Finance Salary in Fort Worth, TX

JOB TITLE: Commercial Account ExecutiveJOB TYPE: FLSA ExemptREPORTS TO: Director of Client Services - Business Insurance/Property & CasualtyESSENTIAL DUTIES & RESPONSIBILITIES:DocumentationManage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:A point of contact with the ProducerInitiate correspondence with the marketplaceAct as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client's insurance programMaintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.Begin to demonstrate a consultative ability to instruct and guide the clientManage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.Manage Accounts ReceivablesManage Direct Billing with respect to CancellationsResponsible for ensuring the following are accomplished (via delegation to Account Managers or external resources):Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and/or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance RequestsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client's coveragesProcess mail and phone requests on daily basisPrepare Acord applicationsPrepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of InsuranceAdhere to document retention software documentation guidelinesPerform Quality check and control on insurance policies in their entiretyIn absence of more senior team members, provide direction and guidance to other members when appropriateTeamworkFunction as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to:Delegate tasks to Account Managers, as well as outsourcing teams, as appropriate.Ensure tasks from both Account Manager and outsourcing team are completed as directedEnsure Account Manager is performing all tasks as outlined in the MMA Assistant Account Manager or Account Manager Job DescriptionTreat clients, prospects, and company employees with courtesy and respect.Contribute to a team approach toward meeting goals and providing excellent client service.Coordinate and monitor usage and quality of outsourcing teamsSupport the training and growth of the Account Manager, being a part of their training and developmentTechnical ExpertiseDemonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:Analyze insurance quotes and make recommendationsComprehend and interpret Insurance Contract requirements for CertificatesCommunicate with insurance carriers as neededCommunicate with clients as neededClient facing meeting as required, either in-house or offsiteBecome proficient using premium analysis software.Utilize carrier online rating programs as necessary.Maintain knowledge of policy forms and endorsements with ability to explain detailed coverage provisions to the client and Account ManagerDesign insurance program for client based on defined needsUtilize agency management system to monitor pre-defined activities (policies past expiration, aged A/R, SIC codes, etc.)Identify and address any coverage gaps with producer, carrier and clientBegin to become subject matter expert and resource in area of interest or technical capability.REQUIREMENTS: Licensed: Texas P&C Agent preferredEducation: Bachelor's Degree, preferred(Internal) 18-36 months of Associate Account Executive experience preferred(External) Minimum of 3-5 years of midmarket Commercial Account Manager experience preferredCompletion of CIC and CRM preferredIf no designation, then 5-7 years of experience as an Account Manager preferredDemonstrate ability to multi-task and prioritize workWillingness to work to meet client needs beyond scheduled hours.Proficient at Word, Excel, and current internet technologies.Demonstrate proactive work style - Does not have to be asked or reminded of tasks.Ability to learn, analyze and comprehend commercial lines of insurance.Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, diplomacy, sensitivity and tactfulnessDemonstrate track record of interacting with, meeting with and partnering with assigned clients to achieve mutually desired outcomes via routine client contact by phone, e-mail and periodic meetings and planning sessions.We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it. It's More Than a Job, It's a Career SPM Oil & Gas, a Caterpillar company, provides superior products and service solutions to make our customers more efficient and lower total cost of ownership.We deliver engineered oilfield and drilling equipment repair and certification, mechanical and rotating equipment repairs and upgrades, rapid prototyping of spare parts, robust asset management, operation and maintenance and field engineering services. We offer a wide range of career opportunities across a variety of technical and business roles in engineering and service locations worldwide. Join our team and help build engineering solutions that change the industry. What You Will Do: Work that has a true business impact Drive reporting transformation to improve the efficiency and effectiveness of SPM financial reporting (systems and processes) and to enable deeper strategic business insights supporting profitable growth Collaborate and grow your network Collaboration with the Caterpillar Oil & Gas and Marine Division, the Global Finance strategy team, and other Caterpillar teams Grow your skillset Consolidation, analysis, and communication of results for SPM Oil and Gas What You Have: Education/Experience: Bachelor's Degree in Finance/Accounting or other related field and 2+ years of experience Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision Analytical Thinking: Knowledge of techniques and tools that promote effective analysis; ability to determine the root cause of organizational problems and create alternative solutions that resolve these problems Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material. Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports. Top Candidates Will Also Have: Familiarity with Infor Syteline, Snowflake, Power BI, or other similar data tools Highly organized and detail-oriented with the ability to prioritize multiple and changing responsibilities A comprehensive understanding of Caterpillar's business and accounting practices, systems, and procedures Additional Info : The primary location for this position is Ft. Worth, TX Domestic relocation assistance is available for those who qualify Sponsorship is not available International and Domestic travel up to 5% This posting will close at midnight on April 23, 2024 What You Will Get: Our goal at Caterpillar is for you to have a rewarding career. Our teams are critical to the success of our customers who build a better world. Here you earn more than just a salary because we value your performance. We offer a total rewards package that provides benefits on day one (medical, dental, vision, RX, and 401K) along with the potential of an annual bonus. Additional benefits include paid vacation days and paid holidays. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply. About Caterpillar Caterpillar Inc. is the world's leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. For nearly 100 years, we've been helping customers build a better, more sustainable world and are committed and contributing to a reduced-carbon future. Our innovative products and services, backed by our global dealer network, provide exceptional value that helps customers succeed. Final details: Please frequently check the email associated with your application, including the junk/spam folder, as this is the primary correspondence method. If you wish to know the status of your application - please use the candidate log-in on our career website as it will reflect any updates to your status. #LI Posting Dates: April 9, 2024 - April 23, 2024 Any offer of employment is conditioned upon the successful completion of a drug screen. EEO/AA Employer. All qualified individuals - Including minorities, females, veterans and individuals with disabilities - are encouraged to apply. Not ready to apply? Join our Talent Community .

