Top Senior Level Finance Jobs in Dallas, TX
The FinCrime Operations Lead will manage operational performance in the US market, focusing on KYB, Transaction Monitoring, and QA. Responsibilities include improving operational processes, collaborating cross-functionally with teams, overseeing performance metrics and handling escalations in operational issues.
The Senior Escrow Accountant manages and oversees financial transactions and records related to escrow accounts, ensuring compliance with regulations, preparing financial reports, and providing guidance to junior staff. The role also includes risk management and assisting with treasury-related projects in collaboration with internal and external teams.
The Manager, Tax Payment Operations is responsible for managing the annual 1099 and 1042 tax filings, maintaining the vendor master list, and overseeing agent commission payments. The role involves collaboration with other departments for financial services and ensuring compliance with tax regulations.
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The CFO will provide strategic business advisory services, help business owners improve cash flow, secure loans, and prepare for business sales, leveraging their experience in privately held companies.
As a Chief Financial Officer, you will help business owners improve their companies, facilitate buying and selling privately held businesses, and provide strategic business advisory services. The role involves increasing cash flow, securing loans, and preparing businesses for sale, while allowing you to build a consulting practice.
The Chief Financial Officer will guide business owners in enhancing their operations, navigating the buying and selling of privately held companies, and establishing a consulting practice with a focus on strategic financial advisory services.
The Senior Accounting Director manages accounting and payroll functions, ensuring compliance and accuracy in financial reporting and controls. Key responsibilities include overseeing G/L close processes, directing audits, engaging with cross-functional teams, and enhancing accounting systems utilizing NetSuite ERP. The role requires strong leadership in payroll operations for domestic and international teams, alongside strategic collaboration with senior management on financial decisions.
The Fund Accounting Manager will oversee all accounting responsibilities within the closing cycles, assist in fund administration oversight, manage investor reporting, audits, and compliance reports. They will develop efficient internal controls, solve accounting issues, and support special projects for firm leadership.
The Tax Manager at Allworth Financial will provide tax services such as preparing and reviewing various tax returns, conducting tax analysis, and resolving notices from tax agencies. The role involves client interaction to address tax-related inquiries and collaborating with financial advisors for strategic planning.
As a Senior Financial Analyst, you will engage in financial analysis and forecasting, maintain financial models, oversee budgeting, and support strategic planning efforts. The role involves collaboration with leadership and the enhancement of financial processes to support the company's growth trajectory.
The Financial Planner collaborates with the Sales Team and Advisors to understand client financial planning needs, coordinating with integrated services to create personalized financial plans and documentation. This role involves gathering and analyzing information and delivering tailored investment advice unique to each client’s financial objectives.
The Financial Operations Assistant Manager will oversee financial operations for the agency, providing program management, managing budgets, billings, and reconciliations, while fostering relationships with internal and external clients. The role involves problem-solving, mentoring junior staff, and ensuring timely project execution.
As a Financial Systems Analyst, you will manage and optimize billing systems, especially focusing on Zuora Billing. Responsibilities include executing data queries, maintaining billing systems, analyzing billing data, and collaborating with finance and accounting teams to enhance billing workflows.
As a Senior Financial Advisor at Farther, you will leverage your expertise to build client relationships and manage wealth, utilizing advanced technology for prospecting and client service. The role emphasizes client-first strategies in a collaborative team environment to drive success and impact the wealth management industry.
As a Senior Financial Advisor at Farther, you will build a client-first business using modern tools and technology. Your role involves converting prospects into clients, managing relationships, and providing wealth management strategies, all while utilizing proprietary tools to help in prospecting. You will need a proven track record in wealth management and a passion for improving personal finance experiences.
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