22 Cfo jobs in Dallas

Responsible for being the strategic accounting and finance business partner for division executive team and retail senior vice presidents (SVPs) for select retail divisions. Serve as the primary financial liaison between General Office and retail divisions, responsible for ensuring alignment and two-way communication on financial results, business plans and key strategic initiatives while ensuring compliance with all accounting and company policies/procedures. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety. Minimum
- Bachelor's Degree
- Any experience identifying, sharing and implementing best practices
- 10+ years of experience in account/finance
- Proficient in Microsoft Office
- Ability to work in relational databases and/or data visualization software (i.e., Essbase, Tableau, PowerBi)
- Knowledge and experience of applying Generally Accepted Accounting Principles (GAAP)
- Understanding of how business decisions affect the financial statements
- Strong problem solving and organizational skills
- Proven ability to prioritize and work on multiple projects
- Strong analytical skills
- Excellent oral/written communication skills

Desired
- Master's Degree
- CPA Certified Public Accountant- Engage division executives and retail SVPs on financial performance of respective divisions; advise them of implications of past/forecasted results; collaborate on opportunities to meet or exceed financial plan
- Own forecast accuracy; engage division executives and retail SVPs on drivers of forecasted results
- Review and provide feedback on financial lines within annual business plan
- Review annual business plan with division executives and retail SVPs; ensure reasonableness of overall plan
- Review P&L line level detail during closing week; analyze financial reports to identify trends, discrepancies and opportunities
- Coordinate period and quarter reporting on financial results for division executives and retail SVPs
- Collaborate with division executives, retail SVPs and corporate Real Estate on store review, selection and prioritization for capital allocation, new, expanded, remodeled or closed stores based on financial model and data
- Track and reconcile annual capital spend for respective divisions
- Evaluate division financial statements for inconsistencies with generally accepted accounting principles and corporate accounting policies; communicate exceptions to Accounting Center/corporate controller
- Collaborate with other regional CFOs and corporate Accounting teams to identify, share and implement best practices consistently across all retail divisions
- Maintain control environment that supports complete/accurate financial reporting, including support/execution of division controls identified as key purposes of Sarbanes-Oxley
- Support divisions with mentoring, training and developing division finance team
- Travel up to 50% to Cincinnati and supported divisions outside of home geography
- Must be able to perform the essential job functions of this position with or without reasonable accommodation

The Practice Management Consultant is responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.

The PMC supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. You will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors.

As the Practice Management Consultant on the J.P. Morgan Wealth Management Field Effectiveness Team, you will have a unique opportunity to engage with Advisors and Leadership and be able to determine regional goals in partnership with a regional operating committee. The PMC will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help regions and divisions achieve strong business results.

Job Responsibilities:

• Deliver key practice management concepts and tools to financial advisors and field leadership
• Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
• Lead advisors in a Goals-Based Approach to Investing
• Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
• Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals
• Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
• Become a subject matter expert on the Practice Management tools, products and capabilities - specifically Wealth Plan (WP) and client relationship system
• Build out useful advisor content and drive adoption of goals-based advice initiatives
• Deliver both one on one and workshop based presentations and training

Required qualifications, capabilities, and skills:

• 5+ years broad business and sales experience in the wealth management industry
• Proven leadership experience and ability to effectively partner with others
• Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
• Foundational knowledge in a goals-based approach to investing
• Deep investment and product knowledge, and the ability to articulate complex investment ideas
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
• Exceptional written skills and strong executive communications experience
• Strong presentation skills and ability to coach advisors to present effectively - namely related to the financial plan and investment solutions
• Series 7, Series 66 required

Preferred qualifications, capabilities, and skills:

• CFP preferred
• Previous Advisor experience preferred

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Specialty/Competency:** Corporate and Business Strategy
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 80%
At PwC, our people in strategy consulting focus on providing strategic guidance and insights to organisations. They analyse market trends, assess business performance, and develop recommendations to help clients achieve their goals. These individuals work closely with clients to identify opportunities for growth, optimise operations, and enhance overall business performance.
As a corporate and business strategy consultant at PwC, you will analyse client needs, provide consulting services across different strategic areas, and offer guidance and support to help clients develop and implement effective strategies that align with their business objectives and drive growth.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Strategy Consulting team, you help companies define and evaluate corporate and business unit strategies and resource portfolios. As a Manager, you lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for project success and maintaining elevated standards, while enhancing your leadership style to motivate, develop, and inspire others to deliver quality.
Responsibilities
- Lead the development and execution of strategic initiatives
- Guide teams in evaluating corporate and business unit strategies
- Manage client relationships and deliver exceptional service
- Mentor junior staff to enhance their professional growth
- Drive project success through thoughtful planning and oversight
- Inspire and motivate teams to achieve excellence
- Uphold the firm's standards and principles in every engagement
- Identify opportunities for business growth and innovation
What You Must Have
- Bachelor's Degree
- 5 years of experience with a minimum of 7 years of strategy or industry consulting experience
What Sets You Apart
- Master of Business Administration preferred
- In-depth knowledge in Financial Services industry
- Proficiency in corporate and business unit strategies
- Building and maintaining client relationships
- Managing teams and multiple work streams
- Utilizing foundational thinking and analytical approaches
- Designing and conducting market research
- Communicating effectively with senior audiences
- Demonstrating executive presence and trusted advisor status
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $232,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

