Finance Director (Medicare/Medicaid) - REMOTE

75219 Dallas, Texas Molina Healthcare

Posted 3 days ago

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Job Description

**JOB DESCRIPTION**
**Job Summary**
Responsible for analysis of Medicaid and Medicare financial reports, trend, and opportunities. Includes evaluation of and recommendations relating to business opportunities, Medicare bids, investments, financial regulations, and similar financial projects or programs. Duties include gathering, interpreting, and evaluating financial information across the organization; generating forecasts and analyzes trends; Creating financial models for future business planning decisions in areas such as new product development, new marketing strategies, etc.
**KNOWLEDGE/SKILLS/ABILITIES**
+ Prepares Annual Budget and Quarterly Reforecast according to Corporate guidelines.
+ Collaborate with Actuarial staff to review IBNR estimates and rate adequacy studies.
+ Analyze results to identify early signs of trends or other issues related to medical care cost.
+ Design and perform actuarial studies related to medical care costs and trends.
+ Research and develop reports and analysis for senior management, effectively presenting and communicating results.
+ Works closely with operational management to identify saving opportunities and areas of medical utilization concerns.
+ Provide support to financial closing process regarding estimated settlements and risk corridor calculations.
+ Pricing and tracking of capitation arrangements.
+ Stay abreast of professional developments and industry trends.
+ Provide guidance and mentorship to staff member.
+ Coordinate the month-end close with Accounting staff. Review actuarial developed accruals
**JOB QUALIFICATIONS**
**Required Education**
B.A./B.S. Degree in Math, Finance or Accounting
**Required Experience**
6+ Years
**Preferred Education**
Graduate Degree
**Preferred Experience**
8+ Years
**Preferred License, Certification, Association**
CPA
To all current Molina employees: If you are interested in applying for this position, please apply through the intranet job listing.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V.
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Pay Range: $107,028 - $208,705 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
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Finance Director (IA Health Plan) - REMOTE

75219 Dallas, Texas Molina Healthcare

Posted 1 day ago

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Job Description

**JOB DESCRIPTION**
**Job Summary**
Lead financial analysis for the Iowa market, focusing on both internal and external reporting. Identify and research financial trends and opportunities to support strategic decision-making. Evaluate business opportunities, investment options, and regulatory changes, providing actionable recommendations. Gather, interpret, and assess financial data to generate forecasts and analyze revenue and cost trends. Collaborate cross-functionally to develop strategic responses to emerging trends, including advocacy for regulatory rate adjustments.
**Essential Job Duties**
+ Support Iowa Market
+ Supervise and direct Market finance staff, optimally manage team resources for timely delivery of outcomes
+ Lead and guide team members on technical and business discussions
+ Support Market internal monthly close process, including coordinating the month-end close with Accounting staff, performance of variance analysis and creation of reporting package deliverables
+ Responsible for Financial State/Regulatory mandated reports, analysis and audits
+ Develop and coordinate responses to time sensitive regulatory financial inquiries
+ Manage projects spanning multiple domains
+ Supports Market and Enterprise management and other team members are related to all things financially related
+ Works collaboratively with other business unites to produce, manage and monitor Market departmental budgets
+ Work collaboratively with Finance Analytics to explain trends and interpret analysis for other end users
+ Prepare Market short-term and long-term strategic plan as per Corporate guidelines
+ Oversee preparation of Market Annual Budget and Quarterly Reforecasting according to Corporate guidelines
+ Coordinate the Market month-end close with Accounting staff; review all non-IBNR reserves for appropriateness monthly
+ Work collaboratively with Actuarial and Medical Economics partners to evaluate correlation among various parameters impacting IBNR, including bed days and admits per 1,000, prescription drug utilization, billed dollars of inventory, and other measurable factors that may be leading indicators of the level of reserve required for a particular cell (e.g., a particular product within a state); evaluate historical performance and correlation of the various parameters measures
**Required Qualifications**
+ At least 8 years of finance experience, or equivalent combination of relevant education and experience.
+ At least 3 years management/leadership experience.
+ Bachelor's degree in accounting, finance, business administration, math or related field.
+ Strong critical-thinking and attention to detail.
+ Ability to effectively collaborate with technical and non-technical stakeholders.
+ Strong time-management skills, and ability to manage simultaneous projects and tasks to meet internal deadlines.
+ Excellent verbal and written communication skills.
+ Proficient in Microsoft Office suite products, including advanced skills in Excel (VLOOKUPs and pivot tables), and applicable software program(s) proficiency.
**Preferred Qualifications**
+ Certified Public Accountant (CPA).
To all current Molina employees: If you are interested in applying for this position, please apply through the Internal Job Board.
Molina Healthcare offers a competitive benefits and compensation package. Molina Healthcare is an Equal Opportunity Employer (EOE) M/F/D/V
Pay Range: $107,028 - $208,705 / ANNUAL
*Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level.
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Director, Finance & Accounting

