Banking and Financial Services Jobs in Dallas County Texas
26 positions found — Page 2
Salary: $140,000
- $295,000 per year A bit about us: We are a Dallas-based firm that provides a comprehensive range of legal services, with a strong emphasis on aiding entrepreneurs and business owners.
Their practice areas encompass corporate and financial transactions, litigation and business disputes, tax, estate, and succession planning, and cybersecurity risk management.
They are trusted advisors, integrating legal solutions with their clients' overarching business objectives.
The firm distinguishes itself by offering strategic business insight alongside traditional legal counsel, aiming to provide a holistic approach to their clients' legal and business needs.
Why join us? Medical/Dental/Vision Life insurance; AD&D Short and long term disability 401k with 3% match Flexible work schedule Performance Bonus incentives Strong mentorship and growth opportunities Paid expenses
- Bar dues/CLEs/Bus.
Development expenses Volunteer Time Off Paid Holidays Job Details Job Details: Our prestigious law firm is seeking a dynamic, experienced Banking & Finance Attorney to join our team on a permanent basis.
The ideal candidate will be a seasoned professional with a strong background in the legal industry, particularly in the banking and finance sector.
We are looking for an individual who is ready to handle challenging assignments in a high-stakes, high-reward environment.
This position offers a unique opportunity to work on complex transactions, provide strategic advice to our clients, and become a pivotal member of our legal team.
Responsibilities: As a Banking & Finance Attorney, you will be expected to: 1.
Advise clients on a wide range of banking and finance matters, including lending transactions, financial services regulation, and capital markets.
2.
Review, analyze, and interpret banking laws, regulations, and rulings to ensure compliance.
3.
Draft, review, and negotiate a variety of banking and finance agreements and contracts.
4.
Conduct comprehensive due diligence reviews and risk assessments.
5.
Represent clients in negotiations, mediations, arbitrations, and court proceedings.
6.
Collaborate with other attorneys and professionals to provide comprehensive legal services to our clients.
7.
Stay up-to-date with the latest developments in banking and finance law and bring innovative solutions to complex legal issues.
Qualifications: The successful candidate will possess the following qualifications: 1.
Juris Doctor (JD) degree from an accredited law school.
2.
Admitted to practice law in the state and in good standing.
3.
A minimum of 5 years of experience as a Banking & Finance Attorney.
4.
Proven experience in conducting thorough legal due diligence.
5.
Strong knowledge of banking and finance law, regulations, and industry practices.
6.
Excellent negotiation, drafting, and analytical skills.
7.
High level of professionalism and integrity.
8.
Ability to handle complex legal issues with minimal supervision.
9.
Excellent interpersonal skills, with the ability to build strong relationships with clients and team members.
10.
Strong written and verbal communication skills, with the ability to explain complex legal issues in a clear and understandable manner.
We are looking for a seasoned professional who is ready to take their career to the next level.
If you are a self-starter with a passion for banking and finance law, we would love to hear from you.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
LOS System Analyst
Dallas, TX 75219
long-term contract
Mortgage lending industry with a background as an underwriter, closer or back office support, LOS administrator or operations analyst
- Responsible for evaluating client LOS systems, workflows, and configurations.
- Support implementation team with Configurations & workflow customization
- Identifying any issues related to Data fields, business rules, and integrations (CRM, pricing engines, docs)
- Understand complex LOS systems, workflows, and configurations
- Interpret regulatory requirements as they relate to LOS functions
- Pull information from documentation, vendor materials, and user feedback to provide accurate recommendations
- Design curriculum & training materials
- Lead workshops, webinars, and hands‐on sessions
- Tailor content by audience (LOs vs processors vs underwriters)
- Patient, articulate, and able to simplify complex topics
- Use examples, scenarios, and live demos effectively
- Experience with Loan Origination Systems (LOS), including Encompass, Blend, Empower, nCino, MeridianLink, Byte, Mortgage Cadence, Point or similar
- Understanding full Loan origination lifecycle (lead → application → processing → underwriting → closing → funding)
- Understand Regulations impacting LOS workflows (e.g., TRID, HMDA, ECOA, QC rules)
- Experience analyzing SOPs, software specs, compliance requirements
- Experience with Training include one-on-one and group based web training.
