USAANewDirector, Product Management – Financial Planning & Advice (Investment Service Company / ISCO) USAADirector, Product Management – Financial Planning & Advice (Investment Service Company / ISCO)Plano, TX$143,320–$273,930 / yearBachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree). Ensures product team delivers sales support to all distribution channels (e.g., com, mobile, contact center) so that the product is properly positioned to customers (sales tool and collateral development, sales training, etc.).
USAANewProduct Management Director – ISCO Brokerage USAAProduct Management Director – ISCO BrokeragePlano, TXRemote$143,320–$273,930 / yearBachelor's Degree in Business, Marketing, Supply Chain, Statistics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree (Total of 12 years of experience without bachelor’s degree). Supports the maintenance of existing products and/or may lead in the development and launch of less complex, new products with channel partners, managing and prioritizing deliverables in accordance with Agile principles.
USAAManager, Retirement Income – Life Company USAAManager, Retirement Income – Life CompanyPlano, TX$90,310–$162,550 / yearMaintains current knowledge of the competitive landscape, financial services industry trends, changes in technology, regulations, and/or other industry events that may impact operational functions and processes and effectively communicates this knowledge to their direct reports and peers within Health, Life or Retirement Income. USAA is seeking a talented Manager, Retirement Income, to lead a team of specialized, licensed professionals dedicated to knowing our members, understanding their Health, Life or Retirement income needs, and providing appropriate solutions to facilitate their financial security.
USAANewLicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - Plano USAALicensed Retirement Income Advisor – Sales & Planning (Sign-On Bonus) - PlanoPlano, TX$63,590–$121,530 / yearEducates membership on implications of economic, industry trends, tax law changes, estate issues, retirement risks, and other threats to an effective retirement income plan, as well as USAA's financial products and services. Provides advanced retirement planning advice, tax-efficient distribution options, health expense budgets, insurance solutions, estate planning and enhanced solutions like long term care products.
JobotNewFinancial Planning Specialist JobotFinancial Planning SpecialistPlano, TX$65,000–$90,000 / yearInformation 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. The successful candidate will be responsible for developing and implementing financial plans and strategies, managing budgets, and conducting cash flow projections.
Courtyard LewisvilleNewChief Engineer Courtyard LewisvilleChief EngineerLewisville, TXCompensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company with over $15 billion of assets under management and a global portfolio of more than 400 hotels spanning North America, Europe, the Caribbean, and Latin America. Highgate continues to demonstrate success in developing a diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts, featuring contemporary programming and digital acumen.
Edward JonesNewBranch Office Administrator Edward JonesBranch Office AdministratorRockwall, TXEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits:Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
ConfidentialNewChief Financial Officers ConfidentialChief Financial OfficersAddison, TX$100,000–$120,000 / yearFull timeDirect all fiscal reporting activities including organizational revenue/expense analysis, balance sheet reporting, stakeholder communications, tax returns, and financial transparency compliance. This is a strategic position requiring a visionary leader capable of developing and implementing comprehensive financial strategies that align with organizational objectives.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorRockwall, Texas$61,000–$250,000 / yearNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Melanin MoneyFinancial Planner/Advisor (Remote) Melanin MoneyFinancial Planner/Advisor (Remote)Dallas, TXRemoteAs a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support. Confidentiality: All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC.
Rockefeller Capital ManagementSenior Tax Planner Rockefeller Capital ManagementSenior Tax PlannerDallas, TexasDevelop and deliver highly customized wealth plans and quarterly client deliverables, including net worth analyses, cash flow projections, income tax projections and planning, and estate & wealth transfer strategies, ensuring advice is aligned with clients’ long-term objectives. . Comprehensive Planning & Advice: Design and implement strategies across all areas of wealth planning, such as cash flow and liquidity planning, risk management/insurance strategies, retirement and executive benefit optimization, income and estate tax mitigation, charitable giving plans, asset protection techniques, and intergenerational wealth transfer.
Unity Search GroupExperienced Associate Planner Unity Search GroupExperienced Associate PlannerPlano, TXCollaborative team, with a great work life balance (40-45 hours per week on average) including flex-time in the Summer, fun office culture and events including yearly trips, and significant opportunity for advancement in title and pay. Experienced Associate Planner (Manager level) Wealth Management Firm North Dallas - 1 day remoteOutstanding opportunity for someone with 5+ years of tax experience who is looking to transition to personal financial planning.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial AdvisorPlano, TX$45,000–$100,000 / yearCompensation: We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Key Responsibilities: Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking introductions, and referrals, social media, and speaking engagements.
