Our client is a well-respected financial group founded on the simple concept to communicate, collaborate, and co-exist with their customers.
This position will manage and maintain the design, development, documentation, and implementation of key controls over financial reporting.
The company prides itself on having a national reach with local service.
The Internal Controls Manager reports directly to the Corporate Controller.
They offer excellent benefits, including: Medical, Dental, Vision, HRA, HSA, 401(k), EAP, paid holidays, and paid time off.
Some of the employee reviews, include things like:
“{company} cares about its employees and it shows.”
“The people and the corporate culture are excellent…The company is actively growing but believes strongly in work-life balance.”
Overview of the Internal Controls Manager role:
Review and evaluate the efficiency and effectiveness of accounting and financial controls and compliance procedures.
Assess the adequacy and extent of programs designed to safeguard organization assets.
Identify opportunities to strengthening internal controls and compliance through on-going assessment of policies and business procedures.
Lead the internal controls review process across the company.
Work collaboratively with business and process owners to implement and monitor remediation plans that result from internal control assessments, ensuring effective implementation of corrective action plans.
Preferred Qualifications for the Internal Controls Manager:
Bachelor’s degree in Accounting, Finance, or Business.
4+ years of Internal Control experience
Solid accounting knowledge and application of U.S. GAAP and SOX.
Review U.S. GAAP financial statements, disclosures and underlying supporting schedules, including Management’s Discussion and Analysis within Active Disclosure, to be included in the Company’s external interim and annual financial statements
Review statement of cash flows
Review U.S. GAAP Disclosure and SEC checklists
Support the Company’s Investor Relation’s team in management of financial and other information needed for the earnings release process
Support the Company’s SEC Legal Counsel’s team in management of financial and other information needed for various SEC filings
Review of share-based compensation analysis, goodwill and intangibles impairment analysis, M&A related transactions and other Group Accounting related analysis as needed
Support technical accounting research for new or complex transactions including drafting or reviewing technical memos
Ensure all respective internal controls over the financial reporting process are followed
Manage quarterly reviews and annual audit with external auditors.
Key Skills and Requirements
Able to work cohesively with teams around the world
Make recommendations on complex issues regarding project components and tasks
Makes decisions on team’s work with moderate complexity and solves operational problems
Recommends potential opportunities for new or improved processes, tools, services & techniques within the function.
Experience and Education
Bachelors Degree in Accounting is required (Masters degree is a plus)
5-8 years’ total accounting experience (public / private mix also a plus)
CPA certification required
Strong background with SEC annual and interim filing, internal controls, and US GAAP
Strong technical accounting and analytical skills
Strong team management skills
Strong computer skills, particularly in MS Excel and Word.
Creative Financial Staffing has recently partnered with a chemical company located in The Woodlands, Texas.
Why work for this company!
The company is a leader in its niche.
They offer a comprehensive benefits package.
Looking for someone who would love to take a company public! Learn the IPO process and everything that goes along wth it.
Hybrid Schedule! In office to start with some more flexibility the closer they get to the IPO.
Get exposure to implementing a web filing software, debt covenants reporting, and internal reporting packages.
Work for a manager who loves to train and mentor!
Located in North Houston
Overview of the SEC role:
Preparation and review of internal and external financial statements including drafting and review of footnote disclosures and preparation of cash flow statement
Assist in the preparation and review for filing of all SEC forms 10-K, 10-Q, and 8-Ks to ensure compliance with SEC regulations, US GAAP accounting, and XBRL reporting requirements
Assist in the preparation of quarterly earnings press release, including the narrative and financial tables;
Provide support to FP&A throughout the quarterly earnings process and assist with the review of the earnings script and supplemental materials;
Remain current on new and upcoming accounting guidance issued by the FASB and SEC;
Assist in providing technical accounting analysis for complex transactions in accordance with GAAP, including review of contracts, documentation of analysis, and conclusions
Assist in the research and analysis of new accounting pronouncements
Provide support for the filing of the proxy statement;
Assist in developing and maintaining accounting policies, process and internal controls consistent with GAAP and Sarbanes Oxley Requirements
Act as a liaison with external auditors in conjunction with annual year-end audit and interim reviews, as well as SOX compliance
Qualifications of the SEC role:
3-5 years of experience public accounting/corporate financial reporting for SEC registered companies
Extensive experience with SEC filings form 10-K, 10-Q, 8-K required
Big Four or large regional public accounting experience preferred
CPA required
Experience in utilizing SEC filing software preferred
Expertise in U.S. GAAP and IFRS Statutory reporting
Experience with working with a global team in different time zones
Must be an analytical thinker, comfortable taking initiative to develop and recommend solutions
Open minded and culturally sensitive; well-structured and self-drive work approach; innovation driven
Creative Financial Staffing has recently partnered with a local nonprofit located in the Montrose area.
