59 Financial Operations jobs in Dallas

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
This is a hybrid position.
**Position Summary**
As a Rebate Formulary Analyst - Manufacturer Rebates you will perform a critical role in the analysis of Medicare and Commercial formularies to determine client eligibility for rebates with respect to manufacturer contractual guidelines. To support accurate rebate invoicing, you will be responsible for meeting manufacturer contractual obligations by completing a thorough interpretation of the contract and thorough analysis of formulary and plan design data on a monthly/quarterly basis. In this role, you will support overall team production by assisting during pharmaceutical disputes and collaborating on day-day tasks such as:
+ Conducting specific formulary research to support Rebate forecasting and underwriting teams during the manufacturing contract negotiating process; Clinical Managers and Client Support Services as they work with clients in the development of formularies; Rebate audit team as questions arise on audits by manufacturers and clients.
+ Adhering to quality control process in review of formulary rebate eligibility and contributing to enhancing our quality control processes.
+ Review contract language necessary to support formulary rebate contracts.
+ Maintaining filings for Caremark and client specific formulary publications.
+ Exhibiting strong analytical skills working with contract language
+ Demonstrating flexibility and adaptability to take on additional tasks to support the department.
+ Very light travel, if any, may be requested to support business activity.
**Required Qualifications:**
+ 1+ year of professional experience or internships utilizing analytical skills.
+ Experience working in Microsoft Excel.
**Preferred Qualifications:**
+ Experience in a formulary, health care, contracting, or similar role
+ Caremark Formulary and/or Rebate knowledge beneficial.
+ Experience with Caremark business systems, claims adjudication, formulary, drug, and client systems with an emphasis on the RxClaim adjudication platform beneficial.
+ Medicare knowledge beneficial.
+ Ability to work independently and with people across functional area.
+ Ability to work in a hybrid team environment.
+ Strong reading comprehension skills.
+ Capability to communicate details clearly and accurately.
**Education:**
+ Bachelor's Degree preferred or currently enrolled in a four year Bachelor's program with an anticipated graduation date in fall or winter (August-December) 2025.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$43,888.00 - $102,081.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/01/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
This is a hybrid position.
**Position Summary**
As a Rebate Formulary Analyst - Manufacturer Rebates you will perform a critical role in the analysis of Medicare and Commercial formularies to determine client eligibility for rebates with respect to manufacturer contractual guidelines. To support accurate rebate invoicing, you will be responsible for meeting manufacturer contractual obligations by completing a thorough interpretation of the contract and thorough analysis of formulary and plan design data on a monthly/quarterly basis. In this role, you will support overall team production by assisting during pharmaceutical disputes and collaborating on day-day tasks such as:
+ Conducting specific formulary research to support Rebate forecasting and underwriting teams during the manufacturing contract negotiating process; Clinical Managers and Client Support Services as they work with clients in the development of formularies; Rebate audit team as questions arise on audits by manufacturers and clients.
+ Adhering to quality control process in review of formulary rebate eligibility and contributing to enhancing our quality control processes.
+ Review contract language necessary to support formulary rebate contracts.
+ Maintaining filings for Caremark and client specific formulary publications.
+ Exhibiting strong analytical skills working with contract language
+ Demonstrating flexibility and adaptability to take on additional tasks to support the department.
+ Very light travel, if any, may be requested to support business activity.
**Required Qualifications:**
+ 1+ year of professional experience or internships utilizing analytical skills.
+ Experience working in Microsoft Excel.
**Preferred Qualifications:**
+ Experience in a formulary, health care, contracting, or similar role
+ Caremark Formulary and/or Rebate knowledge beneficial.
+ Experience with Caremark business systems, claims adjudication, formulary, drug, and client systems with an emphasis on the RxClaim adjudication platform beneficial.
+ Medicare knowledge beneficial.
+ Ability to work independently and with people across functional area.
+ Ability to work in a hybrid team environment.
+ Strong reading comprehension skills.
+ Capability to communicate details clearly and accurately.
**Education:**
+ Bachelor's Degree preferred or currently enrolled in a four year Bachelor's program with an anticipated graduation date in fall or winter (August-December) 2025.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$43,888.00 - $102,081.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 11/01/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
As a **Security Officer** in **Arlington, TX** , you will serve and safeguard clients in a range of industries such as Auto, and more.
Join a leading team where flexibility meets opportunity. As a Part-Time Security Officer, you'll use our exclusive Claim a Shift platform to view and Pick up open shifts based on your availability-giving you the freedom to build a schedule that works for you, while gaining valuable site experience across various industries. Whether you're looking to supplement your income or take the first step toward a full-time role, this position offers unmatched access to hands-on experience and growth opportunities. As a Patrol Unarmed Officer with Allied Universal, you will monitor and patrol assigned areas within an automotive-focused location, helping to deter security-related incidents and maintain a secure environment. Your presence will be highly visible as you conduct routine patrols, interact with staff and visitors, and provide exceptional customer service. You will communicate clearly and act with integrity, supporting a caring and reliable culture where people come first. Join a team that values innovation, teamwork, and making a positive impact every day.
**Position Type: Part Time**
**Pay Rate: $17.00 / Hour**
**Job Schedule:**
**Day** **Time**
Sat06:00 PM - 11:00 PM
Sun04:00 PM - 11:00 PM
**What You'll Do:**
+ Use our proprietary scheduling platform to claim open shifts at client sites
+ Support operations across a range of environments including commercial real estate, healthcare, and education
+ Receive site-specific training and guidance from experienced teams
+ Deliver consistent, professional security presence and customer service
+ Be ready to fill in at short notice when urgent needs arise
**Responsibilities:**
+ Provide customer service to clients and visitors by carrying out security-related procedures, site-specific policies, and, when appropriate, emergency response activities.
+ Respond to incidents and critical situations in a calm, problem-solving manner, following protocols as directed by Allied Universal.
+ Conduct regular and random patrols around the automotive facility and its perimeter to help to deter unauthorized activity and/or potential disturbances.
+ Observe and report any unusual conditions, incidents, or activities in and around the location to the appropriate Allied Universal personnel.
+ Maintain a visible presence throughout the location to help to deter unwanted activity and provide assistance as needed.
+ Follow all post orders and instructions provided by Allied Universal and site management.
+ Support access control procedures by monitoring entry and exit points as required by site policies.
**What We're Looking For:**
+ Availability across various days and shifts
+ Reliability and ability to adapt to different post assignments
+ A desire to gain broad experience and grow within the company
+ Interest in transitioning into full-time roles when available
**Minimum Requirements:**
+ Must be at least 21 years of age.
+ A valid guard card or security license is preferred.
+ CPR certification and/or first aid certification is preferred.
+ Customer service experience is preferred.
+ Be at least 18 years of age for unarmed roles; 21+ years of age for armed roles.
+ Possess a high school diploma or equivalent.
+ As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws.
+ Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws.
+ As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law.
+ Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment.
+ A valid driver's license will be required for driving positions only.
**Why Join Us:**
+ Flexible Scheduling: Choose from a variety of open shifts that align with your availability and lifestyle.
+ Career Growth: Clear path to full-time roles and ongoing advancement through paid training programs.
+ Smart Tools: Access exclusive technology for real-time shift visibility and claiming.
+ Full-Time Benefits: Health insurance, 401(k) plans, and a comprehensive benefits package for full-time employees.
+ Employee Perks: Enjoy discounts at restaurants, entertainment venues, and more through our perks program.
**Allied Universal® is an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: .
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: .
**Allied Universal® is an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: .
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: .
**Job ID:**
**Location:** United States-Texas-Arlington
**Job Category:** Security Officer, Part Time Security

