Financial Officer Salary in Dallas, TX

Chief Financial OfficerRole SummaryOur client seeks a Chief Financial Officer (CFO) to join their rapidly growing company. The CFO will be a strategic partner to the CEO, Executive Management team, and the board, providing complete visibility and access to required financial data to manage and grow the business. The CFO will lead a diverse team overseeing finance, planning and budgeting, accounting operations, FP&A, treasury, and corporate IT. The CFO is responsible for developing the financial strategy, metrics tied to the overall strategy, and the ongoing development and monitoring of strategic analysis, controls, reporting, and economic systems to accelerate growth consistent with the company's core values.Key Results AreaProvide strategic financial input and leadership to support decision-making that will affect the organizationWork closely with the Executive Leadership Team to achieve growth goals, including but not limited to revenue diversity, cost control, and establishing greater operating efficiency across the companyDevelop partnerships with team leaders to determine their needs from finance and successfully link outcomes and actions to financial resultsSupport and execute change management strategies and effortsCommunicate financial results to the Board of Directors, owners, and business unit leadership on a weekly, monthly, or quarterly basis as neededOversee tax, treasury, credit management, and audit relationships and functions. Responsible for the creation and issuance of high-quality financial statements following sector requirements and GAAPUnderstand and mitigate key elements of the company's risk profile; ensure that the company complies with all legal and regulatory requirements and maintains appropriate insurance coverage.Responsible for implementing proper accounting and control systems to ensure the accuracy/integrity of all financial and operational data and comply with all legal and regulatory requirements.Oversight, recruitment, and retention of a strong finance and accounting team (emphasis on execution, collaboration, and teamwork) and ensuring the team is working together harmoniouslyOversee the creation and updating of the company's annual operating plan (AOP), the development of a 3-year strategic plan (operating model, capital planning, and associated return on investment), and the establishment of scalable models while simultaneously driving efficiency across finance and accountingDevelop a product costing model to aid in pricing Corporate Training and other Company offeringsResponsible for planning, forecasting, and managing the company's cash flow in a 13-week cycle formatAssist with due diligence and financial analysis of potential M&A opportunities. Play integral economic and leadership role in M&A activities, including integration (people, systems, clients) of acquisitionsSupervise corporate IT security processes and protocols. Responsible for all information systems, including their full implementation and effective utilizationSkills & QualificationsA bachelor's degree in Accounting, Finance, or Economics is required; CPA and MBA preferredStrong 10+ year track record of successful financial management, including but not limited to financial close, financial reporting, budgeting and forecasting, audit, tax, legal, working capital optimization, treasury cash management, pricing, contract development and review,The successful candidate will have operating experience in a private equity-backed company, ideally education services businessA track record of successfully building and leading a solid finance teamExperienced in evaluating acquisition targets, managing due diligence activities, and understanding the nuances of acquisition integration is importantExperience taking a business through an exit/sale process and the accompanying management meetings and diligence requests is highly desirableDemonstrated ability to build cohesive, trust-based relationships with CEOs and other executive team membersThe desire and ability to apply experience, critical thinking, problem-solving, and the highest standards of personal and financial integrity in a fast-paced entrepreneurial environmentA natural leadership style of being transparent and promptly communicating with all stakeholdersBroad experience presenting to, interacting with, and influencing C-level and Board-level executivesAn "out of the box thinker" who can work independently with little directionA systematic thinker with the ability to put processes in place to allow the business to grow and scaleStrong entrepreneurial spirit and servant leadership skillsAdvatix®, Inc. is one of the world's leading providers of e-commerce Supply Chain and Logistics Consulting Services and Solutions that enable its clients to transform their operations for speed, service, and cost of fulfillment and delivery of goods and services. We are committed to an inclusive workplace that does not discriminate against race, nationality, religion, age, marital status, physical or mental disability, sexual orientation, gender, or gender identity. We believe in diversity and encourage any quali?ed individual to apply. We are an EEOC Employer.

