10 Senior Management Roles jobs in Dallas
Strategic Planning Manager
Posted 1 day ago
Job Viewed
Job Description
This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered.
_Please note that per our policy on_ **_hybrid/virtual work_** _, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law._
The **Strategic Planning Manager** is responsible for overseeing corporate planning processes.
**How will you make an impact:**
+ Ensure that business and other staff unit plans are aligned and focused on corporate objectives.
+ Work with VP to ensure that appropriate analysis research and support are provided to various units within the company to produce a Board approved operational and strategic plan.
+ Develop and collect environmental issues and analysis.
+ Analyzes data and summarizes performance using summary statistical procedures.
+ Develops and analyzes business performance reports (e.g., risk adjustment scoring by major groups, operational performance metrics) and provides notations of performance deviations and anomalies.
+ Creates and publishes periodic reports, any necessary ad hoc reports, and presenting to management.
+ May require taking business issue and devising best way to develop appropriate diagnostic and/or tracking data that will translate business requirements into usable decision support tools.
+ May make recommendations based upon data analysis.
+ Provides analytic consultation to other business areas, leadership or external customers.
+ Data analysis and reporting encompass a much higher level of complexity.
**Minimum Requirements:**
+ Requires a BA/BS degree in a related field and a minimum of 4 years of related experience; or any combination of education and experience, which would provide an equivalent background.
**Preferred Skills, Capabilities and Experiences:**
+ Minimum 5 years experience in Medicare or risk adjustment strongly preferred.
+ Experience working with group retiree solutions strongly preferred.
+ Ability to manipulate large sets of data and knowledge of query tools strongly preferred.
+ Demonstrated executive presentation and communication experience strongly preferred.
+ Strong analytical, organizational, presentation, and problem-solving skills strongly preferred.
+ Project management experience in a matrix environment preferred strongly preferred.
+ Proficient to advance knowledge of MS Excel, MS PowerPoint, Smartsheet, and SNOW strongly preferred.
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact for assistance.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
Sr. Analyst, Strategic Planning (KFC)
Posted 12 days ago
Job Viewed
Job Description
KFC Corporation, based in Plano, TX, is one of the few brands in America that can boast about having a rich, 60-year history of success and innovation. In fact, KFC is the world's most popular chicken restaurant chain and a division of Yum! Brands, the world's largest restaurant company.
About the Job:
Drive Strategic Planning team's partnership/analysis on initiatives related to pipeline development, test markets, national promotions, and supply/product forecasting all inside the filter of driving franchisee economics. Independently lead cross functional teams related to Finance team initiatives. Provide thought leadership on modeling and analysis development to influence Leadership Team decisions based on data driven insights.
The Day-to-Day:
+ Promotion / Testing Analysis (60%) -Influence project teams with coach leadership in developing product & promotion pipeline - ensuring frameworks for sales/profit analysis, developing tactic validation plans, developing profitable system recommendations, support the entire promotion lifecycle from ideation to test market, decision, launch and post-promotion analysis.
+ Transform financial analysis into presentations with meaningful conclusions used to inform/influence both KFCC and Franchisee leadership. Support and drive holistic business case and financial mindset across cross-functional teams.
+ Supply Chain / Product Forecasting (10%) -Support Strat Planning, RSCS and other internal teams on product forecasts for test markets and promotions, flexibility/contingency planning, and building a sales growth mindset while managing risk.
+ Presentation Development (10%) - Transform financial analysis into meaningful conclusions used to inform/influence both KFCC and Franchisee leadership.
+ Ad Hoc Reporting (10%) - Perform various ad hoc initiatives as needed to support the business, such as operations simplification and RMI initiatives; influence holistic business case mindset on cross-functional teams.
+ Business Intelligence Tool Lead (10%) - Work as a liaison between IT and Finance teams to enhance and maintain existing BI Tools.
Is This You?
