Finance Associate Jobs in Friendswood, TX

Our client is a national leader in the broker-dealer space, known for their investment in employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Licensed Financial Consultants in the Houston, TX area. In this role, you will be forging and deepening relationships with clients to help them navigate the retirement planning process by implementing solutions and strategies. No longer spending countless days and evenings cold calling and sourcing new clients, you will work with established clients deepening relationships and working through complex financial plans. This client invests in their employees and offers a world-class environment to work in. They have received numerous awards for employee satisfaction, being one of the best broker dealers in the space and the list goes on. While this role can have some hybrid options depending on the branch location, all candidates MUST live in the Houston, TX area. Responsibilities Leads the management of client cases and quarterbacking all tasks to completion Lead prospective client meetings, gather data, deepen relationships, present firm's value offering and close new business Prepare comprehensive financial plans, reports and client presentations Implement financial plans and investment strategies Understand the emotional aspects of finances and counsel clients appropriately The Skills You Need: As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Experience with growing and developing a book of business. Extensive knowledge of investment products enables you to guide clients through various options with clarity and confidence. Experience with high volume of client appointments. Team player with the ability to collaborate with multiple business partners. Strong sense of integrity, insights, and interpersonal skills. Required Licensing and Experience FINRA Series 7 & 66 or (series 65/63) CFP preferred 3-5 years of experience in financial planning Experience with High-Net-Worth clients and managing a book of business (book of business does not need to be transferable). MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Account Manager- Houston, TX The Account Manager will support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to driving business growth within the existing client base. Key Responsibilities: Support the management of ongoing relationships with Investors as led by a senior member of the Team. Conduct a high volume of outreach, including calling and emailing, to grow existing accounts. Lead solution discovery engagements to understand clients' requirements, pain points, objectives, and priorities. Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute account growth. Success as an Account Manager will be measured by your: Ability to effectively provide service and expertise to the firm's Partner base Capacity to work within and acrossteams to bring success to all membersof the firm Requirements: Required knowledge of alternative investments and the broader financial services industry. A bachelor's degree or equivalent experience is required. Minimum of 5+ years of experience growing relationships. Excellent verbal and written communication skills, including the ability to speak publicly to groups. Participation in industry-facing business development and marketing efforts. Houston- based; this position is on-site. Compensation and Benefits: Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio

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.

Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors 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, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-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: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 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.

Piper Maddox have been engaged on a search with a renewable energy investment firm that invest in clean energy tax credit projects. They are backed by an established private equity firm that has a track record since the 1990s focusing primarily on energy companies supported by a management team with a multi-decade track record of executing similar types of tax equity investments. The company is going through rapid growth, with the goal to deploy $1billion in investments in the next 18 months. This company has a small fast-paced start-up culture, providing the perfect platform for driven individuals to grow and develop. They are looking for multiple headcount to build out the business - Analyst Associate Manager VP You will be heavily focused on tax equity modelling and you will need to build and run very detailed and complex structuring and pricing exercises with multiple variables. This is an in-office role based in Houston, TX. They offer a strong compensation package with up to 50% bonus plus other benefits. If you are interested, please apply now!

Job DescriptionUnder immediate direction, provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Follow the established policies in accordance with the bank and the supervisor's direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations * Receive cash and checks for deposit, verify amounts, and look for check endorsements * Examine cash carefully to guard against acceptance of counterfeit checks and identification * Enter transactions into computer and issue customer receipts * Sell and prepare money orders, cashiers checks, bank-to-bank wires, savings bonds, travelers' checks and certificates of deposit * Process western union wires and cash advances * Cross-sell bank services and products * Provide bank services to a diverse customer base, including a large Spanish speaking population * Approval limits will be based upon level of authority * Perform other tasks requested by supervisors as they relate to the bank and its functions Environmental and Physical Requirements: * Required to stand or walk for extended periods of time dependent upon branch location * Ability to work in a high volume, stressful and noisy environment * Operate a computer and other office machinery * Ability to lift up to 25 lbs FCBI is an equal opportunity employer.

