finance jobs

Near north west
3376Jobs Found

3376 jobs found for finance jobs Near north west

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Director of Project Finance

Nenni and Associates

Dallas, Fort Worth, TX
10 days ago
Dallas, Fort Worth, TX
10 days ago
The Director of Project Finance is responsible for 1) developing financial vehicles across all of company solutions (e.g. solar, LED, etc.) to drive client revenue effectively and efficiently 2) supporting sales and service with project finance insights 3) participating in client meetings and presentations as needed 4) understanding of finance regulations to ensure compliance and identify business opportunities 5) making project finance a revenue center for company.
JOB DUTIES:
  • Develop financial vehicles to drive client sales for the company. The vehicles may come via the sourcing of third-party financiers or creating in-house models.
  • Demonstrate advanced knowledge and understanding of all industry products and services and how finance fits within the value chain.
  • Understand all financial markets (debt, credit, private equity, etc.) and how company can utilize those to drive business results.
  • Make project finance a profit center within the company.
  • Support the Business Development and Client Service Teams with industry insights and information to aid new business and upsell sales and deliver value to existing customers
  • Match project financing vehicles to the goals and objectives of clients and articulate that value to internal and external stakeholders.
  • Participate in client presentations, meetings, and conference calls.
  • Ensure compliance with all project finance regulations.
  • Stay up-to-speed on project finance and industry regulations and communicate those regulations and associated opportunities internally and externally (e.g. 179D, 100 percent bonus depreciation, etc.).
  • Leverage the client entertaining assets of Ownership (e.g. game day suite) to engage and build best-in-class relationships with financial partners as determined by business needs.
Qualifications:
  • Bachelor’s degree in finance, engineering, business or related field. Advanced degree preferred.
  • Minimum of seven (7) years of relevant work experience.
  • Ability to create financial models for all energy solutions (e.g. project leasing, power purchase agreements, etc.).
  • Advanced Microsoft Office Skills (e.g. Excel, PowerPoint, Outlook).
  • Success at consistently achieving financial goals as an individual and a team.
  • Demonstrate high business acumen, strong interpersonal skills, best-in-class communication in all forms, and organization skills.
  • Handle multiple tasks, prioritize goals, and ability to meet tight deadlines.
  • Track record of conducting business that coincides with the company’s mission.
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Student Financial Services Advisor – Fort Worth

Remington College

Fort Worth, TX
16 days ago
Fort Worth, TX
16 days ago

Job Summary:

Provides advice and counsel to Student Financial Services Representatives who are assisting students and prospective students from the College’s video call center, in Lake Mary, Florida. Answers financial aid questions and provides assistance and advice to individuals exploring options for financing their education at Remington College.

Essential Duties and Responsibilities:

  • Adheres to all Company policies and procedures, and operates within state and federal statutes and regulations and within standards of accreditation at all times.
  • Assists Student Financial Services Representatives in providing prospective and current students with answers to their financial aid questions.
  • Conducts meetings via videoconference, providing information to students about financing and financial aid options that may be available to fund their education.
  • Ask questions of students to determine what types/amounts of financial aid, if any, they may be eligible to receive.
  • Responds to students’ requests for help with financial aid information and to their related questions.
  • Assists students with the preparation and completion of financial aid applications.
  • Follows up with students to help ensure the timely completion of applications and filings and any required documentation in support of those applications.
  • Reviews Estimated Award Letters with students.
  • Performs other duties or special projects as assigned.
  • Maintains professional and effective working relationships with all other Company personnel.
  • Conducts his or her professional and personal life in a fashion that fosters a positive impression of the Company.
  • Performs the job on-site (no telecommuting or off-site management).

Education:

  • A high school diploma or GED; some college preferred.