Why work for this company!
Guided by a set of Core beliefs
Great reviews for current and former employees
Not for profit company where people come first
Overview of the Accounting & HR Administrator:
Accounting:
Perform Daily Processing of Accounting transactions
Ensure an accurate daily cash reconciliation.
Work with CFO in order to establish accounting policies and procedures that will reinforce GAAP compliance of the school and reinforce dual control protocols are met.
Prepare and reconcile Accounts receivable, Pledge Receivable, Deferred Revenues, write off’s and other revenues monthly.
Prepare reconciliation of contribution revenue between Development Dept and Business Office monthly
Provide Support for the annual audit by generating, analyzing, and compiling the required audit schedules.
Human Resources:
Manage and reenforce HR policies and procedures.
Manage recruitment and onboarding.
Manage exit interviews and procedures.
Preferred Qualifications for the Accounting & HR Administrator:
4 year degree
MS Office Products primarily Excel, Outlook, and Word
Excellent organizational skills and attention to detail.
Excellent analytical, problem-solving and communication skills
The responsibilities of the Senior Manager –Corporate Accounting include performing, assessing and analyzing complex accounting activities in order to support the company’s corporate accounting function, which is responsible for accounting for the Company’s corporate entities, as well as for certain complex items performed centrally for the global accounting organization.
Senior Corporate Accounting Manager Opportunity
Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?
About the Senior Corporate Accounting Manager Opportunity:
Leading end-to-end solutions provider in the electric power sector
Strong company values that driven to benefits their employees
Company that matched employee donations and raised a total of $1.3 million dollars in wake of Hurricane Harvey
Perks of the Senior Corporate Accounting Manager role?
Person previously in this role has been promoted twice!
Overview of the Senior Corporate Accounting Manager role:
Accounting oversight of the Corporate Division (50+ legal entities) and main Corporate backoffice departments; coordination of monthly accounting, forecast and annual budgets; and overseeing team of 8, including Corporate accounts payable;
Assisting in the preparation and review of internal management reports and financial reviews relating to the corporate office departments and legal entities;
Oversight responsibility for the accounting for incentive compensation, including expense related to annual (cash) and long-term (stock) incentive plans, and the related balance sheet reconciliations, rollforwards and disclosures;
Oversight responsibility for corporate fixed assets, including depreciation, impairment analysis, rollforwards/reconciliations and disclosures;
Coordination of intercompany loans and settlements of intercompany trade balances where applicable, assisting Treasury, Tax and operating units;
Oversight responsibility for the accounting of holding-company debt and deferred financing costs;
Assisting the Accounting and Treasury departments in the monitoring and management of foreign currency exposures;
Preferred Qualifications for the Senior Corporate Accounting Manager :
We have worked with this company for over 15 years with multiple successful placements!
