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Accounting / Finance Jobs
Full Time
6/12/2024
Dallas, TX 75209
(25.8 miles)
$90,000 to $110,000 / yr
Tradition Senior Living is seeking to hire an experienced Senior Business Information Systems Analyst. This is a direct hire position with Tradition Senior Living. Tradition Senior Living offers competitive, performance-based compensation programs for capable and dedicated employees who share that same commitment to quality service and performance.
The Senior Business Information Systems Analyst manages all aspects of Tradition’s central and cross-functional business information systems (BIS). The Senior Business Information Systems Analyst is a critical team member tasked with achieving strategic objectives through the efficient and effective use of BIS. Reports to Director of Financial Planning & Analysis.
Responsibilities Include but are not limited to: Working closely with Tradition leadership, providing engaged, empowering, and strategic guidance, to examine business demands and objectives, solve business problems, recognize needs, and create efficiencies for all Tradition teams through BIS application and management. Utilizing cross-functional business knowledge and experience, lead collaborative examinations of BIS; this involves participating in product demos for identified needs as well as discovery. Collaborating with associated Tradition teams to identify and select appropriate BIS and coordinate and complete BIS developments, implementations, integrations, and deployment. Supporting associated Tradition teams as needed to execute system updates/upgrades as needed. Maintaining and improve the internal control environment for all critical BIS, ensuring data integrity. Developing and oversee processes and procedures for best-practice BIS use; provide training resources when necessary for BIS use; oversee BIS administration, ensuring systems are properly maintained by appropriate team members. Developing and maintaining relationships with cross-functional business partners in the Operations and Finance Teams. Supporting other members of the Financial Leadership Team through collaboration on company and team objectives. Having an adaptive and flexible work style effective for working with varied senior-level leaders, on-site team members, and off-site team members that are geographically dispersed. Completing other projects, special assignments, other tasks, and duties as assigned. Maintaining a high level of confidentiality with sensitive information, documents, etc. Have a rewarding, comfortable work experience at Tradition Senior Living. If you feel that you are a qualified fit and up to the challenge, please apply with your resume. All applicants are being contacted.
Benefits: Medical coverage – 3 plans to choose from Dental Vision Health Savings Account (HSA) Health Reimbursement Arrangement (HRA) Prescription Discounts Telemedicine Basic Life and AD&D Coverage Voluntary Life Voluntary STD and LTD Accident and Critical Illness Coverage 401(k) Employee Assistance Program Advocate4Me – medical concierge United Health Care rewards – earn up to $300 for healthy activities Paid Time Off for Full Time employees
Qualifications: Bachelor's degree in business-related field required; Master’s degree is a plus. Minimum of 5+ years of progressive experience in a business-related field; senior living-related experience preferred; involvement with various business management segments required. Strong MS Office skills and Adobe Acrobat skills required; familiarity with system integrations required; familiarity with Eldermark, Yardi, and Prophix (or other FP&A system) preferred. Demonstrated ability to drive process improvements. Strong ability to adapt to, learn, and understand complex and cross-functional business information systems to generate key data. Ability to take loosely defined business questions and translate them into clearly defined specifications. Must present a high degree of professionalism in both written and verbal communication. Team player able to foster collaborative relationships with functional teams across all business areas. Excellent attention to details and exceptional analytical, quality assurance, and organizational skills. Must be flexible, adaptable, and thrive in a fast-paced, changing environment. Must be self-motivated and able to work independently. Able to handle confidential material in a professional manner.
Full Time
6/15/2024
Southlake, TX 76092
(32.8 miles)
BluSky Restoration wants to hire YOU as a Project Director. Our Project Directors are crucial to our organizational success because they have the ability to estimate and close the sale. This position has a starting salary of $70,000 to $100,000 depending on experience, and UNCAPPED commission potential!This is a highly compensated position with commission potential.Base Salary Range is $70,000 - $100,000Commission OTE is $70,000 - $200,000Vehicle AllowanceBRIEF DESCRIPTION:The construction Project Director is responsible for managing and closing new business opportunities through leads and referrals generated by personal business development and marketing activities. The construction Project Director works closely with owners and managers of commercial, industrial, government, and residential properties damaged by man-made or natural disasters to develop cost estimates for restoration, renovation, environmental, and roofing services.Principal AccountabilitiesSalesRevenueProfit MarginsAR & CollectionsManaging near-term opportunitiesBusiness Development ActivityEstimating ProficiencyCustomer SatisfactionWorking with and coordinating with internal teamsDUTIES & RESPONSIBILITIES:Sales:Meet or exceed monthly and yearly sales goalsNegotiate and execute contracts on behalf of the companySelling all services that BluSky offersConvert opportunities into salesTrack and Measure sales and sales opportunities in our CRM and Tracking SheetsRevenue:Oversee and expedite revenue production in accordance with monthly goalsWork with all members of the project team to ensure timeliness of deposit, progress, and final billingsProvide oversight and direction to the Project Manager in production of revenueReview and collaborate with Project Team on Project schedulesProfit Margins:Develop and take ownership of the project budget in compliance with vertical target marginsEnsure the accuracy of the budget and modify it during the course of the project, if conditions warrantSeek to improve project profitability by judicious use of vendors, in-house labor, and material suppliersSupervise and monitor project costs to ensure margin integrityAR & Collections:Intentional conversations at the beginning of each project outlining the AR process and setting expectations with the customer for collectionsReview and understand specific program's for invoicing, payment terms, conditions, and processPerform weekly collection calls on all accountsWeekly reviews for A/R Aging to proactively manage the accounts, monitor lien rights, and follow through on assignmentsMaintain DSO (Days Sale Outstanding) at or below 75 daysManage Near Term Opportunities:Work directly with clients & claims handling teams to close leadsMaintain robust communication with clients to steer direction toward closingDocument communication and curate all files in the BluSky CRM systemsBusiness Development Activity:Schedule and attend two business development meetings a week with clients, adjusters, building consultants, etc.Participate in various special events to market BluSky - luncheons, trade shows, award dinners, etc.Entertain clients as necessary to drive business and close salesPartner with business development and Vice President in pursuit of all salesEstimating Proficiency: Accurate sketching of affected areas and use of Matterport technology.Time and Material (T&M) / Xactimate knowledge (need to be able to explain the T&M bill file & justify Xactimate line items)Ability to estimate a project to fit all target margins per the service providedCustomer Satisfaction:Consistent weekly communication with all stakeholders (external and internal)Setting expectations upfront with the customerHolding teams accountable to provide updatesCheck in with the customer throughout the projectEmail communication should have all stakeholders on the threadWorking and coordinating with internal teams:MitigationCoordinate to get the work authorization signed so we