EDUCATION :
+ Undergraduate Degree from accredited 4 year university - Finance, Accounting or Business Management required; MBA preferred
EXPERIENCE (and other qualifications):
+ Must have 4+ years of experience in financial reporting and planning.
+ Proficient in financial modeling (Excel), Power Point and Power BI
+ General knowledge of restaurant level P&L's required
+ Demonstrated people and influencing skills
+ Must have the ability to think strategically using analytics as a guide
+ Ability to communicate across all layers of the organization effectively
+ Must have the ability to multi-task on multiple high profile projects at any given time
+ Must have experience solving business problems with use of BI tools.
Work-Hard, Play-Hard:
+ Hybrid work schedule and year-round flex day Friday
+ Onsite childcare through Bright Horizons
+ Up to 4 weeks of vacation per year plus holidays and time off for volunteering
+ Generous parental leave for all new parents and adoption assistance program
+ 401(k) with a 6% matching contribution from Yum! Brands with immediate vesting
+ Comprehensive medical & dental including prescription drug benefits and 100% preventive care
+ Discounts, free food, swag and. honestly, too many good benefits to name
Salary Range: $87,100 - 92,250 annually + bonus eligibility + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
US Job Seekers/Employees - To view the "Know Your Rights" poster, click here: .
Employment eligibility to work with KFC in the U.S. is required as the company will not pursue visa sponsorship for this position.
California Residents: For more information about the categories of personal information we collect from you and how we use, sell, and share that information, please see our Privacy Notice for California Employees at
Behavioral Health - Program Coordinator, Ops and Strategic Planning
Posted 7 days ago
Job Viewed
Job Description
At Children's Health, our mission is to Make Life Better for Children, and we recognize that their health plays a crucial role in achieving this goal. Through our cutting-edge treatments and affiliation with UT Southwestern, we strive to deliver an extraordinary patient and family experience, ensuring that every moment, big or small, contributes to their overall well-being. Our dedication to promoting children's health extends beyond our organization and encompasses the broader community. Together, we can make a significant difference in the lives of children and contribute to a brighter and healthier future for all.
Summary: The Program Coordinator of Operational & Strategic Planning will act as a key leader representing programmatic operations for multiple departments/functions in the development of assigned strategic and/or operational projects. Lead planning teams for assigned areas/functions and coordinate planning teams with other planners and with internal and external consultants. Partner with departmental leaders (both employee and physician) across the organization to develop workflows and design concepts and/or tactical strategies to support change plans, including but not limited to expansion and growth plans.
Responsibilities:* Serves as the local leader and a critical point of contact for assigned operational and/or strategic project(s)* Collaborates with project and other leaders to ensure that appropriate consideration is given for the current and future needs of the assigned project, and to ensure planning issues are resolved and communicated. Keeps accurate records of meetings, decisions, open items, and the resolution of issues* Communicates with leaders assigned to various planning teams, including but not limited to project leadership, architects/engineers, and facilities leaders* May be assigned to lead planning teams* Co-leads one or more assigned committees and serves as a leader on other committees associated with assigned project(s)* Authorized to serve as the voice for assigned areas of responsibility/departments. Attends all meetings to provide perspective from Operations/Strategy and acts as the conduit between operational departments and project management* Uses organizational knowledge to lead others and influence workflow redesign in support of new concepts related to assigned project(s)* Organizes workgroups to facilitate cross-functional planning for adjacencies and efficiencies, which may include patient flow or service line strategies and business development opportunities. Workgroups may include frontline staff, leaders, physicians, and patient/families as appropriate for the project* Partners with leadership from Operations, Strategy/Business Development, and others to codify current operational requirements and future needs to meet strategic goals* Advocates for leading-edge patient, employee, and physician experience* Leads transition efforts according to project needs and goals* May work with executive leaders to create presentation materials* Facilitates decision-making by advocating for operational/strategic needs and escalating to upline leadership and other teams when necessary
This is a Full Time, Day shift position.
