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Plano

450 đź’Ľ Finance and Insurance Jobs / Employment in Plano, TX

Sr. Financial Analyst, Systems Projects

newabout 14 hours ago
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AVA Consulting is seeking a Sr. Financial Analyst, Systems Projects Location Plano, TX U.S. Citizens and those authorized to work in the U.S. are encouraged to apply. We are unable to sponsor at this time. Company Background Our client, a major employer in the area, is looking for a Sr. Financial Analyst, Systems Projects to be part of its Financial team in its North American operations Position Summary Currently to support the IFRS project, replacing an existing contingent worker who was released. CW will work on HEPM and downstream systems and processes work streams as we perform system testing, modify HFM reports, and excel spreadsheets which pull data from HFM to generate our financial reporting information. Will also include developing solutions for new data requirements What are the key objectives for this resource (project summary)? Modifying spreadsheets for new system and Chart of Account changes Testing HFR report modifications for new system and Chart of Account changes System testing, data validation Leveraging systems and data for financial reporting deliverables Oversee project tracking spreadsheets with large amounts of data, ensuring integrity of data and reports generated, support Other Project Team support as needed Other Accounting Tax team support as needed Licenses or Certifications CPA with current accounting experience Candidate will have between 3 and 5 years with a Big 4 public accounting firm (or other professional service firms) Specific experience in the areas of month end close and accounting processes, and Financial Reporting requirements, processes and deliverables A strong working knowledge of Microsoft Excel, PowerPoint andor AccessVBA (or other equivalent database software) Strong Excel skills, including file and data validations, and complex formula building ndash Must be very good with Excel and data ndash validated it, find trendspatterns Kaizen or business process improvement expertise Attention to detail is required along with the ability to work in challenging environments Adaptability - willingness to learn new products and processes and work on multiple types of project concurrently Ability to serve as an advocate for customer's business objectives i.e. be an advocate for the business by working in partnership to deliver business decisions which will positively affect the future profitability of the Company Ability to work with customers to conceptualize needs and to develop and implement solutions Ability to drive change by clarifying objectives, identifying and managing resistance to change, and serving as a role model for new behaviors Ability to work with ambiguous or changing work situations, tasks, assignments Self-starter who works independently to move tasks forward while continuously obtaining group consensus A high degree of organization skills with the ability to work in a deadline driven environment The ability to effectively and efficiently set priorities according to customersupervisor criteria The ability to successfully execute short-term activities without impeding progress on longer-term activities Excellent communication skills Strong data analytics skill. Working knowledge of HFM General understanding of how financial systems work, ability to leverage financial system to generate reporting outcomes. An understanding of system implementation projects Requirements Education Four-Year College Degree (BA or BS) Business degree in AccountingFinance 5-10 (8 is sweet spot) years of relevant work experience (in similar field andor industry) NOTE - Interested Candidates can apply by sending their Updated Resume and Contact Details. Ron Tolson AVA Consulting Phone (214) 575-8880 Fax 214975.8898 Web httpwww.avaconsulting.com

jobs byAdzuna

IT Auditor

newabout 15 hours ago
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IT Auditor Position available immediately with a leading auto finance client in Plano, TX for an IT Auditor to assist in updating SOX documentation. The selected IT Auditor will prepare planning memo in order provide final documentation on audit cycle risk assessment, scope, allocation, logistics and resource allocation. They will conduct in person interviews with clients at all levels of the organization to construct process mapsnarratives of the individual business processes. Required Skills Experience with SOX, SSAE 16 and SOC 2 Experience documenting and assessing controls for SDLC, SOX and ITGC. Ability to audit for data privacy and cyber security Plus Skills (not required) CISA, CPA andor CIA certifications Big 4 IT auditing experience highly preferred Send resumes to Rebecca Eldridge at RebeccaOdysseyIS.com for immediate consideration Connect on LinkedIn www.linkedin.cominrleldridge httpwww.linkedin.cominrleldridge . US Citizens, Green Card Holders and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1B candidates. Odyssey does not work with third-party or subcontracting firms.