Experience:

  • A minimum of two (2) years of federal student financial aid experience, or an equivalent combination of education and experience.
  • Experience in customer service preferred.
  • Demonstrated proficiency in MS Office (Word, Excel, and PowerPoint).
  • Ability to use videoconferencing technology (training provided) and to project a professional image via video/webcam.
  • Demonstrated ability to communicate effectively in English in both verbal and written form.
  • Experience with CampusVue student software a plus, but not required.

https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=26371&clientkey=501E7B3990266765FBE9A0823A4148D2

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VP, Finance and Supply Chain (CPA required)

JPS Health Network

Fort Worth, TX
7 days ago
Fort Worth, TX
7 days ago

 Vice President Finance and Supply Chain will be responsible for the establishment and maintenance of accounting principles, practices, records, procedures and financial strategic plan for JPS Health Network. This position will be the strategic and tactical leader for financial initiatives across JPS Health Network and will coordinates the development and implementation of operating and capital budgets, safeguards assets, and implement the financial policies and procedures for all JPS entities. This role provides leadership to the functions of general accounting, accounts payable, payroll, supply chain, budgeting, decision support, reimbursement, investments, non-patient receivables, daily cash management, tax management, financial reporting, and intercompany transactions and general contract oversight. This position will coordinate operations with other hospital departments, medical staff, and other related entities. Coordinates the JPS Acclaim & Foundation consolidated financial statements and the audited financial statement process.

Typical Duties:

Champion who provides leadership for the development and implementation of JPS Health Networks financial strategic plan, the annual operating budget (includes statistical, FTE, expense, revenue, capital, and cash budgets) and related budgeted financial statements consistent with JPS budget guidelines.
Monitors the financial performance and financial position of JPS to identify variances and key trends that affect financial viability as well as reviews key financial and utilization discrepancies with senior management and other stakeholders.
Establishes and maintains a margin improvement program focused on improving the operating performance. Establishes objectives for managing supply chain cost improvement activities.
Maintains a long-term financial plan and a financial statement projection that supports the JPS strategic plan.
Responsible for the proper accounting and disbursement of funds (payments) owed to vendors for goods or services. Assures that proper protocol exist for authorization of such transactions in regards to district policy, dollar limits, budget requirements, internal control, and other criteria.
Responsible for the timely and accurate filing of cost reports and other necessary information for third party reimbursement from Medicare and Medicaid. Directly oversees the reporting and accuracy of payments from programs including Disproportionate Share (DSH), Upper Payment Limit, medical education, and other governmental sources.
Responsible for serving as an investment officer and assuring investment practices are consistent with the investment policy and Public Funds Investment Act requirements.
Assures compliance with local, state, and federal regulatory agencies. Prepares and files federal, state, hospital association, third party, rating agency, and other financial reports as required.
Directs and provides oversight to external auditors on completion of annual financial audits of JPS. Directly reviews and monitors corrective action plans regarding management letter and other recommendations for improving and/or correcting deficiencies in accounting hospital control procedures.
Establishes relations with banks and other financial institutions to maximize return on short-term cash and effectiveness of cash management activities. This includes maximizing fraud prevention efforts.

Required Education and Experience:

Bachelors degree in Accounting or Finance from an accredited college or university.
Masters degree required, preferably in Accounting, Finance or Business Administration from an accredited college or university.
Minimum of seven (7) years hospital finance administration experience in a healthcare setting.
Minimum of seven (7) years leadership experience.

Preferred Education and Experience:

Experience within supply chain operations, financial operations and hospital finance
Required Licensure/Certification/Specialized Training:

Current knowledge of GAAP, GASB and Federal, State and local laws and regulations and their implication and impact on the Network must be maintained.
Highly skilled in network-based, computer applications including, but not limited to, spreadsheets, data bases and word processing.

Preferred Licensure/Certification/Specialized Training:

Licensure as a CPA strongly preferred.

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VP, Finance and Supply Chain (CPA Required)

JPS Health Network

Fort Worth, TX
7 days ago
Fort Worth, TX
7 days ago

Vice President Finance and Supply Chain will be responsible for the establishment and maintenance of accounting principles, practices, records, procedures and financial strategic plan for JPS Health Network. This position will be the strategic and tactical leader for financial initiatives across JPS Health Network and will coordinates the development and implementation of operating and capital budgets, safeguards assets, and implement the financial policies and procedures for all JPS entities. This role provides leadership to the functions of general accounting, accounts payable, payroll, supply chain, budgeting, decision support, reimbursement, investments, non-patient receivables, daily cash management, tax management, financial reporting, and intercompany transactions and general contract oversight. This position will coordinate operations with other hospital departments, medical staff, and other related entities. Coordinates the JPS Acclaim & Foundation consolidated financial statements and the audited financial statement process.

