61 Corporate Finance jobs in Dallas County
Director, Corporate Finance and Treasury
75219 Dallas, Texas
American Airlines
Posted today
Job Viewed
Job Description
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
The Director, Corporate Finance and Treasury role, reporting to the Managing Director Corporate Finance & Treasury, leads the Financing Transaction team. The role participates in the development and execution of Treasury's broader capital structure policy and rating agency strategy and assists in developing recommendations to senior management and the board of directors and manages the relationships with revolving credit facility partners. The role will lead and contribute towards the analysis, sourcing, negotiation, and execution of transactions that provide favorable financing to meet the Company's capital needs, including but not limited to term loans, revolving credit facilities, secured/unsecured bonds, airport special facility bonds, and aircraft financing.
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Lead transactions including term loans, revolving credit facilities, secured/unsecured bonds, airport special facility bonds, aircraft financings, and other special projects, as needed
+ Serve as the day-to-day point person for communication with investment banks, lenders and revolving credit facility participants
+ Participate in rating agency interactions, preparation of presentation materials, and fielding inquiries
+ Continuously monitor activity and trading levels in all financing markets in which American participates or may participate, and actively investigate capital markets and corporate finance activities of other issuers, continually seeking to identify market opportunities, potential new investors, and corporate finance best practices
+ Support related Treasury department functions, including banking, debt management and compliance, insurance and asset management as well as certain other Company stakeholders with timely, accurate, complete, and relevant information
+ Collaborate with Investor Relations and represent the Company at debt investor conferences and other industry events
+ Demonstrate departmental leadership by seeking opportunities to engage lower-level team members by actively including them as owners on projects, and by coaching, mentoring, and serving as a role model in all respects
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Demonstrates the highest level of ethics and integrity
+ Bachelor's degree in relevant field or equivalent experience/training;
+ 7 years of leadership experience, including experience managing managers
**Preferred Qualifications- Education & Prior Job Experience**
+ Master's degree (MBA)
+ 5 years of experience financing capital equipment; airline/ aircraft finance experience strongly preferred
**Skills, Licenses & Certifications**
+ Fundamental understanding of corporate finance and how strategic initiatives and financial plans impact the Company's financial statements, obligations, and covenants
+ Seasoned deal maker with strong understanding of debt capital markets, bank markets, private placements, and the leasing market; strong knowledge of key financing terms and conditions
+ Track record for driving negotiations both internally and externally, including those that may be long and/or difficult
+ Solid judgment and demonstrated ability to develop new and creative solutions to resolve transaction roadblocks
+ Advanced analytical and financial modeling skills, including a proficiency in MS Office suite of applications
+ Ability to influence through outstanding interpersonal and collaboration skills
+ Ability to demonstrate time management, multi-tasking, and organizational skills
+ Ability to thrive under pressure in a fast-paced, changing, and complex environment
+ Excellent verbal and written communication skills, with ability to effectively and clearly communicate a strategic and tactical vision to all levels within the organization, as well as with external agencies and business partners
+ Ability to coach, mentor, and serve as a role model for all Treasury team members
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
The Director, Corporate Finance and Treasury role, reporting to the Managing Director Corporate Finance & Treasury, leads the Financing Transaction team. The role participates in the development and execution of Treasury's broader capital structure policy and rating agency strategy and assists in developing recommendations to senior management and the board of directors and manages the relationships with revolving credit facility partners. The role will lead and contribute towards the analysis, sourcing, negotiation, and execution of transactions that provide favorable financing to meet the Company's capital needs, including but not limited to term loans, revolving credit facilities, secured/unsecured bonds, airport special facility bonds, and aircraft financing.
**What you'll do**
_As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._
+ Lead transactions including term loans, revolving credit facilities, secured/unsecured bonds, airport special facility bonds, aircraft financings, and other special projects, as needed
+ Serve as the day-to-day point person for communication with investment banks, lenders and revolving credit facility participants
+ Participate in rating agency interactions, preparation of presentation materials, and fielding inquiries
+ Continuously monitor activity and trading levels in all financing markets in which American participates or may participate, and actively investigate capital markets and corporate finance activities of other issuers, continually seeking to identify market opportunities, potential new investors, and corporate finance best practices
+ Support related Treasury department functions, including banking, debt management and compliance, insurance and asset management as well as certain other Company stakeholders with timely, accurate, complete, and relevant information
+ Collaborate with Investor Relations and represent the Company at debt investor conferences and other industry events
+ Demonstrate departmental leadership by seeking opportunities to engage lower-level team members by actively including them as owners on projects, and by coaching, mentoring, and serving as a role model in all respects
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Demonstrates the highest level of ethics and integrity
+ Bachelor's degree in relevant field or equivalent experience/training;
+ 7 years of leadership experience, including experience managing managers
**Preferred Qualifications- Education & Prior Job Experience**
+ Master's degree (MBA)
+ 5 years of experience financing capital equipment; airline/ aircraft finance experience strongly preferred
**Skills, Licenses & Certifications**
+ Fundamental understanding of corporate finance and how strategic initiatives and financial plans impact the Company's financial statements, obligations, and covenants
+ Seasoned deal maker with strong understanding of debt capital markets, bank markets, private placements, and the leasing market; strong knowledge of key financing terms and conditions
+ Track record for driving negotiations both internally and externally, including those that may be long and/or difficult
+ Solid judgment and demonstrated ability to develop new and creative solutions to resolve transaction roadblocks
+ Advanced analytical and financial modeling skills, including a proficiency in MS Office suite of applications
+ Ability to influence through outstanding interpersonal and collaboration skills
+ Ability to demonstrate time management, multi-tasking, and organizational skills
+ Ability to thrive under pressure in a fast-paced, changing, and complex environment
+ Excellent verbal and written communication skills, with ability to effectively and clearly communicate a strategic and tactical vision to all levels within the organization, as well as with external agencies and business partners
+ Ability to coach, mentor, and serve as a role model for all Treasury team members
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
View Now
0
Sr. Corporate Finance Manager, Ventures
75219 Dallas, Texas
American Heart Association
Posted 3 days ago
Job Viewed
Job Description
**Overview**
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association (AHA) is thrilled to have an outstanding opportunity for a **Sr. Corporate Finance Manager, AHA Ventures** at our **National Center office in Dallas, TX** . This position is hybrid with 2- 3 days in office per week.
