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

Job Description Hi, we're Oscar. We're hiring a Senior Manager Forecasting & Planning to join our Operational Forecasting team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of health insurance company we would want for ourselves—one that behaves like a doctor in the family. About the role: You will lead a key component of Oscar's operational forecasting team. You will deliver accurate, data-driven volume and staffing projections across key business lines. You will develop and implement forecasting models, methodologies, and governance to optimize operational efficiency and financial performance. You will oversee a team of associates and partner cross-functionally with Operations, Finance, and Workforce Management to align forecasts with strategic objectives. You will drive continuous improvement in forecast accuracy, analytics capability, and stakeholder confidence through innovation and key collaborative relationships. You will report into the Senior Director, Production Resource Management. Work Location: This is a remote position, open to candidates who reside in: Dallas, Texas. You will be fully remote; however, our approach to work may adapt over time. Future models could potentially involve a hybrid presence at the hub office associated with your metro area. #LI-Remote Pay Transparency: The base pay for this role is: $129,600 - $170,100 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Manage stakeholder relationships and expectations and actively keeps them informed of the status of open/queued requests. Gathers feedback and drives improvements in the operating model, • Help package multiple analyses into a cohesive recommendation for the business, • Engage with senior leadership at various levels on matters concerning related functional areas and makes recommendations for executive decision-making, • Implement processes and practices that drive improvement in the team's execution, and works with incomplete / ambiguous information, • Drive the strategy and culture for the team to be effective and aligned with the enterprise's objectives, • Understand the use, flow, and generation of data within a complex ecosystem of business processes articulates findings to audiences with varying degrees of technical knowledge, • Manage, coaches, develops a team of high performing data analysts. Drives a positive team culture, high-quality work, accomplishments and recognition, • Help clear strategic and tactical roadblocks for the team and enable timely delivery of high-quality work products to stakeholders, • Project manages the team's analytical deliverables and ensures KPIs/SLAs are met, • Partner with Associate Director / Director in setting vision and goals for the team, • Enhance essential operational and analytical dashboards, and define the requirements to enhance them as our users' needs evolve, • Identify opportunities to create models and tools that streamline processes and overall drive efficiencies within the organization, • Compliance with all applicable laws and regulations, • 4+ years of technical work experience in forecasting and/or modeling, • 2+ years of experience in business/operations planning, • 3+ years in a client-facing role with experience managing issues with stakeholders, • 4+ years demonstrated ability to work with large datasets and distill analyses into relevant insights with a structured and systematic thought process, • 6+ years experience in SQL, with the ability to filter, aggregate, and build CTEs, or proficiency in R or Python, including experience with Pandas, for loops, and statistical tests, • 6+ years experience, including proficiency in Google Sheets or Excel skills, with ability to use VLookup, nested if statements and connected Sheets, • 4+ years experience in preparing healthcare analytics, reporting, and data management, • Experience with ticketing system (such as Jira, Appian), • 2+ years experience developing dashboards and working with Looker, or other business intelligence/data visualization tools, • 3+ years experience in verbal and written communication, of business analysis/reporting impact and requirements At Oscar, being an Equal Opportunity Employer means more than upholding discrimination-free hiring practices. It means that we cultivate an environment where people can be their most authentic selves and find both belonging and support. We're on a mission to change health care -- an experience made whole by our unique backgrounds and perspectives. Pay Transparency: Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience. Full-time employees are eligible for benefits including: medical, dental, and vision benefits, 11 paid holidays, paid sick time, paid parental leave, 401(k) plan participation, life and disability insurance, and paid wellness time and reimbursements. Artificial Intelligence (AI): Our AI Guidelines outline the acceptable use of artificial intelligence for candidates and detail how we use AI to support our recruiting efforts. Reasonable Accommodation: Oscar applicants are considered solely based on their qualifications, without regard to applicant's disability or need for accommodation. Any Oscar applicant who requires reasonable accommodations during the application process should contact the Oscar Benefits Team () to make the need for an accommodation known. California Residents: For information about our collection, use, and disclosure of applicants' personal information as well as applicants' rights over their personal information, please see our Privacy Policy.

Job Description Are you highly motivated, hard-working, and seeking to join a growth-focused consulting & engineering firm? Are you looking for a company that will invest in your development and grow your professional skills? If so, consider a career with Apex! Powered by record sales, extraordinary client retention, strategic acquisitions, and an entrepreneurial spirit, Apex Companies is one of the fastest growing engineering and environmental consulting firms in the US. We were recently recognized by the Zweig Group as one of the fastest growing firms in the AEC industry. We take pride in providing our clients with exceptional service and have earned numerous awards for project excellence. We continue to grow, and we want you to grow with us. Job Summary: Reporting to the Director of IT Operations, the role is being established to help manage the cost and budget of Technology and Innovation. The role provides operational support for supplier relationships, contract administration, and cost monitoring to ensure compliance, efficiency, and value for money. This role assists in maintaining accurate supplier and contract records, tracking performance against agreed terms, and supporting cost analysis activities. Working under guidance, the analyst contributes to supplier onboarding, contract lifecycle management, and routine financial reporting, helping the organization achieve its procurement and cost-control objectives. He or she owns and must understand contractual, commercial, and operational working relationships with vendors to ensure that contractual commitments are delivered across IT. Your Responsibilities as an IT Cost & Vendor Management Manager: Responsibility includes the alignment of Apex's supplier performance objectives and activities with sourcing strategies and plans, balancing costs, efficiencies and service quality. The establishment of working relationships based on collaboration, trust, and open communication in order to encourage co-innovation and service improvement with suppliers. The proactive engagement of suppliers is for mutual benefit to resolve operational incidents, problems, poor performance and other sources of conflict. The use of clear escalation paths for discussing and resolving issues. Strategy & Planning • Supports the organization with the management of the budgets for Technology and Innovation., • Creates an environment in which the organization and its suppliers collaborate to their mutual benefit, ensuring positive and effective working relationships are developed and maintained across the supply chain. Participating in or in some cases leading the supplier performance reviews., • Ensures that resources and tools are in place to conduct benchmarking. Reviews supplier analysis and assesses effectiveness across the supply chain., • Follows procurement strategies, standards, methods, processes, and good practices that ensure compliance with legislation, regulation, and third-party information security., • Tracking costs against budget to ensure the efficient use of resources., • Ensure that orders or contracts are placed in a timely manner to support smooth delivery of services., • Help track compliance by ensuring that Apex Companies, LLC, is appropriately licensed for all software and services used., • Understand licensing implications for renewal, growth projections, and M&A activities., • Work with the Technology Business Partners to capture, understand, and assess the business requirements for technology services, solutions, and licensing., • Collect and collate data to support collaboration and help negotiate terms and conditions to reflect the scale of requirements and encourage good performance., • Evaluate proposals based on specification and evaluation criteria, prepare acceptance documentation, and advise on contracts and service level agreements., • Actively supports and engages with experts and stakeholders to ensure continuous improvements are identified through review and benchmarking processes., • Strong understanding of terms and conditions used in the contracting of technology services and licensing., • Excellent understanding of the organization's goals and objectives., • Able to determine contractual and financial exposure and assist in negotiating contracts., • Able to participate in the development of the asset management mission, goals, and objectives., • Exceptional financial acumen, with a keen attention to detail. Borderline OCD is a plus!, • Strong commercial awareness in a technical environment., • Excellent written and oral communication skills., • Excellent interpersonal skills., • Ability to conduct and direct research into IT issues and products as required., • Ability to present ideas in business-friendly and user-friendly language., • Proven experience developing business cases and departmental budgets., • Good business judgment. Able to distinguish what is required versus what is "nice to have.", • Highly self-motivated and self-directed., • Ability to effectively prioritize and execute tasks in a dynamic environment., • Experience working in a team-oriented, collaborative environment. What we're looking for: • Bachelor's Degree and 4-6 years of relevant experience., • Experience performing GL accounting and financial reporting, • Highly organized and strong attention to detail-Independent thinker/self-motivated, • High degree of professionalism., • Excellent written and verbal communication skills, • Proficient with MS Office/Excel (PowerPoint is a plus), • Bachelor's degree in business administration, Finance, Supply Chain Management, or related field, or equivalent experience., • Company-subsidized medical and dental., • Company-paid life, short, and long-term disability., • 401k match, tuition assistance, and more., • Cross-training and the ability to work on a variety of projects., • Performance-based bonuses or other incentives., • Working with the best and brightest in the industry. Req ID: 10951 We believe in equality for all and celebrate the diversity and differences of our employees, customers, and communities. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Apex aims to make apexcos.com accessible to all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, please contact or (301) 417-0200. Likewise, feel free to reach out to us if you would like to view or discuss Apex policy related to equal employment opportunity or have any related concerns. EO/AA/VEV/Disabled Employer TO ALL RECRUITMENT AGENCIES: Apex Companies does not accept unsolicited agency resumes. Please do not forward resumes for any of our job postings to our career's sites, or to any employees of Apex Companies or affiliates. Apex Companies is not responsible for any fees related to unsolicited resumes.

All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Huntington Bank Director, Public Finance. Huntington Bank Director, Public Finance will be responsible for origination and execution of municipal bond transactions.

