Financial planning analyst jobs in Dallas, Texas - Page 2Create job alerts

Job DescriptionRelativity Archiving AnalystEmployment Type: Full-Time, ExperiencedDepartment: Information Technology CGS is seeking a Relativity Archiving Analyst, who will be responsible for vetting Relativity workspaces and file share folders and archiving or purging them. File shares will be moved to archive locations. Relativity workspaces will be archived using both Relativity ARM and a flat format which can be fully restored in Relativity or another system. CGS brings motivated, highly skilled, and creative people together to solve the government’s most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success- Collaborating with DOJ management, lead attorneys, and Section Chiefs on the disposition of data/files- Archiving older file shares- Archiving full Relativity workspaces using ARM- Archiving images, natives, text,- Archiving in flat format the metadata, coding fields, choices/tags- Documenting user interface- Documenting the archiving process for approval by the Senior IT Manager.- Evaluating and resolving any archiving issues. Qualifications- At least 3 years of hands-on experience with backend Relativity 2022 and prior.- At least 3 years of hands-on experience with archiving Relativity workspaces.- At least 3 years of hands-on experience with restoring Relativity archives workspaces.- Knowledge of Windows permissions and file transfer utilities.- Excellent written and oral communication skills required.- Experience working in a collaborative environment.- Must be a US Citizen- Must be able to obtain a Public Trust security clearance Ideally, you will also have- An undergraduate degree is strongly preferred; preferably in the computer science or management information/technology disciplines.- Experience in storage technology planning, performance capacity planning, and modeling, applications Our CommitmentContact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client’s specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we’ve been growing our government contracting portfolio, and along the way, we’ve created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation!Explore additional job opportunities with CGS on our Job Board: more information about CGS please visit or contact:Email: #CJ We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Financial Analyst, Financial Planning & Analysis. Financial Analyst, Financial Planning & Analysis at our office located in Dallas, TX. Ability to communicate complex financial data, reports, and tools, and interpret financial data for decision makers.

Financial Planning Senior Analyst Marketing Finance Operations. The Financial Planning Senior Analyst Marketing Finance Operations serves as a strategic finance partner to the Marketing organization, supporting budgeting, forecasting, and performance analysis across media spend, administrative spe

Location 1: Dallas Fort-Worth TX Location 2: Redwood City CA 2-3 days Work from Office is required Duration: 6 months contract (No extension/conversion possible) Candidate must be willing to work on our W2/Payroll.No C2C/1099 possible Responsibilities Forecasting Prepares guidance, templates, analy

Job DescriptionSalary: Company Overview Plutus Health Inc is a high-growth, tech-enabled Revenue Cycle Management company serving 1,000+ healthcare providers nationwide. Recognition & Growth • Inc 5000 honoree 2 consecutive years recognized for rapid revenue growth, • SMU Cox 100 - 3 consecutive years (fastest-growing Dallas companies), • Proven scalability: Built on proprietary technology + dedicated global teams Dual-Brand Portfolio • Plutus Health (Primary): Tech-enabled RCM outsourcing serving multi-specialty practices, behavioral health, and specialty providers across medical billing, coding, denial management, AR optimization, • Artemis ABA: Practice management SaaS platform for ABA therapy providers What Makes Us Different • Technology-first approach: Proprietary workflows, AI-powered automation, real-time analytics, • Vertical expertise: Deep specialization in behavioral health, ABA therapy, ASC billing, • Global delivery advantage: Round the clock support with cost savings, • KPI driven pricing model, • Rapid growth trajectory: Expanding client base, geographic footprint, and service capabilities Position Summary Enterprise B2B Marketing Leader driving aggressive growth strategy Report directly to CEO. Own complete marketing function for both RCM services + SaaS software. Build scalable marketing engine that accelerates pipeline growth, drives enterprise client acquisition, and positions Plutus Health as a market leader in tech-enabled RCM. CRITICAL REQUIREMENTS (Must Have) Enterprise ABM Experience • 10+ years B2B marketing leadership targeting healthcare enterprises, • Proven ABM program success with measurable pipeline, • Built and executed multi-touch ABM campaigns targeting C-suite + clinical decision-makers, • Experience with 12 month enterprise sales cycles involving 5-10 stakeholders, • Track record of 30%+ improvement in sales cycle velocity through ABM Healthcare Industry Expertise • RCM outsourcing services marketing (medical billing, coding, denial management), • Healthcare SaaS go-to-market experience (EMR/EHR, practice management, billing software), • Deep understanding of healthcare buyer personas: CFOs, CEO, PE backed board, • Experience marketing to CFOs and PE-backed healthcare organizations: Ability to create ROI-focused messaging that resonates with financial decision-makers and boards focused on EBITDA improvement, operational efficiency, and portfolio optimization, • Knowledge of HIPAA compliance in marketing operations, • Experience marketing to: Multi-specialty practices, ABA therapy providers, behavioral health clinics, PE portfolio companies Digital Marketing Mastery • HubSpot expert: Deep experience building workflows, lead scoring, attribution reporting, and marketing automation in HubSpot Marketing Hub, • Full-funnel digital strategy: SEO, SEM, LinkedIn, programmatic display, retargeting, • Marketing automation expertise (HubSpot, Marketo, Pardot), • Intent data platforms (6sense, ZoomInfo, Bombora), • Account-based advertising and personalization (Demandbase, Terminus, Mutiny) AI-Powered Marketing Innovation • Leverage AI for scale and efficiency: Experience using generative AI for content creation, personalization, campaign optimization, • Marketing automation with AI: Implementing predictive lead scoring, AI-driven email optimization, chatbots for lead qualification, dynamic website personalization, • Proven track record reducing content creation time by 40%+ while maintaining quality through AI tools Brand & Market Leadership • Trade show and event strategy: HFMA, CASP, BHB, ASCA conferences - booth design, sponsorships, ROI tracking, • Brand positioning and messaging: Competitive differentiation against market leaders, • Thought leadership programs: Whitepapers, industry reports, research studies, executive briefings, • Customer engagement: User conferences, customer advisory boards, reference programs, success stories, • Analyst relations: Engaging KLAS, Black Book, Gartner to build market credibility Execution Excellence • Built marketing function from scratch at growth-stage company ($50M-$100M revenue), • Managed marketing budgets $ 3M+ with strong ROI discipline, • Led teams of 5-10+ (internal + agencies), • Proven content creation engine: case studies, whitepapers, video, webinars STRONG PLUS (Differentiators) Industry Experience • Global delivery model marketing experience, • ABA/behavioral health/ASC market knowledge, • PE-backed healthcare company marketing experience, • Marketing engagement with healthcare CFOs, COOs, and PE portfolio company boards, • Competitive intelligence experience Technical Capabilities • HubSpot certifications (Marketing Software, Inbound, Revenue Operations), • AI marketing tools: ChatGPT, Claude, Jasper, Copy.ai, Drift AI, 6sense AI, • Predictive analytics and propensity modeling, • Marketing data warehouse architecture, • API integrations and martech stack optimization Strategic Skills • Market research and analyst relations (KLAS, Black Book, Gartger), • Key Opinion Leader (KOL) development programs, • Partner/channel marketing experience, • PE firm relationship building and portfolio company targeting KEY RESPONSIBILITIES Strategic Planning (25%) • Own revenue contribution target through marketing-sourced pipeline, • Develop integrated marketing strategy across services (Plutus) + software (Artemis), • Build ICP definitions and account selection criteria for ABM programs, • Create competitive positioning, • Design and execute tiered ABM programs, • Target named enterprise accounts with customized campaigns, • Develop CFO-focused value propositions: Create financial models, ROI calculators, and EBITDA impact analyses for PE-backed organizations Brand, Events & Market Presence (25%) • Plan and execute major healthcare conferences annually, • Target PE firm events and healthcare investment conferences: Build relationships with PE firms managing healthcare portfolios, • Launch annual customer conference, • Create customer advisory board, • Produce whitepapers annually on RCM trends, ABA therapy outcomes, industry benchmarks, CFO-focused content on revenue optimization and cost reduction, • Engage KLAS, Black Book, Gartner for vendor evaluations and rankings, • Build PR strategy and media coverage in healthcare trade publications Demand Generation (35%) • Generate marketing-qualified accounts (MQAs), • Drive company pipeline from marketing sources, • Execute LinkedIn ABM campaigns, • Build SEM strategy capturing high-intent search traffic (, • Create vertical-specific content for multi-specialty practices, behavioral health, ABA therapy, • Develop board-ready materials: Executive summaries, financial impact assessments, implementation roadmaps, • Optimize conversion funnels, • Implement AI-powered lead scoring, email optimization, and dynamic content personalization Sales Enablement & Team (15%) • Create account-specific microsites and personalized landing pages, • Develop competitive battlecards and sales presentation decks, • Build CFO-specific sales tools: ROI models, total cost of ownership analyses, payback period calculators, • Weekly pipeline reviews with sales leadership, • Recruit and manage 3-5 person team (demand gen, content, digital, operations, events), • Build real-time dashboards tracking account engagement, pipeline, revenue QUALIFICATIONS Education & Experience • Bachelor's degree in Marketing, Business, Communications (required), • MBA or healthcare-related advanced degree (strongly preferred), • 10+ years B2B healthcare marketing leadership, • 5+ years enterprise ABM program management, • 3+ years RCM or healthcare SaaS marketing, • Experience selling to CFOs and PE-backed healthcare organizations Technical Skills • HubSpot: Marketing Hub expert (workflows, lead scoring, attribution reporting), • AI Tools: Generative AI for content, predictive analytics, marketing automation, • LinkedIn Campaign Manager + Sales Navigator, • Google Analytics 4, Google Ads, Tag Manager, • ABM platforms: Demandbase, 6sense, or Terminus, • Intent data: ZoomInfo, Bombora, Clearbit, • Analytics: Tableau, Looker, or Power BI, • Financial modeling tools for ROI/TCO analysis Leadership Competencies • Data-driven decision making with metrics obsession, • Financial acumen: Ability to speak CFO language - EBITDA, cash flow, ROI, payback periods, • Cross-functional collaboration between marketing, sales, product, operations, • Healthcare expertise: RCM workflows, HIPAA, healthcare buying committees, • C-suite engagement skills: Comfortable presenting to boards and executive teams, • Execution speed: bias for action, comfortable with ambiguity, • Strategic + tactical: 3-year vision while executing daily campaigns WORKING STYLE & CULTURE FIT You'll thrive here if you: • Move fast: High-growth environment; execution speed critical, • Love data: Every decision backed by metrics; live in dashboards, • Direct communication: CEO prefers bullet points, quick decisions, minimal fluff, • Speak CFO: Comfortable translating marketing into financial impact, • Entrepreneurial: Comfortable building from ground up; minimal bureaucracy, • Results-oriented: Measured on pipeline and revenue, not activities, • Hands-on: Not afraid to build workflows yourself while managing the team WHY JOIN PLUTUS HEALTH? • Momentum: Inc 5000 + SMU Cox 100 (3 years) = proven growth trajectory, • Impact: Build marketing function from ground up at critical inflection point, • Growth Market: Healthcare RCM + ABA software both expanding rapidly, • Target Rich Environment: PE firms managing healthcare portfolio companies, • Competitive Advantage: Global delivery model + proprietary technology = cost advantage, • Leadership: Experienced operators; decisive, empowering CEO

