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10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Own and optimize the end-to-end Procure-to-Pay lifecycle by standardizing processes, driving operational efficiency, managing stakeholders, delivering training, controlling off-channel spend, creating supplier scorecards and KPI reporting, and ensuring governance and compliance to deliver measurable efficiency and value from supplier relationships.
Top Skills: AribaCoupaSAP
10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Manage revenue recognition for Health and Life businesses, ensuring ASC 606 compliance. Oversee LTV calculations, cost of revenue accounting, month-end close, financial disclosures, ICFR/SOX controls, and auditor interactions. Lead and develop the revenue team, drive process improvements, integrate revenue insights with forecasting, and collaborate cross-functionally with Sales Ops, Commissions, FP&A, and IT.
Top Skills: ErpExcelNetSuiteOracleSAP
10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Lead and enhance the firms broker-dealer and investment adviser compliance program, oversee risk assessments, WSPs, advertising reviews, regulatory filings and exams, manage a small compliance team, support training, monitor regulatory changes, and partner with business leaders on compliance matters.
Top Skills: MS Office
10 Days AgoSaved
In-Office
Dallas, TX, USA
Senior level
Senior level
Insurance • Professional Services • Software • Financial Services
Lead revenue recognition activities under ASC 606, prepare month-end journal entries, reconciliations, and financial disclosures. Oversee LTV assessments, cost of revenue accounting, and ICFR/SOX compliance. Collaborate with Sales Operations, FP&A, Commissions, and IT, use analytics to identify variances, support external audits, and drive process and control improvements.
Top Skills: Asc 606ErpNetSuiteOracleSAPSox
10 Days AgoSaved
In-Office
Dallas, TX, USA
Junior
Junior
Insurance • Professional Services • Software • Financial Services
Serve as primary contact for new representatives/advisors, manage onboarding and training coordination, prepare and review transition/account transfer packets, maintain tracking/onboarding systems, file and update U-4/U-5 and state licenses and annual reports, and ensure timely regulatory compliance.
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