can respond timelyWalking the job with the technician team to define the scope of workShare client feedback/changes in scopeReview daily T&M sheets with the Mitigation operations teamWork directly with the Mitigation operations teamSite visit at completion to confirm all work is completed per client expectationsReconstructionProject Kick Offs confirming scope of work and target budget / marginConstant communication with the Project Manager (PM) throughout the course of the projectWork with the PM to get timely change orders submitted for approvalWork with the PM to send weekly updatesBusiness DevelopmentCommunicate with the Business Development Manager (BD) about the new opportunity to get it into Salesforce timelyKeep the BD on all email communication with the mutual clientUpdate the BD on all changes to the project timelyHelp the BD update the NTO list that you are both workingProject AccountantsOversee completed work authorizations so the PA can get the job into VistaWork with the PA to send out invoicesWork with the PA to upload change ordersQUALIFICATIONS & REQUIREMENTS:5+ years of Recent marketing/business development and sales experience in the restoration or construction industry with a proven track record of sales growthExtensive Construction estimating and/or large loss and catastrophe experienceMust be able to attend Business Development networking functions 2-3 evenings a weekIntermediate-level Microsoft Office skillsExperience utilizing Xactimate and other estimating software preferredExperience with social media platforms such as LinkedIn preferredStrong written and verbal communication skills requiredStrong knowledge of project management, financial processes, and administration requiredStrong business ethics, integrity, and the ability to perform in highly autonomous environments requiredOSHA 10 or 30, CPR and First Aid certifications preferredEDUCATION:Bachelor's degree or equivalent experience related to the role is preferredTRAVEL:Minimal out of state travel is required. Some out-of-area and overnight travel may be expected for training, meetings, or jobs.COMPENSATION:BluSky offers a competitive base salary, a bonus plan for qualified positions, auto allowance, and a comprehensive benefits package that includes: a matching 401(k) plan, health insurance (medical, dental, and vision), paid time off, disability, equipment appropriate to the position (i.e., laptop, smartphone, etc.), and corporate apparel allowance.BluSky also offers extended benefits such as: Working Remotely, Employee Assistance Program, Accident & Critical Illness Coverage, LegalShield, Professional Development, Paid Referral Program, and more.WORK ENVIRONMENT AND PHYSICAL JOB DEMANDS:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually quiet.The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.The employee must occasionally lift and/or move up to 25 pounds. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, reach with hands and arms, talk, and hear. The employee is required to regularly move and walk around the office.EEOC:BluSky is dedicated to the principles of equal employment opportunity. BluSky prohibits unlawful discrimination against applicants or employees based on race, sex, color, religion, national origin, disability, genetic information, sexual orientation, or any other applicable status protected by Federal, State, or local law.It is and will continue to be the policy of BluSky that all persons are entitled to equal employment opportunity based on their individual qualifications, performance, and potential without regard for any protected status, as required by state and federal law.
Full Time
6/6/2024
Carrollton, TX 75007
(19.0 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsInbound Sales Representative - Remote Various Locations | 503175 Financial Representative Trainee - Omaha, NE Nebraska | 502867 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
6/4/2024
McKinney, TX 75070
(0.9 miles)
Invitation Homes is a fast-paced, rapidly growing publicly traded REIT (NYSE:INVH) that owns or operates over 100,000 single family rental homes with a market capitalization of over $20 billion. We are a team of more than 1,600 associates who come from all walks of life. We call different communities “home,” but our shared values bind us together. Invitation Homes is a place where possibility lives.Our Company’s values (Unshakeable Integrity, Continuous Excellence, Standout Citizenship, and Genuine Care) are at the core of all our interactions with internal and external customers. We focus on team building and community involvement in addition to providing critical business support to perform general accounting functions.Job SummaryWe are looking for a dynamic Senior Accountant to join our Property Accounting team and maintain the integrity of the general ledger, work with other departments to understand their business units and impact on the financial statements, and collaborate with other teams within the Accounting Department to ensure timely delivery of financials reports The ideal candidate is detail oriented with demonstrated ability to prioritize work to meet various deadlines while balancing ad-hoc projects, enjoys working in a high volume, fast-paced environment that emphasizes innovation and process improvements, and wants to learn multiple aspects of the single-family residential business. If you have a proven track record of success and are ready to advance your career, this is the job for you!Essential Job Duties and Responsibilities·Reviews work completed by property accountants for accuracy and completeness in accordance with established policies and procedures. Large transactional volume (up to 100,000 lines at a time).·Ensures month-end close deadlines are met, maintains and reviews bank reconciliations and various balance sheet account reconciliations.·Works with Accounting Managers to determine efficient and effective teamwork load and cross-training opportunities.·Reviews the Balance Sheet and Income Statement to ensure accuracy.·Responsible for understanding a variety of financial reports and the impact of the single-family rental business on results of operations.·Mentors and encourages staff and their professional development.·Partners with HOA, Leasing, Operations, and other business units to gain an understanding of their impact on the business financials and assist where needed.·Interacts with field teams and external partners to review financials results and provide needed financial review and analysis support.·Prepares and reviews recurring and ad hoc analysis on financial results, trends, performance metrics, and benchmarks, to understand operating results and requests from business leaders.·Assists with external and internal audit requests (SOX, Compliance, Internal Controls, etc.).·Participates in Company-provided training and identifies training to increase knowledge of single-family residential business.Education and/or Experience·Bachelor’s degree in accounting or related field is required.·3 – 5 years of experience in accounting and financial statement preparation is required. Property Accounting experience is preferred.·Solid understanding of basic accounting principles and possess high degree of accuracy and excellent time management skills.·Intermediate-level knowledge of Excel functionality is required.·Experience working with high volumes of data.·Yardi experience a plus.Skills/Specialized Knowledge·Proven analytical and problem-solving abilities including the ability to identify and implement best practices that improve the team’s effectiveness and efficiency.·Ability to effectively prioritize and execute tasks in a fast-paced dynamic environment.·Strong interpersonal, organizational and communication skills; ability to relate to others.·Self-motivated, high initiative and able to work with minimal supervision.·Ability to follow and apply Generally Accepted Accounting Principles (GAAP).·Ability to read and comprehend financial statements.·Ability to set and meet goals and consistently meet deadlines.Other RequirementsMust maintain professional appearance.Ability to be at work on a regular and consistent basis; Overtime may be required for this position.Physical and Mental DemandsThis position will spend long hours sitting and using office equipment and computers. The position may also entail light lifting of supplies and materials occasionally, up to and including 20 pounds in addition to reaching, stooping, standing, and walking. This position requires the ability to talk, hear, compare, compute, compile, copy, analyze, coordinate, synthesize, negotiate and communicate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.Work EnvironmentHybrid office/remote working environment that may be busy and noisy at times.Salary Range$61,650.00 - $106,860.00Compensation and BenefitsTo attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:Annual bonus programHealth, dental, vision, and life insuranceLong-term and short-term disability insuranceGenerous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays401(k) with company matching contributionsAwesome work environment with casual dressTeam events and gatherings (Pre- and Post-Covid)Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at .To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