Our client, a top-tier management consultancy, is seeking an experienced Senior Strategy Consultant with a deep specialization in Financial Services to join their dynamic team in **Dallas, Texas, US**. This hybrid role requires a strategic thinker who can guide financial institutions through complex market challenges and opportunities. You will lead client engagements focused on developing and implementing innovative business strategies, operational improvements, and digital transformations. Your expertise will be crucial in advising clients on areas such as market entry, competitive positioning, M&A integration, regulatory compliance, and customer experience enhancement. The ideal candidate possesses a strong understanding of the banking, insurance, or capital markets sectors, coupled with exceptional analytical, problem-solving, and communication skills. You will be responsible for managing project teams, conducting rigorous analysis, developing data-driven recommendations, and building strong, trusted relationships with senior client executives. This position demands a proactive approach, intellectual curiosity, and the ability to deliver impactful solutions in a fast-paced consulting environment. While the role is based in Dallas, some travel may be required for client needs.

Key Responsibilities:

• Lead client engagements focused on strategy formulation and execution within the financial services industry.
• Conduct comprehensive market analysis, competitive intelligence, and trend assessments.
• Develop data-driven strategic recommendations and business cases for clients.
• Manage project teams, ensuring high-quality deliverables and client satisfaction.
• Advise senior executives on critical business decisions, including digital transformation, risk management, and growth initiatives.
• Facilitate workshops and collaborate with client stakeholders to drive consensus and change.
• Contribute to business development activities, including proposal development and client relationship management.
• Stay abreast of industry regulations, technological advancements, and emerging trends affecting financial institutions.
• Mentor and develop junior consultants.

Qualifications:

• MBA or advanced degree in Finance, Economics, Business, or a related field from a top-tier institution.
• Minimum of 7 years of experience in management consulting or strategic roles within the financial services industry.
• Proven track record of successfully leading complex strategy projects for financial institutions.
• Deep understanding of banking, insurance, or capital markets operations and strategy.
• Exceptional analytical, quantitative, and problem-solving skills.
• Outstanding communication, presentation, and interpersonal abilities.
• Experience with financial modeling and market analysis tools.
• Ability to travel as needed for client engagements.

Our client is looking for a highly experienced and dedicated Chief Sanitation Officer to oversee all cleaning and sanitation operations within their facilities. This critical role is responsible for developing, implementing, and enforcing comprehensive sanitation protocols and procedures to ensure a safe, healthy, and compliant environment. You will lead a team of sanitation specialists, manage budgets, and procure necessary supplies and equipment. Key responsibilities include conducting regular inspections, identifying potential risks, developing corrective action plans, and ensuring adherence to all relevant health and safety regulations. The ideal candidate will possess a strong background in industrial hygiene, environmental health, or a related field, with extensive experience in sanitation management. Excellent leadership, communication, and organizational skills are essential. You should be proficient in risk assessment, regulatory compliance, and staff training. This position requires a meticulous attention to detail and a proactive approach to maintaining the highest standards of cleanliness. You will work closely with department heads to integrate sanitation practices into all operational areas. This is a hands-on role requiring significant on-site presence at our Dallas, Texas, US locations to effectively manage and monitor operations. A commitment to maintaining impeccable standards of hygiene and public health is paramount.

Our client, a rapidly growing leader in the insurance sector, is seeking a strategic and visionary Chief Underwriting Officer to lead their underwriting operations from Dallas, Texas, US . This senior executive role will be responsible for developing and implementing underwriting strategies, managing risk appetite, and ensuring the profitable growth of the company's portfolio. The ideal candidate will possess extensive experience in insurance underwriting, a deep understanding of actuarial principles, and strong leadership capabilities. You will drive innovation in underwriting practices and foster a culture of excellence within the team.

Responsibilities:

• Develop, implement, and oversee the company's overall underwriting strategy and policies.
• Define and manage the company's risk appetite across all lines of business.
• Ensure profitable growth by establishing appropriate pricing, terms, and conditions for insurance policies.
• Lead and mentor the underwriting department, including underwriting managers and staff.
• Monitor market trends, competitive landscape, and regulatory changes to inform underwriting decisions.
• Collaborate with actuarial, claims, and sales departments to ensure alignment and effective risk management.
• Develop and implement underwriting guidelines, procedures, and best practices.
• Analyze portfolio performance, identify areas for improvement, and implement corrective actions.
• Oversee the selection and development of new underwriting tools and technologies.
• Represent the company in industry forums and with regulatory bodies as needed.

