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Tatum consulting project needing a Sr. Acquisition Analyst for 3+ months in duration working with a Private Equity Company's Managing Partner putting together Deal Decks and Models. This consulting project is working for a private equity firm and will be a key team member of the "deal team" providing analysis. Must have Private Equity Acquisition Experience +5 years preferred.. MBA preferred but not a must have.. Experience in public accounting, transaction services, advisory, investment banking or management consulting preferred by not a must have
Their team manages a diverse portfolio across private equity, real assets, and alternative investments.. They are seeking a detail-oriented and technically skilled Fund Accountant with hands-on Investran experience to join their finance team.. The Fund Accountant will be responsible for managing the day-to-day accounting and reporting for a portfolio of investment funds.. Support performance reporting and investor reporting processes.. 1-5 years of fund accounting experience, ideally within private equity, venture capital, or alternative investments.
Banner Solutions is more than a typical door hardware distributor – we’re obsessed with making our customers’ jobs easier through inventory availability, product findability, and top-tier customer support.. Our expertise spans commercial, electronic access control, residential hardware, and locksmith supplies, supported by an industry leading e-commerce platform featuring products from over 260 manufacturers.. Oversee all financial operations within the distribution center, including budgeting, forecasting, and cost control.. Bachelor’s degree in finance, Accounting, Business Administration, or a related field (MBA or CPA preferred).. Proficiency in financial software, ERP systems (SAP, Oracle, AS400 or similar), and Microsoft Excel.
Omega Holdings, a leading distributor of air conditioning and high-demand aftermarket components to diverse light-duty and heavy-duty vehicle markets, is seeking a dynamic Accounting Manager to join our corporate Finance department.. As a private equity-owned organization, we have established a formidable position within the automotive aftermarket, offering abundant opportunities for organic growth and strategic acquisitions.. Reporting directly to the Corporate Controller, the Accounting Manager will play a pivotal role in planning and overseeing the accounting operations of the portfolio companies.. Prepare and file sales and use tax returns for the company.. Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation.
The Assistant Controller will manage the activities and staff of the accounting function to provide timely and accurate financial statements, forecasts, reports and controls. Ensures compliance with federal, state and local legal requirements by researching existing and new legislation, consulting with outside advisors, and filing financial reports.. 10+ years of experience in public accounting/banking/mortgage banking.. Strong knowledge of Generally Accepted Accounting Principles (GAAP), internal controls and financial reporting required.. Mortgage banking experience preferred
Private Wealth Advisor. This firm is built on proprietary technology and is dedicated to delivering optimal wealth management solutions.. Sales & Business Development: The successful candidate will have a regimented approach to onboarding new clients and expanding, retaining, and nurturing existing relationships.. Advanced degree (MBA, CFP) preferred.. At least 6 years of experience in wealth management or financial advisory roles, with a demonstrated track record of outperformance.
The Intersect Group is seeking a Senior ERM Analyst - Issue Management for our banking client.. The Senior ERM Analyst will work within the bank’s second line of defense and will be responsible for supporting the Operational Risk Management Issue Management program.. This role is part of the Enterprise and Operational Risk Management Group (ERM/ORM) that is responsible for supporting the bank's risk management framework.. The organization plays a critical role in helping to inform bank management and the Board of Directors of the risks inherent in its actions and decisions, enterprise impacts, and opportunities to manage risk.. Previous Controls Testing experience and/or Risk and Control Self Assessments within areas such as information technology, general banking operations including deposit operations, loan administration, treasury management and/or other commercial and consumer banking products and services.
Reporting directly to senior leadership, the Controller will oversee financial reporting, compliance, internal controls, and team development.. Lead all daily accounting activities, including accounts payable, accounts receivable, inventory management, general ledger maintenance, subscription-based revenue calculations, royalty reporting, and capitalization of product development costs.. Sage 100, NetSuite, SAP ). Familiarity with multi-state sales tax filing and inventory/cost accounting is a plus. A proud member of Excelligence Learning Corporation, Frog Street is a leading provider of comprehensive early childhood education solutions for public schools, Head Start programs, and childcare centers.
Leading national healthcare MSO seeks a Director of Finance/Regional CFO for their Dallas, Texas Region.. Act as the CFO for up to 11 centers—responsible for full financial oversight, local financial health, and supporting strategic growth initiatives.. Speaking with authority on behalf of the Group CFO and representing him/her at partnership, or board meetings. Participate in key decisions as they relate to strategic initiatives and operational models. Advanced Excel, experience pulling data from practice management systems (SQL a plus).
DETAILS: Director of Finance. OVERVIEW: Director of Finance. We are looking for a Director of Finance to join an industry-leading organization to lead key financial and accounting efforts over Multiple Warehouse / Supply Chain and Logistics / Inventory management.. RESPONSIBILITIES: Director of Finance. REQUIREMENTS: Director of Finance
Role Summary: This position, reporting to the Director of Risk & Claims, is responsible for leading risk management initiatives, including managing the insurance portfolio, overseeing claims, administering risk management systems, and coordinating loss control efforts.. Internal: Treasury, Legal, HR, Operations, Safety, Commercial Teams, Billing. Bachelors in Risk Management, Insurance, Finance, Business or related is required. Preference given to those holding a CPCU, ARM or other industry designation. This role is crucial in enhancing the organization's risk management framework and ensuring robust insurance coverage while optimizing costs.