Responsible for managing financial reporting and forecasting for assigned finance divisions; Develop and manage the operating forecast and budget process, including in-depth cause and effect analysis on such forecasts; Manage financial reporting and forecasting for finance division; Prepare and analyze financial statements, business activity reports, and financial forecasts; Coordinate with individuals from a wide variety of departments to execute finance divisions strategies; Analyze market trends to maximize profits and analyze expansion opportunities; Perform internal and external ad-hoc analyses and provide internal consulting for finance division activities; Review and analyze financial reports and monitor financial details; Build and deliver presentations to senior management regarding complex financial analysis and finance division strategies; Analyze and explain financial and accounting concepts in an understandable way to non-financial personnel.Work Schedule: 40 hours per week/8 a.m.-5 p.m./M-F.Job Location: Ft. Worth, TXBachelor’s degree in Business Administration, Finance, or related field, plus 3 years of experience as Analyst or any occupation in which the required experience was gained, plus demonstrated experience in: Financial modeling and analysis using database solutions, business intelligence and analytical tools; Direct or indirect people management experience; Budget tracking, variance reporting, and cost analysis; Independently leading medium to large projects; Communicating effectively with technical and nontechnical stakeholders; Financial and analytical skills, including ability to logically structure analysis of complex issues and develop creative solutions; Advanced Excel, Hyperion, SAP and ability to model data including indexmatch, pivot tables, vlookup, and hlookup; Building and presenting findings and strategies to leadership; Ability to explain financial and accounting concepts in an understandable way to non-financial personnel; Ability to effectively create business plans that align with company strategic goals.Please copy and paste your resume in the email body do not send attachments, we cannot open them and email them at candidates at placementservicesusa.com with reference #2312091 in the subject line.Thank you.

Aero Components, LLC, founded in 1978, is an OEM approved, full-service manufacturer of complex bonded and composite assemblies. Our motto is Always Committed to Improvement. This core belief and operating philosophy is instilled in all our team members, so everyone feels empowered to perform their operation to the utmost quality standard.We are currently hiring an on-site Accounting Clerk for our team due to growth! Our standard hours for this position are Monday - Friday from 7 am to 3:30 pm.Position Summary:Accounts Payable:Stamping invoices the day they come in and separating bills to the proper divisionEntering bills into QuickBooksChecking bills in QuickBooks (verifying they are coded correctly and entered into proper vendor).Filing bills in date, and chronological orderProcessing all transactionsAssisting with new vendor validation and setupChecking statements from vendorsCheck run day: Helping find the bills that match the checkScan checks onto company networkAccounts ReceivableCheck shipment register weekly to verify all shipments have been invoicedScan invoices onto company networkCommunicate with customers regarding payment statusGeneralBank account reconciliationsHelping with general journal entries such as accruals and prepaid expensesOther responsibilities as assignedRequirements:Proven ability to learn ERP manufacturing systems.Excellent verbal and written communication skills.Ability to develop a strong understanding of the business.Ability to work in a collaborative manner.Takes initiative and works independently.To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.Aero Components is registered with the U.S. State Department’s Directorate of Defense Trade Controls (DDTC) and complies with requirements under the International Traffic in Arms Regulations (ITAR).To apply, send your resume to and put Accounting Clerk in the subject line.