Job Description Company Overview: Hillwood Investment Properties is a leader in acquiring and developing high-quality industrial properties with 297.6M SF across the U.S., Canada, the United Kingdom, and Europe. Hillwood pursues well-located, functional land in the path of progress and has one of the largest land banks with a capacity of over 137.4M SF for future development. Hillwood collaboratively builds successful partnerships with public and private landowners, as well as other developers, to execute and invest in a broad spectrum of industrial projects. As a privately held company, Hillwood possesses the depth of capital, market expertise, industry relationships, and a forward-thinking vision to buy and build industrial properties that meet evolving markets' logistics, distribution, and manufacturing demands. For more information on Hillwood's latest industrial availabilities across the U.S., U.K., and E.U., visit Hillwood.com. Position Summary: Hillwood Investments Properties (HIP) is seeking a Senior Operations Analyst to join its growing Operations team in Dallas, Texas. Reporting to the Vice President of Operations, this role managing incentive compensation administration, operational and financial reporting, and performance analytics across the HIP platform. It plays a key role in enhancing reporting capabilities through systems optimization, automation, and data visualization. The Senior Analyst will own and enhance compensation-related data, database, and processes, and contribute to the design and administration of incentive compensation plans aligned with HIP’s overall compensation strategy. In addition, this role partners closely with the FP&A manager to support financial planning, forecasting, and performance reporting. Building on a foundation of established tools, metrics, and systems, the Senior Analyst leads the analysis and communication of key financial and operational insights and collaborates closely with senior leadership and cross functional teams including, Accounting, Capital Markets, Regional Teams, Legal, and Acquisitions and Dispositions. Primary Responsibilities: Compensation and Incentive Administration: • Administer HIP’s incentive compensation programs, including target-based plans, Short-Term Incentive Plan (STIP), and Long-Term Incentive Plan (LTIP)., • Collaborate with Human Resources to gather and analyze market compensation data and provide market-based recommendations for internal associates and prospective new hires., • Develop, maintain, and enhance complex compensation models and standardized templates to streamline incentive calculations and payments., • Conduct compensation plan analysis to identify opportunities for improvement and recommend enhancements to plan design, policies, and administration., • Present compensation findings and recommendations to business leaders and senior management to support the creation of new positions and projected compensation., • Manage and improve HIP’s internal compensation database, including project-level STIP calculations., • Prepare reporting and analysis to support the annual compensation review process., • Calculate and distribute quarterly incentive payments., • Partner with FP&A Manager to enhance cash planning and forecasting tools for investment and corporate cash flow needs., • Analyze project-level financial performance and projections to inform decision-making and optimize financial strategies., • Coordinate with Capital Markets, Regional Investment and Development Teams, and Accounting to monitor budgeted spend relative to approvals and plan for investments requiring additional equity funding., • Work across departments to align financial data, reporting, and assumptions in support of strategic initiatives and investment decisions., • Lead the coordination and preparation of annual business level budgets., • Develop, maintain, and report on key operational and financial performance metrics, highlighting trends and variance for senior leadership., • Maintain tracking mechanisms for intercompany loans, ensuring compliance with financial protocols and obligations., • Conduct quarterly reviews of shared services cost allocations to HIP to ensure accuracy and alignment with approved costs., • Prepare detailed summaries of closed transactions and capital events, providing insights into outcomes., • Develop, update, and maintain financial models for assigned areas of responsibility., • Collaborate with Corporate IT and HIP IT resources to support automated reporting, forecasting, and performance analytics, including data visualization and warehouses., • Participate in technology initiatives aimed at improving data accuracy, accessibility, and efficiency., • Self-starter with a strong sense of ownership and accountability., • Excellent written and verbal communication skills, with the ability to synthesize input and clearly present insights to senior leaders., • Collaborative team player who works effectively across teams and departments to foster alignment and open communication., • High attention to detail, with a consistent focus on accuracy and precision., • Composed and effective under pressure in a fast paced, deadline driven environment., • Independent worker with the ability to manage work from inception through completion, delivering timely and high-quality results., • Demonstrated ability to identify process automation opportunities and apply analytical tools to increase efficiency., • Strong analytical and critical thinking skills, with the ability to evaluate data, identify trends, and draw meaningful conclusions., • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field required., • MBA or advanced degree preferred., • 3-5 years’ experience in financial planning, analytics, operations, compensation analysis, or a related finance role., • Proven experience supporting business leaders and influencing decision-making through data and analysis., • Strong working knowledge of financial reporting systems and related technology systems., • Experience with reporting, analytics, and visualization tools, including Power BI, Tableau, QuickBase, OneStream, or similar tools strongly preferred., • Python programming experience strongly preferred., • Working knowledge of data visualization, dashboard development, and database management preferred. Hillwood is committed to providing Equal Opportunity in Employment, to all applicants and employees regardless of race, color, religion, gender, age, national origin, military status, veteran status, handicap, physical or mental disability, sexual orientation, gender identity, genetic information or any other characteristic protected by law. #HIP

Job DescriptionWho We Are: At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise. We are looking for a multifaceted team member to join Emburse as a Facilities/Procurement Analyst (Office Manager), a role designed to coordinate essential facilities operations alongside critical procurement duties. In this position, you will serve as a key administrative anchor for our employees and visitors while providing high-level support to the procurement department through budget reconciliation, KPI reporting, and strategic projects. Reporting directly to the Vice President of Procurement and Facilities, you will play a vital role in maintaining our office environment and ensuring company-wide compliance for our vendors. This is a hybrid role consisting of 4 days a week in the Addison, Texas office. Eligible candidates must NOT require sponsorship now or in the futureWhat You'll Do • Organize the office layout and oversee the procurement of all necessary stationery and equipment, • Maintain the office condition by coordinating necessary repairs and liaising with vendors for cleaning, catering, and security services, • Manage contract and pricing negotiations with office vendors, service providers, and office lease holders, • Organize office procedures, update policies, and ensure all facility-related items are invoiced and paid on time, • Provide general support to visitors, assist with the onboarding process for new hires, and address internal queries regarding office management, • Assist in the planning and execution of in-house or off-site activities, including parties, celebrations, and professional conferences, • Work closely with the Facilities team to adhere to and implement facilities-related cost-savings initiatives, • Review and process Purchase Orders on a daily basis to ensure strict compliance with established Procurement policies, • Play a central role in month-end processes by analyzing and tracking facility and IT spend across all locations against the yearly budget, • Compile and track key performance indicators for facilities, procurement, and IT, providing monthly reports directly to the VP of Procurement and Facilities, • Review company travel reservations and contingent worker contracts monthly to ensure adherence to travel and procurement policies, • Collaborate with the procurement team on ad hoc projects and general initiatives to ensure company-wide policy complianceWhat You'll Bring, • 3+ years of Office Management or Facilities Management experience, • B.S. degree preferred or equivalent work experience, • Advanced Microsoft, Google, and ERP System experience, • Excellent written and verbal communication skills, • Ability to work independently and as part of a team

