Federal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support) The Federal Reserve SystemFederal Reserve Financial Services Payment Services Consultant/Expert (Level 3 Support)Dallas, TXFederal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine Solutions, Fedwire Funds and Securities, the National Settlement Service (NSS), FedCash1, FedACH, Check Services, and the FedNow Service. FRFS operates as a fully integrated organization with groups dedicated to customer experience, operations, technology, product and customer/industry management, enterprise services, payments system improvement, and one focused on the ongoing growth and development of the FedNow instant payment service.
Financial Risk Senior Consultant Deloitte Touche Tohmatsu LtdFinancial Risk Senior ConsultantDallas, TX$110,700–$218,300 / yearExpertise in one or more Financial Risk domains: Credit Risk: Underwriting and portfolio credit risk across products (e.g., PD/LGD/EAD modeling support, credit policy/scorecards, risk rating systems, credit review/QA, allowance/CECL support, concentration/limit monitoring, early warning & remediation). Capital Management / Stress Testing: Capital planning and enterprise stress testing execution (e.g., scenario design support, model methodology governance, results aggregation, capital actions analysis, documentation and control testing, linkage to balance sheet and risk appetite, climate stress testing considerations).
Expert Consultant, CFO Excellence BCG Digital VenturesExpert Consultant, CFO ExcellenceDallas, TXLocations: Atlanta | Austin | Boston | Brooklyn | Chicago | Dallas | Denver | Detroit | Durham | Houston | Los Angeles | Miami | Minneapolis | Nashville | New York | Philadelphia | Pittsburgh | San Diego | San Francisco | Seattle | Summit | WashingtonWho We AreBoston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. Proven experience working on finance transformation programs including: operating model redesign, process re-engineering, technology enablement, shared services, finance technology, budgeting, management reporting and Business Intelligence, core accounting, tax, treasury, internal audit, AI and machine learning.
Senior Consultant, Accounting and Financial Advisory Services Baker Tilly Advisory Group, LPSenior Consultant, Accounting and Financial Advisory ServicesFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Institution Senior Consultant (SOX and FDICIA focus) Baker Tilly Advisory Group, LPFinancial Institution Senior Consultant (SOX and FDICIA focus)Frisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Institution Regulatory Compliance Senior Consultant Baker Tilly Advisory Group, LPFinancial Institution Regulatory Compliance Senior ConsultantFrisco, TexasBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Relationship Consultant Texas Capital BankFinancial Relationship ConsultantDallas, TexasHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
Financial Relationship Consultant Texas Capital Bancshares, Inc.Financial Relationship ConsultantDallas, TXHeadquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantIrving, TXLead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Mid Financial Analyst/Consultant Artemis ConsultingMid Financial Analyst/ConsultantArlington, TexasThe adjudication process evaluates overall reliability and trustworthiness, including adherence to federal laws prohibiting marijuana use (recreational, medical, or CBD). Employment is contingent upon obtaining and maintaining an active security clearance.
Senior Solutions Consultant, Financial Performance ClioSenior Solutions Consultant, Financial PerformanceCalgary, TX$148,700–$201,300 / yearIf you have experience managing billing and office operations as a Bookkeeper or Firm Administrator, or if you've sold SaaS solutions like Aderant, Xero, Quickbooks, or Sage, you understand the complexities firms face when scaling their business. What you will be doing: Lead Technical Strategy: Own the technical deal cycle across your assigned opportunities, enabling firms to scale by solving complex hurdles in financial reporting, automated billing, and trust accounting compliance.
Financial Advisor Ameriprise FinancialFinancial AdvisorPlano, TXProven track record of continued success in all industries and careers including, but not limited to: • Accountants • Attorneys • Bankers • CERTIFIED FINANCIAL PLANNER professionals* • Community leaders • Consultants • Entrepreneurs • Fundraisers • Insurance agents • Military personnel • Professional athletes • Real estate agents and developers • Risk managers • Sales and marketing professionals • Teachers and educators. Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).
