Finance Advisor Jobs in Bedford, TX

As business owners, Financial Representatives at Northwestern Mutual- Fort Worth help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Representative, you have the opportunity to: 1. Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. 2. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. 3. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. 4. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits · Performance-based earnings and revenue ( average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years ) · Additional income structure to support training and early development · Renewal income earned for continued client support and policy management · Bonus programs and expense allowances · Support for insurance licensing, SIE, Series 6, Series 63, CFP , and more · NM-Funded Retirement Package and Pension Plan · Competitive and comprehensive medical, vision, and dental plans · Life Insurance and Disability Income Insurance · Parental benefits at every stage of family planning You could be right for this opportunity if you have: · 4-year degree; or equivalent professional work experience · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · Legal authorization to work in the US without sponsorship About Us: For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual: · Fortune 500 company (2023) · Forbes' Best Employers for Diversity (2018-2021) · Top 10 US Independent Broker-Dealers 2 · #1 Amongst Life Insurers Most Admired Companies 3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets · Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) · $257 billion retail investment client assets held or managed by Northwestern Mutual 4 Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. 1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023

Cresset is an award-winning, independent, multi-family office, and private investment firm. Cresset's goal is to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer deeply personalized wealth management, investment advisory, and family office services through Cresset Asset Management, an SEC-registered investment advisor that has surpassed $50 billion in assets under management. The firm is widely recognized for its excellence and is frequently ranked as a Barron's and Forbes top RIA firm. Job Description Cresset is seeking an Associate, Wealth Advisor (AWA) to join our wealth management team. The AWA provides comprehensive support to high-net-worth clients by working closely with experienced Wealth Advisors. A successful candidate will be entrepreneurial, able to operate both independently and collaboratively, and must be comfortable supporting relationships and projects with limited direction. This role is ideal for those who wish to develop client advisory skills under the guidance and mentorship of an experienced Wealth Advisory team. Key Responsibilities Client Relationships Proactively support the Wealth Advisor (WA) by providing excellent client service and maintaining a high level of client satisfaction Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations Prepare client meeting materials; may attend client and / or prospect meetings Manage completion of deliverables from start to finish with the Client Associate and/or various internal and external parties as needed Financial Planning Assist experienced Advisors in the production and maintenance of net worth statements, financial plans, cash flow projections, and wealth forecasting models Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed Learn and understand current wealth planning trends, legislative developments, and techniques; partner with the Wealth Advisor to enhance client planning Portfolio Management Review client portfolios and assist Advisors with the development, presentation, and implementation of investment recommendations to clients, including portfolio construction, proposals, rebalancing, phase-in planning, and quarterly performance reviews Assist with the implementation of client portfolio trades, including execution, margin maintenance, and settlement Operations Coordinate with the internal team to ensure tasks and requests are handled, including new client onboarding, account maintenance, new investments, redemptions, transfers, and money movement requests Document client notes, investment changes, and activities in Salesforce Review clients' quarterly performance reports and collaborate with Reporting to identify and resolve issues Education and Experience Bachelor's Degree required; preference given to MBA, CFA , or CFP professionals or those on track to earn any of these designations Previous work / internship experience in financial services required; 2+ years' experience preferred Series 65 license required; unlicensed candidates required to obtain the license within 120 calendar days of employment Skills and Abilities Highest ethical standards with willingness to learn and comply with SEC and other company required rules and regulations Initiative, problem solving ability, adaptability, and flexibility Effective speaking and presentation ability Excellent writing proficiency and communication skills Strong numerical aptitude Outstanding organizational skills and the ability to prioritize and balance multiple projects simultaneously Ability to work independently over time with limited guidance Coachable with the ability to work in a team environment and independently when necessary Learning and development mindset and drive for continuous improvement Personal commitment to continuing education for professional development and growth Proficient with Microsoft Office suite; knowledge of Salesforce, Addepar, and custodial platforms is a plus What We Offer: At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Cresset offers a competitive compensation package including an annual incentive and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset. Equal Employment Opportunity It is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know and understand you - and help you discover what greater fulfillment you can find - for your clients and for yourself. We're here to help you grow your business, be your strategic resource and provide you with the tools, products and platform to deliver an outstanding client experience. Together, we help you achieve your goals through: Our open-architecture platform for client solutions Our broker/dealer powered by one of the world's largest broker/dealers LPL* Our elite benefits and wealth-building programs Our competitive payouts Our operation and compliance infrastructure support *LPL Financial, member FINRA, SIPC, is the clearing broker-dealer for Equitable Advisors, LLC and they are not affiliated. We know that making a move is a big decision. So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible. At a glance* More than 2.8 million clients More than $220 billion assets under management More than 4,300 financial professionals More than 190 Elite Advisor Group firms 80 branch offices * Source: ************************************************************* Securities offered through Equitable Advisors, LLC (NY, NY ***************, member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. Equitable Advisors is an equal opportunity employer M/F/D/V GE-7002701.1(9/24)(Exp.9/26)

