Banking and Financial Services Jobs in Grapevine, TX
15 positions found
Primary responsibilities will direct supervision of two other team members, a paralegal and claims coordinator.
The Litigation Attorney will oversee low to middle level risk claims and manage the work of the claims team members as well as outside counsel.
The Litigation Attorney will provide timely response to claims, complaints, subpoenas and other service of process; legal research; review and drafting of pleadings and discovery responses, claim summaries, executive reporting, mediation/trial and other litigation-related events; e-discovery and legal holds management; and other activities under the supervision of more senior attorneys relating to all phases of litigation from pre-trial investigation through mediation, settlements, verdict or appeal.
Responsibilities: Work with VP of Litigation and other attorneys in the daily management of pre-litigation and litigation pertaining to a broad range of litigation, pre-litigation and other claim management matters for the entire enterprise including professional liability, general liability, regulatory matters and commercial litigation.
Direct management of 2 associates (Paralegal and Claims Coordinator) Monitor and manage service of process, filings, subpoenas and a variety of other legal service documents served on the entire enterprise.
Monitor and assist with legal demands, preservation demands, legal holds and the collection of e-discovery, medical or billing records as needed.
Draft, review and management of various agreements and other documents related to claims management, pre-litigation and litigation matters.
Draft, review and interact with internal and outside counsel as well as internal clients working on discovery projects, retrieval of ESI, reviewing discovery responses, draft motions and other litigation related filings.
Draft correspondence to regional clients and/or outside counsel related to a variety of topics.
Monitor and manage confidential and proprietary databases and documents utilized by litigation team department.
Work and collaborate with internal clients across the enterprise to manage claims at various levels including claim resolution and settlement closings.
Communication with outside counsel and internal leadership and staff regarding various matters.
Conduct legal document research, retrieving information, and investigations.
Assist with various projects, such as subpoena responses, coordination of witness appearances, participation in deposition and trial preparation and collection of, hold and retrieval of e-discovery.
Assist in drafting correspondence related to subpoena, legal holds, preservation demand and various other communications with both internal clients and outside counsel.
Assist with claim team coordination, claims reviews, weekly meetings.
Attend mediation/trial and reporting related to same.
Travel to regional clients as needed in connection with meetings, mediation or trials.
Travel 25-40% Build positive relationships within team, with entity contacts, internal contacts, senior leaders, directors, and office work team as necessary to perform duties and to achieve results.
Requirements: Education/Skills Juris Doctor.
Prefer curriculum with focus on litigation or trial advocacy.
5-10 years of Legal experience in firm or corporate setting.
Litigation experience required.
Experience At least 5 yearsβ experience in legal or litigation setting, preferably related to hospital, provider or healthcare matters.
Excellent organization, writing and interpersonal skills, with the ability to take detailed notes.
Ability to analyze discovery responses, understand motion practice, and interact with outside counsel.
Ability to prepare/send correspondence for the entity.
Drafting of legal holds, affidavits and other legal documents.
Organizational skills with the ability to handle priority projects simultaneously within tight deadlines and is proactive in preventing problems, good follow through on projects/issues, and an attention to detail.
Ability to handle confidential information and PHI in a mature, professional, and completely confidential manner.
Proficiency in Word, database management, and Excel as well as legal research on Lexis/Westlaw.
Knowledge of e-discovery platforms and working with same.
Licenses, Registrations, or Certifications Licensure and in good standing to practice in Texas (preferred) or in another State, with the ability to become licensed in Texas within one year of hire.
Work Schedule: 5 Days
- 8 Hours Work Type: Full Time
Trailing Document Specialist
Location: In-Office (Flower Mound, Texas)
Employment Type: Full-Time
Position Overview
We are seeking a detail-oriented Mortgage Trailing Document Specialist to support post-closing operations by ensuring all trailing documents are obtained, reviewed, and delivered in compliance with investor, agency, and regulatory requirements. This role is critical to maintaining clean loan files, reducing investor exceptions, and ensuring timely loan sales and collateral certification.
Key Responsibilities
- Track, request, and clear all trailing documents following loan funding, including but not limited to:
- Recorded Deeds, Mortgages/Deeds of Trust
- Final Title Policies
- Assignments, Allonges, Corrections, and Modifications
- Review trailing documents for accuracy, completeness, and investor compliance.