Full Time
6/12/2024
Dallas, TX 75201
(29.6 miles)
Job Number 24101406Job Category Finance & AccountingLocation Sheraton Dallas Hotel, 400 Olive Street, Dallas, Texas, United States VIEW ON MAPSchedule Full-TimeLocated Remotely NRelocation NPosition Type ManagementJOB SUMMARYAssists in the championing, development, and implementation of property-wide strategies that deliver products and services to meet or exceed the needs and expectations of the brand’s target customer and property employees. Provides financial expertise to enable the successful implementation of the brand service strategy and brand initiatives while maximizing the return on investment. In addition, assists in the creation and execution of a business plan that is aligned with the property and brand’s business strategy and focuses on the execution of financial and accounting activities and the delivery of desirable financial results.CANDIDATE PROFILEEducation and Experience• 4-year bachelor's degree in Finance and Accounting or related major; 1 years experience in the finance and accounting or related professional area.OR• Master's degree in Finance and Accounting or related major; no work experience required.CORE WORK ACTIVITIESAssisting in Strategic Planning and Decision Making• Develops means to improve profit, including estimating cost and benefit, exploring new business opportunities, etc.• Analyzes information, forecasts sales against expenses and creates annual budget plans.• Compiles information, analyzes and monitors actual sales against projected sales.• Analyzes differences between actual budget wages and forecasted wages for more efficient budget planning.• Assists in identifying the underlying principles, reasons, or facts of information by breaking down information or data into separate parts.• Thinks creatively and practically to assist in the development, execution and implementation of new business plans• Assists in the creation of the annual operating budget for the property.• Provides analytical support during budget reviews to identify cost saving and productivity opportunities for property managers.• Assists in the implementation of a system of appropriate controls to manage business risks.• Analyzes financial data and market trends.• Assists in the development and implementation of a comprehensive annual business plan which is aligned with the company’s and brand’s strategic direction.• Provides on going analytical support by monitoring the operating department’s actual and projected sales.• Produces accurate forecasts that enable operations to react to changes in the business.Leading Finance & Accounting Team• Utilizes interpersonal and communication skills to lead, influence, and encourage others; advocates sound financial/business decision making; demonstrates honesty/integrity; leads by example.• Communicates the strategic goals, the focus and the owner priorities to subordinates in a clear and precise manner.• Oversees internal, external and regulatory audit processes.• Provides excellent leadership by assigning team members and other departments managers' clear accountability backed by appropriate authority.• Conducts annual performance appraisals with direct reports according to Standard Operating Procedures.Anticipating and Delivering on the Needs of Key Stakeholders• Attends meetings and communicates with the owners, understanding the priorities and strategic focus.• Understands and meets the needs of key stakeholders (owners, corporate, guests, etc.).• Communicates financial concepts in a clear and persuasive manner that is easy to understand and drives desired behaviors.• Demonstrates an understanding of cash flow and owner priorities.• Manages communication with owners in an effective manner.• Manages property working capital and cash flow in accordance with brand SOPs and owner requirements.• Facilitates critique meetings to review information with management team.Developing and Maintaining Finance and Accounting Goals• Ensures Profits and Losses are documented accurately.• Monitors all taxes that apply, ensuring that taxes are current, collected and/or accrued.• Submits reports in a timely manner, ensuring delivery deadlines.• Develops and supports achievement of performance goals, budget goals, team goals, etc.• Improves profit growth in operating departments.• Reviews audit issues to ensure accuracy.Managing Projects and Policies• Generates and provides accurate and timely results in the form of reports, presentations, etc.• Reconciles balance sheet to ensure account balances are supported by appropriate documentation in accordance with SOPs.• Ensures that the P&L is accurate (e.g., costs are properly matched to revenue, costs are recorded in the proper accounts).• Ensures compliance with management contract and reporting requirements.• Ensures compliance with standard and local operating procedures (SOPs and LSOPs).• Ensures compliance with Standard Operating Procedures (SOPs).Managing and Conducting Human Resource Activities• Ensures team members are cross-trained to support successful daily operations.• Ensures property policies are administered fairly and consistently.• Ensures new hires participate in the department’s orientation program.• Ensures new hires receive the appropriate new hire training to successfully perform their job.• Creates appropriate development plans which develop team members based on their individual strengths, development needs, career aspirations and abilities.• Conduct performance review process for employees.• Participates in hiring activities as appropriate. The salary range for this position is $81,000 to $102,000 annually. Marriott offers a bonus program, comprehensive health care benefits, 401(k) plan with up to 5% company match, employee stock purchase plan at 15% discount, accrued paid time off (including sick leave where applicable), life insurance, group disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account (except for positions based out of or performed in Hawaii), flexible spending accounts, tuition assistance, pre-tax commuter benefits, other life and work wellness benefits, and may include other incentives such as stock awards and deferred compensation plans. Benefits and incentive compensation may be subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions. The compensation and benefits information is provided as of the date of this posting. Marriott reserves the right to modify compensation and benefits at any time, with or without notice, subject to applicable law.Marriott International is an equal opportunity employer.We believe in hiring a diverse workforce and sustaining an inclusive, people-first culture.We are committed to non-discrimination onanyprotectedbasis, such as disability and veteran status, or any other basis covered under applicable law.When you join the Sheraton family, you become a member of its global community. We’ve been a place to gatherand connect since 1937. At Sheraton, associates create a sense of belonging in more than 400 communities around the world. We invite, we welcome, and we connect guests through engaging experiences and thoughtful service. If you’re a team player who is excited to deliverameaningful guest experience, we encourage you to exploreyour next career opportunitywith Sheraton. Join us on our mission to be ‘The World’s Gathering Place’. In joining Sheraton Hotels & Resorts, you join a portfolio of brands with Marriott International. Be where you can do your best work, beginyour purpose,belongto an amazing global team, andbecomethe best version of you.
