Collecting information
Organizing data
Our client, a respected financial institution that is well-known for their awesome culture/employee tenure, is seeking an Assistant Controller for their office in Fort Worth, TX. Managing the activities and staff of the accounting function to provide timely and accurate financial statements, forecasts, reports and controls.. Ensuring compliance of accounting with GAAP, OCC, Agency & Federal, state and local rules and regulations.. Establishing, monitoring and enforcing internal controls and advising management of actions and potential risks.. Industry exp in banking/mortgage banking required
The ideal candidate will have a deep understanding of real estate markets, private equity strategies, and investment analysis. Deal Evaluation: Analyze potential real estate investment opportunities, conducting due diligence and market research. Experience: 2-4 years of experience in real estate, private equity, investment banking, or a related field. Technical Proficiency: Strong skills in Microsoft Word, Excel, PowerPoint, and Power BI for financial analysis, reporting, and presentations. Opportunity to work on high-impact real estate investment transactions with industry leaders.
This company located in Dallas is seeking a finance executive with experience in reporting, budgeting, and treasury management, real estate accounting experience required. Preparing and reviewing property-level and consolidated financial statements, investor reporting packages, and lender deliverables. Supporting the CFO in managing daily cash operations, including monitoring property cash positions, handling wire transfers, and maintaining banking relationships. Coordinating with external CPA firms to compile and review tax packages for real estate partnerships and ensure timely and accurate filing of federal, state, and local tax returns, including 1099s and K-1s. Assisting with financial modeling, underwriting, and due diligence efforts for new real estate acquisitions and development projects, providing analysis on projected returns, capital requirements, and risk factors.
We are seeking a highly motivated and detail-oriented Finance and Strategic Initiatives Manager to join our dynamic organization serving as a key advisor and support to the Chief Financial Officer in driving financial and operational strategies across the organization. The Finance and Strategic Initiatives Manager reports to the Executive Vice President, Chief Financial Office. Prepares materials and reports for the CFO’s presentations to the Board, Finance, and Audit Committees. Develops briefing documents and key talking points for CFO-led meetings and presentations. Knowledge of: Nonprofit financial management, including Board governance and committee operations; financial reporting, budgeting, and forecasting in a complex organizational structure; strategic financial planning and performance measurement.
Standish Compliance Services, LLC (Standish Compliance) is comprised of a team of former SEC regulators, seasoned private fund experts, certified AML/KYC specialists, IT-proficient staff, and professional compliance consultants.. We serve as an extension of our clients’ in-house compliance team to provide the regulatory and compliance expertise firms need and that institutional LPs and regulators expect.. Our clients include private equity funds, real-asset funds, hedge funds, venture capital funds, real estate funds, oil and gas funds, other alternative investment funds, and select family offices and private wealth managers.. The Compliance Officer will train or oversee Compliance Associates and Senior Compliance Associates in Code of Ethics Administration and the preparation and filing of all applicable regulatory filings, including Form ADV, Form PF, Form D, Blue Sky Filings, Form 13F, Form 13H, Form 13D/G, and Form NPX.. Potential incentive compensation based on business development & profitability
Job Title: Senior Finance Analyst. A solid understanding of both operational (Opex) and capital (Capex) expenditures is essential.. Develop and evaluate financial business cases, factoring in Opex and Capex investment decisions.. Ability to evaluate financial impact of both Opex and Capex projects.. Exposure to project finance or strategic planning.
Financial Planning & Analysis (FP&A) Associate | Dallas, TX 🚨. We’re partnering with a private O&G investment management firm with $9B+ in managed assets to find a Financial Planning & Analysis Associate for their growing team in Dallas.. 👤 Reports To : Sr. VP of Finance. Experience from Investment Banking or Real Estate Investment preferred. Bonus if you’ve worked with SQL or Onestream
The Automotive Business Manager is a key leadership role responsible for managing the accounting, financial reporting, and business operations for a dealership group.. The ideal candidate will have experience in dealership accounting and a proven ability to lead high-performing teams in a fast-paced environment.. Minimum 7+ years of accounting/finance experience, with at least 3 years in a dealership controller or business manager role.. Strong knowledge of dealership management systems (e.g., CDK, Reynolds & Reynolds, Dealertrack).. Deep understanding of dealership accounting practices and financial statements.
An exciting opportunity for an experienced finance professional to lead accounting operations at a growing manufacturing plant in the Dallas-Fort Worth area.. This role will oversee financial controls, month-end close, and internal reporting, serving as the key liaison between plant operations and corporate finance.. Lead plant-level accounting, financial reporting, and close processes. Maintain internal controls in a SOX-compliant environment. 10+ years of progressive accounting/finance experience
(FP&A/FPNA/Head of Accounting/Controller/CFO/Chief Financial Officer/Regional Finance Officer). From award-winning lounges to premium airport services, we take pride in delivering exceptional comfort, convenience, and care to travelers.. As the senior finance executive for PPG’s USA businesses, the Finance Director serves as the country's head of Finance and Accounting and acts as the primary financial business partner to the country person in charge (PIC) or regional general manager (RGM).. Collaborate with HQ Finance, Global Shared Services (GSC) in Kuala Lumpur, and external auditors to maintain financial compliance.. Familiarity with GASB, FASB, and GFOA standards, as well as federal and state grant accounting regulations.