Job Description ABOUT US | HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people’s lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. ABOUT YOU | You have a passion for urban development and policy, strong quantitative and qualitative skills, and a deep curiosity about the challenges and opportunities facing cities today. You are excited to dive into projects that help our clients solve the difficult challenges cities face today, and to build upon your skillset and interest in real estate and economic development. THE ROLE | HR&A is seeking to hire a Research Analyst, Real Estate, to work out of our Atlanta, New York, Texas, Washington DC or Los Angeles offices. The Research Analyst role is an entry-level position for professionals with 0-2 years of professional experience. Day-to-day tasks range from project to project, and often include: * Real estate market analysis * Quantitative analysis in Excel, including real estate-focused financial analysis * Statistical analysis and econometrics * Case study research * Demographic and economic data analysis * Public policy analysis * Drafting proposals for new projects * Producing marketing materials * Crafting client deliverables in the form of written reports, memos, and PowerPoint presentations Analytic staff form the foundation of our team-oriented and collaborative structure and help to drive our data-focused approach to city building. This position offers significant opportunity for growth. HR&A consultants are often generalists but have the opportunity to specialize over time. Many of HR&A’s senior staff started as Research Analysts. EXPERIENCE REQUIRED | Successful candidates will bring strong quantitative and qualitative skills as well as a demonstrated capacity for critical thinking and creativity as well as other capabilities aligned with the role and responsibilities described above, including: * 0-2 years of full-time experience in urban planning or development, real estate finance, economics, statistics, public administration, or a similar field * Excellent written and verbal communication skills, including experience preparing written reports, presentations as well as agendas and meeting notes * Proficiency in common AI tools (i.e., LLMs like ChatGPT) and understanding of best practices for responsible use, citation and incorporation into research and other tasks * Understanding of limitations of AI tools and demonstrated ability to independently verify data and AI outputs * Demonstrated interest in using emerging AI tools to accelerate data analysis, deliverable production and other specialized methodologies * Ability to learn quickly * Open to giving and receiving feedback * Ability to successfully multi-task and manage multiple assignments at once * Superb attention to detail, delivering accurate and error-free work * Capacity for independent thinking * Self-starter * Bachelor’s degree in a related field such as Real Estate, Finance, Urban Planning, Economics, Statistics, or Public Policy preferred HYBRID WORK POLICY | HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION | The base salary range for this position is $71,800 - $79,825, plus the opportunity for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm’s growth over time through participation in our Employee Stock Ownership Plan. Each year, the firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY | HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without this requested cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR Ma1YoqlgoV

Job DescriptionAbout Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations. Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. The Role Kasa offers flexible accommodations for guests in dozens of markets nationwide. We partner with multifamily and hospitality property owners to property manage various unit types in our portfolio, including short-term rental apartments, Apart-Hotels, and traditional hotels across price and quality tiers. The Associate Director, Finance will lead our property level financial strategy, planning, operations, and partner reporting. As a senior leader, you will drive financial excellence, enabling the company to scale effectively while meeting the needs of our guests, property owners, and internal teams. The ideal candidate will bring a blend of strategic thinking, analytical rigor, and leadership expertise, along with a deep understanding of finance and accounting within the hospitality or real estate industries. About the Team Kasa is building an efficient and effective Finance and Accounting team to ensure best-in-class financial reporting and guest satisfaction. You will be joining a team with diverse backgrounds in technology, hospitality, real estate, and private equity. The team focuses on building scalable processes by being resourceful and having a growth mindset. This remote role will be part of a mission critical team, allowing for significant upward mobility within a fast-growing organization. Day in the Life of a Kasa Associate Director, Finance and Accounting Financial Strategy & Reporting • Provide strategic insights and recommendations to senior leadership through comprehensive financial analysis, including variance analysis, trend analysis, and scenario planning, • Oversee the property level month-end and year-end close processes for an +85 property portfolio, ensuring timely and accurate financial reporting for internal stakeholders and external partners, • Conduct the monthly and annual processes of consolidating financial results into Kasa stand-alone financial reports, in accordance with GAAP and USALI, • Serve as the subject matter expert on USALI and GAAP reporting requirements at the property level, opining on how to handle accounting for new requirements and business changes, • Assist the Finance Director with responsibilities impacted by portfolio and property results, including consolidated Kasa, Inc. variance explanations, • Enhance and enforce accounting policies, procedures, and controls to optimize operational efficiency and mitigate risk, • Oversee property level cash management and treasury function, • Manage Finance Managers and Property Accountants (Staff and Senior), overseeing workloads, coordinating new responsibilities, and managing project and ad hoc assignments as needed, • Serve as the escalation point for portfolio and property level issues that Finance Managers are not able to independently resolve, • Ensure the Property Finance Team complies with SOPs and best practices, including balance sheet reconciliations, • Serve as point of contact for cross-portfolio issues and questions that impact all properties (e.g. how parking expense affects the calculation of operating profit for managed properties), • Represent Finance in company-wide initiatives, providing insight into Finance implications and directing the Finance Team's support of those initiatives, • Oversee the revenue accounting function, ensuring revenue reporting accuracy across the portfolio, • Manage the Senior Revenue Accounting Analyst and partner with the Kasa Mexico Manager on managing Mexico-based resources, • Drive focus on strategic initiatives and process improvement in revenue accounting and reporting, • Lead projects related to property and portfolio level reporting and accounting, including automation and optimization initiatives, SOP implementation and documentation, and the adoption of new accounting standards, • Champion the adoption of tools, technologies, and best practices to enhance financial operations and reporting capabilities, • Partner with the accounting team to streamline reconciliations, audits, and financial record-keeping processes, • Lead the annual audit, collaborating with the audit team and Kasa team members to ensure a successful process, • Act as a thought partner to Revenue and General Managers to improve portfolio performance and financial outcomes, • Deliver insights that address guest, property owner, and operational challenges in the global accommodations marketExperience, • Bachelor's degree in Finance, Accounting, Business, or a related field; a Master's degree or professional certification (e.g., CFA, CPA) is strongly preferred, • 10+ years of proven experience in senior financial management roles, in hospitality (strongly preferred) or other real estate operating businesses, • Subject matter expert on USALI and GAAP Reporting Requirements for the hotel industry, • Exceptional leadership skills with demonstrated success in managing and scaling finance teams, • Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, ERP systems), • In-depth knowledge of financial regulations, reporting standards, and compliance requirements, • Strategic thinker with a strong ability to provide actionable insights for senior leadership, • Excellent communication and presentation skills, with a proven ability to influence key stakeholders, • Experience working in fast-paced, high-growth environments with competing prioritiesPlus If..., • You've worked remotely or managed distributed teams effectively, • You are fluent in cutting edge financial accounting tools to improve accuracy and efficiency, • You're proficient in tools like NetSuite or Google WorkspaceIn One Year, You Will Succeed at Kasa By:, • Establishing robust financial processes that enable timely and accurate reporting for all properties, meeting both internal and external deadlines, • Collaborating with the Sr. Director of Finance to strengthen controls, resolve audit findings, and minimize deficiencies, • Becoming a trusted advisor and thought leader for portfolio leaders, including Revenue and General Managers, ensuring financial goals are consistently met, • Delivering insights that address guest, property owner, and operational challenges in the global accommodations market, • Building a high-performing finance team that exemplifies Kasa's core values of efficiency, innovation, and growth Want to learn more about the Kasa experience? Save 15% on kasa.comBenefits * Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family. • The Pay: The starting base pay range for this role is between $134,000 and $154,000 and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes. The base pay range is subject to change and may be modified. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits. Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees are able to work from anywhere! * Generous Stock Option Plan: We believe the success of our business should be shared with our team. As you grow with us, we increase the opportunities for you to become part-owners of our company. * Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it's not disruptive to their work. * Health Coverage: We've invested in comprehensive health insurance options to help when you need it most, including a company-sponsored plan with fertility coverage. * 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too. * Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, home office stipend, and more! Who We Are Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. Kasa has built a hospitality operating system that fundamentally improves the profitability of hospitality assets while delivering a high-quality, digitally forward experience to guests. We partner with owners of multifamily and boutique hospitality properties to provide stylish, professionally managed accommodations to business and leisure travelers. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations! Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities. If anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt. Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need. Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here. Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team. A Note on Recruiting & Job Scams The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.

Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning. Financial Analyst) or 3-5 years (Senior Financial Analyst) of experience in financial analysis, FP&A, investment banking, consulting, or a related role. Advanced Excel skills and comfort building financial models.

