✓ Banking and Financial Services ✕ Clear
Banking and Financial Services Jobs in Irving Texas Wfh
19 positions found
M
Spanish-Speaking Banking Service Representative (FULL-TIME)
✦ New 🏢 MCI
Salary not disclosed
Customer Service Representative
Location: Dallas, TX
We are looking for Customer Service Representatives to support inbound customer service, help desk, and back-office processing representatives for commercial and public sector support positions. In this role, you will handle inbound inquiries, troubleshoot basic technical issues, assist callers with products, process-related inquiries, and professionally represent some of the most recognizable brands in the world.
There are a wide variety of project openings available. Schedules vary by site and program however we can usually find something that works for everyone. This is a wonderful opportunity for you to start your career here. With our industry-leading training, you are sure to grow. We offer many advancement opportunities including Supervisor, Trainer, Talent Acquisition, and Operations Management.
Position ResponsibilitiesThis position supports customer service for bank customers. This role requires you to interact with hundreds of customers each week across the country to resolve support issues and ensure a best-in-class customer experience. You will need to be confident, fully engaged, a team player, and dedicated to bringing a positive and enthusiastic outlook to work each day.
Essential Duties:
- Handle inbound customer calls in a courteous, timely, and professional manner - including email and live chat
- Listen to customers, understand their needs, and resolve customer issues
- Escalate customer issues to the appropriate staff and managerial for resolution as needed
- Ensure first call resolution through problems solving and effective call handling
- Follow the processes of the Client program and perform all tasks in a courteous and professional manner
- Utilize knowledge base and training to accurately answer customer questions
- Create and maintain customer CRM records with accurate call details
- Accurately document call resolution in appropriate systems
- Strictly follow client process for handling financial issues and inquiries
- Comply with requirements surrounding confidential information and personal information
- Follow all required scripts, policies, and procedures
- Adhere to all attendance and work schedule requirements including all scheduled training
It's about building relationships and turning the knowledge you gain in training into customer wins. MCI provides all new employees with world-class training, so all positive, driven, and confident applicants are encouraged to apply. Ideal candidates for this position are highly motivated, energetic, and dedicated.
Required:
- Must be 18 years of age
- High School Diploma or Equivalent
- Minimum of three (3) years in a call center environment
- Minimum of (1) year of experience in a customer service service role
- The ability to multi-task using multiple screens and systems while talking on the phone with customers.
- The ability to type swiftly and accurately 30-45 Words per minute
- The ability to read and speak English fluently
- Familiarity with computer and Windows PC applications and the ability to learn new and complex computer system applications including corporate intranet
- Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook including Sharepoint)
- Excellent organizational, written, and oral communication skills
- The ability to multi-task across multiple systems and screens while speak to customers
- Must be customer service oriented (empathetic, responsive, patient, and conscientious)
- Strong team orientation and customer focus with a positive attitude
- Highly reliable with the ability to maintain regular attendance and punctuality
- Aptitude for issue identification and problem solving
- The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
- An aptitude for conflict resolution and problem solving
- The ability to demonstrate good judgement when making decisions surrounding account inquiries, resolution paths, and call handling
- Excellent interpersonal skills and the ability to build relationships with your team and customers
Preferred:
- Associates Degree or higher is a plus
- Relevant experience in banking or financial services is a plus
- Experience with data-entry utilizing a computer - proven professional writing and communication abilities to be able to support the customer is a plus
- Bilingual Spanish - Extremely Beneficial
MCI helps customers take on their CX and DX challenges differently, creating industry-leading solutions that deliver exceptional experiences and drive optimal performance. MCI assists companies with business process outsourcing, staff augmentation, contact center customer services, and IT Services needs by providing general and specialized hosting, software, staff, and services.
In 2019, Marlowe Companies Inc. (MCI) was named by Inc. Magazine as Iowa's Fastest Growing Company in the State of Iowa and was named the 452nd Fastest Growing Privately Company in the USA, making the coveted top 500 for the first time. MCI's subsidiaries had previously made Inc. Magazine's List of Fastest-Growing Companies 15 times, respectively. MCI has ten business process outsourcing service delivery facilities in Georgia, Florida, Texas, New Mexico, California, Kansas, Nova Scotia, South Africa, and the Philippines.
