CFS has teamed up with a well-established Tax Firm located in Katy TX.

Job Title: Tax/Financial Planning Analyst
Companies Mission:

• To provide personalized services to help you identify your financial goals and concerns
• To develop objective and highly professional solutions that are customized to fit your unique issues
• To offer services that will add value significantly greater than your cost to retain us
• To remember that you are the client and we are here to serve you

Why join this company?

• Small Office and Family Oriented Environment
• Three weeks of Vacation
• 401K Match
• No more than 40 hour work weeks
• Competitive Compensation Package

Job Duties:

• Develop and Analyze Client Tax Estimates ( Federal/State/Trust) using tax planning software
• Provide tax recommendations and tax planning strategies for clients to advisors
• Develop Client Rebalance schedules and asset allocations using Excel
• Prepare Estimated Tax Payment Vouchers for Individuals
• Populate and Analyze Outputs from financial planning software
• Prepare Client Billing Invoices
• Gather Data for Quarterly Investment Committee Meetings
• Other Analytical Tasks/Projects on as Needed Basis
• Administrative Tasks on a needed basis

Senior Project Accountant Opportunity

Creative Financial Staffing has recently partnered with a local company located in Houston, TX. Are you ready to join this incredible team?

Must Have Highlights:

• CPA
• Bachelor’s Degree in Accounting
• Project accounting experience

Perks of the Senior Project Accountant role?

• Great pension plan
• Bonus structure
• 401k match

Responsibilities

• Contributes to ensuring accuracy and timeliness for the accounting results. Including month and year end processes, revenue recognition, % of completion, accruals, and balance sheet and P&L variance analysis.
• Calculation of Project results using percentage of completion accounting or completed contract accounting methods, analysis and project reporting in compliance with US GAAP; including provisions related to projects.
• Supports the annual audits to be in compliance with US GAAP and SOX standards.
• Prepare detailed project financial schedules, further detailed by percentage of completion and completed contract methods.
• Determine and maintain correct financial accounting for key projects.
• Update planned revenue on projects to ensure appropriate accounting.
• Prepare and post monthly incoming and outgoing Intercompany percentage of completion Proforma invoices.
• Prepare and confirm monthly intercompany percentage of completion reconciliations.
• Provide support with resolving intercompany variances.
• Analyze project costs and data for accuracy.
• Proper reporting and reconciliation of all accounts related to the financial accounting process.
• Prepare yearly a detailed project financial results schedule in accordance with US GAAP.
• Support the preparation of the quarterly warranty entry based on monthly billings.
• Prepare, maintain and update subsidiary project-related information in Navision system for transfer to SAP.
• Compliance with all corporate accounting controls and checks.
• Provide support to Project Management and Project Controls by reviewing all relevant detail cost data.
• Remains current in accounting principles to ensure continuous improvement of procedures for optimal departmental performance and accuracy.
• Expected to drive business transformation with technology and continuous improvement initiatives.
• Collaborates with other departments on cross-functional initiatives.

PE-Backed Company – Senior Accountant Opportunity

Creative Financial Staffing has recently partnered with a PE-Backed Company headquartered in Houston, TX. The company has big growth plans and needs a strong Senor Accountant to help them. This role involves handling of financial and operational information, analyzing the information, and preparing various reporting packages and summaries of results to be used at various levels within the organization including the VPs, the CFO and CEO

About the PE-Backed Company – Senior Accountant Opportunity:

• The company has been in business for over 25 years!
• Business is experienced tremendous growth. Growing organically & via acquisition.
• The industry is stable and not going anywhere.
• Global presence. Family feel!
• An industry leader in what they do.
• Glassdoor reviews state that they have “very supportive management and they reward performance”
• Visible role. Partner with Executive Management team
• Laid-back and collaborative environment. They like to have FUN!
• This position is required to go into the office.

Overview of the PE-Backed Company – Senior Accountant Opportunity:

• Support publication of monthly, quarterly, and year-end financial statements to provide accurate, transparent, timely, relevant financial performance communication to ownership constituents, including investors, Board of Directors, lenders, and vendors.
• Provide monthly financial and operational reports with additional supplementary weekly reporting and ad hoc analysis as needed by other executives and investors. 
• Maintain the general ledger system. Ensuring accurate and timely completion of month/quarter/year end close responsibilities.
• Reconcile, analyze, and review intercompany accounts in preparation for month-end close to ensure accuracy and validity of accounting transactions.
• Prepare and assist in the month-end closing process, including journal entries and balance sheet account reconciliations.
• Assist in preparing consolidated Financial Statements, Bank Compliance Package, and other financial ad-hoc reports.
• Prepare use tax returns. Coordinate with CPA firm on the preparation of federal, state income tax returns as well as tax estimates and provisions
• Participate in financial standards setting and in the forecast process.
• Collaborate with external auditors to ensure successful audit results and compliance.
• Enforce company accounting and control policies.  Monitor procedures and controls to ensure compliance and accuracy of financial reporting

Preferred Qualifications for the PE-Backed Company – Senior Accountant Opportunity:

• Bachelor’s in accounting
• CPA preferred
• Strong US GAAP knowledge
• Spanish Speaker preferred

Senior Treasury Analyst

About the Company and Opportunity:

• Our client is a leading global offshore driller with many years of experience and knowledge .
• This growing organization has one of the world’s largest offshore fleet, a broad geographic reach and industry-leading customer satisfaction.
• Why work here:
  • Solid firm with principles that are centered around safety, employee development, operational excellence, customer satisfaction, and a positive company work environment.
  • The company is positioned for long-term growth and can be the right place for goal-oriented individuals targeting challenging work and international opportunities.