An international publicly-traded company that Conducts business in over 20 countries
Convenient location in Southwest Houston
Core hours are 9 to 4 pm
Currently on a hybrid schedule with 3 days in the office
The company offers a wide array of services & they pride themselves on providing the highest excellent in service
They offer excellent benefits, including 401K, team member discounts, company-paid healthcare, career advancement, flexible spending account, and highly competitive base salaries
Overview of the Analyst role:
Collaborates with operational management to develop annual budgets and track results to budget on a monthly basis
Prepares management reports including KPI’s and variance analysis with explanations
Monitors inventory levels and effectively manages inventory levels and costs
Prepares trend analysis and suggests improvements to management when appropriate to align costs with revenue
Assists in developing and implementing opportunities to streamline processes and enhance process efficiencies
Improves performance by evaluating processes to drive efficiencies and understands the ROI of current and proposed projects
Identifies process improvement opportunities to recommend to senior management
Compiles and adjusts forecasts throughout the year
Provides timely, accurate data and reports to management as requested to proactively influence sound business decisions
Provides support to the business by analyzing complex application system issues and providing technical solutions
Reviews the recording of period end accruals and deferrals to ensure consistency with GAAP and company policy
Partners with operational management in evaluating sales and marketing programs, performing value added ad-hoc analysis and special projects as required
Preferred Qualifications for the Analyst :
Bachelor’s degree in Accounting or Finance or relevant business experience required
Five (5) years’ minimum of experience in a professional financial role preferred
Extensive experience with MS Excel (queries, macros, advanced pivot tables)
Proficient with MS Office products
Ability to rapidly summarize and communicate ideas and concepts
Detail oriented with the ability to prioritize and think analytically
Capacity to understand, analyze and summarize financial data in a clear concise manner to both financial and operational management
The Senior SEC Reporting Accountant will prepare and review SEC filings and annual report to shareholders.
Responsibilities
Execute quarterly and annual filing plans
Analyzes contracts to determine accounting conclusions for revenue recognition in accordance with GAAP
Executes the quarterly and annual accounting and reporting process for operating leases.
Assists in ensuring financial policies and procedures as related to external financial reporting are appropriate and modified as necessary, in response to legislation and changes in the Company’s operations and business conditions as validated by external auditing.
Assists in reviewing the financial policies and procedures as related to external financial reporting on an ongoing basis and to modify them, as necessary, in response to legislation and changes in the Company’s operations and business conditions.
Assists in monitoring and enforcing compliance with the financial policies and procedures as re-lated to external reporting requirements.
Utilizes working knowledge of GAAP and applies such accounting principles in a conservative manner.
Provides management with analysis of accounting treatment and financial reporting impact of pro-posed, projected, or possible transactions and operational decisions.
Ensures completion of projects and tasks, as necessary.
Ensures the application of conservative accounting policies and procedures, as well as best prac-tices in support of tight financial controls, strongly enforced.
Proactively identifies and interprets probable changes in regulatory or other requirements that al-lows Valaris to be prepared to address such changes.
Qualifications
Bachelor’s in Accounting required, MBA preferred
CPA required
Big 4 experience or 4 years of experience working in a financial reporting role for a publicly traded company
Experience with WDesk preferred.
XBRL
Knowledge of GAAP and SEC requirements.
Knowledge of financial accounting, external filing, purchasing and management systems.
Advanced Excel skills (financial and logical functions, macros)
The Supervisor of Financial Reporting will oversee financial statement prep, audits, and filings.
Principal Duties and Responsibilities
• Ownership for preparing financial statements • Deliver assigned audits on time by providing the appropriate level of support to the auditor and managing effective audit issue resolution. • Communicate with the Manager & Director regularly regarding audit status/issues • Analyze operating results and developments to ensure the preparation of complete and accurate financial statements. • Work with operations, tax, and legal management to obtain support and management information • Respond to auditor requests • Perform special projects • Manage and develop tea
Qualifications • Bachelor’s in Accounting • CPA preferred; CPA eligible required • 4 years of Big 4 experience • Knowledge of financial accounting standards and external reporting requirements. • Ability to gather and analyze data, assess its accuracy and adequacy to satisfy auditor requests. • Strong Excel skills
Under general supervision, the Accounting Clerk is responsible for maintaining accurate accounting records, general ledgers, and vendor files. Additional responsibilities include preparing month-end account reconciliations and assisting with audit reporting at year-end.
AP Accounting Clerk Opportunity
CFS has teamed up with a Non-for-Profit who is looking to add an AP Accounting Clerk to their team.
About the AP Accounting Clerk Opportunity:
Under general supervision, the Accounting Clerk is responsible for maintaining accurate accounting records, general ledgers and vendor files. Additional responsibilities include preparing month-end account reconciliations and assisting with audit reporting at year-end
Perks of the AP Accounting Clerk role?
