Top Hybrid Finance Jobs in Dallas-Fort Worth, TX

Support and service complex fiduciary, investment management, estate settlement, guardianship, and custody client relationships. Coordinate account administration, resolve client issues, prepare presentations, oversee transactions with Client Support Services, monitor portfolio metrics, maintain documentation and systems, and assist advisors with compliance and account reviews. Act as an expert on investment tools and support operational and process improvements.

The Plan Document Compliance Senior Lead ensures compliance with plan documents, resolves complex issues, and consults on operational strategies for defined contribution retirement plans.

Lead M&A tax planning, due diligence, and compliance for clients; manage and mentor engagement teams; advise on tax-efficient acquisitions, restructurings, and transaction documents; perform tax analyses including basis, accounting for transaction costs, and IRC Section 382 net operating loss/credit limitations; support business development and client relationship management.

The Finance Project Manager oversees financial and procurement services, manages a team of analysts, ensures compliance, and trains staff on data management.

The Director of Financial Reporting leads financial close processes, oversees reconciliations, supports audits, and drives process improvements.

The Tax Manager will develop solutions for client tax challenges, oversee tax provision processes, and provide expertise in tax advisory areas. They will collaborate with clients and lead projects while managing reports and presentations.

The Director leads project teams, interacts with clients and auditors, ensures compliance with regulations, and drives business development initiatives.

Lead ASC 606 revenue recognition and technical accounting for a SaaS business, manage Zuora-to-GL alignment, own month-end revenue close and audit-ready workpapers, advise Legal/Sales on contract accounting, and drive automation and OTC team building.

Lead tax process and technology transformation by analyzing requirements, designing scalable solutions, implementing automation and BI/AI-driven analytics, facilitating stakeholder workshops, supporting project and change management, and monitoring adoption and performance metrics.

Lead IT Finance FP&A for a ~$675M organization: consolidate forecasts, build and maintain Adaptive models, create Power BI semantic models and dashboards, drive cost optimization/TCO initiatives, deliver ad-hoc analysis, and improve financial systems and processes.