Accounting & Finance jobs in Dallas, Texas - Page 3Create job alerts

Senior Functional Consultant – Corporate & Institutional Banking (C&IB) About the Role We are seeking a seasoned Senior Functional Consultant to partner with Corporate & Institutional Banking (C&IB) businesses across Treasury & Cash Management, Payments, Trade Finance, Securities Services, FX, and Corporate Lending. This is a high-impact role designed for a domain expert who thrives at the intersection of traditional banking and modern technology. As a senior member of our financial services consulting team, you will serve as the bridge between complex business requirements and scalable technical solutions. You will be responsible for guiding top‑tier and regional financial institutions through large‑scale transformation and modernization programs by analyzing business processes, conducting current‑state assessments, designing target operating models, documenting functional requirements, and providing domain expertise across clients’ C&IB ecosystems. Key Responsibilities Business & Functional Analysis: • Lead business process reviews and functional assessments across C&IB products., • Document as-is processes, gaps, and opportunities for automation., • Define functional requirements, BRDs, FRDs, user stories, and acceptance criteria., • Conduct deep dive current state assessments and discovery workshops to document operating models and identify operational bottlenecks., • Provide subject-matter expertise in cash management, payments, trade finance, lending, and liquidity., • Partner with Product Owners on roadmaps, features, and prioritization., • Drive the roadmap for legacy modernization, assisting clients in migrating from monolithic systems to microservices-based or cloud native architectures, • Drive functional workstreams for payment modernization, trade digitization, and workflow improvements., • Support mapping of business capabilities to target-state platforms., • Manage relationships with executives, product owners, data and Technology heads, • Act as a trusted advisor, managing expectations and navigating competing priorities in a fast-paced environment, • Facilitate sessions across Operations, Risk, Compliance, Technology, and Product teams., • Ensure all functional designs adhere to global and local regulatory frameworks, • Ensure alignment with KYC/AML, sanctions, • Develop test scenarios, oversee UAT, and validate functional requirements., • 7–12+ years of Functional Consulting or Business Analysis experience within Corporate & Institutional Banking., • Strong domain expertise in Payments, Liquidity, Cash Management, Trade Finance, Corporate Lending, or FX., • Understanding of payment rails and standards., • Experience with major C&IB platforms., • Knowledge of regulatory frameworks., • Prior consulting (BIG 5) experience

We are working with an exciting company in the Carrollton area that recently completed an acquisition and went through some exciting growth. This organization has a great culture that ensures all employees are engaged and part of their growth journey. The ideal candidate will have a minimum of 5 years of full cycle accounting experience. In this role you will analyze financial statements and balance sheet accounts, prepare GL account reconciliations, and perform monthly close and financial reporting. This is a hybrid position (2 days/week inoffice). This role pays 90K-95K. Responsibilities: · Prepare journal entries and monthly account reconciliations. · Research and recommend actions to resolve discrepancies. · Responsible for development of financial statements and reports · Perform assigned monthly, quarterly, and annual financial reports · Perform fluctuation and variance analysis. · Update and maintain accounting journals, ledgers and other records detailing financial business transactions. · Compile data and prepare a variety of reports such as balance sheets, profit and loss statements, and other documents that project the organization's financial position. Qualifications: · Bachelor’s degree in Accounting or Finance · CPA candidate is a plus · Ideally 5+ years of professional experience · Knowledge of Microsoft Office required including advanced Excel experience. If you are interested in this job or other Accounting and Finance career opportunities from LHH Recruitment Solutions please email Rami Muhanna at or visit our website at

Founded in 2008, The Fay Group is a diversified real estate services company offering a complete range of home ownership products and services to include mortgage servicing, property renovations, property management, realty, business purpose lending, and insurance to homeowners, investors and clients nationwide. We consider the people behind those mortgages and work hard to give them the best opportunity to stay in their homes by providing solutions to navigate the challenges of homeownership while working toward their long-term financial goals. Join Us on Our Journey We are currently looking for a Senior Business Strategy Manager to join our team. This position will be responsible for supporting assigned business units/departments with the planning, support, and execution of projects and strategies focused on driving increased revenue, cost savings, operational enhancements, regulatory requirements, and strengthening controls. The Senior Business Strategy Manager will proactively define recommended processes and technology enhancements and solutions, and present them for consideration. This position will also support any designated activities required to define and track SLAs, KPIs and performance metrics for assigned business groups. The Sr Business Strategy Manager will drive and continuously evolve the Business Strategy Execution methodology, communication plans, processes, and tools to optimize impact. Additionally, this role is responsible for collaborating with the Policies and Procedures team that supports the enterprise while ensuring appropriate representation and adherence to all regulations. Qualifications include: • Bachelor’s degree in business or related field, or commensurate experience required, • 10+ years’ experience with residential mortgage, commercial mortgage, insurance, and other financial products, • 5+ years’ experience with knowledge in key areas encompassed within the Financial Services division assigned (originations, insurance, etc.), • 5+ experience in process implementation to include demonstrated experience researching and adapting best practices to align with business and product needs, • Comprehensive knowledge of project and product management lifecycles, to include gathering and prioritizing business requirements and product vision, • Strong Microsoft Office skills, particularly in using Visio to develop process flows, Excel to compile and analyze data, and PowerPoint to develop presentations, • Ability to independently drive implementation and integration of key initiatives and improvements within the Financial Services division, • Ability to understand and document processes, and have a high level of problem-solving, process improvement, and product management skills, • Effective verbal and written communication skills with the ability to tailor them to all audiences within the organization, • High learning agility with the ability to learn and integrate multiple variables, make connections, and identify/ implement successful solutions, • Demonstrated leadership skills to lead in both formal and matrixed environments, • Strong interpersonal skills with the ability to develop and maintain effective relationships across the organization to influence and/or drive required results, • Proven analytical and organizational skills, • Strong interpersonal skills, • Collaborative work style; high team orientation, • Ability to analyze and interpret data to identify opportunities and propose solutions, • Strong attention to detail; strong compliance orientation; high quality of work product, • Ability to prioritize; effective time management, • Professional maturity, integrity, and the ability to maintain confidential data and information, • Strong business acumen; strong fiscal and technical aptitude Submit Your Resume to Learn More Featured Benefits • Medical, Dental, and Vision Insurance, • Company Paid Life Insurance, • Disability Insurance, • Pet Insurance, • 401k Program with Employer Matching, • 3 Weeks Paid Time Off (PTO), • Paid Holidays, • Wellness Initiatives, • Employee Assistance Program, • Eligible for Hybrid Work Schedule with Remote Flex Days Compensation • The hiring range for this position is between $120,000.00-$135,000.00 annually, • This position is eligible for an annual discretionary bonus Fay Cares! The Fay-Constructive Foundation was established to fulfill the philanthropic mission of The Fay Group employees to serve the communities in which they live and work. Our employees make voluntary contributions to the Foundation. Each quarter, their contributions are donated to organizations focused on improving education opportunities, combating poverty, and supporting military service members and first responders. At Fay, we believe that the best ideas come from having a team that is diverse in backgrounds, experiences, and perspectives. We strive to ensure each of our employees feels valued, respected, and included, and is presented with equal opportunities to be successful. Fay is an equal-opportunity workplace. The Fay Group and affiliated companies participate in E-Verify. For more information, go to ___.

Job Summary Populus Financial is seeking a results-driven Product Manager to join our Card Products team, overseeing financial products used daily by customers nationwide. This role is responsible for shaping product strategy, guiding cross-functional execution, and delivering customer-focused innovations for our mobile banking applications, general purpose reloadable cards, and retail point-of-sale systems. The ideal candidate combines strategic thinking, data-driven decision-making, and hands-on product ownership to deliver measurable business impact. Major Responsibilities • Lead product planning and execution for assigned financial products, from concept through launch, ensuring alignment with customer needs and business objectives., • Identify and prioritize high-impact features and enhancements by analyzing customer feedback, competitive trends, and market opportunities., • Collaborate with UI/UX teams to translate product vision into intuitive, accessible, and engaging user experiences., • Write detailed user stories and acceptance criteria that clearly communicate requirements to Agile development teams., • Analyze and synthesize market insights to guide product enhancements, ensuring our offerings remain competitive., • Monitor and analyze key performance indicators (KPIs) to assess product health, drive adoption, and improve customer engagement., • Conduct A/B tests, user experiments, and post-launch analysis to continuously optimize product performance., • Partner closely with IT, Field Operations, Marketing, Compliance, and Finance to ensure successful cross-channel product delivery and alignment with regulatory requirements., • Translate analytics, customer insights, and operational feedback into actionable roadmap decisions., • Present product performance reports and strategic updates to executive leadership. Key Competencies • Product Management, • Data-driven decision making & performance analysis, • User story development & Agile delivery, • Business strategy & competitive analysis, • Customer experience optimization, • Strong technical acumen & understanding of mobile and POS platforms, • Problem solving & prioritization skills, • Excellent written & verbal communication, • Project Management, • Effective cross-functional collaboration & stakeholder management Minimum Qualifications • Bachelor’s degree in Business, Computer Science, Mathematics, or a related field is required, • 4+ years of experience in product management or a closely related role is required, • Strong understanding of core computer science concepts and system design principles is required, • Experience in fintech space preferred, • Proven ability to derive actionable insights from performance data and translate findings into product improvements required, • Demonstrated experience writing detailed user requirements and acceptance criteria for technical products is required, • Experience designing, running, and interpreting A/B tests preferred, • Familiarity with Agile methodologies, processes, and ceremonies is required, • Advanced proficiency in Microsoft Excel and PowerPoint is required 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities. While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs. Must have appropriate vision to see up close, and at a distance with ability to adjust vision and focus. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. This position might require long hours and weekend work. Travel N/A Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job. EEO Statement Populus Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.