Assistant Director of Finance, Academic Operations. As the Assistant Director, you'll have a direct hand in the day-to-day financial and business operations of the college. The Assistant Director of Finance, Academic Operations is a key leadership role with significant supervisory responsibilities.

Strategic planning, long-range planning, and annual operating planning (AOP). Business Consulting - Finance Financial Planning And Analytics (FP&A) - Senior Manager. Strong FP&A functional background from corporate finance roles (Manager, Senior Manager, or Director level preferred).

Job Description Concord Summit Capital LLC is a premier nationwide intermediary between sponsors and providers of capital in commercial real estate transactions. CSC specializes in all asset classes, including but not limited to office, retail, land, multi-family, mixed-use, industrial, and hospitality product types. The firm provides sponsors with access to a broad range of debt and equity capital, as well as unmatched knowledge of the market and industry, to achieve the most efficient execution and results. CSC serves its clients from its headquarters in Miami and regional offices in Los Angeles, Denver, and New York. The advisory teams provide fee-based services for structured debt and equity financing. CSC matches its clients with the best capital opportunities in Wall Street and other financial markets, from $3 million to $1 billion in transaction size. CSC services its clients from engagement to underwriting, obtaining the most competitive capital available, negotiating the best possible proposal, coordinating all lenders' due diligence activities, obtaining a commitment, and successfully closing the transaction. POSITION SUMMARY As a Director, you will be a key leader responsible for originating, structuring, and executing commercial real estate debt and equity financing transactions across multiple asset classes (multifamily, office, retail, hospitality, industrial, and mixed-use properties). Leveraging an extensive network of developers, sponsors, and capital providers, you will drive revenue growth and lead business development initiatives. KEY RESPONSIBILITIES • Originate, structure, and close debt and equity transactions across a range of commercial real estate asset types, including multifamily, office, hospitality, retail, industrial, and mixed-use properties., • Develop and manage client relationships with networks of sponsors, developers, and institutional or private capital sources to understand their capital needs and deliver tailored financing solutions., • Build and maintain a robust network of capital sources, including banks, private equity funds, private lenders, hedge funds, family offices, and institutional investors., • Lead and manage the full transaction lifecycle from origination to closing, including negotiation of terms, structuring, and documentation oversight., • Lead the full transaction process, including client pitches, financial analysis, negotiation, due diligence coordination, and closing., • Collaborate with internal teams, analysts, and third-party advisors to ensure seamless execution of deals., • Build and manage a distribution network of intermediaries and strategic partners to expand access to domestic and international capital sources., • Collaborate with internal analysts and associates to oversee underwriting, financial modeling, due diligence, and preparation of investment memoranda and offering materials., • Represent Concord Summit Capital at industry events, conferences, and client engagements to enhance firm visibility and brand equity., • Demonstrable experience in commercial real estate capital markets, structured finance, or investment banking, with a track record of originating and closing debt and equity transactions across current pipelines., • Established book of business with transferable client relationships and an active network of sponsors, developers, and institutional or private capital sources., • Deep connectivity with capital providers and borrowers, spanning banks, private lenders, equity funds, family offices, and high-net-worth individuals., • Demonstrated ability to independently source, structure, negotiate, and close transactions across diverse CRE asset classes and capital structures., • Demonstrated success executing transactions across a range of CRE asset types and capital structures., • Experience with international capital raising and building global investor networks is highly desirable., • Expertise in capital markets strategy, transaction structuring, and client advisory., • Exceptional leadership in deal execution, negotiation, and relationship management with a collaborative, results-driven mindset., • Strong understanding of capital structures, financing instruments, and market dynamics., • Exceptional negotiation, communication, and relationship management skills., • Strong proficiency in financial modeling, underwriting, and market analysis., • Outstanding written, verbal, and presentation communication skills., • State Real Estate Sales Associate or Broker's license (preferred)., • Opportunity to work on high-value, complex deals - Proven track record of closing large deals, • Competitive comp splits, • Ownership potential, • Market exposure, • Strong brand/reputation, • Support (analysts, marketing, leadership access) Concord Summit Capital offers a competitive, performance-driven compensation structure designed to reward producers for origination, production, and successful transaction closings. Compensation consists of a combination of a draw (ranging from $100K to $150K), commission splits, and overrides tailored to each producer's business plan and market. BENEFITS • Comprehensive Group Medical Health Insurance (Medical, Dental, Vision), • Telehealth Services (Teledoc), • Group Term Life Insurance, • Voluntary Life/AD&D Insurance (Employee, Spouse, Child), • Accident Insurance, • Critical Illness Insurance, • Short-Term and Long-Term Disability Coverage, • Flexible Spending Account (FSA), • Health Savings Account (HSA), • 401(k) Retirement Plan, • LegalShield Legal Services, • Unlimited Paid Time Off (PTO) At Concord Summit Capital, you will be part of an entrepreneurial, high-performance culture where initiative, innovation, and relationships are highly valued. This is an opportunity to collaborate with leading professionals in structured finance and to play a key role in shaping the growth of our capital markets platform.

Director, Business Segment Finance - Global. Director of Finance North America (Controller). Director of Financial Planning and Analysis.

A leading financial services company in Dallas is seeking a Director of Financial Planning and Analysis to oversee financial initiatives and reporting.The role requires a Bachelor's degree in finance or accounting and 5-10 years of experience in financial planning analysis.Candidates should possess

Progressive accounting experience as a Controller, Assistant Controller, Accounting Manager, or Finance Director. Corporate Controller (Remote in Dallas, Texas). We are on the lookout for an experienced Corporate Controller who will be responsible for overseeing the full accounting function across m

As the Associate Director of Gross-to-Net Accounting, you will play a critical leadership role in managing, analyzing, and optimizing the end-to-end GtN process across our U. Associate Director, Gross to Net Accounting. Bachelor's degree in Accounting, Finance, or related field (Master's preferred)

Job Description About Goliath Goliath is one of the world’s largest family-owned toy and game companies, bringing fun, creativity, and innovation to millions of families globally. With operations in over 15 countries, we combine entrepreneurial agility with international reach. Our diverse portfolio includes iconic toys and games and innovative new hits that span generations and markets. As part of our continued growth, we are seeking an FP&A Director to lead and scale our financial planning efforts in the United States. About the Role We are looking for a hands-on, strategic FP&A leader to support the financial strategy and performance of our operations, drive growth, and lead the financial integration of newly acquired businesses. Reporting directly to the U.S. President and the Global CFO, this role offers significant exposure to senior leadership and a critical seat at the table as we expand our U.S. presence. This role is based in Richardson, Texas. Requirements Key Responsibilities • Own and lead the financial planning and analysis function for the U.S. market, • Act as a strategic business partner to the U.S. President, leadership team, and global CFO, • Drive forecasting, budgeting, and long-range planning aligned with business objectives, • Lead post-M&A financial integration, supporting systems, reporting, and performance alignment, • Analyse and present key financial insights to support decision making, • Build and refine models for profitability, investment cases, and scenario planning, • Excel the S&OP process and partner closely with operations, • Collaborate closely with Group Finance, Accounting and Commercial teams Who We’re Looking For You are a dynamic finance professional with a strong mix of strategic mindset and operational execution. You thrive in fast-paced environments, know how to turn data into decisions, and have a strong business sense. Core Qualifications • Experience with consumer goods, • 8–10 years of relevant experience in FP&A, corporate finance, or strategy, • Background in Big Four, investment banking, or M&A is a strong plus, • Experience in financial integration, performance management, and commercial finance, • Master’s degree in Finance, Accounting, Economics, or related field, • Strong command of financial modelling, budgeting, and scenario analysis, • Very proficient in Excel; experience with ERP and BI tools, • Excellent communication and presentation skills You must be based in the Dallas-Fort Worth area (or willing to move there over time) and authorized to work in the United States. Benefits What You Can Expect from Goliath • A high-impact finance leadership role in a growing global business, • You’ll work in a company that happens to sell fun, but expects sharp thinking and strong execution, • Direct involvement in strategic initiatives and M&A integration, • A flat, entrepreneurial organization where you can make a difference, • A collaborative, international culture that values ownership and initiative, • Competitive salary and benefits

Job DescriptionHead of / Director of Partnerships job opening, Hybrid remote USA, where you will be the architect and relationship builder driving the firm’s most strategic alliances. You’ll identify, develop, and manage partnerships with family offices, private banks, institutional investors, DeFi protocols, and high-growth technology ventures, creating synergistic opportunities that enhance AUM growth and expand the firm’s market influence. Key Responsibilities * Develop and execute a global partnership strategy aligned with the Group’s mission, growth targets, and investment frameworks. * Cultivate and manage high-value relationships with institutional investors, digital asset funds, and key ecosystem partners. * Structure partnership agreements that drive mutual value across trading, AI, and digital asset initiatives. * Collaborate cross-functionally with Product, Investment, Marketing, and Technology teams to ensure partner integration and success. * Represent the company at select global events, conferences, and summits, promoting the brand’s authority in AI, Web3, and DeFi. * Lead a small, high-impact team responsible for partnership operations, analytics, and communications. Ideal Background * 10+ years in partnerships, business development, investor relations, or strategic alliances within financial services, fintech, or digital assets. * Deep understanding of crypto, blockchain, DeFi, or digital wealth platforms. * A proven track record of building and closing high-value partnership deals (>$50 million+). * Excellent network across family offices, venture funds, or institutional investors. * Entrepreneurial mindset with a bias for execution, growth, and measurable outcomes. * Confident communicator able to translate technical innovation into commercial impact. Why Join You’ll be joining one of the world’s fastest-growing digital investment ecosystems at a pivotal stage of expansion — with the autonomy to shape global partnerships, influence growth strategy, and contribute directly to a $100B+ AUM trajectory. • Competitive base salary $150,000–$225,000 depending on experience, • Performance bonus 20–40%, plus potential token / equity participation, • Health, dental, and vision coverage, • 401(k) with employer match, • Remote work flexibility + travel budget for team events, • Professional development and conference support This is more than a job; it’s a chance to co-create the future of digital finance and long-term wealth creation.

