Private Credit Associate - Fund Finance
Finance Associate Job 20 miles from Grapevine
Selby Jennings currently represents a highly reputable global Asset Management firm. This position would be on a new business unit within the larger platform that focuses on secondary transactions, and is a great opportunity for candidates with an entrepreneurial mindset as you will be on a lean deal team, gain a ton of exposure, and help continue to grow the team.
Responsibilities include:
Support the investment process from start to finish
Conduct detailed due diligence, and quantitative analysis to support investment underwriting
Managing the investment portfolio, including quarterly and annual reporting
Qualifications:
2+ years of transaction-oriented experience from an investment bank or buy-side firm
Experience in NAV lending or GP/LP led secondaries preferred but not required
Undergraduate degree and in good academic standing
Extensive financial modeling skills (three statement models, LBO, etc)
Written and communication skills
Living in Dallas or willing to relocate to Dallas
Head of Finance Transformation
Finance Associate Job In Grapevine, 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
Corporate Strategy Analyst
Finance Associate Job 20 miles from Grapevine
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.
Associate Finance Manager
Finance Associate Job 24 miles from Grapevine
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.
Oracle Fusion Financial Consultant
Finance Associate Job 9 miles from Grapevine
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.
Finance Manager
Finance Associate Job 20 miles from Grapevine
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
Finance Manager
Finance Associate Job 20 miles from Grapevine
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.
Banking and Finance Associate
Finance Associate Job 20 miles from Grapevine
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.
Entry Level Banking Training Opportunity - Career Growth!
Finance Associate Job 20 miles from Grapevine
"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
Finance Administrator
Finance Associate Job 20 miles from Grapevine
Job Title: Full-Time Finance Administrator
Working hours: 8am-5:30pm
80% paid for benefits for employee and 20% dependents.
I am the Sr. Recruiter partnering with a fast growing family-run business specializing in heavy civil utilities construction. They take great pride in our work and our people. Seeking a dedicated Financial Administrator who is energetic, detail-oriented, and eager to expand their skillset.
Position Summary:
The ideal candidate will play a key role in managing our financial operations. This position involves performing financial analysis, managing accounts, and supporting budgeting and forecasting efforts-all while ensuring accuracy and efficiency in our financial processes.
Key Responsibilities:
Must have Quickbooks and Excel experience.
Financial Analysis & Reporting:
Conduct financial analysis, budgeting, and forecasting
Prepare financial statements in alignment with company objectives
Data Management:
Collect and enter data into various financial spreadsheets
Perform routine calculations to generate detailed analyses and reports as requested by the Finance Director
Account Oversight:
Oversee and manage individual accounts
Create, send, and follow up on invoices to ensure timely collections
Financial Entry and Compliance:
Accurate data entry and compliance
Process and prepare financial forms to verify account balances and facilitate purchases
Collaboration & Process Improvement:
Attend finance and company-wide meetings, assisting with financial reporting to managers and senior executives
Proactively suggest improvements to enhance accuracy, efficiency, and cost reductions
Required Skills & Qualifications:
Proficiency in QuickBooks and Excel
Strong knowledge of accounts receivable processes and procedures
Excellent 10-key typing skills for precise data entry
Familiarity with general ledger accounting principles
Basic understanding of budgeting and forecasting concepts
Solid grasp of debits, credits, and fundamental accounting practices
Familiarity with tax regulations and reporting requirements
Comprehensive understanding of financial concepts and terminology
Experience with payroll processing
Financial Analyst (Entry Level)
Finance Associate Job 20 miles from Grapevine
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.
Financial Analyst
Finance Associate Job 22 miles from Grapevine
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.
2025 Spring Finance Associate (MBA)
Finance Associate Job 20 miles from Grapevine
This is a remote, part-time associate role designed for current MBA students. You will complete tasks that an investment banking, private equity, or hedge fund analyst/associate would typically handle. The work will be done asynchronously and on a project-by-project basis. We expect a commitment of approximately 10 hours per week for the projects you take on. This position offers highly competitive pay, valuable finance experience, and a flexible schedule that works around your MBA program. This is an excellent opportunity to apply your business school education to real-world finance challenges while building your network and resume.