Corebridge Financial IncWealth Financial Advisor - Dallas, TX Corebridge Financial IncWealth Financial Advisor - Dallas, TXAddison, TXWe align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions.
Thrivent Financial for LutheransFinancial Advisor - Dallas/Tyler Thrivent Financial for LutheransFinancial Advisor - Dallas/TylerDallas, TXThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Broadway BankFinancial Advisor II - Dallas Market Broadway BankFinancial Advisor II - Dallas MarketDallas, TXKey responsibilities include: • Marketing • Evaluating • Planning • Monitoring client portfolios encompassing both AUM and insurance solutions • Collaborating closely with various lines of business within Broadway Bank and contributing to strategic transformation efforts aligning with the firms goals and budget. The Financial Advisor II - Austin Market FAII plays a pivotal role in the success of Broadway Wealth Solutions BWSI and Broadway Banks mass affluent strategy.
MBC Talent ConnectionsFinancial Advisor - Business Development MBC Talent ConnectionsFinancial Advisor - Business DevelopmentDallas, TexasThis role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.
First United BankIn House Financial Advisor - Delos First United BankIn House Financial Advisor - DelosDallas, TXAdvisory & Brokerage Services Manage client assets using: Delos model portfolios for all advisory relationships (exclusive) A limited set of firm-approved brokerage products (e.g., fixed annuities, brokered CDs) Focus on converting eligible brokerage clients to: Delos-managed advisory accounts, or Approved Delos-managed digital investment solutions Conduct periodic client reviews, respond to service needs, and coordinate account activity Identify when client needs increase in complexity and escalate appropriately. Key Responsibilities: • Client Relationship Management & Transitions Assume primary responsibility for assigned client relationships transitioned from Senior Advisors Participate in client transition meetings, calls, and outreach to ensure continuity of service Work with bank customer referrals below a certain level Serve as the ongoing point of contact for assigned clients following transition Deliver a consistent Delos and bank-branded client experience across all interactions.
New York LifeFinancial Professional/Advisor (Bilingual Chinese) New York LifeFinancial Professional/Advisor (Bilingual Chinese)Dallas, TXTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
New York LifeFinancial Professional/Advisor (Bilingual Vietnamese) New York LifeFinancial Professional/Advisor (Bilingual Vietnamese)Garland, TXTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
New York LifeFinancial Professional / Advisor New York LifeFinancial Professional / AdvisorDallas, TXTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
First Command Financial Services, Inc.Financial Advisor First Command Financial Services, Inc.Financial AdvisorAddison, TXSuccessful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.
Spectrum Financial GroupFinancial Advisor (Frisco) Spectrum Financial GroupFinancial Advisor (Frisco)Frisco, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.
Spectrum Financial GroupFinancial Advisor (Dallas) Spectrum Financial GroupFinancial Advisor (Dallas)Dallas, TX$75,000–$125,000 / yearAs a Financial Advisor, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. No large network required: You’ll receive up to 80qualified leads per day and marketing support to help you build your client base.
Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Plano, TexasYou will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.
New York LifeFinancial Professional(Bilingual Vietnamese) New York LifeFinancial Professional(Bilingual Vietnamese)McKinney, TXTogether with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
Opes OneNewFinancial Advisor Opes OneFinancial AdvisorAddison, TX$65,000–$300,000Location: DFW, Texas, East Texas, West Texas, San Antonio, TX and Austin, TX, Oklahoma City, Tulsa. Commission Pay: $60,000.00 - $300,000.00 + per year (uncapped commission structure) + draw.
Vanguard GroupFinancial Advisor Vanguard GroupFinancial AdvisorDallas, TXDevelop a detailed understanding of Vanguard funds, products, and services to educate clients effectively, staying updated on financial planning, capital markets, and the financial services industry. In this role, you will build and maintain strong relationships with our clients, asking thoughtful questions to identify investment needs and providing tailored financial advice and portfolio management guidance.
Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Plano, TexasAs you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
Infor IncSr. Director Financial Planning & Analysis Infor IncSr. Director Financial Planning & AnalysisDallas, TXInformed by the principles that allow a free and open society to flourish, PBM prepares individuals to innovate, improve, and transform while fostering a healthy, growing organization that creates long-term value for its clients and supporters and fulfillment for its employees. At Infor, we strive for an environment that is founded on a business philosophy called Principle Based Management (PBM) and eight Guiding Principles: integrity, stewardship & compliance, transformation, principled entrepreneurship, knowledge, humility, respect, self-actualization.