Full Time
6/9/2024
Irving, TX 75062
(30.1 miles)
Compensation Type: Yearly Highgate Hotels: Highgate is a leading real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in major U.S. gateway cities including New York, Boston, Miami, San Francisco and Honolulu, with a growing Caribbean and Latin America footprint. The hospitality forward company provides expert guidance through all stages of the property cycle, from planning and development through recapitalization or disposition. Highgate has a proven record of developing its diverse portfolio of bespoke lifestyle hotel brands, legacy brands, and independent hotels and resorts with contemporary programming and digital acumen. The company utilizes industry-leading revenue management tools that efficiently identify and predict evolving market dynamics to drive outperformance and maximize asset value. With an executive team consisting of some of the most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in New York, Chicago, Dallas, London, Miami, and Seattle. www.highgate.com Location: Highgate Corporate Offices Irving, TX Overview: The Senior Financial Analyst will play a key role in the company’s Financial Planning & Analysis process. This role will report to the Vice President of Financial Planning & Analysis and will require skills in financial planning, modeling, analysis and reporting. The candidate will participate in a range of analytical and data analysis activities which will enhance departmental understanding of current and pro forma financial and operational results, leading to increased efficiencies, lower operational expense levels and revenue opportunities. This role will partner with the CFO to prepare key financial information for the company. Responsibilities: Review and assist in monthly forecasting of financial statementsGenerate monthly and quarterly reporting for internal and external stakeholdersAssist in the preparation of annual budgets for business leadersPrepare detailed business analysis and provide opportunities and solutions for the businessDevelop cost benefit analysis to assess potential opportunitiesCreate dashboards and ad hoc reports to support business operationsBuild strong interdepartmental relationships and maintain open lines of communicationConduct presentations as requiredReview financial results with business leaders, providing insights into results relative to expectationsPrepare analysis of industry data and trendsLead business case development of the Company’s strategic projects by building financial models and liquidity forecasts, performing ongoing updates, and presenting results and recommendations for Revenue and Operating Expense related projects as well as for the 5 Year Strategic PlanExpectations include building financial models, then quantifying, analyzing, and documenting assumptions, while ensuring consistency across the models following approved modeling standardsWork with key cross-functional business partners as well as FP&A team members to ensure all assumptions are vetted and built-inBuild presentations for Senior Management and BOD that should provide the appropriate insights to aid in decision making with an understanding of the return on investment and/or long-term outlook. Presentation should also highlight areas of opportunity or concernWork closely with Regional business partners and FP&A team to ensure final approved models’ assumptions are updated in the appropriate Budget or Forecast in the systemOwn the tracking of the performance vs. the approved strategic initiatives on a monthly basis, including creating and issuing Performance Dashboards where applicableAssist direct manager and the FP&A team related to acquisitions and M&A activitySeek opportunities to streamline and enhance financial analytical support to meet internal customer needs Qualifications: 5+ years of Financial Planning and Analysis experienceBachelor’s degree in Finance, Accounting, Mathematics or other related degree preferred, MBA a plusExperience and strong proficiency with building financial models in Excel and creating Power Point presentations requiredExperience with Oracle based financial systems, SQL, Smart View, and TM1 a plusBuild strong work relationships within Finance and Accounting as well as cross-functional groups and across multiple layers of the organizationStrong analytic skills and intellectual curiosity with ability to summarize results or findingsExcellent analytical and problem solving abilitiesHigh level of intellectual curiosityAbility to drive strategic direction and take initiativeMust be able to translate performance of business from various data sourcesEffective communicator (verbal and written)Demonstrated innovative thinkingStrong attention to detailThe desire to work collaboratively in a team environmentPosition is based in Highgate’s Irving, Texas office
Full Time
6/12/2024
Fort Worth, TX 76155
(33.8 miles)
Make a Difference in YOUR Career! Our vision is both simple and ambitious: to put our drinks on every table. We are the leading global independent beverage solutions provider. We serve a broad range of national and international retailers as well as Global, National and Emerging (GNE) brands. Our products are distributed worldwide from our production sites in Europe, North America, and Australia. Although our own branding may not appear on the labels of the beverages we produce, there is a good chance you are reading this while sipping one of our drinks. Our ambition is to continually improve and it’s what keeps us at the top of our game.We are solutions-based.We are innovative. We seek out new challenges and conquer them. This is our company ethos, but it’s our people’s too:Refresco is at the cutting edge of a fast-moving industry because we have passionate people pushing the boundaries of what’s best. Stop and think: how wouldYOUput our drinks on every table Position Description The Regional Plant Controller, Southwest is responsible for the overall integrity, accuracy and completeness of the company’s manufacturing operations financial results and safeguarding of the plant assets. The Regional Controller Southwest partners with manufacturing operations management team and engages in all aspects of these operations to provide timely and comprehensive financial leadership to the plants across Canada. Essential Functions: Overall responsibility for the multiple plant operations financial results and delivery of accurate timely results in accordance with General Accepted Accounting Principles (GAAP), company processes/procedures and statutory regulations. Achieves this through working closely with the