Senior Financial Relationship Manager
3 weeks ago
- Inbound Inquiries: Field and respond to inquiries from CPAs, RIAs, financial advisors, and individual clients, providing timely and accurate information.
- Onboarding New Partners: Manage the onboarding process for new partners, ensuring a seamless transition and integration into our systems and processes.
- Client Engagement: Speak directly with clients and their teams to discuss tax savings strategies, offering personalized solutions and support.
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Senior Financial Model Designer
16 hours ago
Austin, Texas, United States Oscar Insurance Full timeFinancial Modeling Expertise\As Senior Financial Model Designer at Oscar Insurance, you will be responsible for designing and developing financial and economic models that support business growth. Your expertise will drive the development of authorization strategies that optimize financial performance.\Key Responsibilities\\Design and develop financial and...
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Financial Services Manager
4 days ago
Austin, Texas, United States PNC Financial Services Group Full timeThe Financial Services Manager at PNC Financial Services Group is responsible for leading a team of relationship managers to deliver exceptional service to our clients and drive business growth.About the TeamThis is an exciting opportunity to work in a collaborative environment where you will have the chance to develop your leadership skills and expertise in...
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Sales Account Relationship Manager
6 days ago
Austin, Texas, United States Spieldenner Financial Group Full timeAbout UsSpieldenner Financial Group is a leading provider of mortgage protection solutions, dedicated to empowering individuals and families to protect their financial well-being.As a team member, you will be part of a dynamic and supportive environment that fosters growth, innovation, and excellence.Job DescriptionThis role involves building and maintaining...
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Senior Financial Manager
3 days ago
Austin, Texas, United States Omada Search Full timeAbout Our Client:Our client is a leader in providing innovative solutions to the automotive component manufacturing sector.Job Overview:The Senior Financial Manager - Manufacturing will lead the financial operations team, ensuring alignment between financial strategy and operational execution. This role requires a strong understanding of manufacturing...
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Senior Client Relationship Manager
3 weeks ago
Austin, Texas, United States Hank Gerdes - State Farm Agent Full timeJob OverviewWe are seeking a highly skilled and motivated Senior Client Relationship Manager to join our team at Hank Gerdes - State Farm Agent. In this role, you will be responsible for establishing and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesDevelop and implement effective client...
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Senior Financial Manager
3 weeks ago
Austin, Texas, United States Bay Equity Full timeAbout Bay EquityBay Equity LLC is a direct mortgage lender seeking a highly skilled Senior Financial Manager to join our Finance team. This position will report to the VP of Finance and be responsible for overseeing all corporate accounting functions.Job SummaryThis individual will be a hands-on financial leader with a strong accounting background, managing...
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Senior Financial Operations Manager
18 hours ago
Austin, Texas, United States PGM of Texas, LLC Full timeJob OverviewWe are seeking a highly skilled Senior Accountant to oversee our financial operations, ensuring accuracy and compliance with accounting standards.As a Senior Accountant, you will play a key role in financial reporting, analysis, and budgeting.Key Responsibilities:Prepare and examine accounting records, financial statements, taxes, and other...
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Head of Wealth Management Relationships
6 days ago
Austin, Texas, United States Mohr Talent Full timeJoin Our TeamWe are seeking a highly motivated and experienced Director of Strategic Partnerships to join our team at Mohr Talent. As a member of our team, you will have the opportunity to work closely with wealth management and RIA firms, drive growth, and help them thrive.Main ResponsibilitiesBuild Strong Relationships: Act as the main point of contact for...
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Senior Financial Manager
21 hours ago
Austin, Texas, United States University of Texas at Austin Full timeFinancial Analysis and Reporting">You will conduct detailed financial analysis, including variance analysis, trend analysis, and forecasting. Additionally, you will review and analyze budget variances against plans and forecasts to aid senior leadership in programmatic and business decisions.