Typical Duties:

Champion who provides leadership for the development and implementation of JPS Health Networks financial strategic plan, the annual operating budget (includes statistical, FTE, expense, revenue, capital, and cash budgets) and related budgeted financial statements consistent with JPS budget guidelines.
Monitors the financial performance and financial position of JPS to identify variances and key trends that affect financial viability as well as reviews key financial and utilization discrepancies with senior management and other stakeholders.
Establishes and maintains a margin improvement program focused on improving the operating performance. Establishes objectives for managing supply chain cost improvement activities.
Maintains a long-term financial plan and a financial statement projection that supports the JPS strategic plan.
Responsible for the proper accounting and disbursement of funds (payments) owed to vendors for goods or services. Assures that proper protocol exist for authorization of such transactions in regards to district policy, dollar limits, budget requirements, internal control, and other criteria.
Responsible for the timely and accurate filing of cost reports and other necessary information for third party reimbursement from Medicare and Medicaid. Directly oversees the reporting and accuracy of payments from programs including Disproportionate Share (DSH), Upper Payment Limit, medical education, and other governmental sources.
Responsible for serving as an investment officer and assuring investment practices are consistent with the investment policy and Public Funds Investment Act requirements.
Assures compliance with local, state, and federal regulatory agencies. Prepares and files federal, state, hospital association, third party, rating agency, and other financial reports as required.
Directs and provides oversight to external auditors on completion of annual financial audits of JPS. Directly reviews and monitors corrective action plans regarding management letter and other recommendations for improving and/or correcting deficiencies in accounting hospital control procedures.
Establishes relations with banks and other financial institutions to maximize return on short-term cash and effectiveness of cash management activities. This includes maximizing fraud prevention efforts.

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Associate Director, Training Delivery

First Command Financial Services, Inc.

Fort Worth, TX
4 days ago
Fort Worth, TX
4 days ago

How will your role impact First Command?

Perform as Primary Facilitator/Instructor for both initial and periodic training courseware for Advisors. The Associate Director, Training Delivery, will also design and develop effective multi-media training materials and support tools instrumental to positioning Advisors for service and sales success, as well as serve as a mobile, Field-deployable sales mentor and success coach for Advisors.

Position also involves assisting the Director, FFT Delivery as necessary in various training and delivery capacities.


What will you be doing?

  1. Provide primary facilitation, instruction and support for Fast Start Academy (FSA), Advanced Advisor Academy (A3), and Professional Development Course (PDC).
  2. Provide Director, FFT Delivery annual Training Delivery Plan to include FSA, A3, PDC, and any additional courses that might be necessary.
  3. Perform regular Field office visits to maintain sales/business process currency as well as to validate current Field Force Training (FFT) curricula and tools.
  4. Review and update the forms and literature that support the sales/business process.
  5. Update FFT program curricula and courseware for currency and efficacy to include incorporating feedback from Field Training Needs Assessments.
  6. Train facilitation skills to FFT department personnel in order to provide a redundant training delivery capability.
  7. Serve as FFT subject matter expert (SME) for Field-related projects, initiatives and software development and participate in related focus groups.
  8. Offer support to Home Office programs that require Advisor experience.
  9. Assist Director, FFT Delivery, with project management responsibilities and technology initiatives for improving training materials.
  10. Possess familiarity with a variety of the Field’s concepts, practices and procedures and rely on extensive experience and judgment to plan and accomplish goals.