Job Description Join Curis Functional Health Curis Functional Health is a fast-growing, Dallas-based healthcare company revolutionizing care through a multidisciplinary model that integrates chiropractic, mental health, nutrition, and women’s health services. With 50+ clinics across several states, our mission is to help patients heal and thrive through whole-person care. Recognized on the Inc. 5000 and as one of the Top 50 Fastest Growing Companies in DFW. Position Overview Curis is seeking a Director of De Novo Clinic Development and Market Opening to lead and execute the opening of new Integrated Care Clinics (chiropractic, mental health, nutrition, women’s health). This is a player-coach role: you will oversee a small team of Clinic Opening Managers while personally driving market assessments, provider and staff recruiting, pre-launch marketing, training, operational setup, and launch execution. Key Responsibilities: Leadership and Team Development: · Lead and mentor Clinic Opening Managers and project specialists. · Build standardized opening playbooks, processes, checklists, and reporting dashboards. · Manage budgets, timelines, vendor relationships, and cross-functional alignment Market Assessment & Site Selection * Conduct market assessments to identify viable geographic areas for new clinics, including demographic trends, competitive landscape, payer mix, referral patterns, and demand indicators. * Perform site visits, validate layout feasibility, and provide operational recommendations. * Partner with real estate and finance on business case approval for new locations. End-to-End Clinic Launch Management * Lead the full lifecycle of clinic openings from site selection approval through opening and hand off to Regional Managers * Own and manage a detailed launch project plan outlining critical path items, timelines, budget, and cross-functional responsibilities. * Maintain weekly status tracking and proactively identify risks and mitigation plans. Construction, Build-Out & Facility Setup * Collaborate with contractors, and facilities teams to ensure build-out aligns with the Integrated Care Model and brand standard, and is compliant with all clinical regulations, building codes, and operational requirements for multidisciplinary care. * Oversee procurement, delivery, and installation of equipment across all service lines, coordinate with IT and other vendors for full set up Staffing & New Clinic Readiness * Partner with Recruiting to ensure timely hiring of providers and administrative staff. * Coordinate and support training on Curis operating model incl: integrated workflows, cross-referral protocols, patient intake procedures, and brand experience, compliance etc. * Ensure all staff are oriented on day-one workflows, safety protocols, and patient experience standards. Branding, Launch Marketing & Community Activation * Collaborate with marketing team to plan pre-opening campaigns, referral outreach, social medial * Ensure all signage, branding, digital listings, and community communication reflect the integrated clinic identity. Go-Live Support & Post-Opening Stabilization * Serve on-site during the launch week to troubleshoot issues, support providers and staff, and ensure smooth patient flow across care lines. * During first 60 days conduct regular reviews to address operational gaps and ensure the clinic is operating at full readiness. * Capture learnings to continuously improve the integrated care opening playbook. Qualifications: * 7–10+ years experience in development in healthcare, wellness, or multi-unit retail, food or entertainment development. * Strong leadership experience managing teams responsible for new location openings * Demonstrated hands-on operational capability—comfortable in clinics, construction sites, and cross-functional meetings. * Expertise in project management, market assessment, and launching multi-disciplinary care environments. * Ability to travel frequently across Dallas/Fort Worth and into expansion markets. Benefits: Competitive Compensation and Comprehensive Insurance Options Opportunities for professional growth and development. Collaborative and supportive work environment. Ability to earn share options. Job Types: Full-time, Work Location: In person- Farmers Branch, TX Travel Required- As needed Ready to Join Us? If you’re ready to be part of a supportive, high skill level team that values quality care and personal growth, we’d love to meet with you. Apply today and help us reimagine the future of wellness at Curis Functional Health. Curis Functional Health provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We are an EEO employer committed to diversity.

Job DescriptionDescription: As the Director of Operations, you will be responsible for overseeing our operational cadence, enhancing service delivery tracking, and reporting, and ensuring the allocation of resources to achieve our business goals. You will collaborate with cross-functional teams to improve internal operational workflows so that teams can engage, interact, and execute easily and efficiently. Lastly, you will work together with the Chief Operating Office in driving our most strategic initiatives, fostering a culture of continuous improvement, and advancing service delivery excellence. Requirements: Key Responsibilities • Lead and optimize firm operations across departments to support service delivery, client satisfaction, and margin improvement., • Monitor business performance metrics and lead strategic initiatives to improve profitability and productivity., • Collaborate with executive leadership to implement business plans, KPIs, and operational goals., • Partner with HR, Finance, Marketing, and Technology teams to align operational strategies with firm priorities., • Ensure timely submission of weekly timecards from all delivery personnel. Create utilization dashboards and reporting., • Assist in onboarding new team members. Act as a systems and tools liaison between BBG and IT., • Working with the human resources department to create job descriptions, hire competent personnel and oversee employee training programs., • Collaborating with human resources to develop and implement staff evaluation parameters.Qualifications, • 8-12+ years of experience in operations or business management roles, preferably in a professional services or consulting environment., • Proven experience leading complex projects and cross-functional teams., • Strong business acumen with a data-driven, results-oriented approach., • Exceptional communication, organizational, and leadership skills., • Proficiency in operational tools and systems (e.g., CRM, ERP, workflow/project management tools)., • Ability to thrive in a fast-paced, client-focused, and growth-oriented environment.

Job Description Accountant Location: Farmer Branch, TX (On-Site) Reports to: Finance Director About Us: We are a rapidly growing cabinetry wholesaler that provide great products for contractors, stores, builders and remodelers. As we scale, we are seeking an Accountant to help drive financial accuracy, efficiency, and support our international growth. Job Summary: The Accountant will play a key role in managing the full-cycle accounting process, month-end close, ensuring accurate financial reporting, and handling multi-entity consolidations. This position requires expertise in account reconciliations, AR, AP, and financial statement preparation. The ideal candidate is detail-oriented, proactive, and ready to contribute to a fast-paced, globally expanding business. Key Responsibilities: • Recording Financial Transactions: Bookkeepers meticulously record all financial transactions, including income, expenses, sales, and payments., • Preparing Financial Reports: They generate various financial reports, such as income statements, balance sheets, and cash flow statements., • Reconciling Accounts: Bookkeepers reconcile bank statements, accounts payable, and accounts receivable to ensure accuracy., • Assisting with Tax Preparation: They may assist with tax payments, returns, and compliance with relevant tax laws., • Maintaining Financial Records: Bookkeepers organize and maintain the business's financial records, ensuring their accuracy and accessibility., • Data Entry and Management: They perform data entry tasks, update spreadsheets, and manage financial data within accounting software., • Payroll Processing: In some cases, bookkeepers are responsible for processing payroll and related tasks., • Working with Accountants: Bookkeepers may collaborate with accountants to ensure accuracy, compliance, and financial analysis., • Basic Administrative Tasks: Bookkeepers may also handle basic administrative tasks within the accounting department. Qualifications: * • Bachelor’s degree in Accounting, Finance, or a related field., • 2+ years of accounting experience, preferably in a multi-entity environment., • Strong knowledge of GAAP and financial reporting requirements., • Experience managing full-cycle close, reconciliations, AR, and AP., • Proficiency in accounting software and advanced Microsoft Excel skills., • Experience in eCommerce, retail, or consumer goods industries is a plus., • Exposure to international accounting and foreign currency transactions is a plus., • Strong analytical skills, attention to detail, and ability to meet deadlines., • Excellent communication and organizational skills. Benefits: • 401(k), • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Vision insurance Supplemental Pay: • Yearly bonus

Job Description Contingent Assets is looking for a controller with manufacturing experience. This candidate will oversee accounting and finance while working with intercompany teams. This position requires someone who can handle standard accounting, financial reporting, analysis, work directly with senior management & oversee monthly financial close. The ideal candidate is someone with cost accounting and Inventory experience. This role is located between Dallas & Fort Worth - You must work in office. Candidate Requirements: • Controller, Accounting Director Level Experience, • Cost Accounting, Inventory Audit Experience, • Manufacturing Experience, International Manufacturing, • Manufacturing Operations Experience (Required), • Internal Controls, Implement Procedures For Cost/Manufacturing Tracking, • Financial Reporting, KPI, Dash Boards, • Manage Audits With Outside Firm, • HR Oversight Experience (Preferred), • Manufacturing ERP, IT Experience (Preferred), • CPA (Preferred), • MBA (Preferred), • B.S. Accounting, • 10 Years Experience Please send your resume if you would like to be considered for this role. Company DescriptionContingent Assets is a recruiting firm that helps employers and job seekers connect with their next team. We provide a personalized service to each employer and job seeker, tailoring the recruitment process to fit their specific needs.Contingent Assets is a recruiting firm that helps employers and job seekers connect with their next team. We provide a personalized service to each employer and job seeker, tailoring the recruitment process to fit their specific needs.