StevenDouglas is partnering with a manufacturing client in their search for a Head of Business Transformation. This is a long term consulting engagement that will be working on-site 100% in Grapevine. Responsibilities: Report to the CEO and CFO and will work closely with the leadership team to position the company for profitable growth, cash generation and value creation Contribute to the strategic discussions and will lead the project management, business excellence, planning, modeling and reporting activities for the organization Focused on initiating and executing projects for 3 categories: Revenue Improvement (volume and pricing), Cost Reduction (contract labor, evaluating vendor costs), Cash Generation (receivables, reducing concessions and discounts) Ensure effective business and financial analysis are in place Position the company to best achieve its 2025 budget Requirements: Bachelor degree in Accounting, Finance or relevant field 7-10+ years of progressive experience Strong project management and business/financial transformation experience FP&A and Operational finance experience - driving value creation, working closely with operations PE experience is a plus Advanced proficiency in MS Excel, experience developing project tracking models

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. A Successful Financial Representative Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Effective Communicators Natural Networkers Results-driven Resilient Collaborative If this sounds like you, we encourage you to explore the possibilities, and apply today! From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.

Summit House Capital is an SEC-registered investment advisor based in Dallas, TX. The firm was founded in 2019 and pursues an opportunistic investment strategy primarily focused on credit investments within a stressed or event-driven context. Role Description We are looking for a mid-to-senior-level Investment Analyst to join our team. This hire will support all facets of the fundamental underwriting and execution of the firm's investment strategy. This will include financial analysis, modeling, industry research, building and maintaining a robust professional network, idea generation, monitoring markets, and making recommendations to the firm's investment committee regarding buying/selling. Qualifications Exemplary track record of academic success Strong analytical and quantitative skills High attention to detail Excellent communication and teamwork abilities Candidates should have a minimum of five years of professional experience (two years of investment banking, trading, or consulting and three years of buy-side, ideally PE and/or distressed/special situations) Compensation Competitive base salary (experience appropriate) Annual cash bonus based on individual and team success Carry participation (points allocated based on individual performance) Benefits (health insurance, dental, 401k, etc.)

My client, a ~$1.5bn AUM investment management firm is looking to add a Senior Investment Analyst to their team. The Investment Analyst will be responsible for conducting in-depth research, performing financial analysis, and making investment recommendations to support our portfolio management team. Key Responsibilities: Conduct comprehensive research and analysis of convertible securities, including bonds, preferred stocks, and other hybrid instruments. Evaluate financial statements, industry reports, and market trends to identify investment opportunities and risks. Prepare detailed investment reports and presentations for portfolio managers and clients. Collaborate with portfolio managers to develop and implement investment strategies. Monitor and analyze the performance of existing investments and provide recommendations for adjustments. Stay current with regulatory changes and industry developments affecting convertible securities. Participate in meetings with company management and industry professionals to gather insights and information. Qualifications: 5+ years of experience in Investment Management Bachelor's degree in Finance, Economics, Accounting, or a related field. Strong analytical and quantitative skills, with the ability to interpret complex financial data. Excellent written and verbal communication skills. Proficiency in investment analysis software and tools. Ability to work independently and as part of a team in a fast-paced environment. Strong attention to detail and a commitment to accuracy and excellence.