jobs byAdzuna

CW Accounting Credit Loss Specialist

newabout 17 hours ago
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Job Description TITLE: CW Accounting Project & Expected Credit Loss Specialist START: ASAP END DATE: 8/31/2019 with possibility of extension Location: Plano, TX Position Summary: Reason for contingent headcount? Additional resources required for Project Opening Balance Sheet and Project parallel run What is the project(s) name? Project Summary: Take ownership of the Project reporting process and assist in preparation of opening balance sheet package. Including: Preparation of opening balance sheet adjustments and recurring journal entries Preparation of interoffice reporting package Liaise with various departments to complete an end-to-end reconciliation to ensure data inputs and outputs to ECL calculation software are accurate and complete Perform detailed trend and ratio analysis to identify any significant and/or unusual movements. Work with business owners of various departments to resolve differences Perform all quarter-end reporting procedures and ensure documentation is in compliance with process narratives and SOX controls Prepare reporting checklist Interact with the SOX team to identify any enhancement to the design or procedures of controls Assist with the preparation of Project-compliant opening balance sheet reporting package What specific Client departments will they interact with? Accounting (primary), plus interaction Risk, BI, BTS, and KPMG consultants How long is this project (please be specific)? Until August 2019 What phase is the project currently in? Parallel Run Requirements: Requirements: Must Haves: CPA (inactive ok) Big 4 experience or close alternative (regional or national public accounting firms okay) 5-10 years of experience from a large industry/company (financial services preferred, but not required) BS/BA degree MS Office proficiency Ability to write clear and concise memos Ability to read authoritative guidance and make independent conclusions on best approach Ability to design procedures and controls related to new Accounting standards Someone who has gone thru implementation of new Accounting standards Strong Accounting background and knowledge of Accounting standards Ability to communicate across the organization and manage multiple projects/priorities Experience working with upper management and management committee. High attention to detail Ability to thrive in a fast-paced Ability to work with tight deadlines Confident in their work and recommendations Ideal would be someone with several years of senior experience outside of Audit Preferred/ Nice-to-haves: Project experience Industry experience Project management experience Process improvement/change management experience Company Description: TalentBurst is an award winning IT, Accounting & Finance staffing firm headquartered in Boston with offices in San Francisco, Miami, Milwaukee, Toronto, Bangalore, and Gurgaon. Our clients include the leading social media, technology, banks, utilities, pharmaceutical, and biotech companies. We work with 75 of the Fortune 500 companies. Our recruiting team is one of the most successful in the industry and has a strong reputation for treating our employees well and helping you find your next dream project. Benefits At TalentBurst, one of our founding principles has been to provide our employees with the best benefits available. Benefits we have available include: • Health, Dental, and Vision Plan • 401(k) Plan • Life Insurance • Immigration assistance • Credit Union Membership • Direct Deposit • Vacation pay (only for FTEs)

jobs byAdzuna

Centralized Sales Lending Officer – Plano, TX – Spanish Required - Bank of America

newabout 18 hours ago
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Job Description:At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading Consumer Lending team at Bank of America and Merrill Lynch. We’re looking for people with focus and drive – people who take the time to get to know clients, engage with them to understand what’s important to them, and provide the lending solutions, service and expertise they need to achieve their financial goals.As part of the Bank of America team, centralized sales lending officers (CSLOs) have access to industry leading products and services, award-winning platforms and a team of dedicated loan coordinators and underwriters – all designed to meet the unique life priorities of our clients. CSLOs work with new and existing Bank of America clients in our contact centers. They uncover client needs and match them to lending solutions and companion products - all as part of one team that delivers exceptional client care.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.We’ll help you• Get training and one-on-one coaching from managers who are invested in your success. You’ll take part in additional training and development through our Academy to develop in your role.• Provide end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities, analyzing financial and credit data, and determining client financing objectives.• Stay informed on changing market conditions, business trends and regulatory requirements by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements. • Demonstrate a commitment to professional ethics, as well as conforming to all federal and state compliance policies, and adhering to Home Mortgage Disclosure Act (HMDA) requirements.As a centralized sales lending officer, you can look forward to• Providing exceptional client care with industry-leading products, services, education and a dedicated team of loan coordinators and underwriters.• Ongoing professional development to deepen your skills as the industry evolves and changes. • Using multiple system applications to navigate enterprise products and recommend solutions sourced via inbound and outbound sales leads.• Skillfully crafting lending solutions with companion products and pricing that result in client sales while maintaining a high level of delight.• A world-class suite of employee benefits.You’re a person who (required skills)• Has 1 year sales contact center experience.• Has a strong relationship-deepening and client care mentality.• Has a strong knowledge of loan products (conventional, jumbo and government).• Has an ability to assess client needs and suggest/promote alternative products or services.• Is proficient in all platform systems used within the environment and/or aptitude in system technologies.• Has an ability to work under pressure during high volumes.• Has an ability to build and maintain positive rapport with service partners.• Can prioritize multiple competing tasks.• Has adaptability and is flexible to change.• Is a strong communicator, verbally, non-verbally and in writing.• Demonstrates solid sales production over a sustained time frame.• Has an ability to handle multiple lines of business and models to support changing business needs.• Independently works with other business partners to expedite post-sale issues or problem resolution.You’ll be better prepared if you have (desired skills)• Familiarity with FHA and HUD guidelines.• Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending.• The ability to analyze and comprehend complex financial data and provide financial alternatives.• Strong consultative skills including the ability to ask critical questions to identify opportunities.We’re a culture that• Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.• Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.• Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.• Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.• Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.Shift:1st shift (United States of America)Hours Per Week: 40