Plant management team, Cost Accounting/Inventory management and Supply Chain Finance teams.Work with plant management teams to set annual standards and production yields for financial reporting and costing analysisProvide financial guidance and support to plant management with proactive communication of accounting/reporting issues and recommendations.Provide guidance/input to management on key business decisions that enable effective and efficient operations and delivery of WOW savingsProvide guidance to plant management in the origination of capital expenditure requests. Prepare/review financial support for the capex requests ensuring compliance to Refresco policy and robust accurate projections of costs and savings generated by the project. Perform post capital expenditure audits and reviews.Ensure the Manufacturing plant finance team provides local subject expertise for SAP financial reporting and processes. And ensure integrity of plant financial data and information in Refresco systemsEnsure compliance with key control procedures and corporate policies and procedures at the local level plant management team to ensure the overall financial integrity of the plant financial information and safeguarding of assets.Weekly/monthly working capital reporting. Work with Plant management to manage effective working capital utilization and cash flows. Significant areas of focus being inventories and capex cash flows.Maintain open communication with peers to foster a consistent approach in the financial management of the local operating units.Provide support for external and internal audits at the operating facilities. Complete other ad-hoc reporting requestsManage the weekly/monthly/quarterly flash forecast process with the plant management team to deliver accurate forecasted bottling results. Appropriate identification of risks and opportunities.Lead the development of the annual Operating Plan for the manufacturing facilities within the region.Work with the Plant Management Team to identify and recommend process improvements that will deliver financial benefits or mitigate financial risks.Analyze financial data to facilitate decision making process at the plant management level Education and Experience: Bachelor's in Accounting required.CPA, CMA or equivalent designationManufacturing & costing experienceMinimum of 5 years at Controller levelUS GAAP & Sarbanes Oxley knowledgeERP System experience Required Skills and Competencies: Excellent verbal and written communication skillsStrong analytical skills, with proven strategic problem solving skillsAbility to operate and consistently deliver in a changing environmentA self-starter with strong initiative and the ability to work independently. Strong customer service orientation,Strives for high performance and uses technical skills effectively with a demonstrated emphasis to detail and accuracy. Ability to multi-task, and work in an organized, detailed manner under limited time frames & tight deadlines.Intermediate Excel skills & Financial ModelingKnowledge of financial accounting systems, controls and compliance procedures and industry practicesStrong written and verbal communication skills with the ability explain results, document processes, and convey ideas.Financial analysis skills (identifies information needed to prepare and validate analyses; interprets and draws conclusions from financial information; extracts meaning from data by recognizing trends and patterns)US GAAP & Sarbanes Oxley knowledgeAbility to demonstrate continuous improvement in previous roles. Active involvement in cost savings development.Sarbanes-Oxley implementation and maintenance experience.Emphasis on problem prevention and developing ideas for improvement. A Career with Refresco Refresco offers a competitive salary and comprehensive benefits, which include: Medical/dental/vision insurance Life insurance 401(k) savings plan with company matchPaid holidays and vacation Well-being benefitsDiscount programs Join Refresco TODAYand enjoy a rewarding CAREER! Any employment agency, person, or entity that submits a rsum to this career site or a hiring manager does so with the understanding that the applicant's rsum will become the property of Refresco Beverages, Inc. Refresco Beverages, Inc. will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity. Employment agencies that have agreements with Refresco Beverages, Inc., and have been engaged in a search shall submit rsum to the designated Refresco recruiter or, upon authorization, submit rsum to this career site to be eligible for placement fees.
Full Time
5/27/2024
Carrollton, TX 75007
(19.0 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsInbound Sales Representative - Remote Various Locations | 503175 Financial Representative Trainee - Omaha, NE Nebraska | 502867 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
6/4/2024
McKinney, TX 75070
(0.9 miles)
Invitation Homes is a fast-paced, rapidly growing publicly traded REIT (NYSE:INVH) that owns or operates over 100,000 single family rental homes with a market capitalization of over $20 billion. We are a team of more than 1,600 associates who come from all walks of life. We call different communities “home,” but our shared values bind us together. Invitation Homes is a place where possibility lives.Our Company’s values (Unshakeable Integrity, Continuous Excellence, Standout Citizenship, and Genuine Care) are at the core of all our interactions with internal and external customers. We focus on team building and community involvement in addition to providing critical business support to perform general accounting functions.Job SummaryWe are looking for a dynamic Senior Accountant to join our Property Accounting team and maintain the integrity of the general ledger, work with other departments to understand their business units and impact on the financial statements, and collaborate with other teams within the Accounting Department to ensure timely delivery of financials reports The ideal candidate is detail oriented with demonstrated ability to prioritize work to meet various deadlines while balancing ad-hoc projects, enjoys working in a high volume, fast-paced environment that emphasizes innovation and process improvements, and wants to learn multiple aspects of the single-family residential business. If you have a proven track record of success and are ready to advance your career, this is the job for you!Essential Job Duties and Responsibilities·Reviews work completed by property accountants for accuracy and completeness in accordance with established policies and procedures. Large transactional volume (up to 100,000 lines at a time).