Be able to apply your accounting skills and give back to the community all at the same time!
Work in a very relaxed work environment
Medical Benefits are 80% covered for employee only
PTO – Under 5 years of experience accrue 14 hours a month, Over 5 years accrue 21 hours a month + Holidays
Overview of the AP Accounting Clerk role:
Enters prepared journal entries into the general ledger.
Establishes and maintains a sub-ledger that interfaces with the general ledger.
Maintains vendor files including W-2 forms and prepares 1099 documentation.
Maintains accounting reporting schedules.
Enters invoices into the accounting system and prepares check runs.
Prepares deposits and enters into the accounting system.
Maintains Accounting records and files.
Assists with monthly grant billing and year-end audit preparation.
My client is a well respected and growing financial institution in San Antonio, Texas. Because of their growth over the last 5+ years, CFS has placed over 15 individuals with this organization. They are a leader in their industry and a favorite client of ours and we are excited to share more about them with you!
Non-profit organization with over 50 locations across the state of Texas
They have over $10B of assets under management
Nationally recognized as a leader in their field – have been ranked as one of the “Best Places to Work”
Excellent, highly tenured leadership team
Flexible working hours, work-life balance, remote & hybrid work options
Rich benefits package to include a 401k match up to 10%
Competitive comp & bonus package
The opportunity to grow with the organization (senior leadership is most often promoted from within)
Build and develop a department & team of your own as the company grows
Be an SME for all Data Analytics projects for the credit union
Continued education assistance, (CPE, Leadership training)
Employee reviews on Glassdoor include statements like: “Excellent benefits”, “company cares about you…”, “lots of training opportunities” and the CEO has over a 90% approval rating
OVERVIEW OF THE SENIOR QUANTITATIVE ANALYST:
My client has a challenging opportunity for a Senior Quantitative Analyst reporting to the VP, Treasurer. The company has several important initiatives that have caused for the creation of this role. The major initiative and function of this role is to build and implement models that quantify the institution’s exposure to credit, liquidity, and market risk. These models and resulting quantifications support strategic decisions by executive management and the board of directors and drive compliance with regulatory directives (Dodd-Frank Act Stress Test – DFAST) as well as new accounting standards (Current Expected Credit Loss – CECL).
WHAT WILL THE SENIOR QUANTITATIVE ANALYST DO?
Develops and maintains expertise in the fields of risk quantification and modeling to support both internal and external stakeholders
Collaborates with business units to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures
Develops and maintains model documentation to perform stress tests in accordance with DFAST
Assists in the development and execution of credit loss models used for CECL
Measures risk to earnings and capital inherent in the organization’s current positions as well as forecasts and business plans
Assists in the assessment of funding outflows and deposit volatility for the liquidity coverage ratio
Makes recommendations to management on risk mitigation strategies and capital allocation
Perform other quantitative analysis for Finance, LOB, and Senior Management and the Board of Directors, as needed.
All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice)
WHAT WE NEED IN A SENIOR QUANTITATIVE ANALYST:
2-3+ years of experience in a similar role or equal experience in similar areas in the Banking/Financial Services Industry.
Masters or PhD in mathematics, statistics, economics, or finance
Strong analytical, mathematics, organizational, and planning skills.
Strong ability to articulate complex theories, concepts, methodologies and findings in a non-technical manner to a non-technical audience.
Self-starter with ability to meet deadlines, work independently, and think outside the box.
Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment.
Proficient to advanced knowledge of statistical modeling and other quantitative techniques including but not limited to: linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk. Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R).
Manufacturing and distribution facilities located around the world
We have placed multiple people with them for over 7 years!
Half-Day Fridays!!!!!
This is an in-office role (5 days a week)
Summary of the Analyst role…..
Under general direction, conducts and documents complex financial analysis projects. Prepares forecasts and analyzes trends in manufacturing, sales, finance, general business conditions and other areas. May perform economic research work and prepares analysis of subjects such as rates of return, depreciation, working capital, investment, and financial and expense performance comparisons. May assist and train lower level financial analysts.
