Current jobs related to Financial Transaction Specialist - Dallas, Texas - Yoh, A Day & Zimmermann Company

  • Financial Transaction Specialist

    3 weeks ago

    Dallas, Texas, United States Engage Partners, Inc. Full time

    Financial Transaction SpecialistWe are seeking a highly skilled Financial Transaction Specialist to join our team at Engage Partners, Inc. in Dallas, TX.Responsibilities:Process all transactions related to requests for pro forma, bill edits, and bills, including narrative edits, time/cost transfers, hour and value adjustments, unbilled write-offs, and rate...

  • Financial Transaction Specialist

    3 weeks ago

    Dallas, Texas, United States Dallas Independent School District Full time

    Job SummaryWe are seeking a highly skilled Financial Transaction Specialist to join our team at the Dallas Independent School District. The successful candidate will be responsible for the processing of financial transactions and the management of financial records.Key ResponsibilitiesAudit and approve expense reimbursement requests and travel advances...

  • Financial Transaction Processor

    4 weeks ago

    Dallas, Texas, United States The LaSalle Group Full time

    Billing Specialist Job DescriptionLaSalle Network is partnering with a company in Dallas, TX to find a skilled Billing Specialist to join their team.This is an ideal position for someone looking to learn and grow within a strong work culture.The Billing Specialist will be responsible for accurately processing and documenting financial transactions,...

  • Financial Reporting Specialist

    3 weeks ago

    Dallas, Texas, United States MUFG Full time

    Financial Reporting SpecialistMUFG is seeking a highly motivated Financial Reporting Specialist to join our team. The successful candidate will be responsible for analyzing quarterly financial statements, recording and reconciling transactions in the investment accounting system, and assisting in the preparation of historical investment performance analysis...

  • Financial Operations Specialist

    3 weeks ago

    Dallas, Texas, United States Pegasus Recovery Solutions Full time

    Job DescriptionWe are seeking a highly skilled Financial Operations Specialist to join our team at Pegasus Recovery Solutions. The ideal candidate will have experience in accounting and bookkeeping, with a strong focus on financial management and analysis.The Financial Operations Specialist will be responsible for managing incoming payments and outgoing...

  • Financial Operations Specialist

    4 weeks ago

    Dallas, Texas, United States North America Cabinetry Group, Inc. Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at North America Cabinetry Group, Inc. This role will be responsible for managing the financial operations of the company, including accounting, financial reporting, and compliance.Key ResponsibilitiesCollaborate with customer service to collect and process payments...

  • Transaction Processing Specialist

    2 weeks ago

    Dallas, Texas, United States Deluxe Corporation Full time

    Job Summary:The Transaction Processing Specialist II position is responsible for performing complex sorting and decisioning of non-standard or rejected transactions. This role focuses on day-to-day functions of reject decisioning/processing, including pulling rejected transactions from all processing areas using reports and processing audit trails with...

  • Associate - Transaction Advisory/Financial Due Diligence Specialist

    4 weeks ago

    Dallas, Texas, United States Alvarez & Marsal Full time

    About Alvarez & MarsalAlvarez & Marsal (A&M) is a leading global professional services firm that provides advisory, business performance improvement, and turnaround management services. With over 9,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms, and government agencies facing complex...

  • EDI Transaction Specialist

    2 weeks ago

    Dallas, Texas, United States BizTech Staffing Full time

    Job Title: Electronic Data Interchange SpecialistAbout the Role:We are seeking a skilled EDI Specialist to support, develop, and implement EDI transactions across multiple systems and platforms. This role will focus on ensuring seamless, accurate, and secure data exchanges between our organization and our trading partners.Key Responsibilities:Design,...

  • Financial Operations Specialist

    3 weeks ago

    Dallas, Texas, United States North America Cabinetry Group, Inc. Full time

    Job DescriptionFinancial Operations Specialist for North America Cabinetry Group, Inc.Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team. The successful candidate will be responsible for managing financial data, preparing financial reports, and ensuring the accuracy of financial transactions.Key...

  • Financial Services Associate

    3 weeks ago

    Dallas, Texas, United States Howell Financial Group Full time

    About Us:Howell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position Overview:We are seeking a detail-oriented and...

  • Financial Services Professional

    3 weeks ago

    Dallas, Texas, United States Howell Financial Group Full time

    About UsHowell Financial Group is a leading financial services firm dedicated to delivering personalized solutions for individuals, families, and businesses. Our team is committed to providing exceptional service and customized financial strategies to help our clients achieve their financial goals.Position OverviewWe are seeking a motivated and...