The OpportunityWith the retirement of its long-time communications leader, and amidst exciting change buoyed by a successful campaign and its 150-year strong history, Ursuline Academy of Dallas is seeking an experienced Chief Communications Officer (CCO). Reporting to the President, the CCO is a pivotal part of the President's Campus Administration Team responsible for mission-focused communications, marketing, and public relations strategies to meet the community-building and advancement goals of Ursuline. The CCO sets priorities based on Ursuline's strategic plan, provides team leadership for integrated strategies, directs implementation, monitors progress, and evaluates results. This position also supports the President's Office in strategic planning processes, special projects and events, and provides counsel on organizational communications, news media relations, and public relations opportunities and activities.Leading a team of three direct reports, the CCO will be responsible for the following key accountabilities:Leadership in the development and implementation of integrated branding and marketing communications strategies that support Advancement and Admissions objectives, in collaborative partnership with the Chief Development Officer, Director of Admissions, and Director of Auxiliary Programs.High-quality and timely publications, electronic and print, which promote community building and disseminate information as appropriate to meet the needs of parents/families, alumnae, employees, donors/friends, the community, and other key constituencies.Impactful messaging on all platforms centering on the Ursuline core values, reinforcing Ursuline's distinguishing qualities and its positioning as an outstanding, innovative, and mission-focused Catholic educational institution among all key constituent groups.Proactive news and social media relations that promote an accurate and positive public perception of Ursuline, its faculty/staff and students, raising awareness of Ursuline's goals, activities, and accomplishments.Constituent assessments and strategic planning support to encourage participation and authentic, actionable feedback across key stakeholder groups.Timely counsel and support for the President and Principal on constituent communications, crisis management, management of special projects and events, and other public relations issues and activities.Effective management of the Communications Department and outside resources to include preparation of and adherence to annual department operating plans/budgets, supervision, and professional development of staff to foster camaraderie and collaborative teamwork.ResponsibilitiesMarketing Communications and AdvancementGiving ProgramsLead marketing communications team planning for all giving campaigns, endowment and planned giving promotion to support Advancement goals for key constituents.Direct agency/vendor support in developing and producing marketing messages and materials for solicitations, including print and electronic communications (e.g., solicitation mailings and brochures, various donor acknowledgments, etc.)Provide concept and content for email solicitations, social media, and web-based communications; manage production and publication to schedule.Advancement and Donor EventsWork with the Advancement team to plan and implement major donor recognition/fundraising events.Develop concept and content for collateral materials as needed to support events including audiovisual programs/support.Marketing Communications AdmissionsProvide concept, design, and production for all Admissions marketing communications collateral materials as needed to support student recruitment and auxiliary programs.Direct planning and management of advertising budget and placements to maximize outreach to target markets, including PPC program, online banner ads and directories.Develop ad content and creative; provide electronic files to publications to meet deadlines, adapting admissions branding for individual publications specifications as needed.Develop and implement targeted email communications (Bear Bulletin), social media, and video communications to support admissions goals.Assure consistent branding for Ursuline's identity in all public-facing communications.Electronic and Print PublicationsDirect concept, content development, and production of Ursuline-branded electronic and print publications, including Ursuline websites, school portal, alumnae portal, database integration, in-house editor team, electronic weekly and monthly newsletter, volunteer emails, annual magazine, a major print publication produced every three to five years, annual electronic publication for donors, school profile and brochure for admissions, and graduation communications.Plan and manage photography for publications and publicity use.Social Media, News Media, and Community RelationsPlan and implement social media utilizing all key platforms to build community in support of advancement and admissions objectives.Lead social media team to plan messaging and content strategy.Maintain editorial calendar to guide integrated communications and news media.Develop and maintain proactive news media relations to promote student/faculty/staff accomplishments, Ursuline programs, and activities.Ensure timely response to all news media inquiries (same-day callbacks/contacts).Build and sustain relationships with reporters and editors to encourage accurate understanding of activities and events and ongoing coverage.Coordinate with Ursuline archivist to maintain archives of Ursuline.Academy communications, publications, and news media coverage.Strategic PlanningSupport the President's Office regarding strategic planning processes.Design and conduct planning assessments, including parent surveys, periodic alumnae surveys, and other constituent surveys as needed.Develop and direct implementation of strategies to communicate with key constituent groups about Ursuline's strategic imperatives and Ursuline's progress in achieving goals.Communications/Public Relations Support for President, PrincipalProvide counsel for crisis communications by developing strategies and directing implementation as needed.Plan and support the President's and