Fisher InvestmentsFinancial Planning Counselor Fisher InvestmentsFinancial Planning CounselorPlano, TXYou will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.
Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus Bonus Trajan Wealth LLCFiduciary Advisor - Frisco TX - 100-150K Base Salary Plus BonusFrisco, TXSecurities licenses/Certification - Series 65 or (7&66) or Professional Designation: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), and Chartered Investment Counselor (CIC). Once key production milestones are achieved, advisors unlock Trajan's full growth engine, including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities.
Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team Member Raymond Scott - State Farm AgentFinancial Services Representative – State Farm Agent Team MemberDallas, TXAs a Financial Services Representative – State Farm Agent Team Member with Raymond Scott - State Farm Agent, we're looking for a driven, people-first professional who wants to build a meaningful career helping families protect what matters most and grow their wealth. You're joining Raymond Scott - State Farm Agent — a top-tier State Farm agency with a track record of developing talent and a genuine commitment to needs-based, customer-first selling.
LPL Financial Holdings IncFinancial Advisor LPL Financial Holdings IncFinancial AdvisorDallas, TX$45,000–$75,000 / yearThis position will offer: • The ability to service an existing book of business upon hire • The ability to build a strong client base with the credit union's exceptional referral system • Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals • The opportunity to find new clients via the credit union's member base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the credit union's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
GHI Staffing SolutionsFinancial Advisory - Bring Your Business and Join a Family GHI Staffing SolutionsFinancial Advisory - Bring Your Business and Join a FamilyDallas, TXRemoteBacked by one of the largest BD/RIA firms in the country – Enjoy access to best-in-class tech, regulatory support, capital for growth, and more — backed by one of the strongest partners in the independent space. We exist to empower independent advisors with the resources, platform, and community to unlock exponential growth — while keeping your independence intact.
Proxy FinancialFinancial Advisor Proxy FinancialFinancial AdvisorDallas, TXRemoteWe are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York). Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Catalyst BrandsFinancial Planning Senior Analyst Catalyst BrandsFinancial Planning Senior AnalystDallas, Texas$57,000–$95,000 / yearOverview: 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 key financial planning processes, delivers actionable insights, and partners closely with Marketing leadership and their teams to optimize spend effectiveness and improve return on investment.
LPL Financial Holdings IncFinancial Advisor - Simmons Bank LPL Financial Holdings IncFinancial Advisor - Simmons BankDallas, TXThis position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.
Fogo de Chao IncSenior Manager, Financial Planning and Analysis Fogo de Chao IncSenior Manager, Financial Planning and AnalysisAddison, TXForecasting & Financial Modeling Support the company's forecasting architecture, including short-term, rolling, and long-range financial forecasts Design and maintain forecasting models that connect unit-level operational metrics (AUVs, traffic, labor hours, wage rates, food inflation, promotions) to financial outcomes Support cross-functional partners (e.g., marketing, supply chain, real estate) with scenario, sensitivity, and pre/post analyses to drive revenue growth and optimize profitability. Data-Driven Performance Analytics Translate large, complex datasets into concise insights that clearly articulate what changed, why it changed, and what leadership should do next Create and own reporting that balances financial, operational, and unit-level performance indicators Partner with Operations and Marketing to evaluate performance of specific restaurant cohorts, regions, channels, and dayparts.
FartherFinancial Wealth Advisor (Advisory Team) FartherFinancial Wealth Advisor (Advisory Team)Dallas, TX$10–$15 / hourFarther gives experienced advisors a modern platform and genuine support structure to scale what they've already built — serving the clients and categories that suit them best, whether that's professionals, nonprofits, high-net-worth families, small business owners, or a mix of all of the above. Build and maintain long-term client relationships across a range of profiles, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners.
West Coast University, Inc.Financial Aid Advisor West Coast University, Inc.Financial Aid AdvisorRichardson, TexasAssisting students and parents with directions for requesting FSA User IDs, and online completion of FAFSAs (Free Application for Federal Student Aid), MPNs (Master Promissory Notes), and online student loan entrance and exist counseling. Choose To Make A Difference: Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals.
Alliance Defending FreedomFinancial Planning Analyst Alliance Defending FreedomFinancial Planning AnalystPlano, TXThe 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. 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.