What the Financial Analyst will do…
Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Support Budgeting, Financial Forecasting, and Operating Plan process
Ad-Hoc Reporting and Analysis
Quarterly and Monthly Financial reports
Develop financial models and analyses to support strategic initiatives
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
Supporting Senior Management Team and Department heads with in-depth analysis.
Analyze historical bad debt data along with other customers, product attributes to find areas of improvement, trends and develop proposals to improve the business
What the company needs in a Financial Analyst:
4 to 6+ years of experience
Bachelors degree in Finance or Accounting
Advanced Microsoft Excel and PowerPoint skills.
Highest standards of accuracy and precision; highly organized.
Articulate with excellent verbal and written communication skills
Ability to think creatively, highly driven and self-motivated
Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?
About Real Estate Office Manager Opportunity:
They have been in business for over 20 years!
Family like work culture
Tenured Staff – average of 10 years!
Provide support for over 40 properties in it’s portfolio
Perks of the Real Estate Office Manager role?
Visible & Direct point of contact with President!
Career development opportunities
100% Employee Paid Health Benefits
Catered Friday Lunches
401k Benefits
Overview of the Real Estate Office Manager role:
Scheduling appointments with tenants, contractors, vendors, insurance inspectors, etc.
Front-line phone work; answering tenant calls, reporting roof leaks, answering questions about rent, evaluating special events requests, requests for banners, many other issues and back-up receptionist.
Maintain lease files.
Prepare landlord waivers and vendor release of lien documents.
Accounts payable – may review invoices, match up to work orders, approve and submit to accounting.
Prepare lease assignments, estoppels, SNDA’s, acceptance of premises, welcome letters, lease abstracts and other lease related documents.
Assist with Month End Reporting with processing reports, file AP, and preparing narrative description of month’s expenses
Obtain bids and coordinate solicitations with contractors for repairs, service contracts and in some cases for new construction.
Preparing work orders, following up with work orders to make sure the work order was completed with tenant / vendors.
Collecting and approving the content of insurance certificates for tenants and vendors.
Tracking lease renewal dates, insurance expiration dates, return of executed documents, etc.
Preparation of default letters, reviewing delinquencies and contacting tenants to collect rent payments.
Month end reporting; prepare month end narrative reports and aide in processing each property report to accounting and distribution to lenders, co-partners and others.
Maintain filing systems – organize property files and assist with accounting files
Other miscellaneous documentation responsibilities: billing adjustments, security deposit refund, move-out forms, invoicing special services, schedules for closings.
Preferred Qualifications for the Real Estate Office Manager:
High School Diploma or equivalent, Bachelor’s Degree or similar preferred
Creative Financial Staffing has recently partnered with a company based out of Houston, Texas. Are you ready to join this incredible team?
Must Have Highlights:
5 years of recruiting experience
Ability to design and implement recruiting strategy regionally
Strong Presentation Skills
Sources, recruits, interviews and recommends candidates for all open positions including executive roles
Bachelor’s Degree
Perks of the Senior Corporate Recruiter role?
Competitive Compensation
AMAZING Benefits package including 401k Match!
Free Onsite Parking!
Minimal overtime!!!!
Incredible tenure throughout the company. Once you recruit them….they will not want to leave.