75201 Dallas, Texas Maximus

Posted 15 days ago

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Job Description

Permanent
Description & Requirements

Maximus is currently seeking a Director, Finance & Accounting . In this role, you will be responsible for performing and providing financial oversight to the business.

This is a remote position.

Essential Duties and Responsibilities:

- Prepare financial budgeting, forecasting and reporting on a monthly, quarterly, and annual basis, while performing variance analysis between forecast and actual.

- Ensure effectiveness of accuracy and timeliness of forecasting, reporting, accruals, and other financial related processes and systems on a weekly and monthly basis.

- Provide direct financial leadership and support for assessing service allocation rates, composition of cost pools for new allocations.

- Work with group and project finance teams to develop, administer, and implement process improvements and methodologies and cost allocation expectations.

Job-Specific Essential Duties and Responsibilities:

- Lead a team of financial professionals to develop and implement a financial strategy that is effective, consistent and aligns with the organization's overall financial strategy.

- Responsible for oversight and maintenance of project financial records and forecasts.

- Provide strategic pricing leadership to support a new business area.

- Participate in all internal and external audits.

- Oversee the monthly and quarterly financial close process for assigned businesses.

- Coordinates with Project Management to develop operational productivity analysis and tracking of metrics to identify where cost efficiencies can be achieved.

- Reviews contract modifications, maintain financial contract files and prepares reports, documentation and presentations as appropriate.

- Ensure client invoices are compliant with MAXIMUS policy and client requirement to ensure projects are billed accurately and timely.

- Manages Direct Sales Outstanding by expediting collections and keeping unbilled as low as possible.

- Ensure compliance with applicable policies and procedures as well as US GAAP, FAR, CAS and statutory regulations, acting as a champion of the company policy and procedures.

- Provide monthly, quarterly and annual forecasting for financial and business planning with Project Management and Division finance and works closely to track performance and provides timely variance and Risk and Opportunity analysis.

- Prepares routine and ad-hoc financial reports and analysis using MAXIMUS proprietary tools, Enterprise solutions, CostPoint, Cognos Reporting, and Excel

- Lead cooperative effort among members of a team.

- Provides ongoing supervision too assigned staff.

- Responsible for identifying and resolving issues, problems and concerns.

- Receives assignments in the form of objectives and determines how to use resources to meet schedules and recommends changes to policies and establishes procedures.

- Interacts with different levels of external and internal customers.

- Ensures the confidentiality and security of all corporate information.

- Other duties as assigned.

Minimum Requirements

- Bachelor's degree in related field required.

- 10-12 years of relevant professional experience required.

Job-Specific Minimum Requirements:

- Bachelor's degree in accounting or finance from an accredited college or university or equivalent experience in lieu of degree. Master's Degree preferred.

- Due to customer requirements, United States Citizenship is required.

-10+ years of relevant professional experience required.

- At least 5 years of experience in project accounting, financial control/management or similar discipline.

- 2-3 years management experience required.

- Must have DoD financial experience.

- Must have strategic pricing experience.

-The ability to obtain or maintain a government issued security clearance is required.

- Ability to coach, develop and mentor team members.

- Proficient in Microsoft Office (strong Word and Excel skills).

- Excellent organizational, interpersonal, verbal, and written communication skills, ability to perform quantitative and qualitative analyses of existing business processes.

