation: o Create and maintain comprehensive system documentation, including functional specifications, data flow diagrams, process flows, and user manuals. o Document API specifications and integration points with other enterprise healthcare applications. o Maintain data dictionaries and data models for relational and NoSQL databases. • Data Migration Support: o Participate in data migration planning, execution, and validation activities. o Must have experience in creating data mapping and data dictionary. o should understand entity relationship for data integrity. o Experience in API integrations and defining JSON structure would be an added advantage • Cloud Platform and Database Management: o Gain a strong understanding of the cloud platform architecture and its components. o Understand relational database concepts and SQL. o Gain an understanding of NoSQL database concepts and query languages. • Integration and Interoperability: o Analyze and document integration points between the enterprise application and other healthcare systems (e.g., EHR/EMR, PACS, LIS). o Ensure compliance with healthcare interoperability standards (e.g., HL7, FHIR). o Creating HL7 | FHIR mapping and conformance documentation. • Testing and Quality Assurance: o Participate in system and user acceptance testing (UAT). • Communication and Collaboration: o Communicate effectively participate in data migration planning, execution, and validation activities. o Must have experience in creating data mapping and data dictionary. o should understand entity relationship for data integrity. o Experience in API integrations and defining JSON structure would be an added advantage • Cloud Platform and Database Management: o Gain a strong understanding of the cloud platform architecture and its components. o Understand relational database concepts and SQL. o Gain an understanding of NoSQL database concepts and query languages. • Integration and Interoperability: o Analyze and document integration points between the enterprise application and other healthcare systems (e.g., EHR/EMR, PACS, LIS). o Ensure compliance with healthcare interoperability standards (e.g., HL7, FHIR). o Creating HL7 | FHIR mapping and conformance documentation. • Communication and Collaboration: o Communicate effectively with technical and non-technical stakeholders. o Collaborate with cross-functional teams to ensure successful project delivery. o Provide regular status updates and reports Qualifications: • Bachelor's degree in Computer Science, Information Systems, or a related field. • Proven experience as a System/Product Analyst or Business Analyst in a software development environment. • Strong understanding of software development lifecycle (SDLC) methodologies. • Experience with cloud platforms (AWS, Azure, GCP) and relational databases (PostgreSQL, MySQL, SQL Server). • Experience with SQL and data analysis. • Familiarity with NoSQL databases (e.g., MongoDB, Cassandra) is a plus. • Experience with data migration projects is highly desirable. • Knowledge of healthcare interoperability standards (HL7, FHIR) is a plus. • Excellent analytical, problem-solving, and communication skills. • Ability to work independently and as part of a team. • Strong documentation skills. Preferred Qualifications: • Experience in the healthcare industry. • Knowledge of agile methodologies. • Experience with API development and integration. • Experience with Data warehousing and Business Intelligence tools. Experience: - 7 - 10 Years experience Location (Onsite from Day 1) : - Fort Worth, Tx Educational Qualifications: - Engineering Degree - BE/ME/BTech/MTech/BSc/MSc. Technical certification in multiple technologies is desirable. Life at CitiusTech We focus on building highly motivated engineering teams and thought leaders with an entrepreneurial mindset, centered on our core values of Passion, Respect, Openness, Unity, and Depth (PROUD) of knowledge. Our success lies in creating a fun, transparent, non-hierarchical, diverse work culture that focuses on continuous learning and work-life balance. Rated by our employees as the ‘Great Place to Work for' according to the Great Place to Work survey. We offer you a comprehensive set of benefits to ensure that you have a long and rewarding career with us. Our EVP Be You Be Awesome is our EVP and it reflects our continuing efforts to create CitiusTech as a great place to work where our employees can thrive, both personally and professionally. It encompasses the unique benefits and opportunities we offer to support your growth, well-being, and success throughout your journey with us and beyond. Together with our clients, we are solving some of the greatest healthcare challenges and positively impacting human lives. Welcome to the world of Faster Growth, Higher Learning, and Stronger Impact. Join CitiusTech. Be You. Be Awesome. To learn more about CitiusTech, visit ******************