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer a comprehensive benefits package that may include medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, and other perks, depending on the position and eligibility.
As a **GSOC Operator** in **Arlington, TX** , you will serve and safeguard clients in a range of industries such as Financial Institutions, and more.
As a Dispatch Officer with Allied Universal at a leading financial institution, you will play a key role in monitoring and coordinating security-related activities across the location. Your responsibilities will include managing communications, supporting access control, and helping to deter incidents through prompt response and clear coordination. This is a driving post, requiring a valid driver's license. You will be part of a team that values agility, reliability, and innovation, while delivering outstanding customer service and acting with integrity in every interaction.
**Position Type: Full Time**
**Pay Rate: $22.00 / Hour**
**Job Schedule:**
**Day** **Time**
Tue01:00 PM - 09:00 PM
Wed01:00 PM - 09:00 PM
Thur01:00 PM - 09:00 PM
Fri02:00 PM - 10:00 PM
Sat02:00 PM - 10:00 PM
**What You'll Do:**
+ Use our proprietary scheduling platform to claim open shifts at client sites
+ Support operations across a range of environments including commercial real estate, healthcare, and education
+ Receive site-specific training and guidance from experienced teams
+ Deliver consistent, professional security presence and customer service
+ Be ready to fill in at short notice when urgent needs arise
**Responsibilities:**
+ Monitor and manage incoming and outgoing communications at the dispatch post to support security-related operations within the financial institution location.
+ Coordinate with on-site personnel and emergency responders as needed to address incidents and critical situations in a calm, problem-solving manner.
+ Document and relay information regarding incidents, activities, and/or unusual occurrences to appropriate personnel in accordance with site-specific policies.
+ Assist in implementing security-related procedures and protocols as directed by Allied Universal and site management.
+ Provide customer service by addressing inquiries and supporting clients, visitors, and staff in line with established guidelines.
+ Utilize communication and surveillance equipment to help to deter unauthorized activities and support overall security-related objectives at the location.
**What We're Looking For:**
+ Availability across various days and shifts
+ Reliability and ability to adapt to different post assignments
+ A desire to gain broad experience and grow within the company
+ Interest in transitioning into full-time roles when available
**Minimum Requirements:**
+ Must have at least 1 year of security-related experience.
+ Must be at least 21 years of age.
+ A valid driver's license is required in accordance with Allied Universal driver policy requirements.
+ Be at least 18 years of age for unarmed roles; 21+ years of age for armed roles.
+ Possess a high school diploma or equivalent.
+ As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws.
+ Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws.
+ As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law.
+ Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment.
+ A valid driver's license will be required for driving positions only.
**Why Join Us:**
+ Flexible Scheduling: Choose from a variety of open shifts that align with your availability and lifestyle.
+ Career Growth: Clear path to full-time roles and ongoing advancement through paid training programs.
+ Smart Tools: Access exclusive technology for real-time shift visibility and claiming.
+ Full-Time Benefits: Health insurance, 401(k) plans, and a comprehensive benefits package for full-time employees.
+ Employee Perks: Enjoy discounts at restaurants, entertainment venues, and more through our perks program.
**Allied Universal® is an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: .
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: .
**Allied Universal® is an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: .
If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit: .
**Job ID:**
**Location:** United States-Texas-Arlington
**Job Category:** Security Officer

