Finance Associate Jobs in Fort Worth, TX

StevenDouglas is partnering with a manufacturing client in their search for a Head of Finance 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

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.

80Twenty is a boutique sales recruitment agency that connects high-growth companies with exceptional candidates. Our client, one of the most famous and successful QSR brands in the world is looking for an Associate Finance Manager to provide critical financial support for national and test promotions. This role involves close collaboration with marketing, supply chain, and other cross-functional teams to ensure promotions are executed seamlessly while driving profitability for our franchisees. The Associate Finance Manager will also deliver key insights to inform future initiatives. Key Responsibilities: Profitability Analysis: Evaluate financial performance to ensure national promotions achieve profitability goals for US franchisees. Cross-Functional Support: Partner with marketing, supply chain, and other teams to provide financial guidance and support during the execution of test and national promotions. Performance Insights: Analyze test and national promotion performance, identify key learnings, and report actionable insights to improve future strategies. Growth Opportunity: This role offers valuable opportunities to build expertise while working with a dynamic brand team. Cross-Functional Collaboration: Gain experience working with cross-functional teams to execute impactful test and national promotions. Data-Driven Decision-Making: Develop skills in tracking KPIs, interpreting promotion performance, and effectively communicating results to stakeholders. Financial Acumen: Expand your knowledge of restaurant menu architecture, pricing, food and paper cost management, and promo/supply forecasting.

Our client is seeking a talented and motivated Banking & Finance Associate (Class of 2019 - 2021) to join their esteemed team in Dallas. Their Banking & Finance practice is globally recognized for its market-leading expertise, providing comprehensive legal solutions across leveraged finance, institutional finance, private equity finance, and investment-grade finance. Responsibilities: Advise corporate borrowers, private equity sponsors, and financial institutions on a wide range of financing transactions. Work on complex leveraged acquisition and recapitalization transactions, investment-grade lending, and syndicated lending. Assist in structuring and negotiating cash flow lending, asset-based lending, loan restructurings, and debtor-in-possession financings. Collaborate with our global M&A, Private Equity, and Restructuring teams to provide integrated solutions to clients. Conduct due diligence, draft documentation, and support deal execution across various finance structures. Qualifications: J.D. from a top-tier law school with strong academic credentials. Admission to the Texas Bar or eligibility to waive in. 3-5 years of experience at a major law firm working on sophisticated finance transactions. Strong analytical, drafting, and negotiation skills with the ability to manage multiple transactions. Experience representing lenders, borrowers, and private equity sponsors in financing matters. Ability to work collaboratively in a fast-paced, high-stakes environment. Benefits: Competitive compensation and performance-based bonus structure. Comprehensive health, dental, and vision insurance. 401(k) retirement plan with firm contributions. Professional development and mentorship opportunities. A collaborative and inclusive firm culture that values diversity and innovation. The opportunity to work on some of the most significant deals in the market with top-tier clients and colleagues. How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and business development track record to Louis Rosenthal (******************************) or you can hit apply now.

Need to have experience working in Fusion FInance for minimum 8+ years Modules exp: GL , AP, AR, GL and FA To ensure successful initiation, planning, execution, control and completion of the project by guiding team members on technical aspects, conducting reviews of technical documents and artefacts. Lead project development, production support and maintenance activities. Fill and ensure timesheets are completed, as is the invoicing process, on or before the deadline. Lead the customer interface for the project on an everyday basis, proactively addressing any issues before they are escalated. Create functional and technical specification documents. Track open tickets/ incidents in queue and allocate tickets to resources and ensure that the tickets are closed within the deadlines. Ensure analysts adhere to SLA, / KPIs Ensure that all in the delivery team, including self, are constantly thinking of ways to do things faster, better or in a more economic manner. Lead and ensure project is in compliance with Software Quality Processes and within timelines. Review functional and technical specification documents. Serve as the single point of contact for the team to the project stakeholders. Promote team work, motivate, mentor and develop subordinates. Provide application production support as per process/RACI (Responsible, Accountable, Consulted and Informed) Matrix.