**About AHA Ventures:**
AHA Ventures extends the American Heart Association's mission by investing in scalable solutions that create a meaningful impact on public health. Key initiatives include:
+ **Social Impact Funds:** Supporting businesses that address social determinants of health through impact venture capital investments, loans, and grants in areas such as healthcare access, food insecurity, and economic empowerment.
+ **Go Red for Women Venture Fund:** Funding innovation in women's health through mission-aligned venture capital investments in science-based companies and products.
+ **Studio Red:** Incubating mission-aligned ventures and enterprises to further the Association's mission of being a relentless force for longer, healthier lives.
The **Sr. Corporate Finance Manager** is the strategic lead for day-to-day financial operations across the American Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity assessments. The ideal candidate brings a unique combination of strategic insight, financial acumen, and cross-functional collaboration to deliver impact across mission-driven initiatives.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.
#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
**Responsibilities**
**Planning, Budgeting & Reporting**
+ Lead the annual budgeting process and multi-year strategic financial planning for each business unit.
+ Consolidate inputs from leadership teams, validate assumptions, and present comprehensive, executive-ready budget materials and recommendations.
+ Prepare and analyze monthly operational financial reports, including variance analysis, cash position assessments, and trend analysis.
**Operational Finance Leadership**
+ Establish and execute core financial procedures (e.g., AR aging, PO management, deal tracking, documentation, cash monitoring.
+ Champion process improvement strategies to improve efficiency and reduce costs within operational and finance functions.
+ Act as liaison between business leaders and shared services (Finance, Accounting, Tax, Reporting, Transaction Services) to ensure alignment and timely execution.
**Strategic Finance & Business Advisory**
+ Serve as the primary financial and operational partner to business unit leaders (Chief, EVP, SVP, VP), offering strategic insights, actionable guidance, and scenario-based financial modeling.
+ Develop and monitor key performance indicators (KPIs), cash flow forecasts, and business plans to support long-term objectives.
+ Translate financial data into meaningful narratives to support executive decision-making.
**Support Transaction Services & Investment Oversight**
+ Support mission-aligned venture transactions by conducting due diligence, market research, valuation modeling, and strategic implementation.
+ Assist in investment performance reporting for venture capital and venture studio portfolios, including software management, return analysis, and compliance monitoring.
**Qualifications**
+ Bachelor's degree in Business Administration, Finance or Accounting
+ 5 years or more of progressive experience in finance and accounting with:
+ Financial modeling, variance analysis, budgeting, and reporting
+ Building complex pro forma statements and scenario analyses
+ Advanced Microsoft Excel use
+ Working across multiple departments and executive levels
+ Process improvement and project management
+ Strong analytical skills with ability to translate data into executive-level narratives
+ Proactive problem-solving in undefined environments; ability to create novel solutions
+ Excellent communication and presentation abilities across all levels, including C-suite
+ Skilled at navigating cross-functional relationships and managing complex projects
+ Proficiency with ERP systems (Oracle Cloud preferred), Carta, and similar platforms
+ Strong sense of accountability, ownership, and results orientation
+ Ability to travel up to 10% nationally with overnight stay
**Preferred:**
+ CFA, CPA, MBA, or Master's in Finance
+ Financial advisory or consulting (Big Four or Mid-Tier firms preferred)
+ Venture capital, venture studios, and deal structuring
+ Nonprofit and for-profit hybrid business environments
**Compensation & Benefits**
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
+ **Compensation** - Our goal is to ensure you have a competitive base salary. That's why we regularly review the market value of jobs and make adjustments, as needed.
+ **Performance and Recognition** - You are rewarded for achieving success by merit increases and incentive programs; eligibility for an incentive program is based on the type of position.
+ **Benefits** - We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
+ **Professional Development -** You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association's national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
+ **Work-Life Harmonization -** The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
+ **Tuition Assistance** - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
The American Heart Association's 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
**At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.**
**This position not a match with your skills?** Click here to see other opportunities.
In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
#AHAIND2, #LI-Hybrid
**Join our Talent Community!**
Join our Talent Community to receive updates on new opportunities and future events.
**Default: Location : Location** _US-TX-Dallas_
**Posted Date** _2 months ago_ _(5/30/2025 3:27 PM)_
**_Requisition ID_** _2025-15671_
**_Job Category_** _Health Strategies_
**_Position Type_** _Full Time_
Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today's biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.
The American Heart Association (AHA) is thrilled to have an outstanding opportunity for a **Sr. Corporate Finance Manager, AHA Ventures** at our **National Center office in Dallas, TX** . This position is hybrid with 2- 3 days in office per week.