- Follow up with settlement agents, title companies, recording offices, and internal teams to resolve outstanding items.
- Clear post-closing and trailing document conditions within required timelines.
- Upload, index, and maintain documents in the loan origination and document management systems.
- Prepare loan files for investor delivery, collateral certification, and custodial review.
- Identify and escalate issues that may impact loan salability or investor delivery deadlines.
- Maintain service-level agreements (SLAs) and aging reports for outstanding trailing documents.
- Support audits, investor inquiries, and quality control requests as needed.
- Assist with general office administrative functions
Qualifications
- 1+ year of mortgage post-closing, trailing document, or collateral experience.
- Strong understanding of:
- Post-closing and trailing document processes
- Title policies, recorded documents, and corrective instruments
- Agency and investor documentation standards (FNMA, FHLMC, FHA, VA preferred)
- High attention to detail with strong organizational and time-management skills.
- Ability to manage multiple files and meet strict deadlines.
- Strong written and verbal communication skills.
- Self-motivated with the ability to work independently in a fast-paced environment.
Preferred Experience
- Proficient with LOS systems (MLM / LendingQB or similar) and document management platforms preferred.
- Experience working with custodians and collateral certification.
- Familiarity with county recording processes and title company workflows.
- Exposure to wholesale, correspondent, or Non-QM lending environments.
The primary function involves synthesizing data from multiple sources into clear, meaningful analysis.
This involves assisting in identifying opportunities and supporting efforts related to the standardization of management reporting, benchmarking and data collection necessary to support both.
Additional responsibilities include assisting in identifying, quantifying and prioritizing opportunities to improve net revenue realization and cash flow at the system level, the facility level and at a Payor level as well as development of financial models and other analysis related to the development and implementation of solutions in revenue cycle areas.
Responsibilities:
* Supports and manages existing capabilities related to the standardization and consolidation of daily/weekly/monthly reporting revenue cycle reporting
* Assist in the standardization of goal setting and productivity and performance monitoring
* Collects, synthesizes and communicates relevant information through the system to support strategies
* Facilitates development and implementation plans to enable the effective benchmarking and comparative reporting of key revenue cycle metrics
* Performs financial opportunity assessments for hospitals to identify opportunities to improve revenue cycle performance
* Supports strategic plan to focus efforts and resources on high priority areas to improve cash flow and net revenue realization throughout the system
* Assists in development of plans to implement strategies and measure the results of the implemented strategies
* Serves business units through analysis of how the value of initiatives and services can be optimized across the system
* Assists in creating and monitoring models that link strategies to measures of performance (financial and non-financial) that ensure successful implementation
* Provides analysis capabilities, information and tools to operations to enhance skills in detecting both current and future performance issues
* Cultivates internal relationships at the corporate and facility level to gain support and participation in initiatives
* Cultivates external relationships to gain new knowledge and competencies
* Conforms with and abides by all regulations, policies, work procedures, and instructions
* Utilizes strong computing ability to balance multiple tasks
* Functions as a contributing and effective member of the team
* Analyzes and prepare special projects as needed
* Other duties as assignedRequirements:
* Bachelor's DegreeWork Schedule:8AM
- 5PM Monday-Friday Work Type: Full Time
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Take Control of Your Career β Work from Anywhere
We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether youβre an experienced sales professional or looking for a career change, we provide everything you need to succeedβleads, training, mentorship, and an unmatched commission structure.
Why Join Us?
-100% Commission-Based β No salary cap! Your income potential is unlimited, based on your effort and results.
-Work Remotely β This is a remote opportunity, with the option for in-person client meetings if preferred.
-No Cold Calling β Leverage our unique platform that connects you with qualified leads actively seeking insurance.
-Flexible Schedule β Be your own boss and set your own hours. Work from home or on the go!
-Comprehensive Training β We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.
-Career Growth β Promotions based on performance, not tenure, with leadership opportunities available.
What Youβll Do:
Get Licensed! You must have or be willing to obtain a life insurance license (we guide you through the process).
Meet with Clients (virtually or in-person) to assess their financial goals and insurance needs.
Present Tailored Solutions that help clients make informed decisions about life insurance.
Close Sales & Earn Big! Guide clients through the application process and celebrate your wins.
Build Long-Term Relationships and provide continuous client support.
Stay Informed on industry trends to position our products effectively.