Overview of the Senior Corporate Recruiter Role:
Manage talent acquisition life cycle to include Request for Personnel, job posting, open job files, identify and interview the most qualified applicants, guidance on the selection of best candidates, extension or decline of offers; including occasional processing of high-profile positions from end to end
Champion diversity sourcing strategies
Manage college recruitment program; on campus recruiting, internship, hiring and collaboration with universities and colleges
Leverage data and patterns in analytics to help make recruiting decisions, recommendations on staffing processes, building talent pipelines and sourcing prospects that result in finding top-talent
Conduct screening phone calls, and face-to-face interviews with applicants
Manage Internal Referral program, and create strategies and communication that generate hirable referrals from existing employees
Partner with hiring managers to ensure real-time communication on recruiting initiatives and issues
Maintain knowledge of legal/regulatory requirements to reduce risk and ensure compliance
Maintain electronic records of Offer Letters
Create Weekly Staffing Report, and generate ad-hoc reports
Work with hiring managers on creation of, and updates to, Job Descriptions
Maintain tracking of Sign-On bonuses, Guaranteed bonuses
Work with staffing agencies for direct when approved;
Preferred Qualifications for the Senior Corporate Recruiter Role:
At least 5 years’ experience as a Recruiter or Generalist
Ability to handle sensitive information with the highest degree of integrity and confidentiality
Experience with complex Applicant Tracking System
Knowledgeable of compliance-related nondiscrimination/affirmative action laws and regulations
Ability to build relationships with candidates and hiring managers and strong customer-service orientation
Excellent written and oral communication; able to present information in effective and articulate manner
Ability to work independently and self-sufficiently, and as part of the team
Ability to positively and comfortably handle and prioritize multiple tasks in a fast-paced environment with focused attention to detail, and ability to meet deadlines
High level of attention to detail and accuracy
Dependable, punctual, adaptable, follows directives and gives feedback
Our client is a leading SAAS company in a niche market, delivering a service and solution in their industry that is unmatched. This company is a true industry disrupter and has a huge impact and opportunity to change the clients they serve drastically, allowing them to compete & grow at a quicker pace with the talent they need to get the job done the right way! The company is growing at a rapid pace and needs a strong Field Benefits Analyst to oversee payroll compliance as it relates to employee benefits plans including welfare plans (health, dental, vision, etc.) and 401(K). This role will partner closely with our Payroll Operations, HR Employee Relations, Benefits, Accounting and Legal groups.
Perks of the Field Benefits Analyst:
Strong company values & mission
Strong compensation plan to include competitive Base comp & bonus.
Strong benefits plan to include flex PTO, 401k match, and comprehensive medical benefits.
Technology focused, growth minded, and forward-thinking company.
Diversified client markets- creating massive growth for the company.
About the Field Benefits Analyst?:
The Field Benefits Analyst will be someone who will have benefits and accounting experience at a company with at least 5,000 employees.
You will fall in love with the mission of this company to change the world & are excited to be a part of that change!
You are financially well-rounded, analytical, problem solver & critical thinker with strategy at the core.
You love to dig into the details and get your hands dirty all while keeping the big picture in mind.
You are an excel and data analytics guru that loves working with BIG data sets.
You are innovative and creative in your approach to find solutions.
You are competitive at nature and love creating processes that create efficiencies & help you meet your deadlines
Ambiguity is your middle name… you know there is more than one way peel an orange and you are committed to finding, testing, and selecting the right solution for every problem you encounter.
You are flexible in nature and love working with a collaborative group of people to reach common goals & improve upon processes.
You aren’t looking to just collect a paycheck. You want to make a difference and see the direct impact you can bring to a rapidly growing and fast paced company.
You are a proactive problem solver and are strategic in your approach to working to solve, fix, or resolve issues.
You understand what is needed to take processes from manual to automated to improve accuracy and efficiency. You will bring this experience with you to improve upon the processes within the organization.
You love building relationships with key stakeholders and cross functional teams to better drive change
What will the Field Benefits Analyst do?
Assist the Workforce Benefits team in the administration of employee benefits programs such as medical, dental, vision plans, life and disability insurance plans, by acting as a liaison with the payroll team and reconciling carrier invoices against payroll records
Manage catch up premium deductions and repayment plans for employees and audit payroll registers for accuracy in benefits plan deductions
Providing payroll register reports; support benefit audits by providing payroll data as needed
Work closely with the Workforce Benefits team to assist with implementation when open enrollment or other events warrant changes to benefits plan
Ensure payroll system configuration is accurate when open enrollment or plan changes go in to effect by auditing announcement materials, plan summary documents, and communication plans to employees against the payroll configuration
Act as a subject matter expert for escalation of employee benefits inquiries and complaints regarding payment plans and deductions
What we are looking for in a Field Benefits Analyst:
5+ years of experience with benefits administration and/or payroll experience
Ability to manage and collaborate with 3rd party providers
Analytical and problem-solving skills; detail oriented
Strong interpersonal skills and influencing ability
High integrity and ethics in handling confidential information
A high level of independence as demonstrated through clear problem solving skills, effective process evaluation, and delivery of high quality work
Ability to function in a fast-paced environment and prioritize multiple projects with competing priorities
Lead and collaborate with cross functional business partners on discussions and initiatives
Provide insights for improvement and decision making
Partner with payroll, accounting, etc to coordinate audit activities and other payroll requirements
This position would be doing account reconciliations, account rollforwards, working with other departments on various Q&A, SOX, and financial reporting.