**About AHA Ventures:**
AHA Ventures extends the American Heart Association's mission by investing in scalable solutions that create a meaningful impact on public health. Key initiatives include:
+ **Social Impact Funds:** Supporting businesses that address social determinants of health through impact venture capital investments, loans, and grants in areas such as healthcare access, food insecurity, and economic empowerment.
+ **Go Red for Women Venture Fund:** Funding innovation in women's health through mission-aligned venture capital investments in science-based companies and products.
+ **Studio Red:** Incubating mission-aligned ventures and enterprises to further the Association's mission of being a relentless force for longer, healthier lives.
The **Sr. Corporate Finance Manager** is the strategic lead for day-to-day financial operations across the American Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational and financial reality. The role manages core financial planning, analysis, and reporting functions of the business unit, while also supporting investment oversight and transaction services through detailed modeling and opportunity assessments. The ideal candidate brings a unique combination of strategic insight, financial acumen, and cross-functional collaboration to deliver impact across mission-driven initiatives.
The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.
#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us on LinkedIn, Instagram, Facebook, X, and at heart.jobs.
**Responsibilities**
**Planning, Budgeting & Reporting**
+ Lead the annual budgeting process and multi-year strategic financial planning for each business unit.
+ Consolidate inputs from leadership teams, validate assumptions, and present comprehensive, executive-ready budget materials and recommendations.
+ Prepare and analyze monthly operational financial reports, including variance analysis, cash position assessments, and trend analysis.
**Operational Finance Leadership**
+ Establish and execute core financial procedures (e.g., AR aging, PO management, deal tracking, documentation, cash monitoring.
+ Champion process improvement strategies to improve efficiency and reduce costs within operational and finance functions.
+ Act as liaison between business leaders and shared services (Finance, Accounting, Tax, Reporting, Transaction Services) to ensure alignment and timely execution.
**Strategic Finance & Business Advisory**
+ Serve as the primary financial and operational partner to business unit leaders (Chief, EVP, SVP, VP), offering strategic insights, actionable guidance, and scenario-based financial modeling.
+ Develop and monitor key performance indicators (KPIs), cash flow forecasts, and business plans to support long-term objectives.
+ Translate financial data into meaningful narratives to support executive decision-making.
**Support Transaction Services & Investment Oversight**
+ Support mission-aligned venture transactions by conducting due diligence, market research, valuation modeling, and strategic implementation.
+ Assist in investment performance reporting for venture capital and venture studio portfolios, including software management, return analysis, and compliance monitoring.
**Qualifications**
+ Bachelor's degree in Business Administration, Finance or Accounting
+ 5 years or more of progressive experience in finance and accounting with:
+ Financial modeling, variance analysis, budgeting, and reporting
+ Building complex pro forma statements and scenario analyses
+ Advanced Microsoft Excel use
+ Working across multiple departments and executive levels
+ Process improvement and project management
+ Strong analytical skills with ability to translate data into executive-level narratives
+ Proactive problem-solving in undefined environments; ability to create novel solutions
+ Excellent communication and presentation abilities across all levels, including C-suite
+ Skilled at navigating cross-functional relationships and managing complex projects
+ Proficiency with ERP systems (Oracle Cloud preferred), Carta, and similar platforms
+ Strong sense of accountability, ownership, and results orientation
+ Ability to travel up to 10% nationally with overnight stay
**Preferred:**
+ CFA, CPA, MBA, or Master's in Finance
+ Financial advisory or consulting (Big Four or Mid-Tier firms preferred)
+ Venture capital, venture studios, and deal structuring
+ Nonprofit and for-profit hybrid business environments
**Compensation & Benefits**
The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.
+ **Compensation** - Our goal is to ensure you have a competitive base salary. That's why we regularly review the market value of jobs and make adjustments, as needed.
+ **Performance and Recognition** - You are rewarded for achieving success by merit increases and incentive programs; eligibility for an incentive program is based on the type of position.
+ **Benefits** - We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
+ **Professional Development -** You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. HeartU is the Association's national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
+ **Work-Life Harmonization -** The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
+ **Tuition Assistance** - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.
The American Heart Association's 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.
**At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.**
**This position not a match with your skills?** Click here to see other opportunities.
In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.
EOE/Protected Veterans/Persons with Disabilities
#AHAIND2, #LI-Hybrid
**Join our Talent Community!**
Join our Talent Community to receive updates on new opportunities and future events.
**Default: Location : Location** _US-TX-Dallas_
**Posted Date** _2 months ago_ _(5/30/2025 3:27 PM)_
**_Requisition ID_** _2025-15671_
**_Job Category_** _Health Strategies_
**_Position Type_** _Full Time_
View Now
1
Deloitte Corporate Finance - Investment Banking Associate
75219 Dallas, Texas
Deloitte
Posted 5 days ago
Job Viewed
Job Description
Deloitte Corporate Finance - Investment Banking Associate
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.
Role is based in Charlotte, Dallas or Chicago
Work you'll do
You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.
Associates work in a collaborative environment where real-time performance feedback is encouraged and will be given responsibilities based on performance and capability.