About the Firm Regan Capital is an SEC-Registered Investment Advisor, with a successful track record spanning over 13 years managing fixed income, credit, and structured finance strategies for its predominantly institutional client base. Regan is continuing to expand its team located in Dallas. TX. We're seeking at least one recent graduate to join our operations and finance team. Regan currently manages over $2 billion in assets across a 40-Act Mutual Fund, an Exchange Traded Fund, Private Placement Funds, and Separately Managed Accounts. Clients include Institutional Investors such as Endowments, Foundations, High Net Worth and Family offices. Regan intends to grow the business in the next five years to manage $10+ billion in assets. If you are ambitious, results-orientated and seeking an opportunity to join a high caliber team of professionals on this exciting journey, we would like to hear from you. For more information on Regan Capital, please visit our website: ********************* About the Job Regan Capital is seeking candidates to assist in the Operations and Finance area of our Investment Management business. This is not a portfolio management or investment analyst role and is unlikely to lead to one. Candidates seeking positions such as those need not apply. The ideal candidate will be a self-starter, willing to learn, adaptable to take on differing tasks, a team player and interested in developing their career on the Operations and Finance side of the Alternative Asset Management Industry. The position provides an opportunity to gain exposure and hands-on experience within different areas of the organization (specifically operations, finance / accounting, business management, marketing and sales). The candidate will have exposure to senior members of the organization and have the opportunity to learn from a team of accomplished professionals. For the right candidate, this position will lead to developing a career in any of following functions: · Investment Management Operations (COO) · Business Administration / Finance (CFO) Job Duties - Assist in the trading process by helping to maintain Regan's portfolio management system and order management system. - Responsible for investigating and clearing any trade settlement breaks. - Complete ad hoc projects as required by the firm's COO and investment team. - Support the investment team with any information necessary to make investment decisions. - On hand support to assist the investment team with queries that arise and resolving day to day issues encountered by the firm. - Assist operations team with daily responsibilities including reconciliations of cash and open positions with external parties and across internal systems, clearing settlement breaks, and other necessary tasks. - Assist the Finance team as needed with daily P&L, NAV production, and monthly reporting. Qualifications/Requirements - Strong interest in the operations and finance side of the investment management business. - Desire to grow a career in the operations and finance side of the business, not the investment side. - Bachelor's degree with GPA of 3.5 or higher - 0-2 years' industry experience (Investment Management, Banking, Wealth Management). - Self-starter, highly efficient and motivated. - Strong work ethic. - Ability to multi-task and work in a fast-paced environment. - Accuracy and attention to detail. - Resides in Dallas or must be willing to relocate. - Fully eligible to work in the United States without assistance from the firm.

This is a Direct Hire Opportunity with our client in Addison, TX! This position will be responsible for analyzing financial data, preparing reports, and providing strategic insights to senior leadership. Key Responsibilities: The Senior Financial Analyst will play a crucial role in supporting financial planning, analysis, and business decision-making. This position will be responsible for analyzing financial data, preparing reports, and providing strategic insights to senior leadership. Conduct financial analysis and modeling to support business decisions and strategic initiatives. Develop and maintain financial reports, dashboards, and key performance indicators (KPIs) using advanced Excel, PowerPoint, and reporting tools such as Power BI. Collaborate with cross-functional teams to analyze financial performance, trends, and variances to provide insights and recommendations. Lead divisional budgeting, forecasting, and long-range financial planning efforts, ensuring alignment with company objectives and providing valuable insights to senior leadership for informed decision-making. Provide financial guidance and recommendations to management, helping drive operational efficiency and profitability. Work closely with branch locations to ensure consistency and accuracy in financial reporting and analysis. Utilize financial systems such as Power BI, Adaptive, and Workday to extract and analyze data effectively. Manage multiple priorities effectively while meeting tight deadlines in a fast-paced environment. Develop and maintain advanced & complex financial models to assess financial performance, profitability, and growth opportunities for key stakeholders/company. These models may include but are not limited to budgeting, forecasting, scenario analysis, valuation, and branch modeling (new/relocations). Build strong relationships with Divisional Leaders to become a dependable and strategic finance partner. Qualifications Bachelor's degree in Finance, Accounting, or a related discipline required. Minimum 3-5 years of relevant work experience in a company preferably with more than $1B in revenue. Experience in distribution or multi-unit retail preferred but not required. Strong communication skills (interpersonal, written, and verbal). Must be a self-starter who can work well in various situations (from well-defined to unstructured) and proactively explain financial results using historical data and lead indicators. Ability to interact at all levels in the organization, including support center teams, branch locations, and Mid to Senior level leadership. Experience working under pressure in a fast-paced work environment while consistently meeting productivity and quality standards. Advanced computer skills using a variety of software, including Microsoft Excel and PowerPoint, for reporting, analysis, and presentations. Previous experience with Power BI, Adaptive, and Workday preferred. Ability to manage competing priorities effectively. Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ********************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act Los Angeles City Fair Chance Ordinance Los Angeles County Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance

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)

This is an EXCELLENT opportunity for a recent graduate student who is interested in pursuing their career in finance. GPA 3.5+ is required. The Bolton Group is partnering with a large private equity company headquartered downtown Fort Worth to look for a committed Financial Operational Analyst. Our client provides strong upward career growth working alongside high performing team members and outstanding leadership vision from its executive team. Company sponsored lunches, dinners, happy hours, concerts, and sporting events are all included! Compensation, bonus and excellent retirement are a big part of the offer. The Financial Operation Analyst will be responsible for forecasting, reporting, and analyzing to support the business. The position will assist in analyzing M&A opportunities and evaluate new lines of business. This is a 100% onsite position with flexible hours. 50% travel is required both domestically and internationally. Pay: 100K Qualifications: Recent graduate with an interest in financial operations and management GPA 3.5+ Highly proficient Excel modeling capabilities Partial VBA and SQL experience is highly preferred Ability to travel 50% domestically and internationally Must be able to commit to the position for at least two years

We are looking to fill a Financial Analyst with a progressive and fast-growing consumer services company in Dallas. This position will work directly with finance and operations leadership on all Financial Planning & Analysis activities. They will wear many different hats to support the business as they continue to grow. The Financial Analyst is responsible for ad-hoc analysis, budgeting, forecasting, monthly financial reporting & analysis, trend analysis and key performance indicators. This is a hybrid position and is in office 2 days a week. This role pays 90K-95K+Bonus. Responsibilities includes: Assist with developing financial models and present analytics to support management team Conduct various industry and market analyses Manage financial and operational ad-hoc reporting and analysis Prepare and review financial variances between Actual/Budget/Forecast financial results Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts Requirements: Bachelors in Finance or business related degree 2-4 years of FP&A experience; preferably in medium sized to large company and high growth environment Advanced Excel skills and large ERP experience Hyperion experience is a big plus Demonstrated capability delivering financial reporting models to various stakeholders Excellent interpersonal and communication skills to effectively work with all levels within the Company, and the ability to explain financial concepts to non-finance personnel Strong analytical and problem-solving abilities, including drawing connections between operational drivers and financial results If you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions please email Rami Muhanna at ******************** or visit our website at ***********

Vaco Boston has partnered with our client to hire a Junior Financial Analyst to join their team! Where: Frisco, TX (hybrid) $24/hour Immediate need Responsibilities: Analyze financial data to identify trends and variances Prepare budgets and financial plans Conduct cost-benefit analysis for potential investments Ensure compliance with laws, regulations, and company policies Assist with reporting and reconciliation Process financial transactions Keep track of time and money spent Requirements: Degree in Finance, Accounting, or related field Strong Excel skillset

Mackenzie Stuart are currently partnered with a leading Healthcare Asset Management and Investments company who are looking for talented Financial Analysts to join their FP&A team. Key Responsibilities: Conduct financial analysis and modelling to support investment decisions. Monitor and report on financial performance metrics and variances. Assist in the preparation of budget forecasts and financial reports. Analyse market trends and industry developments. Collaborate with cross-functional teams to evaluate business opportunities. Prepare presentations and reports for internal stakeholders. Job Requirements: Proven experience as a Financial Analyst Strong proficiency in financial modelling and data analysis tools. Excellent analytical and problem-solving skills. Ability to communicate complex financial information clearly. Qualifications: Bachelor's degree in Finance, Accounting, or related field. 2+ years of experience in an Analyst position (Investment Banking experience preferred) CFA Certification is preferred, but not required Proficiency in Microsoft Excel and financial software. Why Join Us? Competitive salary and benefits package. Opportunities for professional growth and development. A collaborative and inclusive work environment. This role presents an exceptional opportunity for hungry and aspirational individuals who are looking to advance their finance careers rapidly. If you have a passion for Financial Analysis and thrive in a growing, forward-thinking environment, we encourage you to apply. Due to the high volume of applications, if you have not heard back within 14 days, please assume your application has been unsuccessful.