Director, Managed Trade Services Overview The Director, Managed Trade Services is responsible for leading, scaling, and optimizing a portfolio of value‑added trade services that extend beyond standard customs brokerage. This role oversees programs such as classification management, trade advisory, post‑entry services, PGA coordination, drawback, audit support, and ongoing compliance management. The Director ensures operational excellence, regulatory accuracy, and a high‑touch customer experience while driving growth and profitability across the MTS product suite. This leader serves as the connective tissue between operations, compliance, sales, and customers—translating complex trade requirements into structured, repeatable, revenue‑generating services. Key Responsibilities Service Delivery & Operations • Lead day‑to‑day delivery of Managed Trade Services, ensuring accuracy, timeliness, and regulatory compliance., • Build and maintain SOPs, workflows, and quality controls across classification, valuation, PGA filings, post‑entry work, and advisory services., • Oversee workload planning, resource allocation, and performance management for the MTS team., • Ensure all services adhere to CBP regulations, PGA requirements, and internal compliance standards., • Oversee internal audits, corrective actions, and continuous improvement initiatives., • Serve as a subject‑matter expert on classification, valuation, origin, ADD/CVD, and post‑entry processes., • Act as the senior point of contact for key MTS clients, providing guidance on trade strategy, regulatory changes, and operational performance., • Translate client needs into structured service offerings and long‑term programs., • Develop and refine the Managed Trade Services product suite, identifying opportunities for new offerings or enhancements., • Partner with Sales/Commercial teams to scope, price, and position MTS solutions., • Lead, mentor, and develop a team of trade analysts, specialists, and compliance professionals., • Foster a culture of accuracy, accountability, and continuous improvement., • 7–10+ years of experience in customs brokerage, trade compliance, or managed trade services., • Deep knowledge of CBP regulations, HTS classification, valuation, origin, PGA requirements, and post‑entry processes., • Experience managing teams in a high‑volume, deadline‑driven environment., • Strong analytical, organizational, and communication skills., • Proven ability to build scalable processes and deliver high‑quality client service., • Licensed Customs Broker (LCB) preferred but not required. #LI-Onsite #LI-KB1 Since 1990, Forward Air has been a leading provider of ground transportation and related logistics services to the North American air freight and expedited LTL market. We offer surface shipping on an accelerated “time-definite” basis, delivering cargo at a specific time, but under less time-sensitive situations – supplying you with a cost effective, reliable alternative to air transportation. We work with companies of all sizes to develop tangible advantages and build the best products to meet your specific needs. Forward Air presents to the wholesale transportation community (logistics companies, freight forwarders, integrated air cargo carriers, passenger/ cargo airlines, and non-traditional shippers), a single-source provider that can deliver more supply chain services and a superior menu of choices. Throughout the years we have added supplementary lines to our linehaul service, such as full truckload operations (Truckload Services), final-mile coverage (Complete® Cartage), and an Airline Logistics program, and we will continue to expand our services to meet the changing needs and growth of our customer base. Forward Air is structured to optimize both savings and service to our customers. Direct partnerships with owner-operators and other surface transportation providers, enable us to remain cost-competitive. The Forward Air network is designed with over 90 facilities located at or near major U.S. and Canadian airports, 12 regional sort centers and over 300 beyond points (secondary airports provided through our Complete Cartage service), creating one of the most comprehensive linehaul networks in the industry. Ranked 3rd in Newsweeks 2022 "___" publication

HIRING!! Commercial P&C, E&S Underwriter, Hybrid - Dallas, TX This A-rated E&S insurance carrier continues to experience robust growth across the U.S. They specialize in contract binding and write a diverse range of property and casualty (P&C) classes on a non-admitted basis nationwide. They are actively seeking experienced Commercial E&S Underwriters to join their expanding team, in their Dallas as well as their Scottsdale, AZ offices. Senior level Underwriters are preferred but will consider those with the experience that warrants that next step in their career. Key Responsibilities: · Maintain and cultivate new agency relationships within your assigned territory. · Grow and manage a profitable book of business, leveraging your deep understanding of E&S risks. · Contribute to product development initiatives and participate in special projects that shape the company’s underwriting strategy. · Collaborate across departments in a culture that emphasizes positivity, innovation, and shared success. Qualifications: · Minimum of 5 years of commercial P&C E&S underwriting experience. · Contract binding and wholesale distribution experience strongly preferred. · Previous experience with an insurance carrier is highly desired. · Strong negotiation, communication, and relationship-building skills. Career Growth: These roles offer a clear path to Team Lead and/or Regional Manager opportunities, providing a dynamic environment for professional advancement. Compensation & Benefits: · Competitive base salary ($115,000 - $150,000) with performance-based bonus opportunities. (potential 20%) · Excellent benefits package, including comprehensive health coverage and retirement plans. · Hybrid work model with some in-office presence. · Travel: approximately 20%–25%. If you’re an experienced underwriter looking to join a thriving E&S carrier with a collaborative and positive culture. Connie Moore, CA Moore and Associates/Lost Dutchman Search Lost Dutchman Search

HIRING!! Commercial P&C, E&S Underwriter, Hybrid, TX A-rated E&S insurance carrier continues to experience robust growth across the U.S. and they are actively seeking experienced Commercial E&S Underwriters to join their expanding team, in their Dallas office. This is contract binding business and company writes a diverse range of property and casualty (P&C) classes on a non-admitted basis nationwide. Looking for those with a minimum of 5 years of commercial E&S underwriting experience and familiar with the wholesale distribution process and relationships. Company offers: · Competitive base salary ($110,000 - $160,000) with performance-based bonus opportunities. (potential 20%) · Excellent benefits package, including comprehensive health coverage and retirement plans. · Hybrid work model with some in-office presence. Company promotes career path opportunities, providing a dynamic environment for professional advancement. If you’re an experienced underwriter looking to join a thriving E&S carrier with a collaborative and positive culture, or know someone looking for a great opportunity, please contact me.

!!ONISTE 3 DAYS A WEEK IN ADDISON!! Job Description The Sr. Manager, Quality Assurance is responsible for ensuring delivery confidence through evidence-based validation of technology solutions supporting the organization’s business operations. This role leads quality assurance strategy and execution by validating outcomes through a combination of manual and automated mechanisms, ensuring solutions are functional, reliable, secure, and ready for adoption. Operating in a player-coach model, this role partners closely with delivery teams and platform stakeholders to reduce risk, enable informed release decisions, and build organizational trust in delivered solutions. What You'll Do • Own and execute the quality assurance and validation strategy to ensure delivered solutions meet defined functional and non-functional expectations prior to release., • Lead and develop QA validation staff, fostering a culture of accountability, learning, and continuous improvement within a hands-on, player-coach model., • Define and validate business-critical and operational scenarios using multiple validation mechanisms, including manual testing, exploratory validation, and automated testing., • Ensure validation coverage includes non-functional requirements such as security, performance, reliability, and operational resilience., • Partner with Delivery and Platform Management teams to support platform-led walkthroughs, simulations, and other mechanisms that provide evidence of readiness., • Establish and maintain evidence-based confidence signals that inform go/no-go decisions, emphasizing outcomes and risk reduction rather than test activity volume., • Guide and mentor technically oriented QA team members, supporting the emergence of a technical lead within the team., • Collaborate with cross-functional stakeholders to identify delivery risks early and ensure appropriate validation and mitigation strategies are in place., • 8+ years of experience in quality assurance, validation, delivery assurance, or related technology roles, with flexibility for manager-level consideration based on experience., • Bachelor’s degree required or equivalent professional experience., • Working knowledge of quality assurance best practices, including manual testing, test automation, and exploratory validation., • Ability to evaluate and interpret technical and business outcomes without being a deep technical specialist., • Demonstrated ability to lead and develop technically skilled team members., • Strong problem-solving, organizational, and prioritization skills., • High learning velocity with the ability to quickly understand new domains and systems., • Strong written and verbal communication skills, including the ability to convey risk and readiness clearly to stakeholders., • Ability to manage multiple priorities while maintaining focus on delivery outcomes. 7121