Job Description About January Digital January Digital is the Marketing Leadership Company. We solve business challenges through media excellence, strategic guidance, and actionable analytics. Our agency team handles full funnel media planning, execution, and optimization while our consulting team offers true strategic leadership for building successful marketing agencies. All our work is supported with a strong foundation of data and actionable insights which ensure our clients are as successful as possible. As a company, our motto is to build a company that improves the lives of our clients, our people, and the world around us. We support this mission through a number of efforts including our WORKS program. Good Works is our philanthropy program that ensures we have an outsized impact on our surrounding communities through financial and volunteering efforts. Our Well Works program focuses on the mental, physical, and spiritual health of our employees through required minimum PTO, an annual wellness stipend, fully paid health care, fully paid counseling services, extended parental leave, and much more. Between our work and our culture, January Digital has been recognized more than 125 times, including being named a Best Place to Work by INC four times, Dallas Business Journal three times, one of Ad Age's Best Places to Work in 2025 and 2026, a 2024 NRF Partner of the Year, a seven-time INC 5000 fastest growing company, and numerous awards for our tactical and strategic excellence with innovative partners like Carhartt and Steve Madden. Our Team is AI-enabled At January Digital, we combine deep expertise, creativity, and AI innovation to deliver meaningful results. Our team advances through continuous training that keeps us and our clients ahead. We seek candidates with proven AI skills in developing and refining AI inputs, effective use of key tools, and the ability to apply AI to real business challenges. Equally important are sharp critical thinking and a commitment to using AI responsibly to create lasting impact. About the role The Senior Director, Analytics is a hands-on media analytics leader with deep retail experience who understands how media drives revenue, margin, and growth inside a retail business. This role sits at the intersection of media measurement, retail economics, and executive decision-making. We are looking for someone who has run analytics inside a retailer or retail-focused organization, speaks the language of the business, and knows how to apply rigorous measurement in fast-moving media environments. Responsibilities Media & Retail Measurement Leadership • Lead advanced media measurement across paid search, paid social, retail media networks, CTV, and upper-funnel channels., • Personally design, execute, and interpret MMM, incrementality tests (geo, holdout, synthetic control), and causal analyses tied directly to retail media decisions., • Apply first-hand retail experience to frame analytics in terms of business impact, not just methodological rigor., • Translate ambiguous business questions into measurable media hypotheses aligned to merchandising, seasonality, promotions, and inventory dynamics., • Reconcile conflicting signals across MMM, incrementality testing, and platform-reported performance., • Maintain deep knowledge of leading digital marketing platforms, including Google (Search & YouTube), Meta, Amazon / retail media networks, and CTV/video platforms., • Stay actively plugged into changes across media platforms, privacy shifts, and measurement innovation., • Define and enforce standards for test design, model assumptions, validation, documentation, and analytical readouts., • Act as a final quality gate, ensuring weak, underpowered, or misleading analyses do not reach clients., • Analyst Leadership & Development, • Lead and develop analysts through meaningful review of work—including code, models, test designs, and outputs., • Work closely with media, strategy, data engineering, and client teams to ensure analytics are integrated, trusted, and actionable across the organization., • Significant experience leading media analytics in a retail or retail-focused environment., • Hands-on experience running MMM, incrementality tests, and causal analyses tied to media investment decisions., • Strong understanding of retail business dynamics and how analytics supports growth, efficiency, and profitability., • Applied Statistical Fluency, • Working knowledge of regression, time-series analysis, Bayesian concepts, power analysis, confidence intervals, and bias—used to pressure-test and defend media measurement, not as academic theory., • Commercial & Strategic Judgment, • Leadership & Communication, • Proven ability to operate confidently with senior executives and defend analytical recommendations under scrutiny., • Demonstrated people management experience, including hiring, developing, and performance-managing analysts and managers; provides clear feedback, sets expectations, and builds high-performing analytics teams., • Competitive and equitable pay, 401k matching, and bi-annual bonus eligibility, • Flexible PTO and Half-Day Fridays, • Philanthropic Efforts and Paid Time Off to Volunteer, • Fully covered medical, dental, and vision insurance, • Annual Wellness Stipend, • Currently a hybrid work environment with stunning NYC & Dallas offices The base salary range for this role in Dallas is $155,000 to $215,000, depending on experience. Our salary ranges are based on paying competitively for our size and industry and are one part of the total compensation package that also includes a bi-annual performance bonus, free health insurance, annual wellness stipend, company 401k contribution, & more. January Digital is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions are based on qualifications, merit, and business needs, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #LI-Hybrid

Job Description Location: • We are hiring for a Functional Analyst Intern position to start in August., • Address: 800 W. Campbell Road SU23 Richardson, TX Note: online applications accepted only., • Schedule: To be determined based on class schedule and business needs., • Requirement: Senior class standing., • Pay Rate: $19.00 per hour. We Make Applying Easy! Want to apply to this job via text messaging? Text JOB to 75000 and search requisition ID number 1528514. The advertised program is a conversational recruiting assistant that helps you apply to jobs with Compass Group. Message frequency varies. Message and data rates may apply. Text STOP to opt out or HELP for help. Terms and conditions: Application Deadline: applications are accepted ongoing until all openings are filled for this position. If an applicant is declined due to the position being filled, they may still be considered for future opportunities and are always welcome to reapply. Join our campus team where you are valued and empowered to make a difference. Enjoy competitive wages, benefits, and perks like Instapay through the One @Work app. Our careers are filled with purpose and encourage learning, growth, and meaningful impact. Apply today! General Description: This analyst internship position is focused on supporting the delivery of analytics and insights to Chartwells Higher Ed’s operators at the University of Texas at Dallas surrounding food & beverage operations. You will be working closely with the leaders in the hospitality group at the University of Texas at Dallas, developing skills and competencies to understand what is needed to be successful in the world of IT support within the hospitality industry. You will gain valuable experience in the following areas: Operations, Marketing, Administration, Guest Services, Problem Resolution, Planning and Implementation of Innovation and Client Relationship Skills. The Requirements: • Interest in the IT Support industry, • Attitude of a leader, • Enjoyment of inspiring others, • Articulate, • Good to better interpersonal skills, • Enjoy building relationships, • General interest and knowledge Interest in one or more of the following: • Customer Service, • Technology Troubleshooting, • Data Analysis/Management, • Procedure Development, • Quality Assurance Job Responsibilities (May include any or all): • Project Management, • Data Analytics, • Financial Analysis, • Digital Product Management, • Operations, • Executing operational standards, • Financials, P+L, Loss Prevention, • Safety and Quality Assurance: Safe food in a safe environment, • Assuring an exceptional guest experience, • Client Relations and Contractual Commitments, • Associate learning and development, • Operational support of serving platforms, • Working in different settings: FOH, BOH, Catering, Marketing & Administration, • People management (schedules, time management), • Inventory management, • Troubleshooting various IT related issues, • Report development Functional Analyst Job duties will include: Data Analysis and Analytics: • Ensuring data accuracy & cleanliness for proper analysis., • Conducting data-driven research and generating reports., • Collecting data and analyzing using data analysis tools and techniques., • Providing recommendations and key insights to management team. Project Management: • Coordinating and managing IT projects related to Boost and other initiatives., • Setting project timelines, milestones, and deliverables., • Collaborating with cross-functional teams for project execution. Financial Analysis: • Evaluating financial data, including sales, revenue, and expenses., • Preparing and updating financial reports., • Develop forecasts and budgets, identifying risks and opportunities, • Contributing to profit and loss (P/L) management. Digital Product Management: • Assisting in the development of "Boost: Campus Food Ordering.", • Defining and prioritizing product features., • Collaborating with teams to ensure successful product rollout. Operations Management: • Overseeing revenue center operations, optimizing processes., • Monitoring operational metrics and quality assurance., • Observe food and beverage operations to better understand bottlenecks, points of friction, and identify further areas of opportunity through contextualizing the data., • Analyze and build optimal solutions around specific business needs (labor, speed of service, menu concentration)., • Working on Oracle EMS Server. Data Visualization: • Develop reporting (heat maps, dashboards, status updates) standards and formats for operator end use., • Making data more accessible through visualization tools. IT Related: • Help install and configure different point of sale systems across the campus., • Collaborate with business partners to help setup transaction systems on different workstation platforms., • Design workstation interfaces using buttons and structure their functions accordingly., • Configure menu administration platforms for mobile app services., • Help administrators and supervisors to setup necessary IT Utilities and devices to help meet their everyday needs., • Work with different digital and IT teams to help make catering and dining technological solutions seamless across campus and beyond! Learning Objectives: • Demonstrate awareness, understanding, and skills necessary to work in a diverse environment, • Experience opportunities to learn, observe, and practice a variety of experiences in the world of hospitality in addition to IT Support Required Skills: • Pursuing a Bachelor’s (or higher) degree in business analytics, computer science, statistics, economics, finance, or a related field, • Experience (work or school assignments) in at least one of the following tools:, • SQL, • Statistical software package (R strongly preferred), • data visualization (Tableau strongly preferred), • Experience in Excel modelling or school experience in financial modelling a plus, • Strong communication and presentation skills, • Can share examples of working effectively in a team environment Tools and Software used: • Microsoft Excel, • Oracle Hospitality - Reporting and Analytics, • Symphony Database – Programming and for FOH user, • BOOST Mobile Platform – Admin Panel Compass Digital, • Starship Technologies Platform This is a paid intern position; however, it is not eligible for paid time off (PTO) or benefits such as medical, dental, vision, etc. Because this position requires you to perform services in an educational facility, there may be periods when the Company does not require you to perform work (such as winter and summer breaks when food service needs decline or cease). Any such periods during which you do not perform work on the Company’s behalf may be unpaid and deemed a temporary layoff. However, depending on business needs, you may be required to work year-round, potentially at a different location during break periods. Business needs may vary from year to year. Our Commitment to Diversity and Inclusion Compass Group is an equal opportunity employer. At Compass, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. Qualified candidates must be able to perform the essential functions of this position satisfactorily with or without a reasonable accommodation. Disclaimer: this job post is not necessarily an exhaustive list of all essential responsibilities, skills, tasks, or requirements associated with this position. While this is intended to be an accurate reflection of the position posted, the Company reserves the right to modify or change the essential functions of the job based on business necessity. Certain positions may require Florida Level 2 background screening. Details: Applications are accepted on an ongoing basis. Chartwells Higher Ed maintains a drug-free workplace.

