Key Responsibilities of the Senior Treasury Analyst
Bank Account Administration: Oversee global bank account activities, including account openings/closings, maintaining internal databases and signer records, and ensuring compliance with KYC and FBAR reporting requirements.
Cash Management: Conduct global cash management tasks such as cash concentration, daily positioning, and account funding to maintain sufficient liquidity.
Financial Closing Support: Lead Treasury functions for month-end and quarter-end close processes, collaborating with the Shared Service Center and Field Finance to ensure accurate cash balance and transaction reporting.
Bank Fee Analysis: Evaluate bank fees, identify cost-saving opportunities, and review account product services and AP activities for potential optimization.
Reporting and Forecasting: Prepare monthly Treasury reports and lead the cash flow forecasting process.
System Administration: Perform security administration for banking systems and maintain ERP Treasury system setups, including bank accounts and templates.
Compliance and Policy Adherence: Ensure day-to-day activities comply with internal controls, policies, and procedures.
Strategic Contributions: Recommend cash management policies and contribute to global cash management strategies.
Bank Relations: Maintain and manage relationships with banking partners, evaluate new banking products, and coordinate communications.
Process Automation: Identify opportunities to enhance automation in Treasury-related accounting processes, improving efficiency while maintaining quality and controls.
Senior Treasury Analyst Qualifications:
Bachelor’s, Master’s, or advanced degree in Business Administration, Finance, Accounting, or related fields from an accredited institution required.
Certified Treasury Professional (CTP) designation preferred.
A minimum of 3 years of accounting-related experience and 2 years in a corporate Treasury role
Perks: Rapid growth, PE/VC backed company – GREAT time to “get in” at the early stages High Visibility and Collaboration with leadership who have proven success in scalable, high-growth companies “Super laid back. Bonuses are phenomenal!” “Culture and benefits are great. There are no cons that I can think of.”
Job Summary: Responsibilities include the preparation of month-end close / GL accounting transactions, which include: cost allocation, monthly revenue, fixed assets, debt, and derivatives.
Responsibilities:
Manage the fixed asset and WIP subledgers including running and verifying depreciation
Setup, monitor and account for reimbursable construction projects
Develop and manage capital accrual process; develop and review monthly capital reporting schedules
Track asset capitalization and coordinate with fixed asset accounting for timely capitalization of completed projects.
Review and process construction invoices, change orders, retainage, and progress billings.
Maintain and reconcile right of way lease and land purchases monthly
Manage monthly and annual close of income statement and balance sheet
Review monthly balance sheet reconciliations and perform initial review of G/L
Education:
Bachelor’s degree in Accounting, Finance, or Business Administration
CPA or CPA eligible preferred
3-5 years relevant work experience public accounting/industry mix or industry experience in construction or energy
Experience with fixed asset accounting
Experienced in accounting and reporting for M&A and/or multi-entity companies
As we move through the summer of 2025, I’m excited to share the latest insights on the U.S. and Houston economies. Both are demonstrating resilience with steady growth, despite some challenges posed by trade policies. Houston continues to shine as a hub of opportunity, and I’m eager to dive into what’s driving our region forward.
National Economic Update The U.S. economy added approximately 2.1 million jobs in the 12 months ending May 2025, a strong performance despite slightly slower growth than last year. The unemployment rate remained steady at 4.2% in May, reflecting a robust job market even with some trade-related headwinds.
What’s Happening in HoustonUnemployment Rate: Houston’s unemployment rate stood at 3.9% in May 2025, down from 4.2% in March. Labor Participation Rate: We’re holding at 62.7% in May 2025, a modest increase from 62.5% last year, though below the 1997 peak of 68%. Price of Oil: West Texas Intermediate crude reached $72.07 per barrel in mid-June 2025. PMI: The U.S. manufacturing PMI was 48.5 in May 2025, with Houston’s PMI estimated at 49.0. We’re close to the 50 mark that signals growth, and optimism remains high.
Houston Job Market Outlook The Greater Houston Partnership forecasts 71,200 new jobs for 2025, driven by healthcare, construction, professional services, government, and hospitality. Despite a slower start, Houston is poised to reach a record 3.5 million payroll jobs by year-end, fueled by our economic diversity and steady influx of new residents. That’s the update for Q2! I’ll continue monitoring these trends and their impact on you and your industry for Q3. Have questions or topics you’d like me to explore? Please reach out—I’d love to hear from you!