Regional Practice Growth Consultant TRC Talent SolutionsRegional Practice Growth ConsultantAddison, TEXASThe Practice Growth Consultant partners with advisors, field leaders, and key business partners to accelerate adoption of practice management strategies, sharpen advisor effectiveness, and increase the value advisors deliver to clients. Coach advisors and field leadership on core practice management capabilities, including financial planning, investment solutions, tax planning, estate planning, insurance planning, client communication, sales process, and AUM growth strategies.
Senior Benefits Consultant (Large Market) Brown & Brown IncSenior Benefits Consultant (Large Market)Plano, TXThe Senior Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4-5 years. Provide clear strategic direction and meaningful content to the internal team's marketing communications designer, ensuring that employee education materials are aligned with client goals, resonate with diverse employee populations, and drive engagement across benefits programs.
UHNW Senior Mortgage Consultant Morgan StanleyUHNW Senior Mortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Uhnw Senior Mortgage Consultant Morgan StanleyUhnw Senior Mortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health Services, Inc.Personal Financial Counselor, PFC - Grand Prairie, TexasDallas, TXFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, Pfc, Dallas TX Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc, Dallas TXDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Investment Management Consultant II - Westlake, TX FidelityInvestment Management Consultant II - Westlake, TXWestlake, TexasRemoteSales Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Demonstrated effective practice management capabilities and consultative selling skills to handle a book of business on behalf of Fidelity Wealth and Workplace Advisors, utilizing internal support resources.
Financial Advisor Qureos IncFinancial AdvisorDallasThe Financial Advisor will assess clients' financial situations, develop personalized financial plans, recommend investment and insurance products, and provide ongoing guidance to help clients build and protect their wealth. Develop personalized financial plans covering investments, retirement, tax planning, education funding, and estate planning.
Sr. Financial Analyst Compass DatacentersSr. Financial AnalystDallas, TXEach day, we are accountable to live out our four Core Convictions: 1) Humility In, Pride Out, 2) Actions and Words are One, 3) Continuous Improvement of People, Processes and Systems (spoiler alert - we order People first for a reason!), and 4) We Ask Why to Understand the Needs versus the Wants. As part of the Financial Analyst pool, you will be responsible for: Completing assignments in areas such as: commercial and supply-chain finance, financial planning and analysis, large capital projects and international development support.
NewCFO Bridgepoint ConsultingCFODallas, TexasBridgepoint Consulting has been awarded in the Austin Business Journal's 2023 Best Places to Work, the Houston Business Journal's 2022 Best Places to Work, the Alliance Partner Spotlight Award by NetSuite for AI/Robotics and Automotive, as well as 2022 NetSuite Partner of the Year for Transformation Alliance Partner of the Year. CFO Consultants partner with our clients’ executive teams to professionalize their Finance & Accounting functions, ensuring efficient scalability for high-growth and future exits.
PWM Investment Consultant - Relationship Manager Morgan StanleyPWM Investment Consultant - Relationship ManagerDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Retirement Plan Administration Consultant Cetera Financial Group IncRetirement Plan Administration ConsultantDallas, TXRemote$83,000–$110,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Retirement Plan Sales Support Consultant Cetera Financial Group IncRetirement Plan Sales Support ConsultantDallas, TX$63,000–$88,000 / yearCetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Personal Financial Counselor, PFC - Grand Prairie, Texas Magellan Health IncPersonal Financial Counselor, PFC - Grand Prairie, TexasGrand Prairie, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TX Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, Dallas TXDallas, TXServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
New Client Investment Consultant Westlake, TX The Charles Schwab CorpNew Client Investment Consultant Westlake, TXWestlake, TXThe Investment Consultant on the Prospect Conversion Team will excel at: Proactively engaging with prospects/new to retail clients through various channels including, but not limited to: Inbound/outbound calls, referrals from retail partners, and email. Schwab's Prospect Conversion Team is an integral part of the broader Investor Services organization and is primarily responsible for the retail acquisition of prospects as well as new retail clients who have been at Schwab less than 90 days.