Hands-on experience with SAP Analytics Cloud (SAC) in planning, budgeting, and reporting (minimum 2 full lifecycle implementations preferred). Join McKesson's Finance team as a Sr FP&A Business Systems Analyst, driving enterprise-wide financial planning and analysis through SAP Analytics Cloud (SAC)

Contribute to the development of financial strategies that align with the organization's overall vision and its current and long-term business objectives. Develop and maintain effective relationships across functional teams to resolve financial reporting, forecasting and analysis issues.

This Jobot Job is hosted by: Mitch Hagen Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $115,000 per year A bit about us: We are a high-growth organization currently evolving our financial infrastructure to meet the demands of an expanding market. As we scale, we are transitioning from standard reporting to deep, data-driven storytelling. Our leadership views finance not just as a back-office function, but as a primary driver of strategic decision-making and operational excellence. We value precision, agility, and a proactive approach to navigating complex business landscapes. Why join us? • Architect the Function: You aren’t just filling a seat; you are building the blueprint. This is a rare opportunity to help design the models, processes, and KPIs that will define our financial future., • Strategic Visibility: You will work directly with executive leadership, providing the insights that shape our long-term trajectory and capital allocation., • High-Impact Growth: We are in a phase of rapid transformation. For a finance professional, this means a steep learning curve, high autonomy, and the chance to see your analysis turn into tangible business results., • Innovation in Finance: We leverage modern tech stacks to automate the mundane, allowing our team to focus on high-level variance analysis, forecasting, and partnership across the business. Job Details We are seeking a dynamic and experienced FP&A Analyst to join our high-performing team. This is an exciting opportunity for an individual with a strong financial planning and analysis background to make a significant impact on the future of our company. The successful candidate will be responsible for providing financial insights and recommendations to our sales and leadership teams, driving business strategy and performance. This role will require a high level of financial modeling and advanced Excel skills. Responsibilities: 1. Develop and maintain financial models to support strategic initiatives, business planning, and forecasting., 2. Analyze sales trends, market dynamics, and key business drivers to provide meaningful insights and recommendations., 3. Collaborate with sales and operations teams to develop annual budgets and quarterly forecasts., 4. Provide financial analysis and guidance on a range of topics including revenue growth, expense management, and capital allocation., 5. Prepare and present financial reports to senior management, highlighting key trends and potential risks., 6. Drive process improvements and system enhancements to improve the efficiency and accuracy of financial planning and analysis activities., 7. Participate in cross-functional projects and initiatives to support strategic decisions. Qualifications: 1. Bachelor's degree in Finance, Accounting, Economics, or a related field. An MBA or a professional certification such as CFA/CPA is a plus., 2. Minimum of 5 years of experience in financial planning and analysis, preferably in the sales industry., 3. Strong financial modeling and advanced Excel skills are required. Experience with other financial systems and business intelligence tools is a plus., 4. Excellent analytical and problem-solving skills, with the ability to translate complex data into actionable insights., 5. Strong communication and presentation skills, with the ability to effectively communicate financial concepts to non-financial stakeholders., 6. Self-starter with the ability to work independently and manage multiple tasks and projects simultaneously., 7. Strong attention to detail and a high level of accuracy in preparing and entering financial information., 8. Demonstrated ability to work in a fast-paced environment and meet tight deadlines., 9. Strong business acumen with a solid understanding of financial statements and key business metrics. Interested in hearing more? Easy Apply now by clicking the "Apply" 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

Location 1: Dallas Fort-Worth TX Location 2: Redwood City CA 2-3 days Work from Office is required Duration: 6 months contract (No extension/conversion possible) Candidate must be willing to work on our W2/Payroll.No C2C/1099 possible Responsibilities Forecasting Prepares guidance, templates, analys

The Real Estate Development Analyst/Associate will play a key role in planning, executing, and supporting new, ongoing and/or recently completed real estate projects. Prepare detailed financial analyses and models to support investment decisions related to development, acquisition, and disposition a

The Financial Analyst provides insight and guidance to support strategic growth strategies and financial decisions and is a critically important resource for annual financial planning, forecasting, analysis and drive cross-company initiatives. Senior Financial Analyst - Dallas Regional Office. Addit

Senior Financial Planning Analyst. Our client, a standout force in their industry, is seeking a Senior FP&A/Data Analyst with a marketing analytics edge to join their exceptional finance team. In this role, you'll dive into marketing analytics, craft financial models that shape the future, and colla

Job Description Hi, we're Oscar. We're hiring a Senior Actuarial Analyst to join our Actuarial 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: The Senior Analyst, Actuarial will play a key role in Oscar's valuation function, focusing specifically on risk adjustment across all Affordable Care Act (ACA) markets. This role will own the maintenance and review of actuarial models used to develop risk adjustment accrual estimates, forecasting estimates, and various other analyses. This is a very dynamic space, which makes this a great opportunity to work on interesting projects and have a BIG impact. You will report into the Director, Actuarial. Work Location: This is a remote position, open to candidates who reside in: Dallas, TX. 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: $91,659 - $120,303 per year. You are also eligible for employee benefits, participation in Oscar's unlimited vacation program and annual performance bonuses. Responsibilities: • Model Management: Maintain and enhance core risk adjustment reporting and forecasting models, ensuring consistency and standardization across all team users., • Infrastructure & Design: Serve as a key contributor in improving modeling infrastructure; develop recommendations for model design decisions, best practices, and automation/documentation standards., • Financial Strategy: Develop recommendations for the risk adjustment accrual setting process and provide data-driven insights for the financial planning process., • Trend Analysis: Identify, triage, and investigate core drivers of observed trends across plan designs, providers, vendors, and markets., • Stakeholder Engagement: Maintain strong relationships and clear lines of communication with internal and external stakeholders., • Team Development: Aid in the onboarding of new analysts by collaborating and integrating them into existing processes., • Governance: Compliance with all applicable laws and regulations., • Other duties as assigned. Requirements: • Bachelor's degree in a STEM field., • Associate or Fellow of the Society of Actuaries (SOA), or on the track to become one., • Strong knowledge of core health insurance concepts and experience with actuarial applications. 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 Position Summary We are seeking a highly motivated and detail-oriented Financial Analyst to join our team. This individual will play a key role in shaping financial strategy and supporting decision-making across the organization. The Financial Analyst is responsible for financial planning, modeling, analysis, and reporting. The role involves preparing financial reports, conducting variance analysis, and assisting in budgeting and forecasting processes to help the company achieve its financial objectives. The ideal candidate has strong analytical skills, experience in corporate finance or investment analysis, and a passion for driving business insights through data. Key Responsibilities • Work with department leaders to build and maintain detailed cash flow models to support strategic initiatives, • Create, maintain, and publish regular weekly, monthly, and quarterly reporting on investment performance and KPIs to aid decision-making and business management, • Support investment evaluations using due diligence and valuation methodologies such as DCF, comparable company analysis, and precedent transactions, • Monitor commodity pricing and conduct supporting analysis to assist in recommending hedging strategies to manage financial risk exposure, • Analyze financial performance and trends; prepare periodic financial reports and variance analyses, • Support Treasury in managing short-term liquidity through daily cash positioning and forecasting, • Assist in the annual update of oil and gas reserve reports, • Reconcile treasury transactions and support internal and external audit requests, • Monitor debt covenants and credit facility utilization, • Assist in the annual creation of tax schedules for consolidated tax returns, • Support Treasury, Finance, and Accounting internal systems optimization and data integrity, • Evaluate and implement automation tools to enhance financial modeling, forecasting, and decision support processes Reporting Relationships Reports to: Director of Finance Works closely with: VP of Operations and Director of Treasury, Tax, and Risk Qualifications • FPAC, CTP, CFA, or progress toward designation preferred, • 2–4 years of experience in corporate finance, management consulting, or investment banking, • Strong financial modeling skills required, • Excellent analytical and quantitative skills to think strategically and provide thoughtful analysis across the organization, • Ability to work independently and collaboratively in a fast-paced environment, • Proficiency in Microsoft Excel and PowerPoint, • Familiarity with technology systems, with the ability to learn new software quickly and troubleshoot technical issues, • Familiarity with ERP systems, treasury platforms, and hedging instruments (e.g., ISDA, swaps, forwards), • Experience in the Oil & Gas or Digital Infrastructure industry is a plus