Principal's participation in community andnews media activities as required, including preparation for video participation.Write and/or edit direct communications from the President to parents, alumnae, employees, and other constituent groups including solicitation letters, formal remarks and key talking points for event participation.Plan and direct placement of special advertising to support Catholic community public relations objectives.The Ideal CandidateLeadershipA strategic thinker with the ability to translate concepts into action as part a strong team.A servant leader who embraces and empowers individuals of all backgrounds who meets the needs of and develops their team, who fosters in others a sense of ownership and dedication to the Ursuline Mission, and who leads by example.An innovative leader with a hands-on and involved style that is marked by intuition, tenacity, cooperation, and a willingness to think creatively.A service-oriented person who embraces Serviam and engenders support among colleagues, staff, and the entire Ursuline community by virtue of her or his knowledge, experience, creativity, vision, and dedication to the mission of Ursuline.An excellent communicator who listens well and promotes positive relationships with all members of the school community.An accessible person who has an "open-door" attitude and whose leadership style includes being an active and visible presence in the total life of the school.ExperienceA minimum of eight (8) years of integrated marketing communications management, preferably in an independent school or academic setting.Demonstrated leadership in creating, implementing, and managing comprehensive multi-year plans for strategic communications, media relations, and marketing programs to advance organizational mission and goals.A proven track record of success in clearly articulating the case for support for varying constituencies, including donors.Experience collaborating with leadership in developing and implementing strategic plans, formulating achievable goals and milestones including KPIs to measure success.Experience in developing and managing communications in times of crisis.A background managing and developing a highly motivated, intelligent, and committed group of professionals and staff.Experience synthesizing media relations and new media activities to achieve marketing and communications objectives.Experience overseeing the design and production of print materials and publications, website management, and social media content creation and management.Demonstrated effective communication with individuals and groups at all levels of an organization.Skills & KnowledgeThe ability to forge positive relationships with staff, leadership, faculty, students, families, and external constituencies is crucial.Conversant in digital communications including the web, social media, and multi-media. Superb written and oral communication skills, including presentation skills.Excellent organizational, project management, and interpersonal skills; attention to detail and ability to handle multiple and varied tasks independently, while also working collaboratively.Ability to quickly acquire a working knowledge of the general purposes and objectives of an independent school with an established identity.Ability to gather and analyze data and present information designed for audiences of varying interests.Ability to envision, strategize, plan, and execute in a complex institutional environment.For a full description of the organization, the COO position, and the ideal candidate, visit Chief Communications Officer - Peña Search Consulting (penasearch.com)

Loan Officer MCI Mortgage is Megatel Homes lender. As MCI Mortgage Loan Officer, you will assume full responsibility to guide Megatel home buyers through the loan process from pre-qualification, application, loan approval, and loan closing. You will prequalify prospective home buyers introduced by on site sales team, review financing options, and assist credit challenged purchasers, as needed. You will serve as the MCI primary point of contact for home buyers for assigned communities. Establishing and maintaining a partnership with the Megatel Home sales team is vital to your success in this role. MCI Mortgage, offering a wide range of financial solutions for home buyers and owners including conventional, FHA, VA and USDA products. The Mortgage Loan Officer will play a key role in developing and identifying prospective customers through company generated leads. This includes obtaining applications as well as coordinating and assisting in the processing and closing of loans. The Loan Officer will develop and maintain existing client relationships as well as identify and pursue potential new customer opportunities. Responsibilities Qualify loan applicant and determine best program for applicant utilizing automated underwriting systems and/or manual underwriting guidelines established by MCI. Prepare applicants for loan application and conduct formal loan application with all borrowers Spend adequate time in builder communities earning the business by reaching out to 100% of the customers Provide weekend support in builder communities and grand opening functions. Dedicated to delivering best in class customer service in an inside/outside sales environment Manage a loan pipeline and the loan process to ensure loans fund in a timely manner. Identifying prospective customers through company leads. Create relationships with prospects and customers to establish trust and encourage referral business Develop and maintain relationships with real estate agents, financial planners, individual borrowers and builders, etc. What We Offer: Top pay for productive team members All marketing tools and material Best designed LOS system Provide Leads directly from builder and sales agents Experienced Processing, Underwriting team that can assist you along any part of the process from application through to funding. Benefits Offered: Health Insurance Vision Dental Paid Holidays Job Type: Full-time Qualifications Two to three years of experience in a loan origination experience NMLS License Required Knowledge of conventional and/or government guidelines Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Professional and effective interpersonal skills Encompass experience preferred Proven track record of success in sales Strong phone presence, listening and presentation skills Ability to multitask, problem solve and efficiently manage time