Work Experience* At least 1 year Experience working in healthcare Required* At least 1 year Leading others/managing groups; working in and around senior executives Preferred
Education* Graduate or professional work or advanced degree; or equivalent experience Required
We put our people first. We welcome, value, and respect the beliefs, identities and experiences of our patients and colleagues. We are committed to delivering culturally effective care, creating meaningful partnerships in the communities we serve, and equipping and developing our team members to make Children's Health a place where everyone can contribute.
Holistic Benefits How We'll Care for You:
Employee portion of medical plan premiums are covered after 3 years.
4%-10% employee savings plan match based on tenure
Paid Parental Leave (up to 12 weeks)
Caregiver Leave
Adoption and surrogacy reimbursement
As an equal opportunity employer, Children's Health does not discriminate against employees or applicants because of race, color, religion, sex, gender identity and expression, sexual orientation, age, national origin, veteran or military status, disability, or genetic information or any other Federal or State legally-protected status or class. This applies to all aspects of the employer-employee relationship including but not limited to recruitment, hiring, promotion, transfer pay, training, discipline, workforce adjustments, termination, employee benefits, and any other employment-related activity.
Assoc. Manager, Strategic Planning Calendar & Innovation - Finance (KFC)

Posted 1 day ago
Job Viewed
Job Description
KFC Corporation, based in Plano, TX, is one of the few brands in America that can boast about having a rich, 60-year history of success and innovation. In fact, KFC is the world's most popular chicken restaurant chain and a division of Yum! Brands, the world's largest restaurant company.
About the Job:
Join the team that leads strategy, financial analysis, supply chain forecasting and influences Marketing for the World's Greatest Chicken Company. We cook chicken fresh, from scratch, in all 4,000 of our US restaurants, and our team is dedicated to finding ways to sell more chicken and drive greater profits! You will support and steer the organization to successfully deliver growth.
The Day-to-Day:
Digital Calendar Strategy (50%)
+ Provide strategic financial support for e-commerce and digital channels including Aggregator, Owned Channel & Kiosk, focusing on digital promotions & KFC Loyalty.
+ Complete test market analysis to support the business case for new digital promotions. Make assessments of incrementality, promo profitability, impact to channel economics and impact to the customer base.
+ Conduct post-promo analysis to document promo KPI's for share back to the franchise system.
National Test Market Analysis (30%)
+ Support project teams in developing product & promotion pipeline, helping to translate financial data into actionable insights.
+ Complete test market analysis to support business case for new product/promotion/strategic pipeline, and influence cross-functional teams to ensure KFC is pursuing easy to execute, sales- and profit-driving initiatives.
+ Partner with Restaurant Supply Chain Team to ensure there is adequate supply to cover promotional activity
Ad Hoc Reporting (20%)
+ Perform various ad hoc initiatives to support the business as they arise.
Is This You?
+ Education/Certifications - Undergraduate Degree from accredited 4-year university -Finance, Accounting or Business Management required, M.B.A. - Preferred
+ Experience
+ Years of Experience - 5+ years of experience in Strategy, Financial Planning or equivalent experience
+ Excellent communication skills with ability to play a key role in influencing on large strategic initiatives
+ Demonstrated ability to work with senior management teams and partner effectively with a range of cross-functional groups
+ Superior analytical, financial modeling and overall problem-solving abilities
+ General knowledge of restaurant business model
+ Must be proficient/advanced in Microsoft Excel, Word, Power Point and Power BI
Work-Hard, Play-Hard:
+ Hybrid work schedule and year-round flex day Friday
+ Onsite childcare through Bright Horizons
+ Up to 4 weeks of vacation per year plus holidays and time off for volunteering
+ Generous parental leave for all new parents and adoption assistance program
+ 401(k) with a 6% matching contribution from Yum! Brands with immediate vesting
+ Comprehensive medical & dental including prescription drug benefits and 100% preventive care
+ Discounts, free food, swag and. honestly, too many good benefits to name
Salary Range: $96,700 - 102,420 annually + bonus eligibility + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
US Job Seekers/Employees - To view the "Know Your Rights" poster, click here: .