What You Need to Succeed:
-Strong communication and sales skills
-Self-motivated and goal-oriented mindset
-Ability to work independently and manage your own schedule
-No experience required β weβll help you get licensed!
-Reliable internet connection and phone access (for virtual meetings)
Compensation & Perks:
Uncapped commission-based pay with lucrative bonuses
Residual income on policy renewals
Comprehensive training & professional development
Fast-track promotion opportunities
Conducts audit activities, reporting and communicates audit findings.
Works in conjunction with Compliance Director on compliance work plans, internal and external audits and reviews, and provides assurance that the organization is operating in an efficient and effective manner.
Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Manages compliance audit activities pertaining to compliance and coordinates with Corporate Compliance Director and Senior Leadership as it relates to such audits Responsible for answering inquiries related to professional documentation, coding, and billing regulatory requirements.
Work with VP/Senior/Manager/Director on more complex issues or investigations.
Assist with data analysis to determine root cause of reported or identified issues and determine level of escalation required.
Performs and follows established audit work steps and procedures Gather all relevant information for potential compliance issues, determine underlying causes, and relate information from different sources to draw logical conclusions.
Maintain a current understanding of regulatory trends and changes in compliance and regulatory guidelines that affect CHRISTUS and its subsidiaries by monitoring various resources to assess regulatory changes and determine organizational impact.
Document all issues received, actions taken, and resolutions.
Collaborates with Compliance Director, VP, Compliance on external audits and reviews, which are initiated by government agencies or government-contracted organizations Coordinates and performs timely medical record and claims reviews across CHRISTUS Health departments (HIM, Case Mgt., PFS, CTC) Works jointly with Compliance Directors, VP, Compliance on the compliance work plan, risk assessments, and quarterly Board Committee reports Assist with the development of dashboards, written reports, or other deliverables to be presented to the department, VP Compliance, Senior Leadership, and/or the Board Committee.
Help develop and maintain compliance-related policies and procedures to ensure they are current and relevant.
Assist with providing policy-related guidance to individuals and departments.
Provides feedback to HIM, Case Management, Patient Financial Services (PFS), Revenue Cycle, physicians and Hospital and Clinic operations regarding charging, documentation, patient status and coding issues so 'process improvement' changes are made Perform audits and reviews, identify process improvements, and streamline processes.
Communicates compliance/audit activities and outcomes to departments Assists Compliance Director on OIG and other government audits/reviews and other compliance-related work, as assigned.
Maintains confidentiality and discretion regarding all work matters and works cooperatively with all team members and demonstrates competence to perform assigned responsibilities.
Takes personal responsibility to ensure compliance with all policies, procedures and standards as promulgated by state and federal agencies, the hospital, and other regulatory entities.
Performs all duties in a manner that protects the confidentiality of patients and does not solicit or disclose any confidential information unless it is necessary in the performance of assigned job duties.
Performs other duties as assigned.
Job Requirements: Education/Skills Associate's degree required Bachelor's degree preferred Experience Strong interpersonal and written and verbal communications skills required Strong data analytics and interpretation skills preferred Knowledge and experience in using EPIC, Word, Excel, PowerPoint, PowerBI and similar Office programs preferred Licenses, Registrations, or Certifications RHIT, RHIA, RN, CHC, CPC or similar credential preferred In accordance with the CHRISTUS Health License, Certification and Registration Verification Policy, all Associates are required to obtain the required certifications for their respective positions within the designated time frame.
Work Schedule: 8AM
- 5PM Monday-Friday Work Type: Full Time
Conducts audit activities, reporting and communicates audit findings.
Works in conjunction with Compliance Director on compliance work plans, internal and external audits and reviews, and provides assurance that the organization is operating in an efficient and effective manner.
Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders.
Manages compliance audit activities pertaining to compliance and coordinates with Corporate Compliance Director and Senior Leadership as it relates to such audits Responsible for answering inquiries related to professional documentation, coding, and billing regulatory requirements.
Work with VP/Senior/Manager/Director on more complex issues or investigations.
Assist with data analysis to determine root cause of reported or identified issues and determine level of escalation required.
Performs and follows established audit work steps and procedures Gather all relevant information for potential compliance issues, determine underlying causes, and relate information from different sources to draw logical conclusions.
Maintain a current understanding of regulatory trends and changes in compliance and regulatory guidelines that affect CHRISTUS and its subsidiaries by monitoring various resources to assess regulatory changes and determine organizational impact.