Driving modernization through digitalization, MCI ensures clients do more for less. MCI is the holding company for a diverse lineup of tech-enabled business services operating companies. MCI organically grows, acquires, and operates companies that have synergistic products and services portfolios, including but not limited to Automated Contact Center Solutions (ACCS), customer contact management, IT Services (IT Schedule 70), and Temporary and Administrative Professional Staffing (TAPS Schedule 736), Business Process Management (BPM), Business Process Outsourcing (BPO), Claims Processing, Collections, Customer Experience Provider (CXP), Customer Service, Digital Experience Provider (DXP), Account Receivables Management (ARM), Application Software Development, Managed Services, and Technology Services, to mid-market, Federal & enterprise partners. MCI now employs 10,000+ talented individuals with 150+ diverse North American client partners across the following MCI brands: MCI BPO, MCI BPOaaS, MarketForce, GravisApps, Gravis Marketing, MarchEast, Mass Markets, MCI Federal Services (MFS), OnBrand24, The Sydney Call Center, Valor Intelligent Processing (VIP), BYC Aqua, EastWest BPO, TeleTechnology, and Vinculum.
Conditions of EmploymentAll MCI Locations:
- Must be authorized to work in the country where the job is based.
Subject to the program and location of the position:
- Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results.
- Must be willing to submit to drug screening. Job offers are contingent on drug screening results.
Want an employer that values your contribution?
At MCI, we believe that your hard work deserves recognition and reward. Our compensation and benefits packages are designed to be competitive and to grow with you over time. Starting compensation is based on experience, and we offer a variety of benefits and incentives to support and reward our team members.
What You Can Expect from MCI:
We understand the importance of balance and support, which is why we offer a variety of benefits and incentives that go beyond a paycheck. Our team members enjoy:
- Paid Time Off: Earn PTO and paid holidays to take the time you need.
- Incentives & Rewards: Participate in daily, weekly, and monthly contests that include cash bonuses and prizes ranging from electronics to dream vacations and sometimes even cars!
- Health Benefits: Full-time employees are eligible for comprehensive medical, dental, and vision coverage after 60 days of employment, and all employees have access to MEC medical plans after just 30 days. Benefit options vary by location.
- Retirement Savings: Secure your future with retirement savings programs, where available.
- Disability Insurance: Short-term disability coverage is available to help protect you during unexpected challenges.
- Life Insurance: Access life insurance options to safeguard your loved ones.
- Supplemental Insurance: Accident and critical illness insurance
- Career Growth: With a focus on internal promotions, employees enjoy significant advancement opportunities
Director Litigation - Risk Finance
Salary not disclosed
Description Summary: The Litigation Attorney is a junior attorney with litigation experience who will manage all stages of litigation and claims management, from management of service of process through case resolution.
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 years’ 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
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 years’ 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
C
Senior Director, Global Trade Compliance
🏢 Celanese
Salary not disclosed
Celanese is seeking a Senior Director of Global Trade Compliance to lead a multinational team across the Americas, Europe, and Asia. This role oversees the company's global trade compliance program, ensuring robust policies, effective controls, and consistent execution of trade activities that support business objectives.
Responsibilities:
- Strengthen the global trade compliance organization and maintain controls that ensure adherence to all applicable trade laws, including those governing controlled chemicals.
- Develop, implement, and manage Celanese's trade compliance policies, standards, and procedures, including a global trade compliance handbook.
- Optimize cross-border supply chains while ensuring alignment with relevant regulations, treaties, and opportunities under free trade agreements.
- Lead regional and local trade compliance teams to ensure consistent, enterprise-wide compliance.
- Implement and maintain trade compliance technologies, systems, and databases to streamline processes, track performance, and manage documentation.
- Oversee the development and delivery of global training for employees involved in trade-related activities.
- Partner with Legal, Business, and Procurement to advise on regulatory changes and emerging compliance trends.
- Ensure accurate and timely submission of all required government filings, analyze trade compliance metrics, and report key trends and risks to senior leadership.
- Manage internal compliance reviews, including audits and assessments.
- Build strong cross-functional relationships to proactively meet regulatory obligations.
- Provide support on trade matters related to mergers and acquisitions.
Qualifications:
- 15+ years of international and U.S. trade experience, including at least 5 years in senior leadership within a multinational organization (chemicals industry experience preferred).