Quality Control Analyst – Merchant Services Operations Location: Hybrid – Irving, TX; Charlotte, NC; Des Moines, IA Contract: 12-month W2 (40 hours/week, weekly pay) Calculated Hire is partnering with a leading financial services organization to support their Merchant Services Operations team. This group operates in a high-volume, regulated environment focused on merchant onboarding, account setup, and ongoing quality control. Job Description This role supports account onboarding and add locations work within Merchant Services Operations, with a strong emphasis on quality control, peer review, and process accuracy. The team is actively enhancing its quality standards and is seeking individuals who can go beyond processing to identify issues, ensure compliance, and contribute to continuous improvement. This is a production-driven environment where attention to detail, ownership, and efficiency are critical to success. Key Responsibilities: • Perform account onboarding and add locations work for merchant accounts within established workflows, • Execute quality control and peer review to ensure accuracy, completeness, and adherence to internal standards, • Identify errors, inconsistencies, and process gaps, and communicate findings to support remediation, • Contribute to the execution and refinement of a 100% quality control environment, • Monitor workflows and manage task queues to meet deadlines in a high-volume setting, • Partner with peers and leadership to provide visibility into quality trends and recurring issues, • Support process improvement efforts to enhance efficiency, accuracy, and overall team performance Required Skills • Experience in merchant services, payments, or financial operations, • Background in quality control, audit, compliance review, or peer review within an operations environment, • Strong attention to detail with the ability to identify and resolve discrepancies, • Ability to manage high-volume work while maintaining accuracy and meeting deadlines, • Strong communication skills, including the ability to provide feedback on errors and process gaps, • Proficiency in Microsoft Office (Excel, Word, Outlook) Required Qualifications • 1–4+ years of experience in operations, account onboarding, or related financial services roles, • Exposure to onboarding workflows, account setup, or transaction processing, • Experience working in a metrics-driven or production-based environment, • Demonstrated ability to follow structured processes while identifying opportunities for improvement Preferred Qualifications • Prior experience in merchant services or payments organizations, • Experience supporting quality control frameworks, peer review functions, or control execution, • Familiarity with account onboarding or account management systems This role sits within a large-scale Merchant Services Operations group and offers the opportunity to contribute to a team focused on accuracy, efficiency, and continuous improvement within a growing operational function.

About Us Primis is partnering with a fast-growing, venture-backed fintech startup that is building the fastest, simplest way for guests to pay inside hospitality venues. With a quick scan of a QR code, diners can pay, tip, and leave in seconds. The team believes great products should feel obvious, not complicated, and they focus relentlessly on simplicity, trust, and an exceptional guest experience at every interaction. Today, the company’s platform powers payments in thousands of restaurants across major markets in the US, UK, and Europe—helping operators turn tables faster, increase tip volume, and unlock valuable operational insights. They push themselves to go beyond what’s expected, building with ownership, moving quickly, and scaling ambitiously as they tackle their largest growth opportunity in the US. About the Role This isn’t your typical sales role—you'll be joining our Dallas team to accelerate our growth in a key U.S. market. We’re looking for a bold, strategic, and entrepreneurial Account Executive who’s ready to make an outsized impact. Whether you're coming from a top consulting firm and ready to get your hands dirty in the startup world, or a high-growth sales environment where you've built something from zero to one—you’ll thrive here if you’re hungry to own a market, build deep partnerships, and drive real innovation. You’ll be responsible for dramatically growing the Dallas portfolio by building upon our existing foundation, working directly with top-tier restaurants, refining and executing our local go-to-market playbook, and shaping the way diners and operators experience payments. Key Responsibilities • Lead Market Expansion: Own Dallas from day one—identify, pitch, and close the best restaurants in town., • Build Relationships: Leverage your network and hustle to connect with decision-makers and industry tastemakers., • Drive Strategic Sales: Navigate complex sales cycles, negotiate win-win deals, and help restaurants see the full value of the company., • Shape Our Future: Collaborate cross-functionally to improve our product and processes based on real customer feedback., • Think Like a Founder: You’re not just selling—you’re building a business. About You • 4+ years in sales, business development, or strategic consulting (consulting alumni welcome!), • Entrepreneurial spirit with the drive to lead a market launch from zero, • Deep knowledge or passion for the restaurant industry, • Natural communicator and storyteller who builds trust quickly, • Confident, organized, and execution-focused—you thrive with autonomy, • Experience selling to SMBs or enterprise hospitality clients is a plus, • Familiarity with tools like Salesforce, Microsoft Suite, and Slack Compensation, Perks & Benefits • 💸 $120,000 to $200,000 OTE, • 📍 Location: Dallas (in-field with restaurant partners), • 💰 Stock options from day one, • 🎯 Company performance bonus, • 🧘 ♀️ Unlimited PTO + 100% health coverage (you & your kids), • 🌍 International growth opportunities, • 🧑 🚀 Freedom, trust, and ownership from day one, • 401K ADVERT DISCLAIMER Research indicates that men will apply to a role when they only meet 50-60% of the descriptions, however, when looking at women and other minority groups, they can look for up to a 99% match in order to apply to a role. If you feel you are a fit for our role, please still apply, don’t worry if you don’t tick every single box. We’d still love to hear from you. We encourage underrepresented talent to apply to all our roles & support accessibility needs

LHH is seeking a Finance Manager (FP&A) for a client in the manufacturing sector. This role partners closely with senior leadership to drive financial performance, support strategic decision-making, and enhance planning and forecasting capabilities. The ideal candidate brings strong financial modeling expertise, a strategic mindset, and experience operating in a fast-paced, data-driven environment. Job Responsibilities: • Lead financial performance analysis, identifying trends, risks, and opportunities to drive business results, • Oversee financial modeling for forecasting, long-range planning, and scenario analysis, • Manage budgeting and forecasting processes in partnership with cross-functional stakeholders, • Deliver variance analysis and translate financial data into actionable insights for leadership, • Evaluate capital investments and strategic initiatives to ensure alignment with business objectives, • Develop and present key financial reports, dashboards, and performance metrics, • Support month-end close processes, ensuring accuracy and timeliness of financial results, • Maintain compliance with internal controls, financial policies, and regulatory requirements, • Partner with business leaders to align financial goals with operational strategies, • Contribute to special projects and continuous improvement initiatives Job Requirements: • Bachelor’s degree in Finance, Accounting, or related field, • 5+ years of progressive experience in FP&A/finance, • Background in manufacturing, industrial, or distribution environments is a plus, • Strong financial modeling, forecasting, and analytical skills, • Experience supporting budgeting, planning, and performance management processes, • MBA, CPA, or CMA preferred, • Proficiency in Excel and PowerPoint; experience with ERP systems such as SAP preferred

Uncapped Income | No Cold Calling | Financial Freedom & Flexibility Are you looking for a career where you control your income, your schedule, and your future all from your home office or anywhere with Wi‑Fi? We’re expanding and seeking motivated individuals to join us as Independent Life Insurance Agents. This opportunity is designed for people who want to become financially independent, self-sufficient, and in control of their lifestyle. 💼 Position Overview As a remote life insurance agent, you will work directly with clients who have already requested information through our industry-compliant lead platform, meaning no cold calling or chasing uninterested prospects. Your role is simple: assess client needs, provide solutions, and serve families. ✨ What Makes This Opportunity Different 🔥 Work Full‑Time or Part‑Time • We provide access to high-quality leads from clients who requested to be contacted., • You control your income., • Live training sessions every day, • Step-by-step guidance from active top-producing industry veterans, • No outdated “back in the day” lessons—only what works today Grow your business, develop residual income streams, and create long-term financial security. 👤 Who We’re Looking For You’ll thrive here if you are: • Self-motivated, independent, and disciplined, • Passionate about helping people, • Comfortable working from home, • A good communicator, • Coachable and eager to learn, • Interested in long‑term financial growth We provide all the tools, training, and support you need to succeed. 📝 Requirements • Must be authorized to work in the U.S., • Life Insurance License (or willingness to get licensed), • Reliable internet, computer, and phone, • Background check (required by carriers) 🚀 Ready to Start Your Journey? Begin building a business that allows you to become financially independent and self‑sufficient—on your terms. 👉 Click the link below to schedule a call and learn more. • Your future is waiting.