Bank Credit Risk Analyst Senior - Plano

new1 day ago
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Purpose of JobWe are currently seeking talented Bank Credit Risk Analyst Senior for our San Antonio, TX, Plano, TX, Phoenix, AZ facility or Remote.Develops, proposes and delivers credit risk strategies for consumer lending portfolios to optimize profitable growth within risk appetite. Owns operational and compliance risk inherent in credit strategy. Tracks and monitors credit strategy performance as well as external factors impacting the credit risk exposure for bank portfolio products within the risk taxonomy.Job RequirementsFollows written risk and compliance policies and procedures for business activities.Recognizes risks associated with business activities and aligns with leadership to ensure identified risks are measured, monitored, and controlled.Identifies and manages existing and emerging risks that stem from business activities and the job role.Acquires and applies advanced knowledge of the business, its products, and processes.Synthesizes analyses, identifies root causes, and develops and recommends key work products.Recognizes appropriate credit risk strategies to be developed and implemented.Guides team members in the development and delivery of their work products.Assembles key participants and guides and facilitates teams in the development and implementation of key initiatives.Develops detailed analysis, utilizing sophisticated analytical and financial modeling and statistical techniques to predict, evaluate and manage the credit risk across various loan portfolios according to operational risk and compliance standards.Performs credit risk assessments and recognizes appropriate credit risk strategies to be developed and implemented.Engages with bank leaders to ensure that credit risk policies are aligned with the continually changing credit environment and maintains dialogue with other stakeholders such as Risk and Compliance. Minimum RequirementsBachelor s Degree or 4 additional years of related experience beyond the minimum required6 or more years credit risk experience in the financial services industry. Advanced knowledge of Microsoft Office products, particularly Excel and applicable databasesAdvanced knowledge of data analysis tools including skills to develop analysis queries and procedures in SQL, SAS, or other business intelligence and analysis software applications for data segmentation, aggregation, and statistics (E.g. SPS or Visual Basic)*Qualifications may warrant placement in a different job level.*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred 4 years credit risk experience within credit card OR consumer lendingLarge, complex bank/financial institution experienceExperience with R, Python and/or other programming toolsRelevant finance, product and/or P&L experienceExperience communicating and presenting complex concepts to executive leadershipThe above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.Relocation assistance is available for this position.For Internal Candidates:Must complete 12 months in current position (from date of hire or date of placement), or must have manager s approval prior to posting.Last day for internal candidatesto apply to the opening is 03/11/19 by 11:59 pm CST time. Associated topics: analysis, analyze, business, consult, financial analyst, forecasting, investment banking, investment fund, law, market

Director, Bank Credit Risk

new1 day ago
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Purpose of JobWe are currently seeking talented Director, Bank Credit Risk for our San Antonio, TX, Plano, TX or Phoenix, AZ facility.Manages a team of credit risk staff who are responsible for credit risk management and analysis. Leads the development and delivery of credit risk strategies for consumer lending portfolios to optimize profitable growth within risk appetite. detailed analysis, utilizing sophisticated analytical and financial modeling and statistical techniques to predict, evaluate and manage the credit risk across various loan portfolios. Assesses lending product/portfolio performance specific to credit loss and financial elements. Provides guidance on product performance, profitability and potential loss.Job RequirementsEnsures adherence to written risk and compliance policies and procedures for business activities.Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.Identifies and manages existing and emerging risks that stem from business activities and the job role.Applies highly complex mathematical modeling and forecasting techniques to solve business problems for optimal solutions.Provides subject matter expertise on all matters of credit risk management and analysis.Works directly with executive management, Marketing and team members to develop, implement and validate products, programs and portfolio management strategies to minimize credit risk in loan products while optimizing financial returns.Works with all lines of business including Finance and Marketing to develop new products and product offers to manage and appropriately price the credit risk of the Bank and support financial objectives.Develops, delivers, and implements credit policy to support corporate risk and revenue growth objectives.Engages with bank leaders to ensure that credit risk policies are aligned with the continually changing credit environment and maintains dialogue with other stakeholders such as Risk and Compliance. Maintains knowledge of regulatory environment and ensures compliance. Manages risk issues and provides strategies for mitigation to minimize business impact. Manages third party vendor relationships, ensuring consistent, efficient delivery of high value, high performance products and services.Demonstrates strong leadership, motivational and interpersonal skills and models these qualities to employees, peers and upper management. Builds and manages a high performing team of supervision professionals through recruitment, training, coaching, performance management and related managerial activities.Minimum RequirementsBachelor's Degree or 4 additional years of related experience beyond the minimum required8 or more years credit risk experience in the financial services industry3 or more years of direct team lead, or management experience *Qualifications may warrant placement in a different job level.*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred 6 years credit risk experience within credit card OR consumer lending3 years of direct people management experienceLarge, complex bank/financial institution experienceRelevant finance, product and/or P&L experienceExperience communicating and presenting complex concepts to executive leadership***Selected candidates will attend and complete the Management Development School program in San Antonio, TX, during their first six months in position.***The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.Relocation assistance is available for this position.For Internal Candidates:Must complete 12 months in current position (from date of hire or date of placement), or must have manager s approval prior to posting.Last day for internal candidatesto apply to the opening is 03/11/19 by 11:59 pm CST time. Associated topics: actuarial, actuarial analyst, actuarial assistant, actuarial consultant, actuary, associate actuary, life actuary, mathmatics, risk, statistics