About the Role: We are seeking a highly skilled Investment & Finance Specialist to drive financial strategy, investment decisions, and stakeholder engagement in energy transition projects. This role is crucial for evaluating market trends, regulatory policies, and investment opportunities, ensuring financial sustainability and strategic growth. The ideal candidate has a strong finance and investment background, deep knowledge of energy markets and policies, and a proven track record in M&A, financial structuring, and external partnerships. Key Responsibilities: ✅ Lead investment analysis, financial modeling, and risk assessments for energy transition projects. ✅ Identify business opportunities by evaluating market trends, government policies, and incentive structures. ✅ Develop and manage relationships with investors, financial institutions, and strategic partners. ✅ Support M&A, joint ventures, and funding strategies for new projects. ✅ Conduct economic and regulatory impact assessments to guide corporate strategy. ✅ Engage with policymakers, industry associations, and key stakeholders to align business interests. ✅ Prepare and present financial reports, investment recommendations, and strategic insights to senior management. Qualifications & Experience: 📌 5+ years of experience in investment analysis, financial structuring, and business strategy. 📌 Strong background in corporate finance, M&A, and capital investment projects. 📌 Expertise in energy transition markets, policies, and regulatory frameworks. 📌 Proven ability to manage external partnerships and stakeholder relations. 📌 Experience working with government agencies, policymakers, and industry groups (preferred). 📌 Exceptional communication, negotiation, and analytical skills. 📌 Bachelor's degree in Finance, Economics, Business, or a related field (MBA preferred). Why Join Us? 🌍 Impact: Play a key role in advancing sustainable energy investments. 🤝 Strategic Influence: Work closely with investors, policymakers, and corporate leaders. 📈 Growth Opportunities: Be part of a fast-evolving industry with strong career progression.

The Senior Financial Analyst will oversee financial models of the company, perform return analyses for assets and corporate transactions, conduct economic research studies and prepare presentations for internal and board level audiences. Essential Duties and Responsibilities: Build and maintain corporate financial model by assisting in budgeting, variance analysis, and strategic planning processes Actively manage analysis of potential commercial, asset and/or corporate level transactions by managing models, data rooms, CIMs, etc. Conduct financial analysis, forecasting, and modeling to provide insights for decision-making Collaborate with various departments to analyze financial data and performance Utilize systems and tools for data extraction, manipulation, and analysis Create presentations and other communication materials for senior management and the board of directors Knowledge and Skills: Strong working knowledge of corporate finance and financial modeling. Advanced Microsoft Excel and PowerPoint user with a good working knowledge of Word. Education and Basic Requirements: Bachelor's degree in relevant field required 3+ years of related experience (Investment Banking experience a plus) Proficiency in financial concepts Strong strategic planning abilities Ability to analyze and interpret data, identify issues/opportunities and implement solutions Ability to work across disciplines to resolve issues Understanding of corporate finance principles and practices Ability to create data visualizations for reporting purposes Demonstrate financial acumen for decision support Salary Range: $120,000 - $150,000 + bonus SE# 510723027

Summary: The Senior Financial Analyst will support strategic decision-making through financial planning and analysis, requiring strong collaboration skills and the ability to work across diverse teams. Responsibilities: Analyze and synthesize complex financial data for strategic insights. Develop and maintain financial models and strategic plans. Provide advanced financial analysis using Excel and SQL. Collaborate with cross-functional teams and present findings to leadership. Utilize Microsoft Dynamics F&O and Power BI for enhanced reporting. Navigate and guide through business ambiguity and change. Qualifications: Bachelor's degree in accounting, finance, or related field. 5+ years of experience in financial planning and analysis. Expertise in financial data analysis and strategic planning. Advanced Excel skills; SQL and Power BI experience preferred. Strong organizational, collaboration, and presentation skills. Ability to influence decisions and provide strategic recommendations.