Take Control of Your Career – Work from Anywhere We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure. Why Join Us? -100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results. -Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred. -No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance. -Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go! -Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly. -Career Growth – Promotions based on performance, not tenure, with leadership opportunities available. What You’ll Do: Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process). Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs. Present Tailored Solutions that help clients make informed decisions about life insurance. Close Sales & Earn Big! Guide clients through the application process and celebrate your wins. Build Long-Term Relationships and provide continuous client support. Stay Informed on industry trends to position our products effectively. What You Need to Succeed: -Strong communication and sales skills -Self-motivated and goal-oriented mindset -Ability to work independently and manage your own schedule -No experience required – we’ll help you get licensed! -Reliable internet connection and phone access (for virtual meetings) Compensation & Perks: 💰 Uncapped commission-based pay with lucrative bonuses 💰 Residual income on policy renewals 📚 Comprehensive training & professional development 🚀 Fast-track promotion opportunities

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Dallas, TX. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

Company Overview: Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families. Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence. Position Overview: Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed. Duties & Responsibilities: • Onboard new client accounts, which includes the collection of required documentation and client information, • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date, • Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs, • Proactively prepare financial reports, spreadsheets and other materials for client meetings, • Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars, • Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues, • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance Skills, Experience & Qualifications: • Bachelor’s Degree in Business or in related field is preferred, • Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial, • FINRA Series 7 and 66 (or 63 and 65) preferred, • Highly detail-oriented with superior organizational skills and ability to prioritize tasks, • Follow-up to ensure resolution and completion of tasks, • Provide a high level of customer service in a calm, courteous and professional manner., • Establish and maintain effective working relationships at all levels of the organization., • Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems, • Team player with the ability to collaborate with others, • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment. Reports To: Market Business Director

“This Opportunity Starts Where Comfort Ends.” Growth doesn’t happen in predictable environments. It happens when you step into something that challenges you to think differently, work independently, and take ownership of your results. Sureguard Financial is designed for individuals who are ready for that shift, from structured employment to self-directed success. Role Overview As a Customer Sales Representative, you will work remotely to connect with individuals seeking financial protection and guidance. Your role is to understand their needs and provide solutions that align with their goals. Key Responsibilities • Build rapport with warm leads who have expressed interest, • Conduct detailed consultations to identify client needs, • Present tailored financial solutions, including insurance and annuity products, • Guide clients through decision-making with clarity and confidence, • Maintain consistent follow-ups and pipeline management through CRM tools Requirements • Excellent communication and listening skills, • Strong sense of accountability and independence, • Ability to build trust and maintain client relationships, • Goal-oriented mindset with a focus on results Benefits • Work remotely from anywhere, • Flexible schedule that fits your lifestyle, • No cold calling, focus on pre-qualified leads, • Access to training, tools, and mentorship, • A community of like-minded professionals, • Health and wellness benefit access (Exchange option) This position operates as a independent contractor role with earnings based on commission. If you’re ready to step into a role where your effort defines your success, apply today and join Sureguard Financial.

NO SPONSORSHIP - NO OPT DIRECTOR OF QUALITY ENGINEERING Looking for a candidate who comes form a clearing house or securities background. If you don’t you need to come from a financial company and be very familiar with the industry. This is about cloud modernization, automation, cucumber, selenium, etc. SALARY: $170k - $220K plus 25% bonus You will lead functional and integration testing, automation, governance. Functional integration and data validation needs. You will drive automation with cucumber based automation. Directs 1 or more teams 5-20 people. Responsibilities: Lead system integration testing (SIT) and regression testing across multiple applications, ensuring optimal test coverage. Drive automation-first approach using Cucumber based automation framework for UI, API, batch and Kafka layers. Establish and scale test data strategy, including synthetic test data approaches. Lead Creation of test data, detailed test cases for validating business functions and regression testing. Qualifications: • Advanced knowledge of a development lifecycle and Quality Engineering under Waterfall and/or Agile methodologies, • Ability to manage small- and large-scale projects and ensuring team efficiency, • Broad-based knowledge of Lifecyle development, change control management, test planning, test and defect management, • Experience with AWS cloud deployments and microservices and event driven applications Technical Skills, • Familiarity with BDD and TDD concepts as it relates to test automation, • SDLC and testing tools such as Jira, Jenkins, Cucumber, SpiraTest, • Relational databases and query tools. (SQL Server, Oracle and DB2), • Automated testing tool experience (Selenium, RestAssured, Cucumber,, • Bachelor's Degree, • Prior management experience of small to medium sized teams (5-20) with a track record of success

Bachelor's degree in Accounting or Finance.

🚀 Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance. Why this role:✅ • PE‑backed healthcare company in growth mode, • Direct exposure to the CFO and executive team, • Flexible hybrid schedule + beautiful new office, • Supportive manager who values work/life balance, • Minimal overtime, no weekends What you’ll do:📊 • Support financial & operational board decks, • Own key processes (revenue recognition, physician comp), • Build forecasts, models, and ad hoc analysis, • Partner with operations & revenue cycle teams, • Deliver insights through scenario & sensitivity modeling What you bring:🎯 • 3+ years of Financial Analyst experience, • Bachelor’s in Finance or related field, • Healthcare experience strongly preferred (RCM a big plus), • PE/VC‑backed experience preferred, • Advanced Excel & SQL (Adaptive Planning a plus), • Confident communicator; curious, proactive, and eager to learn ✨If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.

Robert Half and Derek Kemp have partnered with a large gowing healthcare firm in the Dallas area. Only go in 4 days a week, have a team to help train/mentor, great pay/benefits, and firm that is in high growth phase and likes to promote internally. The ideal candidate will have at least 1+ year of FP&A experience. Message me or email me at Targeting • MS Excel, Forecasting, Budgeting, Variance Analysis, Modeling, • Large company experience, • 1-3+ years' of experience SELLING POINTS • Amazing mentorship and long tenure of team, • Hybrid - only go in 4 days a week, • Able to grow and move up quick here with proven ability, • One of the best environments and work life balance you can find, • Team events, family like culture, extreme flexibility

Chief Financial Officer – Multi Location Healthcare Services – Private Equity Our client is a rapidly growing, entrepreneurial, multi-location healthcare services business that is well positioned to achieve significant growth. The company is well capitalized by an established private equity investor and plans to leverage favorable market trends and growth opportunities across its particular niche market. We require an operations focused Chief Financial Officer to be a strategic and tactical business partner alongside our CEO and work alongside the senior leadership team as a key contributor to the ongoing growth of the business. This position requires a finance professional who understands the nuance of multi-site healthcare, is highly analytical and will serve as a true tactical and strategic business partner. You will be expected to lead the charge to drive all the levers of the business and to translate the blue prints and strategic plans into actionable outcomes. The CFO must be a very hands-on leader, directly involved in all growth initiatives including de novo projects and acquisition/integration activity and will be a player-coach within the finance and accounting team. Experience within the context of a rapidly scaling environment and previous multi-site health care services experience is highly desirable. A competitive base and bonus opportunity is offered along with a compelling equity opportunity.

AR Senior Accountant Dallas, TX Vaco has partnered with one of our large, PE-backed clients that has doubled in size and revenue in the last couple of years to help find a Senior AR Accountant. This role will be focused on full cycle accounts receivable (accruals, reconciliations, credit memos, escalations, audit). Compensation: $90-95k Key Responsibilities • Proactively manage collections for an assigned portfolio of accounts., • Supervising a small AR team, • Monitor aging reports and follow up on past-due balances via email and phone., • Resolve billing discrepancies, short pays, and disputes in collaboration with Sales and Customer Service., • Negotiate payment arrangements when appropriate and escalate high-risk accounts., • Recommend accounts for credit holds, write-offs, or referral to third-party collections in accordance with policy., • Prepare AR aging, collections status, and DSO reports., • Support internal controls, and audit requirements., • Identify process improvement opportunities to enhance efficiency and cash flow., • Bachelor's or Associate's degree in Accounting, Finance, or a related field., • 3+ years of accounts receivable experience, • Demonstrated experience managing customer relationships and resolving payment disputes., • Strong understanding of AR processes, including invoicing, cash application, and reconciliations., • Proficiency in ERP systems and advanced Excel skills.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. As a premier talent solutions firm, Vaco connects people to their dream jobs and helps leading companies find talent to grow their business. Please let us know if we can help you with this, or another role, for the next step in your career! Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products. Equal Opportunity Notice Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact . Vaco by Highspring also wants all applicants to know their rights that ___. Representation Notice By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client. Privacy Notice Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies. • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees ___., • Virginia residents may access our state specific policies ___., • Residents of all other states may access our policies ___., • Canadian residents may access our policies in English ___ and in French ___., • Residents of countries governed by GDPR and UK GDPR may access our policies ___. Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (___). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring. Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: · the individual's skill sets, experience and training; · licensure and certification requirements; · office location and other geographic considerations; and · other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company's retirement plan (or similar retirement benefits).