Document all issues received, actions taken, and resolutions.
Collaborates with Compliance Director, VP, Compliance on external audits and reviews, which are initiated by government agencies or government-contracted organizations Coordinates and performs timely medical record and claims reviews across CHRISTUS Health departments (HIM, Case Mgt., PFS, CTC) Works jointly with Compliance Directors, VP, Compliance on the compliance work plan, risk assessments, and quarterly Board Committee reports Assist with the development of dashboards, written reports, or other deliverables to be presented to the department, VP Compliance, Senior Leadership, and/or the Board Committee.
Help develop and maintain compliance-related policies and procedures to ensure they are current and relevant.
Assist with providing policy-related guidance to individuals and departments.
Provides feedback to HIM, Case Management, Patient Financial Services (PFS), Revenue Cycle, physicians and Hospital and Clinic operations regarding charging, documentation, patient status and coding issues so 'process improvement' changes are made Perform audits and reviews, identify process improvements, and streamline processes.
Communicates compliance/audit activities and outcomes to departments Assists Compliance Director on OIG and other government audits/reviews and other compliance-related work, as assigned.
Maintains confidentiality and discretion regarding all work matters and works cooperatively with all team members and demonstrates competence to perform assigned responsibilities.
Takes personal responsibility to ensure compliance with all policies, procedures and standards as promulgated by state and federal agencies, the hospital, and other regulatory entities.
Performs all duties in a manner that protects the confidentiality of patients and does not solicit or disclose any confidential information unless it is necessary in the performance of assigned job duties.
Performs other duties as assigned.
Job Requirements: Education/Skills Associate's degree required Bachelor's degree preferred Experience Strong interpersonal and written and verbal communications skills required Strong data analytics and interpretation skills preferred Knowledge and experience in using EPIC, Word, Excel, PowerPoint, PowerBI and similar Office programs preferred Licenses, Registrations, or Certifications RHIT, RHIA, RN, CHC, CPC or similar credential preferred In accordance with the CHRISTUS Health License, Certification and Registration Verification Policy, all Associates are required to obtain the required certifications for their respective positions within the designated time frame.
Work Schedule: 8AM
- 5PM Monday-Friday Work Type: Full Time
This Jobot Job is hosted by: Melanie Courtney
Are you a fit? Easy Apply now by clicking the "Apply" button
and sending us your resume.
Salary: $95,000 - $115,000 per year
A bit about us:
Our client is a pioneer in online lending that has developed 14+ consumer finance brands in the US and UK and has served more than 4 million underserved consumers for over 20 years.
Why join us?
Great culture
Top Benefits
Growth opportunities
Job Details
General Summary
We are seeking an experienced and highly analytical Fraud Strategy Analyst/Manager to join our Risk Management team. This individual will be responsible for driving the enterprise-wide fraud prevention strategy across all products and channels. The ideal candidate will combine strategic vision with hands-on analytical expertise to reduce fraud losses, enhance detection capabilities, and strengthen verification and identity management processes.
This role will focus on evaluating and optimizing fraud detection systems, leveraging advanced analytics, and integrating third-party data to proactively identify emerging fraud patterns. The position requires strong collaboration with Product, IT, and Operations to ensure the organization maintains a robust, scalable, and adaptive fraud strategy.
Principal Duties and Responsibilities
- Develop and execute enterprise-wide fraud prevention and detection strategies across products and channels.
- Evaluate and implement best-in-class fraud prevention technologies and data sources.
- Create and maintain a multi-year roadmap for fraud strategy, technology enhancement, and data integration.
- Analyze internal and external fraud data to identify trends, emerging risks, and actionable insights.
- Serve as a subject matter expert for fraud strategy, tools, data, and risk analytics.
- Build and monitor key fraud performance metrics and dashboards to measure effectiveness and identify opportunities.
- Lead initiatives related to identity verification, device intelligence, and KYC improvements.
- Design and maintain advanced analytical tools and algorithms to detect and mitigate fraud.
- Continuously tune and optimize existing fraud rules, scorecards, and workflows to enhance detection accuracy.
- Partner with IT, Product, and Operations to enhance system integration, rules deployment, and automation capabilities.
- Prepare and deliver high-quality reporting and recommendations to senior management and other stakeholders.
- Stay abreast of evolving fraud tactics, technologies, and regulatory expectations to ensure best-in-class defenses.
