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Financial Associate Salary in Dallas, TX

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Financial Associate Salary in Dallas, TX

85 000 $ Average monthly salary

Average salary in the last 12 months: "Financial Associate in Dallas"

Currency: USD Year: 2024
The bar chart shows the change in the level of average salary of the profession Financial Associate in Dallas.

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Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Dallas
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 8,000 people across five continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Associate/Sr Associate - Operation Services
CoreLogic Solutions, LLC, Dallas
At CoreLogic, we are driven by a single mission-to make the property industry faster, smarter, and more people-centric. CoreLogic is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.CoreLogic is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At CoreLogic, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.Job Description:• Conducts intricate research of more complex property tax cases by utilizing advanced toolsand resources including internal departments, third party sources, public agencies, andclients according to defined business procedures• Interacts directly with clients to deliver exceptional client service in a high-volume productionenvironment• Leverages process, system, and client knowledge to solve problems independently • Adheres to all required company and client driven standards and/or Service LevelAgreements (SLAs)• Performs simple to complex reporting such as maintaining tax research files, searching, andinvestigating tax research case information, and processing departmental documentsrequiring knowledge of functional operations.Job Qualifications:• High school diploma, GED or equivalent required; bachelor's degree preferred• 3+ years of relevant experience; college education in lieu of experience• Client service-oriented experience preferred• Ability to provide exceptional client service in a high-volume production environment• Ability to manage time, set priorities and meet deadlines• Intermediate computer skills and technically savvy to learn multiple systems andapplications• Ability to understand basic property related documentation from a variety of sources• Critical thinking to synthesize information from multiple sources to solve problems• Detailed oriented to process data accurately• Ability to collaborate with others and provide status updates• Exceptional verbal and written communication skills• Willingness to learn and grow• Adaptable in an ever-changing environmentAnnual Pay Range:0 - 0CoreLogic benefits information can be found here: http://www.yourcorebenefits.com/. Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range.CoreLogic's Diversity Commitment:CoreLogic is fully committed to employing a diverseworkforce and creating an inclusive workenvironment that embraces everyone's uniquecontributions, experiences and values. We offer anempowered work environment that encouragescreativity, initiative and professional growth andprovides a competitive salary and benefits package. We are better together when we support and recognize our differences. EOE AA M/F/Veteran/Disability:CoreLogic is an Equal Opportunity/Affirmative Actionemployer committed to attracting and retaining thebest-qualified people available, without regard torace, color, religion, national origin, gender, sexualorientation, gender identity, age, disability or statusas a veteran of the Armed Forces, or any other basisprotected by federal, state or local law. CoreLogicmaintains a Drug-Free Workplace.Please apply on our website for consideration.Privacy Policy - http://www.corelogic.com/privacy.aspxBy providing your telephone number, you agree to receive automated (SMS) text messages at that number from CoreLogic regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide.Connect with us on social media! Click on the quicklinks below to find out more about our company and associates.
Associate - Multifamily Asset Management
Hudson Advisors L.P., Dallas
Company Information: Hudson Advisors ("Hudson") is a deeply experienced manager of commercial real estate, corporate, and financial assets. Its commercial real estate platform has managed more than 50,000 cumulative assets totaling more than $72 billion across the U.S., Europe, and Japan, including REITs, hotels, office buildings, multifamily housing, industrial buildings, golf courses, mixed-use, and retail properties across the capital stack. Hudson also offers a wide range of risk management, capital markets advisory, and credit/asset finance solutions to financial sponsors, privately held and publicly traded companies, and sophisticated investors, including pension funds and private equity funds. Hudson includes an operations platform that provides world-class legal, accounting, tax, portfolio management, and client reporting support to its client-facing Real Estate, Private Equity, and Financial Markets teams. Since 1995, Hudson has provided due diligence and analysis, asset management, and ancillary and other support services to the private equity firm Lone Star Funds ("Lone Star") as well as to the private equity funds advised by Lone Star Global Acquisitions, Ltd. (the "Lone Star Funds") and their investments, which include commercial real estate assets, operating companies, and various financial assets. Position Summary: The Associate will support Hudson's multifamily team, working closely with Lone Star, by assisting in the asset management, value creation, and overall business plan execution process for multifamily investments owned by various affiliates of Lone Star Funds. 