Responsibilities: Supports and manages existing capabilities related to the standardization and consolidation of daily/weekly/monthly reporting revenue cycle reporting Assist in the standardization of goal setting and productivity and performance monitoring Collects, synthesizes and communicates rel

We are helping two clients in Collin County hire estate planning attorneys. One opportunity is with a privately held company. The role is a client advisory/education-focused, non-traditional position. Great opportunity for someone looking for a more predictable schedule, hours. The other opportunity is with a law firm that has a sophisticated estate planning practice. The ideal candidate will have 10+ years of experience handling advanced estate and tax planning issues for high net worth individuals and families. A sign-on bonus is provided with one opportunity. Reach out for a confidential conversation to learn more about either opportunity.

Position Overview: Leon Capital Group (LCG) is seeking a General Counsel to lead the legal, regulatory, and transactional functions for a number of business entities within its Financial Services Group (“FSG”), including its RIA, insurance, and reinsurance businesses. This is a senior leadership role with direct exposure to the CEO, FSG President, and executive team, designed for a lawyer who operates as a strategic advisor, regulatory expert, and business partner. The General Counsel will be responsible for ensuring the FSG is structurally sound, regulator-ready, and positioned to scale, while enabling the business to move with speed and confidence. This role is particularly well-suited for an attorney with deep experience in: • Registered Investment Adviser (RIA) regulation and SEC oversight, • Insurance/Reinsurance legal and regulatory frameworks, • Operating within complex, multi-entity financial platforms Key Responsibilities: Regulatory & Compliance Leadership: • Lead all legal and regulatory matters for the FSG, including RIA and insurance/reinsurance entities., • Design, implement, and continuously refine compliance frameworks aligned with SEC and state regulatory requirements., • Oversee preparation for and response to SEC examinations, regulatory inquiries, and audits., • Ensure adherence to the Investment Advisers Act and related fiduciary and disclosure obligations., • Serve as the primary point of contact with regulators, including the SEC, FINRA, and state insurance authorities. Legal Strategy & Business Operations: • Act as a trusted advisor to executive leadership, integrating legal considerations into strategic and operational decisions., • Provide practical, business-oriented counsel that enables growth while managing risk., • Support the structuring and launch of new products, vehicles, and entities across the FSG., • Advise on governance, fiduciary responsibilities, and enterprise risk management. Transactional Support: • Lead legal oversight of transactions across credit, insurance, and investment activities within the FSG., • Review and structure complex agreements, ensuring alignment with regulatory requirements and commercial objectives., • Partner with investment and operating teams to facilitate execution, not impede it. Governance & Risk Management: • Establish and maintain strong corporate governance practices across FSG entities., • Identify and mitigate legal, regulatory, and reputational risks., • Oversee internal policies, procedures, and training to ensure a culture of compliance., • Manage disputes, investigations, and litigation in coordination with external counsel. External Counsel & Resource Management: • Oversee and optimize relationships with outside counsel., • Drive efficiency, quality, and accountability across external legal resources., • Determine when to build internally vs. outsource. Platform Build & Infrastructure: • Build and scale the legal and compliance function supporting the FSG., • Partner with leadership to support expansion into new products, geographies, and regulatory regimes., • Ensure infrastructure keeps pace with business complexity and growth. Qualifications: Required: • JD from an accredited law school; active bar membership., • 10+ years of legal experience, with significant exposure to financial services., • Deep expertise in RIA regulation, SEC compliance, and investment adviser frameworks., • Experience engaging directly with regulators, examinations, and enforcement matters., • Strong understanding of corporate governance and compliance program design. Preferred: • Experience in insurance and/or reinsurance regulatory environments., • Background supporting multi-entity or platform-based businesses., • In-house experience within an investment manager, financial institution, or insurance platform.

I’m currently recruiting on behalf of a Global Consulting Firm who are looking to hire for a Commercial & Corporate Counsel to join their office based in Frisco, TX. This role will serve as the sole U.S.-based legal counsel, working closely with an international legal team and supporting a fast-growing business across the U.S. About the role: • Compensation Salary: up to $220k base plus bonuses, • Working module: Hybrid (3 days on site/2 days remotely) Responsibilities: • Drafting and negotiating a wide range of commercial and services agreements, • Supporting client engagements and contract negotiations, • Advising on acquisitions, due diligence, and post-closing matters, • Handling corporate governance, employment-related contracts, and internal commercial issues They’re seeking someone with 4+ years’ experience, ideally with some in-house exposure and a commercial, pragmatic approach.

We’re looking for a detail-oriented and proactive Accounts Payable Specialist to join our team. Manage the full-cycle accounts payable process, including invoice review, coding, and timely payment processing. Maintain accurate and up-to-date records of all accounts payable transactions in the acco

Segra is searching for a qualified and experienced Billing Transformation Compliance Analyst to join us in a full-time capacity. Location Requirement: This work arrangement for this role is a hybrid position, requiring three (3) days in the office, with flexibility to work remotely two (2) days each week. Role Overview: The Billing Transformation Compliance Analyst is a detailoriented and analytical professional responsible for ensuring the accuracy of billing related to taxation, regulatory fees, and surcharges. This role supports revenue assurance efforts by analyzing billing data, identifying discrepancies, and ensuring correct application of taxes and fees in customer invoicing. The position collaborates with crossfunctional teams-including; Parent company Tax team, Product, Regulatory, IT, Finance, and Customer Service, as well external tax departments-to resolve billing issues, enhance reporting automation, and support improvements in billing system performance. The Analyst also assists the Billing Transformation team in designing, developing, and executing processes that ensure accurate billing of taxes, regulatory fees, and surcharges. Required: • Bachelor's degree in business, information systems or other technical/analytical field or equivalent combination of education and experience required., • A minimum of 5 years of experience in data analytics, and systems and business practices is required., • Strong proficiency in SQL for data extraction, manipulation, and reporting is required., • Familiarity with tax, regulatory and surcharge fillings and configurations is required., • Telecommunications industry knowledge Preferred: • Effective organizational skills., • Exceptional written and verbal communication skills with a strong ability to communicate with multiple leaders and levels of the business., • Strong problem-solving and analytical skills with high attention to detail are essential., • The ability to meet pressured deadlines and prioritize competing priorities., • Ability to comprehend technical product structures in various formats., • Ability to understand work with multiple billing platforms, understand system processes and query language is required. About Segra: Segra is one of the largest independent fiber network companies in the nation, able to offer state-of-the-art communication solutions backed by always-on customer service. We are known for our future-forward infrastructure and state-of-the-art voice and data technology solutions for businesses and the public sector, as well as wholesale transport services to some of the world's largest carriers. Our network features the latest advances in IP, ethernet, and dark fiber architectures, as well as high performance data centers. Furthermore, our network powers technology solutions such as hosted voice, security, and cloud. Segra has engineered our entire company operations to put our customers at the very center of everything we do. We invest in the communities we serve by hiring locally and continually upgrading our network infrastructure. Segra has over 1200 employees, 500k+ on-net and near-net buildings, and 44k+ fiber-route miles. We exist purely to help businesses within our footprint be successful. Benefits Overview: Segra offers a very robust benefits package to our full-time employees, some of which include: • Medical, dental, vision insurance, • Life insurance, • 401(k) match, • Flexible Spending/Health Savings Accounts, • Tuition and gym reimbursements, • Vacation/PTO, paid holidays, floating holidays, • Volunteer days, parental leave, • Legal, accidental, hospital indemnity, identify theft, pet insurance Our Commitment to Equality: Segra is an equal opportunity employer and prohibits discrimination of any kind. Segra does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor. Salary Range: $64,050 - $80,115 Beyond competitive health and retirement benefits with immediate 401(k) vesting, Segra also invests in your total well-being through programs supporting physical, mental, financial, and social wellness.