Partners with the relationship officers as appropriate as the point of a contact for the customer; acts as a liaison to the Bank’s Credit Administration Department and the lending support staff.. Manages the loan renewal process by working with relationship officers, customers, and others within the Bank’s Credit Administration Department and Loan Operations.. Supports the Bank’s relationship officers in cross-selling deposit, treasury management, bank cards, wealth management, and other services to the Bank’s existing customer base in addition to prospective Bank customers.. Three to five years of relevant commercial/corporate banking lending experience with a minimum one to two of credit analysis or loan review.. Intermediate skills in computer terminal and personal computer operation; host computer system; word processing and spreadsheet software programs.
Corporate Accounting Manager: Farmers Branch or Lewisville locations. Our client, a high-growth leader in the aerospace and defense industry, is seeking a Corporate Accounting Manager to join their dynamic team.. This is a rare opportunity to step into a high-impact role, supporting the CFO across all facets of corporate finance and accounting—including financial reporting, audits, budgeting, M&A support, and compliance with US GAAP standards.. Clear promotion path to Controller, with the long-term vision of grooming you for a future CFO role. Manage and oversee the daily operations of the corporate accounting function, including multiple general ledgers, consolidations, cash, accounts payable, accounts receivable and inventory management.
Ideal candidates will have a blend of public/private accounting experience in the SaaS/Digital Media industries and be well versed in close management, IFRS, and audit management.. This opportunity is in a fully remote capacity but prefer candidates be local to the DMV area to be accessible for executive board meetings.. Assist in the formulation of internal controls and policies to comply with legislation and established best practices. Proficient in accounting software (Microsoft Dynamics D365 Finance & Operations). Certified Public Accountant (CPA) designation and/or public accounting experience
Dallas, TX - onsite during close, WFH Fridays after. One of Vaco's $1B private equity backed clients is looking for a Staff Accountant to join their team.. The ideal candidate will have 1-2 years experience doing journal entries, reconciliations, and the ability to work with large data sets and dive into variances.. 1-2 years of progressive accounting experience, with a strong background in general ledger and financial reporting.. Vaco provides expert consulting, permanent placement, executive search, managed services, and strategic staffing solutions for companies around the world, in the areas of accounting, finance, technology, healthcare, operations and more.
The Senior Director, Treasury and Capital Markets will be tasked with helping to manage a global portfolio of financings, help lead the execution of new corporate and joint venture financings, including project finance/CMBS, and assist in identifying and implementing foreign exchange and interest rate risk mitigation strategies. Partner with Legal, Tax, Accounting, and other internal and external partners to analyze and execute capital markets transactions while ensuring compliance with financial covenants and REIT requirements. Assist the Senior Vice President – Treasury and global Treasury team with daily cash management, JV and Fund management, and other projects. Experience with global capital markets and project finance/CMBS. Real estate experience is highly desirable. PlatformDIGITAL®, the company’s global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx®) solution methodology for powering innovation and efficiently managing Data Gravity challenges.
A highly regarded corporate legal team is seeking an experienced attorney (5+ years) to join its Mergers & Acquisitions (Private Equity) practice in Dallas.. JD from an ABaccredited law school , with top academic credentials. 5+ years of experience advising private equity firms on mergers, acquisitions, and corporate finance transactions. Salary range: $325,000 - $375,000 , based on experience and role level (Senior Associate or Of Counsel). This role offers the opportunity to work on high-profile private equity transactions , collaborating with a team of top-tier M&A attorneys in a fast-paced, deal-driven practice.
The candidate will manage financial reporting, analysis and budgeting related to assigned JV and MSA emergency/urgent care facility operations.. This role will be a part of the Corporate Accounting/Finance team based at the corporate service center in Plano, Texas, will report to the VP of Finance and will work very closely with the Operations team and the various Finance and Accounting teams of our partners.. Financial/Operations Reviews – Hands on interface with hospital partner Finance teams and Intuitive Health Finance staff in the management of hospital partner sourced financial reporting for all assigned JV and MSA operations.. Review of hospital partner accounting records/data to ensure accurate & comprehensive financial reporting and related metrics of the JV and MSA operations.. Excel (expert), PowerPoint (advanced), Word and Outlook (intermediate) Experience with FP&A software a huge plus Minimal travel #ind #zip
A highly regarded corporate legal team is seeking an experienced attorney (5+ years) to join its Mergers & Acquisitions (Private Equity) practice in Dallas.. JD from an ABaccredited law school , with top academic credentials. 5+ years of experience advising private equity firms on mergers, acquisitions, and corporate finance transactions. Salary range: $325,000 - $375,000 , based on experience and role level (Senior Associate or Of Counsel). This role offers the opportunity to work on high-profile private equity transactions , collaborating with a team of top-tier M&A attorneys in a fast-paced, deal-driven practice.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.. Provide backup and assistance to other retail banking roles and locations, as necessary.. Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition. Basic knowledge of personal finance and household budgeting required. NMLS preferred (required for lending activities)