Top Remote Senior Level Finance Jobs in Dallas, TX

Manages SBA loan closings from approval through funding, ensuring complete files and compliance with SBA and bank requirements. Reviews documentation, orders third-party reports and collateral searches, prepares closing documents in LaserPro, perfects security interests, and determines closing readiness. Handles complex loans, communicates with customers and third parties, supports underwriters, and manages due diligence. Leads, coaches, and develops staff while helping create department procedures and protocols.

Provide tax guidance and return preparation for high-net-worth clients with complex equity compensation, including ISOs, NSOs, RSUs, AMT, and multi-state filings. Advise on equity exercises, vesting, sales, and related tax planning. Own the Tax Pro workflow from document collection through filing, collaborate with CFP professionals, maintain accurate deadlines, and improve tax processes as the service scales.

Build and maintain advanced financial models and tools to evaluate funding alternatives, structure debt and equity strategies, and support capital raise activities. Partner with Credit, Data, and FP&A teams, generate investor materials, present to investors and senior management, and leverage large datasets and AI to drive reporting, analytics, and execution across the capital stack.

Manage global tax compliance and transfer pricing activities, including calculations, documentation, foreign and U.S. tax filings, tax provisions, audits, research, and cross-border transactions. Partner with global Finance and Accounting teams, external advisors, and foreign subsidiaries to meet deadlines, maintain accurate workpapers, monitor tax law developments, and communicate findings. The role requires 5+ years of progressive tax experience and supports an increasingly complex international business.

Manage asset allocation models and equity SMA strategies across client accounts. Monitor portfolio drift, cash needs, allocation tolerances, and investment guidelines; execute rebalancing and new-account implementation; maintain portfolio and account data; oversee UMA and custodial platforms; and improve portfolio management workflows, automation, scalability, and operational processes.

Underwrite prospective commercial loans, prepare credit memorandums, analyze borrower financials and collateral, complete construction draws, and monitor loan covenants and annual reviews. The role supports commercial loan portfolio management, policy refinement, regulatory compliance, reporting, and collaboration with loan officers and credit administration. It also mentors junior analysts and contributes to process improvements.

Owns functional requirements, design, testing, production support, and issue resolution for the Department of Labor’s Oracle Federal Financials system. The role ensures accounting processes are audit-ready and compliant with federal financial management standards. Responsibilities include requirements traceability, test planning and execution, defect resolution, Tier 2/3 support, quality assurance, change control, analytical deliverables, audit support, and mentoring junior analysts.

Owns monthly, quarterly, and annual close activities; prepares journal entries, GAAP-compliant financial statements, reconciliations, and management reports. Maintains fixed assets, intercompany accounting, revenue and deferred revenue records, policies, and documentation. Supports audits, compliance requests, stakeholder inquiries, and process improvements involving ERP optimization and automation.

Handles complex oil and gas division order matters, including Take-in-Kind activities, DOI and ownership calculations, title opinion review, ownership transfers, suspense and curative issues, royalty and working interest calculations, and discrepancy resolution. Works independently with minimal supervision and applies detailed knowledge of oil and gas ownership and title documentation.

Own pricing operations and Deal Desk execution for bespoke enterprise deals. Structure platform, connection, and transaction pricing; enforce discount guardrails; maintain pricing tools, CPQ workflows, documentation, and approval processes. Partner with Sales, Product, Finance, and Legal to operationalize pricing strategy, support negotiations, protect margins, analyze deal trends, and enable field adoption of pricing changes.