Job DescriptionAbout DECA Dental DECA Dental is a leading dental support organization committed to creating healthier smiles and better patient experiences across a rapidly growing network of practices. With a culture centered on excellence, collaboration, and continuous improvement, we empower our team members to make a meaningful impact every day. Position Summary The Director of FP&A will lead all aspects of DECA Dental’s corporate financial planning, consolidation, budgeting, forecasting, and reporting processes. This individual will serve as a key strategic partner to the CFO, executive leadership, and Board of Directors—providing analytical insight, financial discipline, and forward-looking guidance to support the company’s continued growth and value creation. The successful candidate will oversee corporate overhead budgeting, long-range planning, and financial consolidation across all divisions, driving rigor, transparency, and strategic alignment in financial performance management. Key ResponsibilitiesCorporate FP&A Leadership · Lead the corporate financial planning, consolidation, and forecasting processes, ensuring accuracy and timeliness across the enterprise. · Manage the annual operating plan (AOP) and long-range plan (LRP) processes, partnering with functional leaders to translate strategic objectives into actionable financial targets. · Consolidate and analyze company-wide results, integrating inputs from clinical, field, and support center teams. · Oversee monthly corporate and consolidated reporting packages, including variance analysis, executive summaries, and commentary for leadership and the Board of Directors. Budgeting & Forecasting · Own the corporate overhead budgeting process, ensuring alignment with organizational goals and efficiency initiatives. · Develop rolling forecasts that incorporate key business drivers, emerging trends, and scenario-based analysis. · Provide executive leadership with clear visibility into budget-to-actual performance and identify actionable insights to improve profitability and cash flow. Board & Investor Reporting · Prepare and deliver monthly and quarterly financial presentations for the CEO, CFO, and Board of Directors. · Partner with the CFO to create materials supporting strategic discussions with investors, lenders, and external stakeholders. · Ensure a high standard of accuracy, clarity, and storytelling in financial communications. Strategic Analysis & Process Improvement · Drive cross-functional alignment on key performance indicators and ensure consistent financial reporting across all entities. · Enhance forecasting tools, models, and systems to support data-driven decision-making. · Lead continuous improvement initiatives to streamline financial processes and strengthen analytical capabilities across the FP&A organization. Qualifications Required: · Bachelor’s degree in Finance, Accounting, Economics, or related field · 7+ years of progressive FP&A experience, including corporate consolidation and long-range planning · Proven track record of managing budgeting, forecasting, and executive reporting in a multi-entity or multi-location environment · Advanced financial modeling and Excel skills, with strong understanding of data structures and forecasting methodologies · Exceptional analytical, strategic thinking, and communication skills · Experience preparing materials for senior executives and board-level audiences Preferred: · MBA or CPA designation · Familiarity with enterprise reporting and planning tools (e.g., Planful, Power BI, NetSuite, Adaptive Insights) · Strong leadership presence and ability to influence across functions What We Offer · Competitive compensation and benefits package · Direct exposure to executive and board-level strategy · Career growth opportunities in a fast-paced, private-equity-backed organization · Collaborative, mission-driven culture focused on operational excellence and patient care Why Join DECA Dental? As Director of FP&A, you’ll play a pivotal role in shaping DECA Dental’s financial strategy and long-term success. You’ll partner directly with the CFO and leadership team to drive visibility, accountability, and value creation across the organization helping to deliver sustainable growth and continued leadership in the dental services industry.

Job DescriptionCompany Description In the heart of Knox Street, a bold new way of life is taking shape. A revolutionary destination that will transform Dallas forever, The Knox Hotel & Residences by Auberge Collection will debut in late 2026 as the city’s most captivating new address. A tapestry of bold design envisioned by the internationally acclaimed Martin Brudnizki Design Studio, the hotel offers 140 artfully imagined guest rooms and suites, each layered with texture, glamour, and character. Additionally, 48 private, world-class luxury residences are brought to life by Chad Dorsey, one of the most acclaimed interior designers in Dallas. Hotel guests and residents alike drift between four distinctive dining and drinking venues, from an all-day salon and terrace to the magnetic hum of a hidden cocktail lounge and lively pool garden. The hotel will also feature a signature Wellbeing by Auberge concept, where skin-health rituals meet cutting-edge therapies in a convivial yet serene setting. One of the most highly anticipated hotel openings of 2026, The Knox is a legacy in the making. For more information: @theknoxauberge Job Description The Director of Sales role is the commercial leadership position and a senior leader within the Executive Committee of the hotel. This role is responsible for direct oversight of driving topline revenue performance for the business and for developing and being able to articulate the strategic business plans and revenue generating programs for the hotel to maximise returns and establish The Knox as a leading hotel in the market. This role will be responsible for delivering sales goals for all segments (Entertainment & Leisure, Business & Corporate, Group & Events) by building and deploying a high-caliber sales team with an effective sales strategy for key source markets. * Lead the annual business planning process for the hotel working with the Director of Communications, Director of Revenue Management and Director of Finance. * Be the key point of contact to communicate commercial and revenue generating strategies and action plans with the hotel ownership group. * Responsible for driving top line revenues in all sales segments - leisure, group, corporate and catering. * Responsible for development and deployment for all trade and B2B marketing strategies. * Provide strategic oversight of sales managers to ensure targets are being achieved. * Understand market trends, create demand generation, find ways to shift market share and work closely with revenue management. * Develop and implement a business plan together with the Director of Revenue and the Director of Communications and manage the annual sales budget to ensure hotel is achieving revenue targets. * Develop and manage key strategies for all disciplines and create action plans for key accounts for business growth and development. * Strong understanding of Smith Travel Report (STR), Financial P&L, mix of sales, forecasting, group pace, group and catering contracts, addendums, and food/beverage spend for groups. * Work in close collaboration with the Global Sales teams. * Co-Develop sales goals for all managers. * Guide sales team on travel and sales activities. * Be available to meet clients, both corporate and social, any day of the week, by scheduling site inspections and meeting with walk-in prospective clients to show and describe rooms and services. * Meet or exceed quarterly and annual sales goals by ensuring repeat business through positive customer relationship management and prospecting for new business. * Work closely with Auberge Resorts Global Sales team worldwide to optimise activation of brand opportunities. * Develop new accounts in the corporate group business segment from within assigned sales territory. * Guide the team and take full responsibility to plan and execute on all aspects of B2B marketing in support of sales activities, ensuring coordination with the Director of Marketing. Qualifications * 5+ years of work experience as a Director of Sales within luxury hospitality. * Hotel opening experience in a senior leadership role. * Experience building teams to successfully launch in an urban market for a global luxury brand. * Strong aptitude in financial management, financial reports, and analysis. * Bachelor’s Degree or equivalent, ideally in Hotel Management, Business or a combination. * Demonstrated track record of strong attention to detail and good communication skills. * Ability to travel when needed to attend key client events. Additional Information Auberge Collection is a portfolio of extraordinary hotels, resorts, residences and private clubs. While each property is unique, all share a crafted approach to luxury and bring the soul of the locale to life through captivating design, exceptional cuisine, innovative spas and gracious yet unobtrusive service. With 30 one-of-a-kind hotels and resorts, Auberge invites guests to create unforgettable stories in some of the world’s most desirable destinations. Our mission is to be the most inspiring collection of one-of-a-kind luxury properties and experiences in the world. We are best-loved because we are intimate, stylish, soulful and deeply personal. For more information: auberge.com. Connect with Auberge Collection on Instagram, TikTok, Facebook, Threads, and LinkedIn @Auberge and #AlwaysAuberge