Our client is eager to find a Manager of Internal Controls over Financial Reporting to add to their Audit group.. Our client is known for their nationwide presence with over 1800 locations in 40+ states and top notch customer service.. This sole contributing role is responsible for designing, implementing, and maintaining a comprehensive system of internal controls to ensure the accuracy and reliability of a company's financial reporting.. Certified Internal Audit (CIA) or Certified Public Accountant (CPA). Proven experience in designing, implementing, and testing internal controls
Key Job Responsibilities:Deal Analysis & Financial Modeling- Conduct financial modeling and valuation analysis for potential mergers, acquisitions, partnerships, and investments.. - Support the CEO's office in optimizing resource allocation and maximizing ROI.Executive Support & Strategic Planning- Work closely with senior leadership to develop business cases and presentations for board meetings and investor discussions.. - Provide data-backed insights to shape strategic initiatives.. Qualifications:Masters degree in Business, Finance, Economics, or a related field (MBA preferred).. 3+ years of experience in business analysis, investment banking, consulting, or corporate strategy in the healthcare sector.
The Corporate Development & Strategy group is responsible for (1) supporting QCG’s investment and acquisition activity across the U.S. and (2) driving strategic growth initiatives and developments across QCG and its portfolio of industry-leading brands. This role reports to the Vice President of Mergers & Acquisitions and will work closely with a broad range of internal stakeholders, including QCG’s most senior leaders. Manage key aspects of the deal process, coordinating with senior members of the Corporate Development team.. 2-3 years of experience in investment banking, corporate development, private equity, consulting, corporate development, or related roles.. Proficiency in financial modeling, due diligence, and investment analysis using Microsoft Excel and PowerPoint
Capital Markets Managing Director, Public Finance. Huntington Bank is searching for a Managing Director, Public Finance to direct Public Finance investment banking activity.. Our new colleague will be focused on tax exempt and taxable bond underwriting for Government and Nonprofit clients.. Manages and directs regional activities of the Public Finance Team associated with Huntington Capital Markets, focused on bringing municipal financing solutions to the bank's customers.. Responsibilities include a combination of the following functions: investment banking, underwriting and private placements for municipal issuers.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.. We're backed by top-tier venture capital firms, fintech investors, and industry leaders.. Manage the procure to pay process and systems, including new purchase requests, documenting vendor agreements and scheduling agreement renewals notifications. Experience with SOX compliance and internal controls
Manage client engagements relating to the financial services industry with primary focus on providing transformational process enhancement through procedural and control assessment of the various credit functions, enterprise risk management, commercial credit risk analysis and testing, revenue enhancement, and other advisory services. Minimum six years of recent, relevant experience in consulting or industry focused on: commercial lending, credit or financial analysis skills to include underwriting, portfolio management, financial analysis, and reporting; previous supervisory experience. Superior knowledge of commercial lending processes and workflows, credit risk management rating and measurement methodologies, provisioning, and capital requirements, and/or credit risk management tools. Experience with commercial credit industry technology tools (nCino, AFS, Moody’s, and more). Solid experience structuring and analyzing internal bank credit data sources
Areas of Interest: Commercial Banking; Relationship Management; Sales. We are looking for a Commercial Relationship Manager with experience in Banking and underwriting middle market clients.. The Relationship Manager IV, Corporate Banking is primarily responsible for making and servicing a wide variety of business and individual loans, both secured and unsecured, which are complex in nature.. A Bachelor's degree in Business or Finance and 5 7 years experience in a commercial lending environment or an equivalent combination of education and experience is required.. Extensive knowledge of commercial lending practices and loan documentation.
The ideal candidate will have commercial / consumer banking and mortgage servicing, and management experience.. We are seeking an assistant controller to oversee daily accounting operations, financial reporting, and internal controls.. Develop and enforce internal controls to safeguard company assets and maintain compliance. 10+ years of experience in financial services, consumer/commercial banking, and/or mortgage banking. This position offers a full range of benefits including Health, Dental, FSA, Life, Disability, Additional insurance, and 401k with match + profit sharing, tuition assistance, Fitness program, Travel program, Identity theft assistance, Will services.
Symphony Wealth Group, an independent financial advisory firm under Kestra Financial, is seeking a Wealth Management professional to enhance our team.. As a member of Symphony Wealth Group, you will engage with high-net-worth clients, providing customized wealth management solutions tailored to their unique financial situations.. Assist in the development and management of investment portfolios for high-net-worth individuals and families.. Professional certifications such as CFP, CFA, or equivalent are preferred.. Symphony Wealth Group partners with clients to realize their financial aspirations through innovative investment strategies and holistic financial planning.
A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own.. Climate Credit sits at the crossroad of the Goldman Sachs Private Credit and Sustainable Investment platforms and is part of the private side of the Asset Management division.. Within Climate Credit, we invest across the capital structure (senior debt, junior debt, mezzanine capital, preferred equity) in transactions anchored in 5 key energy transition themes (Clean Energy, Sustainable Transport, Waste & Materials, Sustainable Food & Agriculture and Ecosystems & Services).. Engaging in all aspects of due diligence and business analysis to develop and refine investment theses. 2 to 4 years of investment banking, private credit or infrastructure experience