Dominium is helping tackle the affordable housing crisis - and we're looking for motivated candidates to join our team and help further our mission. With offices in Minneapolis, Atlanta, Dallas and Phoenix, Dominium is one of the nation's most respected and innovative affordable housing development and management companies. We create quality, affordable homes and engage with our residents daily to create a strong sense of community and connectivity. Join us in making a difference in people's lives every day at a company where you can challenge yourself to develop both personally and professionally. POSITION SUMMARY: The Project Accountant is responsible for managing financial activities related to development projects, including preparing and submitting draw packages, reconciling accounts, and ensuring accurate recording of project costs. This role partners closely with internal teams and external stakeholders such as lenders, title companies, and contractors to support funding processes, payment execution, and financial reporting. The Project Accountant also contributes to monthly property reviews, audit support, and overall financial integrity throughout the project lifecycle. ESSENTIAL FUNCTIONS: • Reconciles draws and related balance sheet accounts and reviews income statements for project costs., • Initiates and records wire transfers for payments to general contractors, transfers to operations, accounts payable funding, and other applicable transfer activity., • Prepares, submits, and records draws for submission., • Prepares and compiles monthly property reviews., • Reviews and records payment applications and project invoices., • Works closely with lenders, title companies, fiscal agents, housing authorities, and internal partners., • Assists with audits., • Completes other special projects as assigned., • Bachelor's degree in accounting or related field, or equivalent combination of education and experience; 2 years of accounting experience, real estate accounting preferred., • Strong verbal and written communication skills., • Proficient with computers in all aspects, with the ability to navigate file structures efficiently., • Intermediate Excel and Microsoft Office skills required., • Strong organizational skills and attention to detail. About Us: Dominium is a purpose-driven leader in affordable housing. We operate in approximately 20 states, supported by a team of over 1,300 dedicated employees. For more than 50 years, we have delivered excellence in the development and management of affordable housing communities across the United States. Dominium's values - EDGE: Entrepreneurial Innovation, Developing People, Growth Mindset and Execution - guide us in fulfilling our Purpose: to provide quality, affordable housing that builds Enduring Value for our residents, employees, communities and financial partners. We believe housing provides dignity, and our work has a positive, lasting impact on the lives of individuals and families - often for generations. Our properties last for decades, leaving a lasting impact in the communities where they are located. We offer a competitive salary, an incentive bonus program, training and development programs, career growth and community volunteer and outreach programs. We also provide a comprehensive benefits package for eligible employees, including Basic Life and AD&D; Employee, Spouse and Child Supplemental Life and AD&D; and Short and Long-Term Disability insurance. We also offer Medical, Dental and Vision coverage, with optional Health Savings Accounts, as well as Medical and Dependent Care Flexible Spending Accounts. We offer Voluntary Benefits (Accident, Critical Illness, Whole Life) and an Employee Assistance Program. Additionally, you have access to a 401(K) plan, Health and Financial Wellness Programs, Paid Time Off including Paid Holidays and Floating Holidays, Paid Parental Leave, Education Reimbursement, Employee Recognition and the Dominium Employee Emergency Fund. Dominium is committed to providing equal employment opportunities to qualified applicants and employees. Dominium prohibits employment discrimination on race, color, creed, religion, national origin, citizenship, sex (including sexual orientation and gender identity), pregnancy, marital status, familial status, status with regard to public assistance, disability, membership or activity in local commission, veteran status, military status, age, genetic information, union membership, use of lawful consumable products, or any other category protected by applicable state or federal law. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the ___ notice from the Department of Labor.

Position Summary: The AR Collector is responsible for managing outstanding accounts receivable balances and ensuring timely reimbursement from insurance carriers and customers. This role supports the billing team by following up on unpaid claims, resolving discrepancies, and maintaining accurate account records. Key Responsibilities: • Review and manage aging reports to identify outstanding balances, • Follow up with insurance companies and customers on unpaid or denied claims, • Research and resolve billing issues, denials, and discrepancies, • Submit corrected claims and supporting documentation as needed, • Document all collection activities in the billing system, • Collaborate with internal teams to resolve account issues, • Ensure compliance with company policies and healthcare regulations Qualifications: • 2-3 years of experience in accounts receivable, medical billing, or collections, • Knowledge of insurance processes, including Medicare/Medicaid preferred, • Strong attention to detail and problem-solving skills, • Ability to work independently and meet productivity goals, • Proficiency in billing systems and Microsoft Excel, • Familiarity with EOBs, denial codes, and payer guidelines Preferred Experience: • Experience in a medical device or DME (Durable Medical Equipment) environment

Our client, a boutique tax advisory firm, who provides customized tax and advisory services, is seeking a.The ideal candidate will have experience supporting a large and active client base within the real estate market.CPA license required for this role.This position requires strong technical and c

Join Our Innovative Team at Strategic Medical ManagementAre you ready to be part of a progressive and forward-thinking company that is revolutionizing the medical management industry? At Strategic Medical Management, we are driven by a passion for excellence and a commitment to providing exceptional services to our clients. Our dedicated team is the cornerstone of our success, fueled by hard work, a strong desire to learn, and an unwavering drive to achieve.About Us:Strategic Medical Management offers top-tier administrative services to a variety of medical entities specializing in the treatment of patients involved in motor vehicle accidents. Our mission is to ensure that our clients have all the resources they need to excel in patient care. We take immense pride in our work, knowing that our efforts directly contribute to the health and well-being of those we serve.Why Join Us? * Innovative Environment: Be part of a company that is always looking ahead, embracing new ideas and technologies to stay at the forefront of the industry. * Passionate Team: Work alongside a group of dedicated professionals who are passionate about what they do and driven to make a difference. * Continuous Learning: We believe in the power of learning and provide opportunities for professional development to help you grow in your career. * Impactful Work: Your efforts will have a direct impact on the success of our clients and the care they provide to their patients. What We’re Looking For:We are seeking motivated individuals who embody our core values of hard work, passion, and a strong desire to learn. If you are ready to thrive in a dynamic and rewarding environment, Strategic Medical Management is the place for you.Join us and make a difference in the world of medical management!##Responsibilities:- Manage and oversee the daily operations of the accounting department- Perform full-cycle accounting duties, including accounts payable, accounts receivable, and payroll- Prepare and analyze financial statements, general ledger entries, and reconciliations- Ensure compliance with all tax regulations and reporting requirements- Assist in the preparation of budgets and financial forecasts- Conduct account analysis to identify discrepancies or errors- Provide support during audits and assist with the implementation of internal controls- Stay updated on technical accounting standards and best practices##Requirements:- Proven experience as a Full Charge Bookkeeper or similar role- Strong knowledge of corporate accounting principles and procedures- Proficiency in using accounting software, QuickBooks- Familiarity with tax regulations and reporting requirements- Excellent attention to detail and accuracy in data entry and analysis- Strong analytical and problem-solving skills- Ability to prioritize tasks and meet deadlines- Excellent communication and interpersonal skillsNote: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.Job Type: Full-timePay: $56,083.00 - $59,345.00 per yearBenefits: • Health insurancePhysical Setting:, • OfficeSchedule:, • Monday to FridaySupplemental Pay:, • Bonus opportunitiesExperience:, • Bookkeeping: 2 years (Required), • Dallas, TX 75240 (Required)Work Location: Hybrid remote in Dallas, TX 75240 Flexible work from home options available. Compensation: $55,000.00 - $60,000.00 per year