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Senior Financial Planning Consultant
3 days ago
Austin, Texas, United States Strategic Wealth Designers Full timeJob OverviewWe are looking for a highly skilled Senior Financial Planning Consultant to join our team at Strategic Wealth Designers. In this role, you will be responsible for providing expert advice to clients on retirement planning, investment management, and insurance services. You will also have the opportunity to build and maintain relationships with...
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Senior Partnership Development Manager
3 days ago
Austin, Texas, United States Mohr Talent Full timeWe are seeking a highly skilled Senior Partnership Development Manager to join our team at Mohr Talent. This individual will be responsible for developing and executing strategic partnerships with wealth management firms and Registered Investment Advisors (RIAs), driving growth, and ensuring operational success.The ideal candidate will possess a...
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Senior Financial Administrator
3 weeks ago
Austin, Texas, United States Creative Financial Staffing Full timeAt Creative Financial Staffing, we are seeking a skilled Bookkeeper to join our dynamic team in Austin. In this pivotal role, you will be responsible for maintaining accurate and detailed financial records while assisting with various accounting functions.You will handle daily financial transactions with precision and manage the posting process efficiently....
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Senior Business Development Manager
3 days ago
Austin, Texas, United States PNC Financial Services Group Full timePosition OverviewPNC Financial Services Group is committed to delivering exceptional customer experiences and building long-term relationships with our clients. As a Relationship Manager II - C&IB within our Commercial Banking organization, you will play a vital role in fostering these connections.This position requires a strong ability to identify and...
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Senior Financial Analyst
3 weeks ago
Austin, Texas, United States PGM of Texas, LLC Full timeAbout the RoleWe are seeking a highly skilled Senior Accountant to join our team at PGM of Texas, LLC. As a Senior Accountant, you will play a key role in ensuring the accuracy and integrity of our financial operations.Your responsibilities will include preparing and examining accounting records, financial statements, and taxes. You will also develop and...
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Financial Analysis Manager
13 hours ago
Austin, Texas, United States SNI Financial Full timeJob Details">JOB PURPOSE: Responsible for conducting thorough credit analyses to ensure the quality of loan packages. Prepares complete loan packages independently, completes all documents, including projections, prepares analyses and makes appropriate recommendations.DUTIES AND RESPONSIBILITIES:Analyzes financial statements to identify strengths and...
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Relationship Manager
3 weeks ago
Austin, Texas, United States Mobile Loaves & Fishes Full timeAbout the RoleMobile Loaves & Fishes seeks a seasoned professional to fill the position of Relationship Officer, responsible for cultivating and stewarding major donors. This is a full-time exempt position reporting to the Senior Relationship Officer.The ideal candidate will have excellent communication skills, a deep understanding of development operations,...
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Senior Financial Analyst
2 days ago
Austin, Texas, United States Auctane Full timeAbout the TeamAuctane's Finance & Accounting team drives strategic and financial decision-making processes across the company. We partner with senior management and business unit leaders to analyze and drive long-term business performance. As a key member of this team, you will be responsible for maintaining accurate financial reporting, analyzing complex...
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Senior Financial Strategist
24 hours ago
Austin, Texas, United States Workday Full timeCompany OverviewAbout WorkdayAt Workday, we're driven by a passion for putting our people first. Our culture is built on the value of employee-centricity, and we believe that a healthy balance between work and life is essential for success. We're committed to creating a workplace where everyone feels valued, supported, and empowered to shine.We're not just a...
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Financial Manager
3 weeks ago
Austin, Texas, United States The Tusset Group Full timeJob OverviewWe are seeking a highly experienced Financial Manager to join our team at The Tusset Group. This is an excellent opportunity for a seasoned accounting professional to lead our financial operations and contribute to our company's continued growth and success.The ideal candidate will have a minimum of 10 years' experience in senior-level accounting...
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Senior Project Manager Leader
3 days ago
Austin, Texas, United States MKL Careers Full timeAbout the RoleThe Executive Vice President of Operations will be responsible for overseeing multiple commercial construction projects in the Austin, TX area. This senior leadership role requires a proven ability to manage teams, develop client relationships, and deliver complex projects on time and within budget.Responsibilities:Operational Excellence:Ensure...