Job Description Job Title: Conflicts Analyst Location: Dallas, TX 75201 Salary/Payrate: Commensurate with experience + AWESOME benefits!!! Work Environment: On-site Term: Permanent / Fulltime Bachelor’s degree required: PREFERRED Referral Fee: AMS will pay $500 should the person you refer gets hired This opportunity at our Law Firm client is open for Litigation Paralegals, Corporate Paralegals or Conflicts Analysts who are seeking to grow their career in the compliance field. JOB DESCRIPTION #LI-GP1 This role contributes to our client’s efforts to respond to client requirements and inquiries. The Analyst prepares responses to clients’ auditor inquiries; manages the documentation of client agreements (e.g., outside counsel guidelines; master service agreements), and coordinates responses to clients’ third-party vendor assessments and compliance surveys. The Analyst reports to the Client Compliance Manager and works across offices directly with attorneys and staff to coordinate the gathering and recording of information. The analyst accomplishes these responsibilities by developing a comprehensive understanding of Our client’s policies and procedures as well as a basic understanding of legal matter lifecycle. The Analyst assists with the implementation of automated workflows and the development of digital libraries utilizing software such as Intapp and iManage. The role requires a familiarity with several administrative functions, including billing, financial services, and new matter services. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Utilizes IntApp to manage the lifecycle of an audit letter response which includes but is not limited to distributing timekeeper surveys; reviewing timekeeper responses; drafting audit response letters; coordinating required approvals; and filing finalized letters and supporting documentation in the Firm’s document management system., • Monitors the audit letter queue in IntApp for audit requests across the Firm; serves as a resource to Office-Based audit letter personnel; trains and develops Office-Based support personnel as requested., • Analyzes documents submitted into IntApp Terms for Business (IntApp Terms) and determines which documents require further review; Conducts a preliminary review of client agreements by highlighting key terminology; escalates provisions needing further review as needed., • Manages IntApp Terms by recording finalized versions of client agreement and tagging relevant provisions; Coordinates with attorneys and staff to confirm client agreement to proposed revisions; assists with preparation of reports covering trends and common provisions across outside counsel guidelines., • Assists with the development and maintenance of a response bank for clients’ third-party vendor assessments and compliance surveys., • Performs various duties and special projects as assigned by the Client Compliance Manager, Associate Director of Client Compliance, and/or Firm Director of Client Services. EDUCATIONAL/JOB EXPERIENCE REQUIREMENTS: • Bachelor’s degree preferred., • A minimum of two (2) years of experience at large law firms working within Conflicts/New Matter Services preferred., • Position is well suited for individuals with a well-rounded understanding of legal administration, including matter lifecycle and billing/finance., • Experience with Microsoft Office suite required., • Experience with Intapp software solutions or another automated workflow is strongly preferred., • Experience with Document Management Systems (DMS), specifically iManage, preferred. ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES: • Strong organizational skills., • Strong attention to detail., • Good judgment., • Strong interpersonal communication skills., • Strong analytical and problem-solving skills., • Able to work harmoniously and effectively with others., • Able to preserve confidentiality and exercise discretion., • Able to work under pressure., • Able to manage multiple projects with competing deadlines and priorities.

Cross-functional collaboration with HR functional areas (Talent Acquisition, HR Business Partners, Total Rewards and HRIS), payroll and finance to deliver best-in-class HR support. The Director of HR Operations will play a pivotal role in supporting, scaling and optimizing the Sonida Senior Living H

Job Description Job Title: Director of Finance Department: Finance FLSA Status: Exempt Overview: Symbiotic Services is seeking a Director of Finance to support the operations of a leading furniture manufacturing organization. Reporting directly to the CFO and working closely with executive leadership, this individual will play a pivotal role in financial strategy, planning, and analysis to drive operational and financial excellence. Primary Responsibilities: • Lead monthly, quarterly, and annual financial reporting including forecasting, budgeting, board presentations, and performance metrics, • Provide detailed financial modeling and variance analysis related to budget and forecast, • Support pricing and costing functions, ensuring up-to-date and accurate financial data (BOMs), • Perform capital investment analysis using tools like NPV and IRR, • Develop, track, and present KPIs to key stakeholders, • Create and manage complex financial models to evaluate strategic initiatives and operational strategies, • Utilize statistical and predictive modeling to identify business opportunities and drive profitability Knowledge, Skills & Experience: • Proven experience as a finance leader with a strong track record in both strategic and operational roles, • Advanced quantitative and analytical skills with attention to detail, • Expert in Excel modeling and dashboard creation, • Proficient with ERP systems and financial planning tools, • Ability to manage multiple projects in a fast-paced environment, • Strong leadership, supervisory, and communication skills, • Self-motivated, results-driven, and collaborative team player Minimum Qualifications: • Bachelor’s degree in Finance or Economics (Master’s degree preferred), • 15+ years of progressive finance experience, with at least 5 years in leadership roles, • Financial planning and operational improvement expertise, • Minimum of 5 years of experience in the furniture industry, • Proficient in MS Office, Oracle Suite, and business intelligence tools, • Experience with Power BI and Hyperion is a plus

Job Description Data Center Site Selection Director / VP - Dallas, TX This opportunity is working directly with a leading mission-critical data center developer / wholesaler / Colo provider. This company provides turnkey data center solutions custom-fit to the requirements of their client's ever-changing mission-critical facility's operational needs. They accomplish this by providing reliability of mission-critical facilities for many of the world's largest organizations (Hyperscale and Enterprise Customers). This opportunity provides a career-growth minded role with exciting projects with leading-edge technology and innovation as well as competitive salaries and benefits. We are looking for a Data Center Site Selection Director / Vice President to support critical facility construction projects. In this role, you will manage the site selection process for our client, a prominent data center company to include: greenfield, brownfield, retrofit or expansion of existing facilities, and M&A opportunities. You and your team will focus on the preliminary vetting of sites through to the planning and development stage, with an emphasis on creation of initial budgets, all required project approvals, preliminary design, and schedules to get each project to a shovel ready state. Responsibilities: • Prepare and review the scope specified within the proposal to ensure it includes appropriate scope, • Experience with vetting of sites to include brownfield, greenfield, facility expansion / retrofit as well as M&A opportunities, • Handle site acquisition process to include zoning, power utilities, municipality concerns and other pertaining regulations., • Review the labor rates to ensure accordance to the contract specifications and check labor productivity to ensure hours allotted are appropriate to minimize working restrictions, overtime, etc., • Prepare and review the material pricing and validate against other pricing references, acquire material quotes when possible, • Prepare and review pre-purchased material or equipment and/or equipment rental rates against fair and reasonable pricing references, • Review contractor mark-ups to ensure that the correct mark-ups are being used and that any mark-up caps are not exceeded, • Assist in sales strategy for proposals, • Interface with Project Managers regarding project requirements, • Will participate in the negotiation meeting with subcontractors, • Develop cost estimates from the engineering drawings; proactively identify deficiencies and/or questions; and actively assist the project team toward the answers, • Prepare and review material take-offs from contract documents and drawings, • Prepare conceptual and cost study estimates from preliminary sketches, • Accumulate, evaluate and document historical cost data for the development of future estimates, • 5-12 years of experience in performing Cost Estimates, Reviewing Contractor's Price and Cost Proposals for major engineering and construction projects, • Bachelor's degree in Construction Management or equivalent, • Experience in Site Selection / Land Acquisition process a must, • Excellent communication skills to present information to executive team, operations, engineering and finance, • In-depth knowledge of data center infrastructure and design is highly preferred; complex commercial development experience is required, • MS Office Skills to include: Word, Excel, Outlook, PowerPoint, Visio, • Experience with Construction Design / Estimation Software (Timberline, Bluebeam, Procore, P6) After applying, if you have further questions, you may call 973-895-5200 and ask for Iggy. You can also submit via our career portal and take a look at other Critical Facility openings we are working on at, If this job is not for you, feel free to forward this along. WE PAY FOR REFERRALS!! Company offers competitive salaries and benefits package including medical insurance, a 401(k) plan EOE/AA Employer M/F/D/V Pkaza LLC is a third-party employment firm. All fees assessed by Pkaza LLC will be paid by our employer that we represent and not by the candidate

Job Description About the Role We’re seeking an Associate Director of Finance & Partner Operations to help bridge the gap between branch-level operations and corporate leadership. This role combines financial support, documentation, and partner collaboration ensuring our branches have what they need to succeed while key priorities move forward without delay. You’ll support the VP of Operations and branch partners by preparing reports, managing financial documentation, coordinating compliance, and keeping initiatives aligned. This is a hands-on, detail-driven role designed for someone who thrives on clarity, accuracy, and cross-functional problem-solving. Key Responsibilities • Financial Support: Assist with branch-level reporting, P&L questions, variance tracking, and monthly documentation for review., • Partner Operations: Serve as a central liaison between corporate operations and branch partners to ensure branch-level priorities are understood and supported., • Documentation Management: Prepare and maintain contracts, permits, lease renewals, vendor agreements, and compliance records., • Project Coordination: Support financial and operational initiatives by tracking deliverables, monitoring deadlines, and reporting progress to leadership., • Vendor & Contract Support: Assist with vendor communications, billing, renewals, and administrative follow-through., • Reporting & Analysis: Prepare summary reports for the VP of Operations, surfacing issues, variances, and follow-up needs., • Experience: 5–8+ years in finance support, business administration, or operations. Distribution or multi-location business experience preferred., • Financial Acumen: Strong comfort with budgets, reporting, and reconciliations; highly detail-oriented with numbers., • Partner-Facing Skills: Ability to communicate with branch partners clearly and confidently, translating financial/operational needs into action., • Organizational Strength: Ability to manage multiple priorities with accuracy and follow-through., • Tools: Proficiency in Microsoft Excel, Word, and Outlook; ERP or project management software experience (Epicor, Monday.com) a plus., • Blend Finance + Ops: A unique opportunity to use financial skills in a broader operational role., • High-Visibility: Work directly with senior leadership and branch partners across the business., • Growth Environment: Be part of a fast-growing distribution company where your role evolves as we scale., • Hybrid Flexibility: 4 days on-site, 1 day remote each week.