Reporting to the Operations Finance Director, the Senior Financial Operations Analyst will play a critical role in analyzing and optimizing the financial and operational performance of the organization. This position involves leveraging financial data, industry insights, and operational metrics to guide decision-making and drive business results. The ideal candidate is highly analytical, detail-oriented, and capable of bridging the gap between finance and operations in the fast-paced industrial services environment. Key Responsibilities Financial Analysis & Reporting • Analyze financial performance, including revenue, costs, margins, and profitability, across various service lines and projects. • Prepare detailed financial reports, dashboards, and presentations for senior management, highlighting key trends and insights. • Conduct variance analysis, identifying root causes of discrepancies and recommending corrective actions. Operational Support • Collaborate with operations teams to track and analyze key performance indicators (KPIs), ensuring alignment with financial goals. • Provide financial modeling and decision support for operational initiatives, including pricing strategies, project profitability, and cost efficiency. • Monitor and evaluate the financial impact of operational processes and recommend improvements to enhance efficiency and reduce costs. Budgeting & Forecasting • Lead the development of annual budgets and periodic forecasts in collaboration with finance and operations teams. • Support scenario planning and sensitivity analysis to evaluate potential business outcomes. • Track financial results against budgets/forecasts, providing actionable recommendations to stakeholders. • Identify opportunities for process enhancements in financial and operational workflows. • Partner with teams to implement best practices in data collection, reporting, and analysis. • Develop and maintain financial models and tools to streamline reporting and decision-making processes. Risk Management & Compliance • Ensure compliance with internal controls, corporate policies, and industry regulations. • Support audits by providing accurate and timely financial data and insights. • Evaluate financial risks associated with operational activities and propose mitigation strategies. Qualifications Education & Experience • Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or MBA preferred). • 5+ years of experience in financial analysis, operations analysis, or a similar role, preferably in the industrial services, construction or manufacturing sector. • Strong experience with financial systems, ERP tools, and advanced Excel modeling. Skills & Competencies • Exceptional analytical skills with a strong attention to detail. • Advanced proficiency in data visualization tools (e.g., Power BI) and financial software (Viewpoint is a plus). • Strong understanding of financial principles, cost accounting, and operational metrics. • Excellent communication skills, with the ability to present complex information clearly to non-financial stakeholders. • Ability to manage multiple priorities in a deadline-driven environment. • Experience in POC/WIP accounting preferred. Certifications (Preferred) • CPA, CMA, or CFA certification is a plus. • Familiarity with Six Sigma or Lean methodologies is advantageous. What We Offer • Competitive compensation and benefits package. • Opportunities for professional growth and development. • A collaborative and supportive work environment.

The associate is responsible for the duties and services that are of a support nature to the Revenue Cycle division of CHRISTUS Health. The associate ensures that all processes are performed in a timely and efficient manner. The primary purpose of this Job is to ensure account resolution and reconciliation of outstanding balances for CHRISTUS Health patient accounts. The Job works in a cooperative team environment to provide value to internal and external customers. The associate must demonstrate a consistently high degree of proficiency in their primary position within the Patient Financial Services Department of CHRISTUS Health. The associate is responsible for a variety of activities in the department while applying one's expertise and knowledge within the unit. The Job provides opportunities to increase one's scope of responsibility within the PFS Department. Working in partnership with the management team serves as a resource for innovation, staff support, and process improvements. The Patient Financial Specialist Lead carries out his/her duties by adhering to the highest standards of ethical and moral conduct, acts in the best interest of CHRISTUS Health, and fully supports CHRISTUS Health's core values of Dignity, Integrity, Compassion, Excellence, and Stewardship. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Functions as a subject matter expert in support of other PFS team members and other departments/facilities within the CHRISTUS Health network. Provide on-the-job training as needed and provide a source of knowledge for staff inquiries. Demonstrates a strong understanding of payer benefits requirements, on-line claims status, submission, billing, cash application, and reconciliation procedures. Approve or deny requested adjustments and refunds within role thresholds. Adapt to process and procedure evaluations and improvements, support continuous change, and willingly manage special projects in addition to normal workload and other duties as assigned. Remain flexible if duties are reassigned, which may involve transferring to a more appropriate unit in order to best serve PFS and CHRISTUS Health. Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution while maintaining account integrity and compliance with payer and/or government regulations. Ensures quality and productivity standards are met or exceeded. Appropriately documents patient accounting host system or other systems utilized by Patient Financial Services in accordance with policy and procedures. Provide continuous updates and information to the PFS Leadership Team regarding errors, issues, and trends related to activities affecting productivity, reimbursement, payment delays, and/or patient experience. Functions effectively within a team and participates and contributes constructively to produce results in a cooperative effort. Continually seeks to understand and act upon customer needs, concerns, and priorities. Meets customer expectations and requirements, and gains customer trust and respect. Demonstrates expertise in role requirements as outlined in the for a specific area of responsibility. Must have in-depth knowledge and ability to maneuver efficiently through Patient Accounting Systems, Document Imaging, Databases, etc. Strong understanding of systems from an end-user and processing perspective. Must have good technical aptitude working with a variety of MS Office products (Word, Excel, PowerPoint, Outlook) and/or ability to learn and develop more advanced skills with the various applications. Professional and effective written and verbal communication required. Must have good understanding of the various areas of government, non-government programs, billing, customer service and cash applications. Understanding of alternative Business Office financial resources and the ability to provide information and/or recommendations related to these sources of recovery are preferred. Job Requirements: Education/Skills HS Diploma or equivalency required. Post HS education preferred. Experience 5-7 years of experience preferred. Demonstrated success working in a team environment focused on meeting organization goals and objectives required. Experience in role requirements as outlined in job description for specific area of responsibility preferred. College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience. Must have an understanding of alternative Business Office financial resources and the ability to provide information and/or recommendations related to these sources of recovery are preferred. Experience working within a multi-facility hospital business office environment preferred. Licenses, Registrations, or Certifications None required. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time EEO is the law - click below for more information: ******************************************************************************************** We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at **************.