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value-add renovation and asset re-positioning experience strongly preferred.• Proven competence in maximizing asset / portfolio financial performance.• A thorough understanding of real estate investment fundamentals, market trends, corporate finance and value. • Background in leveraged investments & management of investment features outside of property level considerations• Prior acquisitions & underwriting experience is a plus• Excellent financial modeling skills (Microsoft Excel) and highly proficient with Microsoft Word and PowerPoint.• A quantitative thinker, able to analyze financial data to generate and validate critical concepts and extract insight and conclusions based on data and market intelligence.• Excellent written, verbal, and interpersonal communication skills.• Ability to present ideas persuasively and defend them in a clear, concise, and compelling manner.• Strong experience developing and maintaining relationships. • Effective negotiating skills, with experience negotiating with brokers, property managers, and sellers / buyers in connection with acquisitions / dispositions. • Excellent financial modeling skills (Microsoft Excel) and highly proficient with Microsoft Word and PowerPoint• Demonstrated ability to prioritize work and manage time.• Self-motivated, self-teacher, and quick learner; able to pick up the technical skills necessary for any project.• Thinks like an owner• Hard working, detail-oriented, and committed to producing great results.• Ability to thrive in a fast-paced, rapidly changing work environment.• Team player with a positive attitude.• Strong integrity and professionalism.Education:• Bachelor's Degree in financing, real estate, or a related business field required (advanced degree or CFA designation preferred, but not required)Experience:• 2-4 years of direct multifamily investment experience (title will be determined based on prior experience)• Experience with a wide variety of multifamily investment strategies in geographically diverse markets.• Strong preference for value-add experience.Other Skills:• Expertise required in Word, Excel, PowerPoint and Outlook (Microsoft Office Suite).Work Environment:• Job operates in a professional office environment.• Role generally requires full-time in-office presence - 60+ hours per week.Travel Requirements:• Role requires frequent domestic travel.Desired Organizational Competencies:• Accountability - Demonstrates a commitment to and responsibility for accomplishing individual, team and business objectives • Drive - Consistently achieves challenging goals/objectives, and demonstrates an ability to create value and maximize results • Planning- Identifies business needs, problems and risks proactively, and develops well founded plans that specify strategies, actions/solutions, risk mitigants and desired results • Critical Thinking / Judgment - Commits to an action after developing alternative solutions that are based on logical assumptions and factual information and that take into consideration resources risks and organizational values • Adaptability - Exhibits the capacity to successfully change and evolve one's actions, opinions and behavior as a result of changing priorities or environment • Communication Skills - Proactively communicates in the appropriate medium with clarity and focus at the right level to ensure delivery has the appropriate impact • Influential Leadership - Leads with confidence and conviction, and is able to establish credibility, trust, and respect among team members • Teamwork - Fosters collaboration among team members and business partners, and uses capabilities to achieve team goals
Associate Engineer
Federal Reserve Bank (FRB), Dallas
CompanyFederal Reserve Bank of DallasWe are dedicated to serving the public by promoting a strong financial system and a healthy economy for all. These efforts take a team of dedicated individuals doing many different jobs. Together we’re creating a workplace where talented people can thrive, and we welcome your unique background and perspective to help present the best possible solutions for our partners. Location: #LI-HybridAbout the Role:This Associate engineer position will be required to perform troubleshooting and resolution of moderately complex hardware and software problems.  This individual will be required to participate in an on-call rotation schedule to be available for after hour issues identified within the infrastructure.  The team is comprised of one Engineer Associate, 4 Experienced Engineers and 2 Architects.  This role will most likely have more interaction with customers and other technical teams than the Experienced Engineers as they work to learn the environment through hands-on training. You Will:Perform resolution of moderately complex hardware and problems affecting application systems. Perform change and problem management using standard tools following FRIT change management policies and procedures for software/hardware propagation to other platforms and/or environments. Ensures conformance with existing system capability.Participate in evaluating design strategies. Identifies potential design problems and makes recommendations for improvements.Utilize available tools for automation of manual processes.Participate in an on-call rotation with other team members.You Have:Strong technical general troubleshooting skills are required. Strong knowledge of mobile devices as it relates to maneuvering around a mobile device including