Job Description ABOUT THE ROLE We are seeking an experienced Director of Finance to oversee all financial operations for a private family office with multiple business entities, real estate holdings, and international activities. This role manages the financial health of several companies and investment properties, ensuring accuracy, compliance, operational efficiency, and strategic insight for owners and senior leadership. This is a hands-on position ideal for a highly organized, detail-oriented finance leader who thrives in a multi-entity, fast-moving environment. KEY RESPONSIBILITIES Financial Management & Reporting • Oversee accounting, financial reporting, and budgeting for multiple companies and real estate properties., • Produce monthly, quarterly, and annual P&Ls, cash flow statements, and consolidated reports., • Maintain accurate general ledgers, intercompany entries, and supporting documentation across all entities., • Prepare financial presentations and summaries for owners and executives. Budgeting, Forecasting & Cash Management • Develop and manage annual budgets and long-term financial forecasts., • Monitor cash flow needs across businesses, real estate properties, and international accounts., • Provide proactive analysis to support investment decisions and operational planning. Real Estate Financial Oversight • Oversee financials for rental properties, development projects, and investment real estate., • Track property performance, operating costs, CapEx, and return metrics., • Work closely with property management on rent rolls, maintenance costs, and expense allocation. Multi-Entity Corporate Accounting • Manage financials for multiple LLCs, partnerships, and operating businesses., • Ensure proper recording of revenue, expenses, reimbursements, and owner distributions., • Maintain compliance with state, federal, and international requirements. Tax Coordination & Compliance • Coordinate with external CPA firms on tax filings (federal, state, property, and business)., • Ensure accuracy and organization of year-end financial packages and supporting schedules., • Maintain entity records, annual filings, franchise tax reports, and compliance calendars. International Operations • Support financial transactions with international subsidiaries or vendors., • Monitor FX considerations, intercompany funding, and global financial documentation. Process Improvement & Systems • Streamline accounting workflows, reporting tools, and document management systems., • Implement best practices for controls, reconciliation, approvals, and financial transparency., • Evaluate software options for accounting, bill pay, and reporting automation. Executive Support & Strategic Decision Making • Work directly with ownership on strategic financial planning and investment evaluation., • Provide clear, actionable insights regarding risks, opportunities, and scenario forecasts., • Serve as a trusted advisor to the family office and portfolio company leadership. REQUIRED QUALIFICATIONS • Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred). CPA a must., • 7+ years of multi-entity accounting or finance experience., • Strong understanding of GAAP, consolidation, and real estate accounting., • Experience managing books for multiple companies simultaneously., • Proficiency with QuickBooks, NetSuite, Sage, or other accounting platforms., • Advanced Excel skills (pivot tables, modeling, financial analysis)., • Experience working with external auditors, CPAs, or tax advisors., • High integrity, confidentiality, and professional judgment. IDEAL CANDIDATE ATTRIBUTES • Thrives in a multi-company environment with many moving parts., • Strong analytical, organizational, and communication skills., • Able to “own” the finance function without micromanagement., • Comfortable working directly with founders, executives, and international teams., • A problem-solver who continuously improves systems and processes.

Job Description We are seeking an experienced Fixed Income Manager to oversee client investment-grade bond portfolios, with a focus on municipal bonds. This role is integral to our wealth management team, and the ideal candidate will have a passion for helping clients achieve their wealth preservation goals through strategic fixed income investments. DUTIES and RESPONSIBILITIES: • Manage with discretion, client investment grade bond portfolios (primarily municipal bonds/munis), in tandem with the Managing Director of Fixed Income, • Execute bond trades with broker dealers: municipal, treasury, MBS, corporates, • Collaborate with operations personnel to ensure timely and proper trade settlement with multiple broker dealers and custodians, • Place client directed bond trades and oversee cash balances and cash movements within bond portfolios, • Assume primary due diligence responsibilities for fixed income investments across all Fixed Income sectors managed in house as well as allocated to outside asset managers. (IG, HY, taxable, tax exempt), • Develop relative value and risk/reward outlook on opportunities across the fixed income arena and report to investment team and other colleagues on such, • Coordinate and lead operational due diligence, • Prepare and present manager-specific performance, exposure and risk reports to Investment Committee and firm, • Partner and interact with the Client Advisory Team and clients, • Present views, educate and articulate strategy, • Provide updates on the market, economy and portfolio, • Research on investment ideas and wealth management strategies, • Undergraduate degree in Business, Finance, Economics, or related, • 6-12 years investment experience including fixed income portfolio management, • Experience with Bloomberg a must, • Must hold a CFA or Series 65 or Series 66 to allow for registration with the SEC as an Investment Advisory Representative or pass withing 3 months of hire, • Strong organizational skills and attention to detail to balance and prioritize projects, • Experience using Windows based software and become proficient in using other analytical and portfolio management software., • Ability to maintain confidentiality in dealing with client matters, • Strong presentation skills and communication skills, • Ability to work in a team setting, • Ability to be proactive and anticipate issues, works quickly and proactively to solve them No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees. Tolleson Wealth Management is an Equal Opportunity Employer

CANDIDATE PROFILE Education and Experience + 4-year bachelor's degree in Finance and Accounting or related major; 1 year experience in the finance and accounting or related professional area. Additional Information Job Number 25177804 Job Category Finance & Accounting Location T

Other duties as assigned by the System Director of Tax or the Tax Manager. Accounting, Finance or Business degree is required. BA/BS in Accounting or Finance is preferred.

Proficiency in Microsoft Office Applications including Advanced Excel necessary. Proficiency in Microsoft Office Applications including Advanced Excel necessary. Fairmont Dallas, located in the Arts District of downtown Dallas, offers 545 elegant guestrooms and suites, with over 73,000 square feet o

Bachelor’s degree in accounting, finance, business administration or related discipline required.

Job DescriptionDescription: GFO Home is a leading and innovative player in the new home builders' industry, dedicated to creating exceptional living spaces that exceed our customers' expectations. We pride ourselves on our commitment to quality, craftsmanship, and customer satisfaction. We are seeking a dynamic and results-driven professional to join our team as the Director of Sales. Position Overview: As the Director of Sales, you will play a pivotal role in driving the growth and success of GFO Home by leading and developing our sales team. The ideal candidate will have a proven track record of success in new home sales, a strategic mindset, and the ability to develop and maintain a high-performing team. Leadership and Team Development: • Lead and mentor the sales team to achieve and exceed sales targets., • Develop and execute strategic sales plans to achieve company objectives., • Analyze market trends, customer needs, and competitor activities to identify new opportunities., • Build and maintain strong relationships with key clients, real estate professionals, and industry partners., • Implement key performance indicators (KPIs) to measure and track the success of the sales team., • Collaborate with the finance department to develop and manage the sales budget., • Monitor and control expenses to ensure alignment with financial objectives.Requirements:, • Proven experience in a senior sales management role within the new home builders' industry., • Strong leadership and team management skills., • Excellent communication, negotiation, and interpersonal skills., • Strategic thinker with the ability to develop and execute effective sales plans., • In-depth knowledge of the real estate market and trends., • Results-oriented with a track record of meeting or exceeding sales targets., • Bachelor’s degree in business, Marketing, or a related field., • Minimum of 7 years of experience in new home sales, with 5 years in a leadership role.