- Expertise in import/export regulations, product classifications, trade remedy investigations (e.g., antidumping, countervailing duties), sanctions, embargoes, and requirements under TSCA, REACH, and DEA regulations.
- Demonstrated ability to work effectively across cultures and functions.
- Advanced SAP ERP knowledge.
- Experience designing and implementing trade compliance programs, policies, and technology in global organizations.
- Strong business acumen with the ability to interpret complex regulations and develop practical, risk-mitigating solutions.
- Excellent communication skills with the ability to convey complex issues clearly and adapt communication to diverse audiences.
- Proven leadership, organizational skills, and success managing high-performing teams in dynamic environments.
- Commitment to the highest ethical standards and values.
- Ability to travel 25%.
- Bachelor's degree required; Master's or J.D. preferred.
Celanese is a global leader in chemistry, producing specialty material solutions used across most major industries and consumer applications. Our businesses use our chemistry, technology and commercial expertise to create value for our customers, employees and shareholders. We support sustainability by responsibly managing the materials we create and growing our portfolio of sustainable products to meet customer and societal demand. We strive to make a positive impact in our communities and to foster inclusivity across our teams. Celanese Corporation employs more than 11,000 employees worldwide with 2024 net sales of $10.3 billion. For more information about Celanese Corporation and its product offerings, visit
S
Safeguarding Youth Analyst (Risk Management)
Salary not disclosed
Position Overview
We are seeking a dedicated and detail-oriented Safeguarding Youth Analyst to join our organization. The ideal candidate will play a crucial role serving as the primary system expert and support resource for the organization's Risk Management Information System (RMIS), ensuring its effective use, seamless integration, and continuous improvement. The Safeguarding Youth Analyst involves providing advanced user training, data integrity validation, and reporting to ensure effective risk management practices. This role requires a strong analytical mindset, an understanding of the complexities surrounding youth safeguarding, and a passion for creating safe environments for young people.
The administrator collaborates with IT, risk management, and other stakeholders to enhance system functionality, coordinate upgrades, and drive process improvements. Through data analysis and reporting, the position supports strategic risk decision-making, trend analysis and contributes to the overall safety and success of the business. The Safeguarding Youth Analyst reports to the Director, Environmental Health and Safety.
Responsibilities
- Provides advanced support to internal users of the RMIS application. Troubleshoots issues related to data entry, system functionality, and application performance.
- Develops and delivers training materials and sessions to new users, ensuring they are well-versed in using the system effectively. Provide ongoing training as needed.
- Works closely with the IT team, Riskonnect, and Risk Management to configure and customize the RMIS to meet the organization's specific needs, including creating custom workflows, notification rules and reports.
- Monitors data entered in the RMIS system, ensuring accuracy, completeness, and consistency. Perform periodic audits and reviews of data to maintain high-quality standards.
- Manages user roles and permissions within the RMIS application, ensuring appropriate access controls are in place.
- Generates and analyzes data to support risk management decisions. Based on data trends, provides data-driven insights and actionable recommendations, helping the organization minimize risk and improve operational practices.
- Prepares regular risk management reports for senior management, highlighting trends, areas of opportunity, and suggesting corrective actions based on KPI metrics.
- Coordinates with the IT team and RMIS vendors to manage system upgrades, patches, and updates. Tests new features and functionalities before deployment.
- Provides analytical support to the Chief Safeguarding Officer to inform operational and governance committees.
- Serves as the liaison between risk management, IT, and other departments, ensuring that RMIS solutions meet business needs. Communicate updates, enhancements, and troubleshooting outcomes effectively.
- Maintains detailed documentation of RMIS procedures, user guides, and troubleshooting steps. Ensures all changes and updates are properly documented for future reference.
- Stays up to date with RMIS best practices and industry trends. Provides recommendations for system improvements and process optimizations.
- Performs other job-related duties as assigned.
Competencies
- Knowledge of: Risk Management Information Systems (RMIS), specifically Riskonnect or similar platforms; risk management principles, processes, and best practices; business intelligence and analytics platforms such as Tableau or similar platforms, data integrity standards, validation techniques, and audit processes; system security, user access controls, and role-based permissions; software system configuration, customization, and integration methods; data analytics, reporting tools, and key performance indicators (KPIs) for risk management; IT project management, system updates, and software implementation processes; safeguarding policies and procedures, particularly as they relate to youth protection.