  • Transaction Manager

    3 weeks ago

    Dallas, Texas, United States Savills North America Full time

    About Savills North AmericaWe help organizations find solutions to ensure employee success. Our integrated teams of consultants and brokers are experts in better real estate. With services in tenant representation, capital markets, project management, workforce/incentives, and workplace strategy/occupant experience, we've boosted the potential of workplaces...

  • Financial Investment Specialist

    2 weeks ago

    Dallas, Texas, United States Stronghold Investment Management Full time

    Stronghold Investment Management OverviewAt Stronghold Investment Management, we are a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Our goal is to deliver best-in-class risk-adjusted returns through an investment framework that features rapid transaction velocity, deep technical expertise,...

  • Escrow Assistant

    3 weeks ago

    Dallas, Texas, United States Fidelity National Financial Full time

    Job Summary:We are seeking a highly organized and detail-oriented Escrow Assistant to support our team in ensuring smooth and efficient transactions. As an Escrow Assistant, you will play a pivotal role in preparing and organizing escrow files, clearing titles, and coordinating closings.Key Responsibilities:Administrative Support: Assist in preparing and...

  • Corporate Transaction Specialist

    4 weeks ago

    Dallas, Texas, United States Beacon Hill Full time

    Corporate Paralegal OpportunityBeacon Hill Legal is seeking a skilled and motivated Corporate Paralegal to join our team. As a key member of our corporate transaction team, you will support multiple attorneys with general corporate work, mergers and acquisitions, commercial lending, and commercial real estate closings.Key Responsibilities:Support attorneys...

  • Senior Transaction Manager

    2 weeks ago

    Dallas, Texas, United States Mohr Partners Full time

    Job OverviewMohr Partners Inc. is seeking a highly skilled Senior Transaction Manager to join our corporate team. As a key member of our team, you will be responsible for coordinating resources, executing leases, leading site acquisition, and implementing dispositions on behalf of our corporate clients.The ideal candidate will have a minimum of 4-5 years of...

  • Transaction Advisory Services Director

    4 weeks ago

    Dallas, Texas, United States Weaver Full time

    Transaction Advisory Services ManagerWeaver is seeking a highly skilled Transaction Advisory Services Manager to join our team. As a key member of our Transaction Advisory Services team, you will be responsible for assisting in the strategic development and execution of transaction structures, including financial due diligence.Key Responsibilities:Assist in...

  • Transaction Advisory Services Director

    3 weeks ago

    Dallas, Texas, United States Weaver Full time

    Transaction Advisory Services ManagerWeaver is seeking a highly skilled Transaction Advisory Services Manager to join our team. As a key member of our Transaction Advisory Services team, you will be responsible for assisting in the strategic development and execution of transaction structures, including financial due diligence.Key Responsibilities:Assist in...

  • Senior Transaction Advisory Manager

    4 weeks ago

    Dallas, Texas, United States Andersen Full time

    About the RoleWe are seeking a highly experienced Manager to join our Transaction Advisory team at Andersen. As a key member of our M&A services practice, you will play a pivotal role in advising clients on financial and operational aspects of targets being acquired or sold.Key ResponsibilitiesConduct financial due diligence by analyzing target companies'...

Financial Transaction Specialist

2 months ago

Dallas, Texas, United States Yoh, A Day & Zimmermann Company Full time

**Job Summary**

Yoh, A Day & Zimmermann Company is seeking a highly detail-oriented professional to fill the role of Custodian Research and Reporting Business Analyst. This 6-month contract position will be based in a hybrid work environment in Irving, Texas.

**Key Responsibilities:**

  • Investigate and resolve issues related to pledging, settlement, quantity positions, cash transactions, and reporting.
  • Communicate with custodians regarding identified issues and track progress until resolution.
  • Provide regular updates to management on the status of custodian-related issues.
  • Develop and outline effective solutions for tracking member inquiries.

**Required Skills:**

  • Strong understanding of custodial processes and regulations.
  • Ability to manage multiple projects efficiently and meet deadlines.
  • Strong analytical skills with a focus on identifying and solving complex problems.
  • Experience with Power BI and SQL for data analysis and reporting.

**What We Offer:**

  • A great hourly rate and a terrific work environment.

**About Yoh, A Day & Zimmermann Company:**

We are a leading staffing and recruitment agency providing innovative solutions to our clients. Our team is dedicated to delivering exceptional service and supporting our clients' business goals.