Risk Analyst Lead - Special Projects

new1 day ago
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Purpose of JobWe are currently seeking talented Risk Analyst Lead for our San Antonio, TX, Tampa, FL, Plano, TX, Phoenix, AZ facility or Remote.Provides risk management support for a line of business or staff agency in key risk identification, measurement and aggregation, and the understanding and management of risk through appropriate practices and processes. Assesses and mitigates enterprise and business exposures through the identification of key and emerging risks and evaluates alignment with risk strategy and appetite. Monitors the risk and control environment to ensure that exposures are kept at acceptable levels and may consult on risk mitigation plans. Leads and executes complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and/or expert knowledge of core business discipline(s), products and processes.Job RequirementsIdentifies and seeks key stakeholders across the enterprise to support the identification, assessment, aggregation and the overall management of risks and controls.Presents findings and recommendations to various levels of leadership.Routinely communicates results of risk assessments to governance committees, business process owners and various levels of leadership and influences decision making.Develops process and procedures for successful implementation of new risk policies, practices, appetites and solutions to ensure holistic understanding and management of risks according to industry best practice.Develops strategies, tools, and methodologies to measure, monitor, and report risks.Applies expert knowledge to utilize or produce analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.Leads, assembles and facilitates cross-functional teams to identify, assess, aggregate and mitigate current and emerging risk events.Serves as the point of contact for senior risk leadership on projects and special management requests that often impact the enterprise or core operating area.Formulates and reviews stress test plans for a line of business or the enterprise.Evaluates results, and frames contingency plans in partnership with key business stakeholders.Crafts key communications to be delivered to executives and board members.Minimum RequirementsBachelor's degree in Risk Management, Business, Finance, or a related field required. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.8 or more years of risk management or 8 years operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area Or advanced degree or designation in a quantitative discipline relevant to risk management and 6 or more years relevant risk management work experience Or PhD in a quantitative discipline and up to 4 years relevant risk management work experience.Successful completion of a job-related assessment may be required.*Qualifications may warrant placement in a different job level.*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.PreferredLeading cross-functional efforts across business linesExecutive presence and ability to communicate, advise, and influence senior leadershipExcellent communication skills both oral and writtenProject management - multiple projects/priorities and drive each to completionExperience in risk reporting and MISAdvanced knowledge and experience with risk management processes, techniques and toolsThe above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.Relocation assistance is available for this position.For Internal Candidates:Must complete 12 months in current position (from date of hire or date of placement), or must have manager s approval prior to posting.Last day for internal candidatesto apply to the opening is 02/05/19 by 11:59 pm CST time.