Security Officer Flex Financial Operations Center

Overview

Allied Universal, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. We offer comprehensive benefits for most full-time positions, including medical, dental, and vision coverage, life insurance, a retirement plan, employee assistance programs, company discounts, perks, and more.

Job Description

Allied Universal is hiring a Security Professional Flex Officer. The Security Professional Flex Officer will serve and safeguard clients in a range of industries such as Healthcare, Education, Finance and more. Join a leading team where flexibility meets opportunity. As a Security Professional Flex Officer, you'll use our exclusive shift-pickup platform to view and claim open shifts based on your availability - giving you the freedom to build a schedule that works for you, while gaining valuable site experience across various industries. Whether you're looking to supplement your income or take the first step toward a full-time role and phenomenal career, this position offers unmatched access to hands-on experience and growth opportunities. The Security Professional Flex Officer may be called upon to work irregular shifts at times with little to no advance notice.

Pay $17.00 an hour

Paid Weekly

RESPONSIBILITIES:

• Perform security patrols of designated areas on foot or in vehicle
• Watch for irregular or unusual conditions that may create security concerns or safety hazards
• Sound alarms or calls police or fire department in case of fire or presence of unauthorized persons
• Warn violators of rule infractions, such as loitering, smoking, or carrying forbidden articles
• Permit authorized persons to enter property and monitors entrances and exits
• Observe departing personnel to protect against theft of company property and ensures that authorized removal of property is conducted within appropriate client requirements
• Investigate and prepare reports on accidents, incidents, and suspicious activities; maintain written logs as required by the post
• Aid customers, employees, and visitors in a courteous and professional manner
• Make emergency notifications as necessary pursuant to site Post Orders

QUALIFICATIONS (MUST HAVE):