Why Apply
Top-Tier Finance Experience - Work on finance-related projects that build your resume for investment banking, private equity, and hedge fund recruiting
Internship, Full-Time Preparation - Practice the technical modeling skills to excel in top finance jobs
Fantastic Pay & Growth Opportunities - project-based pay starts at est. $60/hour and can go up to $120/hour
Startup Exposure - Work directly with an early-stage Y Combinator-backed company, gaining hands-on experience that sets you apart
Flexible Time Commitment - Work on your schedule while gaining valuable experience
Responsibilities
Develop detailed financial models and answer financial questions
Perform corporate valuations (DCF, LBO, APV)
Apply complex accounting principles to real-world scenarios (NOLs, DTAs, operating leases, etc.)
Complete investment banking and private equity style analysis
Required Qualifications
Candidate at a top 20 MBA program
Deep understanding of corporate valuation, modeling, and accounting
Excited to improve the future of AI applications
Preferred Qualifications
2+2 investment banking and private equity experience
Or hedge fund experience
Financial Analyst
Finance Associate Job 16 miles from Grapevine
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
Financial Analyst
Finance Associate Job 33 miles from Grapevine
Empower Clients. Build Your Future. Make an Impact.
Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals.
As a Financial Advisor, you'll have the opportunity to:
Build lasting relationships with clients and guide them through critical financial decisions.
Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth.
Unlock unlimited career and income potential with a clear path for advancement.
Enjoy a flexible work schedule while making a positive impact.
Company sponsored licensing and continued professional development.
Is this the career move for you?
If you're ambitious, coachable, and driven by a desire to help others, we want to connect.
No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed.
Take control of your future while making a meaningful difference in the lives of individuals who value financial stability.
is something like this what you are thinking
I AI'd it and then tweaked it some on my own
(I feel like JDs and job postings and call summaries are the best use of AI in our field)
Senior Consultant - REG REPORTING - FINANCE/ BANKING
Finance Associate Job 9 miles from Grapevine
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.
Financial Analyst - 85k-95k - Dallas, TX
Finance Associate Job 20 miles from Grapevine
LHH is working with a manufacturing company in the Dallas area that is seeking an experienced Financial Analyst. In this role you will play a crucial role in supporting the Finance and Operations teams. This position demands a strong understanding of variance analysis (comparing actuals to prior year and budget), a proactive approach to identifying process improvements, and exceptional interpersonal skills. The analyst will be instrumental in developing robust policies and procedures for variance analysis.
Job Responsibilities
Conduct daily soft close of manufacturing expense accounts.
Assist with month-end close processes and journal entries, understanding their impact on the General Ledger.
Analyze variances related to manufacturing and operations, providing insights and reports.
Collaborate with the Operations team to ensure objectives are met.
Support the annual corporate operational expense budgeting process and reforecasting as needed.
Help maintain data within the ERP system and support software capability expansions.
Ensure adherence to policies and procedures.
Manage the financial dimensions of the maintenance asset register.
Assist in maintaining the fixed asset register.
Provide analytical support to Operations for informed business decision-making.
Research manufacturing expenses to ensure accurate timing and classification per corporate policy and US GAAP.
Prepare supporting documentation and schedules for the annual audit.
Coordinate contract reviews between internal stakeholders and external counsel.
Undertake special projects and additional duties as assigned.
Respond to ad-hoc requests promptly.
Job Requirements
Bachelor's degree in Accounting, Finance, or a related field from an accredited institution.
At least five years of experience in an accounting or finance role.
Experience with Microsoft Dynamics 365 is a plus.
Familiarity with Power BI and Power Automate is advantageous.
Intermediate to advanced proficiency in Microsoft Excel, including pivot tables and complex formulas; experience with Office Scripts, VBA, and macros is a plus.
Excellent written and verbal communication skills, with the ability to engage with all management levels.
Strong organizational and analytical abilities.
Minimal out-of-state travel required for physical inventory observations and budget planning.
Hybrid work environment with time split between remote work, the corporate office, and occasional visits to a local manufacturing facility.
If you are interested in this opportunity, or other opportunities LHH is working on, please send your resume to: **************************
Financial Analyst
Finance Associate Job 20 miles from Grapevine
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.
Financial Analyst
Finance Associate Job 20 miles from Grapevine
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.
Financial Analyst- Inventory
Finance Associate Job 18 miles from Grapevine
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.