Risk Analyst Lead - Bank & Insurance Operations - Plano

new1 day ago
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Purpose of JobWe are currently seeking talented Risk Analyst Lead - Bank & Insurance Operations for our San Antonio, TX, Tampa, FL or Plano, TX facility.Provides risk management support for a line of business or staff agency in key risk identification, measurement and aggregation, and the understanding and management of risk through appropriate practices and processes. Assesses and mitigates enterprise and business exposures through the identification of key and emerging risks and evaluates alignment with risk strategy and appetite. Monitors the risk and control environment to ensure that exposures are kept at acceptable levels and may consult on risk mitigation plans. Leads and executes complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and/or expert knowledge of core business discipline(s), products and processes.Job RequirementsIdentifies and seeks key stakeholders across the enterprise to support the identification, assessment, aggregation and the overall management of risks and controls.Presents findings and recommendations to various levels of leadership.Routinely communicates results of risk assessments to governance committees, business process owners and various levels of leadership and influences decision making.Develops process and procedures for successful implementation of new risk policies, practices, appetites and solutions to ensure holistic understanding and management of risks according to industry best practice.Develops strategies, tools, and methodologies to measure, monitor, and report risks.Applies expert knowledge to utilize or produce analytical material for discussions with cross functional teams to understand business objectives and influence solution strategies.Leads, assembles and facilitates cross-functional teams to identify, assess, aggregate and mitigate current and emerging risk events.Serves as the point of contact for senior risk leadership on projects and special management requests that often impact the enterprise or core operating area.Formulates and reviews stress test plans for a line of business or the enterprise.Evaluates results, and frames contingency plans in partnership with key business stakeholders.Crafts key communications to be delivered to executives and board members.Minimum RequirementsBachelor's degree in Risk Management, Business, Finance, or a related field required. 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.8 or more years of risk management or 8 years operations experience in a relevant functional area to include banking, insurance, financial services, audit, project management, public accounting or other related operational area Or advanced degree or designation in a quantitative discipline relevant to risk management and 6 or more years relevant risk management work experience Or PhD in a quantitative discipline and up to 4 years relevant risk management work experience.Successful completion of a job-related assessment may be required.*Qualifications may warrant placement in a different job level.*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred8 or more years experience at a large financial institution executing an enterprise-wide operational risk management program that adheres to regulatory requirements and expectationsDeep business acumen in the areas of operational risk, bank and insurance operations, industry practices and emerging trendsIn-depth knowledge of consumer financial and insurance products including: credit cards; auto, real estate and consumer unsecured lending; deposits; auto, property and life insurance; and, contact / call center operationsProven ability to effectively assess process, risk and controls, identify emerging risks and issues, analyze large bodies of risk data, and communicate results in a concise and comprehensive manner to multiple stakeholders across the organizationProven ability to communicate effectively across the 1st and 2nd Lines of Defense and build collaborative relationships.Strong verbal and written communication skillsThe above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.Relocation assistance is available for this position.For Internal Candidates:Must complete 12 months in current position (from date of hire or date of placement), or must have manager s approval prior to posting.Last day for internal candidatesto apply to the opening is 03/07/19 by 11:59 pm CST time. Associated topics: analysis, business analyst, business finance, consult, examiner, guidance, investment fund, market, monitor, valuation analyst

Bank Credit Risk Analyst Lead - Plano

new2 days ago
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Purpose of JobWe are currently seeking talented Bank Credit Risk Analyst Lead for our San Antonio, TX, Plano, TX, Phoenix, AZ facility or Remote.Develops detailed analysis, utilizing sophisticated analytical and financial modeling and statistical techniques to predict, evaluate and manage the credit risk across various loan portfolios. Assesses lending product/portfolio performance specific to credit loss and financial elements.Job RequirementsEnsures adherence to written risk and compliance policies and procedures for business activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.Identifies and manages existing and emerging risks that stem from business activities and the job role.Acquires and applies expert knowledge of the business, its products, and processes.Directs analyses, root cause identification, and development and recommendation of key work products to mitigate associated risk or leverage potential business advantages.Accountable for achieving business objectives and results; provides guidance to cross-functional team members to ensure goal achievement and team success.Recognizes and leads the development and implementation of appropriate credit risk strategies.Serves as a subject matter expert for product segmentation and credit loss activities.Develops detailed analysis, utilizing sophisticated analytical and financial modeling and statistical techniques to predict, evaluate and manage the credit risk across various loan portfolios according to operational risk and compliance standards.Assesses lending product/portfolio performance specific to credit loss and financial elements.Engages with bank leaders to ensure that credit risk policies are aligned with the continually changing credit environment and maintains dialogue with other stakeholders such as Risk and Compliance. Maintains knowledge of regulatory environment and ensures compliance. Manages risk issues and provides strategies for mitigation to minimize business impact. Provides coaching and guidance to less experienced team member while ensuring alignment to the organizational strategy.Minimum RequirementsBachelor's Degree or 4 additional years of related experience beyond the minimum required8 or more years credit risk experience in the financial services industryProven success in developing and communicating strategy and translating that strategy into tactics*Qualifications may warrant placement in a different job level.*When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not be able to change your responses.Preferred 6 years credit risk experience within credit card OR consumer lendingLarge, complex bank/financial institution experienceExperience with R, Python and/or other programming toolsRelevant finance, product and/or P&L experienceExperience communicating and presenting complex concepts to executive leadershipThe above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.At USAA our employees enjoy one of the best benefits packages in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals.USAA also offers a variety of on-site services and conveniences to help you manage your work and personal life, including seven cafeterias, two company stores and three fitness centers.Relocation assistance is available for this position.For Internal Candidates:Must complete 12 months in current position (from date of hire or date of placement), or must have manager s approval prior to posting.Last day for internal candidatesto apply to the opening is 03/11/19 by 11:59 pm CST time. Associated topics: analyst, business analyst, business finance, business systems analyst, consult, financial reporting analyst, forecasting, investment analyst, law, valuation analyst