- Ability to perform comfortably in a fast-paced, deadline-oriented work environment.

- Ability to work under standards-based performance measures.

- Ability to successfully execute many complex tasks simultaneously.

- Ability to work as a team member, as well as independently.

- Ability to be a self-starter.

#techjobs

#LI-PN1

#veteransPage

EEO Statement

Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.

Pay Transparency

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.

Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at .

Minimum Salary

$

145,000.00

Maximum Salary

$

160,000.00

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Senior Director of Finance

75219 Dallas, Texas Robert Half

Posted 27 days ago

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Job Description

Description We are looking for a Senior Director of Finance to oversee financial operations for a diverse portfolio within the Emerging Businesses Group. This role partners with senior leadership to drive strategic growth, ensure robust financial planning, and provide insightful analytics to support decision-making. As a key leader, you will guide a team of finance experts and foster a culture of accountability and continuous improvement.
Responsibilities:
- Collaborate with senior leadership to align financial strategies with operational goals and long-term growth plans.
- Lead the finance function for multiple business units, ensuring accurate reporting and analysis tailored to their unique requirements.
- Develop and manage annual budgets, oversee month-end close processes, and ensure timely financial reporting.
- Provide actionable insights on cash flow forecasts and other key metrics to optimize business performance.
- Drive continuous improvement in financial processes, systems, and analytics across the organization.
- Build and mentor a high-performing team, fostering growth and accountability.
- Act as a liaison between the Emerging Businesses Group and broader organizational leadership to ensure alignment on financial priorities.
- Synthesize complex financial data from various sources to support strategic decision-making.
- Champion a culture of innovation and operational excellence within the finance team.
- Ensure compliance with all financial regulations and organizational policies. Requirements
- Bachelor's degree in Finance, Accounting, or a related field; advanced degree or CPA preferred.
- Proven experience in a senior finance leadership role, preferably within a manufacturing or multi-business unit environment.
- Expertise in managing annual budgets, financial reporting, and month-end close processes.
- Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
- Demonstrated ability to lead and develop teams, fostering a collaborative and results-driven culture.
- Proficiency in cash flow forecasting and strategic financial planning.
- Excellent communication and interpersonal skills to effectively partner with senior leadership.
- Familiarity with diverse financial systems and processes, with a track record of driving process improvements.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Huntington Managing Director, Public Finance

75219 Dallas, Texas Huntington National Bank

Posted today

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Job Description

Description
Summary:
Huntington Bank is searching for a Managing Director, Public Finance to direct investment banking activity. Our new colleague will be focused on tax exempt and taxable bond underwriting for Government and Nonprofit clients.
Duties and Responsibilities:
+ Manages and directs regional activities of the Public Finance Team associated with Huntington Capital Markets, focused on bringing municipal financing solutions to the bank's customers.
+ Develops and coaches junior talent
+ Responsibilities include a combination of the following functions: investment banking, underwriting and private placements for municipal issuers.
+ Adheres to bank policies and procedures and complies with legal and regulatory requirements.
+ Accountable for risk management, compliance, and audit performance for area(s) of responsibility.
+ Establishes or ensures development of effective performance monitoring and review systems to ensure risks are measured, monitored and controlled and compliance requirements are adhered to on an on-going basis.
+ Ensures staff is properly trained, provided with appropriate resources and motivated to adhere to established risk management principles.
+ Continually evaluates strategic direction and risks against the impact of economic, technological, competitive, regulatory, and other environmental changes.
+ Reports directly to the Group Head of Public Finance.
+ Performs other duties as assigned.
Basic Qualifications:
+ Bachelor's Degree
+ 10+ years related Public Finance Investment banking experience
+ Series 7, 53, 79, 52, 63 (or other relevant combination)
Preferred Qualifications:
+ Master's degree
+ Excellent written and verbal communication skills with a proven ability to interact effectively across all organizational levels.
+ Progressive thinker and problem solver, with a strong ability to manage ambiguity/complexity.
+ Work effectively in teams as well as independently across multiple tasks while meeting aggressive timelines.
#LI-ME1#LI-Onsite#CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Huntington Bank - Director, Public Finance