- Provide thought leadership and mentor junior analysts to build organizational fraud analytics capability.
Experience and Education
- Bachelorβs degree in Statistics, Economics, Finance, Mathematics, Data Science, or a related quantitative discipline. Masterβs degree preferred.
- Minimum of 4+ years of experience in financial services with a focus on fraud risk management, analytics, or strategy.
- Proven experience with fraud tools and third-party data providers (e.g., TransUnion, Clarity, iOvation, LexisNexis, NeuroID, etc.).
- Strong hands-on skills in data analysis using SAS, SQL, Python, or similar tools.
- Deep understanding of fraud typologies, identity verification, and application fraud mitigation across digital and traditional channels.
- Demonstrated ability to translate data-driven insights into actionable business strategies.
- Strong cross-functional collaboration and communication skills with both technical and non-technical stakeholders.
- Ability to manage multiple initiatives simultaneously and influence at all organizational levels.
Interested in hearing more? Easy Apply now by clicking the "Apply" 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 Jobotβs 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
- SEC Reporting Analyst Needed! This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $115,000
- $135,000 per year A bit about us: Our client is a highβgrowth, technologyβenabled Property & Casualty insurance carrier preparing for our transition to life as a public company.
Our organization combines modern underwriting, realβtime data, and disciplined financial operations to build a scalable insurance platform.
As they grow, they are investing heavily in strong governance, transparent reporting, and publicβcompanyβready financial infrastructure.
Why join us? Gain direct exposure to IPOβlevel SEC reporting Build deep specialization in P&C insurance accounting and disclosure Work handsβon with Workiva in a preβIPO environment Clear growth path into senior analyst or managerβlevel roles Job Details Key Responsibilities SEC Reporting Support Assist in the preparation and review of SEC filings, including Form Sβ1, 10βK, 10βQ, and 8βK, ensuring accuracy, completeness, and --compliance with U.S.
GAAP and SEC requirements Prepare supporting schedules, disclosure tieβouts, rollβforwards, and footnote documentation Support disclosure checklists and internal review processes Property & Casualty Insurance Focus Assist with accounting and disclosure matters specific to Property & Casualty insurance, including reserves, reinsurance, premium revenue recognition, and statutoryβtoβGAAP reconciliations Collaborate with the accounting team on insuranceβspecific close activities and reporting schedules Workiva Reporting Support the implementation, administration, and ongoing use of Workiva for SEC reporting Assist with document builds, data mapping, updates, and XBRL tagging within Workiva Help drive process improvements and documentation related to Workiva workflows CrossβFunctional Collaboration Partner with Accounting, FP&A, Legal, Tax, and external auditors to support external reporting requirements Assist with audit requests, technical accounting memos, and IPOβrelated documentation Support audit committee and management reporting materials as needed Required Qualifications Bachelorβs degree in Accounting or Finance 3β6 years of experience in SEC reporting, public accounting, or publicβcompany environments Property & Casualty insurance industry experience is required Handsβon experience using Workiva for SEC filings (implementation exposure strongly preferred) Solid understanding of U.S.
GAAP and SEC reporting fundamentals Strong attention to detail, organization, and documentation skills Preferred Qualifications CPA or CPAβeligible Experience supporting IPO readiness or registration statements Exposure to insurance statutory reporting and reinsurance structures Strong Excel and financial reporting systems experience 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 Jobotβs 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: $150,000
- $175,000 per year A bit about us: We are a highβgrowth, technologyβenabled Property & Casualty insurance carrier preparing for the transition to life as a public company.
Our organization combines modern underwriting, realβtime data, and disciplined financial operations to deliver a differentiated insurance platform.
As we scale, we are building a bestβinβclass finance function designed for publicβcompany rigor, transparency, and governance.
The SEC Reporting Manager will own the Companyβs external reporting and disclosure processes as we prepare for an IPO and ongoing publicβcompany compliance.
This role requires direct Property & Casualty insurance industry experience and handsβon leadership of Workiva implementation and optimization.
Why join us? Opportunity to build and own SEC reporting from the ground up Direct involvement in a preβIPO transformation High visibility with executive leadership and key stakeholders Meaningful influence over systems, processes, and publicβcompany infrastructure Job Details Key Responsibilities SEC Reporting & Disclosure Lead the preparation, review, and filing of all SEC reports, including Form Sβ1, 10βK, 10βQ, and 8βK, in accordance with U.S.