Qualifications:

• Bachelor's degree in Finance, Economics, Business Administration, Actuarial Science, or a related field. An MBA or relevant professional designation (e.g., CPCU, FLMI) is highly preferred.
• 15+ years of progressive experience in the insurance industry, with a significant focus on underwriting leadership.
• Proven track record of successfully managing underwriting operations and driving profitable growth in a complex insurance environment.
• In-depth knowledge of various insurance lines of business, underwriting principles, and risk management techniques.
• Strong understanding of actuarial concepts and financial modeling.
• Exceptional leadership, strategic thinking, and decision-making skills.
• Excellent analytical, problem-solving, and negotiation abilities.
• Superior communication and presentation skills, with the ability to influence stakeholders at all levels.
• Experience with insurance technology platforms and data analytics.

This hybrid role requires regular presence in our Dallas, Texas office, with flexibility for remote work on designated days. You will have the opportunity to shape the future of our client's underwriting division in the vibrant city of Dallas, Texas, US .

**Specialty/Competency:** Assurance
**Industry/Sector:** FS X-Sector
**Time Type:** Full time
**Travel Requirements:** Up to 60%
At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.
As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Analyse and identify the linkages and interactions between the component parts of an entire system.
+ Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
+ Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
+ Develop skills outside your comfort zone, and encourage others to do the same.
+ Effectively mentor others.
+ Use the review of work as an opportunity to deepen the expertise of team members.
+ Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
+ Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Markets Business Advisory team you are expected to conduct research and perform analyzes of real estate-related client, industry, and financial matters. As a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive client engagement workstreams by solving and analyzing complex problems to develop top-notch deliverables. You are responsible for utilizing problem-solving skills and various software packages to deliver results.
Responsibilities
- Conduct research and perform analyzes of real estate-related matters
- Utilize problem-solving skills and various software packages
- Supervise, develop, and coach teams
- Manage client service accounts and drive engagement workstreams
- Solve and analyze complex problems to develop premium deliverables
- Cultivate meaningful client relationships
- Inspire and motivate team members
- Assure project success and maintain premium standards
What You Must Have
- Bachelor's Degree in Real Estate
- 5 years of experience
What Sets You Apart
- Master's Degree in Real Estate preferred
- Working knowledge of Real Estate operations and finance concepts
- Analyzing Real Estate market transaction and participant data
- Utilizing cost, market, and income valuation methods
- Consulting on Real Estate transactions, finance, and financial reporting
- Valuation experience with mortgage debt, CMBS, and other Real Estate instruments
- Conducting research and performing analyzes of Real Estate market data
- Preparing Real Estate valuation analyzes using acceptable methods
- Certification(s) Preferred: MAI, CPA, CCIM, and/or CFA
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $99,000 - $297,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

Our client is seeking a transformative Chief Operations Officer (COO) to lead their operational strategy and execution. This is a fully remote, executive-level position, offering a unique opportunity to shape the future of a growing organization from anywhere, with key operational oversight for their base in Dallas, Texas, US . As COO, you will be responsible for overseeing the day-to-day administrative and operational functions of the company, ensuring that company objectives are achieved efficiently and effectively. Your role will involve developing and implementing strategic plans, optimizing operational processes, and managing cross-functional teams to drive growth and profitability. Key responsibilities include P&L management, strategic planning, resource allocation, and performance management. You will also be tasked with fostering a high-performance culture, leading operational innovation, and ensuring seamless execution across all departments. The ideal candidate will possess exceptional leadership qualities, a deep understanding of business operations, and a proven track record of success in managing complex organizations. Strong financial acumen, strategic thinking abilities, and excellent communication and interpersonal skills are essential. This is a critical leadership role for an ambitious executive ready to make a significant impact in a remote-first environment. Our client is committed to building a strong, agile, and innovative company, and the COO will be instrumental in realizing this vision. You will collaborate closely with the CEO and the executive leadership team to drive strategic initiatives and ensure operational excellence.

Qualifications:

• MBA or advanced degree in Business Administration or a related field.
• 15+ years of progressive leadership experience in operations management, with a proven track record as a COO or in a similar senior executive role.
• Demonstrated success in developing and executing strategic business plans.
• Extensive experience in P&L management, financial analysis, and operational efficiency.
• Exceptional leadership, team-building, and communication skills.
• Strong understanding of business processes, technology, and market dynamics.
• Ability to drive change and manage complex organizational transformations.
• Experience in scaling businesses and optimizing operational performance.
• Proven ability to thrive in a remote, high-pressure executive environment.