Dallas Fast track to Director Fantastic opportunity to join a high performing manufacturer in the Highly Engineered Products space. This position is responsible for leading and developing a finance team, including Business Unit FP&A Leaders, Plant Controllers, and site finance professionals across multiple sites across the US. The role ensures accurate financial reporting, drives forecasting and budgeting improvements, and leads strategic financial planning. Key responsibilities include: Timely and accurate reporting of business unit financials. Enhancing forecasting, budgeting, and financial planning processes. Partnering with the General Manager (GM) on M&A opportunities, including due diligence for acquisitions. Executing business and strategic plans to drive growth and profitability. Developing strategies to optimize EBITDA and mitigate financial risks. This role requires a strong financial leader with the ability to partner with executive leadership, analyze financial data, and develop strategic initiatives. Additionally, the position demands an effective people leader capable of building and managing high-performing teams. Key Competencies: Strategic Leadership Develops and executes financial strategies aligned with business objectives. Evaluates acquisition targets for financial viability and integration opportunities. Balances short-term performance with long-term strategic growth. Financial Expertise Strong analytical skills in budgeting, P&L management, ROI, EBITDA, and capital allocation. Ability to interpret financial data and drive decision-making through a financial lens. Prioritizes capital investments to maximize returns. People & Talent Development Builds a highly engaged finance organization and fosters a culture of accountability. Coaches and mentors teams to improve financial acumen and drive performance. Leads by example with integrity, clear communication, and a results-driven mindset. Operational & General Management Effectively manages P&L, controls costs, and drives business performance. Works cross-functionally to implement financial best practices across sites. Capable of influencing decisions in a matrixed global environment. Innovation & Process Improvement Champions new ideas and process efficiencies to enhance financial reporting and analytics. Identifies and implements automation and digital finance solutions to reduce administrative burdens. Qualifications: Bachelor's degree in Finance, Accounting, Business, Engineering, or related field (MBA preferred). 10+ years of finance/accounting experience, including 5+ years in a leadership role, preferably in manufacturing. Proven track record of leading finance teams and driving financial performance. Experience in capital investment planning, strategic business planning, and M&A integration. Strong business acumen with the ability to evaluate financial and operational metrics. Willingness to be hands-on while maintaining a strategic leadership approach. This is a high-visibility role with significant impact on financial strategy and business growth. The ideal candidate is a strong leader with deep financial expertise and the ability to drive results in a dynamic global environment. Next Steps Please apply today

Title: Finance Manager Compensation: 110k to 130k Type: Direct Constellation Search Group is looking for a Finance Manager to join our team and play a critical role in shaping our financial operations. Reporting to the VP of Finance, this role is ideal for someone who thrives in a fast-paced, high-growth environment and enjoys building scalable processes from the ground up. Responsibilities: Drive financial reporting & analysis. Own and improve key financial reports, building from scratch and enhancing existing processes. Oversee monthly settlement processes. Manage complex multi-step reconciliations (including cash) for client brands, ensuring accuracy and compliance. Manage financial close. Lead reconciliations, journal entries, variance analysis, and collaborate with cross-functional teams for a smooth close process. Develop financial & operational analyses. Provide data-driven insights to support strategic decision-making. Automation & process optimization. Identify inefficiencies, challenge existing workflows, and contribute to automation initiatives using tools like Airtable, Zapier, and Make. Support budgeting & forecasting. Assist in financial planning while maintaining a strong focus on execution. Cross-functional collaboration. Work closely with Tech, Ops, and Product teams to align finance with business goals. Requirements Strong financial acumen. Experience in accounting, finance, or FP&A, preferably in a high-growth startup. Advanced Excel skills. Proficiency in pivot tables, nested logic formulas, lookup functions, and arrays. Data analytics & automation mindset. Comfort working with large datasets, ETL tools, and a strong desire to streamline processes. Experience with business intelligence tools. Exposure to Power BI, Tableau, or similar platforms. Hands-on ERP experience. Familiarity with NetSuite or similar ERP systems is a plus. Low-code / No-code automation experience. Working knowledge of tools like Airtable, Zapier, or Make preferred. Ability to thrive in ambiguity. Comfortable wearing multiple hats and adapting in a dynamic environment. Creative mindset. Think outside the box and take ownership of problems to design efficient, effective solutions. Strong communicator. Ability to convey complex financial concepts to non-finance stakeholders with clarity and confidence. Benefits:. Medical, Dental & Vision Insurance HSA & FSA options 401k TO & Company Holidays Equal Opportunity Employer: We are deeply committed to building a diverse and inclusive team. We believe that different backgrounds and life experiences make our team better. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.

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.

"Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and/or job placement services, and personalized coaching and mentorship. Year Up United participants also receive an educational stipend. The program combines technical and professional training with access to internships and job placement support through our industry-leading talent placement firm YUPRO Placement. If you receive an internship, it may be at Bank of America, Capital One, JPMorgan Chase, or Salesforce, among many other leading organizations in the Dallas/Fort Worth area. Are you eligible? You can apply to Year Up United if you are: - A high school graduate or GED recipient - Eligible to work in the U.S. - Available Monday-Friday throughout the duration of the program - Highly motivated to learn technical and professional skills - Have not obtained a Bachelorʼs degree - You may be required to answer additional screening questions when applying What will you gain? Professional business and communication skills, interviewing and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. In-depth classes include: - Application Development & Support - Business Fundamentals - Banking & Customer Success - Helpdesk/Desktop Support - Data Analytics - Quality Assurance - Investment Operations - Project Management Support Get the skills and opportunity you need to launch your professional career. 75% of Year Up United graduates are employed and/or enrolled in postsecondary education within 4 months of graduation. Employed graduates earn an average starting salary of fifty-three thousand dollars per year." PandoLogic. Category:General, Location:Dallas, TX-75201

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.