Perks of the company and the role!
Work/Life Balance (40-45 hour weeks, negligible nights or weekends)
Strong mentorship/exposure (Publicly-traded environment, large company)
Strong promotion opportunities (position open due to promotion)
Above-average benefits for the industry (401k match, PTO, Healthcare)
They like to go out to Astros games and volunteer at the zoo for fun as a team
Overview of the Contributor Accountant role:
Prepare, record, and analytically support monthly recurring and adjusting journal entries
Prepare monthly general ledger account analysis
Perform in depth analysis and reconciliations of balance sheet accounts
Ensure items identified in reconciliations are resolved/corrected in a timely manner
Assist in the preparation of the monthly standalone financial statements in accordance with US GAAP and related analysis/reports
Assist in the preparation of reports documenting explanations and analysis of significant or unusual variances in actual results from budget, forecasts and prior periods
Respond to and/or coordinate external and internal audit requests
Prepare lender directed quarterly & annual debt compliance, including financial covenant calculations and financial statements
Update, maintain and test procedures and documentation to meet departmental Sarbanes-Oxley (SOX) requirements
Identify areas in need of accounting research
Participate in special projects
Preferred Qualifications for the Senior Accountant:
Experience with or direct knowledge of SAP and BPC
CPA or CPA eligible (e.g., 150 hours to sit for the CPA exam in Texas)
My client is a well respected and growing financial institution in San Antonio, Texas. Because of their growth over the last 5+ years, CFS has placed over 15 individuals with this organization. They are a leader in their industry and a favorite client of ours and we are excited to share more about them with you!
Non-profit organization with over 50 locations across the state of Texas
They have over $10B of assets under management
Nationally recognized as a leader in their field – have been ranked as one of the “Best Places to Work”
Excellent, highly tenured leadership team
Flexible working hours, work-life balance, remote & hybrid work options
Rich benefits package to include a 401k match up to 10%
Competitive comp & bonus package
The opportunity to grow with the organization (senior leadership is most often promoted from within)
Build and develop a department & team of your own as the company grows
Be an SME for all Data Analytics projects for the credit union
Continued education assistance, (CPE, Leadership training)
Employee reviews on Glassdoor include statements like: “Excellent benefits”, “company cares about you…”, “lots of training opportunities” and the CEO has over a 90% approval rating
OVERVIEW OF THE SENIOR QUANTITATIVE ANALYST:
My client has a challenging opportunity for a Senior Quantitative Analyst reporting to the VP, Treasurer. The company has several important initiatives that have caused for the creation of this role. The major initiative and function of this role is to build and implement models that quantify the institution’s exposure to credit, liquidity, and market risk. These models and resulting quantifications support strategic decisions by executive management and the board of directors and drive compliance with regulatory directives (Dodd-Frank Act Stress Test – DFAST) as well as new accounting standards (Current Expected Credit Loss – CECL).
WHAT WILL THE SENIOR QUANTITATIVE ANALYST DO?
Develops and maintains expertise in the fields of risk quantification and modeling to support both internal and external stakeholders
Collaborates with business units to understand product characteristics used for modeling while assisting in communication and education of current and expected risk exposures
Develops and maintains model documentation to perform stress tests in accordance with DFAST
Assists in the development and execution of credit loss models used for CECL
Measures risk to earnings and capital inherent in the organization’s current positions as well as forecasts and business plans
Assists in the assessment of funding outflows and deposit volatility for the liquidity coverage ratio
Makes recommendations to management on risk mitigation strategies and capital allocation
Perform other quantitative analysis for Finance, LOB, and Senior Management and the Board of Directors, as needed.
All other duties as assigned (note: essential functions and responsibilities may change, or new ones may be assigned at any time with or without notice)
WHAT WE NEED IN A SENIOR QUANTITATIVE ANALYST:
2-3+ years of experience in a similar role or equal experience in similar areas in the Banking/Financial Services Industry.