Insight Global is seeking a Financial Analyst to join a growing oil and gas company in Downtown, Houston, sitting onsite up to 3-5 days per week. This is a direct hire salaried position. The Financial Analyst will be responsible for detailed financial analysis to support the company's financial and strategic decision making as well as its operations. This position will have direct exposure to the executive team and work closely with other members of the Finance, Corporate Planning and Treasury teams as well as various functional groups across the company. The Financial Analyst will play a key role in all Finance processes, including ultimately maintaining the corporate model as well as any capital markets and strategic activity, and have a direct impact across the organization. Maintain corporate three-statement model to support corporate planning and strategic decision making. Support corporate planning and credit monitoring process and associated scenario analysis. Conduct analyses for ratings agencies. Assist in capital markets and strategic activities. Assist in revolving credit facility management and associated activities. Assist in counterparty credit process. Develop management, board and various investor and other stakeholder presentations. Prepare quarterly investor relations materials for bond holders. Support evaluation and analyze financial implications of various M&A activities. REQUIRED SKILLS AND EXPERIENCE 1+ years of experience in the energy sector, investment banking, corporate finance, consulting or private equity Detailed oil and gas modeling experience; ability to maintain complex financial models and manage large amounts of data - 3 statement modeling (Excel based) Advanced level proficiency with Excel Strong understanding of corporate finance and valuation methodologies Bachelors Degree in related field of study NICE TO HAVE SKILLS AND EXPERIENCE Masters Degree, CFA or eligibility

As a Senior Financial Analyst, you will be responsible for: Financial analysis, valuation, and M&A modeling, including scenario analysis of critical assumptions. Assist in the execution of financing transactions, lender and partner compliance reporting and relationship management, and development of quarterly earnings reports and presentations. Business analyses, budgeting, forecasting, and contract negotiation support. Industry and competitive analysis, including power markets, renewable attribute markets, and commodity markets. Operations, development, and capital investment financial reporting and forecasting. Investment research and business and counterparty due diligence. Drafting of written memoranda for internal and external use. Qualifications & Requirements: Must have a bachelor's degree in finance, economics, business, or accounting. Experience with a Big 4 firm REQUIRED Must have at least 1 - 3 years of relevant work experience in finance, preferably in investment banking and/or private equity, within the oil and gas industry. Candidates with similar experience within a corporate organization (preferably in E&P, midstream, or OFS) will also be considered. Strong Excel modeling, analytical, valuation, and problem-solving skills. Ability to take initiative and be accountable for running a process to a conclusion. Strong multi-tasking skills and attention to detail. Ability to excel in a rigorous and fast-paced work environment. Excellent team player with the ability to anticipate and proactively resolve issues. Willingness to devote the time necessary to complete assignments promptly and professionally. Outstanding written and verbal communication skills with the ability to articulate and present complex information to key internal and external stakeholders clearly and concisely. Experience running complex analysis, including financial modeling, valuation analysis, etc. Ability to complete multiple, diverse tasks of differing priorities. Proficient in using and applying Microsoft Office, especially Microsoft Excel.