·Ensures month-end close deadlines are met, maintains and reviews bank reconciliations and various balance sheet account reconciliations.·Works with Accounting Managers to determine efficient and effective teamwork load and cross-training opportunities.·Reviews the Balance Sheet and Income Statement to ensure accuracy.·Responsible for understanding a variety of financial reports and the impact of the single-family rental business on results of operations.·Mentors and encourages staff and their professional development.·Partners with HOA, Leasing, Operations, and other business units to gain an understanding of their impact on the business financials and assist where needed.·Interacts with field teams and external partners to review financials results and provide needed financial review and analysis support.·Prepares and reviews recurring and ad hoc analysis on financial results, trends, performance metrics, and benchmarks, to understand operating results and requests from business leaders.·Assists with external and internal audit requests (SOX, Compliance, Internal Controls, etc.).·Participates in Company-provided training and identifies training to increase knowledge of single-family residential business.Education and/or Experience·Bachelor’s degree in accounting or related field is required.·3 – 5 years of experience in accounting and financial statement preparation is required. Property Accounting experience is preferred.·Solid understanding of basic accounting principles and possess high degree of accuracy and excellent time management skills.·Intermediate-level knowledge of Excel functionality is required.·Experience working with high volumes of data.·Yardi experience a plus.Skills/Specialized Knowledge·Proven analytical and problem-solving abilities including the ability to identify and implement best practices that improve the team’s effectiveness and efficiency.·Ability to effectively prioritize and execute tasks in a fast-paced dynamic environment.·Strong interpersonal, organizational and communication skills; ability to relate to others.·Self-motivated, high initiative and able to work with minimal supervision.·Ability to follow and apply Generally Accepted Accounting Principles (GAAP).·Ability to read and comprehend financial statements.·Ability to set and meet goals and consistently meet deadlines.Other RequirementsMust maintain professional appearance.Ability to be at work on a regular and consistent basis; Overtime may be required for this position.Physical and Mental DemandsThis position will spend long hours sitting and using office equipment and computers. The position may also entail light lifting of supplies and materials occasionally, up to and including 20 pounds in addition to reaching, stooping, standing, and walking. This position requires the ability to talk, hear, compare, compute, compile, copy, analyze, coordinate, synthesize, negotiate and communicate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.Work EnvironmentHybrid office/remote working environment that may be busy and noisy at times.Salary Range$61,650.00 - $106,860.00Compensation and BenefitsTo attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:Annual bonus programHealth, dental, vision, and life insuranceLong-term and short-term disability insuranceGenerous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays401(k) with company matching contributionsAwesome work environment with casual dressTeam events and gatherings (Pre- and Post-Covid)Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at .To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
Full Time
6/9/2024
Irving, TX 75062
(30.1 miles)
Compensation Type: Yearly Highgate Hotels: Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate’s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry’s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle. www.highgate.com Location: Highgate Corporate Offices Irving, TX Overview: The Sr. Staff Accountant is responsible for assisting the Director of Finance in maintaining accurate and timely financial reporting; ensuring acceptable levels of internal control; ensuring hotel compliance to Highgate Hotels Standard Operating Procedures; and support/coach team members. For this role, the emphasis is placed on the management of income audit, depository bank reconciliations, recording of monthly expenses and support to resolve balance sheet variances. This position is Hybrid from our corporate office in Irving, TX. Responsibilities: Reconcile monthly revenue between Property Management System and Oracle General ledger. Produce and distribute monthly analysis to Director of Finance and Hotel Accounting teams.Book Monthly expenses for credit card fees, chargebacks and banking fees.Review, reconcile, and record daily income journal activity from Profit Sword to Oracle for each hotel assignment and provide daily/weekly/monthly status updates to accounting and revenue management teams.Provide support to the Income Journal team to complete weekly STR deadline.Prepare and complete bank/balance sheet reconciliations on assigned accounts.Prepare and post monthly cash entries, work with treasury to confirm deposits are clearing the bank.Reconcile assigned bank accounts daily ensuring that the general ledger activity ties to the bank This must be completed before end of business every day noting any variances to be discussed with the property Operations Team and your GMs.Ensure open items identified during the daily reconciliation process have been communicated with follow-up as necessary.Understand and adhere to internal cash reconciliation process and reporting using Oracle and Blackline application data.Prepare documentation for External AuditorsAnalyze financial statements for discrepancies and alert the Director of Accounting if necessary.Delegate financial responsibilities to the accounting team.Provide training and support to the accounting team.Provide support on the AR process as needed.Provide support on ad hoc projects. Qualifications: Bachelors Degree or higher in Accounting, Finance or similar required.Minimum of 3+ years of experience.Hospitality and hotel specific experience preferred.Blackline, Profit Sword and Oracle experience strongly preferred.A/R experience strongly preferred.Strong PC skills including Excel and Word.Strong organizational, analytical, verbal and written communication skills.Proven ability to handle multiple projects simultaneously.Demonstrated ability to lead a team.Ability to work overtime as necessary to complete assigned tasks.Ability to work in a fast-paced environment.