but not limited to application support and helping customers with intake requests.Highschool Diploma is required and a Bachelor's Degree in a related field is preferred.3-5+ years of relevant work experience is preferred.Equivalent education and/or experience may be substituted for any of the above requirements.Our Benefits: Our total rewards program offers benefits that are the best fit for you at every stage of your career:Comprehensive healthcare options (Medical, Dental, and Vision)401K match, and a fully funded pension planPaid vacation, holidays, and volunteer hours; flexible work environmentGenerously subsidized public transportation and free parkingAnnual tuition reimbursementProfessional development programs, training and conferencesAnd more…Notes: This position may be filled at various levels based on candidate's qualifications as determined by the department. This role allows for the employee to work in a hybrid manner with some work conducted onsite at the Federal Reserve work location and some work conducted remotely. Specific schedule details will be discussed during the recruitment process.Applicants must be eligible to work in the U.S and the role is not available for sponsorship.The Federal Reserve Bank of Dallas is proud to be an Equal Opportunity Employer that believes in the diversity of our people, ideas and experiences, and we are committed to building an inclusive culture that represents the communities we serve.If you need assistance or an accommodation due to a disability, please notify your Talent Acquisition Consultant.Full Time / Part TimeFull timeRegular / TemporaryRegularJob Exempt (Yes / No)YesJob CategoryWork ShiftFirst (United States of America)The Federal Reserve Banks believe that diversity and inclusion among our employees is critical to our success as an organization, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.Privacy Notice
Financial & Insurance Specialist Trainee
#BEMEGA Mentors, Dallas, TX, US
FINANCIAL & INSURANCE SPECIALISTREAD THIS ENTIRE POST THEN APPLYOur team at #BEMEGA is GROWING and we have 3 positions open for new associates.Full training in class and in the field with customers provided.Sales or Customer Service experience requiredThis is a Commission Only positionYOU MUST BE WILLING TO OBTAIN A PROFESSIONAL DESIGNATION AS A FINANCIAL & INSURANCE REPRESENTATIVEWe specialize in hiring great talent and leading them to multi six figure incomes and have been successfully building & launching top performing sales teams for over 20 years.#BEMEGA Is currently expanding our Financial Agent & Insurance Team. We are looking for people with the following qualities;1. Excited about personal and professional growth.2. A students mindset and a great attitude.3. Great work ethic and ability to dedicate TIME to serving customers.#BEMEGA My FriendDustin PritchardPOSITION SUMMARYAs a team member with #BEMEGA, you'll be an integral member of a team that helps clients reach their financial goals. You'll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You'll offer your clients high-quality expert advice.You'll own your book of business from day one and work towards reaching promotions based on personal production while building a team.RESPONSIBILITIESProvide 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.Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers.- 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.- Complies with all the company's risk and regulatory standards, policies, and controls.REQUIRED SKILLS- You can think creatively and solve problems in a fast-paced environment.- You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.- You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.- You must have integrity.- You are caring, reliable, and have a servant attitude.- You are a listener and an effective communicator.- You are both generous and humble.- You are ambitious with the qualities of a teacher.- You are dedicated and passionate.- You are a visionary and a mover.- You possess a positive outlook and are relatable.- You maintain a clean and professional appearance.- You have reliable transportation.- You are looking for a fresh start with a company that makes a REAL difference.- Our associates need to be self-directed, hardworking individuals.- You are a quick learner, wanting to provide the absolute best to your clients and can go to them for the most personalized and convenient service.(This is not a salary-based position)If this resonates with you, apply and we will set up an interview.#BEMEGA My Friend,Dustin PritchardExecutive Mentor
Associate - Transaction Advisory/Financial Due Diligence
Alvarez & Marsal Transaction Advisory Group, LLC, Dallas
DescriptionAbout A&MCompanies, investors and government entities around the world turn to Alvarez & Marsal (A&M) for leadership, action and results. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services. When conventional approaches are not enough to create transformation and drive change, clients seek our deep expertise and ability to deliver practical solutions to their unique problems.With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Our senior leaders, and their teams, leverage A&Ms restructuring heritage to help companies act decisively, catapult growth and accelerate results. We are experienced operators, world-class consultants, former regulators and industry authorities with a shared commitment to telling clients whats really needed for turning change into a strategic business asset, managing risk and unlocking value at every stage of growth. Global Transaction Advisory Group (TAG) TAG is a subsidiary of A&M, an established leader in providing global leadership and advisory services to a variety of diverse industries. TAG professionals specialize largely in providing financial and accounting buy-side and sell-side due diligence, capital markets and accounting advisory, global transaction analytics, ESG advisory and other related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients around the world.A&Ms Transaction Advisory Group has an exciting opportunity to join a growing team inNew York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco.We are seeking an Associate to bring their energy, passion, and expertise to help our clients get the answers they need to the get the deal done. We provide private equity and corporate clients buy side and sell side financial accounting due diligence. TAG professionals actively engage in assessing a targets quality of earning, analyzing cash flows, reviewing working capital, identifying key business drivers, reviewing forecasts, and conducting comprehensive discussions with management and their advisors.What will you be doing?As an Associate, you will have the opportunity to work with our highly motivated and effective team of professionals on a variety of interesting projects across different industries including but not limited to manufacturing, distribution, consumer, retail, restaurants, business and industrial services as well as healthcare, software & technology, energy and financial services. You will gain exposure to our integrated due diligence approach that goes beyond traditional quality of earning analyses and focus on key value drivers for sponsors and lenders. Our integrated due diligence approach combines our deep operational, functional and industry expertise with Big Four quality financial accounting and tax services to drive value throughout the investment lifecycle.Responsibilities include:Assist with core financial due diligence, helping to identify key risks and potential deal breakers, assess the strengths and weaknesses of the business against industry benchmarks, and aid in the evaluation of the potential transaction in the context of their clients investment strategy.Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Synthesize and convert the data into meaningful information that is used to drive discussions with target management and drive observations and conclusions.Assess the quality of the target companys reported earnings, net assets and cash flows.After an investigative analysis, assist in the construction of deal-oriented reports and presentations for clients that highlight the key financial, commercial and other findings facing investments and the drivers behind maintainable profits and cash flows. Aid the team in further articulating how such findings should be incorporated into the clients valuation and sale, purchase agreement and provide other negotiating pointsParticipate in meetings and conference calls with target company management and with client personnel and serve as a secondary point of contact for client personnel with respect to day-to-day execution matters.Be actively involved in building and maintaining client relationships and other business development opportunities. Who will you be working with? We are not a typical consulting firm. We are a group of entrepreneurial accounting professionals who embody the A&M Core Values integrity, quality, objectivity, fun, personal reward and inclusive diversity while delivering a tailored and scalable approach to working with private equity, hedge fund, and corporate clients. We present you with opportunities, not a playbook, and we reward you based on performance, not your tenure. How will you grow and be supported? As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional developments. This includes performance-based career progression and promotion process, high quality practice-wide training programs, a global mobility program, rotation opportunities in other practice areas, employee resource groups, and a health and wellness program. Click here to learn about our commitment to your well-being. A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Click here to learn more about why A&M is a great place to work. Qualifications: A minimum of 2-3 years of audit experience at a top accounting firm as well as a preferred minimum 1 year of experience in a financial accounting due diligence group Bachelors or Masters degree in Accounting and/or related major Certified Public Accountant (CPA) or in the process of obtaining one Working knowledge of US GAAP and SEC reporting High proficiency in Excel and PowerPoint Excellent interpersonal and communication skills Strong project management skills Flexibility to work as both a team member and as an individual contributor Ability to thrive and be effective in fast-paced settings The base salary is $100,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Alvarez & Marsal recruits on an ongoing basis. Candidates are considered as they apply, until the opportunity is filled. Candidates are encouraged to apply expeditiously to any role(s) that they are qualified for and that are of interest to them.#LI-JL1
Associate, Global Transaction Tax - Multiple Locations Summer 2024
Alvarez & Marsal Tax, LLC, Dallas