Stay connected with me on LinkedIn for further updates and insights. I welcome all connection requests: Lets Link In!
Compound Growth: The Quiet Power of Intentional Career Moves
No one teaches you how to think long-term when you’re grinding through quarter-end reporting or navigating yet another round of compliance updates. But for accounting and finance professionals who want more than just to survive another fiscal year, having a real professional development plan is the difference between coasting on credentials and shaping a career that evolves with you. And no, this isn’t about ticking off another CPE course for the sake of it—it’s about designing a framework that plays to your strengths, stretches your limits, and keeps you relevant in a space that doesn’t stop shifting.
Craft a Vision That Anchors You
If you don’t know where you want to go, you’ll end up wherever the current takes you. In this field, it’s easy to default to safe paths—more titles, bigger clients, or deeper technical specialization. But a meaningful plan starts with clarity. Not about the job title you want next year, but about what kind of work makes you feel competent, challenged, and proud. Maybe it’s becoming a CFO who mentors emerging analysts. Maybe it’s stepping out of corporate into advisory for small businesses. Vision brings cohesion to the chaos, helping you filter out what’s noise and what’s growth.
Organize the Back Office of Your Career
The behind-the-scenes maintenance of your professional development plan is just as important as the planning itself, and going digital makes everything smoother. Keep copies of certifications, goal sheets, mentor notes, and performance reviews stored in a cloud folder you can access from anywhere, especially when those spur-of-the-moment opportunities arise. Editing PDF documents, though, can be frustrating and time-consuming when you need to make quick updates. If you’re looking for a smoother workflow, consider this alternative: simply upload your PDF, convert the file, start working in Word, and then save as PDF when you’ve finished your edits.
Double Down on Your Learning Habits
The pros who thrive long-term? They treat learning like a muscle group they can’t afford to ignore. In accounting and finance, the baseline is always moving. Tax codes shift. Software evolves. Risk landscapes change. Carve out space to study—not reactively, but strategically. Subscribe to niche newsletters, attend webinars not just for CPEs but for curiosity, or join peer forums where insights go beyond textbooks. When you prioritize continuous learning, you stop just catching up—you start forecasting your next edge.
Audit Your Network with Intention
You already know networking matters, but most of us only dust off our contacts when we’re job hunting. Instead, treat your professional relationships like a portfolio—diversify and manage it actively. Keep in touch with former colleagues, attend finance meetups, and show up to industry panels even when you’re not looking for anything. Strong networks don’t just connect you to opportunities—they expose you to new ways of thinking, give you fresh reads on the market, and sometimes offer the encouragement you didn’t realize you needed.
Work With a Talent Connector Who Gets It
If you’ve ever rolled your eyes at a recruiter’s generic pitch, you’re not alone. But working with someone who really understands the field—like Diane Delgado Lemaire—is a different story entirely. She doesn’t just find jobs; she helps finance professionals refine their brand, articulate their value, and connect with roles that reflect who they are and who they’re becoming. A recruiter who’s also a talent connector can help you shape a trajectory, not just fill a role. They see where your resume shines and where your story needs depth. For professionals in the finance space, especially those eyeing pivotal transitions, this partnership can accelerate the right kind of momentum.
Make Room for Micro-Pivots
Too many people think of career change as some massive leap, but the real magic often happens in micro-pivots. These are the tiny, strategic adjustments you make without burning the whole house down. Maybe it’s shifting from audit to advisory within your firm. Maybe it’s taking on a fintech client even if you’ve always done healthcare. Maybe it’s experimenting with data visualization tools instead of sticking to your go-to spreadsheet templates. These small moves help you adapt and test your way forward—no dramatic exit required.
Track Progress Like You Track Financials
You know the value of metrics in your day job—so why not apply the same discipline to your own growth? Set quarterly check-ins with yourself. Are you building the skills you planned for? Did you attend that leadership seminar you bookmarked? Have you written anything that positions you as a thought leader in your niche? A spreadsheet or journal is fine, but the act of reflecting—and adjusting—gives your plan weight. Otherwise, it’s just a wish list.