• Must possess a high school diploma or equivalent or 5 years of verifiable experience
• Licensing requirements are subject to state and/or local laws and regulations and may be required prior to employment
• Valid driver's license if driving a company or customer-owned vehicle
• As a condition of employment, applicants will be subject to a background investigation in accordance with all federal, state, and local laws; Allied Universal will consider qualified applications with criminal histories in a manner consistent with applicable laws
• As a condition of employment, applicants will be subject to a drug screen to the extent permitted by law
• No prior experience required
• Be at least 18 years of age, or higher if required by the state (21 years, if armed)
• Reliability and ability to adapt to different post assignments
• Be able to operate radio or telephone equipment and/or console monitors
• Demonstrated ability to interact cordially and communicate with the public
• Effective oral and written communication skills; able to write informatively, clearly, and accurately
• Active listening and problem-solving skills
• Assess and evaluate situations effectively; identify critical issues quickly and accurately
• Mediate conflict with tact, diplomacy
• Teamwork
• Attention to detail

PREFERRED QUALIFICATIONS (NICE TO HAVE):

• Ability to speak, read, and write in multiple languages (e.g., Spanish, Portuguese, French, Arabic)
• Prior security, military, or law enforcement experience

BENEFITS:

• Health insurance and 401k plans for full-time positions
• Schedules that fit with your personal life goals
• Ongoing paid training programs and career growth opportunities
• Employee discounts through our perks program to your favorite restaurants, entertainment venues and much more…

Closing

Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information:

If you have any questions regarding Equal Employment Opportunity, have difficulty using the online system and require an alternate method to apply, or require an accommodation at any time during the recruitment and/or employment process, please contact our local Human Resources department. To find an office near you, please visit:

Requisition ID

**Company Overview**
Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $62 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.
**Job Description**
The Vice President/Senior Vice President Fund Financial Operations (FFO) is an integral member of the financial oversight, reporting, and investor servicing team. This position is primarily responsible for the following for a selection of our open-end, fund of funds and other perpetual vehicles: (i) quarterly financial results via oversight of the fund administrator and review of accounting results and all required reporting, (ii) quarterly investor report preparation and coordination in conjunction with Portfolio Management, and (iii) recurring and ad-hoc operational and financial performance requests from internal constituents, existing and prospective investors, and the supporting consulting community. Our fund of funds, open-ended, and perpetual vehicles serve a wide spectrum of investors, each with distinct and significant reporting requirements.
**Why this role matters:**
+ **Investor Trust:** Deliver quarterly/annual reporting packages and ad-hoc investor/consultant requests with rigor and consistency.
+ **Control & Assurance:** Own internal controls over financial reporting and key contributions to the SOC 1 environment.
+ **One Control Framework:** Harmonize policies and processes across multiple fund administrators and geographies.
+ **Business Partnership:** Translate financial results into clear implications for Portfolio Managers and senior leadership.
**What we are looking for:**
We are seeking a detail-oriented, and highly motivated finance professional with a proven track record in financial reporting, leading teams, organizational effectiveness, process improvement, financial and data quality reviews, and on-time, accurate and courteous delivery to clients. The ideal candidate will have a strong passion for accounting and/or financial reporting and a commitment to continuous development and growth in the finance field. They will demonstrate a high level of reliability, integrity, and a positive attitude, excelling both independently and as part of a team. With excellent interpersonal skills, the candidate will confidently engage with internal stakeholders and external partners in a polished and professional manner. Additionally, they will possess the adaptability to thrive in a dynamic, changing environment.
**Key Responsibilities:**
+ **Fund Administrator Oversight:**
+ Direct day-to-day performance; ensure accurate/timely NAVs, capital accounts, allocations; review/approve financials, calls/distributions, investor packages; enforce SLAs/KPIs.
+ Review quarterly financial statements, management fee calculations, and other reporting provided by third-party fund administrators
+ **Investor & External Reporting:**
+ Oversee quarterly/annual investor letters and reports, including financial statements under GAAP; coordinate audits with auditors and fund administrators; ensure timely and accurate K-1s, capital statements, and supplemental reporting to investors and consultants.
+ Own and execute the end-to-end investor reporting process, including quarterly reports, capital activity notices, and ad hoc requests.
+ Produce quarterly investor reports in Workiva by collaborating with Portfolio Management, Accounting, and other teams to assemble and produce operational and financial data required.
+ Manage the data flow and reporting framework to ensure timely, accurate, and relevant communications to investors.
+ Maintain oversight of fund accounting activities performed by third-party administrators, ensuring alignment with US GAAP, investor expectations, and operational standards
+ **Governance & Controls:**
+ Maintain policies and ensure adherence with internal controls
+ Partner with Legal/Compliance/Tax; identify and mitigate operational risk.
+ **Process & Data Oversight:**
+ Drive automation and workflow efficiency; improve data validation/lineage; evaluate tools (e.g., Yardi, Workiva, Juniper Square) to enhance accuracy and speed.
+ Identify and implement process enhancements to improve reporting efficiency, scalability, and transparency.
+ Coordinate and review capital call, distribution, and redemption communications with investors.
+ Maintain accuracy of fund and investor data in the Juniper Square investor portal, ensuring ease of access and transparency.
+ Liaise with other FFO team members to ensure consistency in processes and adoption of best practices across the firm.
+ **Stakeholder Engagement:**
+ Serve as the senior liaison to fund administrators, auditors, and key service providers; collaborate with Asset/Portfolio Management and Investor Relations; present updates to leadership.
+ Respond to investor inquiries with professionalism and precision, delivering best-in-class service and insights.
+ Review and respond to recurring and ad-hoc investor and consultant inquiries, surveys, and questionnaires related to operational and financial information with the aptitude to understand the request. Organize data collection across teams and ensure consistency with past reporting and appropriate disclosures.
+ Provide timely data and insights to internal stakeholders, including Portfolio Management, Due Diligence, and Global Investor Group Capital Raisers, to support firm-wide initiatives.
+ **Team Leadership:**
+ Lead and mentor a high-performing team; foster accountability, set clear expectations, and promote cross-functional collaboration.
+ Perform other essential duties as assigned.
**Requirements**
+ Bachelor's degree in Accounting, Finance, Economics, or a related field.
+ Minimum of 7 years of relevant experience in investor reporting, fund accounting, or financial analysis within private equity, Fund of Funds, or asset management.
+ Strong background in fund accounting and investor reporting, preferably within Fund of Funds or alternative investment structures.
+ Real estate private equity experience strongly preferred.
+ Demonstrated experience working with institutional investors and a clear understanding of their reporting expectations.
+ Exceptionally strong analytical and communication skills (both verbal and written), with an investor-centric mindset.
+ High attention to detail and commitment to the quality of deliverables.
+ Proven ability to manage multiple priorities in a fast-paced environment.
+ Strong leadership and project management capabilities, with a track record of effective cross-functional collaboration.
+ Commitment to delivering exceptional service and insights to investors, with a flexible, adaptable, and positive approach.
+ Familiarity with US and international real estate reporting standards (e.g., NCREIF, INREV) preferred.
+ Advanced proficiency in Microsoft Excel and Word.
+ Experience with Juniper Square, Workiva, and Yardi preferred.
+ Willingness to work extended hours during peak reporting periods.
+ On-site work required.
+ Qualifications may warrant placement in a different job title.
**Key Competencies:**
+ Intellectually curious, with a proactive mindset and a willingness to contribute ideas and challenge the status quo.
+ Strategic thinker who can see the big picture while maintaining a strong focus on detail and execution.
+ Demonstrates initiative and anticipates investor needs, delivering thoughtful and timely solutions.
+ Exceptionally organized and meticulous, with a critical eye for detail and accuracy.
+ Reliable and composed under pressure, with a high level of aptitude and professionalism.
+ Self-motivated and able to work independently, while also thriving in collaborative team environments.
+ Proven excellence in project management, with a consistent record of meeting deadlines and driving results.
+ Exhibits a strong work ethic, integrity, and a positive attitude.
+ Resourceful and solution-oriented, capable of taking ownership and driving assignments to completion.
+ Strong interpersonal skills, with the ability to engage confidently and professionally across all levels of the organization and with external stakeholders.
Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the "CCPA"). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here ( .
At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
_Affinius Capital is an Equal Opportunity Employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._
**Job Location** _US-TX-Dallas_
**ID** _ _
**# of Openings** _1_

