The Role
Lead financial planning, forecasting, and reporting; support monthly close and variance analysis; develop financial models; enforce SOX controls; consolidate multi-unit finances; partner with leaders to manage costs and enable data-driven executive decisions.
Summary Generated by Built In
TXSE is building the next-generation exchange infrastructure to support transparent, efficient, and resilient capital markets. This role will play a key role in strengthening financial discipline, enabling data-driven decision-making, and supporting the company’s long-term strategic growth.
This role partners closely with Finance, Operations, Technology, Strategy, and executive leadership to enhance forecasting accuracy, improve reporting transparency, and reinforce internal control processes in a fast-paced, regulated environment.
The ideal candidate is analytical, collaborative, and detail-oriented, with a strong foundation in accounting and financial planning within a growth-oriented or regulated organization.
Key Responsibilities
- Support the monthly accounting close process, including variance analysis and preparation of management-ready financial commentary.
- Lead and coordinate budgeting and forecasting cycles to support strategic planning and effective resource allocation.
- Develop and maintain financial models for projects, headcount planning, and organizational cost management.
- Partner with department leaders to analyze cost baselines, resource utilization, and project spend.
- Prepare monthly, quarterly, and annual management reports to support performance tracking and executive decision-making.
- Consolidate financial data across business units and ensure reporting consistency and accuracy.
- Execute SOX controls and support internal and external audit requests.
- Contribute to the development and strengthening of finance policies, procedures, and internal control frameworks.
- Drive continuous improvement in financial planning, reporting processes, and systems.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business Administration, or related field.
- 7+ years of progressive experience in FP&A, accounting, project accounting, consulting, or a related financial discipline.
- Strong understanding of GAAP and core financial principles, including revenue recognition, cost structures, and cash flow dynamics.
- Experience with budgeting, forecasting, financial modeling, and variance analysis.
- Demonstrated ability to translate financial data into clear, actionable insights.
- Excellent written and verbal communication skills, with the ability to partner effectively across functions and influence decision-making.
- High level of integrity and comfort operating within a controlled and regulated environment.
Preferred Qualifications
- Experience in capital markets, financial services, fintech, or a regulated environment.
- Experience in a start-up environment a plus.
- Exposure to SOX compliance and audit processes.
- Advanced proficiency in Microsoft Excel and financial reporting tools; familiarity with ERP and financial planning systems preferred.
Skills Required
- Bachelor's degree in Finance, Accounting, Business Administration, or related field
- 7+ years of progressive experience in FP&A, accounting, project accounting, consulting, or related financial discipline
- Strong understanding of GAAP, revenue recognition, cost structures, and cash flow dynamics
- Experience with budgeting, forecasting, financial modeling, and variance analysis
- Ability to translate financial data into clear, actionable insights
- Excellent written and verbal communication skills and ability to partner across functions
- High level of integrity and comfort operating within a controlled and regulated environment
- Experience in capital markets, financial services, fintech, or a regulated environment
- Exposure to SOX compliance and audit processes
- Advanced proficiency in Microsoft Excel and financial reporting tools; familiarity with ERP and financial planning systems
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The Company
What We Do
The Texas Stock Exchange (TXSE) aims to revitalize competition for issuers, establish the premier venue for listings, and create a world-class trading platform for all market participants. TXSE Group Inc is the parent company of the Texas Stock Exchange LLC. TXSE is headquartered in Dallas and plans to serve U.S.-based and international issuers, investors, and market participants. TXSE will offer both primary, dual, and ETP listings. With an initial capital raise of $161 million, TXSE is the most well-capitalized exchange to ever file a Form 1 with the U.S. Securities and Exchange Commission. TXSE is on track to receive SEC approval later this year and to begin trading in early 2026, with listings by the end of the same year.