- Skill in: Troubleshooting and problem-solving related to RMIS applications, business intelligence and analytics platforms, and data management; training and supporting end-users effectively through clear communication and instructional materials; generating, analyzing, and interpreting data to provide actionable insights; written and verbal communication for interacting with stakeholders at all levels; attention to detail and high data quality standards; managing multiple priorities, meeting deadlines, and adapting to changing requirements; system testing, upgrade coordination, and software optimization.
- Ability to: Independently manage and optimize RMIS functionalities to support risk management initiatives; collaborate effectively with IT, risk management, and other departments to enhance system integration; analyze complex data sets and translate findings into meaningful recommendations; maintain confidentiality and handle sensitive information with discretion; stay current with industry trends, emerging technologies, and best practices in risk management; document processes, create user guides, and ensure consistency in system usage; contribute to a culture of continuous improvement, proactively identifying system and process enhancements.
Education
Minimum bachelor's degree in a quantitative field – Business Analytics, Information Systems, or other.
Qualifications
- Three (3) years of experience working with RMIS platforms (such as Riskonnect), with at least 1 year in a super user or administrator role.
- Prior experience in risk management or insurance is a plus.
- Must pass a criminal history background check.
Any work-related experience resulting in acceptable proficiency levels in the above Minimum Qualifications is an acceptable substitute for the above-specified education and experience requirements.
Preference
- Experience with data analytics for safety or risk management, business insights that turn into actionable recommendations and exposure to reporting tools like Cognos, Tableau or PowerBI.
A
Financial Analyst
Salary not disclosed
Company: Anchor Point Management Group
Location: Irving, TX
Position: Finance Analyst
Company Overview
Anchor Point Management Group is a diversified national management platform, supporting its businesses across two primary verticals: Restaurants, Food & Beverage and Beauty, Health & Wellness. With over 450 operating locations, the company has grown significantly over the past 30+ years. It looks to aggressively continue growth alongside its private equity partners through development, acquisitions, and industry-leading operations.
Position Description
The Finance Analyst will support the company's Operational Finance function. This is a high impact finance role, reporting to the Director of Finance or Finance Manager. The Finance Analyst has the demonstrated ability to deliver results, lead via influence, partner cross-functionally, and drive consensus amongst diverse teams. This individual is highly organized, data-centric and able to leverage data and analysis to help the organization achieve its strategic and operational goals.
The position will act as a strategic and collaborative business partner with the Presidents of the company's brands. The position provides critical financial thought partnership as well as all financial and operational reporting, planning, forecasting, budgeting, and analysis for the leadership and operating personnel.
Duties & Responsibilities
- Ownership of operational finance function at the brand-level
- Advance our strategic initiatives through close partnership and continuous/timely communications with executives and business line Presidents
- Drive FP&A function, including development of budgets, subsequent analysis of performance against them, and related ad-hoc analyses
- Streamline finance processes and stand up repeatable and scalable solutions to enable controllership while shifting the balance of the team's time towards value-added support
- Serve as thought partner to drive action with value-added analytics, recommendations and execution
- Lead simplification and process improvement projects
- Bring a strategic mindset toward discovering opportunities and identifying new areas of growth or efficiency for our businesses
- Ability to understand, analyze and articulate the impact of operational tests on financial and operational KPI's (pre vs post vs control analysis)
- Interpret and summarize complex data to help achieve strategic and operational goals, and deliver financial results to all key stakeholders
- Provide support in the preparation of periodic, quarterly and annual earnings, MD&A, and messaging
- Continuous process improvement and refinement
- Partner cross-functionally and drive consensus
- Assist in the preparation and presentation of Daily/Weekly/Monthly reporting
Qualifications
Education and experience
- Undergraduate degree required
- 1+ years of financial experience within the multi-unit industry
Technical skills
- Strong analytical and financial modeling skills (P&L/Balance Sheet/Cash flow)
- Deep understanding of GAAP principles
- Ability to succinctly interpret data and frame business issues in a straightforward manner to present to Brand Presidents and Executives
- Excellent, clear verbal/written communication and presentation skills
- Advanced Excel modeling and PowerPoint skills required
- Strong understanding of business intelligence platforms preferred
Soft skills
- High degree of personal and professional integrity
- Strong internal motivation, intellectual curiosity, logical, independent and proactive thinking
- A passion for excellence and thirst for intellectual curiosity
- Resourceful nature, with strong problem-solving and customer-service orientation
- Strong organizational skills, with ability to work independently and multi-task while thriving in a complex, fast-paced, and deadline-driven environment
- Solid leadership skills with an ability to lead, influence, develop, and motivate a team
- Superb interpersonal and communication skills, with ability to partner well with other team members and interface effectively with all levels of the organization
- Demonstrated success influencing diverse stakeholders and leading teams that include non-direct reports in cross-functional settings
Preferred Skills
- Proficiency in data visualization, dashboard creation, and translating complex datasets into actionable insights
- Experience using Power Query within Excel or Power BI to clean, transform, and prepare data for analysis and reporting.