Domain Consulting Company ITL USA Requisition ID 130105BR Salary min 93500 Salary max 118500 Financial Anti-Fraud Management Consultant Are you passionate about transforming how financial institutions tackle AML and KYC/CDD challenges? Do you thrive at the intersection of compliance, technology, and data-driven insights? Are you eager to explore how AI and analytics can revolutionize financial crime prevention and detection? At Infosys Consulting, we're looking for professionals who bring expertise in AML, KYC/CDD-along with a keen interest in leveraging data, automation, and AI to modernize risk and compliance. If this excites you, let's talk! About the Role As a Senior Consultant, you will work on strategic programs dealing with complex, industry-specific requirements in the areas of AML/Financial crimes, while further deepening knowledge in your respective area of specialization. You will lead streams, independently deliver high quality solutions and actively build key client relationships. You will also guide and mentor junior team members. Role expects you to: Execute a role in delivery of large change programs, which includes IT and Business Change Execute engagements at Financial Services firms as part of complex change and transformation initiatives to address key changes impacting the Risk & Compliance Industry Conduct interviews/workshops/walkthroughs with subject matter experts and process owners to elicit and document requirements- Business Analysis/Project Management to document requirements and coordinate with technology teams for implementation in Agile framework Collaborate with cross-functional teams across the client organization and Infosys on technology transformation programs and initiatives Manage stakeholder communication and minimize engagement risk by proactively identifying issues and recommending courses of remediation Understand key AML regulatory directives issued by U.S. financial oversight bodies such as Fed, FINRA, SEC, OCC, FRB, FinCen, etc. with an ability to identify and interpret key areas/processes impacted by a specific regulation within the client organization Collaborate with client functions (Business, first line of defense, Compliance Risk Management and Regulatory Affairs) to assess impact of a specific regulation on existing policies, risks and controls Gather and analyze key Anti-Financial Crime requirements, processes, design and develop data maps to meet the reporting needs of the specific regulation Collaborate with cross-functional teams across the client organization and Infosys on regulatory change programs and initiatives Support business development activities ranging from leading or contributing to proposals and developing propositions Develop market-relevant points of view to generate and sustain a presence in the marketplace Conduct interviews/workshops/walkthroughs with subject matter experts and process owners to elicit and document requirements for Anti-Financial Crime needs of clients (e.g., Transaction Surveillance, Know Your Customer (KYC)/Customer Due Diligence (CDD), Case Management & Workflow, Sanctions & Watchlist Screening, 314A/B, etc.) Practice Development Provide insights on new and emerging technologies, best practices and contribute to the development of service offerings Work with other practice members to support Infosys Consulting thought leadership activities and develop innovative assets, including differentiated points of view and methodologies Build social networks that enable knowledge and information flow and stay abreast of developments in Anti-Financial Crime expertise areas Prepare thought papers and participate in industry conferences and forums Contribute to practice growth and vitality through roles such as recruitment, training and retention People Management Coach and develop junior team members to deliver quality results and promote professional development Participate in and contribute to practice training activities Basic Qualifications 7+ years of experience in Financial Services with at least 5 years of experience in areas of Financial Crimes / AML / KYC / CDD/ Transaction Screening / Surveillance / Monitoring Expertise in Anti-Money Laundering, Transactions - Monitoring, Screening, Surveillance, Know your Customer (KYC), FIU Investigations and Suspicious Activity Reporting (SAR) Experience with implementation of one or more of the conventional Anti-Financial Crime tools e.g. Actimize, Fenergo, C3 AI, Oracle FCCM, Fircosoft, Lexis Nexis, etc. Bachelor's degree or foreign equivalent; or three years of relevant work experience in lieu of every year of education Demonstrated ability in defining, mobilising and delivering complex change programs in large organizations Ability to thrive in an ambiguous environment bringing structure to it Ability to facilitate discussions, analyze and de-construct problems, develop structured solutions and categorize challenges in the project environment Excellent presentation and facilitation skills with ability to build relationships with senior client leadership All candidates must be willing and able to travel up to 100%, depending on client requirements Preferred Qualifications MBA or equivalent advanced degree, Industry recognized certifications like CFA, FRM etc. Experience in leveraging advanced AI/ML technologies and analytics to reduce false positives or automate disposition of alerts will be a plus Experience of leading programs where stakeholder engagement is a key requisite to achieving successful program/project delivery Proven ability to deliver under tight deadlines and challenging constraints Ability to collaborate within the firm and leverage existing resources 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 About Us: Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world's top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: Ability to design and implement end-to-end solutions at scale A flat organization structure with direct access to our senior-most leaders An entrepreneurial environment full of bright, highly motivated consultants Opportunities for motivated consultants to impact local communities The ability to design your career and drive your professional learning and development A truly global culture We have offices in over 20 countries. Our U.S. hub office cities are Atlanta, Boston, Chicago, Dallas, Houston, New York, Seattle and San Francisco. Visit *********************************** for more information. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits: Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness, Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability. #J-18808-Ljbffr

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: Monday-Friday 8:30am-5:30pm; every other Saturday 8:45am-12:30pm 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.