- Identifying training requirements, designing curriculum & training materials
- Must have experience with MS Excel including Mortgage formulas
Salary: $100,000
- $115,000 per year A bit about us: Our client is one of the largest manufacturers.
Why join us? Top Compensation & Bonus Medical/Dental/Vision Benefits Flexible working arrangements Generous PTO Growth Job Details Job Details: We are seeking a Senior FP&A Analyst for our dynamic manufacturing company.
This is a permanent role, offering an exciting opportunity to be a part of our growing finance team.
The successful candidate will be responsible for forecasting, variance analysis, cash flow management, monthly reporting, and annual budgeting.
You will also be involved in intercompany transactions and manufacturing accounting.
This position is integral to our financial planning and analysis (FP&A) department and will play a key role in driving our financial performance.
Responsibilities: Develop and maintain financial forecasts and budgets for the manufacturing business unit.
Conduct variance analysis to understand differences between actuals and forecasts, and provide insightful explanations for deviations.
Produce monthly financial reports for senior management, highlighting key business drivers and trends.
Manage intercompany transactions and ensure accurate and timely reporting.
Analyze cash flow, identifying opportunities for improvement and recommending strategies to optimize cash management.
Collaborate with other departments to gather necessary data for financial analysis.
Support the annual budgeting process, including the preparation of budget templates, coordination with business unit leaders, and consolidation of budget inputs.
Participate in manufacturing accounting activities, ensuring accurate cost allocation and product costing.
Assist with ad-hoc financial analysis and projects as required.
Qualifications: Bachelor's degree in Finance, Accounting, or a related field.
Minimum of 3 years of experience in financial planning and analysis, preferably in the manufacturing industry.
Advanced proficiency in Excel, including the ability to create complex financial models and perform sensitivity analysis.
Strong understanding of income statements, cash flow statements, and balance sheets.
Experience with intercompany transactions and manufacturing accounting.
Exceptional analytical skills, with the ability to interpret financial data and provide actionable insights.
Solid understanding of manufacturing processes and cost accounting principles.
Excellent communication skills, with the ability to present financial information in a clear and concise manner to non-financial stakeholders.
High level of accuracy and attention to detail.
Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
CPA, CMA, or MBA is a plus.
Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
Salary: $80,000
- $100,000 per year A bit about us: Long-standing Real Estate Company with holdings in excess of $3 billion, whose primary business activities include real estate development, real estate ownership and management, commercial real estate lending, venture capital and private equity Why join us? Longstanding, reputable real estate development and investment company with a large growing pipeline Strong management and executive team focused on mentoring and development Newly created position due to growth High visibility and immediate advancement potential within this expanding team Excellent corporate culture Job Details Our company is seeking a Treasury Manager to join our team.
The individual will be working closely with senior management to ensure cash flows are adequate to allow business units to operate effectively.
This is an excellent opportunity for a seasoned professional to contribute their expertise in a thriving and supportive environment.
Responsibilities: 1.
Oversee and manage daily cash management transactions, reporting cash operation activities, and projecting future cash needs 2.
Implement and maintain a system of policies and procedures that impose an adequate level of control over treasury activities 3.
Ensure that sufficient funds are available to meet ongoing operational and capital investment requirements 4.
Manage the company's investments, liquidity, and cash management portfolio 5.
Responsible for the preparation and management of the company's budget.
6.
Manage relationships with financial service providers, negotiate with financial institutions to improve banking products and services 7.
Monitor and manage the performance of banking and financial service providers Qualifications: 1.
Minimum of 5+ years of experience in cash management or treasury 2.
Strong analytical skills and attention to detail 3.
Excellent organizational skills, ability to manage multiple tasks simultaneously, and meet deadlines 4.
Proficient in Microsoft Office Suite, with exceptional Excel skills 5.
Excellent communication and leadership skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
Jobot also prohibits harassment of applicants or employees based on any of these protected categories.