Full Time
6/1/2024
Carrollton, TX 75007
(19.0 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsInbound Sales Representative - Remote Various Locations | 503175 Financial Representative Trainee - Omaha, NE Nebraska | 502867 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
6/4/2024
McKinney, TX 75070
(0.9 miles)
Invitation Homes is a fast-paced, rapidly growing publicly traded REIT (NYSE:INVH) that owns or operates over 100,000 single family rental homes with a market capitalization of over $20 billion. We are a team of more than 1,600 associates who come from all walks of life. We call different communities “home,” but our shared values bind us together. Invitation Homes is a place where possibility lives.Our Company’s values (Unshakeable Integrity, Continuous Excellence, Standout Citizenship, and Genuine Care) are at the core of all our interactions with internal and external customers. We focus on team building and community involvement in addition to providing critical business support to perform general accounting functions.Job SummaryWe are looking for a dynamic Senior Accountant to join our Property Accounting team and maintain the integrity of the general ledger, work with other departments to understand their business units and impact on the financial statements, and collaborate with other teams within the Accounting Department to ensure timely delivery of financials reports The ideal candidate is detail oriented with demonstrated ability to prioritize work to meet various deadlines while balancing ad-hoc projects, enjoys working in a high volume, fast-paced environment that emphasizes innovation and process improvements, and wants to learn multiple aspects of the single-family residential business. If you have a proven track record of success and are ready to advance your career, this is the job for you!Essential Job Duties and Responsibilities·Reviews work completed by property accountants for accuracy and completeness in accordance with established policies and procedures. Large transactional volume (up to 100,000 lines at a time).·Ensures month-end close deadlines are met, maintains and reviews bank reconciliations and various balance sheet account reconciliations.·Works with Accounting Managers to determine efficient and effective teamwork load and cross-training opportunities.·Reviews the Balance Sheet and Income Statement to ensure accuracy.·Responsible for understanding a variety of financial reports and the impact of the single-family rental business on results of operations.·Mentors and encourages staff and their professional development.·Partners with HOA, Leasing, Operations, and other business units to gain an understanding of their impact on the business financials and assist where needed.·Interacts with field teams and external partners to review financials results and provide needed financial review and analysis support.·Prepares and reviews recurring and ad hoc analysis on financial results, trends, performance metrics, and benchmarks, to understand operating results and requests from business leaders.·Assists with external and internal audit requests (SOX, Compliance, Internal Controls, etc.).·Participates in Company-provided training and identifies training to increase knowledge of single-family residential business.Education and/or Experience·Bachelor’s degree in accounting or related field is required.·3 – 5 years of experience in accounting and financial statement preparation is required. Property Accounting experience is preferred.·Solid understanding of basic accounting principles and possess high degree of accuracy and excellent time management skills.·Intermediate-level knowledge of Excel functionality is required.·Experience working with high volumes of data.·Yardi experience a plus.Skills/Specialized Knowledge·Proven analytical and problem-solving abilities including the ability to identify and implement best practices that improve the team’s effectiveness and efficiency.·Ability to effectively prioritize and execute tasks in a fast-paced dynamic environment.·Strong interpersonal, organizational and communication skills; ability to relate to others.·Self-motivated, high initiative and able to work with minimal supervision.·Ability to follow and apply Generally Accepted Accounting Principles (GAAP).·Ability to read and comprehend financial statements.·Ability to set and meet goals and consistently meet deadlines.Other RequirementsMust maintain professional appearance.Ability to be at work on a regular and consistent basis; Overtime may be required for this position.Physical and Mental DemandsThis position will spend long hours sitting and using office equipment and computers. The position may also entail light lifting of supplies and materials occasionally, up to and including 20 pounds in addition to reaching, stooping, standing, and walking. This position requires the ability to talk, hear, compare, compute, compile, copy, analyze, coordinate, synthesize, negotiate and communicate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.Work EnvironmentHybrid office/remote working environment that may be busy and noisy at times.Salary Range$61,650.00 - $106,860.00Compensation and BenefitsTo attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:Annual bonus programHealth, dental, vision, and life insuranceLong-term and short-term disability insuranceGenerous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays401(k) with company matching contributionsAwesome work environment with casual dressTeam events and gatherings (Pre- and Post-Covid)Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at .To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
Full Time
6/12/2024
Carrollton, TX 75007
(19.0 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsInbound Sales Representative - Remote Various Locations | 503175 Financial Representative Trainee - Omaha, NE Nebraska | 502867 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
6/4/2024
McKinney, TX 75070
(0.9 miles)
Invitation Homes is a fast-paced, rapidly growing publicly traded REIT (NYSE:INVH) that owns or operates over 100,000 single family rental homes with a market capitalization of over $20 billion. We are a team of more than 1,600 associates who come from all walks of life. We call different communities “home,” but our shared values bind us together. Invitation Homes is a place where possibility lives.Our Company’s values (Unshakeable Integrity, Continuous Excellence, Standout Citizenship, and Genuine Care) are at the core of all our interactions with internal and external customers. We focus on team building and community involvement in addition to providing critical business support to perform general accounting functions.Job SummaryWe are looking for a dynamic Senior Accountant to join our Property Accounting team and maintain the integrity of the general ledger, work with other departments to understand their business units and impact on the financial statements, and collaborate with other teams within the Accounting Department to ensure timely delivery of financials reports The ideal candidate is detail oriented with demonstrated ability to prioritize work to meet various deadlines while balancing ad-hoc projects, enjoys working in a high volume, fast-paced environment that emphasizes innovation and process improvements, and wants to learn multiple aspects of the single-family residential business. If you have a proven track record of success and are ready to advance your career, this is the job for you!Essential Job Duties and Responsibilities·Reviews work completed by property accountants for accuracy and completeness in accordance with established policies and procedures. Large transactional volume (up to 100,000 lines at a time).·Ensures month-end close deadlines are met, maintains and reviews bank reconciliations and various balance sheet account reconciliations.·Works with Accounting Managers to determine efficient and effective teamwork load and cross-training opportunities.·Reviews the Balance Sheet and Income Statement to ensure accuracy.·Responsible for understanding a variety of financial reports and the impact of the single-family rental business on results of operations.·Mentors and encourages staff and their professional development.·Partners with HOA, Leasing, Operations, and other business units to gain an understanding of their impact on the business financials and assist where needed.·Interacts with field teams and external partners to review financials results and provide needed financial review and analysis support.·Prepares and reviews recurring and ad hoc analysis on financial results, trends, performance metrics, and benchmarks, to understand operating results and requests from business leaders.·Assists with external and internal audit requests (SOX, Compliance, Internal Controls, etc.).·Participates in Company-provided training and identifies training to increase knowledge of single-family residential business.Education and/or Experience·Bachelor’s degree in accounting or related field is required.·3 – 5 years of experience in accounting and financial statement preparation is required. Property Accounting experience is preferred.·Solid understanding of basic accounting principles and possess high degree of accuracy and excellent time management skills.·Intermediate-level knowledge of Excel functionality is required.·Experience working with high volumes of data.·Yardi experience a plus.Skills/Specialized Knowledge·Proven analytical and problem-solving abilities including the ability to identify and implement best practices that improve the team’s effectiveness and efficiency.·Ability to effectively prioritize and execute tasks in a fast-paced dynamic environment.·Strong interpersonal, organizational and communication skills; ability to relate to others.·Self-motivated, high initiative and able to work with minimal supervision.·Ability to follow and apply Generally Accepted Accounting Principles (GAAP).·Ability to read and comprehend financial statements.·Ability to set and meet goals and consistently meet deadlines.Other RequirementsMust maintain professional appearance.Ability to be at work on a regular and consistent basis; Overtime may be required for this position.Physical and Mental DemandsThis position will spend long hours sitting and using office equipment and computers. The position may also entail light lifting of supplies and materials occasionally, up to and including 20 pounds in addition to reaching, stooping, standing, and walking. This position requires the ability to talk, hear, compare, compute, compile, copy, analyze, coordinate, synthesize, negotiate and communicate. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.Work EnvironmentHybrid office/remote working environment that may be busy and noisy at times.Salary Range$61,650.00 - $106,860.00Compensation and BenefitsTo attract and retain top talent, we're pleased to offer competitive compensation and benefits, including:Annual bonus programHealth, dental, vision, and life insuranceLong-term and short-term disability insuranceGenerous paid time off plans include vacation accrual, sick time, standard holidays and floating holidays401(k) with company matching contributionsAwesome work environment with casual dressTeam events and gatherings (Pre- and Post-Covid)Invitation Homes is an equal opportunity employer committed to fostering a diverse, inclusive and innovative environment with the best associates. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status or any other factor protected by applicable federal, state or local law. If you have a disability or special need that requires accommodation, please contact us at .To all recruitment agencies: Invitation Homes does not accept agency resumes. Please do not forward resumes to Invitation Homes employees. Invitation Homes is not responsible for any fees related to unsolicited resumes.