Employment eligibility to work with KFC in the U.S. is required as the company will not pursue visa sponsorship for this position.
California Residents: For more information about the categories of personal information we collect from you and how we use, sell, and share that information, please see our Privacy Notice for California Employees at
Meeting Manager (Strategic Meeting & Event Planning)
Posted 7 days ago
Job Viewed
Job Description
What Meetings and Events contributes to Cardinal Health
The Meeting Manager is responsible for the development, planning and implementation of internal and external meetings, events, and trade shows aligned with strategic business and brand objectives.
Location : Work from home and fully remote, but specifically targeting individuals in the Dallas-Fort Worth, TX or Cleveland, OH areas (within commutable distance of office).
Responsibilities
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Leads planning and execution of meetings.
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Manages event budget - develops forecast, updates in real time, and finalize post event
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Manage event reconciliation post-event - identify and validate all charges from venue and vendors, breakdown costs per person for purposes of Sunshine reporting, and utilize appropriate systems to report costs
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Work directly with venues and outside vendors to coordinate meeting needs, such as audio visual, food & beverage, and other onsite logistics
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Adherence to Cardinal Health compliance guidelines
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Participate in internal and external meetings on weekly (or otherwise) basis
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Work in Cvent to set-up event registration sites and update information on a regular or as needed basis
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Lead onsite meeting logistics, including but not limited to communication with hotel, communication with vendors, coordination of F&B, coordination of A/V
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Identify meeting materials and production needed onsite, and work with Meeting Coordinator to execute (create and ship)
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Serve as primary onsite contact for venue and any vendors
Qualifications
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Bachelors degree in related field, preferred
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5+ years experience in related field, preferred
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Certified Meeting Professional (CMP), preferred
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Strong CVENT, preferred
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Strong Excel experience, required
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Strong travel and hotel booking experience, required
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Strong organizational skills
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Strong written and verbal skills
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Ability to work in a fast-paced, demanding environment
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Ability to travel on weekends as needed to assist on-property at meetings/events
What is expected of you and others at this level
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Demonstrates knowledge of meeting planning and project management practices.
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Negotiates, manages and/or implements budgets and contracts with external vendors.
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Demonstrates strong interpersonal skills and serves as a strategic advisor to clients.
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Utilizes software to track registration, budgets, logistics and other information for meetings & events.
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Translates the goals and objectives of meetings and events into a positive and effective experience.
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Demonstrates ability to work with cross-functional team to ensure event success.
Anticipated Pay Range $66,500.00 - $82,400.00 USD
Bonus Eligible - No
Benefits: Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
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Medical, dental and vision coverage
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Paid time off plan
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Health savings account (HSA)
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401k savings plan
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Access to wages before pay day with myFlexPay
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Flexible spending accounts (FSAs)
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Short- and long-term disability coverage
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Work-Life resources
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Paid parental leave
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Healthy lifestyle programs
Application window anticipated to close : 09/10/2025 * if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply.
Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law.
To read and review this privacy notice click here (
Meeting Manager (Strategic Meeting & Event Planning)
Posted 10 days ago
Job Viewed
Job Description
The Meeting Manager is responsible for the development, planning and implementation of internal and external meetings, events, and trade shows aligned with strategic business and brand objectives.
**Location** : Work from home and fully remote, but specifically targeting individuals in the Dallas-Fort Worth, TX or Cleveland, OH areas (within commutable distance of office).
**_Responsibilities_**
+ Leads planning and execution of meetings.