Lexipol LLCVP - Financial Planning & Analysis Lexipol LLCVP - Financial Planning & AnalysisFrisco, TXFull timeOur top-notch team works closely with law enforcement, fire, EMS, corrections, and local government professionals to tailor our solutions to better address today’s challenges and keep first responders coming home safely at the end of each shift. The Vice President of Financial Planning & Analysis (FP&A) leads the organization’s FP&A function, providing strategic financial planning, forecasting, and analysis to support executive decision-making, resource allocation, and long-term growth.
Spectrum Financial GroupFinancial Services Associate Spectrum Financial GroupFinancial Services AssociateDallas, TX$75,000–$125,000 / yearAs a Financial Services Associate, you’ll help individuals and families improve their financial well-being while building your own book of business—with structured support, provided leads, and income stability as you get started. What Makes This Role Different: No large network required: You’ll receive qualified leads and marketing support to help you build your client base.
JPMorgan Chase Bank, N.A.Anaplan Solution Architect - Financial Forecasting Vice President JPMorgan Chase Bank, N.A.Anaplan Solution Architect - Financial Forecasting Vice PresidentPlano, TXFull timeAs a member of Asset & Wealth Management (AWM) Finance & Business Management, you are an integral part of our efforts to strategically manage capital, lead growth and efficiencies, maintain financial reporting and proactively manage risk. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
ConcentraNewFinancial Systems Analyst - Hyperion ConcentraFinancial Systems Analyst - HyperionAddison, TexasWork closely with Concentra’s finance department, including Corporate Accounting, Financial Planning & Analysis, Tax, SEC Reporting, and Treasury, to ensure Hyperion reports meet the evolving needs of the business. With a wide range of services and proactive approaches to care, Concentra colleagues provide exceptional service to employers and exceptional care to their employees.
Huron Consulting Group IncFinancial Advisory Consulting Associate (Nationwide) Huron Consulting Group IncFinancial Advisory Consulting Associate (Nationwide)Dallas, TXRemote$120,000–$165,000 / yearRequired: • Minimum of three years of experience with business valuation, restructuring & turnaround work, investment banking, financial advisory/consulting, litigation consulting, public accounting or audit-related consulting • Deep financial modeling, financial statement analysis, and data management experience, and ability to identify key operational performance drivers • Demonstrate a high-level of proficiency with: • Business Valuation concepts • 13 week cash flow forecast • 3-statement financial models • Financial reporting (monthly operating reports, statements & schedules) • Operational improvement and overhead analysis • Pitchbook preparation • BS/BA degree in Accounting, Finance, or Economics • Willingness to travel to client sites as needed • Candidates may live anywhere in the contiguous US. Preferred: • Have or working toward one or more of the following certifications: such as Certified Public Accountant (CPA), Certified Turnaround Professional (CTP), Certified Insolvency and Restructuring Advisor (CIRA), Accredited in Business Valuation (ABV) or Chartered Financial Analyst (CFA).
Royal ElectricChief Financial Officer Royal ElectricChief Financial OfficerDallas, TXLeveraging innovative techniques, specialized tools, and a meticulous pre-planning process, our experienced team – supported by an expansive, purpose-built fleet – ensures the successful execution of complex electrical projects on aggressive schedules. Partner with executive leadership to align financial planning with business strategy, including evaluating future-state scenarios (e.g., scaling the organization over a multi-year horizon through initiatives including organic growth, potential M&A, growth financing ).
Sun HoldingsNewChief Financial Officer, Deputy Sun HoldingsChief Financial Officer, DeputyFarmers Branch, TXWe provide franchise management services to some of America's most beloved brands, including Applebee’s, Arby's, Bar Louie, Burger King, Cantina Laredo, Freebirds, Golden Corral, IHOP, McAlister’s, Papa John’s, Popeye’s, Taco Bueno, and Uncle Julio’s. You’ll oversee cash flow, treasury operations, and banking relationships; monitor KPIs and financial metrics to surface trends and improvement opportunities; and partner with department heads to support strategic initiatives with clear analysis and business cases.
PennymacVP, Financial Planning and Analysis PennymacVP, Financial Planning and AnalysisCarrollton, Texas$95,000–$155,000 / yearPENNYMAC: Pennymac is(NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. Manage the development, testing, and deployment of internally-developed and third-party models for the forecasting and valuation of mortgage-related products and other financial instruments that Pennymac may invest in or manage, which in turn are utilized in investment analysis, business forecasting and planning, and financial reporting.