As the Chief Transformation Officer, you will serve as a strategic business partner and trusted advisor to the CEO, Executive Committee Team and Board of Directors. You will work closely with the leadership team in realizing its near-term strategic priorities and long-term strategic goals, while operating as a steward of the culture and fostering an environment of collaboration and enterprise thinking.As the Chief Transformation Officer, you will lead all aspects of our global transformation, working closely with senior leaders across the business to understand and identify areas of opportunity, develop the overall transformation strategy and roadmap, and drive successful implementation. You will deliver expert-level consulting across key strategic areas, including operational efficiency and growth initiatives, global technology/systems/platform implementations, product strategy, and operating model design. You will manage the overall Transformation implementation with a defined dashboard and developed KPI's clearly measuring progress and operational improvements.This individual will be charged with delivering an agile Transformational agenda that keeps pace with the growth of the business and champions better ways to improve CLIENT's operations and business performance. Overall, as the top transformation strategist for the organization, you will be responsible for upgrading the technology platform to deliver seamless, scalable, world-class technology/information system with real time data enabling enhanced business decision making. This individual will galvanize the team, create and build a unified high-performance culture and be a change champion for a successful transformational journey.This leader will be a broadly experienced Business Operations leader, who has a track record for successfully transforming and elevating global businesses in a fast-paced, dynamic environment where everyone rolls up their sleeves. The ideal candidate will be a strategic leader who is execution oriented. She/he will be a business-oriented leader who can serve as a true partner to the CEO and EC, with perspectives and strong global knowledge of manufacturing/supply chain and distribution businesses. This authentic leader should be energized by the mission, as well as motivated to be part of an organization that is forward-thinking and progressive, while also being sensitive to the traditional aspects of the company that need to evolve.This role is ideal for someone who enjoys toggling between strategic and tactics; is as comfortable in the Board room as they are drawing from deep function experience to develop and execute d-t-d programs and is willing to step in to voids without hesitation. We're looking for someone who is:Visionary and RealisticStrategic and Execution-OrientedScrappy and SophisticatedCourageous and ComportedGravitas and HumilityTHE POSITION Key Responsibilities Strategic Roadmap: Consult with EC, the Board of Directors and senior leaders across Client to develop and manage the company's overall transformation strategy and roadmap, spanning global people, processes, and technology programsTechnology Transformation: Partner with third party consulting firm (Kearney) to deliver best in class unified technology solution (QAD global ERP upgrade) across the global organizationBusiness Process Transformation: Identify and streamline/simplify operational processes, workflows and systems to enhance efficiency and effectivenessProductivity Optimization: Identify and analyze cost-saving and productivity opportunities, perform data analysis to determine ROI and lead initiatives to realize improvementsPerformance Metric Tracking: Establish key performance indicators and measurement systems to track progress and efficacy of projects and continued operationsOrganizational Design Alignment: Simplify and optimize organizational structure with business strategy to deliver efficiently and cost effectively across global functionsCulture: Drive culture and purpose of the organization, ensuring an engaged and motivated team membersBusiness Insights/Analytics: Design and implement real time reporting and dashboards to provide insights and analytics for leaders to make timely critical decisions and identify areas of opportunity. Build enhanced processes that deliver improved forecast accuracy.Program Leadership: Collaborate with executive teams and operational leaders to develop, resource and execute operational improvement projects. Implement effective change management to ensure any progress and impact is measured and sustainableFinancial Metrics: Work with Finance to manage and track the overall transformation budget for all included programs and workstreams, collaborating on business case development for transformation initiatives as needed to secure investment and resources.Governance: Create and manage governance models; manage communication and reporting, providing transparency and updates to the executive steering group, broader Executive Leadership Team (EC) and Board of DirectorsCommunication Alignment: Lead monthly steering group sessions and cross-workstream forums to drive decision-making and alignment within and across the global functions. Proactively identify cross-program and initiative dependencies and intersections that may impact prioritization, sequencing and execution.Risk Management: Identify and monitor risks and issues and remove impediments by anticipating needs and engaging with the right stakeholders to find swift solutionsTHE PERSON: Knowledge Base and ExperienceEducation and Experience: A BS in Business, Finance, Operations, Supply Chain or equivalent, and a minimum of 15 years of progressive experience having served as a COO/VP Operations leader at scale in a highly complex, global company with construction/industrial services, energy management, fleet operations and service.Business Orientation: Possesses distinct business and financial acumen, with experience leading