+ Manages event budget - develops forecast, updates in real time, and finalize post event
+ Manage event reconciliation post-event - identify and validate all charges from venue and vendors, breakdown costs per person for purposes of Sunshine reporting, and utilize appropriate systems to report costs
+ Work directly with venues and outside vendors to coordinate meeting needs, such as audio visual, food & beverage, and other onsite logistics
+ Adherence to Cardinal Health compliance guidelines
+ Participate in internal and external meetings on weekly (or otherwise) basis
+ Work in Cvent to set-up event registration sites and update information on a regular or as needed basis
+ Lead onsite meeting logistics, including but not limited to communication with hotel, communication with vendors, coordination of F&B, coordination of A/V
+ Identify meeting materials and production needed onsite, and work with Meeting Coordinator to execute (create and ship)
+ Serve as primary onsite contact for venue and any vendors
**_Qualifications_**
+ Bachelors degree in related field, preferred
+ 5+ years experience in related field, preferred
+ Certified Meeting Professional (CMP), preferred
+ Strong CVENT, preferred
+ Strong Excel experience, required
+ Strong travel and hotel booking experience, required
+ Strong organizational skills
+ Strong written and verbal skills
+ Ability to work in a fast-paced, demanding environment
+ Ability to travel on weekends as needed to assist on-property at meetings/events
**_What is expected of you and others at this level_**
+ Demonstrates knowledge of meeting planning and project management practices.
+ Negotiates, manages and/or implements budgets and contracts with external vendors.
+ Demonstrates strong interpersonal skills and serves as a strategic advisor to clients.
+ Utilizes software to track registration, budgets, logistics and other information for meetings & events.
+ Translates the goals and objectives of meetings and events into a positive and effective experience.
+ Demonstrates ability to work with cross-functional team to ensure event success.
**Anticipated Pay Range** $66,500.00 - $82,400.00 USD
**Bonus Eligible** - No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with myFlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close** : 09/10/2025 * if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (
Corporate Planning & Management, Strategic Sourcing, Associate - Dallas
Posted 7 days ago
Job Viewed
Job Description
Corporate Planning & Management, Strategic Sourcing, Associate
The Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm. CPM have 5 operating pillars.
Role Overview
Professionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Spend Management pillar.
The role requires collaboration with different functions across the firm on a regular basis, an ability to work independently, and ability to interact with senior professionals across the firm. It also entails in-depth analysis and reporting for senior management, requiring diligence and a commercial mindset. The candidate is required to work closely with global counterparts. Should have excellent verbal and written communication skills.
Job responsibilities will include, but are not limited to:
- Work collaboratively to deploy category management techniques to develop multi-year global strategies which support the delivery of the firm's commercial and operational objectives
- Partner with business and functional leadership to understand short, medium, and long-term third-party requirements including demand management
- Support Procurement strategy creation and execution of key initiatives
- Identify and implement best practices in procurement, commercial and vendor management
- Drive supply side initiatives to reduce or contain risk, and / or create commercial and revenue generating opportunities
- Ensure appropriate contract structures / types, pricing models, vendor incentive models, service level agreements, performance indicators and cost models are applied consistently across vendors
- Partner with internal and external legal counsel to ensure proper forms of Agreement are utilized, contractor conformance with the terms and conditions of the Agreements, and refinement of Agreements as required
- Manage compliance with and provide reporting on the firm's commitments in relation to ESG
- Facilitate sharing knowledge, experiences and best practice within and across global Strategic Sourcing team
- Support compliance to the Firmwide Third Party Risk and Control Framework and associated programs
- Engage with Risk Partners across the organization (e.g., compliance, technology), as needed, to review control requirements and drive resolution of Strategic Sourcing issues
- Role based Dallas with potential for travel as required
Qualifications:
- Bachelors
- Minimum five years' experience in Strategic Souring and Category management, particularity in the indirect spend with a preference in corporate services sourcing, including but not limited to workplace-related services such as hospitality, property management and document management services.