The Trade Managed Services Specialist supports the daily execution of value-added trade compliance services, including product classification, PGA coordination, post-entry work, audit support, drawback assistance, and general customs compliance activities. This role is responsible for ensuring data accuracy, regulatory compliance, and high-quality service delivery to internal and external customers. The specialist works closely with trade analysts, brokers, operations teams, and clients to complete assigned tasks and maintain compliance with U.S. Customs and Border Protection (CBP) and Partner Government Agency (PGA) requirements. Key Responsibilities Service Delivery & Operational Execution · Perform daily tasks supporting Managed Trade Services programs, including HTS classification, valuation checks, PGA documentation, and post-entry corrections. · Prepare, review, and maintain accurate documentation for compliance activities such as 520(d) corrections, PSCs, protests, and entry reviews. · Follow established SOPs and workflows to ensure accuracy, timeliness, and regulatory alignment. · Update internal systems, trackers, and client dashboards with status updates, metrics, and findings. Compliance & Risk Support · Ensure assigned work complies with CBP regulations, PGA requirements, and internal quality standards. · Support internal audits by gathering documents, reviewing data, and helping identify discrepancies. · Escalate potential compliance risks or unusual findings to the supervisor/manager. · Assist with continuous improvement efforts focused on accuracy, controls, and process consistency. Client Support & Communication · Provide routine support to clients by answering basic compliance questions, gathering documentation, and assisting with service deliverables · Assist with onboarding new clients by helping gather product data, classifications, templates, and import history. · Draft summaries, reports, and status updates for internal and client review. Product & Process Support · Contribute to the development and refinement of MTS workflows by identifying process inefficiencies or gaps. · Participate in technology and system improvement initiatives, including testing new tools or features. · Support tracking and reporting of service KPIs and productivity metrics. Training & Knowledge Development · Participate in ongoing training on HTS classification, customs valuation, PGA requirements, origin determination, and post-entry processes · Maintain current knowledge of regulatory updates relevant to assigned work. · Share findings and best practices with team members when appropriate. Qualifications · 1–3 years of experience in customs brokerage, trade compliance, supply chain, or import/export operations. · Working knowledge of CBP regulations, basic HTS classification, customs valuation, and PGA requirements (training will be provided). · Strong analytical and documentation skills with high attention to detail. · Ability to manage multiple tasks in a deadline-driven environment. · Strong communication skills (written and verbal). · Proficiency with Excel, data analysis, and trade-related systems. · Licensed Customs Broker (LCB) helpful but not required Since 1990, Forward Air has been a leading provider of ground transportation and related logistics services to the North American air freight and expedited LTL market. We offer surface shipping on an accelerated “time-definite” basis, delivering cargo at a specific time, but under less time-sensitive situations – supplying you with a cost effective, reliable alternative to air transportation. We work with companies of all sizes to develop tangible advantages and build the best products to meet your specific needs. Forward Air presents to the wholesale transportation community (logistics companies, freight forwarders, integrated air cargo carriers, passenger/ cargo airlines, and non-traditional shippers), a single-source provider that can deliver more supply chain services and a superior menu of choices. Throughout the years we have added supplementary lines to our linehaul service, such as full truckload operations (Truckload Services), final-mile coverage (Complete® Cartage), and an Airline Logistics program, and we will continue to expand our services to meet the changing needs and growth of our customer base. Forward Air is structured to optimize both savings and service to our customers. Direct partnerships with owner-operators and other surface transportation providers, enable us to remain cost-competitive. The Forward Air network is designed with over 90 facilities located at or near major U.S. and Canadian airports, 12 regional sort centers and over 300 beyond points (secondary airports provided through our Complete Cartage service), creating one of the most comprehensive linehaul networks in the industry. Ranked 3rd in Newsweeks 2022 "___" publication

Fund Administration experience and/or Public Accounting experience, Audit or Tax, ideally with exposure to Fund accounting. Focus Search LLC is recruiting for a Senior Fund Accountant role with a growing Fund Administration firm with offices in Dallas.

Responsibilities Responsible for the accurate reporting of financial results in accordance with GAAP and controls including revenue, profit and cash flow Prepare, distribute and maintain project-related financial reports Compile, analyze, and report data at the business unit level Continually assess

Supports regional financial management using CHRISTUS standard systems to conduct routine and ad hoc reporting.Primary duties include routine daily, weekly, bi-weekly, and monthly reporting to support management needs for information related to service line utilization, cost, and profitability, and

Processor Digital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-the-art technology to serve its workforce and clients. Digital Risk’s 1,500+ team members make us one of the largest mortgage outsource providers in the U.S., supplying appraisal and mortgage processing, underwriting and closing to the largest banks and loan originators. Position Overview: The Mortgage Loan Processor will be responsible for performing a variety of loan documentation duties on complex loan packages and ensure compliance with policies and procedures for loan products. The Mortgage Loan Processor will be responsible for delivery an outstanding customer experience with direct customer communication. Candidates must possess a strong sense of urgency with an ability to work in a team environment, maintaining excellent organizational, communication (verbal and written), and PC skills. Essential Job Functions: • Regular, reliable, and predictable on‑site presence during standard business hours is an essential function of this role due to operational requirements and client needs., • Manage an assigned pipeline of 25-50 plus loans on a daily and weekly basis, • Process loans from application to funding including but not limited to:, • Collecting and analyzing documents to submit to Underwriting for final approval, • Communicating expectations, requirements and program details through established communication standards, • Maintain daily workflow prioritization to ensure pipeline management meets required closing dates, • Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met, • Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances, • Provide excellent customer service to internal and external clients by demonstrating expertise, thoroughness, thoughtfulness, politeness and enthusiasm, • Ensure customer service surveys maintain the rating level designated by management, • Communicate with all parties involved in the transaction to keep them informed of file status, • Review and analyze all necessary documentation, including borrower docs and third-party docs, • Follow policies while analyzing applicant information, property and documentation, • Comprehensive understanding of credit underwriting guidelines, • Must be flexible and able to work in a fast paced, potentially stressful environment, • As 100% of the work opportunities are onsite, in person attendance is required Requirements: • 5+ years of current Loan Processing experience, • Knowledge of processing, underwriting and closing procedures, • Excellent customer service and direct customer contact, • Excellent communication skills (verbal and written), • Detail oriented and excellent organizational skills, • Able to prioritize multiple competing tasks and manage time effectively in a fast-paced environment, • Problem-solver with strong analytical skills, • Adheres to directives, procedures and standards, • Handling sensitive or confidential information in a controlled environment, • Ability to work in a paperless environment, • Computer proficiency including Microsoft Office Product Suite, • Candidates must be available to work outside of normal business hours when necessary, • We expect and require in‑person collaboration with team members and leadership, • Participation in on‑site meetings, briefings, and workflow coordination, • Access to on‑site systems, equipment, or materials, • On‑site supervision, training, or mentoring, • Real‑time issue resolution requiring physical presence

A growing asset management firm in Dallas is seeking an exceptional Executive Assistant to support senior leadership, including a firm founder. This is a highly confidential, temp (4-6 months) opportunity with the potential to direct hire. The role supports senior leadership in a fast-paced, evolving environment and requires exceptional organization, discretion, and the ability to manage competing priorities with confidence. Responsibilities: • Provide comprehensive administrative support to senior executives, • Manage calendars, meetings, and scheduling across multiple priorities, • Coordinate travel and handle expense reporting, • Support daily operational and administrative needs as they arise, • Serve as a reliable, proactive partner to leadership Requirements: • Several years of experience supporting executives in a professional setting, • Highly organized, detail-oriented, and able to work independently, • Comfortable in a fast-moving environment with shifting priorities, • Strong communication skills and sound judgment, • Discreet, polished, and dependable Additional Details: • Onsite role in Dallas, TX, • Standard business hours with some flexibility, • Interview process will move quickly for qualified candidates Please submit your resume in Word format for immediate consideration! You can use to collect and manage your references for free and share them with us or anyone else you choose. Candidates with references are always preferred by our clients. Now is the most important time to stand out from the crowd. We suggest that you ensure you have updated your LinkedIn profile and that you start collecting your references early.

Performs research and analysis in budgeting, financial trends, performance measures, and forecast information.Determines and devises data survey collection, research techniques, data interpretation, and analytical methodology to use for analysis purposes.Uses statistical and financial principles and

Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the developm

Executive & Personal Assistant Boutique Wealth Management Firm Dallas, TX Successful boutique wealth management firm in Dallas seeks a highly organized Executive & Personal Assistant to support its Founder and CEO. This trusted role blends executive support with meaningful personal logistics and is ideal for someone who enjoys anticipating needs and helping an executive’s world run smoothly. What You’ll Do • Manage complex calendars, travel planning, and day-to-day scheduling, • Coordinate personal logistics such as appointments, travel changes, and related needs, • Help manage vendors and logistics across multiple residences, • Assist with meeting follow-up and general administrative coordination, • Serve as a dependable partner supporting the Founder and CEO What’s Offered • Competitive salary ($75K–$85K) plus benefits, • Direct support of firm leadership, • Boutique firm environment, • In-office role in Dallas What You Bring • Bachelor’s Degree, • 3+ years supporting a senior executive, • Strong organization and proactive problem-solving, • Service-oriented mindset and excellent discretion, • Thrives supporting both business and personal logistics