**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 a Product Manager Lead within PNC's Technology organization, you can be based in Pittsburgh PA, Strongsville OH, Phoenix AZ or Dallas TX. This position is primarily based in a location within PNC's footprint.
As a Product Manager Lead (Cloud Financial Management) you will collaborate with various teams to analyze to understand cloud usage patterns and identify areas for cost efficiency, cloud costs, identify optimization opportunities, determine variance cause and provide transparency into results. This role combines expertise in cloud services, financial management, and operational efficiency to ensure that cloud spending is optimized, cost-effective, and aligned with business objectives.
Responsibilities:
- Oversee the overall Cloud FinOps strategy for cloud resources, ensuring that the organization optimizes cloud spending.
- Continuously monitor cloud spending trends and provide recommendations on cost reduction opportunities.
- Manage cloud billing, including tracking usage patterns, analyzing cost reports, and ensuring accurate billing reconciliation.
- Develop and maintain financial forecasting models for cloud costs, helping the organization predict future cloud expenses based on current usage patterns and anticipated growth.
- Provide visibility into cloud expenses across business units and departments, ensuring that costs are allocated correctly (e.g., showback or chargeback models)
- Implement cost allocation strategies (e.g., using tags, cost centers, or business units) to assign cloud expenses to the appropriate teams or departments.
- Ensure transparency in cloud usage by providing accurate and timely financial reports to key stakeholders, including executives, finance teams, and department leads.
- Set up cloud financial dashboards that provide real-time visibility into costs, resource usage, and trends.
- Develop financial reports and dashboards that track cloud spending.
- Monitor key performance indicators (KPIs) for cloud financial management, such as cloud cost trends, cost savings from optimization efforts, and cloud spending vs. budget.
- Implement automation tools for tracking and reporting cloud usage and costs, helping streamline financial processes.
- Use Cloud FinOps principles and tools (e.g., Apptio) to automate the financial management of cloud resources and provide real-time cost analysis.
- Set up automated alerts for unexpected cost spikes, ensuring prompt action to prevent budget overruns.
- Collaborate with technical teams (cloud architects, engineers, and operations) to understand cloud usage patterns, requirements, and growth projections.
- Establish governance frameworks to ensure that cloud financial practices comply with internal financial policies, as well as external regulatory requirements.
Skills/Experience:
- In-depth knowledge of cloud providers (AWS, Azure, & Google Cloud) and their pricing models, services, and billing structures.
- Strong understanding of financial modeling, cost allocation, forecasting, and budgeting, with experience managing cloud budgets and optimizing spending.
- Experience in implementing FinOps principles (cloud financial operations) to optimize cloud costs and foster collaboration between finance, operations, and engineering teams.
- Familiarity with cloud financial management tools such as Apptio.
- Experience with automation frameworks and tools that help optimize cloud financial management processes.
- Understanding of cloud infrastructure, services, and best practices to collaborate effectively with technical teams and identify areas for cost optimization.
Technology :
- Cloud Cost Management Tools such as Apptio
- Cloud Platforms: AWS, Azure, & Google Cloud
- Financial Modeling and Reporting Tools: Tableau, Power BI, Excel
Certifications Preferred:
- Cloud FinOps Certified Practitioner
- AWS Certified Cloud Practitioner
- Microsoft Certified Azure Fundamentals
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Responsible for end-to-end business and financial results for multi-faceted, complex products through the selection, design, development and promotion of new and existing products utilizing traditional and emerging capabilities in technology, operations, and data analytics to offer customers a differentiated product experience.
+ Uses knowledge of emerging technologies to deliver products to customers through all applicable channels. Prioritizes and makes decisions regarding recommendations. Champions business cases, business plan and roll-out of specific products, product groups or experiences.
+ Monitors the marketplace to assess product, technology, and markets trends to identify a market need or opportunity. Recommend innovative new products, new experiences or enhancements to existing products and develops and designs the features of a designated new or existing products Manages the end-to-end development, production, roll-out, pricing or promotion of specific products, product groups or experiences and resolves complex operational and process problems that arise .
+ Partners with key stakeholders including sales, marketing, digital channel delivery, and other internal service partners. Participates and/or leads activities with external stakeholders and clients to ensure all product offerings meet their strategic goals. Develops product-specific marketing initiatives. Supports risk management, compliance and audit needs as part of the first line of defense.
+ Drives business, financial and customer experience results of new and existing products and recommends modifications in product features and/or marketing to improve results. Coordinates across groups and leads key contributors.
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.
**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**
Business Objectives, Customer Solutions, Marketing, Product Development, Product Management, Sales
**Competencies**
Business Acumen, Collaborating, Competitive Environment, Decision Making and Critical Thinking, Design Thinking, Effective Communications, Emerging Technologies, Innovation, Knowledge Of Product Line, Problem Solving, Producing Results, Solutions Development
**Work Experience**
Roles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often 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**
No Required License(s)
**Pay Transparency**
Base Salary: $80,000.00 - $171,925.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
**Application Window**
Generally, this opening is expected to be posted for two business days from 10/01/2025, although it may be longer with business discretion.
**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.