The team
Deloitte Corporate Finance LLC ("DCF") is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, Dallas, and Los Angeles. The firm advises on a variety of transactions for private equity groups and public and private corporations, including mergers and acquisitions and the raising of private capital. Deloitte Corporate Finance serves all major sectors out of Business and Financial Services, Consumer and Retail, General Industrials, Healthcare & Life Sciences, and Technology, Media, & Telecom industry groups. Learn more about our Corporate Finance practice
Qualifications
Required:
+ Bachelor's degree and/or Master's degree required with preferred majors including: Finance, Business Administration, Accounting, Economics, Quantitative Finance, Engineering, or a related field of study
+ 1 year of full-time experience in investment banking or M&A execution OR possession of a MBA
+ This position requires in-office presence; must reside within a commutable distance of Charlotte, Chicago, or Dallas with the ability to commute daily
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
+ MBA in Finance, Accounting, and/or Economics or related field
+ Demonstrated experience performing financial modeling and analysis in a professional setting
+ Proven experience analyzing and interpreting financial statements
+ Ability to design and provide research-based financial recommendations as well as develop actionable solutions
+ Experience working both independently and collaboratively with a team on multiple tasks and assignments
+ Superior leadership and management skills
+ Demonstrated ability to manage multiple projects simultaneously, meeting all deadlines and deliverables
+ Evidence of strong verbal and written communication skills
Information for applicants with a need for accommodation: individuals assigned and/or hired to work in Illinois, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Illinois and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,175 to $218,625.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Our middle-market investment banking practice seeks ambitious, creative, and experienced leaders who enjoy an entrepreneurial work environment and look to accelerate their professional development. Our Associate role exposes bankers to a variety of business models, transaction dynamics, and management styles through close interaction with senior bankers. As an Investment Banking Associate, you will coordinate the activities of the various members of the Deloitte Corporate Finance transaction team (and often those of other Deloitte specialists) and manage daily communications with clients.
Role is based in Charlotte, Dallas or Chicago
Work you'll do
You will be at the center of each transaction, providing leadership to your internal and client teams to meet the objectives of the process. As the quarterback of the transaction, an Associate will be responsible for working with senior bankers to manage the cadence and tactics core to the process. You will actively contribute to the strategic positioning of our clients to the market and, in the process, lead teams of analysts through models and analytics to support the creation of marketing and diligence documents. On the back end of the transaction, you will contribute to negotiation strategy and advise legal teams and clients on business issues in definitive agreements. Associates can expect to travel to pitches for new business, due diligence meetings with clients, and negotiations with strategic and private equity buyers.
Associates work in a collaborative environment where real-time performance feedback is encouraged and will be given responsibilities based on performance and capability.
The team
Deloitte Corporate Finance LLC ("DCF") is a rapidly growing middle-market investment bank headquartered in Charlotte with offices in New York, Chicago, Dallas, and Los Angeles. The firm advises on a variety of transactions for private equity groups and public and private corporations, including mergers and acquisitions and the raising of private capital. Deloitte Corporate Finance serves all major sectors out of Business and Financial Services, Consumer and Retail, General Industrials, Healthcare & Life Sciences, and Technology, Media, & Telecom industry groups. Learn more about our Corporate Finance practice
Qualifications
Required:
+ Bachelor's degree and/or Master's degree required with preferred majors including: Finance, Business Administration, Accounting, Economics, Quantitative Finance, Engineering, or a related field of study
+ 1 year of full-time experience in investment banking or M&A execution OR possession of a MBA
+ This position requires in-office presence; must reside within a commutable distance of Charlotte, Chicago, or Dallas with the ability to commute daily
+ Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve
+ Upon commencement of employment, have or obtain all required FINRA licenses within sixty (60) days
+ Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Preferred:
+ MBA in Finance, Accounting, and/or Economics or related field
+ Demonstrated experience performing financial modeling and analysis in a professional setting
+ Proven experience analyzing and interpreting financial statements
+ Ability to design and provide research-based financial recommendations as well as develop actionable solutions
+ Experience working both independently and collaboratively with a team on multiple tasks and assignments
+ Superior leadership and management skills
+ Demonstrated ability to manage multiple projects simultaneously, meeting all deadlines and deliverables
+ Evidence of strong verbal and written communication skills
Information for applicants with a need for accommodation: individuals assigned and/or hired to work in Illinois, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to Illinois and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $131,175 to $218,625.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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2
Director, Transaction Services | Mergers, Integrations, & Carve-Outs | Corporate Finance & Restru...
75215 Park Cities, Texas
FTI Consulting
Posted 8 days ago
Job Viewed
Job Description
Who We Are
FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.
At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you.
Are you ready to make your impact?
About The Role
FTI Consulting is seeking a Director to join our growing Mergers, Integrations, & Carve-Outs team. The Director will work with clients in domestic and multinational companies across various and diverse industries.
The Director will work with our clients and teams to improve efficiency and effectiveness at all stages of integrations and carve-outs; from helping assess and identify inorganic growth opportunities, to carving out and divesting parts of the business and every aspect in-between. As a Director, you will make an impact by leveraging your education and experience to address key business issues and help tailor solutions to each unique situation.
Additionally, the Director will help facilitate and execute functional integration and carve-out work streams and assist the client teams through the process lifecycle (current state, interim/desired state) and operating model development and optimization.
What You'll Do
In FTI Consulting's M&A Advisory practice, we provide transactions support and advisory to organizations undergoing major transitions, such as mergers and buy- and sell-side carve-outs. We maximize the value of transactions by mitigating risk, minimizing business disruption, and accelerating the evolution to the new company operating model. Our team supports clients throughout the entire M&A transaction life cycle, from pre-deal efforts through post-integration, to drive value through the successful execution of strategic objectives while optimizing revenue and cost synergies.