GAAP and SEC requirements Own technical accounting and disclosure considerations specific to Property & Casualty insurance, including reserves, reinsurance, premium revenue recognition, statutoryβtoβGAAP differences, and insuranceβspecific disclosures Prepare and maintain disclosure checklists, tieβouts, and supporting documentation IPO & Public Company Readiness Play a key role in IPO readiness, including drafting initial registration statements, supporting auditor reviews, and responding to SEC comments Partner with leadership to establish publicβcompany reporting calendars, controls, and governance processes Support audit committee materials and external reporting presentations Workiva Ownership Lead the implementation, configuration, and ongoing administration of Workiva for SEC reporting and disclosure management Drive standardization, automation, and process improvements within Workiva to improve accuracy, efficiency, and control Serve as the primary liaison between Finance, IT, and external advisors for Workivaβrelated initiatives CrossβFunctional Leadership Collaborate with Accounting on close processes, technical accounting memos, and complex transactions Coordinate with Legal and Tax on disclosure matters, risk factors, and regulatory updates Act as the primary point of contact for external auditors related to SEC reporting and disclosure Required Qualifications Bachelorβs degree in Accounting or Finance (CPA strongly preferred) 7+ years of progressive experience in SEC reporting, including time in public accounting and/or publicβcompany environments Direct Property & Casualty insurance industry experience is required Handsβon experience implementing and managing Workiva for SEC filings Strong knowledge of U.S.
GAAP, SEC reporting requirements, and SOXβrelated controls Proven ability to operate in fastβpaced, preβIPO or highβgrowth environments Preferred Qualifications Experience supporting or leading IPO transactions Background working with insurance regulators, statutory reporting, or reinsurance structures Prior audit committee or executiveβlevel presentation experience Advanced Excel and financial reporting systems experience 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 Jobotβs 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
Job Title: Senior Business Analyst with Mortgage
Location: Coppell, TX (Hybrid)
Duration: Longterm Contract
Preferred Industry Experience: Mortgage Domain
Job Summary:
We are seeking a highly proactive and technically strong Business Analyst who can also take on Scrum Master and Technical Project Management responsibilities. The ideal candidate understands Agile practices thoroughly, can work closely with development teams, and has experience in the mortgage industry. This role requires strong analytical thinking, the ability to translate business requirements into technical solutions, and leadership skills to drive delivery.
Key Responsibilities
- Gather, analyze, and document business and technical requirements in collaboration with stakeholders.
- Act as a bridge between business users, technical teams, and leadership.
- Facilitate Agile ceremonies including daily stand-ups, sprint planning, backlog grooming, reviews, and retrospectives.
- Manage product backlogs, prioritize work items, and ensure alignment with business objectives.
- Translate business problems into clear user stories, acceptance criteria, and process workflows.
- Support development teams by clarifying functional and technical requirements.
- Identify risks, dependencies, and gaps early; proactively drive resolution.
- Coordinate end-to-end project delivery activities across teams.
- Perform basic technical analysis, including API understanding, data flows, system behavior, and integration points.
- Collaborate closely with QA teams for test planning, scenario definition, and validation.
- Communicate project updates, timelines, and risks to stakeholders.
- Ensure Agile best practices are followed consistently.
Required Skills & Qualifications
- 5+ years of experience as a Business Analyst, Scrum Master, Technical PM, or hybrid roles.
- Strong understanding of Agile methodologies (Scrum, Kanban) and ability to implement them effectively.
- Excellent requirementβgathering, documentation, and problemβsolving skills.
- Technical proficiency:
- Understanding APIs, data mappings, integrations
- Ability to read technical documentation
- Familiarity with system workflows and architecture basics
- Experience delivering software projects in a mortgage or financial services environment (highly preferred).
- Strong communication and stakeholder management skills.
- Proactive, self-driven, and able to work independently with minimal supervision.
Nice-to-Have
- Certified Scrum Master (CSM or PSM).
- Experience with JIRA or Azure DevOps.
- Knowledge of mortgage LOS or other mortgage industry systems.
- Ability to support UAT and release coordination.
Thanks,
Vamshi Thangadpalli
Technical Recruiter
Email: | Web: :// Overlook Center, Suite 200
- Leading Project Financing and Budgeting This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $115,000
- $125,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Analyst to join our dynamic client in the Data Center industry.