Work Schedule: Hybrid- 4days on site, 1day WFH **Fluent Korean and English bilingual requirement (the resource will be communicating daily with headquarters) ** Years of Experience and Education: 1) Bachelor's Degree 2) 3+ years experience Top Three Skills: Analytics, Problem-solving, Communication PURPOSE OF POSITION: To manage a responsible department budget. The Associate is responsible for understanding financial operations and processes. Also responsible for analyzing and reviewing responsible departments' financial status through Micro and Macro level to assess monetary efficiency. This position will work with internal parties for monthly and annual forecasting and closing. Duties & Responsibilities • Manage budget for responsible department • Responsible for month and year forecasting and closing • Monitor financial trends and expenditures • Maintain Forecasting accuracy by analyzing variance • Analyzing expenses by time frame for the department • Manage Department budget and review projects with ROI/cost comparison • Review and update workflow based on updated company policy on the system • Prepare ad-hoc report assigned by leadership and HQ • Manage/update investment module for Mobile Division investment plan REQUIRED KNOWLEDGE, EDUCATION AND/OR EXPERIENCE: • Bachelor's degree in accounting or related • 4+ years job related experience • Must have finance or accounting or business planning experience utilizing ERP system Experience in SAP a plus • Strong understanding of financial statement and analytical skills • Bilingual in Korean required (read, write, speak) • Must have Microsoft Office Suite of PC software applications experience with moderate Excel spreadsheet preparation skills • The ability to prioritize multiple and simultaneous projects, issues and activities. • Manage tasks, time and allocate resources effectively • Ability to communicate in writing, and orally, financial data to others. • Ability to independently or as a team member achieve personal and team goals and complete assignments within well-established policies and administrative procedures

Essential Function The Merchandise Financial Planner is a strategic partner to Merchants and Planning & Allocation in planning and forecasting financial metrics to support category strategies driving sales, margin, and inventory efficiency. Responsible for multiple categories within the company. “At Sally Beauty Holdings, we find beauty in diversity. Our inclusivity and self-expression are what fuel our innovation and growth. You are welcome here, and you can thrive here. We find beauty in YOU. Join us.” Primary Duties Planning and forecasting the future sales, inventory, and profits to meet budgetary requirements at the category level. Determine the supporting inventory levels and open to buy. Support the merchandise planning teams and leaders with strong understanding of the budget cycle of spend and reduce risk by striking a balance between hitting financial goals and meeting merchandise strategy goals. Work strategically with merchandising, supply chain, and finance to translate vendor commitments, supply chain capacity, store and WH inventory levels, into plans that achieve the sales expectation. Translate long range corporate plans and high-level approach to setting and sales, margin, and inventory as it relates to merchandise financial strategy into category/department financial strategy. Knowledge, Skills and Abilities College degree (BA or BS) preferred 5+ years' experience in merchandising planning, analytics planning, or finance, with experience in managing a budget for sales, margin, and inventory Retail or consumer goods industry experience preferred Advanced Excel skills, experience working with large datasets and scenario modeling Excellent analytical skillset with attention to detail Strong organizational skills including prioritizing, scheduling, time management, and meeting deadlines Able to prepare and present category forecasts and financial findings to business partners, communicating market dynamics, retail trends, and the impact to category strategy Competencies / Attributes Ability to plan, forecast, and make informed decisions based on financial data and analysis Excellent communication skills, verbal and written Exceptional math ability Drives cross functional partnerships with merchandise and planning & allocation teams #LI-hybrid Working Conditions /Physical Requirements The work is sedentary. Typically, the employee may sit comfortably to do the work. However, there may be some walking; standing; bending; carrying of light items such as papers, files, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work. The work environment involves everyday risks or discomforts which require normal safety precautions typical of such places as offices, meeting and training rooms, libraries, and residences or commercial vehicles, e.g., use of safe work practices with office equipment, avoidance of trips and falls, observance of fire regulations and traffic signals, etc. The work area is adequately lighted, heated, and ventilated. We offer a competitive salary and outstanding benefits package that includes medical, dental, vision, life Insurance, paid vacation and sick days, paid holidays, tuition reimbursement and 401(k) with company match. In addition, associates of SBH may take advantage of our in house salon with complementary services and a varied selection of food options at our corporate campus. Also, featured at our corporate campus, is both a Sally Beauty and CosmoProf Professional onsite store, where associates enjoy a great merchandise discount!