Education

  • Bachelor’s Degree (REQUIRED) in Finance or Financial Planning Specialization (PREFERED)

Work Experience

  • 5 years relevant experience to include: Large Group Instruction, Training, Teaching and Financial Planning (2 years PREFERED)
  • Successful First Command Financial Advisor (2 years PREFERED)

Certifications

  • Current Series 6, 63* and 65 investment registrations. (REQUIRED)
  • Current Life and Health Insurance licenses. (REQUIRED)
  • Certified Financial Planner® (CFP) or Chartered Financial Consultant (CHFC) (PREFERED)

Knowledge, Skills and Abilities

  • Must be self-motivated, results-oriented and able to execute duties superbly with minimal supervision. (REQUIRED)
  • Must demonstrate robust leadership skills or possess strong leadership potential in a team environment capable of integrating diverse personalities, attitudes and ideas among facilitators, developers and support personnel. (REQUIRED)
  • Must have superior interpersonal skills and be able to contribute effectively as a team member of Field Force Training. (REQUIRED)
  • Must have superior written & oral communications skills as well as outstanding large audience (25-250) presentation skills. (REQUIRED)
  • Must be able to simultaneously manage & prioritize multiple projects at various stages of completion. (REQUIRED)
  • Must be highly-competent with respect to standard presentation, word processing, spreadsheet and web-conferencing computer software and equipment. (REQUIRED)
  • Must be available to travel approximately 10% of the year for Field office visits (REQUIRED)
  • Experienced in developing comprehensive financial plans. (PREFERED)
  • Experienced in Long-Term Care, Disability and Property & Casualty Insurance. (PREFERED)
  • Must be able to effectively design, produce, edit and review learning objectives and training curriculum in a financial services context. (PREFERED)

#LI-NC1


Required Skills
Required Experience
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Transitioning out of the military? Your leadership, strategic thinking and discipline are all skills needed in this Financial Services Professional career-Check us out!

Ameritas Independent Agencies

Fort Worth, TX
4 days ago
Fort Worth, TX
4 days ago

be a financial professional

Transitioning out of the military? If so, what’s next for you?  Maybe you’re looking for things you can’t get from a traditional job. Consider the rewards of being a financial professional with us.
 

Deploy yourself in a new direction. The character attributes and skills you’ve developed in the military are exactly those needed to build a strong, successful financial practice: Leadership. Strategic thinking. Discipline.

 Take your training even higher. You’ll build your own business, helping individuals, families and businesses create financial strategies to help protect what is most precious to them, grow and guard wealth, and prepare for the unforeseen. There’s a lot to learn, and the first few years are challenging. But we offer you the advanced training and support you’ll need. And if you’ve got the right stuff to be an independent entrepreneur, it’s a career worth investing in.

 Specialize. It’s your business, your way. You’re the boss. Build a business that exactly suits your skills, in any area of financial services that interests you most. In this career, you drive your own destiny, and impact outcomes for the better.

 

What sort of responsibilities should a person in this position expect?

• We seek people interested in constantly expanding their skill set and developing their potential.

• You will be required to show initiative in prioritizing tasks and carrying them through to completion.

• With our guidance, you will set and attain your own business sales objectives.

• You will collaborate with other successful agents in our firm to help build your business.

• You should be able to develop strong business relationships throughout the community.


What are we looking for in this person?

 • Honesty and integrity

• A positive attitude

• Success-driven and results-focused

• Enjoys building long-term relationships

• A great communicator

 

What can you expect from us?

 • Professional training

• Access to a wide range of quality products

• A benefits package

• Potential to earn significant income

• A career path that could lead to management for the right person

• Access to tools to help you get the job done

  

If you’ve got what it takes, we’ve got great opportunities. Apply today.

 

 (Agency Name) is not an affiliate of Ameritas or its subsidiaries.

  

RA 1026 VF 7-16


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Regional Finance Manager

Menzies Aviation PLC

Fort Worth, TX
7 days ago
Fort Worth, TX
7 days ago
The Regional Finance Manager is responsible for all financial aspect of control and reporting for a number of locations within the US region.
Essential Duties and Responsibilities:
  • Completion of weekly flash reports.
  • Produce monthly financial statements (profit and loss statements and other financial reports).
  • Produce quarterly reforecast and annual budgets.
  • Assist in the preparation of annual 3 Year Plans.
  • Preparation of capital expenditure requests.
  • Assist in the preparation and response to RFP’s and renewals of customer contracts.
  • Provide financial advice to the regions operations.
  • Provide financial support to Regional Ops VP’s.
  • Ensure adherence to Group policies on accounting and controls.
  • Other duties as assigned.