Key Responsibilities:
This is an excellent opportunity to enhance and expand your background across mergers, integrations, and carve-outs and engagement management and project delivery while also gaining valuable management and developmental experience. You will have the opportunity to partner with our internal teams and diverse clients across various industries and continue to grow in new and complex functional areas and technologies.
Basic Qualifications:
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 8,100 employees located in 33 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
FTI Consulting is the leading global expert firm for organizations facing crisis and transformation. We work with many of the world's top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver impact that makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly to dynamic and complex situations.
At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you.
Are you ready to make your impact?
About The Role
FTI Consulting is seeking a Director to join our growing Mergers, Integrations, & Carve-Outs team. The Director will work with clients in domestic and multinational companies across various and diverse industries.
The Director will work with our clients and teams to improve efficiency and effectiveness at all stages of integrations and carve-outs; from helping assess and identify inorganic growth opportunities, to carving out and divesting parts of the business and every aspect in-between. As a Director, you will make an impact by leveraging your education and experience to address key business issues and help tailor solutions to each unique situation.
Additionally, the Director will help facilitate and execute functional integration and carve-out work streams and assist the client teams through the process lifecycle (current state, interim/desired state) and operating model development and optimization.
What You'll Do
In FTI Consulting's M&A Advisory practice, we provide transactions support and advisory to organizations undergoing major transitions, such as mergers and buy- and sell-side carve-outs. We maximize the value of transactions by mitigating risk, minimizing business disruption, and accelerating the evolution to the new company operating model. Our team supports clients throughout the entire M&A transaction life cycle, from pre-deal efforts through post-integration, to drive value through the successful execution of strategic objectives while optimizing revenue and cost synergies.
Key Responsibilities:
- Manage the junior team on multiple tasks across a consulting engagement including modeling and client presentations
- Supervise research and analytics artifacts and demonstrate team lead-facing or client-facing analysis and insight development
- Utilize business, finance, accounting, and analytical skills to perform and oversee tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models
- Assess standalone, one-time and stranded costs in a carve-out situation
- Provide clean room services
- Execute Day 1 through Day 100+ cross-functional interim and desired state planning, including timing for revenue and cost synergy capture
- Design and negotiate transition service agreements (TSAs)
- Design target state customer experience (CCXP) models
- Develop and implement plans for revenue acceleration and sales effectiveness
- Develop, create and implement organizational design changes, culture and change management programs and pre- and post-close communications plans
- Develop work breakdown structure, scope, and/or problem solve for direct functional areas, considering cross-functional downstream and upstream impacts
- Lead senior client-facing meetings and take full responsibility for client deliverables, including reports, written analyses, and presentations
- Lead information sharing sessions and serve as a Subject Matter Expert on workstream areas that align with past experiences and skill sets
This is an excellent opportunity to enhance and expand your background across mergers, integrations, and carve-outs and engagement management and project delivery while also gaining valuable management and developmental experience. You will have the opportunity to partner with our internal teams and diverse clients across various industries and continue to grow in new and complex functional areas and technologies.
Basic Qualifications:
- Bachelor's Degree in Accounting, Finance, Informational Systems, Economics, or related field of study
- 5+ years of post-graduate combined professional experience
- Ability to travel to clients and FTI office(s)
- Experience managing and leading 1+ resources on workstreams, specific deliverables and junior staff
- Exercised knowledge of and experience in the transaction lifecycle, supporting mergers and carve-outs through pre-Sign diligence, Sign-to-Close and Post-Close activities
- Ability to find approaches to analytical details related to change management and post-merger integration (PMI) methodologies, synergy analysis and value capture, and designing Target Operating Models for transactions
- Ability to synthesize large sets of data and complex analysis to communicate and defend practical solutions to business problems
- Working knowledge of the qualitative and quantitative aspects of business problems, with the ability to link business strategy to performance and due diligence research and content
- Ability to extract key implications from financial statements, corporate functions and underlying revenue, cost and operational performance drivers
- Experienced in assessing market & commercial dynamics and customer profitability drivers
- Familiarity in assessing current processes and make recommendations based on analysis
- Tested ability big data sets to conduct research and analysis on products, markets, competitors and customers to identify risks and opportunities, draw conclusions, and effectively communicate data
- Proficiency MS Office Suite including MS Excel and PowerPoint
- Experience in project management and data visualization tools, such as PowerBI, SmartSheet, or similar
#LI-WG1
Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following:
- Competitive total compensation, including bonus earning potential
- Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance
- Generous paid time off and holidays
- Company matched 401(k) retirement savings plan
- Potential for flexible work arrangements
- Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support.
- Family care benefits, including back-up child/elder care
- Employee wellness platform
- Employee recognition programs
- Paid time off for volunteering in your community
- Corporate matching for charitable donations most important to you
- Make an impact in our communities through company sponsored pro bono work
- Professional development and certification programs
- Free in-office snacks and drinks
- Free smartphone and cellular plan (if applicable)
- FTI Perks & Discounts at retailers and businesses
- Upscale offices close to public transportation
About FTI Consulting
FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 8,100 employees located in 33 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.7 billion in revenues during fiscal year 2024. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit and connect with us on Instagram and LinkedIn.
FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation.
Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications.
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3
Analyst, Financial Planning
75215 Park Cities, Texas
American Airlines Group
Posted 1 day ago
Job Viewed
Job Description
Analyst, Financial Planning
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
Why You'll Love This Job- This job is a member of the Finance Team within the Finance Division.
- Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
- Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
- Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
- Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
- Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
- Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
- Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
- Work extensively as consultants for other groups in the company
- Provide various reports that are reviewed by CFO and other key executives
- Prepare materials for earnings calls and Board of Director meetings
Minimum Qualifications- Education & Prior Job Experience
- 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
Preferred Qualifications- Education & Prior Job Experience
- Airline or travel industry experience
- MBA from a leading institution
Skills, Licenses & Certifications
- Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
- Excellent teamwork skills, with proven ability to work effectively in a variety of situations
- Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
- Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
- Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
- Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
- Wellness Programs: We want you to be the best version of yourself that's why our wellness programs provide you with all the right tools, resources and support you need.
- 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
- Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more.
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
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4
Analyst, Financial Planning
75219 Dallas, Texas
American Airlines
Posted 1 day ago
Job Viewed
Job Description
**Intro**
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
+ ?This job is a member of the Finance Team within the Finance Division.
+ Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
**What you'll do**
+ Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
+ Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
+ Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
+ Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
+ Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
+ Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
+ Work extensively as consultants for other groups in the company
+ Provide various reports that are reviewed by CFO and other key executives
+ Prepare materials for earnings calls and Board of Director meetings
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree or equivalent with a concentration in Finance/Economics or equivalent training/experience
+ 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
**Preferred Qualifications- Education & Prior Job Experience**
+ ?Airline or travel industry experience
+ MBA from a leading institution
**Skills, Licenses & Certifications**
+ ?Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
+ Excellent teamwork skills, with proven ability to work effectively in a variety of situations
+ Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
+ Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!
**Why you'll love this job**
+ ?This job is a member of the Finance Team within the Finance Division.
+ Responsible for analyzing financial position of company by maintaining and enhancing current forecasting models.
**What you'll do**
+ Provide guidance to senior executive team and Board of Directors regarding the Company's financial performance and near-term financial outlook in context of internal and external factors impacting the Company
+ Maintain and enhance forecasting models to improve accuracy and relevance, aligning closely with organizational goals
+ Collaborate with Division Controllers and Commercial Planning teams to maintain forecast accuracy and drive performance toward Company goals and KPIs
+ Prepare detailed cause-and-effect analyses for senior management on complex financial matters, providing valuable insights for strategic decision-making
+ Collaborate and work closely with various groups across the Company to understand respective business units and their impacts to the Company's bottom line
+ Compile Board of Directors packages justifying large projects, explaining financial performance, or the financial forecast
+ Work extensively as consultants for other groups in the company
+ Provide various reports that are reviewed by CFO and other key executives
+ Prepare materials for earnings calls and Board of Director meetings
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Bachelor's degree or equivalent with a concentration in Finance/Economics or equivalent training/experience
+ 3+ years experience in Corporate Finance, Accounting, Financial Services, or Consulting, including experience with advanced financial modeling and analysis
**Preferred Qualifications- Education & Prior Job Experience**
+ ?Airline or travel industry experience
+ MBA from a leading institution
**Skills, Licenses & Certifications**
+ ?Adaptability and flexibility in the use of analytical approaches pertaining to financial issues
+ Excellent teamwork skills, with proven ability to work effectively in a variety of situations
+ Advanced aptitude in problem-solving, including the ability to logically structure an appropriate analytical framework
+ Skilled in Microsoft Office Software (e.g., Word, Excel, Access, PowerPoint)
**What you'll get**
Feel free to take advantage of all that American Airlines has to offer:
+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.
+ Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more.
+ Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need.
+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.
+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more
**Feel free to be yourself at American**
From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.
Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American.
EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY
American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.
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5
Financial Planning & Analyst
75201 Dallas, Texas
Schneider Electric
Posted 21 days ago
Job Viewed
Job Description
Schneider Electric has an opportunity for a Senior Financial Analyst (Sustainability Business) in Carrollton, TX.
The Sr Analyst role in the Sustainability Business provides the opportunity for you to develop your knowledge and have a direct impact on the US efficiency P&L - orders, revenue, gross margin, and support function costs. This is an excellent opportunity for the interested candidate to further a career in Finance/FP&A.
This position will allow you to gain exposure to several areas within the business including Sales, Project Controls, Legal, Treasury, Proposals, and interaction with the Leadership/Executive Team.
Business Finance function delivers scalable growth and value through thoughtful analysis that drives strategic decision-making and business advisory.
- Deliver excellence in analytics and value add analysis for a One version of the truth
- Deliver proper financial insight and accurate forecasting to support and drive decision-making for Group Equity Story
- Build strong partnering and collaboration with business based on trust and competence
- Drive and challenge consistency between decisions and impacts to overall profitability and value
- Implement standard processes and automated ways of working for better supporting business while being more effective
What will you do?
• Prepare monthly Line of Business meetings and partner with sales and operations leadership team, recap actual results versus forecast, prepare monthly variance reports and roll up latest forecast.
• Business planning input submission and validation for all major Rolling Forecast.
• Own business cash metrics analysis, prepare Accounts Receivable & DSO summaries and escalate issues.
• Responsible for utilization analysis and drive actions as needed.
• Monitor and report on booked vs delivered margin on project execution.
• Responsible for project cost transfers and cost revisions processing for the regions.
• Coordinate with sustainability business finance team on all planning and analysis needs.
• Tracking Schneider Electric embedded content in projects and bring awareness to the efficiency team.
What qualifications will make you successful for this role?
