Financial Analyst Southern Champion Tray LPFinancial AnalystMansfield, TXProjects positive company image by interacting with fellow Team Members, customers and management in a cooperative, supportive and courteous manner; displays professional attitude; complies with company dress code. Strong interpersonal and communication (both verbal and written) skills and ability to effectively deliver, reinforce consistent messages and influence others via communication to get desired results at all levels of the organization.
Senior Financial Analyst Penske CorporationSenior Financial AnalystIrving, TXProvide senior management and the operations team with in-depth financial analysis of actual spend to drive insights on trends, investment areas and opportunities to optimize costs, driving better decision making. Develop, update and monitor key performance indicators and key financial metrics or dashboards, highlighting trends and analyzing variances, to understand and be able to communicate the financial health of each location.
Credit Solutions Advisor - Arlington Financial Bank of AmericaCredit Solutions Advisor - Arlington FinancialArlington, TexasPresents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging. • Minimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions.
Financial Solutions Advisor Consumer Investments - Greater DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Greater DFW MarketCarrollton, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Mid Cities DFW Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Mid Cities DFW MarketArlington, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Arlington TX Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Arlington TX AreaArlington, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Southwest Dallas Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Southwest Dallas AreaCedar Hill, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Forth Worth Area Bank of AmericaFinancial Solutions Advisor Consumer Investments - Forth Worth AreaFort Worth, TexasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor Consumer Investments - Fort Worth Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Fort Worth MarketFort Worth, TexasWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
Cost Accountant Financial Analyst PRIMESOURCE Building ProductsCost Accountant Financial AnalystIrving, TXTo be successful in the role, you must be a highly motivated, have a desire to make an impact, be proactive finance with a bias towards action, capable of making sound financial decisions, and be able to interact effectively with all levels of the organization while maintaining a positive and team focused approach. The role provides a mix of responsibilities of a traditional Financial Analysis across the larger organization, as well as, specific focus on the Cost Accounting needs across PrimeSource, will report to a Director of FP&A and serve as a key member within the corporate and field finance teams.
Financial Analyst II - Central Market HEBFinancial Analyst II - Central MarketDallas, TexasFull timeResponsibilities: Job Summary: As a Financial Analyst II, you will perform research work and prepare financial analysis necessary to make essential Corporate planning decisions. Analytics: Uses advanced analysis skills and multiple category knowledge to perform functions of a Financial Analyst as well as the following duties.
Sr Financial Analyst Rocket Companies IncSr Financial AnalystTX$76,500–$161,500 / yearCollect, compile, and verify financial data for assigned accounts, products, or business units to track organizational progress against financial goals and identify variances. 3+ years of experience in financial analysis, corporate finance, or financial planning and analysis (FP&A), ideally in mortgage banking or a high-volume financial services environment.
Sr. Financial Analyst - FP&A Varsity BrandsSr. Financial Analyst - FP&AFarmers Branch, TexasIt takes a team to make a real impact, and through our two divisions – BSN SPORTS and Varsity Spirit – and our network of 6,000+ employees and independent representatives, we are proud to partner with a wide range of educational institutions and club and professional sports to transform the student journey in SPORT and SPIRIT. Our 3,000 BSN SPORTS employees strive to support the Heart of the Game by putting valuable time back into the day of coaches and administrators through excellent service platforms.
Insurance and Financial Services Position - State Farm Team Member David Francesangelo - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberIrving, TXFull timeAs a financial services representative, you will be responsible for managing prospects, designing sales strategies, implementing marketing tactics, developing & working leads, networking, setting daily/weekly & monthly goals, educating prospects, cultivating relationships with customers, identifying & uncovering additional needs. In addition to helping members of the community protect what matters most to them through insurance products, you will also be educating customers on the importance of investing and saving for retirement through State Farm's suite of advisory & brokerage products.
Financial Professional/Advisor (Bilingual Chinese) New York LifeFinancial Professional/Advisor (Bilingual Chinese)Irving, TexasTogether 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.
Merrill Advisor Development Program - Financial Advisor: Fort Worth & Associates Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Fort Worth & AssociatesFort Worth, TexasEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Solutions Advisor- NW Snohomish Area Bank of AmericaFinancial Solutions Advisor- NW Snohomish AreaArlington, TexasUS - WA - Arlington - 3230 172nd St Ne - SMOKEY POINT BC (WA4139), US - WA - Bellingham - 4251 Guide Meridian - CORDATA BC (WA4111), US - WA - Bothell - 1115 228TH ST SE - CANYON PARK BC (WA4153), US - WA - Everett - 1803 112th St Se - SILVER LAKE BC (WA4138), US - WA - Lynnwood - 1424 164TH ST SW - MARTHA LAKE BC (WA4157), US - WA - Marysville - 415 State Ave - MARYSVILLE BC (WA4128), US - WA - Mill Creek - 911 161st St Se - MILL CREEK BC (WA4133), US - WA - Monroe - 19917 Old Owen Rd - MONROE BC (WA4129), US - WA - Mount Vernon - 320 W KINCAID ST - MOUNT VERNON BC (WA4130), US - WA - Snohomish - 903 2nd St - SNOHOMISH BC (WA4140), US - WA - Stanwood - 26929 102nd Ave Nw - STANWOOD BC (WA4144). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Manager, Internal Financial Reporting GXO Logistics IncManager, Internal Financial ReportingIrving, TXWhat youll do on a typical day: Prepare and analyze the consolidated monthly regional internal financial reporting package, including income statement, balance sheet, statement of cash flow and selected accounts, providing meaningful explanations of results with insights into trends, variances and key business drivers. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
Financial Services Representative - State Farm Agent Team Member Ron Mathai - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberIrving, TXFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Ron Mathai - State Farm Agent, you will successfully market the financial products that manage everyday risks. ABOUT OUR AGENCY: Our Agency has been proudly serving the community since August 2015, and our team of 12 (and counting!) is passionate about making a difference while enjoying a fulfilling and dynamic work environment.
Sr Financial Analyst, North American Customer Fulfillment Amazon.com IncSr Financial Analyst, North American Customer FulfillmentIrving, TXCommunication: Intuitively utilize active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner, adjusting your style based on audience, to articulate complex finance issues. Amazon's North American Customer Fulfillment (NACF) Finance is looking for a Sr Financial Analyst supporting operational and functional leaders in AR within Amazon"s Fulfillment Network.