Controller This Jobot Job is hosted by: Jerry Sipocz Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: Our client is a growing organization within the aviation sector, known for its commitment to operational excellence, innovation, and safety. They provide high-quality technical services that keep complex operations running smoothly and efficiently. The company fosters a hands-on, team-oriented culture where expertise is valued, new ideas are encouraged, and every employee plays a key role in supporting mission-critical work. It’s an exciting time to join a company that’s expanding rapidly and setting new standards for reliability and performance in their industry. Why join us? • Medical, dental, and vision coverage, • Paid time off and holidays, • Retirement plan, • Ongoing training and certification support Job Details Our client, a rapidly growing company in the aviation industry, is seeking a seasoned Controller/Director of Finance to lead all financial operations and guide the organization’s continued success. This is a hands-on leadership role — ideal for a CPA who thrives in a dynamic, fast-paced environment and wants to make a tangible impact on an organization’s growth trajectory. The Controller/Director of Finance will oversee accounting, budgeting, cash management, and compliance while serving as a strategic partner to executive leadership. This position plays a key role in shaping the company’s financial direction and ensuring operational excellence across all fiscal functions. Key Responsibilities Direct all aspects of financial management, including accounting operations, budgeting, forecasting, and fiscal planning. Oversee all accounting data and processes within QuickBooks, including accounts payable, payroll entries, cash receipts, and reconciliations. Monitor income, expenses, and cash flow to ensure the organization’s ongoing financial health. Prepare timely and accurate financial statements and management reports for the CEO and leadership team. Lead annual budgeting and long-term financial planning in collaboration with leadership. Ensure proper internal controls, audit readiness, and adherence to all accounting standards and state regulations. Supervise and mentor the Accounting Manager, fostering a culture of accountability and continuous improvement. Manage and verify payroll registers, tax filings, and benefit-related financial reporting. Partner cross-functionally to support operations, growth initiatives, and strategic financial decisions. Attend leadership meetings and provide insights to guide executive decision-making. Qualifications CPA required. 8+ years of progressive experience in accounting or finance. Strong command of QuickBooks and Windows-based financial systems. Proven success in managing budgets, reporting, and internal controls. Excellent communication and leadership skills with a collaborative mindset. Experience in aviation or manufacturing preferred, but not required. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Lead IPO Readiness For Hyper Growth P&C Insurance Company. Run multiple projects spanning both Finance and IT including strategic initiatives! This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $250,000 - $350,000 per year A bit about us: Our organization is seeking an experienced, dynamic, and highly motivated Director - Finance Transformation (IPO Readiness) to join our client's executive team. This is a thrilling opportunity for a seasoned professional to play a pivotal role in our company's growth and development. The ideal candidate will be responsible for leading our finance transformation initiatives, preparing the company for an Initial Public Offering (IPO), and ensuring we meet all regulatory requirements. Why join us? Lead IPO Readiness For Hyper Growth P&C Insurance Company. Run multiple projects spanning both Finance and IT including strategic initiatives! Job Details Responsibilities: As the Director - Finance Transformation (IPO Readiness), your primary responsibilities will include: 1. Leading the finance transformation strategy and execution, focusing on the readiness for an Initial Public Offering (IPO)., 2. Driving the development and implementation of efficient financial systems and processes, including a comprehensive ERP implementation., 3. Ensuring compliance with GAAP, Insurance Accounting, STAT, and Model Audit Rule regulations., 4. Overseeing financial and IT projects, ensuring they are completed on time and within budget., 5. Collaborating with cross-functional teams to drive financial performance and operational efficiency., 6. Providing strategic financial input and leadership on decision-making issues affecting the organization., 7. Managing the relationship with audit firms, insurance companies, and other financial institutions., 8. Leading, mentoring, and developing a high-performing finance team. Qualifications: The ideal candidate for the Permanent Director - Finance Transformation (IPO Readiness) position should possess the following qualifications: 1. A minimum of 10 years of experience in a senior financial managerial position, with a focus on finance transformation and IPO readiness., 2. Proven experience with GAAP, Insurance Accounting, STAT, ERP implementation, Model Audit Rule, Project Management, and IT projects., 3. A bachelor’s degree in Finance, Accounting, or a related field. An MBA or related advanced degree is preferred., 4. Certified Public Accountant (CPA) or Certified Management Accountant (CMA) designation is highly desirable., 5. Demonstrated leadership ability, team management, and interpersonal skills., 6. Excellent analytical and abstract reasoning skills, plus excellent organization skills., 7. Proven ability to work in a fast-paced, high-growth, and dynamic business environment., 8. Excellent communication skills, both verbal and written, with the ability to present complex financial information in clear and concise terms. This is a unique opportunity to join a fast-growing company at a critical point in its trajectory. The successful candidate will have the chance to shape our financial strategy and make a significant impact on our future success. If you are a driven, strategic, and results-oriented finance professional with a proven track record in finance transformation and IPO readiness, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. 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ORIX Corporation USA's Infrastructure and Public Finance Group seeks a Director to conduct credit research and underwriting in its Dallas office.

Bachelor's Degree in Accounting, Economics, or Finance. Corporate Finance & Restructuring. In FTI Consulting's Corporate Finance & Restructuring segment we focus on our clients' strategic, operational, financial and capital needs by addressing the full spectrum of financial and transactional challen

Job Description Dalfen Industrial is looking for a Vice President of Private Wealth to join the capital fundraising team based in Dallas, TX. As the Vice President of Private Wealth, you will play a crucial role in our capital fundraising efforts by conducting outreach to high-net-worth individuals and family offices. You will be responsible for driving business development initiatives and enhancing our investor relations strategy. This position requires a strategic thinker with a strong background in private equity, excellent communication skills, and a proven track record of building relationships with affluent clients. This role will report to the Managing Director of Capital Raising. Position Responsibilities • Develop and implement outreach strategies to engage high-net-worth individuals and family offices., • Conduct presentations and meetings to articulate the firm’s investment strategy and value proposition., • Build and maintain strong relationships with existing and prospective investors., • Collaborate with internal teams to ensure alignment on investor communications and marketing materials., • Monitor market trends and investor sentiment to identify new business opportunities., • Lead business development initiatives to attract new investors and increase capital commitments., • Provide exceptional investor relations support, addressing inquiries and fostering positive investor experience., • Bachelor’s degree in Finance, Business, or a related field; MBA preferred., • 7+ years of experience in private equity, capital fundraising, or investor relations, with a focus on industrial real estate., • Proven track record of successful outreach and relationship building with high-net-worth individuals and family offices., • Strong understanding of private equity structures, investment strategies, and market dynamics., • Excellent interpersonal and communication skills, both written and verbal., • Highly organized, with the ability to manage multiple projects and deadlines effectively. Dalfen Industrial is one of the largest private equity owner, operator, and developer of industrial real estate. The firm has raised multiple private equity funds, and currently manages over 55 million square feet, and has transacted on over $7.8 billion of deals. Dalfen is vertically integrated across 10 offices, offering a challenging and fast-paced work environment. Visit for more information.

Assistant Director of Finance, Academic Operations. The Assistant Director of Finance, Academic Operations is a key leadership role with significant supervisory responsibilities. In essence, you are responsible for more than just managing the numbersyou are a strategic partner who ensures the colleg

Gather and analyze financial and business information to determine credit worthiness for loans and credit products, including the identification and analysis of business models, industry, cash flow, capitalization, sensitivity and risks & mitigants. The line of business is focused on driving growth

Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.

Job Description Location: If based in NY or Dayton you will be in office. If based in Dallas or Denver you will be remote. We are looking for a Partnerships Director, Brokerage, to join a Series A financial technology organization focused on developing technology-driven programs that improve the distribution of insurance products. Broker Channel We create tailored insurance programs that empower brokers to better serve small business groups. With the platform, brokers can deliver stronger products, better economics, and an improved experience to their affinity group clients, while earning more competitive commissions. Who We’re Looking For We’re seeking thoughtful, driven teammates who want to join in redefining the insurance industry. Responsibilities • Generate pipeline and manage the sales process within the brokerage channel, • Lead opportunities from initial outreach through close, • Oversee post-sales relationships to identify additional program opportunities and ensure successful implementations, • 2+ years in insurance sales at an agency or carrier, • Strong ambition and a passion for growth - this role will play a key part in building the brokerage playbook, • Excellent communication and interpersonal skills with the ability to influence stakeholders, • Analytical mindset to interpret data and provide actionable insights, • Join a founding team of builders with backgrounds in engineering, insurance, and finance, • Compensation: $120,000 - $140,000 base + OTE, • Be one of the first 30 employees shaping the future of a venture-backed fintech startup, • Final offer depends on location, experience, and expertise