Job Description Position Title: Senior Financial Analyst, Operations Reports To: Director Financial Planning & Analysis Department: Finance Summary of Position: Reporting to the Director, Financial Planning & Analysis, this role will work directly with Operations and Finance leaders to provide a wide range of financial and decision support, including the preparation and maintenance of short- & long-term cost of goods sold, inventory and departmental OpEx and CapEx forecasts, evaluation of new initiatives, and other ad-hoc projects. This position will provide key analytic support for all financial planning and analysis of the operations organization including, but not limited to, the Company’s rolling four-quarter forecast, annual operating plan, three-year plan, management & board reporting. Primary Responsibilities: • Perform cost of goods sold & inventory planning, forecasting, and budget vs. actual analysis to support the operations leaders, • Work directly with operations and finance leaders to develop, report and track key operating metrics, • Maintain and analyze operational data to support operational efficiency and assist with developing and implementing process improvement initiatives, • Provide essential contributions to the efficacy of operations through identification, analysis and maintenance of data; supporting management in the development and implementation of process improvements and initiatives., • Conduct business case forecasting and review for business decision support, including new operations initiatives, • Prioritize the development of systems to support planning, reporting and analysis and support the implementation and enhancements of the new and existing electronic FP&A systems Position Requirements - Education, Knowledge, Years of Experience, etc. (Bulleted form): • 4+ years of progressive financial planning and analysis experience, • Proven experience in data analysis and business strategy development, • Prior experience in a manufacturing business function, medical device industry a plus, • Strong communication, analytical and financial modeling skills, • Proficient in Excel. Prior experience with Epicor, Planful & CRM software, a plus, • Working knowledge of US GAAP, • Fluent in Spanish and English, preferred

Job Description At LiquidStack, we're redefining what's possible in the data center world. As a global leader in advanced liquid cooling solutions, we're powering the future of AI, edge computing, and high-performance systems. Our team is growing, and we're looking for skilled professionals who want to be part of something innovative and impactful. POSITION SUMMARY LiquidStack is redefining high-performance, sustainable data center cooling at the center of accelerating global AI infrastructure growth. As we scale manufacturing, engineering, and commercial operations, financial precision and capital discipline are critical to enabling responsible, high-velocity expansion. The Strategic Finance Analyst will serve as a key decision-support partner to senior leadership, strengthening enterprise forecasting, performance visibility, and capital allocation discipline across a capital-intensive, operationally complex environment. This role goes beyond traditional reporting — you will architect driver-based forecasting frameworks, enhance financial predictability, and influence cross-functional decision-making tied to growth, margin expansion, and operational performance. Designed for a high-performing early-to-mid career finance professional (2–4 years), ideally from Big 4 or a rigorous analytical background, this role offers the opportunity to transition from execution into strategic ownership with meaningful visibility and impact. ESSENTIAL DUTIES AND RESPONSIBILITIES Responsibilities • Drive enterprise planning processes, including annual budgeting, rolling forecasts, and long-range financial modeling., • Own and continuously refine integrated financial models to improve forecast accuracy, scenario planning capability, and decision confidence., • Lead structured variance analysis across revenue, margin, operating expense, working capital, and cash flow., • Develop executive level reporting frameworks and KPI dashboards that elevate performance transparency and accountability., • Prepare and present decision ready financial materials for senior leadership and capital allocation discussions., • Partner cross-functionally with Operations, Manufacturing, Sales, Engineering, and Accounting to align financial insights with operational execution., • Support investment analysis, business case development, and strategic growth initiatives., • Identify and implement automation, standardization, and process improvements within FP&A systems and reporting infrastructure., • Translate financial and operational data into actionable insights that influence strategy and performance outcomes., • Support onboarding new clients and ensure all documentation (e.g., NDAs) is complete., • Liaise with the Service team to ensure timely and effective issue resolution., • Maintain positive customer relationships through professional, solution-oriented communication., • Help organize in-person customer meetings and visits to LiquidStack's facilities., • Maintain and organize sales documentation., • Prepare and distribute sales materials as needed., • Support account mapping with the extended commercial team through LinkedIn, industry publications, and other sources., • Collect and report marketing intelligence such as data center build announcements and target account data. SPECIFIC KNOWLEDGE, SKILLS AND ABILITIES Specific Skills & Qualifications (Required) • Bachelor's degree in Accounting, Finance, or related field; CPA or CPA track strongly preferred., • 2–4 years of experience in Big 4 public accounting, corporate FP&A, transaction advisory, investment banking, or similar analytical roles., • Strong command of financial statements, accounting drivers, and enterprise performance metrics., • Advanced financial modeling capabilities, including scenario analysis, sensitivity modeling, and three-statement integration., • Demonstrated experience developing executive ready reporting packages and KPI dashboards that drive performance accountability., • High analytical rigor with the ability to synthesize complex financial and operational data., • Proven ability to operate independently, assume ownership, and deliver in a high-growth, evolving environment., • Strong communication skills with the ability to influence senior stakeholders and non-finance leaders. Preferred Skills & Experience • Experience operating in a capital intensive, operational, manufacturing, or technology driven organization., • Exposure to working capital optimization, cost discipline, or margin expansion initiatives., • Experience supporting structured forecasting processes in a high-growth environment., • Familiar with ERP systems (e.g., NetSuite, SAP, Oracle)., • Experience with financial planning and BI tools (e.g., Adaptive Planning, Anaplan, Pigment, Power BI, Tableau, Looker)., • Demonstrated orientation toward automation, data integrity, and continuous performance improvement. Growth & Development This role is structured as a launchpad into senior strategic finance leadership. High performers will gain direct exposure to executive decision-making, capital planning, and enterprise performance management. As LiquidStack scales, this position offers a clear pathway into Senior Strategic Finance or Finance Business Partner roles with increasing scope and influence. How You'll Work at LiquidStack • Flexible: Adjust analytical frameworks and priorities as business conditions evolve, maintaining focus on measurable business impact., • Collaborative: Operate as a trusted partner across functions, aligning financial insight with operational strategy., • Driven: Take full ownership of outcomes, holding yourself and stakeholders accountable to high standards of precision and performance., • Agile: Navigate ambiguity confidently, refining forecasts and models as new data and market dynamics emerge., • Customer-Centric: Deliver timely, decision-focused financial insights that enable disciplined growth., • Attentive: Engage deeply with business context to ensure financial analysis reflects operational realities and strategic objectives. Why Join Us? • Competitive pay with opportunities for overtime, • Consistent day-shift schedule, • Paid time off, holidays, and great benefits, • Be part of an industry-disrupting company with room to grow, • Work on innovative technologies in a collaborative, supportive environment

Job Description Use Your Experience To Help Businesses Grow! This position will analyze the data gathered through Global Resources’ Business Survey and consult with individual clients and recommend services that would benefit their business. Global Resources, LLC is the largest full-service business development firm serving small to mid-sized businesses throughout the US. Through the coordinated efforts of our corporate headquarters and field service personnel; Global Resources installs proven methods, systems, controls and incentives to enable business owners and their managers to maintain positive cash flow, control costs, and accelerate the growth of their companies. As a Senior Business Analyst, you will analyze small to medium-sized businesses; determine the financial impact of ownership decision-making, corporate structure, business planning and industry benchmarking. At the conclusion of the analysis, the Senior Business Analyst and the client will decide if it makes sense to move into the implementation phase, utilizing the resources of Global Resources Consulting Services Division. Analysts are given the tools and trained in the skills necessary to accomplish this task. However, successful analysts have attributes that cannot be taught. They are strong, dynamic, confident teachers, communicators and leaders with exceptional understanding and empathy. This position requires 10 years of executive, sales or business ownership experience, analytical skills and the ability to communicate effectively with business owners, senior management and boards of directors. Ideal candidates for this position are individuals who have previously owned their own businesses and/or have held upper management positions for a minimum of five years. This is a full time employee position. A four-year degree is strongly preferred but we will consider candidates with strong business experience. 75%-90% travel-home on weekends. Global Resources offers a comprehensive training program; full benefits pkg. with 401k; this is not a salaried position-this is a fully commissioned employee position with the average first year in the low six figures and higher thereafter. Please forward resume: Equal Opportunity Employer

Job Description About Private Health Management Private Health Management (PHM) supports people with serious and complex medical conditions, helping them obtain the best possible medical care. We guide individuals and families to top specialists, advanced diagnostics, and personalized care. Trusted by healthcare providers and businesses, PHM offers independent, science-backed insights to help clients make informed decisions and access the best care. About the Role As a Financial Analyst at PHM, you will elevate our financial reporting rigor, KPI maturity, and forecasting capability during a period of rapid growth and increasing complexity. You will play a high-impact role on a lean Finance team, with strong ownership, autonomy, and visibility across leadership. As a Financial Analyst at PHM, you will establish a consistent reporting cadence across monthly close, forecast cycles, board reporting, and KPI packages while reducing manual processes and strengthening documentation. You will also help maximize our use of our FP&A platform and improve cross-functional data integration to drive deeper financial insights and scalable processes. What You'll Accomplish • Support budgeting, forecasting and strategic planning activities, • Identify and assist in developing streamlined processes that are scalable and effective in meeting the evolving needs of a rapid growth business, • Support development and maintenance of weekly and monthly revenue, financial reporting, planning and KPI's, • Help maintain and deliver leadership-ready board and company KPI reporting packages, • Create, analyze and maintain meaningful reports to various department stakeholders to drive expense visibility and improvement, • Other duties and projects as requested How You'll Spend Your Days Financial Reporting & Close Management • Own the monthly reporting calendar to ensure timely close, forecast, and board/KPI packages., • Help Prepare and manage budget and forecast inputs, model assumptions, and contribute to scenario analysis, • Define and document KPI logic across systems to ensure consistency and reliability, • Streamline automation opportunities to reduce manual reporting, • Deliver recurring corporate and individual-level profitability reporting for leadership What You Bring to the Table • 2+ years of FP&A experience, including supporting budgeting and forecasting processes, • Demonstrated ownership of month-end reporting workflows with strong checklist rigor and deadline adherence, • Advanced competency in Excel (pivot tables, lookups, formulas), • Strong financial statement fluency, including accrual accounting and understanding of financial statement relationships, • Strong analytical skills with high attention to detail and the ability to summarize large amounts of data, • Track record of improving automation or reducing manual spreadsheet dependency, • Ability to prioritize under pressure and communicate proactively with cross-functional stakeholders Compensation The target base salary for this position is $75,000-$90,000. This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation. Location This is a remote role requiring that you live in and physically perform all work in the United States. Next Steps Private Health Management is a remote company with employees around the United States. We're committed to providing a thoughtful, transparent interview experience and meaningful opportunities to get to know our company, mission, and wonderful teammates through fully remote interviews. If your application is selected for interviews, you'll hear from a member of our recruiting team to schedule next steps. Interviews will also include: the hiring manager, peers, and often an executive from the department. PHM uses AI-enabled tools at certain points in the recruiting process to help identify and evaluate top talent; however, all hiring decisions are made by human reviewers. Have a quick question about the role? Email or simply apply here. Anticipated Pay Range$75,000—$90,000 USD