Financial Analyst Ii - Finance
🏢 Christus Health
Salary not disclosed
DescriptionSummary: The Financial Analyst II will be responsible for providing support to CHRISTUS facilities, functional corporate groups, senior leadership, and other affiliates through the design and implementation of Enterprise wide and regional Revenue Cycle data analysis and reporting.
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
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
F
Financial Tips Evaluator (Remote)
$29 per hour - monthly
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.
D
Inside Sales Representative
Salary not disclosed
Take Control of Your Career – Work from Anywhere
We are seeking motivated, disciplined, and goal-driven individuals to join our high-performing insurance sales team. Whether you’re an experienced sales professional or looking for a career change, we provide everything you need to succeed—leads, training, mentorship, and an unmatched commission structure.
Why Join Us?
-100% Commission-Based – No salary cap! Your income potential is unlimited, based on your effort and results.
-Work Remotely – This is a remote opportunity, with the option for in-person client meetings if preferred.
-No Cold Calling – Leverage our unique platform that connects you with qualified leads actively seeking insurance.
-Flexible Schedule – Be your own boss and set your own hours. Work from home or on the go!
-Comprehensive Training – We provide scripts, tools, and one-on-one mentorship to help you close deals quickly.
-Career Growth – Promotions based on performance, not tenure, with leadership opportunities available.
What You’ll 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 – we’ll 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
Financial Consultant
$10,000
Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients.
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Since 1995, Fisher Investments has developed a specialized approach focused on our private clients.
With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor.
Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States.
You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible.
With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach.
You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsProactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goalsRely on our sales team to gradually build your roster of high-net-worth clients within the first yearYour Qualifications:2+ years of instilling trust and building client relationship within the finance industrySeries 65 (we will help you obtain upon starting)Bachelor's degree or equivalent work experienceA thoughtful consultative approach with an emphasis on client focusWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe.
We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.
It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder careThis is an in-office role.
Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program.
This program is subject to change.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Compliance Auditor II - Research CRP
🏢 Christus Health
Salary not disclosed
Description Summary: The Compliance Auditor II will assist in the overall quality, compliance, and auditing activities to ensure compliance of standard operating procedures, corporate policies, industry standards, and applicable federal and state laws.
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
Compliance Auditor II - Compliance
🏢 Christus Health
Salary not disclosed
Description Summary: The Compliance Auditor II will assist in the overall quality, compliance, and auditing activities to ensure compliance of standard operating procedures, corporate policies, industry standards, and applicable federal and state laws.
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
J
Fraud Manager
🏢 Jobot
Salary not disclosed
Fraud Manager
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
Experience and Education
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 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
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
- Bachelor’s degree in Statistics, Economics, Finance, Mathematics, Data Science, or a related quantitative discipline. Master’s 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 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
J
SEC Reporting Analyst (Pre IPO)
🏢 Jobot
Salary not disclosed
Pre‑IPO Property & Casualty Insurance Carrier | Dallas, TX
- 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 high‑growth, technology‑enabled Property & Casualty insurance carrier preparing for our transition to life as a public company.
Our organization combines modern underwriting, real‑time data, and disciplined financial operations to build a scalable insurance platform.
As they grow, they are investing heavily in strong governance, transparent reporting, and public‑company‑ready financial infrastructure.