Job Description Meriton is a national team of experts driving HVAC innovation through a network of high-performing companies. From strategy and support to systems and solutions, we work behind the scenes to strengthen operations and build value—for our partners and our people. If you're looking to make an impact, we're glad you're here. At Meriton, you'll join a team that believes in big ideas, doing great work, and building careers that matter—every step of the way. Mid-Level Graphic Designer Reports to: Creative Director FLSA Status: Exempt Location: Irving, TX The Company Created in 2019, Meriton is building a portfolio of the most trusted independent brands in the world of commercial HVAC. We've invested heavily in customized software, information technology, finance and accounting, marketing, leadership development, and human resources, which can be leveraged across our portfolio companies to increase operating efficiency and generate growth. At Meriton, we're committed to a "buy and build" strategy of continuous investments that work to accelerate mutual long-term growth. That means we don't make short-term bets. We make long-term commitments. At Meriton, we partner with our portfolio companies to expand their reach, amplify their voice, and grow their market share. And just like the commitment we put into growth for our portfolio companies, we're devoted to cultivating mutual growth with our associates. Our ongoing objective is to recognize talent, respect hard work, and reward those who understand what it means to "earn it" each and every day. We're always seeking top-tier talent, creative problem solvers, and forward-thinking leaders to add to our growing team. If you're looking to join a group of people as driven as you are, let's start a conversation at . The Opportunity We are seeking a talented graphic designer to join our in-house marketing team who is excited about working across a wide variety of B2B brands, mediums, channels and project types. This is a unique opportunity to become part of a group that is passionate about great work, fortifying a brand story and cultivating thoughtful engagement for a growing company. A successful candidate will serve as an integral member of our marketing team and should possess both digital and print design experience that supports an overarching brand strategy and presence. Responsibilities • Partner with the marketing team to collaborate with and support our business partners across all internal and external marketing endeavors, stewarding their brands along the way., • Work with Marketing Managers, receiving design guidance from Creative Director to produce solutions that are on brief and increase brand integrity across the board., • Responsible for guiding all assigned digital and print projects from concept to completion, including visual content for social and digital communications channels (intranet, email campaigns, newsletters), sales collateral (brochures, catalogs, spec sheets), events, tradeshows and company functions., • Create and contribute fresh ideas, identify and implement new tools to increase marketing effectiveness., • Prioritize, organize, and navigate multiple responsibilities or projects simultaneously within in a fast-past and ever-changing environment, hitting deadlines without sacrificing quality., • Clearly and confidently present ideas in front of both internal and external audiences with a drive for innovative thinking, • Exhibit an outstanding internal customer service mindset, collaborating with local and national offices., • 5-7 years of graphic design experience in an agency setting., • BFA/BA in communication design, graphic design, marketing, or advertising., • Has a passion to craft best-in-class design solutions that elevate every communication touchpoint for the brand., • Understands importance of understanding goals and audience insights before embarking on projects., • Excels in their personal workflow, seeks out efficiencies and trends, relies on a "go-to" toolkit in a pinch., • Well-versed in design-focused projects across multiple channels in both digital and print, exhibits a strong understanding of type hierarchy, and exhibits strong retouching skills., • Successful track record of developing engaging static and animated creative solutions for targeted social media audiences within Facebook, Instagram, LinkedIn, X, etc., • Possesses high proficiency in the design and development of PowerPoint presentations, fluent in polishing existing deck content, animations and charts as well as executing scratch builds of proper templates., • Knowledge of Adobe Creative Suite of core applications (Photoshop, Illustrator, InDesign, Acrobat) as well as animation/motion applications (After Effects, Animate, Express)., • Has an entrepreneurial spirit with excellent project management and organization skills., • Proficiency within Office Suite: PPT, Word, Excel. Strategic Skills Ability to keep up with current trends in digital design, development and communication technologies as well as competitive positioning and target mindset. Passion for learning and developing new skills. Ability to understand concepts and complexity comfortably. Willing to take direction, open to change and will try anything to find solutions. Strong attention to detail in design work, a positive attitude and a collaborative personality. Operating Skills Ability to discern between tasks to determine how best to accomplish goals and organize task/people assignments to get results in a timely way. Ability to figure out processes and simplify them in order to maximize workflow. Personal and Interpersonal Ability to establish and grow relationships with customers through effective verbal and written communication. Dedicated to the needs of the customers, manufacturers and peers and has the patience to actively listen to all business partners. Able to solve problems and skillfully negotiate with a minimum of noise while managing stress. Demonstrates integrity and trust through appropriate directness and truthfulness. Ability to understand personal strengths and weaknesses, seek feedback and continuously improve skills. Behavior Skills Ability to seize opportunities and maintain a positive attitude in challenging situations. Able to pursue tasks with the drive to finish them, regardless of setbacks. Ability to make decisions on behalf of the team. Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Reasoning Ability Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mental stamina for problem solving and prioritizing multiple tasks. Environmental Requirements Will be required to work in an office environment and possibly, occasionally in the field. Physical Demands While performing the duties of this job, the employee is regularly required to use hands to operate a computer keyboard and telephone, and reach items with their hands and arms. The employee frequently is required to stand, walk, and sit. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Meriton is an Equal Opportunity Employer Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Reasonable accommodations will be made for qualified individuals with disabilities unless doing so would result in an undue hardship. Salary ranges listed are dependent upon a candidate's qualifications, experience, internal equity, and the budgeted amount for the specific role and location.

Job DescriptionEvergreen is an equal opportunity employer. We consider applicants for all positions without regard to race, color, religion, creed, gender, national origin, age, disability, marital status, or any other legally protected status. Title: Staff Training Coordinator/Secretary Reports To: Executive Director Classification: Full-Time FLSA Status: Non-Exempt JOB SUMMARY This position is responsible for ensuring that required training is conducted and documented, and assistance is given with administrative duties as needed. Provides general and limited specialized secretarial services for the Administrative Office and assists the Executive Director and/or Administrative Assistant in administering the Human Resource functions of the division office. ESSENTIAL JOB FUNCTIONS • Ensure that training courses, both Evergreen-specific and state-specific, are available, conducted, and documented in the appropriate manner., • Schedule the appropriate trainers for all training required. Conduct training directly if needed., • Assist with orientation process for new employees., • Abide by all policies, procedures, regulations, and guidelines for safety, quality assurance, and general corporate oversight., • Assist with all administrative duties for the Division as required (i.e., Human Resources, Finance, etc.)., • Complete new hire packets (including all insurance forms), workers' compensation reports, vehicle accident reports, and unemployment claim information, and forward to Home Office for processing within a required time frame., • Conduct reference checks of applicants., • Explain company benefits to employees and, when necessary, seek additional clarification., • Maintain employee files and ensure confidentiality., • Verify and maintain all employee drivers licenses and auto insurance information., • Complete all PCNs and required documentation for staff changes., • Acting Strategically: Identifies key issues and relationships relevant to achieving goals, and commits to a course of action to accomplish goals based on known and unknown variables. Develops priorities with the right balance of short and long-term considerations., • Championing Customer Needs: provides timely and professional service to both internal and external customers, is responsive to customer needs and requests, is always courteous to the customer, and considers them when making decisions., • Communicating Effectively: Share information. Listens and involves others. Conveys ideas in a manner that engages others and helps them understand and retain the message., • Delivering High-Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work for accuracy and quality. Consider the impact of work on others., • High school diploma and at least one (1) year of experience in administrative duties, including training., • Constantly moves about to coordinate work., • Regularly works in a fast-paced environment with multiple task deadlines., • Regularly moves and positions objects weighing up to 50 pounds., • Occasionally exposed to viruses and infectious conditions., • Constantly alert and observant during working hours.Reasonable accommodations may be made to enable individuals with disabilities or medical conditions to perform the essential functions. SUPERVISORY RESPONSIBILITIES • Ability to meet the public in a manner that reflects creditably upon the organization and must have the ability to deal with individual(s) served and staff in a manner that is conducive to harmony and their best efforts., • Must be adaptable and have the ability to make decisions., • May be required to attend seminar or job-related training courses., • Must have understanding, patience, and tact in dealing with individuals served, their families or advocates, and other agencies involved in providing supports for people served., • Must have the ability to maintain good working relationships with Evergreen staff and with contacts from other agencies or entities., • Must be able to prioritize work tasks., • Working knowledge of Microsoft Windows and Office applications., • Working knowledge of Google Workspace., • Must have a good driving record that meets the minimum requirements for Evergreen and reliable transportation., • Must pass a drug screen and criminal background check., • Availability for evening and weekend work may be required based on operational needs., • Will be in constant contact with staff, individuals served, their families, and other support agencies., • May vary. Usually, a general office environment; however, may be required to work in a variety of settings and environments, both indoors and outdoors.

Job DescriptionSenior Tax Manager – Future Tax Director Remote With Preference for candidates within 2–4 hours of Dallas You’ve built your technical skills. You’ve managed teams. Now you’re ready for your next move — one where you’re not just another cog in the machine but a key player in shaping the future of a firm that’s doing things differently. Our client is a modern, fast-growing CPA firm that delivers tax strategy, outsourced accounting, and year-round advisory to SMB entrepreneurs across the U.S. They’re not a traditional accounting shop, and this isn’t a traditional tax manager role. This is a high-visibility leadership seat with a clear path to Tax Director by year-end. If you’re tired of tax season chaos, chasing clients, and being siloed from strategy, this may be the opportunity that redefines your career trajectory. What You’ll Be Doing * Leading the execution of business and individual tax engagements, especially 1120S, 1065, and related 1040s. * Managing the full tax lifecycle — strategy, compliance, planning, and advisory — with support from a hybrid team, including offshore preparers. * Overseeing and evolving systems and workflows (Karbon + ProConnect). * Coaching and mentoring tax staff while holding the team accountable for performance and process. * Providing clients with strategic insight to support growth, mitigate risk, and maximize outcomes. * Building strong relationships across the accounting, finance, and wealth teams to deliver holistic planning solutions. * Acting as the internal integrator and future tax leader, bridging the gap between vision and execution. What We’re Looking For * CPA, EA or JD designation required. * 7+ years of recent public accounting experience, ideally with a mid to large-sized firm. * Deep expertise in partnership and S-Corp taxation, along with complex structures and high-net-worth individuals. * Prior experience managing a remote and overseas team. * Proven leadership ability and a high standard of operational execution. * Strong communication skills and an ability to lead with clarity, structure, and accountability. * Experience with Karbon and Intuit ProConnect is a plus. This Role Is for You If You… * Are energized by growth, systems, and leadership — not just cranking out returns. * Enjoy being part of a driven, high-performing culture that values excellence, solving complex client problems while balancing the personal lives of your staf/team with laser-like intentionality. * Prefer action and ownership over titles and red tape. * Have the maturity and humility to lead with EQ, not ego. * Want to help build something meaningful — not just work a job. Why This Matters This isn’t about slotting into a box. It’s about stepping into a firm that’s rewriting the rules of public accounting and taking a leadership role in that journey. You’ll shape process, lead people, and influence outcomes. And if you’re the right fit, you’ll step into the Tax Director seat before year’s end. Sound like a fit? Let’s talk. Apply now or reach out to one of our recruiters to discuss this role.