change and delivering successful transformations with measurable results . Collaborates with the executive team and serves as a thought partner and advisor to peers, aligning strategic business initiatives with the enterprise-wide strategy.Change Leadership: A track record of operating in business environments requiring significant evolution/transformation, specifically in the areas of process standardization and operational improvement, as well as global ERP implementations. Possesses a continuous improvement mindset.Board and Governance: A track record of understanding the complexity of and working successfully with a public company Board of Directors and its Compensation Committee. Executive presence and experience to quickly gain credibility with the EC and the BoardProfessional and Cultural Characteristics A strategic transformational business leader that the CEO and EC can turn to and consult on broader business issues and operational excellence matters. Supports the CEO in decision-making and communication strategy and vision throughout the organization.Demonstrated ability to bring together disparate businesses under a cohesive cultural dynamic aligned to enterprise business strategy.An exceptional communicator who fosters dialogue and openness across the organization. Unites functions, teams and individuals around common goals.Collaborative; operates with an enterprise-wide mindset, utilizes the expertise of others and builds consensus for decision-making as a team.Thinks strategically and creatively and acts proactively; considers long-term implications and makes decisions to support the future of the company.Talent-centric; naturally attracts and develops talent to create a team and for succession.An energetic, self-driven leader who brings innovation and new ideas to the organization.Possesses the learning agility required to succeed in a rapidly changing environment; comfortable with ambiguity and fast-paceAble to toggle between strategic and hands-on execution-orientation and do so seamlesslyHighly experienced in financial metrics, operational excellence and driving performance with KPI's and clear dashboardsNimble, flexible and decisive; willing to take calculated risks and pivot.Unquestionable integrity and excellent judgmentExcellent communications, organization and computer skills

Senior Financial Analyst - FP&AMarsh & McLennan Agency LLC is a leading insurance brokerage firm delivering innovative solutions to organizations in the U.S. and around the world. In the Southwest Region, our Texas roots date back to 1926. MMA offers commercial insurance brokerage, employee benefits consulting and specialized risk management services from its offices in Dallas, Houston, Austin, Abilene, Fort Worth, Lubbock, Midland, Odessa, San Antonio, Shreveport, Baton Rouge, and New Orleans. MMA is built on a strong ethical foundation and a belief that the work we do makes a fundamental difference in our clients' lives. We strive to bridge the gap between what "big firms" offer and the advice, solutions, and programs that smaller businesses require. MMA prides itself on creating tailored solutions for each client, helping them save money, solve problems and make the best decision for their specific situation. We understand how individuals, companies, families and communities are impacted by what we do and how we do it.The Senior FP&A Analyst position is a vital contributor to the finance team. This position reports to the Southwest Chief Financial Officer. This position is located in our Dallas, TX office at 8144 Walnut Hill Lane, 16th Floor, Dallas, TX 75231. This is an Exempt position. The position offers various flexible work options, including hybrid/remote options, depending on what is most appropriate for the role.Primary Responsibilities:The FP&A Senior Financial Analyst is responsible for supporting the MMA Southwest Finance department. The primary responsibilities of a Senior Financial Analyst include:Responsible for support the development of budgets and monthly forecasts.Analyze financial data and quantitative analyses to support sound and defensible recommendations.Review and conduct complex analysis of financial planning information and reports and make recommendations for changes to management.Conduct complex audit activities to comply with requirements.Maintain best practices policies to maintain compliance with regulatory standards.Communicate with management on a consistent basis.Support the month end close process by preparing recurring / standard and ad hoc reports, researching general ledger activities and variances to budget and prior year.Evaluate financial plans by identifying financial outcomes and potential returns.Prepare financial planning information and reports by collecting, analyzing, and summarizing data and trends.Identify process improvement opportunities with the FP&A function that may lead to streamlining financial processes, enhancing data accuracy and integrity, and implementing best practices in financial analysis and reporting.Build ad hoc financial models to support business imperatives.Qualifications:Education: A bachelor's degree in finance, economics, accounting, or related field of study. MBA or masters degree preferred.Experience: 5 to 7 years of significant experience in FP&A including project management.A strong understanding of Excel, Power Point, Power Query, and Power BI. Working proficiency with Oracle ESSBASE is also preferred.Simplicity minded leader with the ability to digest complex ideas and translate in practical advice.Strong leadership and management skills are essential. This includes the ability to lead and motivate others, set strategic goals, and manage resources effectively.Excellent communication, interpersonal, and negotiation skills are also important for building relationships with internal stakeholders and external partners.Strong analytical and problem-solving skills to identify trends, analyze financials, and develop effective risk mitigating strategies. The ability to think critically, make data-driven decisions, and adapt to changing circumstances is crucial.Not required, however, professional certifications related to finance can be advantageous, including CFA, CPA, CMA, or Data Analysis certification.Strong integrity and values are a must.Consideration:If you would like to be considered for this position, please send a resume, toMarsh & McLennan Agency LLC , provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, MHBT complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