Calling all Experienced Tax Preparers! Join our team for an exciting opportunity that offers flexible schedules. Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level. You will provide exceptional client service while connecting with clients in a fun, fast-paced environment. Don't miss out on this opportunity to make a difference for the hardest working!No matter your work background or experience level, we welcome you to apply!Perks: Flexible Schedule Options - Work that works for you! Corporate discount program Tax preparation training Continuing tax education Plus, you'll work in a fast-paced, innovative culture with an open and collaborative environment, and opportunities for advancement within the organization. And More! What you need:2+ seasons of previous experience completing individual, trust, and/or partnership tax returns. Passion for providing extraordinary customer service. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced work environment. Basic computer skills. Willingness to learn. Experience in accounting, finance, retail, bookkeeping or taxes. If you're looking for a rewarding opportunity to learn new skills and make an impact, apply today!

CAREERS THAT CHANGE LIVES We are a learning culture. An inventive and collaborative group. We are dedicated to making sure that ever patient gets the best product -when they need it. We have strong ties to our local communities. Our vibrant employee communities respect and value individual experience and perspective as we aim to improve lives and access to healthcare.Medtronic's Supply Chain is at the heart of the company, focused on ensuring the right product is in the right place at the right time to meet our customer's and patient's needs. The Supply Chain Function is responsible for balancing supply and demand across the organization; ensuring we have the optimized amount of inventory to meet worldwide demand for Medtronic's vast array of businesses and products.Are you a data-driven financial analyst with a passion for supply chain optimization? We are seeking a Senior Financial Analyst to join our dynamic Supply Chain Finance team. This role offers an exciting opportunity to shape the financial future of our organization by leveraging your analytical skills and business acumen.Location : Fort Worth, TX; Minneapolis, MN. Team and Business partners will be located globally.Travel: Less than 25% A Day in the LifeOur Senior Financial Analyst thrives on numbers, models, and collaboration. In this role, you will be responsible for supporting manufacturing sites accurate inventory and scrap forecasts, building sophisticated financial models, and utilizing operational analytics to predict financial outcomes. You'll collaborate with operational and financial stakeholders to translate these models into practical business insights, focusing on key performance indicators such as GMROI, inventory weeks, and scrap as a % of COGS. A deep understanding of P&L, income statements, and balance sheets is critical.Responsibilities: Financial Modeling: Build sophisticated financial models for regular forecasting, incorporating historical data, market trends, and operational insights. Operational Analytics: Utilize tools such as Microsoft Excel and Power BI to analyze supply chain data, identify patterns, and predict financial outcomes. Model Translation: Translate complex models into practical business insights, collaborating with Supply Chain and Operations stakeholders to drive adoption. Business Partnering: Collaborate with Ops Scheduling, Inventory COE, Global Manufacturing FP&A and Manufacturing Sites Finance partners to understand forecasts, production schedules and inventory impact. Continuous Improvement: Bring a mindset of CI to all aspects of the job including recurring processes and ad-hoc projects Key Performance Indicators (KPIs): Inventory Weeks: Monitor inventory turnover and optimize stock levels. GMROI (Gross Margin Return on Inventory): Evaluate the effectiveness of inventory investments. Scrap as a % of COGS: Identify cost-saving opportunities related to scrap management. Financial Acumen: Understand Profit and Loss (P&L) statements, income statements, and balance sheets to provide strategic recommendations. Must Have: Minimum Requirements Bachelors degree required Minimum of 4 years of relevant experience in Finance and/or Accounting, or advanced degree with a minimum of 2 years relevant experience Nice to Have Strong business partnering and influencing skills Working experience supporting manufacturing facilities Team player with strong communication/presentation skills Experience with Medtronic financial systems: SAP & Essbase/Hyperion Ability to think big (strategically) and deep dive (tactically) Ability to work effectively in a team environment. Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving Desire to learn and develop for future opportunities and job growth About MedtronicTogether, we can change healthcare worldwide. At Medtronic, we push the limits of what technology, therapies and services can do to help alleviate pain, restore health and extend life. We challenge ourselves and each other to make tomorrow better than yesterday. It is what makes this an exciting and rewarding place to be.We want to accelerate and advance our ability to create meaningful innovations - but we will only succeed with the right people on our team. Let's work together to address universal healthcare needs and improve patients' lives. Help us shape the future.Physical Job RequirementsThe physical demands described within the Responsibilities section of this job description are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. For Office Roles: While performing the duties of this job, the employee is regularly required to be independently mobile. The employee is also required to interact with a computer, and communicate with peers and co-workers. Contact your manager, recruiter or local HR to understand the Work Conditions and Physical requirements that may be specific to each role. (ADA-United States of America)A commitment to our employees lives at the core of our values. We recognize their contributions. They share in the success they help to create. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every career and life stage. Learn more about our benefits here .This position is eligible for a short-term incentive plan. Learn more about Medtronic Incentive Plan (MIP) here .The base salary range is applicable across the United States, excluding Puerto Rico and specific locations in California. The offered rate complies with federal and local regulations and may vary based on factors such as experience, certification/education, market conditions, and location. Compensation and benefits information pertains solely to candidates hired within the United States (local market compensation and benefits will apply for others).

