Top Hybrid Finance Jobs in Dallas-Fort Worth, TX

Lead inorganic growth and strategic initiatives including sourcing, structuring, and executing lower-middle-market M&A, driving post-acquisition integrations and value creation, planning greenfield expansions across the Southeast, and partnering with executive leadership and sponsors on enterprise strategy, financial analysis, and investor/board communications.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage a book of clients, support implementation of financial plans, coordinate asset consolidation, and secure referrals. Obtain required FINRA registrations and insurance licenses within 120 days and clearly communicate investment and planning recommendations to advisors, clients, and cross-functional teams.

Manage and train fund accountants, oversee daily/monthly fund accounting tasks, handle client relationships, prepare and review complex financial statements and reports, perform valuations and reconciliations, and coordinate with auditors and tax advisors to meet investor and regulatory reporting deadlines.

Prepare project labor and expense plans, forecast using accounting and project management systems, process project and client billings, and review overall financials while coordinating with project teams and field staff.

Lead the Cross-Functional team in delivering comprehensive solutions to financial and operational challenges, build client relationships, and mentor junior team members.

The role focuses on providing fund administration services for hedge and private equity clients, processing transactions, and ensuring compliance with AML procedures. It requires strong communication and organizational skills.

The Risk Credit Policy Analyst II analyzes credit risk for loans and leases, develops credit policies, monitors performance, and presents findings to management.

The Tax Senior Manager leads federal tax compliance and planning services for Energy clients, mentoring staff and developing expertise in the niche.

The Director of Product Line CTG drives financial integrity and performance, partners with leadership for budgeting, manages KPIs, and ensures compliance in financial processes.

Manage all aspects of equity compensation administration, ensure compliance, maintain cap table, and support reporting and valuation processes.