AG35 - Accounting Clerk I

new3 days ago
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Please see the exciting opportunity with one of our best client company's in the Plano, TX area. This is a temp to hire opportunity, we are actively sourcing and interviewing candidates for this role. For consideration, please send your updated resume to Ryan.whitmankellyfinance.com Summary: Support Project Managers with all project accounting responsibilities which will help them to provide high quality, timely, and profitable technical services. Provide applicable reporting to Project Managers, Business Unit Managers, Contoller, and Credit & Collections Manager. Essential Duties and Responsibilities include the following. Other duties may be assigned. Complete invoicing, collect and present necessary backup, and ensure that invoice meets clients specifications, and assure delivery to the client. Understand the billing terms for each assigned client as specified in the applicable contract. Meet with Project Managers as needed to resolve any issues delaying the billing process. Review and provide weekly reports on Accounts Receivable. Participate in collections meetings by providing updates on aging receivables. Contact clients to resolve collection delays. Review and provide final month end reports on WIP (Work in process/Unbilled revenue), Maintain billing file to include signed proposal/contract, all invoices generated with copies of supporting technical reports. Secure Certificates of Insurance to send to clients as requested. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education/ Experience: Associates degree (preferred) in Accounting or Finance with 2 to 5 years of project accounting experience in a service based organization, or equivalent combination of education and experience. Ability to obtain and analyze data, and utilize to develop and implement processes to drive efficiency. Excellent communication skills with high level of English proficiency, both written and verbal. Strong planning and organizational skills. Strong math and analytical skills. Why Kelly ® ? With Kelly, accounting and finance professionals like you will have access to some of the world’s most respected companies—providing you with challenging, high-visibility projects that can transform your career. We work with 95 of the Fortune 100™ companies, and more than 3,000 finance and accounting hiring managers rely on us each year to access the best temporary and full-time talent: people like you. Let us help advance your career today. About Kelly Services ® As a workforce advocate for over 70 years, we are proud to directly employ nearly 500,000 people around the world and have a role in connecting thousands more with work through our global network of talent suppliers and partners. Revenue in 2017 was $5.4 billion. Visit kellyservices.com and connect with us on Facebook , LinkedIn and Twitter . Kelly Services is an equal opportunity employer including, but not limited to, Minorities, Females, Individuals with Disabilities, Protected Veterans, Sexual Orientation, Gender Identity and is committed to employing a diverse workforce. Equal Employment Opportunity is The Law.

jobs byAdzuna

Commercial Lines Client Manager

new3 days ago
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…Excellent salary and benefits package available for a qualified individual . Location: Plano , TX Job Summary: Independent Agency is looking for an experienced

jobs byJuju.com

VP, Corporate CISO

new4 days ago
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VP, Corporate CISO Date: Mar 8, 2019 Location:Plano, TX, US Company: NTT DATA Services Req ID: 39374 At NTT DATA Services, we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees are key factors in our company’s growth, market presence and our ability to help our clients stay a step ahead of the competition. By hiring the best people and helping them grow both professionally and personally, we ensure a bright future for NTT DATA Services and for the people who work here. NTT DATA Services currently seeks a VP, Corporate CISO to join our team in Plano, Texas (US-TX), United States (US). P