Required skills: 
  • Relevant accounting qualification or qualification by experience.
  • Minimum 5 years of accounting experience and 3 years of management experience (to include progressively more responsible financial management and supervisory experience).
  • Expertise in Excel, experience with Hyperion a plus.
  • Must have strong organization and time management skills.
  • Ability to plan, prioritize and complete projects within mission critical deadlines.
  • Excellent customer service skills, in person, on the phone and in writing.
  • Aviation industry experience is a plus.
  • Must be able to sit for long periods of time.
  • Ability to look at a computer for extended periods of time.
  • Ability to maintain a professional demeanor within a very hectic work environment.
  • Must be able to travel domestically and internationally utilizing various transportation methods.
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Licensed Financial Advisor (TX, Fort Worth, EECU - Fort Worth, TX)

CUSO Financial Services, L.P

Fort Worth, TX
5 days ago
Fort Worth, TX
5 days ago

Join a Winning Team!

 

CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide investment services for members of Educational Employees Credit Union (EECU) in the Ft. Worth, Texas area.

 

When you join EECU Credit Union and CFS, you enjoy numerous benefits:

  • Warm leads: Partner with branch staff and enjoy warm leads, referrals, and already-established credibility
  • Large opportunity: Easily tap into the credit union’s member base to find new clients
  • No proprietary products: Freedom to recommend the right solutions to serve your clients’ financial needs
  • Built for you: we help you grow your business by combining accessible, responsive leadership with advisor-centric tools and technology

 

CFS (Member FINRA/SIPC) is a broker-dealer and RIA with a stable, 25-year track record of serving the investment needs of credit unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior-level access and expert technology to get there. We are lead by visionary financial services leaders who see farther. We’re ranked as one of the top broker-dealers in the industry and we work with some of the top financial institutions in the country. We invite you to join our winning team!

 

Established in 1934, EECU Credit Union has over $2.8 billion in assets and more than 225,000 members.

Their story began in the Fort Worth ISD administration building with the formation of a credit union for teachers and administrators. First known as the Fort Worth Teachers Credit Union. In 1976 the name was changed to the Educational Employees Credit Union, eventually becoming more simply known as EECU. To learn more, visit https://eecu.org

Posted

10 days ago

Description

The Director of Project Finance is responsible for 1) developing financial vehicles across all of company solutions (e.g. solar, LED, etc.) to drive client revenue effectively and efficiently 2) supporting sales and service with project finance insights 3) participating in client meetings and presentations as needed 4) understanding of finance regulations to ensure compliance and identify business opportunities 5) making project finance a revenue center for company. 

JOB DUTIES:
  • Develop financial vehicles to drive client sales for the company. The vehicles may come via the sourcing of third-party financiers or creating in-house models.
  • Demonstrate advanced knowledge and understanding of all industry products and services and how finance fits within the value chain.
  • Understand all financial markets (debt, credit, private equity, etc.) and how company can utilize those to drive business results.
  • Make project finance a profit center within the company.
  • Support the Business Development and Client Service Teams with industry insights and information to aid new business and upsell sales and deliver value to existing customers
  • Match project financing vehicles to the goals and objectives of clients and articulate that value to internal and external stakeholders.
  • Participate in client presentations, meetings, and conference calls.
  • Ensure compliance with all project finance regulations.
  • Stay up-to-speed on project finance and industry regulations and communicate those regulations and associated opportunities internally and externally (e.g. 179D, 100 percent bonus depreciation, etc.).
  • Leverage the client entertaining assets of Ownership (e.g. game day suite) to engage and build best-in-class relationships with financial partners as determined by business needs.
Qualifications:
  • Bachelor’s degree in finance, engineering, business or related field. Advanced degree preferred.
  • Minimum of seven (7) years of relevant work experience.
  • Ability to create financial models for all energy solutions (e.g. project leasing, power purchase agreements, etc.).
  • Advanced Microsoft Office Skills (e.g. Excel, PowerPoint, Outlook).
  • Success at consistently achieving financial goals as an individual and a team.
  • Demonstrate high business acumen, strong interpersonal skills, best-in-class communication in all forms, and organization skills.
  • Handle multiple tasks, prioritize goals, and ability to meet tight deadlines.
  • Track record of conducting business that coincides with the company’s mission.
Source: Nenni and Associates