Why join us? Gain direct exposure to IPO‑level SEC reporting Build deep specialization in P&C insurance accounting and disclosure Work hands‑on with Workiva in a pre‑IPO environment Clear growth path into senior analyst or manager‑level roles Job Details Key Responsibilities SEC Reporting Support Assist in the preparation and review of SEC filings, including Form S‑1, 10‑K, 10‑Q, and 8‑K, ensuring accuracy, completeness, and --compliance with U.S.
GAAP and SEC requirements Prepare supporting schedules, disclosure tie‑outs, roll‑forwards, 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 statutory‑to‑GAAP reconciliations Collaborate with the accounting team on insurance‑specific 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 Cross‑Functional Collaboration Partner with Accounting, FP&A, Legal, Tax, and external auditors to support external reporting requirements Assist with audit requests, technical accounting memos, and IPO‑related documentation Support audit committee and management reporting materials as needed Required Qualifications Bachelor’s degree in Accounting or Finance 3–6 years of experience in SEC reporting, public accounting, or public‑company environments Property & Casualty insurance industry experience is required Hands‑on 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 CPA‑eligible 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 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
- 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 high‑growth, technology‑enabled Property & Casualty insurance carrier preparing for our transition to life as a public company.
Our organization combines modern underwriting, real‑time data, and disciplined financial operations to build a scalable insurance platform.
As they grow, they are investing heavily in strong governance, transparent reporting, and public‑company‑ready financial infrastructure.
Why join us? Gain direct exposure to IPO‑level SEC reporting Build deep specialization in P&C insurance accounting and disclosure Work hands‑on with Workiva in a pre‑IPO environment Clear growth path into senior analyst or manager‑level roles Job Details Key Responsibilities SEC Reporting Support Assist in the preparation and review of SEC filings, including Form S‑1, 10‑K, 10‑Q, and 8‑K, ensuring accuracy, completeness, and --compliance with U.S.
GAAP and SEC requirements Prepare supporting schedules, disclosure tie‑outs, roll‑forwards, 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 statutory‑to‑GAAP reconciliations Collaborate with the accounting team on insurance‑specific 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 Cross‑Functional Collaboration Partner with Accounting, FP&A, Legal, Tax, and external auditors to support external reporting requirements Assist with audit requests, technical accounting memos, and IPO‑related documentation Support audit committee and management reporting materials as needed Required Qualifications Bachelor’s degree in Accounting or Finance 3–6 years of experience in SEC reporting, public accounting, or public‑company environments Property & Casualty insurance industry experience is required Hands‑on 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 CPA‑eligible 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 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
J
SEC Reporting Manager (Pre IPO)
🏢 Jobot
Salary not disclosed
Shape the Public Company Future of a High-Growth P&C Insurance Carrier 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 a high‑growth, technology‑enabled Property & Casualty insurance carrier preparing for the transition to life as a public company.
Our organization combines modern underwriting, real‑time data, and disciplined financial operations to deliver a differentiated insurance platform.
As we scale, we are building a best‑in‑class finance function designed for public‑company rigor, transparency, and governance.
The SEC Reporting Manager will own the Company’s external reporting and disclosure processes as we prepare for an IPO and ongoing public‑company compliance.
This role requires direct Property & Casualty insurance industry experience and hands‑on leadership of Workiva implementation and optimization.
Why join us? Opportunity to build and own SEC reporting from the ground up Direct involvement in a pre‑IPO transformation High visibility with executive leadership and key stakeholders Meaningful influence over systems, processes, and public‑company infrastructure Job Details Key Responsibilities SEC Reporting & Disclosure Lead the preparation, review, and filing of all SEC reports, including Form S‑1, 10‑K, 10‑Q, and 8‑K, 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, statutory‑to‑GAAP differences, and insurance‑specific disclosures Prepare and maintain disclosure checklists, tie‑outs, 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 public‑company 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 Workiva‑related initiatives Cross‑Functional 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 Bachelor’s degree in Accounting or Finance (CPA strongly preferred) 7+ years of progressive experience in SEC reporting, including time in public accounting and/or public‑company environments Direct Property & Casualty insurance industry experience is required Hands‑on experience implementing and managing Workiva for SEC filings Strong knowledge of U.S.