• Bachelor's Degree in Business Administration (preferably Finance / Accounting)
• MBA and/or Accounting Certification (CA, CMA, CGA) is preferred
• 3+ years of relevant corporate finance experience, preferably in project/construction industries
• Expert Microsoft Excel skills (including pivot tables, lookup functions, graphing, macros a plus)
• Large data processing and visualization tool (Tableau, BI, etcs.)
What skills and capabilities will make you successful?
• Strong team player with excellent interpersonal and communication skills
• Ability and willingness to learn and adapt in a fast-paced and dynamic environment
• High energy individual that is assertive, proactive, results oriented and customer focused
• Proven track record of process improvement and driving changes
• Ability to multitask and work under pressure with tight deadlines
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Looking to make an IMPACT with your career?
When you are thinking about joining a new team, culture matters. At Schneider Electric, our values and behaviors are the foundation for creating a great culture to support business success. We believe that our IMPACT values - Inclusion, Mastery, Purpose, Action, Curiosity, Teamwork - starts with us.
IMPACT is also your invitation to join Schneider Electric where you can contribute to turning sustainability ambition into actions, no matter what role you play. It is a call to connect your career with the ambition of achieving a more resilient, efficient, and sustainable world.
We are looking for IMPACT Makers; exceptional people who turn sustainability ambitions into actions at the intersection of automation, electrification, and digitization. We celebrate IMPACT Makers and believe everyone has the potential to be one.
Become an IMPACT Maker with Schneider Electric - apply today!
€36 billion global revenue
+13% organic growth
150 000+ employees in 100+ countries
#1 on the Global 100 World's most sustainable corporations
You must submit an online application to be considered for any position with us. This position will be posted until filled.
Schneider Electric aspires to be the most inclusive and caring company in the world, by providing equitable opportunities to everyone, everywhere, and ensuring all employees feel uniquely valued and safe to contribute their best. We mirror the diversity of the communities in which we operate, and 'inclusion' is one of our core values. We believe our differences make us stronger as a company and as individuals and we are committed to championing inclusivity in everything we do.
At Schneider Electric, we uphold the highest standards of ethics and compliance, and we believe that trust is a foundational value. Our Trust Charter is our Code of Conduct and demonstrates our commitment to ethics, safety, sustainability, quality and cybersecurity, underpinning every aspect of our business and our willingness to behave and respond respectfully and in good faith to all our stakeholders. You can find out more about our Trust Charter here
Schneider Electric is an Equal Opportunity Employer. It is our policy to provide equal employment and advancement opportunities in the areas of recruiting, hiring, training, transferring, and promoting all qualified individuals regardless of race, religion, color, gender, disability, national origin, ancestry, age, military status, sexual orientation, marital status, or any other legally protected characteristic or conduct.
Apply Now
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6
Manager, Financial Planning & Analysis
75215 Park Cities, Texas
ZipRecruiter
Posted 1 day ago
Job Viewed
Job Description
Job Description
Ignite Your Career at Avanci as a Manager, Financial Planning & Analysis on the Finance team!
At Avanci ( were redefining the future of patent licensing through premier independent platforms. Partnering with leading companies, we're driving transformative and optimized patent licensing for advanced technologies and products. In the automotive space we've streamlined the licensing of over 160 million connected vehicles to date and are continuously expanding into new verticals across various industries. We are an international, growth oriented technology company with offices in Dublin, Ireland; Tokyo, Japan; Seoul, South Korea; and Beijing & Shenzhen, China.
Your Role: As Manager, Financial Planning & Analysis, you will partner closely with the CFO as well as other senior executives to drive financial strategy and decision-making, while operating as an individual contributor with no direct reports. The Manager, FP&A is responsible for overseeing quarterly financial reporting and analysis aligned with private equity standards, ensuring thorough budget-to-actual reviews, KPI monitoring, and cash flow management each quarter. Additionally, this role engages in cross-functional initiatives and special projects at the direction of senior leadership. We offer a competitive compensation and benefits package and the chance to influence high-level financial outcomes in a fast-paced, collaborative environment.
Key Responsibilities
- Quarterly Financial Reporting: Prepare quarterly financial performance reports (e.g. budget-to-actuals, EBITDA, cash flow, KPI dashboards) for our executive management, Board of Directors, and privateowners. Ensure that reporting is accurate, insightful, and meets all investor requirements, aligning with private equity standards and expectations.
- Financial Modeling & Variance Analysis: Develop and maintain robust financial models to project performance under various scenarios, and perform in-depth variance analysis on actual results versus budget/forecast. Identify the root causes of variances and distill insights and recommendations for improvement in profitability and efficiency, including cost reductions and vendor management.
- Financial Planning & Budgeting: Lead and manage the companys financial planning, budgeting, and forecasting processes, including annual budget preparation and quarterly re-forecast updates. Develop and maintain complex financial models for long-term planning and scenario analysis. Manage cash flow forecasting and working capital analysis to ensure the companys liquidity and funding needs are met.
- Cross-Functional Collaboration: Collaborate with cross-functional teams (Licensing, Legal, Royalty Services, etc.) to gather inputs and ensure financial plans reflect operational realities. Ensure alignment between financial targets and actual execution by partnering with department heads to understand business needs and incorporate them into forecasts and budgets, while fostering accountability for results across the organization.
- Key Metrics Monitoring: Monitor key performance indicators (KPIs) and operational metrics to guide resource allocation and identify growth opportunities. Track drivers such as total contract value, revenue growth, EBITDA, cash flow, margin trends, business unit analysis, etc., and proactively communicate any emerging risks or opportunities.