THE ORGANIZATIONOur client is a well established non-profit that has served the North Texas for over 90 years. Full company information will be shared with interested candidates.THE OPPORTUNITYOur client seeks a strong finance professional to serve in the critical and visible role of Chief Financial Officer who has oversight of financial operations and information technology of the company, guiding its strategic direction in these specific areas and maintaining its fiscal stability. Opportunity to collaborate with a dynamic seasoned executive team and well-respected community Board leaders. Reports to President and CEO. Current structure includes 4 direct reports overseeing management of 16 total staff. The successful candidate will have the opportunity to oversee a well-functioning team and is expected to be able to innovate and vision future strategies which ensure the sustainability of a critical community service organization.Essential duties and responsibilities of the Chief Financial Officer include the following:Participate in setting the strategic direction of the agency and the Finance, Purchasing and Information Technology department in concert with the strategic plan and the Finance Committee of the Board. Lead the finance, purchasing and information technology team ensuring their ongoing professional development and training.Oversight of financial management including analyzing operating results ensuring that revenues, expenses, and labor are within budgeted objectives; advise department heads and administration of needed changes.Oversight of efficient and effective Medicare and Medicaid billing and compliance procedures including risk management. Oversee and participate as needed in preparation and communication of monthly and annual financial statements (including annual budget). Ensure timely reporting of key financial data and updates to the CEO, Board of Directors and other key stakeholders.Ensure legal and regulatory compliance regarding all financial functions. This includes tax planning and compliance with local, state and federal tax regulations.Review, evaluate and ensure the effectiveness of all financial, accounting and technology systems. Direct development and implementation of new systems, policies and procedures as required.SUCCESSFUL CANDIDATE OVERVIEWThe Chief Financial Officer will bring strong financial management skills, experience and understanding of healthcare finance and technological savvy as well as personal presence to be an effective leader. The organization will benefit from an individual who is both professional and energetic - someone who can articulate the vision effectively to internal staff as well as Board members.The Chief Financial Officer opportunity requires an experienced senior finance individual with a solid background in financial management with healthcare expertise. A passion for mission focused organizations is a requirement. Must show a history managing the day-to-day activities of teams while being a respected leader in crafting long-term initiatives. In turn, the successful candidate will step into an organization that is financially strong, innovative and has earned a distinct regard for its comprehensive, compassionate work. Candidates will possess the following education and experience:-Undergraduate degree required; advanced degree and Certified Public Accounting designation preferred- Eight or more years of progressively responsible experience in senior level finance- Proven success in overseeing Medicaid/Medicare billing/compliance/regulations- Favorable experience leading and managing staff - Excellent presentation skillsSuccessful candidates will demonstrate the following competencies:- Strategic Thinker- Ability to set expectations, establish priorities and manage multiple projects - Outstanding written and oral communication skills- Attention to detail- Recruitment, management, and support of successful teams- Personal leadership and management style that promotes collaboration and accessibilitySuccessful candidates will also demonstrate the following key personal characteristics:- Commitment to the mission- Effective team leader and team player- Achievement orientation- Strong work ethic- Problem-solver- Curious; interested in advances in fundraising and communications- Commitment to customer service- Positive attitude- Visionary-imagines what is possible and persuasively articulates that vision- Sense of humor- Unquestionable integrity and trustworthiness

Our client is a rapidly expanding, hard money lending company experiencing tremendous growth. Their team is driven by innovative thinking and a modern perspective that aims to streamline the financial industry by prioritizing relationships over transactions. As their business continues to flourish, they are seeking an experienced loan officer to join their sales team and quickly engage with an abundance of leads to successfully close deals.This Role Offers:Enjoy a generous compensation structure with uncapped earning potential.Maintain a healthy work-life balance with flexible working hours, floating holidays, and the option to work remotely.Access full benefits, including medical, dental, and vision coverage, ensuring your health and well-being are supported.Take advantage of the 401(k) plan, empowering you to plan for your long-term financial security and retirement goals.Focus:Effectively manage a high volume of leads by promptly responding to inquiries, assessing borrower needs, and providing appropriate loan solutions.Facilitate the loan origination process from application to closing, ensuring all necessary documentation and information are accurately collected and processed.Foster strong relationships with borrowers, real estate professionals, and other stakeholders by delivering exceptional customer service and maintaining regular communication throughout the loan process.Evaluate loan applications, analyze