- Must have strong technical, strategic and project management skills as well as a strong foundation in supply chain management, sourcing and procurement, project management vendor management legal and contracting or operational risk management
Competencies:
- Functional Expertise - Understanding of strategic procurement, category management approach and procurement value proposition
- Strategic Mindset - Needs to be able to effectively create category strategies with the ability to influence and guide key stakeholders with sourcing decisions. Needs to clearly understand and articulate the Procurement value proposition and demonstrate clear strategic thinking / intent within work product
- Technical Skills - Demonstrates strong technical skills required for the role, pays attention to detail, takes initiative to broaden his/her knowledge and demonstrates appropriate financial/analytical skills
- Drive and Motivation - Successfully handles multiple tasks, operates at pace, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
- Client and Business Focus - Strong stakeholder engagement skills. Effectively handles difficult requests, builds trust, long-term relationships with clients, helps the client to identify/define needs and manages client/business expectations
- Teamwork - Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
Preferred Qualifications:
- Experience of successfully negotiating complex, high-profile contracts, including incentivized service level agreements
- Excellent client management skills and experience in leading projects involving a range of stakeholders.
- Track record of being a team player collaborating with others within and across teams
- Proven, strong communication, interpersonal and organizational skills
- Professional and measured approach that has creditability within industry and with peers
- Strong executive-level communication/presentation skills
- Impeccable attention to detail and excellent problem solving and analytical skills
- Strategic thinker with strong implementation ability
- Proficient with the suite of Microsoft Office software
- Experience of Sourcing procure to pay tools (Ariba, Fieldglass, PMweb)
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Executive Risk / Management Liability Senior Broker
Posted 8 days ago
Job Viewed
Job Description
- Supports and demonstrates IMA's core values
- Values and understands the importance of diversity, equity, and inclusion among all IMA associates
- With moderate direction if necessary, responsibility for marketing, negotiations and placements of new and renewal business including:
- preparation of submissions
- market searches
- presentations to underwriters
- communications to service team members including AE/Producers
- analysis of contracts and financial statements as necessary
- preparation of proposals
- Assists Producers/Account Executives in sale of accounts to include possible fact-finding trips to Insured's location, preparation of proposal, and guidance on coverage
- Speaks with customers and internal service teams by phone or in person to coordinate accounts as necessary
- Ongoing servicing of ERS placements throughout the policy term, including addressing coverage questions
- Maintains organized account files with proper documentation, file construction, and integrity as required by IMA standards
- Claims advocacy as needed on non-complex claims
- Reads and understands the basic components of a financial statement
- Reads, understands, and articulates the details of an organizational chart
- Knowledge of the ERS workflows and responsibilities
- Maintains EPIC integrity of data in accordance with workflow
- 4 to 7 years of experience in Executive Risk or Management Liability preferred
- Bachelor's degree preferred or equivalent experience
- Technical education development (Management Liability Specific classes, designations, etc.)
- Intermediate Microsoft Office skills required
- Property & Casualty License required
- Written and verbal communication competencies required
- Critical:
- Tracks all tasks to applicable deadlines
- Handles high volume demands accurately with little lead time
- Responds timely and accurately
The anticipated posting timeline for this opportunity is 08/13/ /13/2025.
Salary Range
$70,000-$120,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
- Business Insurance Magazine Best Places to Work in Insurance
- 2023 Inc. Magazine's Best Workplaces
- 2023 Denver Business Journal's Best Places to Work
- Connecticut Top Work Places
- Inc. 5000's List of Fastest Growing Companies
- Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
- Kansas City Business Journal's Best Places to Work
- Charlotte Business Journal's Best Places to Work
- Los Angeles Business Journal's Best Places to Work
- The Salt Lake City Tribune Top Work Places
- Puget Sound Business Journal's Washington's Best Workplaces
- Wichita Business Journal's Best Places to Work, #1 in extra-large category
- 2021 Dallas Business Journal's Best Places to Work
- 2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Corporate Planning & Management, IT Strategic Sourcing, Analyst/Sr. Analyst- Dallas
Posted 7 days ago
Job Viewed
Job Description
Corporate Planning & Management - Spend Management - Technology Software
Dallas, TX
Divisional OverviewThe Corporate Planning & Management (CPM) Division unifies Finance & Planning, Spend Management, Operational Risk and Resilience, and CPM Engineering teams to deliver business planning and analytics, expense management, third party risk management, and governance strategies across the firm.
