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Title: Financial Analyst Location: Dallas, TX Duration: 5 Months Description: Led by the Chief Information Security Officer (CISO), Technology Risk secures client against hackers and other cyber threats. We are responsible for detecting and preventing attempted cyber intrusions against the firm, helping the firm develop more secure applications and infrastructure, developing software in support of our efforts, measuring cybersecurity risk, and designing and driving implementation of cybersecurity controls. The team has global presence across the Americas, APAC, India and EMEA. Within Technology Risk, the Strategic Execution and Portfolio Management & Chief Operating Office leads the development and execution of strategic initiatives in support of the information security and cyber security program including change management, process improvement and managing audit commitments across Engineering. In addition, the team is responsible for building and scaling business operations to support a rapidly growing workforce overseeing budget and financial planning, talent management, vendor management, workforce strategy, communication, and workplace experience. Specific responsibilities may include: • Preparing and maintaining multi-year headcount and non-compensation budget reports, • Maintaining working knowledge of significant investments and forecasting assumptions to support financial planning and analysis (FP&A), • Participating in process improvement initiatives to increase efficiency and effectiveness of the FP&A process, • Responding to ad hoc requests and preparing analyses for the same, • Additional responsibilities will be based on the quarterly needs of the business and the candidate's specific skills BASIC QUALIFICATIONS:, • Bachelor's degree in accounting, Finance or other related business discipline, • At least 2 years of experience in Financial Planning and Analysis, preferably within a large, complex organization, • Advanced Excel skills, • Strong PowerPoint skills, • Strong analytical, problem-solving, and decision-making skills, • Strong coordination and organizational skills, • Ability to multi-task, meet tight deadlines and handle stressful situations, • Ability to work independently in a small team, exhibit initiative and be proactive, • Ability to organize and analyze large volumes of information, • Comfortable working in a fast-paced, high-energy environment PREFERRED QUALIFICATIONS, • Knowledge of Zero-Based Budgeting, • Experience with FP&A tooling/software (e.g., Anaplan, SAP), • Strong interpersonal and communication skills, oral as well as written, • Experience in a financial services environment

The Rates and Regulatory Financial Analyst 3 will support the finance, treasury and accounting departments and participate in various other projects as required and directed by CoServ's CFO and the Director of Finance. Receives training as directed by the CFO and Director of Finance. Bachelor's degr

The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making. We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Training & development, • Wellness resources Job Summary: We are seeking a detail-oriented and analytical Data Analyst to join our dynamic tax team. The successful candidate will play a crucial role in ensuring the accuracy and integrity of tax-related data. The Data Analyst will be responsible for collecting, organizing, and analyzing tax and financial data to support tax preparation and compliance, reporting, and strategic decision-making. Key Responsibilities: • Data Collection and Compilation:, • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports., • Ensure the completeness and accuracy of tax-related information., • Data Analysis and Interpretation:, • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications., • Tax Compliance:, • Assist in the preparation of tax returns by providing accurate and well-organized data., • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws., • Quality Assurance:, • Perform regular audits and reviews of tax data to maintain data accuracy and integrity., • Implement and maintain data quality controls to minimize errors and discrepancies., • Reporting:, • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders., • Communicate findings and insights in a clear and understandable manner., • Process Improvement:, • Identify opportunities for process improvement in tax data management and implement efficient solutions., • Obtain IRS PTIN, • Pass Background check, • Proven experience in data analysis, preferably in a tax or finance-related role., • Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL)., • Excellent attention to detail and organizational skills., • Strong communication and collaboration skills., • Ability to work under tight deadlines and manage multiple tasks simultaneously., • Professional certification such as CPA or CMA., • Familiarity with tax software and ERP systems. 3 month seasonal role with opportunity to go full time Perks: • Hourly pay + competitive bonus program, • Flexible Schedule Options, • Heath & wellness benefits, • 401K and other perks, • Corporate discount program, • Free tax preparation training and PTIN registration, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement

Job Description A growing North Texas organization is hiring a Data & Business Process Analyst to help improve reporting, workflow automation, and operational data visibility across multiple departments. This role works closely with Finance, Operations, IT, and Sales teams to improve how business data is captured, analyzed, and used for decision-making. The position is ideal for someone early in their analytics career who enjoys solving operational problems with data. The analyst will support initiatives across accounting workflows, reporting processes, and system usage improvements while helping leadership teams track performance through dashboards and KPIs. Key Responsibilities Data Analysis & Reporting • Build and maintain reports, dashboards, and recurring analytics using Excel and business intelligence tools, • Translate business questions into clear reporting and actionable insights, • Deliver reporting for finance, operations, and leadership stakeholders, • Maintain data accuracy and consistency across operational systems, • Support ad-hoc analysis requests for leadership teams, • Process Improvement & Automation, • Identify opportunities to reduce manual data entry and repetitive reporting tasks, • Improve workflows related to vendor data, invoices, and financial reporting, • Develop automation and reporting improvements within existing systems, • Create and maintain process documentation, SOPs, and data definitions, • Partner with stakeholders to improve workflows and reporting usability, • Reduction in manual data entry within finance or operational workflows, • Standardized reporting used consistently by business stakeholders, • Recurring reports automated or significantly streamlined, • Bachelor's degree or equivalent practical experience, • 2–4 years of experience in data analysis, reporting, or operational analytics, • Advanced Excel skills (formulas, data manipulation, reporting), • Experience working with operational or financial datasets, • Experience working with ERP or financial systems (NetSuite experience helpful), • Exposure to Accounts Payable workflows, vendor data, or accounting operations, • Cross-functional exposure across finance, IT, sales, and operations, • Opportunity to influence data strategy and reporting structure, • High visibility role working directly with leadership, • Opportunity to build dashboards, KPIs, and reporting infrastructure

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Company parties, • Employee discounts, • Flexible schedule, • Opportunity for advancement, • Training & development Key Responsibilities: • Data Collection and Compilation:, • Gather and compile relevant financial data from various sources, including client forms, internal systems, financial statements, and third-party reports., • Ensure the completeness and accuracy of tax-related information., • Data Analysis and Interpretation:, • Conduct thorough analysis of financial data to identify trends, anomalies, and potential tax implications., • Tax Compliance:, • Develop tax strategies for clients to optimize financial outcomes, • Ensure compliance with regulatory requirements, • Assist and provide oversight in the preparation of tax returns by providing accurate and well-organized data, • Collaborate with tax professionals to ensure compliance with local, state, and federal tax laws., • Quality Assurance:, • Perform regular audits and reviews of tax data to maintain data accuracy and integrity., • Implement and maintain data quality controls to minimize errors and discrepancies., • Conduct audit and assurance engagements, • Identify areas of improvement for internal controls and financial processes, • Reporting:, • Generate comprehensive reports summarizing tax-related data analysis for internal stakeholders., • Communicate findings and insights in a clear and understandable manner., • Process Improvement:, • Identify opportunities for process improvement in tax data management and implement efficient solutions., • Obtain IRS PTIN, • Pass Background check, • Minimum of 2 years professional experience preparing individual income tax returns in a tax office setting., • Proven experience in data analysis, preferably in a tax or finance-related role., • Proficiency in Microsoft tools and learning new software (e.g., Excel, SQL)., • Excellent attention to detail and organizational skills., • Strong communication and collaboration skills., • Ability to work under tight deadlines and manage multiple tasks simultaneously., • Professional certification such as CPA or CMA., • Familiarity with tax software and ERP systems. Full time or option to choose seasonally through April with part time off season meetings and strategy Perks: • Hourly pay + competitive bonus program, • Flexible Schedule Options, • Heath & wellness benefits, • 401K and other perks, • Corporate discount program, • Free tax preparation training and PTIN registration, • Free continuing tax education, • Enrolled Agent materials and testing reimbursement

By applying, you're joining our Financial Analyst talent network. About Mercor’s talent network Join our Financial Analyst Expert Network to connect with leading AI labs and companies seeking your expertise. What we're looking for: - Professional experience in financial modeling & forecasting,

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