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

Addison Group has partnered with a prominent real-estate firm headquartered in Dallas, TX to find a Financial Analyst. This is an entry-level position, ideal for recent finance graduates looking to launch their careers. is hybrid in Dallas area and pays $60K-70K + bonus. Responsibilities includes: Assist with developing revenue and expense budgets, monthly forecasts financial models and present analytics to support management team Perform forecast and budget variance analysis in conjunction with the entire Finance team 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 required Financial modeling and analysis skills, with advanced Excel and PowerPoint skills. Ability to communicate and cross functionally partner with various other departments. Ability to present to all levels of the organization including senior leadership.

Senior Consultant- Compliance & Risk, Infosys Consulting The Role - What You'll Do We are hiring at all levels including Consultant/ Senior Consultant/ Principal - Compliance & Risk. You will be part of a cross-cultural global team working on a variety of business consulting engagements such as Risk & Finance digital transformation, regulatory change management. You will take up a range of roles in the areas of process consulting, experience design, business analysis, applied AI, tech strategy, program and change management. You will analyze problems and come up with solutions, often creative and out-of-the-box, apply business consulting frameworks and methodologies to address business problems, collaborate with client stakeholders and be responsible for the delivery of business results to clients. You will also lead / contribute to sales pursuits, consulting offerings and internal initiatives, and participate in a variety of Firm building events. Basic Qualifications MUST HAVE Hands-on experience in one or more regulatory requirements/reports - ESMA, FCA, EMIR, MIFID, CFTC, SEC MUST HAVE Knowledge on the Capital Market products MUST HAVE Experience with database, SQL querying and analysis, MongoDB, excel & PowerPoint MUST HAVE 8+ years of experience, either in management consulting or directly at Banks, other Financial Services firms, and FinTechs, in a problem solving/ solution development role in the Compliance, Risk and Finance domains Bachelor's degree or equivalent required IF YOU ARE LACKING ANY OF THE AFOREMENTIONED REQUIREMENTS, YOU WILL NOT BE CONSIDERED FOR THIS ROLE. PLEASE ENSURE THAT THIS EXPERIENCE IS REFLECTED IN YOUR RESUME Preferred Qualifications MBA or equivalent advanced degree Experience working on change initiatives in the Compliance & Risk space Working knowledge of Design Thinking Demonstrate thought leadership, ability to conceptualize and drive new solution / service offerings and take them to market Ability and willingness to work as part of a cross-cultural team including flexibility to support multiple time zones when necessary. The job entails sitting as well as working at a computer for extended periods of time. Should be able to communicate by telephone, email, or face to face. Travel may be required as per the job requirements.

**** Only candidates local to Dallas, TX area will be considered**** We are seeking a Senior Financial Analyst to join our FP&A team at CentersquareDC, responsible for building and maintaining advanced financial models, including 3-statement models and broader corporate financial modeling. The ideal candidate will have 2-5 years of experience in investment banking, corporate banking, or a related field. Seeking a detail-oriented analyst who can independently gather, analyze, and structure data into a clear and actionable format. Key Responsibilities: Develop and maintain financial models for detailed business analysis, including budgets, forecasts, and scenario planning, to support strategic decision-making Analyze financial statements, KPIs, and business drivers provide insights to improve profitability and efficiency Prepare and present financial reports, dashboards, and presentations for senior management and stakeholders Collaborate with cross-functional teams to gather input, validate key financial assumptions, and align financial strategies with business goals using proven best practices from investment banking and consulting Analyze historical and current financial data to identify trends and provide actionable insights, conduct financial modeling and analysis Qualifications & Experience: The ideal candidate should have 2 to 5 years of experience in investment banking, corporate banking, strategy consulting, FP&A, or strategic finance Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA/CFA preferred) Proven ability to independently analyze data, extract actionable insights, and effectively present findings in a clear and meaningful manner Advanced Excel modeling skills, expertise with financial systems and data visualization tools (e.g., Excel, Power BI) Demonstrated expertise in financial modeling with experience across accounting, consulting, investment banking, or private equity Articulate with excellent verbal and written communication skills Proactive and enthusiastic, with an ability to build strong relationships, thrives in fast-paced environments while maintaining professionalism and integrity The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.

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 3 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 ***********

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.

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.

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.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am-5:30pm Monday-Friday; 8:30am-12:30pm Saturday. Work hours will be scheduled during the hours listed. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.