Spend Management encompasses the functions responsible for managing all aspects of the firm's spend with third parties - advising commercial agreements and driving operating efficiency. Departments include Strategic Sourcing, Procure to Pay, Integrated Travel and Expense, Infrastructure and Transformation and Sustainable Operations.
Role OverviewProfessionals in CPM have an analytical mindset, exhibit intellectual curiosity and are from diverse academic backgrounds. This role sits within the Spend Management pillar.
The Strategic Sourcing team within Spend Management is responsible for driving the execution of strategic priorities, including firm's operational efficiency and supplier diversity targets, as it relates to the Firm's relationships with vendors. We partner with Engineering leadership as well as various stakeholders across the firm on all software/SaaS, hardware, storage, telecommunications, multi-media, and co-location engagements. As a result, we are actively involved in the entirety of the vendor relationship lifecycle - from procurement to payment.
The Strategic Sourcing professional is a highly commercial role that requires extensive internal and external interfacing with a number of constituents, implementation of best practices and sound judgement to arrive at the right outcomes for the firm.
Job responsibilities will include, but are not limited to:
- Lead/participate in contract and commercial negotiations for technology-related products and services globally, with focus on software agreements, including both internally-hosted as well as vendor-hosted arrangements (SaaS/PaaS), while following vendor engagement model and adhering to firm's vendor-related policies and practices.
- Collaborate with various risk management partners, such as Legal, Finance, Information Security, Compliance, and others to ensure firm's vendor management policies and procedures are adhered to.
- Create financial analysis of pending transactions, including review of vendor financial viability as well as total cost of ownership and return on investment analyses. May involve interfacing with outside research companies to create benchmarking models and identify cost savings opportunities.
- Serve as an advisor to the business/technology groups in the areas of licensing and commercial/contractual/vendor risks, among others.
- Liaise across Engineering leadership, business and relationship managers to identify and escalate vendor/client sensitivities, commercial and relationship opportunities.
- Responsible for tracking of and reporting on strategic vendor management activities, spend and other trends of strategic vendors, understanding impact across firm/business units.
Basic Qualifications:
- Relevant Bachelor's degree or equivalent qualification with an excellent academic record
- 1-3 years of experience in Technology commercial and contract negotiation
- Analytical capabilities and financial modeling experience
- Excellent communication and interpersonal (written and verbal) skills, strong attention to detail and stakeholder management skills
- Ability to lead across team members and drive assignments to completion
- Ability to multi-task & deliver under pressure
- Solid work ethic and high level of motivation
- Proficient in Microsoft Excel and PowerPoint
Preferred Qualifications:
- Commercial and contract negotiation experience focused on software/SaaS licensing contracts
- Prior experience with the SAP Spend Management suite of products, including Ariba
- Prior experience in the financial services industry
- Prior experience with well-known enterprise vendors
- Prior technical experience or in-depth understanding of technical concepts
About Goldman Sachs
The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.
Goldman Sachs is an equal opportunity employer.
Operations Management Executive Director - Life Sciences Sector COO

Posted 17 days ago
Job Viewed
Job Description
Job ID
Posted
11-Jun-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Executive Management, Facilities Management
Location(s)
Atlanta - Georgia - United States of America, Charlotte - North Carolina - United States of America, Columbus - Ohio - United States of America, Dallas - Texas - United States of America, Grand Rapids - Michigan - United States of America, Hartford - Connecticut - United States of America, Indianapolis - Indiana - United States of America, Providence - Rhode Island - United States of America
**ROLE OVERVIEW:**
The Sector COO, GWS Enterprise, is a critical, executive leadership role that performs and delivers as a key value differentiator for the GWS Enterprise business, with the primary intent of helping our sector enterprise life sciences accounts succeed in executing on their contracts with ease.