DescriptionAssociate, Global Transaction TaxAlvarez & Marsal Global Transaction Tax (GTT) is seeking highly qualified JD, Tax LLM as well as MsT and MACC (Tax concentration) students preferably with a background in accounting for full-time positions in our GTT practice. We are seeking students interested in federal and state tax, international tax, mergers and acquisitions, and corporate consulting. Previous or ongoing Tax coursework and JD/LLM/ MsT/MACC (Tax concentration) track is required.What do we do?GTT professionals provide corporate and private equity buyers with a broad continuum of transactional tax advisory services to support mergers, acquisitions, carve outs, investment and financing structures, disposition alternatives and post transaction activities.Assisting clients before, during and after the transaction, our GTT practice works with clients across corporate functions to analyze and evaluate the tax profile and to implement planning designed to help meet each organization's global goals, strategies and business objectives. As an associate with GTT, responsibilities may include: Performing tax due diligence, including reviewing targets historic tax profile, planning, tax examinations, acquisitions/dispositions, and filing history to assess potential risks and opportunitiesUsing the due diligence process to identify opportunities for further tax efficienciesStructuring transactions in a tax-efficient mannerReviewing and evaluating significant tax attributes, credits and incentivesReviewing and commenting on purchase agreements and disclosure schedulesEvaluating potential acquisition structuresModeling transaction scenariosIdentifying matters to be addressed post-closing, including integration related risks and opportunitiesHow you'll contributeDevelop and deliver quality tax planning approaches by providing timely and responsive services and work product that meets and/or exceeds client expectations;Perform due diligence, including review of tax returns, financials, and other documentation to evaluate potential tax risks and opportunities;Review and comment on tax aspects of financial models, purchase agreements, and structuring calculations;Take ownership of assigned workstreams, including creating and preserving relevant diligence work products, ensuring supervisors can timely review and provide constructive feedback of deliverables, and otherwise proactively responding to changes in workflow;Coordinate with federal and international tax team members, as well as financial and operational due diligence team members, to timely deliver highest quality integrated work product;Begin developing and taking responsibility for managing client relationships by communicating and responding to client expectations, gathering data relevant to the engagement, and tailoring project deliverables accordingly.Who will you be working with?We are not a typical tax firm. We are a group of entrepreneurial, action oriented and results oriented tax professionals who take a hands-on approach to solving our clients problems and helping them reach their potential. We are nimble, resourceful, and proactive but adapt quickly when changes are needed. This position offers the opportunity to network with existing and prospective clients and allows the individual to assume additional responsibility quickly. We present you with opportunities, not a playbook, and we reward you based on your achievements, not your tenure.How will you grow and be supported?As a demonstration of A&Ms strong commitment to its people, we offer benefits to support your career, personal and professional development. This includes an equity investment in a diversified financial services firm, the ability to invest in A&M private equity funds at beneficial terms, and a health and wellness program. Click to learn about our commitment to your well-being . A&M recognizes that our people fuel our growth, and you and your team will be provided with the best available training and development resources, as well as networking opportunities. Learn more about why A&M is a great place work.QualificationsCurrently pursuing a JD, LL.M (Taxation) Master of Science in Taxation or Master of Accounting with an emphasis in Tax.Pursuing (or intent to pursue) CPA or membership to a State BarExcellent verbal and written communication skills and ability to articulate complex informationStrong analytical skillsHigh proficiency in spreadsheetsAbility to simultaneously work on several projects and effectively manage deadlinesHigh motivation to learn and growThe annual base salary range is $110,000 - $125,000, commensurate on experience. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.Benefit SummaryFull-time Positions and Part-time Positions Over 30 hoursRegular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time as well as a 401(k) retirement plan. Provided the eligibility requirements are met, employees will also receive a discretionary contribution to their 401(k) from Alvarez & Marsal. Click here for more information regarding A&Ms benefits programs.Voluntary InclusionIt is Alvarez & Marsals policy to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, sex, sexual orientation, family medical history or genetic information, political affiliation, military service, pregnancy, marital status, family status, religion, national origin, age or disability or any other non-merit based factor in accordance with all applicable laws and regulations.About Alvarez & Marsal, LLCPrivately-held since 1983, Alvarez & Marsal (A&M) is a leading global professional services firm that delivers performance improvement, turnaround management and business advisory services to organizations seeking to transform operations, catapult growth and accelerate results through decisive action. Our senior professionals are experienced operators, world-class consultants and industry veterans who draw upon the firms restructuring heritage to help leaders turn change into a strategic business asset, manage risk and unlock value at every stage.