Job Description Make a difference with us! At Alliance Defending Freedom, we believe God has brought you here for His purpose—to stand for truth and defend the God-given right to live and speak it. Together, we protect religious freedom, free speech, the sanctity of life, marriage and family, and parental rights. Review our Statement of Faith to ensure we're a fit for you. Locations: Dallas, TX Team Overview The Senior Financial Planning Analyst supports the organization's strategic and financial objectives by providing accurate financial forecasting, detailed analysis, and data-driven reporting. This position will collaborate closely with leadership across departments to support budgeting, long-range planning, and performance analysis. The Finance team's effectiveness directly contributes to excellence in ministry accountability, stewardship, informed decision-making, sound fiscal management, and the overall reputation of the organization. Key Responsibilities • Develop and maintain detailed financial models to support annual budgeting, forecasting, and long-range financial planning., • Analyze financial performance, identify trends, and provide actionable insights to senior leadership., • Prepare monthly, quarterly, and annual financial reports, including variance analysis, supporting documentation, and interpretation of results., • Partner with department leaders to develop operating budgets, monitor spending, and ensure alignment with strategic goals., • Support fundraising efforts by preparing financial schedules for funding proposals, and periodic reports for key institutional funders., • Identify financial risks and opportunities that may impact financial performance and recommend appropriate actions., • Provide continuous process improvements to maximize efficiency, consistency, accuracy, and timeliness of financial services and information, including automating processes and tools., • Ensure financial data integrity and consistency across reporting systems. Minimum Qualifications • Bachelor's degree in Finance, Accounting, Economics, or a related field., • 5+ years of experience in financial planning and analysis or similar field., • Advanced Excel and financial modeling skills; experience with data visualization and dashboard development using BI tools., • Knowledge of GAAP and financial compliance standards., • Strong analytical, problem-solving, and critical-thinking skills., • Excellent written and verbal communication skills, with the ability to present complex financial information clearly to finance and non-finance audiences., • Strong organizational skills and attention to detail, with the proven ability to manage multiple priorities and meet deadlines in a dynamic environment. Preferred Qualifications • Experience with Power BI and Domo, • Experience using Sage Intacct and Limelight software, • Relevant professional certifications Pay & Benefits At Alliance Defending Freedom, we offer a competitive compensation and benefits package to support your well-being and growth. While we do not disclose specific salary ranges, our compensation is competitive with top non-profit law firms. Our benefits include 100% covered medical and dental insurance, medical and dependent care reimbursement, paid disability, long-term care, life insurance, and a 401(k) plan with a 4% company match. We prioritize work-life balance with paid time off and 12 paid holidays each year. Want to Know More About ADF?

Job Description Job Title: Senior Financial Analyst Location: On- Site Dallas, TX - Must be located in Dallas, TX to qualify Department: Finance & Accounting Reports To: Director of FP&A Role requires: 4+ years of experience in FP&A, preferably in hospitality, retail, or multi-unit operations What You’ll Get: • Competitive salary + performance bonus, • Opportunities for rapid growth in a high-energy, entrepreneurial culture, • Food and Beverage Benefits at our brands The Role: We’re looking for a sharp, agile Senior Financial Analyst to drive insights and decision-making across our portfolio. You’ll thrive in this role if you love solving complex business puzzles, can distill data into clear direction, and know how to operate within a fast-paced, high-growth hospitality environment. This is more than spreadsheets—it’s strategy, storytelling, and leadership by numbers. Key Responsibilities: • Partner with Operations, Marketing, and Executive Leadership to develop and maintain financial models that support key strategic initiatives, • Analyze performance across a multi-brand, multi-state structure, identifying opportunities for cost optimization, revenue growth, and margin improvement, • Build detailed P&L forecasts, scenario planning tools, and ROI models for new store openings, menu innovations, and promotional activity, • Consolidate financials and business KPIs across multiple restaurant concepts and legal entities, working closely with Accounting, • Lead monthly business reviews and deliver clear, actionable insights to cross-functional teams, • Support annual budgeting and long-range planning processes through 3 statement modeling, • Assist in capital planning, debt modeling, and financing support as the group continues to scale, • Develop and automate dashboards and tools that increase visibility and speed up decision-making, • Preparation of quarterly presentations to the board of directors, • 4+ years of experience in FP&A, preferably in hospitality, retail, or multi-unit operations, • Strong fluency in financial modeling, forecasting, and building complex Excel models, • Experience navigating and simplifying complex org structures (franchises, multi-concept brands, or holding companies a plus), • Excellent communication skills—you can make numbers make sense to non-financial audiences, • Proficiency with data visualization tools (Power BI) and ERP/financial systems (Oracle EPM, Hyperion SmartView, etc.), • Comfortable juggling multiple priorities and adapting to rapid change, • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)

Job DescriptionAbout Lantern Lantern is the specialty care platform connecting people with the best care when they need it most. By curating a Network of Excellence comprised of the nation's top specialists for surgery, cancer care, infusions and more, Lantern delivers excellent care with significant cost savings to employers and their workforces. Lantern also pairs members with a dedicated care team, including Care Advocates and nurses, for the entirety of their care journey, helping them get back to good health, back to their families and back to work. With convenient access to specialists nationwide, Lantern means quality care is within driving distance for most. Lantern is trusted by the nation's largest employers to deliver care to more than 6 million members across the country. Learn more about us at lanterncare.com. About You: • You use LOGIC in your decision making and understand that progress is critical to making change. You focus on the execution of your content while balancing a fast-paced environment and you take the time to celebrate both the small & big wins., • INCLUSION is a core tenant of your personal beliefs. A diverse and inclusive environment is incredibly important to you. You understand and desire to be a part of a diverse team with different experiences and perspectives & you cherish the differences in each individual that you interact with., • You have the GRIT, drive and ambition to tackle big problems. Big problems require big ideas and a team that supports new ideas., • You care deeply for your customers are driven to keep HUMANITY in all decisions. Your customers aren't just the individuals using your product. They are the driving factor in your motivation to make a change., • Integrity guides you in life. Focusing on the TRUTH vs. giving people the answers they want to hear. If this sounds like you, we would love to connect to speak further about career opportunities at Lantern. Please apply to our role & someone from our Talent Acquisition Team will reach out to help you navigate our interview process. Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning We are seeking a quantitatively oriented Financial Analyst / Senior Financial Analyst to join our Strategic & Financial Planning team. The Strategic & Financial Planning team sits at the center of Lantern's financial and strategic decision-making, partnering with executive leadership on capital allocation, long-range planning, and growth initiatives. This individual will support Lantern's financial decision-making through budgeting, forecasting, modeling, and other special projects that inform business performance and strategic initiatives. The ideal candidate brings strong analytical skills, attention to detail, and a desire to grow within a collaborative finance team. Location: Hybrid | Dallas, TX, USA | 3+ days per week in-office Responsibilities: • Support Lantern's annual budgeting and quarterly forecasting processes, • Build and maintain financial models to analyze revenue, costs, utilization, and unit economics, • Analyze financial performance, identify trends, and highlight risks and opportunities, • Partner with cross-functional teams to understand business drivers and support decision-making, • Prepare financial reports, dashboards, and KPIs for internal stakeholders and leadership, • Help improve FP&A processes, tools, and models to enhance accuracy and efficiency, • Bachelor's degree in Finance, Accounting, Economics, or a related field, • 1–3 years (Financial Analyst) or 3-5 years (Senior Financial Analyst) of experience in financial analysis, FP&A, investment banking, consulting, or a related role, • Strong quantitative and analytical skills with high attention to detail, • Advanced Excel skills and comfort building financial models, • Ability to work with large datasets and synthesize insights clearly, • Be highly analytical and data-driven in their approach to problem solving, • Be able to manage multiple workstreams simultaneously and prioritize in ambiguous situations, • Take ownership of analyses and follow through to completion, • Be curious, coachable, and eager to learn, • Communicate clearly using data and financial insights, • Understand / have experience with cohort analyses and/or utilization modeling Competitive salary and comprehensive benefits package. Opportunity for career growth and advancement. Be part of a dynamic and supportive work environment. Work with a passionate and dedicated team. Benefits • Medical Insurance, • Dental Insurance, • Vision Insurance, • Short & Long Term Disability, • Life Insurance, • 401k with company match, • Paid Time Off, • Paid Parental Leave #LifeAtLantern #LI-MM1 Lantern does not discriminate on the basis of race, sex, color, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.