75219 Dallas, Texas Huntington National Bank

Posted 5 days ago

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Job Description

Description
Summary:
Huntington Bank Director, Public Finance will be responsible for origination and execution of municipal bond transactions.
Duties and Responsibilities:
+ Clients may include state and local governments, higher education, health care, K12 and economic development among others.
+ Often works in conjunction with other senior bankers.
+ Provides transaction management, including financial structuring, analysis and research.
+ Works closely with other members of the broader Government and Non Profit Finance (GNPF) division including Sales and Trading, Government and Institutional Government Bankers.
Basic Qualifications:
+ Bachelor's Degree
+ 5+ years of experience in public finance investment banking, municipal financial advisory or closely related roles
+ Series 63, 52 or other licenses needed to perform the job (or required to pass within 6 months of starting)
Preferred Qualifications:
+ Master's Degree
+ Proficiency in DBC, Excel, PowerPoint and other modeling and presentation applications
+ Self-starter -- looks for ways to improve the department and add value to client relationships
+ Strong interpersonal skills
+ Ability to handle multiple detailed projects at once and delegate where appropriate i.e. RFPs, pitchbooks, client requests
+ Keen interest in the public sector and community service
#LI-ME1#LI-Onsite#CML
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Director, Technical Operations Finance

75219 Dallas, Texas American Airlines

Posted today

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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, Technical Operations Finance oversees all aspects of the division operating and headcount planning process and coordinates budget and financial results with Corporate Finance, Division Senior Management, and Corporate Accounting to ensure compliance with corporate financial guidelines, policies, and procedures.
+ This Director position is responsible for supporting Tech Ops, including all maintenance activities and organizations performed in the US and internationally, plus in-house and third party vendors.
**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._
+ Oversees financial planning and budgeting in an organization
+ Reports monthly financial performance and coordinates with the division and Corporate Finance on various cost control, strategic, and financial initiatives
+ Coordinates and prepares annual operating and headcount budgets
+ Assists division leaders in the analysis of operating expense and headcount requests
+ Manages staff of financial analysts and managers
**All you'll need for success**
**Minimum Qualifications- Education & Prior Job Experience**
+ Demonstrates the highest standards of personal ethics and integrity
+ Undergraduate degree in Accounting, Finance, or related field, or equivalent experience/training
+ 7 years of Finance or related leadership experience
**Preferred Qualifications- Education & Prior Job Experience**
+ Advanced degree (MBA) or advanced certification (CPA)
**Skills, Licenses & Certifications**
+ Ability to influence through outstanding interpersonal skills and build collaborative relationships with, and consensus amongst, multiple stakeholders with varying points of view
+ Ability to coach, mentor, and serve as a role model for all Finance team members
+ Exceptional leadership, decision-making skills, problem solving, analytical, and critical thinking ability
+ Excellent verbal and written communication skills, with ability to effectively and clearly communicate a strategic and tactical vision to all levels within the organization
+ Ability to explain financial and accounting concepts to non-financial audiences
+ Experience with budget tracking, variance reporting, and cost analysis, as well as developing and reporting performance metrics
+ Proficient in Microsoft Office software products, such as Excel, Access, Word, and PowerPoint
+ Believes in and promotes the American Airlines five leadership attributes:
+ Caring - We care about all team members
+ Collaboration - We succeed as a team
+ Development - We build future leaders
+ Results - We drive to be the best
+ Future - We continually challenge the status quo
**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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Financial Project Management Consultant

75219 Dallas, Texas Deloitte

Posted 5 days ago

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Job Description

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Work you'll do/Responsibilities
+ Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients' needs
+ Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Qualifications
Required
+ 3+ years of experience in project coordination and management
+ 3+ years of experience in Financial Consulting
+ 3+ years of experience with various financial technology packages
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)
+ Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
The wage range for this role 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. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 $ 72,900 to $ 107,400 .
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.
Information for applicants with a need for accommodation: 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.
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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Capital Markets Managing Director Public Finance (M)(F)