It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization.
Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Frequency varies for text messages.
Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages.
You can reply STOP to cancel and HELP for help.
You can access our privacy policy here: /privacy-policy
**Head of Corporate Development Private Equity-Backed Healthcare IT Company**
**Position Summary:** Our client, a leading private equity-backed healthcare IT company, is seeking a highly experienced and strategic Head of Corporate Development. This role will be pivotal in driving the company's growth through mergers, acquisitions, and strategic partnerships. The successful candidate will lead the identification, evaluation, and execution of acquisition opportunities and will work closely with executive leadership to align these endeavors with the company's long-term strategic objectives.
**Key Responsibilities:** The Head of Corporate Development will oversee all aspects of the acquisition process, from sourcing deals to negotiation and integration. This includes conducting thorough market analysis to identify potential acquisition targets, performing financial modeling and valuation assessments, and structuring deal terms. The role also involves working cross-functionally with legal, finance, and operational teams to ensure seamless integration of acquired entities. The individual will also be responsible for managing relationships with investment banks, advisors, and other stakeholders.
**Qualifications:** The ideal candidate will have extensive experience in corporate development, investment banking, or private equity, particularly within the healthcare or technology sectors. Strong analytical and negotiation skills are essential, along with a proven track record in leading successful MandA transactions. Excellent communication and leadership abilities are required to effectively collaborate with internal teams and external partners. An MBA or relevant advanced degree is highly desirable. This opportunity is ideal for a strategic thinker with a passion for growth and innovation in the healthcare IT industry.
Key Account Manager
We are looking for a motivated and ambitious Pharmaceutical Sales Representative to join our team. If you have a background in business-to-business (B2B) sales and are eager to build a career in pharmaceutical sales, this is an excellent opportunity to represent a top biotechnology company!
This is your opportunity to join and represent a top biotechnology company!
What’s in it for you?
Competitive compensation
Medical, dental, vision, 401(k), life & disability insurance
Paid time off, maternity and paternity leave
Employee discounts & exclusive promotions
Recognition programs, contests, and company-wide awards
Exceptional, collaborative culture
Best Places to Work in BioPharma (2022, 2023, & 2025)
Certified Great Place to Work (2022, 2023, 2025)
What will you be doing?
Deliver appropriate and approved information and relevant messaging to target accounts
Achieve call and sales activity targets as set by the company
Complete administrative duties as required
Demonstrate deep marketplace, therapeutic, product and disease expertise based on thorough understanding of rigorous scientific principles and data, including mechanism of action, indications, efficacy, safety, etc.
Understand and apply knowledge of health care industry, trends, applicable laws and regulations, market conditions, and the market access environment (including but not limited to pharmacy-economics, payer/ reimbursement landscape and patient flow/influence between institutions and community practices) and analyze these factors in the development of business plans and in daily execution of sales calls within compliance guidelines.
Establish, maintain, and develop strong relationships with customers in HCP offices, urgent care facilities and pharmacies
Demonstrate advanced ability to ask strategic, insightful questions to obtain information on customer needs from all stakeholders in accounts, using the insights to position current promoted brands and collaborate with customers on a customized strategy.
What do you need for this position?
Bachelor's degree, 3+ years of proven high-performance sales required
Previous Medical Device experience strongly preferred
Buy and Bill experience strongly preferred
Proven Ophthalmology sales experience preferred
Experience in eye care is required
Strong interpersonal and relationship building skills
Strategic thinker who can develop and drive a territory business plan
Ability to develop solid and long-standing business relationships with strategic/targeted customers
Demonstrated solid financial and analytical skills
A valid driver’s license and safe driving record
Strong priority setting skills and timely decision making
Strong presentation skills & written communications
Microsoft Office, CRM/Veeva, Sales reporting technology skills
Apply
locations
Dallas, TX
time type
Full time
posted on
Posted Yesterday
job requisition id
JR35059
Inizio Engage has partnered with a leading pharmaceutical company that is dedicated to bringing innovative products and effective solutions to physicians and patients in the Ophthalmology space.