- Special Projects & Ad Hoc Analysis: Participate in financial modeling and business case analysis as needed to collaborate with senior leadership on special projects, including M&A, new initiatives, and valuation. Support the CFO on strategic initiatives and ad hoc analyses, often under tight deadlines, to inform high-level strategy.
Qualifications:
- Education: Bachelors degree in Finance, Accounting, Business or related discipline required; relevant advanced certification (MBA/CPA) is strongly
- Experience: 7+ years of progressive finance experience (FP&A, financial analysis or related roles), with a strong background in private equity-backed environments or technology companies. Prior experience supporting C-level executives is highly valued.
- Technical Skills: Advanced financial modeling and analytical skills with expert-level Excel proficiency. Familiarity with business intelligence and financial software/tools and ERP systems (such as Microsoft Business Central or Sage Intacct) is a plus.
- Communication Skills: Constructive interpersonal and communication skills are critical. Proven ability to present financial data, insights, and recommendations to executive audiences in a clear and persuasive manner. Able to collaborate effectively across different teams and to explain financial concepts to non-financial stakeholders.
- Leadership & Work Style: Competitive candidates will be those eager to contribute and influence outcomes in a growth-focused, private equity setting. Self-motivated and detail-oriented, with a demonstrated ability to manage multiple priorities and deadlines. This role has no direct reports, so a hands-on approach and strong individual contribution is key. Experience working under tight timelines (such as quarter-end close or board deadlines) and in a fast-paced, results-driven culture is highly valued. The ideal candidate will combine a strategic mindset with willingness to dive into details and roll up their sleeves as needed. High integrity and the ability to maintain confidentiality of financial information are assumed.
This is your chance to join a pioneering company and be at the forefront of technological advancements. Apply today to be a part of the Avanci adventure.
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Financial Planning & Analysis Associate
75215 Park Cities, Texas
Symbiotic Corp.
Posted 1 day ago
Job Viewed
Job Description
Job Description
Job Description: Associate, Financial Planning and Analysis
As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.
Key Responsibilities
To be successful in this role, you should have:
Job Description: Associate, Financial Planning and Analysis
As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.
Key Responsibilities
- Support the development of financial reports and dashboards that highlight key trends, metrics, and business drivers.
- Assist in compiling, maintaining, and presenting key performance indicators (KPIs) to various stakeholders.
- Conduct statistical and financial analysis using Excel and business intelligence tools to support strategic initiatives.
- Provide analytical support to business lines, including cost tracking and initiative performance evaluation.
- Perform research to support enterprise-level projects and long-term planning efforts.
- Help prepare financial statements and support GL account mapping activities.
- Collaborate with IT and finance colleagues to validate and enhance financial data quality.
- Assist in building and maintaining Power BI Paginated Reports and Dashboards.
- Work closely with the accounting department to streamline reporting processes and develop automated reporting tools.
- Contribute to continuous improvement efforts by identifying opportunities to enhance data-driven decision-making.
To be successful in this role, you should have:
- Strong attention to detail and commitment to producing accurate results.
- Solid Excel modeling skills and experience with data visualization or dashboarding tools.
- A self-starter mindset with the ability to manage tasks independently under guidance.
- Capability to support multiple projects simultaneously in a dynamic work environment.
- Effective time management and prioritization skills.
- Strong interpersonal and communication skills to work effectively across teams.
- Familiarity with ERP systems (experience with Oracle is a plus).
- Exposure to Power BI Report Builder and Desktop is a plus.
- A bachelor's degree in finance, accounting, or a related field.
- At least 2 years of experience in a finance or accounting role, preferably with some experience in financial analysis or reporting.
- Demonstrated ability to take initiative and deliver high-quality work.
- Experience assisting in financial statement preparation or consolidation is a plus.
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8
Director Financial Planning & Analysis
75215 Park Cities, Texas
ZipRecruiter
Posted 3 days ago
Job Viewed
Job Description
Job DescriptionJob Description Job Summary: Everest client is a rapidly growing PE-backed company, is looking to add a highly skilled Finance Director to its team. The position is a leadership role within the finance function, focusing on strategic analysis and actionable insights to optimize commercial and supply chain performance. JOB RESPONSIBILITIES: Analyze financial and operational data to identify trends, opportunities for cost savings, and areas for improvement. Develop data-driven insights to influence strategic decisions in diverse areas of the business. Develop and maintain financial models to project future performance and provide recommendations based on trends, risks, and opportunities. Ensure consistency and accuracy in forecasting methodologies and processes. Provide analysis and variance commentary to senior management regarding financial performance. Develop and maintain key financial metrics and dashboards to communicate performance to executive leadership and stakeholders. Partner with other departments to provide financial insights that support business initiatives. Ensure alignment between financial goals and organizational objectives, driving cross-functional initiatives to achieve corporate financial targets. JOB REQUIREMENTS: Degree in Finance, Accounting, Business Administration, or related field Minimum of five years in a finance leadership role Strong modeling and analytical skills Understanding of accounting principles, financial metrics, and performance indicators Executive partnership and support experience Ability to distill complex financial analysis into PowerPoint decks and presentations Advanced Excel skills with experience creating financial models Experience with Tableau and NetSuite is not mandatory, but helpful Ability to work ONSITE in Dallas TX 4-5 days per week #J-18808-Ljbffr
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