Financial Analyst - Revenue Accounting, Private Equity Practice
Alvarez & Marsal Private Equity Performance Improvement Group, LLC, Dallas
Description Job Description The Financial Analyst - Revenue Accountant will oversee all billing and collections processes for the Private Equity Performance Improvement Practice on a daily basis. They will coordinate across our Sub Business Units (e.g. Commercial Operations, CFO Services, Merger and Acquisition Services) as well as our Corporate Finance department to ensure invoice accuracy, regular / timely billing cycles, and appropriate allocation of cash collections. Responsibilities will include preparing / processing of complex invoices, monitoring our working capital (WIP and A/R) for any risk / anomalies, and assisting projects teams with self-service invoicing as needed. Proactive identification and communication of billing-related issues will be an important function of the Financial Analyst - Revenue Accountant. This role requires a high degree of organization, detail orientation, the ability to easily multi-task and work independently as well as comfort interfacing with all levels of internal management, staff, and at times external clients. Key Responsibilities: Billing Ensures timely and accurate preparation of client invoices.Process client bills in our Self-Service Invoice platform (Unit4)Provide direction on reporting and unique billing situationsBuild relationships with functional leaders within the firm including Finance, Legal, and ConflictsParticipate in preparation of reports as requested by managementImplement firm billing and collections standards, policies and programs to support the billing functionDevelop a client service-focused approach with the utmost commitment to professional excellenceUpdate digital records associated with client database as needed by professionalsSupport professionals with ad hoc requests, e.g. W-9, wiring information and rate cards Collections and Applications Effectively manage aging reports and help assess risk with input from Managing DirectorsProvide direction on difficult collection situations in consultation with the Finance teamAudit Working Capital Reports to determine reserves for uncollectable A/R and unbillable WIP in preparation for GAAP financial statementsPartner with Corporate Finance team to ensure that collections have been applied appropriately to project codes, including lead working credit and referral credit allocation Qualifications (Experience, Knowledge, Skills & Abilities): Bachelors Degree required, in accounting, finance or related field preferred3-5 years of professional services billing experience preferred Expert skills in MS Office (i.e. MS Word, Excel, PowerPoint, Teams) Excellent oral and written communication skills, including the ability to communicate potentially detailed and complex information to others.Strategic mindset with the ability to anticipate and proactively address conflict, questions, and concerns in a transparent, concise, and influential wayAptitude and willingness to work with complex proceduresStrong organizational skills and attention to detailAbility to manage multiple priorities and adjust to changing priorities in a professional mannerAbility to work independently and with a teamWillingness and ability to assume new tasks and responsibilities #LI-LS1
Financial Analyst
Allscripts, Dallas
AllscriptsWelcome to Veradigm! Our Mission is to be the most trusted provider of innovative solutions that empower all stakeholders across the healthcare continuum to deliver world-class outcomes. Our Vision is a Connected Community of Health that spans continents and borders. With the largest community of clients in healthcare, Veradigm is able to deliver an integrated platform of clinical, financial, connectivity and information solutions to facilitate enhanced collaboration and exchange of critical patient information.Location: RemoteJob Summary:This position is responsible for obtaining key business data and performing analysis and reports required for supporting functional area.What you will contribute:Performs analysis of financial information and recommends actions for improvement for supported Function.Preparation of various schedules to support the financial information presented.Assists in the preparation of the monthly reporting.Communicates effectively and proactively with internal stakeholders to ensure information is presented logically and consistently.Completion of special projects as assigned by management.All other duties and responsibilities as assignedPrepare monthly forecast in partnership with Business Unit, using KPIs and product-specific analysisPrepare annual budget in partnership with Business Unit, using a zero-based approach and reassessment of results and performanceThe ideal candidate will have:Bachelor's Degree in Accounting or Finance Required2-4 years relevant work experience Preferred#LI-REMOTEEnhancing Lives and Building CareersVeradigm believes in empowering our associates with the tools and flexibility to bring the best version of themselves to work and to further their professional development. Together, we are In the Network. Interested in learning more?Take a look at our Culture, Benefits, Early Talent