Financial Services Representative (Remote) TransGlobal Holdings Co.Financial Services Representative (Remote)Plano, TexasRemoteIn this role, you will help individuals, families, and business owners pursue their financial goals through comprehensive planning and personalized solutions, including Insurance, Retirement Planning, Wealth Accumulation Strategies, Estate Planning, Tax-Advantaged Solutions, Real Estate, and Lending Services. At TransGlobal, we provide an entrepreneurial platform designed to help financial professionals grow their business and serve their communities.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesWestlake, TXRemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
Enterprise Account Executive - Financial Services AppianEnterprise Account Executive - Financial ServicesDallas, TXRemote$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigating from initial client discovery to a successful close.
Account Executive - Financial Services Appian CorpAccount Executive - Financial ServicesDallas, TXRemote$125,000–$225,000 / yearGrowth Opportunities: Appian provides a diverse array of growth and development opportunities, including our leadership program tailored for new and aspiring managers, a comprehensive library of specialized department training through Appian University, skills based training, and tuition reimbursement for those aiming to advance their education. Command Complex Sales Cycles: Lead complex, end-to-end enterprise sales cycles across the Commercial and Financial Services sectors, navigating from initial client discovery to a successful close.
Mortgage Consultant Morgan StanleyMortgage ConsultantDallas, TXOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. We provide individuals, families, businesses, and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorCorinth, TX$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've 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.
Affiliate Growth Consultant Cetera Financial Group IncAffiliate Growth ConsultantDallas, TX$65,000–$95,000 / yearCetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Sr. Financial Analyst Compass Datacenters LLCSr. Financial AnalystDallas, TXEach day, we are accountable to live out our four Core Convictions: 1) Humility In, Pride Out, 2) Actions and Words are One, 3) Continuous Improvement of People, Processes and Systems (spoiler alert - we order People first for a reason!), and 4) We Ask Why to Understand the Needs versus the Wants. As part of the Financial Analyst pool, you will be responsible for: Completing assignments in areas such as: commercial and supply-chain finance, financial planning and analysis, large capital projects and international development support.
NewAcquisition Consultant Acquisition NetworkAcquisition ConsultantDallas, TXRemote$150,000–$200,000You won’t be learning theory—you’ll be working directly with buyers, live deal flow, and an experienced M&A team to structure and close acquisitions of cash-flowing businesses. Instead of building relationships, deal flow, and infrastructure from scratch, you plug into an existing system designed to execute acquisitions at scale.
Pro JTS - RCM Consultant V2 TRC Talent SolutionsPro JTS - RCM Consultant V2dallas, TXThis position partners closely with client leadership and frontline teams to assess operational and financial workflows, identify improvement opportunities, and implement strategies that drive measurable financial and operational ROI. The RCM Consultant position serves as a trusted advisor, ensuring contractual deliverables are met while maintaining a strong onsite presence to guide, influence, and support client teams.
M&A Financial Due Diligence Data Analytics Manager - LSHC Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence Data Analytics Manager - LSHCDallas, TX$141,200–$278,300 / yearYou will work as part of cross-functional teams providing financial, accounting, operational and commercial due diligence, bringing your skills to the M&A deal to manage and analyze the data in regulated life sciences and healthcare environments and utilize your visual analytics skills to tell a compelling story of our findings around revenue quality, pricing realization, reimbursement exposure, and operational performance. Work you'll do: As a Manager, Strategy, Growth, and Transformation on the M&A team, you will be a key member serving client M&A deal teams through gathering, analyzing, validating, and normalizing transactional, commercial, and operational data (e.g., product-level sales, claims data, rebate and chargeback data, inventory, pipeline, and customer/channel data) to develop and test hypotheses for a given M&A deal.
AI Consultant Jack Henry & Associates IncAI ConsultantAllen, TXAs the lead advisor in our model, you will partner directly with our specialized AI team to guide client organizations through critical service areas including board strategy, risk governance, employee adoption, and agent enablement. Applies a strong understanding of generative AI technologies (e.g., large language models, content generation, code generation) to identify practical applications within identified business processes.
Rillet Senior Consultant Armanino McKenna LLPRillet Senior ConsultantTX$102,500–$139,700 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. The Senior Consultant - Rillet will play a key role in delivering Rillet implementations to high-growth and mid-market clients while helping scale Armanino's Rillet service offering.