jobs byAdzuna

Private Wealth Banker III

new4 days ago
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BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states ? Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. The Private Wealth Banker III is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are higher in visibility and more complex in nature. Additional responsibilities include the delivery of Brokerage, Investment management, Trust and Insurance products to high net worth clients and businesses. Handles larger, more profitable customer relationships within the department. Provides subordinate officers with functional guidance. This position can be based in Dallas or Plano, TX PRINCIPLE DUTIES AND RESPONSIBILITIES: Monitors and manages existing credit relationships which includes note renewals, reviewing and detailed analysis of current financial statements and collateral valuations, credit analysis, cash flow analysis, delinquency reporting, documenting exceptions, and covenant monitoring; compiles reports necessary to monitor asset and credit quality and compliance with policy/regulation. Coordinates activity with Professional Services Group (PSG). Negotiates loan proposals; analyzes and evaluates credit requests and writes loan commitments with support from PSG; recommends appropriate credit grade; makes oral presentation to loan committee; implements approval or declination action. Develops new business through identifying and calling on existing or prospective customers; promotes and cross-sell Bank?s services; works with Bank operation areas to ensure that quality service is provided. Serves as relationship manager in delivery of products and services across departmental and divisional lines. Participates in community and professional activities in order to enhance Bank?s image and expand personal network of business contacts for development of new business. Ensures researching and curing collateral exceptions are performed and in compliance with lending policies and guidelines; contacts customers about past due accounts; decisions overdrafts and outgoing wires. ? KNOWLEDGE, SKILLS and ABILITIES: ? Extensive knowledge and understanding of commercial lending practices and loan documentation, and loan servicing requirements Advanced knowledge of accounting principles and practices Demonstrated capacity to sell products/services within the financial services industry Advanced understanding of credit underwriting, documentation, loan policy, and regulations Extensive knowledge of financial analysis including ratio and trend analysis and projections Specialized knowledge of client benefits offered by Brokerage, Investment Management, Trust and Insurance products and services Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations Good PC skills including knowledge of word processing and spreadsheet applications This level of knowledge is normally acquired through completion of a Bachelors Degree and 5-7 years experience in a lending, financial services environment or 11-13 years equivalent work experience. BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career Apply today and take the first step towards your next career opportunity BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status. Attention All Third Party Agencies, Headhunters, and Recruiters BOK Financial and its Subsidiaries will not accept candidate submission by unsolicited third parties through this site or any company email address. All unsolicited candidates presented to BOK Financial and its Subsidiaries will be considered the property of BOK Financial. BOK Financial and its Subsidiaries will not be responsible for any fees associated with unsolicited candidates, nor will a contractual relationship be formed by the submission. BOK Financial and its Subsidiaries are not obligated and will not under any circumstances pay any fees to said third parties submitting candidates in this manner. BOK Financial and its Subsidiaries only forms contracts with recruiters with whom we have an established business relationship and with whom we have in place a signed agreement. All contact with BOK Financial and its Subsidiaries from third parties must be through our Human Resources Department. Any contact made outside of the BOK Financial Human Resources Department by a third party will cancel any future business relationships between the third party and BOK Financial. Please contact recruiting_coordinatorsbokf.com with any questions. SF-IND SF-GD Company Description: At BOK Financial, we’re proud to trace our roots to a small energy bank founded in Tulsa, Oklahoma over 100 years ago during an oil boom. Today, as a top 25 U.S.-based bank with more than $30 billion in assets, BOK Financial has successfully diversified into a variety of industries, businesses and geographies throughout the U.S. We have banking operations in eleven states, with services throughout the nation, and a full-service brokerage firm, BOK Financial Securities, Inc., which has become one of the largest municipal bond underwriters in the country. Our wealth management division also continues to grow, offering a full suite of services to individuals and institutions nationwide. Our focus each day is on meeting the needs of our clients by bringing the right people, services or solutions to the table. We continue to offer the personal touch of the neighborhood bank, with the breadth of experience, resources and products you expect from a regional powerhouse. We know the challenges our clients face because we’ve faced the same highs and lows over the past 100 years. Regardless of the economic cycle, BOK Financial continues to be a strong and stable company, adapting to ever-changing economic conditions. We work with you, side by side, to help you make the most of your money.

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Account Executive

4 days ago
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Account Executive Date: Mar 11, 2019 Location:Plano, TX, US Company: NTT DATA Services Req ID: 33253 At NTT DATA Services, we know that with the right people on board, anything is possible. The quality, integrity, and commitment of our employees are key factors in our company’s growth, market presence and our ability to help our clients stay a step ahead of the competition. By hiring the best people and helping them grow both professionally and personally, we ensure a bright future for NTT DATA Services and for the people who work here. NTT DATA Services currently seeks a Account Executive to join our team in Plano, Texas (US-TX), United States (US). Acco

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RCO Business Account Rep

5 days ago
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Genuent is hiring an Account Representative for our direct client within the energy industry in Plano, TX. Qualified candidate should send their resume (Word format) to Ashley Beatty at abeattygenuent.com. Summary The Business Account Representative position is the primary point of contact for commercial customers who contact the Business Customer Care Center by phone, fax, internet and mail. The Business Account Representative is responsible for interacting with customers and responding to their complaints, inquiries and requests in a professional and courteous manner. Essential DutiesResponsibilities - Actively promote the company and the value of its products and services. - Interact with customers, issue orders, and analyze accounts to resolve billing inquiries, negotiate payment optionsdeposits and provide customers with assistance in obtaining various company products and services. - Interface with a wide variety of people both internally and externally in a diplomatic manner. - Effectively utilize resources, i.e. computer systems, software programs and phone equipment. - Consistently apply knowledge required to perform technical and procedural aspects of the position. - Bilingual, SpanishEnglish speaking ability, required for the bilingual position. - Diffuse customer escalations (customer save skills). - Conduct outbound calls as required. Education High school diploma, GED, or equivalent math and English skills required. Additional Knowledge, Skills and Abilities - Demonstrated ability of good customer service skills maintaining a calm, patient tone in face of customer objections and questions - Excellent problem solving skills and ability to use good judgment to make decisions - Proficient in verbal and written communication skills including excellent listening skills. - PC Skills - Basic PC skills required. Must be able to type and talk simultaneously. Basic understanding of Microsoft Office software required. - Basic math skills and analytical ability necessary to respond to billing inquiries. Physical Requirements Ability to work on a computer and utilize telephone systems as required. Working Conditions - Professional office environment with the majority of work performed on a personal computer in a seated position. - Overtime may be required to accommodate workload and emergency call out. - Hours of operation can range from 700am to 700pm Monday-Friday (Subject to change with prior notification).