Program, and Additional Openings.We strongly advocate that our associates receive all CDC recommended vaccinations in prevention of COVID-19.Visa Sponsorship is not offered for this position.Veradigm policy is to provide equal employment opportunity and affirmative action in all of its employment practices without regard to race, color, religion, sex, national origin, ancestry, marital status, protected veteran status, age, individuals with disabilities, sexual orientation or gender identity or expression or any other legally protected category. Applicants for North American based positions with Veradigm must be legally authorized to work in the United States. Verification of employment eligibility will be required as a condition of hire. Veradigm is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse and inclusive workforce.From a "VEVRAA Federal Contractor" We request Priority Referral of Protected VeteransThis is an official Veradigm Job posting. To avoid identity theft, please only consider applying to jobs posted on our official corporate site.Thank you for reviewing this Veradigm opportunity! PI239997763
Associate Project Manager, Civil Engineering - Land Development
Atwell, LLC, Dallas
Atwell, LLC is a bold leader in the consulting, engineering, and construction services industry, delivering a broad range of creative solutions to clients in the real estate & land development, and energy markets. We have a strong national presence and a diverse, award-winning project portfolio. Atwell is a privately owned company, with 1,400+ passionate team members across 40+ locations and growing!Atwell, LLC is a proud recipient of the following 2023 awards:8 consecutive years in a row as a "Best Places to Work", "Hot Firm Nationally" by Zweig groupRecognized as #7 in the "Top 100" firms in the US by Zweig GroupRecognized by ENR #74 in the ENR Top 500 and ranked in every region;Recognized in Crain Magazine's "Fast 50" for the fastest growing firmsNamed in the "Top 50 Coolest Places to Work" by Crain MagazineAs an Associate Project Manager for Atwell's Civil Engineering group, you'll dive into diverse projects of varying sizes and complexities. This is your chance to shape your career in a dynamic, entrepreneurial work environment.Responsibilities: Project Collaboration: You'll collaborate closely with Project Managers, assisting them in drafting, reviewing, and finalizing preliminary and final site plans and construction documents.Data Maestro: Dive into project survey data to analyze existing site conditions, examining legal descriptions, ALTA surveys, easement documents, and condo documents. You'll be the go-to expert for all things data-related.Mentorship and Guidance: Take on a leadership role by guiding and assisting junior staff. Ensure that project-based tasks are executed accurately and efficiently, nurturing the next generation's talents.Technical Guru: Utilize your engineering prowess to prepare a wide range of reports, opinions, and recommendations. From hydrology/hydraulic studies to project schedules and storm sewer reports, your technical skills will shine.Construction Support: Provide essential construction-related services and direct junior team members. From permit applications to quantity estimates, you'll play a pivotal role in turning plans into reality.Engineering Software Whiz: You'll be a pro with AutoCAD Civil 3D and various engineering software packages. Your expertise will ensure that assignments are completed on time and within budget.Future-Ready: This role isn't just about today; it's about tomorrow. Develop your Project Manager skills through training and mentoring, with the potential to grow into a Project Manager role.QualificationsBachelor's Degree in Civil EngineeringExperience in civil land development design, particularly commercial projects PE or EIT preferredSix (6) plus years of related experienceJoin us at Atwell, where your career's growth potential knows no bounds.Compensation Range$100,000-$125,000 USDAtwell Benefits: To attract and retain the best professionals in the industry, we aim to provide an excellent working environment and a progressive benefits program designed to support your personal and professional needs.Work/LifeGenerous Paid Time OffPaid Parental LeaveFlexible work schedules are available for some positionsTenure Awards - Travel Vouchers to see the world based on your travel preferencesMoneyCompetitive Compensation packages Annual bonuses, spot bonuses and peer recognition awards401(k) plan matching formula is 50% of your contributions up to 6%Tuition AssistanceStudent Loan Repayment up to $25KPaid Licensing / Certification Fees and RenewalsFinancial Rewards for Obtaining LicensureEmployee Referrals up to $5,000Annual Wellness Reimbursement up to $500 for anything wellness related (Gym memberships, fitness tracker, home gym equipment, etc.)'Atwell'nessMedical (BC/BS), Dental (Delta), and Vision (VSP)Health Savings Account & Flex Spending Account optionsEmployer paid LTD, STD, and life insuranceMetlife Supplemental Benefits covering accident, hospitalization, and critical illnessMember Assistance Program (MAP) with complimentary counseling sessions, legal benefits, financial consultations, and work/life referral services