We are seeking a highly motivated and detail-oriented Financial Analyst to join our Finance team. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and the ability to communicate complex financial information effectively. Reporting directly to the Director of Financial Planning & Analysis, you will play a crucial role in delivering risk-balanced forecasts based on comprehensive data analysis. Furthermore, you will be responsible for creating relevant financial reports that support executive management in making informed decisions. Out of state candidates will not be considered for this position. Candidates who will require sponsorship now or in the future will not be considered for this role. Primary Responsibilities: Financial Analysis Conduct in-depth financial analysis, including variance analysis, financial modeling, and forecasting, to support strategic decision-making. Analyze financial performance metrics and provide insights to drive improvements. Collaborate with cross-functional teams to gather data and insights for financial analysis. Identify trends, risks, and opportunities in financial data and provide recommendations. Assist with preparing financial reports & presentations for management and stakeholders. Assist in budgeting, planning, and forecasting processes. Coordinate monthly commentary process with the Finance team. Support ad-hoc financial projects and initiatives as needed. Accounting Management: Assist with day-to-day accounting operations, ensuring the accuracy and integrity of financial transactions and records. Ensure compliance with accounting principles, standards, and regulatory requirements. Manage and optimize the company's financial systems and processes, identifying opportunities for automation and efficiency improvements. Qualifications and Skills: Bachelor's degree in finance, Accounting, Economics, or related field. 2+ years of experience in financial analysis or related role. Strong proficiency in Microsoft Excel and financial modeling. Excellent analytical, problem-solving, and critical thinking skills. Ability to work independently and collaboratively in a fast-paced environment. Strong attention to detail and accuracy. Excellent communication and presentation skills. Experience with NetSuite & Vena a plus. Beauty and/or Retail industry experience a plus CPA certification and/or public accounting experience a plus. Competencies: INTERPERSONAL SKILLS - This role demonstrates the ability to understand relationship-orientated aspects of social effectiveness and to operate successfully in a variety of social exchanges. PRUDENCE - This position must demonstrate a willingness to see the perspective of others and an inherent respect for divergent opinions. COMPETENCE - The incumbent should demonstrate proficiency in their area of expertise. DECISION MAKING - This role will be required to display the ability to make good decisions and / or lead a sound decision-making process. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Employees are regularly required to talk or hear Employees are frequently required to stand, walk, and use hands and arms to reach for items and / or materials. Employees are occasionally required to lift office products and supplies, up to 20 pounds. Travel and Hours: This position is a full-time, salaried/exempt position. Hybrid work schedule with 3 days in office: Tuesday, Wednesday & Thursday each week. Travel is not required for this role. Legally able to work in the United States WITHOUT sponsorship EEO Statement: It is Company policy to provide equal opportunity in employment, development and advancement for all qualified persons without regard to age (40 and over), ancestry, sex/gender (including gender identity, gender expression, pregnancy, childbirth and related medical conditions), color, marital status, registered domestic partner status, medical condition, genetic characteristics/information, national origin, physical or mental disability, race, religion (including religious dress and grooming practices), sexual orientation, military and veteran status, or any other classification protected by applicable law.

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals. As a Financial Advisor, you'll have the opportunity to: Build lasting relationships with clients and guide them through critical financial decisions. Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth. Unlock unlimited career and income potential with a clear path for advancement. Enjoy a flexible work schedule while making a positive impact. Company sponsored licensing and continued professional development. Is this the career move for you? If you're ambitious, coachable, and driven by a desire to help others, we want to connect. No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed. Take control of your future while making a meaningful difference in the lives of individuals who value financial stability. is something like this what you are thinking I AI'd it and then tweaked it some on my own (I feel like JDs and job postings and call summaries are the best use of AI in our field)

The Financial Analyst is a key member of the Financial and Operations department. This position plays a key role in the overall financial and operations goals by assisting with financial report building and maintenance, including CFM and Blackbaud reports. This position will act as the lead person for all Blackbaud security updates and account access needs. It is also responsible for supplying grant data, depositing checks, reviewing, and recording credit card transactions to the GL, assisting with annual financial audits, general accounting, and attending finance and endowment committee meetings. This position will also act as a backup for payroll processing. This position reports to the Chief Financial Officer. This role will have a hybrid work schedule, with the option to work remotely Monday and Friday and required to work on-site Tuesday through Thursday. This position is full-time, eligible for full benefits. It is an exempt position, not eligible for overtime. HOW TO APPLY Please submit resume and cover letter via email to ******************************* with Financial Analyst in the subject line. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for Blackbaud administration • Responsible for analyzing financial data and providing forecasting support. • Assisting with financial report building and maintenance • Responsible for supplying grant data. • Responsible for reviewing and recording credit card transactions to the GL. • Responsible for remote check depositing • Attending & note taking for the finance and endowment committee meetings. • Backup for payroll processing • Assisting with general accounting and with annual financial audits • Perform work in a manner that is consistent with DTC's Mission, Vision, and Values. • Be an active participant in DTC's work towards equity, diversity and inclusion and becoming an anti-racist organization. • Must be available on some nights and weekends, as needed. • Other duties as needed or assigned. SKILLS AND KNOWLEDGE REQUIREMENTS • Excellent verbal and written communication skills. • Outstanding organizational skills, attention to details and ability to multitask. • General accounting skills, including accounting principles, standards, and techniques. • Calculating budgets and cost/variance analysis. • Intermediate knowledge of accounting programs • Exceptional analytical, critical thinking, trouble shooting and problem-solving skills. • Exhibits appropriate sense of urgency and ability to work well with customers of all demeanors. • Demonstrated track record of working effectively within a collaborative and cohesive team-based environment. • Capability to handle variety of time-critical situations and identify prioritization. • Self-starter with ability to work well independently and in groups. • Demonstrated commitment to equity, diversity, and inclusion. • An appreciator of theater and an advocate for its value for the community. EDUCATION AND EXPERIENCE REQUIRED • Bachelor's degree in finance, accounting, or related field • Minimum of five years of relevant experience • Advanced knowledge of Microsoft Office including Excel • Experience with Blackbaud is a plus.