Overview of the opportunity for the Senior Treasury Analyst:

• Wires – Intercompany
• Review banking transactions and entries
• Payment research
• Liaison between bank and corporate
• Assist with paperwork for opening bank accounts
• Treasury reports

Preferred Qualifications for the Senior Treasury Analyst:

• Accounting or Finance Degree
• Cost Accounting Standards
• Experience in a manufacturing environment
• MS Excel – Advanced
• Knowledge of manufacturing modules of JD Edwards and AX systems preferred
• Strong attention to detail and extreme accuracy
• Previous experience with a manufacturing firm
• Ability to take ownership and work in a fast-paced environment
• Great communication and follow-through

Our client is looking for a senior auditor who has been responsible for financial and operational audits including Sarbanes-Oxley (SOX) documentation, testing, and remediation, as assigned. This position will promote internal control awareness, understanding, and compliance, as well as perform research, analysis and assist with projects as needed.

The Senior Internal Auditor will be responsible for:

• Participating in audit risk assessment and audit plan development activities.
• Supporting and perform a company’s Sarbanes-Oxley 404 activities in assigned areas with direct responsibility for process walkthroughs, testing, and communication of results of the company’s assessment of Internal Controls over Financial Reporting.
• Organizing and presenting meaningfully detailed reports to communicate the results of an audit to company management.
• Advising business partners regarding risks, internal controls, and process improvement opportunities during projects.
• Providing support for external auditor reliance on internal audit work for SOX compliance, as well as quarterly and year end audits.
• Conducting operational audits, identify process improvements and facilitate remediation of issues as assigned in the Internal Audit plan.
• Supporting special projects such as due diligence reviews, fraud investigations, etc.

Must Have Qualifications

• Minimum of 3 years of Public company experience. Big 4 preferred
• Bachelor’s degree in Business related field (Accounting or Finance preferred)
• Obtained or in process of obtaining CPA or CIA
• Experience in mining industry desired

Salary:

• Target Salary: $85 – 95,000 annual with 10 – 15% Bonus

Travel: 5 to 10%

Must Have Highlights:

• CPA Preferred
• 4-5 years in Commercial/Project Finance
• Oracle Experience
• Attention to detail and strong communication skills

Position Summary:

Senior Project Accountant 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 Project Accountant Opportunity:

• They have been in business for over 100 years!!
• International partners all around the world
• A company who prides themselves on Diversity and Inclusion

Perks of the Senior Project Accountant role?

• Visible & Direct point of contact with VP of Finance
• Career development opportunities
• Full Health Benefits
• Strong Company Culture

Overview of the Senior Project Accountant role:

• Supporting projects in all matters relating to finance and accounting
• Working with project management to produce financial reporting that is consistent, accurate and timely
• Ensuring financial activities are performed accurately
• Strong project and cost accounting experience
• Ability to compare analysis against variances
• Ensuring that client billing is prepared in accordance with customer contracts
• Assist in preparation of budgets and forecasts
• Cashflow forecasting and management
• Management of foreign exchange risks
• Ensuring taxation and audit obligations are met

Preferred Qualifications for the Senior Project Accountant :

• CPA Certified
• Oracle
• 10 years + of experience

Internal Controls Manager

About the Company and Opportunity:

• 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.
• Title Insurance industry experience is a plus

Why work for the company!

• Global FinTech Company
• Rapid growth
• Driven by strong code of core beliefs
• Certified Carbon Neutral company

Key Responsibilities

• 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.

Senior SEC Accountant / Lead SEC Accountant

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
• Proven ability to meet deadlines.
• Strong sense of Business Ethics

Salary $55-65k

Position Summary:

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?

• Career growth opportunities!
• Fantastic employee benefits – health/dental/vision
• 401k Benefits
• Flexible Work Schedule
• 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 :

• CPA Certification
• Big 4 background a plus!

JD Edwards Experience

About the Company and Opportunity:

• Outgoing, Friendly and Family oriented Company
• Very visible role reporting to VP Controller
• 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

#CFS2021

Why work for this company!

• Global Fortune 500 company
• Over 400 subsidiaries with one of them in Pearland, Texas!
• CFS has successfully placed several people on their accounting team
• Company is a leader in the chemicals business.
• They offer a comprehensive benefits package.
• Over 100,000 employees worldwide with a small company feel.

Description:

• Assist accounts payable and accounts receivable teams with day-to-day operations including process invoices, review aging, prepare payment proposals
• Maintain and validate vendor information records
• Assist accounts receivables team with day-to-day operations including generate billing, review aging, collection, maintaining payment records
• Perform monthly account and bank reconciliations
• Prepare monthly reporting for management
• Prepare ad-hoc reports, financial analyses and cost analyses
• Assist with preparation of forecast and budget
• Review general ledger for inaccuracies
• Provide support for external and internal audits
• Perform various accounting duties as assigned

Requirements:

• Bachelor’s degree in accounting, finance or business administration
• At least 3 years experience
• Thorough knowledge of GAAP
• Ability to work either independently or collaboratively as needed
• Strong communication and organizational skills
• Strong analytical and problem-solving skills
• Proficient Microsoft Office knowledge and skills
• Highly self-motivated, cable of handling multiple tasks and meeting strict deadlines in a high-pressure environment
• SAP experience a plus

Work from home 4 days a week!

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)

Work 4 days from home!

Salary: 90 to 115K plus bonus

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

Position Summary:

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.

SENIOR QUANTITATIVE ANALYST

ABOUT THE COMPANY:

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).

130 to 160K DOE

About the Company and Opportunity:

• Has been in business for over 10 years.
• 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
• OneStream and/or PowerBI highly preferred
• Salary: 70 to 110K DOE

Real Estate Office 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 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
• 3-4+ Years of job related experience
• Real Estate Experience
• Office Management

Senior Corporate Recruiter Opportunity

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

Salary: 50 to 90K DOE