75219 Dallas, Texas PNC

Posted 27 days ago

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As Managing Director within PNC's Public Finance organization, you will be based in Houston, Dallas, San Antonio, or Austin, TX.
Job Description
The Managing Director for PNC's Public Finance organization will be a producing banker and also help to lead investment banking efforts for PNC's Capital Markets in Texas. This is a player/coach role and will carry both individual and team bond origination revenue goals.
Preferred qualifications include:
-High performing, experienced public finance investment banker with a proven track record of proactive calling and originating, as a lead banker, municipal bond business across Texas with focus on major and middle market transactions
- Proven ability to up-tier bond underwriting roles from co-manager to lead
-Hands on leadership with the ability to lead, work with, and build high performing teams. Build strong teamwork, alignment, communication and productive culture with all PNC staff in Texas and across the department.
-Highly strategic and professional in thought and execution with a focus on details
- Experienced in preparing detailed business plans with focus on client and prospect prioritization and targeting
- Responsible for achieving personal and team bond origination revenue goals
- Highly communicative, transparent and anticipatory with senior and executive management
-10+ years of industry related experience.
Additional responsibilities include:
- Develops and executes an effective business plan with emphasis on new client development, client retention and increasing overall bond underwriting business and up-tiering PNC's roles on underwriting teams with existing clients and targeted prospects.
- Grow market share and revenue production to achieve targeted goals. Leads and directs originations and structuring activities, while building team culture aligned with PNC's values. Handles responsibility for revenue generation as well as talent management, performance reviews and succession planning. Oversees general transaction activity of the deal team including pipeline management and financial reporting.
- Works strategically with bankers, underwriting syndicate, sales team, relationship managers, traders and other internal service partners to originate and structure capital markets bond deals and solutions for clients and prospects.
- Work to align coverage efforts and to maximize collaboration and communication with public finance relationship managers on PNC Bank to maximize overall production and relationship development in Texas market
- Drives accountability for business results and ensures appropriate training, coaching, development and mentoring of staff.
- Leads and manages transaction team in assessing client objectives. Provides appropriate solutions based on in-depth assessment of moderately complex client objectives and market conditions. Develops and maintains client relationships.
- Focuses client coverage efforts and ensures appropriate resource allocation.
- Monitors industry and market developments, deal flow and regulatory requirements. Enforces strict compliance with all policies and regulations. Enforces compliance with all internal ethics policies and practices. Works with stakeholders to develop/modify relevant policies and guidelines.
- Responsible for driving team coordination and collaborating with Senior Management for the alignment of department's strategic goals.
Licenses Required:
SIE, Series 52 & 63, Series 53 (79 optional). Other licensing may be required within 180 days of employment.
**Job Description**
+ Develops and executes a business plan with emphasis on client development and increasing business with existing clients. Leads and directs originations and structuring activities for a specific capital markets product, strategy or industry. Handles responsibility for revenue generation as well as talent management, performance reviews and succession planning. Oversees general transaction activity of the deal team including pipeline management and financial reporting.
+ Works strategically with transactors, sales team, relationship managers, traders and other internal service partners to originate and structure capital markets solutions. Drives accountability for business results and ensures appropriate training, coaching, development and mentoring of staff.
+ Leads and manages transaction team in assessing client objectives. Provides appropriate solutions based on in-depth assessment of moderately complex client objectives and market conditions. Develops and maintains client relationships.
+ Partners with key stakeholders to develop and execute key sales and marketing strategies, such as product structuring and distribution, to maximize sales and new business activity. Focuses client coverage efforts and ensures appropriate resource allocation.
+ Monitors industry and market developments, deal flow and regulatory requirements. Enforces compliance with policies and regulations. Works with stakeholders to develop/modify relevant policies and guidelines. Responsible for driving team coordination and collaborating with Senior Management for the alignment of department's strategic goals.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:
+ **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.
+ **Live the Values** - Role models our values with transparency and courage.
+ **Enable Change** - Takes action to drive change and innovation that will transform our business.
+ **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.
+ **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Accountability, Asset Management, Client Relationship Building, Corporate Finance, Decision Making, Economic Policy, Equities Trading, Financial Management, Structuring
**Competencies**
Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Financial Engineering, Financial Services Industry, Products and Services, Sales Function
**Work Experience**
Roles at this level typically require a university / college degree and higher level education such as a Masters degree, PhD, or certifications. Industry -relevant experience is typically 8+ years. At least 5 years of prior management experience is typically required. Proven leadership experience with a large scope of responsibility is required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
Public Finance & Healthcare - SIE, Series 52 & 63 (79 optional) within 180 days of employment. Asset Backed Finance - SIE, 7, 79 and 63 within 180 days of employment. DCM (Loan Syndications & Equipment Finance) - SIE, Series 79, Series 7, and 63 within 120 days of employment. Derivatives - SIE, Series 7 and 63 within 120 days of employment. FIG - SIE, Series 7 and 63 within 120 days of employment. Fixed Income - SIE, Series 7 and 63 within 120 days of employment. Foreign Exchange - SIE, Series 7 and 63 within 120 days of employment. Fixed Income (Tax-Exempt): Municipal Trading and Underwriting - SIE, Series 52 and 63 (or Series 7, if taken prior to 11/7/2011, is acceptable in lieu of Series 52) within 90 days of employment. Municipal Sales - SIE, Series 7 or 52, and 63 within 90 days of employment. ESOP - SIE, 63 and 79 within 120 days of employment. Other appropriate licenses (e.g. supervisory licenses) may be required at the discretion of the manager.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Director of Strategic Finance & M&A