Masters or PhD in mathematics, statistics, economics, or finance
Strong analytical, mathematics, organizational, and planning skills.
Strong ability to articulate complex theories, concepts, methodologies and findings in a non-technical manner to a non-technical audience.
Self-starter with ability to meet deadlines, work independently, and think outside the box.
Excellent interpersonal skills, with a desire to pursue best practices in a challenging team environment.
Proficient to advanced knowledge of statistical modeling and other quantitative techniques including but not limited to: linear & non-linear regression, optimization, simulation, time-series analysis, probability theory, survival analysis, and value-at-risk. Knowledgeable of modeling systems and/or computer programming languages used for modeling (e.g. python & R).
Creative Financial Staffing has recently partnered with an outstanding organization that has been around for over 100 years! This role is 100% remote for now, but will return to a hybrid schedule. The company is located in Houston, Texas.
About the Real Estate Analyst Opportunity:
The real estate finance associate reports to the head Real Estate team development manager and director. The Real Estate Development Analyst is responsible for performing analytic and project management tasks associated with direct assets. The Real Estate Development Analyst will perform complex financial functions including designing and performing ad hoc analyses, developing and maintain complex pro formas, analyzing data and reconciling complex accounts.
Overview of the Real Estate Analyst role:
Assists in monitoring of existing managers of the public and private investments portfolios
Prepares reports for routine review of asset class level performance
Assists in screening and due diligence process of new managers
Participates in investment research projects from asset allocation to security level review
Supports the underwriting, analysis and execution of commercial and mixed-use developments from acquisition to disposition of the asset
Runs analysis and full pro forma for operation and development of commercial and mixed-use properties
Assists with development and maintenance of asset class models and databases
Preferred Qualifications for the Real Estate Analyst:
Business, accounting, finance or economics degree
Commercial Real estate industry experience
Argus Enterprise and proficiency in analyzing rent roll and leases
Underwriting real estate debt and equity structures
Strong analytical, quantitative and technical skills with demonstrated ability to execute complex financial analyses and cash flow models
Our client is growing and adding another Analyst to their team. This company is very entrepreneurial in spirt and has a very laid back atmosphere. We are looking for someone who is eager to learn, a go-getter and someone with great attention to detail. Real estate or construction experience would be a huge plus, but it is not required. Financial Modeling experience is a must. The company has over 25-years of experience in all aspects of real estate development including retail, mixed-use, multi-family, office, medical, land development and single-family homes
Responsibilities:
Conduct complex and detailed financial modeling and data analysis (utilizing Microsoft Excel) of vertically integrated large-scale development opportunities across several asset classes
Produce periodic presentations and reports for project stakeholders (i.e. lenders, investors, management, etc)
Model fund waterfalls and promote economics for real estate transactions
Develop and maintain appropriate business and financial models to synthesize insights
Assist in the underwriting of funds and equity partners
Support existing acquisitions and strategic initiatives through ongoing analysis and project management
Gather industry data and competitive information from external and internal business units
Support with public financing vehicles such as Opportunity Zones Funds, Management Districts, Municipal Utility Districts, TIRZ and sales tax agreements
Work effectively with professionals and information sources to obtain and consolidate information, develop conclusions, communicate key analytics to team members
Qualifications:
Bachelor’s degree in Accounting, Minimum GPA 3.0 in all accounting coursework
One or more years of experience in a real estate or financial analyst role, commercial real estate development experience and/or development and acquisition underwriting experience
Preferably candidates will have a background in real estate, private equity or investment banking;
Very strong financial and statistical background, excellent understanding of return metrics, adept in quantitative reasoning, with expert ability to create financial models utilizing MACROS and other advanced Excel functions
Ability to build positive working relationships with team members and consultants
Ability to work under time constraints and deadlines while managing multiple projects
Personality Attributes: self-starter, inquisitive and intellectually curious, effectively work with minimal supervision, detailed problem solver/critical thinker, pro-active and resourceful, exceptional communication skills, organized, high energy level
Microsoft Excel and PowerPoint and exposure to Argus
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