This role is directly accountable for actualizing a powerful and dynamic operational and delivery excellence capability for the GWS Enterprise business. This includes leading everyday operational excellence across our global account teams focusing on quality, efficiency, compliance, and cost, through direct oversight of certain functions and influence of other processes that may be embedded in accounts. The right leader will effectively balance the centralized vs decentralized approach to achieving operational efficiency.
Through innovative and transformative initiatives, the COO assesses, adapts, and installs meaningful operational improvements in the pursuit of efficiency for excellence, simplification, growth, and profitability. This leader embodies a future focused, systematized, and programmatic approach and agenda to industry-lead the operating practice areas of client service delivery, shared services, account coverage and business performance into an integrated and compelling delivery mechanism.
The COO leads change and realizes synergistic value by shaping a culture of innovation. Well versed in operational methodologies, they deliver measurable value through a deep understanding of the significant influence operational transformation can bring forth.
The primary measures of success for the role are:
+ _Gross margin improvement for EA globally driven by demonstrable efficiency and cost reduction initiatives,_
+ _Continuous reduction and avoidance of business upsets through strong governance._
+ _Attainment of the Enterprise Scorecard annually with demonstrated YOY improvement in core operational metrics across the business._
The Enterprise Sector COO owns operational delivery, supporting the sector directors and wider teams to fulfil the client outcomes and service delivery of the contractual agreement. The COO's drive and cultivate growth alongside the sector directors and act as sr. leadership escalation point outside of the president. The COO is a voice of the business and the client to the platform and functions to ensure that the products and systems provided are relevant and add value either to our customers, employees, and P&L. To enable this functional alignment, all sector function leads should be dotted line through the Sector COO, with the exception of, Sales, Strategy & Finance.
**PERSON SPECIFICATION:**
**_Change Enablement:_**
+ COO's partner with leaders, peers, and platform leaders to jointly advance necessary change activities by clearly defining the monetized value target and implications for the business. They will anticipate the future business implications and work with the Sector, regional and global platform leadership to mobilize the organizational response to enable the full change cycle
**_Enables the Strategy & Growth through driving Operational Efficiencies:_**
+ Plays a critical leadership role in decreasing OPEX spending by leveraging operational efficiencies. They will also periodically scan the business for optimization opportunities and in parallel, monitor trends and disruptive events that may create risks for performance. This may include new and expanded account risks. Acts as a long-term advocate for the health of the business to secure sector longevity.
**_M&A_** :
+ COO's partner in identifying M&A opportunities and then lead the implementation to ensure value realization and integrative optimization.
**_Safety & Compliance_** :
+ The COO partners with safety and compliance teams to install critical compliance essentials within the Sector, Regions & Platform to solidify employee safety, HSE policies, data privacy and technical policies and procedures (Functional Dotted Lines in some cases).
**_Operational Reporting:_**
+ Provide accurate, synthesized executive-ready materials to articulate the overall commercial condition of the Sector and opportunities for improvement and growth.
**_Business Connectivity_** :
+ The COO will frequently engage with Sector Presidents, Delivery Excellence teams, Platform leaders, Functional leaders and other COO's and global practice leaders to know how and when to leverage available expertise for operational excellence.
**_Best Practices:_**
+ Through the utilization of process optimization, the COO will drive best practices, efficiencies, and effectiveness in every part of the Sector business including account management value chain and life cycle. The COO will scale best practice sharing by routinely sharing these across the business with other COO's.
**_Talent Enablement:_**
+ The COO will lead talent enablement for their teams including the selection, development, and retention of critical roles, who are ultimately accountable to execute against GWS and clients strategic, financial goals within the Sectors, Regions, and Platform. The COO will invest measurable time to develop, coach and mentor and therefore position anchor roles to be successful, extending their own effectiveness and value resulting in increased performance.
**_Managing Risk and Crisis Situations_** :
+ Anticipate and enable business risk mitigation strategies to protect CBRE interests. Create strategies and implement measures to mitigate potential threats, and handle crisis situations proactively and effectively
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at (U.S.) and (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more ( Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)