LHH is working with a manufacturing company in the Fort Worth area that is adding a new Staff Accountant to their team. They pride themselves on fostering a collaborative and innovative work environment that values integrity and professional growth. They are seeking a dedicated Staff Accountant to join their General Ledger Accounting Team. You will play a pivotal role in ensuring the integrity of financial data and contribute to the timely and accurate preparation of financial statements. You will be responsible for posting journal entries, reconciling accounts, and collaborating with cross-functional teams to support the financial reporting process.Job Responsibilities:Prepare and post accurate and complete journal entries in accordance with established accounting principles and company policies.Perform regular account reconciliations to verify the accuracy of balances, identify discrepancies, and resolve any issues promptly.Contribute to the preparation of monthly, quarterly, and annual financial statements by providing accurate and well-organized financial data.Assist in the month-end and year-end close processes, ensuring all transactions are properly recorded and financial statements are produced within specified timelines.Collaborate with team members to analyze financial data and variances, providing insights that contribute to informed business decisions.Maintain clear and organized documentation of accounting activities, processes, and reconciliations.Work closely with other departments, including Accounts Payable, Accounts Receivable, and Finance, to resolve discrepancies and improve overall financial accuracy.Job Qualifications:Bachelor's degree in Accounting, Finance, or related field.1+ years of experience in accounting, preferably with exposure to general ledger accounting and financial statement preparation.Strong understanding of Generally Accepted Accounting Principles (GAAP) and accounting standards.Proficiency in using Microsoft Excel.If you are interested in this opportunity, or any other career opportunities from LHH Recruitment Solutions please send your resume to: [email protected]