Don’t Sleep on Soft Skills
In a profession that loves precision, it’s easy to underrate the power of communication, storytelling, and emotional intelligence. But the higher you go, the more these skills make the difference. Can you explain a complex financial shift to a non-finance board member? Can you lead a team through change without losing morale? Can you advocate for budget priorities without sounding like a broken record? These abilities aren’t “nice to have.” They’re your competitive advantage in rooms where numbers alone won’t carry the day.
Design Rest Into the Rhythm
It might sound counterintuitive, but one of the most overlooked strategies in professional development is knowing when to pause. Not everything productive looks like forward motion. Sometimes growth is in stepping back, recalibrating, or protecting your bandwidth from burnout. Your best ideas will often come during the quiet stretches—on a walk, in the shower, or during an off-season lull. Make space for those moments. They’re part of the plan too.
Careers in accounting and finance aren’t meant to be static spreadsheets—they’re living documents that evolve as your priorities, industries, and talents shift. A thoughtful professional development plan isn’t about rigid goals or endless certifications. It’s about building a sustainable path that adapts with you, not just to the market. So if it’s been a while since you looked up from the ledger and asked, “What’s next for me?”—consider this your cue. You don’t have to leap. But you do have to look.
Discover top financial and accounting opportunities in Houston with Diane Delgado Lemaire, your trusted F&A recruiter and talent connector!
Senior Real Estate Accountant Salary: $90k – $95k w/ bonus
Why This Opportunity Stands Out:
Starting 3 weeks PTO and health insurance starting Day ONE!!!
Strong company culture with quarterly team outings!
Hybrid Schedule – 3/2 schedule with BEAUTIFUL office space in the heart of Houston!
Career development opportunities!
Senior Real Estate Accountant Key Responsibilities:
Project Support: Assist project managers and teams with cost control and execution to ensure projects are delivered on time and within budget.
Budget Tracking & Analysis: Track, analyze, and report on project budgets, actuals, and forecasts to support effective financial oversight.
Cost Control Management: Maintain and update cost control budgets using the Work Breakdown Structure (WBS) to reflect real-time project changes.
Month-End Close Support: Contribute to the month-end close process by ensuring all project cost data is accurate, complete, and properly recorded for reporting.
Financial Reporting & Reconciliation: Prepare cost reports, identify variances between actuals and forecasts, and support project-related financial decision-making.
Senior Real Estate Accountant Qualifications:
Three years of public accounting experience or 4 years of professional accounting experience
Internal Career Growth – this organization prioritizes promoting from within, offering clear pathways for advancement and long-term career development.
Award-Winning Excellence – recognized several consecutive years celebrating the fastest-growing alumni-led businesses.
Work-Life Balance – this organization understands the importance of balance and strive to provide flexible scheduling options to support employees’ well-being.
Modern Tools & Technology – Utilize up-to-date systems and platforms designed to enhance efficiency and innovation in your role
Key Responsibilities of the Senior Accountant:
Reconcile complex payroll tax liability accounts using data from tax platforms and internal systems.
Manage reconciliation and variance resolution for several bank accounts.
Collaborate cross-functionally to investigate and resolve discrepancies across accounting and payroll systems.
Support quarterly and year-end close processes, including audit preparation and documentation.
Prepare, review, and record accounting entries such as accruals, deferrals, and reclasses.
Contribute to continuous improvement by developing or enhancing accounting procedures and processes.
Qualifications of the Senior Accountant:
Bachelor’s degree in Accounting, Finance, or a related field is required.
Minimum of 3 years’ experience in a Staff or Senior Accountant position.
Experience with accounting software such as Microsoft Dynamics (Great Plains), Oracle, Sage, or similar.
Fortune 500 company with multiple locations throughout the US.
They are known from promoting from within! If you are looking to become a Controller within the next few years this is the role for you!
Excellent tenure throughout the organization!
Great benefits including tuition reimbursement, reimbursement for health and wellness, and 23 days PTO.
Key Responsibilities:
Assists with the preparation of monthly financial reports, cash flow projection updates and forecasts
Verifies accuracy of journal entries and accounting classifications in accordance with GAAP and Company policies
Coordinates accounting matters with other departments within the division
Prepares operating budgets for multiple functional departments and assists them with budgeting and coding of expenditures
Coordinates work efforts with National Shared Services
Prepares and reviews supporting documentation for transactions and general ledger balances in compliance with Company policy and Sarbanes-Oxley documentation requirements
Qualifications:
CPA certified or actively pursuing CPA.