financial documents, conduct credit assessments, and determine the viability of loan requests based on Company's lending criteria.Ensure compliance with all relevant regulatory guidelines, internal policies, and procedures while effectively managing risks associated with loan underwriting and portfolio management.Stay updated on industry trends, market conditions, and competitive landscape to identify new business opportunities and maintain a competitive edge.Collaborate with the sales team, underwriters, and other departments to streamline processes, share knowledge, and achieve collective goals.Skill Set:Minimum of 3 years of proven success as a loan officer or similar role in the financial services industry.Strong understanding of loan origination, underwriting processes, lending regulations, and industry best practices.Demonstrated ability to convert leads into closed deals, with excellent negotiation, persuasion, and relationship-building skills.Proficiency in assessing financial documents, conducting credit analysis, and making informed lending decisions.Exceptional verbal and written communication skills, with the ability to clearly explain complex concepts and build rapport with diverse clientele.Meticulous attention to detail in loan documentation, compliance requirements, and data analysis.Effective multitasking and prioritization skills to handle a high volume of leads and meet deadlines.Comfortable using loan origination software, customer relationship management (CRM) systems, and other relevant technology tools.About Blue Signal:Blue Signal is an award-winning, executive search firm specializing in finance & accounting recruiting. We have a strong reputation for finding top talent in private equity, asset management, financial services, FinTech, and accounting leadership. Learn more at bit.ly/3IKiOzm

Chief Financial Officer- TalentZok OVERVIEW Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties listed below. Immediate opening for a Chief Financial Officer in Dallas, TX who possesses: 5+ Years experience in a Financial Leadership role within a Non Profit Organization or Hospice GroupBachelors Degree in Finance or Related FieldsExperience Overseeing Medicaid/Medicare billing/compliance/regulations highly preferredEmail resumes to [email protected] or call 469.895.5515 FULL DESCRIPTION: Our client seeks a strong finance professional to serve in the critical and visible role of Chief Financial Officer who has oversight of financial operations and information technology of the company, guiding its strategic direction in these specific areas and maintaining its fiscal stability. Opportunity to collaborate with a dynamic seasoned executive team and well-respected community Board leaders. Reports to Katherine Krause, President and CEO. Current structure includes 4 direct reports overseeing management of 16 total staff. The successful candidate will have the opportunity to oversee a well-functioning team and is expected to be able to innovate and vision future strategies which ensure the sustainability of a critical community service organization. The selected candidate will be responsible for: Participate in setting the strategic direction of the agency and the Finance, Purchasing and Information Technology department in concert with the company strategic plan and the Finance Committee of the Board.Lead the finance, purchasing and information technology team ensuring their ongoing professional development and training.Oversight of financial management including analyzing operating results ensuring that revenues, expenses, and labor are within budgeted objectives; advise department heads and administration of needed changes.Oversight of efficient and effective Medicare and Medicaid billing and compliance procedures including risk management.Oversee and participate as needed in preparation and communication of monthly and annual financial statements (including annual budget). Ensure timely reporting of key financial data and updates to the CEO, Board of Directors and other key stakeholders.Ensure legal and regulatory compliance regarding all financial functions. This includes tax planning and compliance with local, state and federal tax regulations.Review, evaluate and ensure the effectiveness of all financial, accounting and technology systems. Direct development and implementation of new systems, policies and procedures as required. The selected candidate will also possess: Undergraduate degree required; advanced degree and/or Certified Public Accounting designation preferred.Eight or more years of progressively responsible experience in senior level financeProven success in overseeing Medicaid/Medicare billing/compliance/regulations.Favorable experience leading and managing staff.Excellent presentation skillsStrategic ThinkerAbility to set expectations, establish priorities and manage multiple projects.Outstanding written and oral communication skills.Attention to detail.Recruitment, management, and support of successful teamsPersonal leadership and management style that promotes collaboration and accessibility.Commitment to the mission of the companyEffective team leader and team playerAchievement orientationStrong work ethicProblem-solverCurious, interested in advances in fundraising and communications.Commitment to customer servicePositive attitudeVisionary-imagines what is possible and persuasively articulates that vision.Sense of humorUnquestionable integrity and trustworthinessSalary Range: $150k-$180k/yr For immediate and confidential consideration, please email your resume to [email protected] or call 469.895.5515. More information can be found at www.talentzok.com