Job Description: Assist the Surgical Sales Force and Finance in the development, negotiation, execution and administration of complex financing instruments related to all capital equipment (Cataract, Vit) sales and placements and Generic ASC rebate agreement preparation, calculation & payment. This includes in-depth portfolio analysis and results interpretation to make appropriate recommendations. Assist Surgical Sales Force in the timely and accurate negotiation and preparation of various financing contracts. Ensure pricing is within guidelines and that contracts have been reviewed and have the appropriate level of approval prior to execution. As appropriate, consult with Legal, IT, Finance, and Sales management regarding contract language and interpretation. Management of contract awards including products, pricing, and contract communication to appropriate departments. Correctly set up contracts in the appropriate systems to ensure the accurate calculation of payments and any related compliance targets. Enter and administer contract information accurately into various spreadsheets for future analysis and tracking. Manage per procedure contracts to maintain appropriate levels of compliance, working with sales representatives and recommending options when necessary. Make suggestions for changes in processes to automate, make more accurate or efficient. Accurate and timely preparation of Generic ASC rebate agreements at approved levels and the subsequent administration of awarded contracts with accurate compliance calculations and communications to the sales representatives along with appropriate recommendations for payment. Analyze, track and report on the financial performance of all the above contracts to Contract Administrator Lead and Director of Commercial Contracts. Perform in- depth analysis of account performance and evaluate compliance reports. Execute remediation plan accordingly. Provide general guidance to and assist in the training of less experienced team members. -2-4 years business experience, with some Finance background and sales contract experience preferred -Execellent written and spoken communication skills, attention to detail, problem resolution, workload prioritization -SAP & Salesforce experience preferred

DETAILS: Financial Analyst - Warehouse / Inventory Title: Financial Analyst Compensation: (D.O.E) + Bonus + Benefits Day 1 OVERVIEW: Financial Analyst - Warehouse / Inventory We are searching for an experienced financial analyst. This person ideally will have experience dealing with B2B businesses that have large warehouses and large amounts of inventory distributed to numerous locations and clients in the retail or quick service industries. This person will manage financial information for multiple organizations. Develop integrated revenue/expense analyses, projections, reports, and presentations. Create and analyze monthly, quarterly, and annual reports and ensure financial information has been reported accurately. Identifies trends and developments in competitive environments and presents findings to senior management. Performs financial forecasting. RESPONSIBILITIES: Financial Analyst - Warehouse / Inventory Utilizes reporting tools to gather, analyze, and interpret data for upper management. Develops integrated revenue/expense analyses, projections, reports, and presentations. Works closely with Information Systems personnel on Business intelligence projects. Creates and analyzes monthly, quarterly, and annual reports and ensures accuracy. Compiles weekly and monthly operational statistics reports and performance metrics. Assists with Key Performance Indicator development, productivity analysis and business reviews. Reliable attendance a must. Special projects and other duties as assigned. Requires occasional travel including to international locations. MINIMUM REQUIREMENTS: Financial Analyst - Warehouse / Inventory Bachelors Degree 2-4+ years of related experience as a Financial Analyst Strong Computer Skills- Financial Software, Word Processing, Database, Excel Spreadsheets Economics and Accounting - Knowledge of economic and accounting principles and practices, and analysis and reporting of financial data. PREFERRED REQUIREMENTS: Financial Analyst - Warehouse / Inventory High Language Skills - Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Very High Reasoning Ability - Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. Very High Math Skills - Ability to apply advanced mathematical concepts such as exponents, logarithms, quadratic equations, and permutations.