Relate Search has partnered with a renewable energy organization on their search for a Senior Financial Analyst. This position offers a fantastic opportunity to directly participate in evaluating innovative investments that generate attractive risk-adjusted returns while supporting the world's transition to net-zero emissions. The Senior Financial Analyst will work closely with the organization's development professionals, external advisors, and investors to evaluate and execute investment transactions, support asset management, and contribute to the development of new projects. This role will report into the CEO and will be the most senior person in finance within the organization. If you are looking for a dynamic role with opportunities for long-term career growth, this could be the right fit for you. Responsibilities include: Develop and maintain detailed financial models related to financing, acquisitions, tax equity, and operations. Collaborate with external stakeholders, including lawyers, accountants, investors, and lenders. Manage complex projects and conduct due diligence on potential new investments that includes project viability and financial risk assessment Work with business development leads on project identification and travel occasionally to client and vendor offices for project reviews. Lead financial model development meetings as needed. Stay updated on the latest tax and accounting standards. Qualifications: Bachelor's degree in finance, economics, environmental science, climate finance, engineering, or a related field. 5+ years of experience in an analytical or investment-focused role, with exposure to clean energy technology, renewable energy, power sector investing, or IPP Advanced financial modeling skills are preferred, including experience in: Renewable energy modeling (wind, solar, storage) for both contracted and merchant projects. Tax equity structures (ITC/PTC). Debt financing for renewable energy projects. Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills to engage with both internal and external stakeholders.

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

JobID: 210565129 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $200,000.00-$275,000.00; Chicago,IL $200,000.00-$275,000.00; New York,NY $200,000.00-$275,000.00 We are seeking an experienced Vice President to join our industry-leading M&A team. As a Vice President in M&A, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. Job Responsibilities * Acting as the primary day-to-day client point of contact and lead banker on deals * Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward * Refining marketing/execution materials for maximum client impact * Overseeing the creation of financial projection models * Identifying and managing all risks in a given deal * Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) * Leading client negotiations, Q&A process and management interviews Required qualifications, capabilities, and skills * Bachelors degree in Finance, Accounting, Business, or a related discipline * Prior work experience in an investment banking front office role * Experience in training junior bankers * Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity * Very strong quantitative and analytical skills (including Excel modelling and valuation work) * Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions * Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team * Ability to comfortably interact with clients in a professional and mature manner * Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment

divstrong Description/strongbr/pHilltopSecurities is currently looking to hire an Investment Banker in Houston, Texas. The Assistant Vice President, Investment Banker will be responsible for analyzing and structuring tax-exempt and taxable debt and derivative transactions for an array of public finance clients. /pbr/br/strong Responsibilities/strongbr/ullispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Work with senior investment bankers in evaluating and analyzing client financial positions and transactions. /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Provide extensive financial analysis using spreadsheet and industry-specific software packages. /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Prepare financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients; Works closely with analysts and associates /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Assist with client and marketing responsibilities (include making presentations to clients, investors, and bond rating agencies regarding financing opportunities). /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Conducts research and valuations. Reviews financial information and new marketing conditions and developments to allow for thoughtful comprehensive strategic advice to execute deals. Reviews financial and legal documents/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Maintains comprehensive knowledge of regulatory and legal issues in the financial industry /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Maintains the highest professional and ethical standards/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Other duties as assigned/span/li/ulbr/br/strong Qualifications/strongbr/ullispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Undergraduate degree in accounting, business, economics, engineering, finance or mathematics with 2-3 years previous investment banking experience preferred/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Securities Industry Exam, Series 50, 52 amp; 63 license (or willingness to obtain within first 12 months of hire) required/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Excellent quantitative skills/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Experience with DBC Finance Software/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Strong interpersonal communication skills and attention to detail/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Strong computer skills utilizing Excel, Word and PowerPoint/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Clean regulatory record /span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to communicate in writing clearly and concisely/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to verbally communicate effectively with others/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to make critical decisions while following company procedures/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to be truthful and be seen as credible in the workplace/span/lilispan style='font-family:";Calibri",sans-seriffont-size:11. 0pt;'Ability to get along well with a variety of personalities and individuals/span/li/ulbr/br//div