3 – 5 years of accounting experience. Preferrable in public and/or corporate accounting.
Excellent verbal and written communication skills.
Hybrid (San Antonio, TX – Downtown Office) Salary: $80,000–$95,000 DOE
A unique opportunity to step into a high-impact role supporting a major ERP rollout while setting the stage for long-term growth within an innovative and global company.
Why This Role is Worth a Look- Implementation Accountant
Hybrid schedule (2 days AT HOME!)
Be part of a global live event and venue management company
Contribute directly to a high-visibility ERP rollout (Microsoft D365)
Gain cross-functional experience and grow alongside a supportive CFO
Long-term opportunity to transition into a traditional Senior Accountant role post-implementation
Collaborative, energetic, and forward-thinking team environment
What We’re Looking For in the Implementation Accountant
Bachelor’s degree in Accounting
5–7 years of GL accounting experience
Exposure to ERP implementations is a plus—D365 experience is highly preferred
Responsibilities of the Implementation Accountant
ERP Implementation Phase:
Assist with the US rollout of Microsoft D365 (currently in the design phase)
Support data migration and system setup
Help build and format templates to convert legacy data from NVision
Act as a point person for local team coordination and issue resolution
Post-Implementation:
Take ownership of core general ledger responsibilities
Contribute to monthly close, journal entries, and reconciliations
Assist with internal reporting and process improvement initiatives
Our client is a global leader in high-profile litigation advisory, consulting, and investment services. They are in growth mode and average 4 acquisitions each year! We are looking to add a Senior Financial Analyst to the FP&A team.
Perks:
Compensation: $94k – $105k
100% Remote
High Visibility. Innovative and Collaborative.
Rapid Professional Growth
About:
The Senior Financial Analyst is responsible for performing detailed financial analysis and providing insights that contribute to the Company’s financial decision-making process.
Senior Financial Analyst Key Responsibilities:
• Conduct in-depth financial analysis, including budgeting, forecasting, and performance tracking for Corporate Development and M&A teams.
• Prepare comprehensive financial reports, presentations, and dashboards for senior management with insights into the Company’s financial health, profitability, and areas for improvement.
• Assist in the development of financial models for various scenarios to support Corporate Development’s strategic planning.
• Provide ad hoc financial analysis and reporting, as needed.
Senior Financial Analyst Qualifications:
Bachelor’s degree in Finance, Accounting
3-5 years’ experience as a Financial Analyst or similar role, with a focus on financial planning, analysis, and reporting.
Proficiency in financial modeling, data analysis, and advanced Excel skills.
Strong understanding of financial statements, performance metrics, and key financial ratios.
Excellent analytical, problem-solving, and critical-thinking skills.
Are you a detail-oriented, strategic thinker with a passion for supply chain and vendor management? Join our team as a Procurement Specialist and play a critical role in ensuring timely and efficient procurement of raw materials to support project execution and customer satisfaction.
Why You’ll Love this Procurement Specialist Role:
Stability & Culture
Exceptional employee tenure across all departments—people come here and stay.
Supportive leadership and a collaborative, team-first environment.
Work-Life Balance
We believe in high performance without burnout. You’ll enjoy a manageable workload and flexible support when life happens.
Growth & Opportunity
Exposure to cross-functional teams and room to grow within a well-structured procurement and supply chain department.
Perks & Benefits
Competitive salary
Comprehensive health, dental, and vision insurance
Company-sponsored events and team-building activities
Procurement Specialist Responsibilities:
Execute daily planning and procurement of raw materials using QuickBooks.
Create and issue accurate purchase orders from approved requisitions, ensuring compliance with pricing, terms, and purchasing procedures.
Ensure project schedules align with contract requirements and USSI standards.
Communicate effectively with suppliers and internal teams on requirements, expectations, and delivery terms.
Track and report key procurement metrics, including supplier performance, rebate program compliance, and cost savings.
Proactively manage orders, negotiate supplier lead times, and drive on-time delivery.
Conduct regular performance reviews with key suppliers to ensure continued success and business continuity.
Develop and maintain strong supplier relationships while identifying strategic sourcing and consolidation opportunities.
Houston's F&A Recruiter and Talent Connector 