GAAP, SEC reporting requirements, and SOX‑related controls Proven ability to operate in fast‑paced, pre‑IPO or high‑growth environments Preferred Qualifications Experience supporting or leading IPO transactions Background working with insurance regulators, statutory reporting, or reinsurance structures Prior audit committee or executive‑level 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 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: $150,000
- $175,000 per year A bit about us: We are a high‑growth, technology‑enabled Property & Casualty insurance carrier preparing for the transition to life as a public company.
Our organization combines modern underwriting, real‑time data, and disciplined financial operations to deliver a differentiated insurance platform.
As we scale, we are building a best‑in‑class finance function designed for public‑company rigor, transparency, and governance.
The SEC Reporting Manager will own the Company’s external reporting and disclosure processes as we prepare for an IPO and ongoing public‑company compliance.
This role requires direct Property & Casualty insurance industry experience and hands‑on leadership of Workiva implementation and optimization.
Why join us? Opportunity to build and own SEC reporting from the ground up Direct involvement in a pre‑IPO transformation High visibility with executive leadership and key stakeholders Meaningful influence over systems, processes, and public‑company infrastructure Job Details Key Responsibilities SEC Reporting & Disclosure Lead the preparation, review, and filing of all SEC reports, including Form S‑1, 10‑K, 10‑Q, and 8‑K, 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, statutory‑to‑GAAP differences, and insurance‑specific disclosures Prepare and maintain disclosure checklists, tie‑outs, 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 public‑company 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 Workiva‑related initiatives Cross‑Functional 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 Bachelor’s degree in Accounting or Finance (CPA strongly preferred) 7+ years of progressive experience in SEC reporting, including time in public accounting and/or public‑company environments Direct Property & Casualty insurance industry experience is required Hands‑on experience implementing and managing Workiva for SEC filings Strong knowledge of U.S.
GAAP, SEC reporting requirements, and SOX‑related controls Proven ability to operate in fast‑paced, pre‑IPO or high‑growth environments Preferred Qualifications Experience supporting or leading IPO transactions Background working with insurance regulators, statutory reporting, or reinsurance structures Prior audit committee or executive‑level 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 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
S
Senior Business Analyst with Mortgage
Salary not disclosed
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 requirement‑gathering, documentation, and problem‑solving 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
J
Senior Analyst
🏢 Jobot
Salary not disclosed
100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity
- 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 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
- 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 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
J
Fixed Asset Manager
🏢 Jobot
Salary not disclosed
Seeking an experienced fixed‑asset leader to oversee end‑to‑end asset lifecycle management, strengthen capital governance, and optimize reporting across a rapidly scaling, infrastructure‑intensive data center portfolio.
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 fixed‑asset leader to oversee end‑to‑end asset lifecycle management, strengthen capital governance, and optimize reporting across a rapidly scaling, infrastructure‑intensive 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 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
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 fixed‑asset leader to oversee end‑to‑end asset lifecycle management, strengthen capital governance, and optimize reporting across a rapidly scaling, infrastructure‑intensive 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 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
J
Director - Financial Reporting
🏢 Jobot
Salary not disclosed
Seeking a strategic finance leader to own end‑to‑end financial reporting, drive SEC‑compliant disclosures, and elevate reporting excellence in a fast‑growth, global data center environment.
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 end‑to‑end financial reporting, drive SEC‑compliant disclosures, and elevate reporting excellence in a fast‑growth, 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 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
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 end‑to‑end financial reporting, drive SEC‑compliant disclosures, and elevate reporting excellence in a fast‑growth, 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.
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Financial Services Representative – Work From Home
Salary not disclosed
Our nationwide financial services company is expanding and currently has openings for motivated individuals who are looking to grow and advance within the company.
As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.
No prior experience is required.
If selected, you will receive full training and mentorship to help you succeed.
We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.
1.
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
2.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
3.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
4.
Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.
As we continue expanding our local branch locations, we are seeking innovative and driven candidates who are ready to build a rewarding career in the financial services industry.
No prior experience is required.
If selected, you will receive full training and mentorship to help you succeed.
We are looking for individuals who: • Have strong customer service skills • Are motivated and growth-oriented • Enjoy working with people and helping others • Are interested in professional and personal development This is a great opportunity to join a fast-growing company and build a long-term career in a dynamic industry.
1.
Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
2.
Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.
3.
Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
4.
Complies with all the company's risk and regulatory standards, policies, and controls.
Remote working/work at home options are available for this role.
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