75201 Dallas, Texas $180000 Annually WhatJobs

Posted 15 days ago

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Job Description

full-time
Our client is seeking a dynamic and accomplished Director of Strategic Finance & M&A to lead financial planning, analysis, and merger and acquisition activities for their expanding enterprise. This pivotal role, based in the heart of Dallas, Texas, US , will drive financial strategy, evaluate investment opportunities, and manage complex financial transactions. The ideal candidate will possess a deep understanding of corporate finance, valuation methodologies, and a proven track record of success in strategic financial leadership.

Responsibilities:
  • Develop and execute comprehensive financial strategies to support the company's long-term growth objectives.
  • Lead the financial due diligence process for potential mergers, acquisitions, and strategic partnerships.
  • Conduct financial modeling, valuation analysis, and sensitivity testing for M&A transactions.
  • Prepare detailed financial reports, forecasts, and budgets, providing actionable insights to senior management.
  • Manage relationships with investment banks, legal counsel, and other external advisors.
  • Oversee the integration of acquired companies from a financial perspective.
  • Identify and analyze key financial risks and opportunities, recommending mitigation strategies.
  • Develop and present financial performance reviews to the board of directors and executive leadership.
  • Optimize capital structure and manage relationships with lenders and investors.
  • Ensure compliance with all relevant financial regulations and reporting standards.
  • Drive continuous improvement in financial processes and systems.
  • Mentor and develop a high-performing finance team.
  • Evaluate market trends and competitive landscapes to inform strategic financial decisions.
  • Lead ad-hoc financial projects and analysis as required by executive leadership.
Qualifications:
  • MBA or Master's degree in Finance, Economics, or a related field. CFA designation is a strong plus.
  • 10+ years of progressive experience in corporate finance, investment banking, private equity, or strategic finance roles.
  • Proven experience leading M&A transactions, from origination to integration.
  • Expertise in financial modeling, valuation techniques (DCF, comparables, precedent transactions), and LBO modeling.
  • Strong understanding of capital markets, corporate finance principles, and accounting standards.
  • Exceptional analytical, critical thinking, and problem-solving abilities.
  • Outstanding communication, presentation, and negotiation skills.
  • Demonstrated leadership experience with the ability to inspire and manage a team.
  • Proficiency in financial planning and analysis (FP&A) software and ERP systems.
  • Ability to thrive in a fast-paced, demanding environment and manage multiple complex projects simultaneously.
This is a high-impact role offering significant visibility and the opportunity to shape the financial future of a leading company. If you are a strategic finance leader with a passion for driving growth through M&A, we encourage you to apply.
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