This is an exciting opportunity for a professional with solid experience in financial analysis, project costing, and operational finance.
The successful candidate will play a critical role in supporting strategic decision-making, optimizing operational efficiency, and driving profitable growth.
This role requires a strong acumen in financial analysis, project management, and strategic planning.
The candidate must have a minimum of 5 years of experience in a similar role.
Why join us? 100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity
- Leading Project Financing and Budgeting Job Details Responsibilities: 1.
Conducting thorough financial analysis and providing strategic recommendations to senior management.
2.
Overseeing project costing and ensuring that all projects are delivered on time and within budget.
3.
Developing and implementing financial models to support strategic initiatives and business decisions.
4.
Collaborating with cross-functional teams to optimize operational efficiency and profitability.
5.
Providing financial insights and recommendations to support business growth and profitability.
6.
Conducting risk assessments and providing recommendations to mitigate financial risks.
7.
Ensuring compliance with financial regulations and standards.
8.
Participating in the development and implementation of financial policies and procedures.
9.
Keeping abreast of industry trends and developments to support strategic decision-making.
Qualifications: 1.
A Bachelor's degree in Finance, Accounting, or related field.
A Master's degree or equivalent will be an added advantage.
2.
A minimum of 5 years of experience in financial analysis, project costing, or operational finance.
3.
Professional certifications such as CFA, CPA, or equivalent are required.
4.
Previous experience in the Big 4, Private Equity, or Energy industry is highly desirable.
5.
Strong knowledge of financial modeling, project costing, and operational finance.
6.
Excellent analytical, strategic planning, and problem-solving skills.
7.
Strong communication and presentation skills.
8.
Ability to work collaboratively with cross-functional teams.
9.
Proficiency in financial software and Microsoft Office Suite.
10.
High level of integrity and professionalism.
This is an exciting opportunity to join a dynamic team in a fast-paced and challenging environment.
If you are a highly motivated professional with a passion for financial analysis and strategic decision-making, 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 Jobotβs 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
Worth // Rapidly Growing Healthcare Company // Advancement Opportunities // Hybrid This Jobot Job is hosted by: Stefan Woods Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $95,000
- $110,000 per year A bit about us: A network of best-in-class physicians who have joined together to provide superior clinical outcomes for our patients Why join us? The people are the best in the industry, and that results in a great working environment.
We offer a complete benefits package to all qualifying employees, including medical, dental, vision insurance, 401K profit sharing, paid time off, paid holidays, and additional optional benefits.
Job Details We are seeking a Financial Analyst to join our growing team.
The successful candidate will play a crucial role in providing financial insights to support strategic decision-making, driving operational efficiency, and achieving business objectives.
The Financial Analyst will report directly to the Director of Finance and will be responsible for financial modeling, forecasting, annual budgeting, and managing operational costs.
Responsibilities: Develop, maintain, and improve financial models to support strategic initiatives, business operations, and investment decisions.
Utilize Workday Adaptive to prepare and analyze financial reports, identifying trends, variances, risks, and opportunities Lead the annual budgeting process, including setting timelines, developing guidelines, coordinating with various departments, and preparing budget presentations Provide accurate forecasting of revenues and expenses to inform business leaders and support strategic planning Track and analyze operational costs, identifying opportunities for cost savings and efficiency improvements Present complex financial information and concepts in a clear and concise manner to non-financial stakeholders Partner with cross-functional teams to provide financial insights and recommendations to drive business performance Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field.
A Master's degree or professional certification (such as CFA or CPA) is a plus A minimum of 5 years of experience in financial analysis, preferably in the Healthcare industry Proven expertise in financial modeling, forecasting, and budgeting Hands-on experience with Workday Adaptive or similar financial planning software Strong understanding of operational cost management 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 Jobotβs 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
This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $150,000
- $175,000 per year A bit about us: We are seeking a dynamic and experienced Director
- Fixed Assets to join our client in the energy industry.
This role provides a unique opportunity to lead and manage the fixed assets portfolio of our company, including capital projects and asset lifecycle management.
The ideal candidate will have a strong background in fixed asset accounting, impairment analysis, and Oracle Fusion.
This position requires someone with a keen eye for detail, excellent organizational skills, and a passion for driving operational efficiency and financial performance.