Full Time
5/27/2024
Carrollton, TX 75007
(19.0 miles)
Financial Representative Trainee - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 502865Categories: Sales, Early Career Programs, Financial Representative TraineeApplication Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.WHAT WE CAN OFFER YOU:Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.Promotion to a Financial Representative with a$36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:You’ll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.You’ll demonstrate appropriate skills and pass a sales process competency test.You’ll gain invaluable direct sales experience in marketing Individual Insurance products to clients.You’ll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You’ll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.WHAT YOU’LL BRING:Ability to successfully achieve criteria of Trainee Program.Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.Highly self-motivated and results-oriented with ability to work independently and as part of a team.Access to reliable transportation in order to attend appointments and meetings.Ability to travel up to 50% of the work period and maintain a valid driver’s license.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.PREFERRED:Knowledge of the Insurance/Financial Services industry, products and marketing practices.Bachelor's degree or equivalent preferred but not required.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at . Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsInbound Sales Representative - Remote Various Locations | 503175 Financial Representative Trainee - Omaha, NE Nebraska | 502867 Financial Representative Trainee - Milwaukee, WI Wisconsin | 502870
Full Time
6/1/2024
Addison, TX 75001
(19.3 miles)
Client Service Associate - Dallas, TXLocation: TexasWork Type: Full Time RegularJob No: 503009Categories: Administrative/SupportApplication Closes: Open Until Filled SHARE As a Client Service Associate, you'll support the Sales team by putting together key information for client proposals. You will also have a chance to work closely with new and existing Workplace Solution customers, helping to provide the clarity, support and guidance that Mutual of Omaha is known for. This is a great opportunity for someone ready to learn and understand the proposal process, the insurance industry and the art of building client relations.WHAT WE CAN OFFER YOU:Estimated Hourly Wage: (Levels have variable responsibilities and qualifications): Client Service Associate: $24.00 - $28.85, plus annual bonus opportunity.Senior Client Associate: $31.25 - $33.65,plus annual bonus opportunity.Benefits and Perks,401(k) plan with a 2% company contribution and 6% company match.Regular associates working 40 hours a week can earn up to 15 days of vacation each year.Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.WHAT YOU'LL DO:Strategic Support: Be the driving force behind our Sales team's success. Proactively manage quote activities, develop relationships with broker partners, and contribute to achieving ambitious sales goals.Proposal Excellence: Take charge of the proposal process. Receive and manage RFPs, prepare compelling proposals, and ensure timely responses. Your attention to detail will make our presentations stand out.Underwriting Expertise: Dive into life and long-term disability cases. From underwriting to quoting premium rates, you'll be a pivotal part of the sales process, ensuring accuracy and appropriateness.Smooth Implementation: Your role doesn't end with the sale. Coordinate the installation process, partnering with various stakeholders to ensure seamless transitions. Your dedication ensures accuracy in paperwork and client satisfaction.Industry Insight: Stay ahead of the curve. Keep abreast of industry trends, product knowledge, and ensure compliance with State Insurance Department regulations. Your expertise will be crucial in maintaining our reputation for excellence.WHAT YOU’LL BRING:Exceptional Communication: Your ability to communicate effectively, both verbally and in writing, will be a cornerstone of your success. Foster positive interactions and build lasting client relations.Tech Savvy: Proficient in Excel, Word, and various software systems, your tech-savvy skills will elevate your efficiency. Typing, spelling, and grammar skills are second nature to you.Learn and Grow: Be ready to embark on a journey of learning and growth. Understand the nuances of the proposal process, dive into the insurance industry, and master the art of building client relations.You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.Ability to work at our home office located in Addison, TX.We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!If you have questions about your application or the hiring process, email our Talent Acquisition area at . Please allow at least one week from time of applying if you are checking on the status.#mutualofomaha Need help Email UsApply Now Great place to workTogether we achieve greatness. Not only is this a core value, but it’s also representative of the kind of place we are built by the strength and integrity of our employees. It’s why we’re named a “Great Place to Work”.See All AwardsAn inclusive cultureSurround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co-workers.Discover Our Culture Related Job OpeningsClient Service Associate - Atlanta, GA Georgia | 503144 Sr Clinical Nurse Consultant - Remote Remote | 503191 Senior Client Service Associate - Group Benefits - Remote Remote | 503193
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