The Regional CFO is responsible for the fiscal and regulatory matters within their region. As part of the local executive team, the CFO supports the President, and provides timely reporting and strategic recommendations regarding the long-term business, and achievement of revenue and profit goals, is a contributing member of the Finance Council, and responds in a timely and accurate way to SupplyOne corporate's requirements. The individual in this role provides leadership, direction and management of the finance and accounting teams.Key Duties & Accountabilities (Primary responsibilities & quantifiable measurements):Assess, oversee and evaluate financial performance of the region with regard to long-term operational goals, budgets, forecasts, reporting and auditing.Operate as a strategic business partner to the executive team.Create and establish annual financial objectives with the senior team that align with SupplyOne's growth and profitability objectives.Mentor and develop the finance and accounting team members, managing work allocation, training, performance and the building of an effective team.Assure legal and regulatory documents are filed and monitor compliance with laws and regulations.Identify and address financial risks and opportunities for the company.Review financial reports for ways to reduce costs.Ensure timely preparation and presentation of monthly reportsReview and analyze monthly financial results and provide recommendationsOversee the month-end close process, constantly reviewing procedures while eliminating inefficiencies.Remain current on audit best practices as well as state, federal and local laws regarding company operations.Oversee the preparation and timely filing of all local, state and federal tax returns documentsReview all month-end closing activities including general ledger accounts, balance sheet accounts and overhead cost allocation.This is a team-based role and will require other duties as needed. Qualifications (What you'll need to be successful):• Bachelor's degree in Finance, Accounting, Business Administration, or a related field. MBA or CPA preferred.• Minimum of 10 years of progressive financial management experience, with at least 5 years in a senior leadership role.• Proven experience in a manufacturing or industrial environment, preferably within the packaging industry.• Strong knowledge of accounting principles, financial regulations, and reporting standards.• Excellent analytical, strategic thinking, and problem-solving skills.• Strong leadership and team management abilities.• Exceptional communication and interpersonal skills.• Must be willing and able to travel throughout the region regularly. • Knowledge and understanding of GAAP, SOX, and other essential reporting• Ability to inspire confidence and create trust.• Ability to work under pressure, plan personal workload effectively and delegate• Excellent analytical, reasoning and problem-solving skills.• Ability to deliver quality work on tight deadlines, with strong organization and priority setting skills.• Proven experience in financial project management.• Outstanding communication and presentation skills - able to communicate financial information into sound business language so people of all levels can understand.• Advanced computer skills, specifically in Excel. Proficiency in financial software and systems, including ERP systems. SupplyOne Core Values (Behaviors and values that are essential to be successful in our environment) First -Fosters culture that prioritizes trust and respect, focuses on well-being, growth and development of employees, emphasizes collaboration and honest, open and direct communication, is accountable for actionsCustomer Solutions -Listens to customers and understands their unique needs, goes above and beyond to deliver innovative customer solutions, demonstrates an entrepreneurial mindsetto Serve -Responds quickly to customer needs, delivers on commitments, exhibits a sense of urgency, demonstrates a commitment to making a positive impact on customers, employees and communities, embraces empathy, integrity and compassion in all interactionsAgility - Quickly adapts to changing customer needs and market dynamics, demonstrates and encourages creativity, flexibility and intelligent risk taking, embraces forward progress and change, open to new ideasFocus -Results driven, continuously drives profitable growth, not satisfied with status quo, continuously seeks improvement, embraces stretch goals

Job Summary :As a Financial Director/CFO at our client's trailblazing telecommunications company, you will be instrumental in overseeing all financial operations to drive growth, profitability, and operational efficiency. Your strategic guidance and financial expertise will play a crucial role in supporting the finance team to make key business decisions, ensuring compliance with regulatory requirements and fostering a culture of innovation and excellence.Basic InformationLocation: Dallas, TXDepartment: FinancePosition Type: Full-Time or Part-timeCompany OverviewOur client leads the telecommunications industry with a strong focus on innovation and connectivity. Committed to enhancing customer experiences, they lead in technological advancement, providing cutting-edge solutions for success and excellence.Key ResponsibilitiesOversee Financial Operations: Offer strategic advice in accounting, budgeting, forecasting, and financial reporting.Mentorship: Provide mentorship to existing finance leaders.Develop Financial Strategies: Drive growth, profitability, and operational efficiency through strategic financial planning.Provide Strategic Guidance: Offer financial analysis and support for key business decisions.Ensure Compliance: Maintain regulatory compliance and financial standards.Mentor Finance Team: Mentor and lead a high-performing finance team.Collaborate with Executive Leadership: Develop and execute the company's overall business strategy.Monitor Financial Risks: Identify areas for improvement and optimization.Stay Informed on Industry Trends: Provide insights to support strategic decision-making.QualificationsEducation: Bachelor's degree in accounting, finance, business administration; MBA preferred.Experience: 15+ years in financial management, 7+ years in senior leadership, familiarity with IT and Telecom market.Strong leadership, problem-solving, interpersonal, and communication skills.Certifications/Licenses: Relevant financial certifications preferred.Strategic Leadership: Drive financial performance and growth.Collaboration: Partner with upper management to achieve company goals.Innovation: Foster a culture of continuous improvement.Decision-making: Make sound decisions under pressurePriceSenz is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, or disability.