**Description:**
You will be the Financial Management Sr for the THAAD International Post Production program team. Our team is responsible for providing timely and accurate financial reporting to internal and external customers.
**What You Will Be Doing**
As the Financial Management Sr you will be responsible for delivering senior‑level financial oversight, analysis, and reporting that drives program success.
Your responsibilities will include, but are not limited to:
+ Develop and deliver accurate financial reports for internal stakeholders and external customers.
+ Monitor program expenditures against budget and forecast future financial performance.
+ Identify and communicate financial risks and opportunities to senior leadership.
+ Coordinate with cross‑functional teams to ensure alignment of financial data with program milestones.
+ Support audit readiness and compliance with government and corporate financial regulations.
**Why Join Us**
We are seeking a seasoned finance professional who thrives in a high‑visibility defense program environment. The ideal candidate brings deep analytical expertise, a collaborative mindset, and a passion for delivering precise financial insight that directly impacts mission outcomes.
We are committed to supporting your work‑life balance and overall well‑being, offering flexible scheduling options. Learn more about Lockheed Martin's comprehensive benefits package here ( .
**Further Information About This Opportunity**
This position is in Dallas. Discover more about our Dallas, Texas location. ( BE A U.S. CITIZEN - This position is located at a facility that requires special access. The selected candidate must possess an active Secret clearance to start.
**Basic Qualifications:**
- Bachelor's degree from an accredited college in Finance or a related discipline
- Experience establishing / managing program cost baselines
- Experience with Earned Value Management (EVM)
- Experience conducting Estimate at Complete (EAC) analysis
- Proficient with Microsoft Office (Outlook, Excel, PowerPoint, Word)
- Ability to work independently in a fast-paced environment
- Excellent organization skills and ability to handle multiple projects with aggressive deadlines
- Demonstrated strong analytical skills with attention to detail and reporting accuracy
**Desired Skills:**
- Three (3) or more years of related experience
- Excellent communication, presentation, and organization skills
- Industry Standard ANSI / EIA 748-A; EVMS Management & Reporting
- Working knowledge of EFS (EAC, CSR Model, MDR)
- Working knowledge of Deltek Cobra EVM Software
- Working knowledge of Oracle EPM Financial Planning Software
**Security Clearance Statement:** This position requires a government security clearance, you must be a US Citizen for consideration.
**Clearance Level:** Secret
**Other Important Information You Should Know**
**Expression of Interest:** By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match. Should this match be identified you may be contacted for this and future openings.
**Ability to Work Remotely:** Part-time Remote Telework: The employee selected for this position will work part of their work schedule remotely and part of their work schedule at a designated Lockheed Martin facility. The specific weekly schedule will be discussed during the hiring process.
**Work Schedules:** Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees. Schedules range from standard 40 hours over a five day work week while others may be condensed. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits.
**Schedule for this Position:** 4x10 hour day, 3 days off per week
**Lockheed Martin is an equal opportunity employer. Qualified candidates will be considered without regard to legally protected characteristics.**
**The application window will close in 90 days; applicants are encouraged to apply within 5 - 30 days of the requisition posting date in order to receive optimal consideration.**
At Lockheed Martin, we use our passion for purposeful innovation to help keep people safe and solve the world's most complex challenges. Our people are some of the greatest minds in the industry and truly make Lockheed Martin a great place to work.
With our employees as our priority, we provide diverse career opportunities designed to propel, develop, and boost agility. Our flexible schedules, competitive pay, and comprehensive benefits enable our employees to live a healthy, fulfilling life at and outside of work. We place an emphasis on empowering our employees by fostering an inclusive environment built upon integrity and corporate responsibility.
If this sounds like a culture you connect with, you're invited to apply for this role. Or, if you are unsure whether your experience aligns with the requirements of this position, we encourage you to search on Lockheed Martin Jobs , and apply for roles that align with your qualifications.
**Experience Level:** Experienced Professional
**Business Unit:** MISSILES AND FIRE CONTROL
**Relocation Available:** Possible
**Career Area:** Finance
**Type:** Full-Time
**Shift:** First