Job description / summaryThe Budget Analyst Associate will have overall responsibility for creation of study budgets based on detailed knowledge of the study protocol requirements, additional guidance from the sponsor, and input from assigned key staff. The Budget Analyst Associate will have responsibility for managing budgets, contracts and payments for study sites and vendors. Creation of the study budget will require detailed knowledge of clinical operations and proficiency with a proprietary study budgeting tool. A key element of the role of Budget Analyst Associate will be to coordinate closely with finance to verify pricing for study budgets. The role requires you to be client facing, interacting with sponsors to follow up with any questions or clarifications required to prepare the budget. The Budget Analyst Associate may be required to follow up with the sponsor to assist in securing an award including but not limited to following up to determine proposal feedback and negotiating budgets.As Budget Analyst Associate you will be required to work with Project Management by providing oversight and support for tracking all study budgets for awarded studies. This includes monthly review of the project budget, reconciliation of accounts, and assisting finance for payment invoicing.As Budget Analyst Associate you will also have primary responsibility in executing Non-Disclosure Agreements (NDAs), Master Service Agreements (MSAs), Study Contracts, and Work Scope Changes (WSCs) including working with Business Development and Accounting to ensure all information is present, formatting of documents, obtaining approval and execution from appropriate parties. Following established process will be critical. As Budget Analyst you may be required to work outside business hours to meet sponsor deadlines or accommodate time zone differences. RESPONSIBILITIESThe main responsibilities of this role include but are not limited to the following:Work closely with senior members of the Budgets and Contracts team to learn how to create and negotiate study budgetsLearn how to review, draft and negotiate NDAs, MSAs, Study Contracts, and WSCsCoordinate with Operational team(s) to resolve queries on study/site budgets and contractsObserve sponsor discussions regarding study/site budgets and contractsTracking and updating internal trackers on the status and dollar values of each document (as applicable)Initial forecasting development for all study budgets upon contract awardCreate site budgets and contracts templates in collaboration with study sponsorPrimary oversight and support for tracking all study/site budgets in executed Study ContractsFacilitate invoicing approvals for finalizationNegotiate study/site/vendor budgets and contracts and facilitate finalization in a timely mannerUpdate relevant CTMS trackers on a real-time basis regarding contract progressReceive site invoices, review, and approveRevise budgets and contracts as necessary following established processesManage a workload that includes responsibility for multiple assignmentsParticipate in all required job training and development courses and seminarsWork on ad hoc projects as neededSupport Regional Office Team(s) as it may relate to the overall growth and expansion of the region(s)Limited travel (~5%) travel will be required for training, internal meetings, and client meetings at strategic accounts.Other requests as assigned by ManagerKNOWLEDGE & SKILL REQUIREMENTSExceptional verbal and written communication skills as demonstrated by their ability to respond to questions from internal and external customers using accepted business correspondence practices.A thorough understanding of financial management and the committed ability to follow through with objectives to meet all crucial deadlines is necessary. Outstanding analytical abilitiesSelf-motivated individual with a highly entrepreneurial style coupled with self-confidence and a positive demeanorWell-developed problem solving skillsExcellent oral, written and presentation skillsHigh energy, enthusiastic, goal drivenAdvanced proficiency in MS Office (Word, Excel, and Outlook) with Visio, PowerPoint, and Project proficiency requiredEDUCATION AND EXPERIENCE REQUIREMENTSBachelor's degree (B. A./B.S.) from a four-year college or university1 year experience in a pharmaceutical, biotechnology, or clinical research organization setting preferred

ARG is partnered with a high growth (20% YoY) $1B+ pre-IPO tech/SaaS company in search of a VP of Taxation. This position will lead the tax function as the first hire in bringing the tax function inhouse. Headquartered in Seattle, the entire accounting and finance team is 100% remote.Required:Lead the structuring of UP-C (Umbrella Partnership-C Corporation) for IPO + restructure/unwind of UP-C & TRA.Oversee transfer pricing and tax strategyReport directly to Executive Leadership Team and Board of Directors in providing expert guidanceFull autonomy to hire and build out team as needed.Culture:A+ culture of high performers. Dynamic and personable with no egos.Rated one of the Best Places to workI have personally known the CFO for years and can say firsthand this is a phenomenal culture.Comp Structure:$300k base (+/-) + 35-45% Bonus + significant equity / RSU's (total cash comp around $425-465k) + equityRequired Skillset:At least 15 years of tax experience in Big 4 or a combination of Big 4 and industryExperience with Umbrella Partnership - C Corp structure and TRA'sMinimum of Director level in Big 4, or Director+ in industry for a $500M+ companyFor immediate consideration, please email your resume to Brad at BChamberlin(at)AllianceResourceGroup(dot)com

Position: Financial AnalystLocation: 100% Remote - Midwest and West Coast candidates only pleaseSalary: $50-70 per hour W2 employmentDuration: 6 monthsMust have EHR System experienceJob Summary:Provides financial analysis and management planning support. Reviews, reconciles and analyzes data to insure financial integrity of information reported and identification of trends. Monitor and reconcile statements and participate in the reconciliation of accounts. Provides independent analysis to leadership regarding financial results and identification of potential improvements.Job Requirements:Education and Work Experience:• Associate's/Technical Degree in accounting, finance, business administration or equivalent combination of education/related experience: Required• Bachelor's Degree in accounting, finance, business administration or equivalent combination of education/related experience: Preferred• Three years' relevant experience: Preferred• One year's experience in accounting or finance: PreferredLicenses/Certifications:• Certified Public Accountant (CPA): PreferredEssential Functions:• Develops and maintains financial analysis tools and reporting, daily productivity dashboards, and trend and forecast reporting's. Participates in the monthly accounting close functions, annual budgeting process and balance sheet reconciliations.• Provides support with contract and reimbursement modeling. Assists in yearly budgeting through development of supporting data, compilation of information and important to budgeting system.• Monitors reports to ensure data quality. Processes, enhances, and acquires technical skills to work with database and business intelligence systems.• Performs other job-related duties as assigned.