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Finance Manager

7 days ago
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Job Description Finance Manager Location: Plano , TX Direct Hire HastonWilliams is assisting our client company to hire a Finance Manager. Overview:

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Private Wealth Banker III

8 days ago
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…officers with functional guidance. This position can be based in Dallas or Plano , TX PRINCIPLE DUTIES AND RESPONSIBILITIES: Monitors and manages existing credit

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Private Wealth Banker IV

8 days ago
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…the department. This poosition can be based in Dallas (Park Cities) or Plano , TX . PRINCIPLE DUTIES AND RESPONSIBILITIES: Develops new business through

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Credit and Refunds Representative

9 days ago
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…in the healthcare industry. This Credit and Refunds Representative position are located in Plano , TX 75075. Do you patient accounts experience and are seeking an

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Accounts Payable, part-time

10 days ago
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Accounts Payable - Part-time Community Hospital Corporation - Plano , TX This part-time, 20 hours a week position is responsible for the processing of accounts

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ANALYST - TREASURY ACCOUNTING

12 days ago
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Reference : 19-01011Title : ANALYST - TREASURY ACCOUNTINGLocation : PLANO, TX Position Type : ContractExperience Level : Start Date : 02/28/2019 Description Req ID: TYA711883 Job Title: Analyst - Treasury Accounting Work Location: Plano, TX Contract Duration: 7 m Company Background: Our client, a major employer in the area, is looking for a Analyst - Treasury Accounting to be part of a accounting team in its North American headquarters. Position Summary: Reporting to the Supervisor, Treasury Accounting the Analyst will support the daily, monthly, quarterly, and annual accounting and reporting requirements for the Treasury Accounting group. High level duties include preparing and rec

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Mortgage Loan Officer

18 days ago
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Job Description MORTGAGE LOAN OFFICER LOCATION: Plano , TX - option for remote access COMPENSATION: $200K+ commission potential+ **potential for sign on bonus**

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Airport Finance and Strategy Consultant (Cambridge, MA; New York, NY; Plano, TX)

22 days ago
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Airport Finance and Strategy Consultant (Cambridge, MA; New York, NY; Plano, TX) Working at ICF Working at ICF means applying a passion for meaningful work with intellectual rigor to help solve the leading issues of our day. Smart, compassionate, innovative, committed, ICF employees tackle unprecedented challenges to benefit people, businesses, and governments around the globe. We believe in collaboration, mutual respect, open communication, and opportunity for growth. If you’re seeking to make a difference in the world, visit www.icf.com/careers to find your next career. ICF—together for tomorrow. Airport Finance and Strategy Consultant Aviation Markets Cambridge, MA; New York, NY; Plan

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Physician Office Representative Cardiovascular Consultants Full-time Plano, TX

23 days ago
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Our HTPN PORs also schedule, confirm and verify patient appointments and insurance information, and ... Plano, TX For more information on the facility, please click our Locations link. § Specialty ...

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CFO/Office Leader, Outsourcing - Plano

27 days ago
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CFO/Office Leader, Outsourcing - Plano Our Plano, TX office is seeking a highly experienced financial executive to help build our growing client outsourced accounting services. The BizOps Chief Financial Officer (CFO) will have a ground floor opportunity to build the practice as well as perform a combination of CFO functions as part of client outsourced accounting services teams. The incumbent is accountable for acting as and managing the designated function(s) for the client. S/he is also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial

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Inside Sales Professional - Insurance

about 1 month ago
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Puritan Financial Companies is an insurance marketing company, located in Plano, TX. We are looking for driven individuals to market insurance products to seniors, offering them assistance with Life ...

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Retail Merchandiser - Plano, TX - Part Time

about 1 month ago
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... financial service products in a number of different retail, digital and incentive channels ... Reliable car, car insurance, valid driver license and excellent driving record * Successful ...

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CHEF DE CUISINE

about 1 month ago
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... financial performance, and team member development are achieved. We promote a healthy and positive ... Medical (Blue Cross & Blue Shield) & Dental Insurance * From scratch kitchen and from scratch bar

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Internal Medicine, Seeking an Internal Medicine physician in Plano, TX

2 months ago
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Income guarantee provided by Texas Health Presbyterian Hospital Plano * Practice in a group of 9-10 ... Benefits provided by the group are negotiable but are set to include Malpractice Insurance and a ...

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Field Sales Representative / PT & FT $40 to 85k / Plano TX

4 months ago
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Our agents act as a broker for families, with access to 15 A/A+ rated insurance companies. There is no door to door canvassing, cold calling, or selling to friends/family required. Our marketing team ...

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Benefits Advisor - Plano

5 months ago
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Aflac Benefits Advisor/Leadership - Plano, TX Aflac Plano, TX A Career with Aflac is one of the ... Job Security & Long-Term Financial Security. This is also one of the most under-penetrated market ...

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