Consultant | Finance | Income Tax IMCS Group IncConsultant | Finance | Income TaxRichardson, TXCompany Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs. IMCS Group is committed to maintaining an inclusive workforce, where employees are hired, retained, compensated, and promoted based on their contributions to our Company.
Oracle NetSuite Finance Consultant NTT DATAOracle NetSuite Finance ConsultantDallas, TX$90–$96 / hourConfigure and support core NetSuite Finance modules: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Fixed Assets, Bank Reconciliation, and Multi-currency/Multi-subsidiary (OneWorld). The Oracle NetSuite Finance Functional Lead is the onshore, customer-facing lead responsible for configuring and delivering NetSuite Financial Management solutions across core finance modules.
Consultant | Reactive Programming | react JS IMCS Group IncConsultant | Reactive Programming | react JSFrisco, TXRemote$50–$55 / hourThe ideal candidate will bridge business and technology teams, drive requirements gathering, and support the delivery of innovative banking solutions leveraging AI technologies to improve customer experience, operational efficiency, risk management, and decision-making. Company Description: IMCS Group is one of the fastest growing MWBE (Minority Woman Owned Enterprise) staffing firms in the U.S. We focus on bringing a Diversity Recruitment approach to Fortune 500 companies within North America and EMEA region contingent labor programs.
SAP FICO Consultant ECC( Junior) Yantran LLCSAP FICO Consultant ECC( Junior)Dallas, TXThis role partners closely with Finance stakeholders, manages support analysts, and ensures stability and optimization of SAP ECC FICO processes. This is a hands-on role ideal for someone who enjoys problem-solving, cross-functional collaboration, and driving system excellence.
Intern - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital Funds Junonia PartnersIntern - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital FundsDallas, TexasBuild for tomorrow Think long-term solutions and processes, not band-aids Serve as a partner Not just a consultant or another service provider Go the extra mile Delivering what’s expected, on schedule is table stakes Position Overview We are actively building our team through hiring Interns, Associates, Managers, and Directors. Upon realizing the value and importance of having a strong back-office partner, Junonia was founded to focus on providing the highest level of partnership: treat each client’s business as if it was your own.
Associate - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital Funds Junonia PartnersAssociate - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital FundsDallas, TexasFor hedge fund clients, leverage time-sensitive reconciliations of cash and P&L to identify issues, resolve breaks and drive upstream process improvements between the client’s OMS, the fund administrator, and the prime broker/custodian (tri-party reconciliation). Provide treasury management services for both fund and management company entities, including reviewing invoices, properly allocating expenses, performing call backs, and processing payments.
Manager - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital Funds Junonia PartnersManager - Outsourced CFO for Hedge Funds, Private Equity, & Venture Capital FundsDallas, TexasJunonia Partners provides Outsourced CFO and Controller level services to investment advisors of hedge funds, private equity funds, and venture capital funds. Managers are directly responsible for providing outsourced CFO/Controller services, creating and spearheading processes for new clients, and managing project-based engagements.
Retirement and Financial Planning Services Manager Hilltop Holdings IncRetirement and Financial Planning Services ManagerDallas, TXThis role is responsible for consulting with Hilltop Securities Private Client Group and Momentum Independent Network group of financial professionals to grow retirement plan and financial planning services. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
Chief Financial Officer – St. Luke’s Baptist Hospital Texas ExecutivesChief Financial Officer – St. Luke’s Baptist HospitalDallas, TXEstablishes realistic and aggressive financial goals, targets, and metrics consistent with home office and facility strategic and operational objectives (e.g., meet upfront collection and cash goals, reduce A/R days year over year, meet 3.0 days in DNFC Gross A/R, meet HIM coding compliance accuracy for all patient types, manage a 24/7 HIM Department, attain HIM coding quality goals). St. Luke’s Baptist Hospital has 287 licensed beds and key service lines include Cancer Care, Cardiovascular Care, Digestive Disorders, Emergency, Imaging Services, Neurology, Orthopedics, Pediatric Care, Rehabilitation Services, Spine Care, Stroke & Neurosurgery, Surgical Services, Vascular, and Women's Health.