Why join us? Seeking an experienced fixedβasset leader to oversee endβtoβend asset lifecycle management, strengthen capital governance, and optimize reporting across a rapidly scaling, infrastructureβintensive data center portfolio.
Job Details 1.
Oversee and manage the company's fixed assets portfolio, including the execution and monitoring of capital projects.
2.
Implement and maintain best practices in fixed asset accounting, ensuring compliance with all relevant regulations and standards.
3.
Conduct regular impairment analyses to assess the value of assets and identify any potential risks or issues.
4.
Utilize Oracle Fusion to manage and track fixed assets, maintaining accurate records and providing timely and accurate reporting.
5.
Lead the asset lifecycle management process, from acquisition and utilization to disposal, to optimize asset value and lifespan.
6.
Collaborate with other departments to provide financial insights and guidance related to fixed assets.
7.
Develop and implement strategies for asset maintenance and replacement, considering both financial implications and operational efficiency.
8.
Provide leadership and mentorship to the fixed assets team, fostering a culture of continuous improvement and high performance.
Qualifications: 1.
Bachelor's degree in Accounting, Finance, or a related field.
An advanced degree or professional certification (CPA, CMA, etc.) is preferred.
2.
A minimum of 5 years of experience in fixed asset accounting or a related field, preferably within the energy industry.
3.
Extensive knowledge of Oracle Fusion and its application to fixed asset management.
4.
Expertise in capital projects, including the ability to plan, execute, and monitor such projects effectively.
5.
Proficiency in impairment analysis and the ability to identify and mitigate risks associated with fixed assets.
6.
Strong understanding of asset lifecycle management and the ability to optimize asset value and lifespan.
7.
Excellent leadership skills, with a proven track record of managing and developing high-performing teams.
8.
Exceptional analytical and problem-solving skills, with a strong attention to detail.
9.
Excellent communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders.
10.
Ability to operate in a fast-paced environment and manage multiple priorities simultaneously.
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 Jobotβs 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
This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $175,000
- $225,000 per year A bit about us: We are seeking a dynamic and experienced Director
- Financial Reporting to join our client in the Energy industry.
This is a fantastic opportunity for a seasoned professional to provide leadership and oversight to our financial reporting function.
The successful candidate will be responsible for the preparation and submission of all external financial reports, including 10K and 10Q filings, and will work closely with the finance team to ensure compliance with all regulatory requirements.
This role offers a unique blend of strategic and operational responsibilities in a fast-paced, high-growth environment.
Why join us? Seeking a strategic finance leader to own endβtoβend financial reporting, drive SECβcompliant disclosures, and elevate reporting excellence in a fastβgrowth, global data center environment.
Job Details 1.
Oversee the preparation and submission of all external financial reports, including 10K and 10Q filings, in accordance with SEC and other regulatory requirements.
2.
Collaborate with the finance team to ensure the accuracy and integrity of all financial data.
3.
Lead and direct the financial reporting team, fostering a culture of continuous improvement and operational excellence.
4.
Develop and implement financial reporting policies and procedures to ensure compliance with all relevant laws and regulations.
5.
Work closely with external auditors to facilitate the annual audit process.
6.
Provide strategic advice and guidance to the senior leadership team on all financial reporting matters.
7.
Continually assess and enhance financial reporting processes and systems to improve efficiency and effectiveness.
8.
Ensure timely and accurate communication of financial results and trends to stakeholders.
Qualifications: 1.
Bachelor's degree in Accounting, Finance, or a related field.
A Master's degree is preferred.
2.
Certified Public Accountant (CPA) designation is required.
3.
Minimum of 5 years of experience in financial reporting, ideally within the Energy industry.
4.
Prior experience with Big 4 accounting firms is highly desirable.
5.
Strong knowledge of SEC reporting requirements and US GAAP.
6.
Proven leadership skills with the ability to manage and develop a high-performing team.
7.
Exceptional analytical and problem-solving abilities.
8.
Excellent communication and interpersonal skills, with the ability to communicate complex financial information in a clear and concise manner.
9.
Strong organizational skills with the ability to manage multiple priorities and meet tight deadlines.
10.
High level of integrity and professionalism.
We are looking for a proactive leader with a strategic mindset and a hands-on approach.
If you have a passion for excellence and a track record of success in financial reporting, we would love to hear from you.
Join us and play a key role in driving our financial performance and growth.
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 Jobotβs 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