Job DescriptionFounded in 1950, Lane Gorman Trubitt, LLC is a middle-market, regional public accounting firm located in the Uptown neighborhood of Dallas, TX. We are affiliated with PrimeGlobal, an association of independent accounting firms. Currently, LGT has around 140 employees working in various service lines including assurance/audit, tax, accounting and consulting services. About the Role LGT Financial Advisors is seeking an ambitious, detail-oriented, and investment-minded professional to support the portfolio management function of our growing financial advisory firm. This is an early-career role designed for someone who wants to build a meaningful career in portfolio management, analytics, and wealth advisory. The ideal candidate is intellectually curious, highly organized, tech-forward, and motivated by the opportunity to help advisors and clients make optimized investment decisions. This role is especially well-suited for a candidate who is interested in, currently pursuing, or planning to pursue the Chartered Financial Analyst (CFA®) designation. The position will play an important role in supporting investment performance reporting, portfolio data integrity, manager due diligence, alternative investment tracking, and ongoing portfolio management operations. Why This Role Matters LGT Financial Advisors manages over 575 client portfolios across a broad range of investment solutions, including traditional public market strategies, model portfolios, and customized portfolios with meaningful exposure to private investments. Because of the complex nature of portfolio construction, accurate data, timely reporting, organized records, and disciplined portfolio oversight are essential. This role helps ensure that the firm’s portfolio management solutions run with clarity, consistency, and precision. What You Will Do The Associate Portfolio Analyst will support the firm’s investment management process through a combination of data analytics, reporting, systems management, investment operations, and portfolio support. Key responsibilities include: • Portfolio data and performance reporting, • Private investment tracking and pricing, • Investment platform organization, • Technology, systems, and process improvement, • Team support and investment oversight Who We Are Looking For We are looking for someone who is passionate about building a career in portfolio management and who understands that strong oversight begins with strong execution and due diligence. The ideal candidate is: • Team and client oriented, motivated to bring their best efforts each day, • Detail-oriented with strong organizational skills, • Comfortable working with reports, systems, and recurring data processes, • Tech-focused and interested in automation, workflow efficiency, and better use of systems, • Confident in working independently while also supporting a collaborative advisory team, • Interested in or currently pursuing the CFA® designation, • Strong portfolio construction and investment acumen Qualifications Required • Bachelor’s degree in finance, accounting, economics, business, data analytics, or a related field, • Comfort working with investment data, spreadsheets, reports, and multiple systems, • Ability to manage recurring tasks independently and consistently, • Interest in, or active pursuit of, the CFA® designation., • Experience with Black Diamond, Fidelity Wealthscape, Charles Schwab, CAIS, or similar investment platforms

Job Description SUMMARY: We are seeking an experienced IT Project Manager / Business Analyst to lead and deliver critical technology initiatives with a strong focus on ERP implementations, integrations, and cross‑functional business systems. This hybrid role blends project management leadership with hands‑on business analysis to ensure solutions meet organizational needs, drive operational efficiency, and support ongoing growth. Experience with Microsoft Dynamics 365 Finance & Operations (D365 FO) is strongly preferred, but candidates with experience in other enterprises or mid‑market ERPs (SAP, Oracle, NetSuite, Infor, Sage). KEY RESPONSIBILITIES: • Lead end-to-end delivery of IT projects, including planning, scheduling, scoping, budgeting, and resource coordination, • Create and manage project plans, timelines, risk registers, and status reports, • Facilitate cross-functional collaboration among IT, business stakeholders, vendors, and technical teams, • Manage change control, issue resolution, and project documentation, • Ensure projects adhere to PMO standards, best practices, and governance processes, • Work closely with business stakeholders to gather, analyze, and document requirements, • Translate business needs into functional and technical specifications for development teams, • Analyze business processes and identify opportunities for improvement, optimization, and automation, • Support solution design workshops, sprint planning, and system configuration discussions, • Assist with UAT planning/execution, training documentation, and go -live support, • Support ERP initiatives, enhancements, and integrations centered around D365 Finance & Operations (preferred) or similar ERP systems, • Collaborate with internal teams and vendors to design and support integrations with systems such as WMS, EDI, planning tools, financial systems, or manufacturing systems, • Participate in integration design, mapping, testing, and documentation, • Provide functional support for D365 FO modules such as Finance, Supply Chain, Production, Procurement, or Inventory (depending on company usage), • Assist with ERP configuration, workflows, enhancements, reporting, and troubleshooting., • Apply knowledge of CPG business processes such as demand planning, production scheduling, procurement, distribution, and trade compliance, • Bridge business requirements with technical solutions aligned to CPG best practices, • Support initiatives related to supply chain optimization, forecasting, manufacturing, logistics, and inventory accuracy QUALIFICATIONS & EDUCATION: • Bachelor’s degree in information technology, Business Administration, Computer Science, or related field, • Minimum five (5) years of experience as an IT Project Manager and/or Business Analyst, • Proven experience delivering IT projects using Agile, Waterfall, or hybrid methodologies, • Experience with D365 Finance & Operations strongly preferred, • Excellent analytical, problem‑solving, and documentation skills, • Demonstrated ability to communicate effectively with both technical and non‑technical stakeholders, • Experience working with integrators, vendors, and cross-functional business units

Job DescriptionDescription: About The Company Renu, LLC is a turn-key renovation and restoration contractor serving the multifamily housing, hospitality and restoration industries. We specialize in full interior and exterior projects. Based in Texas and providing services throughout the country. At Renu, LLC we lead from every seat. Our ideal team members are self-starters that embrace ambiguity, think big, and bring their own uncompromising standards of excellence. What You Will Be Doing As a Junior FP&A Analyst, you will partner closely with the Director of FP&A to support the company’s financial planning and analysis function. This role plays a key part in delivering actionable insights through monthly reporting, forecasting, budgeting, and strategic analysis to support informed business decisions. Essential Duties and Responsibilities • Prepare and deliver monthly and quarterly financial reporting packages, including job cost analysis with clear identification of risks and opportunities., • Analyze historical and current trends in key performance indicators (KPIs) to provide data-driven insights., • Assist with development of Monthly Reporting Package for senior leadership., • Assist with the quarterly forecasting and annual budgeting processes, coordinating cross-functional input from operations, sales, and finance teams., • Drive continuous improvement in reporting processes and tools to enhance visibility and decision-making across the organization., • Build and maintain financial models to support strategic initiatives and business planning., • Support the implementation and optimization of Sage ERP for financial reporting and analysis., • Bachelor’s degree in accounting or finance., • 1-2 years of experience in an accounting or finance department, preferably in a public company environment., • Experience in multi-unit construction is a plus., • Advanced proficiency in Microsoft Excel and PowerPoint., • Excellent verbal and written communication skills, with the ability to present complex information clearly., • Self-motivated, detail-oriented, and capable of thinking critically and creatively., • Medical, Dental and Vision Insurance, • 401k with Employer Match, • Life and AD&D Insurance, • Short-Term & Long-Term Disability Insurance, • Critical Illness and Hospital Indemnity, • Flexible Spending Account (FSA) options, • Employee Assistance Program (EAP), • Paid Time Off (PTO) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel objects, or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, or crouch; and talk or hear. The employee must occasionally manually lift or move up to 20 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Requirements:

The role of the FP&A Analyst is to assist in the budgeting, forecasting, and business planning of the Company and its investments. Assist with build-out and implementation of financial models, reporting, and new processes within Adaptive Planning. Knowledge of Workday Financial and Adaptive Planning

Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Across Wealth Mana

Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Our Summer Analyst

Financial Analyst / Senior Financial Analyst, Strategic & Financial Planning. Financial Analyst) or 3-5 years (Senior Financial Analyst) of experience in financial analysis, FP&A, investment banking, consulting, or a related role. Advanced Excel skills and comfort building financial models.

The Financial Planning Senior Analyst - Marketing Finance Operations serves as a strategic finance partner to the Marketing organization, supporting budgeting, forecasting, and performance analysis across media spend, administrative spend, capital investments, and loyalty programs. This role owns ke

Focus Search LLC is recruiting for a Fund Accounting Manager with a growing Fund Administration firm with offices in Seattle/Dallas/Raleigh.This role will provide administrative support for various Venture Capital funds while working closely with team members across the organization.The ideal candid

Proven experience as a Business Analyst or similar role.

Supports Information System related business planning requirements including, but not limited to, budgeting, scheduling, and workload planning. Training: Works with IS Training and Vendors on the following: Planning for and ensuring preparation and maintenance of documentation pertaining to programm

Oversee financial modeling for forecasting, long-range planning, and scenario analysis. This role partners closely with senior leadership to drive financial performance, support strategic decision-making, and enhance planning and forecasting capabilities. The ideal candidate brings strong financial

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