Executive Assistant to Senior Leadership (Multi-Executive Support) 📍 Dallas, TX (Onsite) A highly reputable Dallas-based investment firm has partnered with our team on a confidential search for a senior-level Executive Assistant to support multiple Partners in a fast-paced, deal-driven environment. This is a high-visibility, high-impact role where you will operate as a true business partner — owning workflows, managing competing priorities, and removing administrative friction at the highest level. The Opportunity This is not a traditional EA role. The right candidate will step into a high-ownership environment where speed, judgment, and execution are critical. You will support three senior executives with dynamic schedules and shifting priorities, acting as both a gatekeeper and strategic coordinator across their day-to-day operations. Key Responsibilities • Manage complex, ever-changing calendars across multiple executives, • Coordinate domestic travel with frequent last-minute adjustments, • Own expense reporting, receipts, and reimbursements end-to-end, • Proactively troubleshoot scheduling conflicts and travel disruptions, • Execute tasks with full ownership and zero drop-off in follow-through, • Provide light personal support (errands, logistics, coordination), • Assist with ad hoc office needs and team support, • Serve as a true prioritization partner to leadership What We’re Looking For Must-Have Experience: • ~10+ years of Executive Assistant experience (flexible for exceptional candidates), • Proven track record supporting multiple senior executives simultaneously, • Experience in fast-paced, high-demand environments (e.g., finance, deal-driven, entrepreneurial), • Strong tenure in previous roles and demonstrated reliability, • Exceptional attention to detail and follow-through Preferred Background: • Exposure to private equity, investment firms, or similar industries, • Experience coordinating complex or non-traditional travel, • Bachelor’s degree preferred Key Traits for Success • High EQ and strong situational awareness — able to “read the room”, • Direct, adaptable, and resilient under pressure, • Resourceful problem solver with a figure-it-out mentality, • Naturally proactive with strong judgment, • Comfortable in a direct, fast-moving, non-corporate culture, • No task too small mindset Work Environment • Fast-paced, deal-oriented environment with tight timelines, • High expectations paired with strong team camaraderie, • Casual, direct communication style, • Onsite role with flexibility required outside standard hours when needed Compensation & Benefits • Base salary targeting $120K (DOE), • Bonus opportunity (10%), • Comprehensive benefits package including medical, dental, and vision (100% covered for employee only) Additional Details • High-priority, urgent search, • Streamlined interview process (1–2 rounds), • Background, credit, and education verification required Why This Role Stands Out This is an opportunity to step into a true right-hand role where your ability to anticipate needs, drive execution, and operate with urgency will directly impact senior leadership effectiveness. If you are a high-caliber Executive Assistant who thrives in fast-moving environments and takes pride in owning your work from start to finish, we’d welcome a confidential conversation.

We are seeking a legal assistant, paralegal, or legal secretary to join our Dallas law firm and support attorney billing and time review. This role is ideal for: • Paralegals, • Legal assistants, • Legal secretaries, • Law firm billing coordinators or billing specialists This is not a traditional accounting role. It is designed for legal support professionals with law firm experience who are interested in transitioning into legal billing and timekeeping, as well as experienced legal billing professionals. In this role, you will work closely with attorneys and legal staff to ensure accurate, compliant, and timely billing in a fast-paced law firm environment. Responsibilities: • Prepare and distribute monthly prebills to assigned attorneys, • Maintain and track monthly prebill status; follow up to ensure timely completion, • Review, edit, and finalize prebills in collaboration with timekeepers, • Edit invoices to ensure compliance with client billing guidelines and litigation management requirements, • Identify non-compliant time entries and work directly with timekeepers to revise narratives as needed, • Upload invoices to various electronic billing platforms, • Analyze billing reductions, denials, and rejections from clients, • Draft well-supported appeals of billing reductions, • Submit appeals through e-billing platforms and monitor outcomes, • Track recurring reduction trends and proactively address compliance issues, • Research and respond to billing-related inquiries and resolve billing issues, • Maintain organized documentation of billing adjustments and appeals, • Assist with month-end billing deadlines and reporting, • Assist with special projects and perform other related duties as assigned Requirements: • Prior experience in a law firm as a billing coordinator, billing specialist, legal assistant, paralegal, or legal secretary, • Strong knowledge of legal terminology and litigation workflows, • Proficiency in Microsoft Excel, Word, and the Microsoft Office Suite, • Excellent written communication skills, • Strong analytical and problem-solving abilities, • Exceptional attention to detail and ability to follow instructions thoroughly, • Ability to multitask, prioritize, and meet strict billing deadlines, • Ability to work independently while collaborating effectively with attorneys and staff, • Dependable with a high degree of professionalism and confidentiality, • Experience with electronic billing systems (e.g., CounselLink, TyMetrix, or similar platforms), • Familiarity with LEDES billing formats This position offers an opportunity to leverage your legal background while developing expertise in attorney billing, timekeeping, and client guideline compliance within a collaborative law firm environment. Job Type: Full-Time Education: High school diploma or equivalent required. DISCLAIMER: The above statements are intended to describe the general nature and level of work performed by employees assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of employees assigned to this position. Therefore, employees assigned may be required to perform additional job tasks required by a partner or their immediate supervisor. Walters, Balido & Crain is an Equal Opportunity Employer. We are committed to equal employment opportunity regardless of race, color, religion, sex, national origin, age, or any other characteristic protected by law. MUST PASS A BACKGROUND CHECK. • NO PHONE CALLS OR AGENCIES PLEASE.

Grow your career as a AML Account Closure Analyst (SAR Writing) with an innovative global bank in Irving, TX. Contract role with strong possibility of extension. Will require working a hybrid schedule 3 days onsite per week. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide. You will assist with the implementation and maintenance of new and existing Corporate Agency & Trust transactions and work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you. Contract Duration - 6 Months. • This position is responsible for performing risk and compliance reviews in coordination with the broader Anti-Money Laundering (AML) team., • The overall objective is to assist in conducting reviews to determine whether relationship exit is warranted. Responsibilities: • Assist with AML Review/investigations of account activity, • Document and report the review/investigation findings and prepare case files with the required supporting documentation, • Assist with disposing cases according to agreed upon business Service Level Agreements (SLAs), • Follow-up with additional point(s) of contact as needed to identify additional information in support of the case, • Reviewing investigative history including SAR filings to disposition account closure recommendations, • Draft written recommendations for relationship closure where appropriate, • Communicate with senior management on compliance, legal and business AML issues, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 1-5 years’ relevant experience, • Comprehensive knowledge of AML regulations preferred, • Experience in writing and preparing SARs preferred, • Proficient in MS Office, • Effective verbal and written communication skills Education: • Bachelor’s/University degree or equivalent experience

The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact

The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting.The primary function involve

About Tax Status, Inc. Tax Status, Inc. is a fast-moving, high-growth company where no two days look the same. We're looking for an exceptional Executive Assistant to serve as the right hand to our CEO — someone who thrives under pressure, anticipates needs before they arise, and operates with the highest level of discretion. The Role We are seeking an experienced Executive Assistant to provide comprehensive support to the CEO. This is a high-impact, high-trust position at the center of the organization. You will manage a dynamic and constantly evolving schedule, coordinate complex travel and logistics, and serve as a gatekeeper and key liaison on behalf of the CEO. This role is ideal for someone who is energized — not overwhelmed — by ambiguity, shifting priorities, and a fast pace. What You'll Do • Manage the CEO's calendar, scheduling, and daily priorities across multiple time zones and stakeholders, • Coordinate all travel arrangements, itineraries, and logistics end-to-end, • Prepare materials, agendas, and briefings for meetings and events, • Handle confidential and sensitive information with absolute discretion, • Serve as a trusted point of contact between the CEO and internal/external stakeholders, • Anticipate needs, solve problems proactively, and keep operations running smoothly, • Manage special projects and ad hoc requests as they arise What We're Looking For • 5+ years of experience supporting a C-suite executive, ideally a CEO or founder, • Proven ability to operate in an extremely fast-paced, high-growth environment with shifting priorities, • Exceptional organizational skills and meticulous attention to detail, • Outstanding written and verbal communication, • Sound judgment, professionalism, and the ability to handle highly confidential matters, • Resourceful, self-directed, and comfortable making decisions with incomplete information, • Proficiency with productivity and scheduling tools (Google Workspace, Slack, Microsoft Office, Zoom, etc.) Compensation & Benefits • Salary up to $120,000, commensurate with experience, • Performance-based bonus, • 401(k) plan, • Health insurance, • Hybrid work arrangement based in Uptown, Dallas, TX How to Apply If you're a proactive, detail-oriented professional who excels in high-trust environments and wants to play a pivotal role alongside a CEO, we'd love to hear from you. Apply directly through LinkedIn. Tax Status, Inc. is an equal opportunity employer.

Determines and devises data survey collection, research techniques, data interpretation, and analytical methodology to use for analysis purposes. Interviews individuals, conducts investigations, researches, and collects data and documents findings. Attends required meetings and participates in commi