We are looking for a skilled Planner or Associate Planner to join our team in Dallas, Texas. In this role, you will play a pivotal part in providing financial analysis and modeling, offering insights that support strategic decision-making. The ideal candidate will thrive in a client-facing environment and be eager to contribute to business growth through proactive engagement with the market.<br><br>Responsibilities:<br>• Conduct in-depth financial analysis and develop financial models to support business objectives.<br>• Perform variance analysis to identify trends and provide actionable recommendations.<br>• Utilize advanced data mining techniques to extract valuable insights from complex datasets.<br>• Collaborate with clients to understand their needs and deliver tailored financial solutions.<br>• Assist in selling services and building strong market relationships to drive business growth.<br>• Prepare detailed reports and presentations that effectively communicate financial findings.<br>• Support ad hoc financial analysis requests to address immediate business challenges.<br>• Maintain a client-focused mindset to ensure exceptional service delivery.<br>• Stay updated on industry trends and apply relevant knowledge to enhance planning strategies.
<p>We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.</p><p>• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.</p><p>• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.</p><p>• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.</p><p>• Perform financial analysis and tax planning for clients' business units to optimize outcomes.</p><p>• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.</p><p>• Review and reconcile current investment asset allocations to ensure alignment with client objectives.</p><p>• Analyze and optimize retirement plans based on annual goals and client-specific needs.</p><p>• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.</p><p>• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.</p>
The ideal candidate will bring real-world experience in financial operations for a global hedge / private-equity fund supporting daily reconciliations, trade settlement, and the monthly close cycle. At month-end, this individual will be responsible for preparing investor allocations and preparing the financial statements. Beyond the hedge / private-equity fund accounting, this position offers the ability to be hands-on with one of the fund’s portfolio companies and maintain the books for the sales-based organization. Ample opportunities exist for project-based work, including system integration and process improvement.<br> <br> · Reconcile position and cash balances across multiple counterparties and banks on a daily basis.<br> · Monitor daily trading activity ensuring all listed and OTC trades are booked daily. Confirm trade settlement occurs on time, instructing cash payments as appropriate.<br> · Review all margin calls for accuracy and fund, as necessary.<br> · Maintain books and records of each fund in Geneva coordinating with the third-party administrator daily.<br> · Calculate the investor allocations and oversee the production of the investor statements and monthly financials<br> · Work with the auditors to produce annual audited financial statements<br> · Perform the day-to-day accounting functions, including, but not limited to, calculating prepaid and accruals within the general ledger, reviewing the accounts payable and receivable balances, recording inventory, and reconciling intercompany balances.<br> · Manage balance sheet, prepare accurate and timely reconciliations, and ensure reserve balances are adequate<br> · Monitor banking transactions between accounts and legal entities<br> · Develop and perform analytical reviews monthly, quarterly, and annual financial results highlighting key drivers in local business unit performance.<br> · Work directly with external auditors for annual financial audits<br> · Work directly with external tax preparers to provide requested information in an accurate and timely manner.<br> · Prepare accurate and timely sales tax and use tax returns.<br> · Completion of special projects, as requested.<br> <br>Requirements:<br> · At least 5-7 years of financial operations (product accounting) experience.<br> · Understanding of hedge fund structures and accounting, including investor allocations<br> · Experience working with Advent’s Geneva<br> · Focus on process improvements and automation of manual processes<br> · Experience with system integrations/conversions<br> · BA degree in accounting, finance, or a related field (Preferred)<br> · Strong analytical and problem-solving skills<br> · Great interpersonal and verbal communication skills<br> · Sound knowledge of accounting principles and standards<br> · Superior data management and data analysis skills<br> · Strong time management and organizational skills
<p>Join our team as an Administrative Assistant and play a key role in supporting daily operations. We are looking for a detail-oriented professional with at least 3 years of experience in administrative roles, who excels in a fast-paced environment and demonstrates outstanding communication and organizational skills.</p><p><br></p><p>Responsibilities</p><ul><li>Provide comprehensive administrative support to staff and management</li><li>Manage calendars, schedule appointments, and coordinate meetings</li><li>Prepare, proofread, and edit documents, reports, and presentations</li><li>Handle incoming calls, emails, and correspondence; direct inquiries appropriately</li><li>Organize and maintain physical and digital filing systems</li><li>Monitor and order office supplies as needed</li><li>Assist in planning and executing department meetings and special events</li><li>Support data entry, project management, and other office operations as needed</li></ul>
Key Responsibilities:<br><br>Must have - 3+ years of professional services billing experience (Construction, Engineering or Architecture)<br><br>Billing & Invoice Management<br><br>Set up and maintain new projects within the financial system, ensuring client contracts, approved budgets, billing terms, rate tables, and insurance certificates are accurately entered and tracked.<br>Generate and distribute timely monthly invoices to clients, attaching all required backup documentation (e.g., Lien Waivers, supporting forms).<br>Upload invoices and supporting documents to client payment portals.<br>Respond to client inquiries regarding payment processes and provide necessary documentation, such as W9 forms.<br>Collections & Cash Application<br><br>Proactively monitor accounts receivable aging, following up on outstanding balances to ensure timely payments.<br>Provide accounts receivable reports and statements to Project Managers and clients as needed.<br>Partner with the collections team to keep client comments and AR statuses up to date.<br>Apply cash receipts and investigate unidentified payments, working with the accounting team to resolve variances.<br>Contractor & Project Support<br><br>Review contractor invoices for accuracy and inclusion with client billing.<br>Ensure contractors are paid promptly based on contract terms by following up with internal and external stakeholders.<br>Support timely timesheet submissions by coordinating with employees and managers.<br>Prepare ad hoc reports, project summaries, and AR statements to assist Project Managers with project oversight.<br>Qualifications<br><br>Associate’s or Bachelor’s degree in Accounting, Finance, or a related field preferred.<br>Minimum three years’ experience in billing, accounts receivable, or related accounting roles.<br>Prior experience in a professional services and/or multi-entity environment; knowledge of the architecture/engineering/construction sector is beneficial.<br>Strong proficiency in Microsoft Excel is required; experience with Deltek is a plus.<br>Solid understanding of standard contract billing terms — hourly, lump sum, and “not-to-exceed” arrangements.<br>Exceptional attention to detail, accuracy, and organizational skills.<br>Capable of working independently, taking initiative, and managing multiple priorities effectively.<br>Strong written and verbal communication skills with a client service orientation.<br>Demonstrated problem-solving ability to investigate and resolve billing or payment issues.
Billing Specialist Overview: The Billing Specialist plays a critical role in ensuring the seamless execution of billing processes, compliance with firm policies, and client satisfaction. This individual will manage complex billing workflows, resolve disputes, and provide detailed reporting in a fast-paced, detail oriented services environment. Key Responsibilities: Create, review, and edit bill proformas based on requests from attorneys, paralegals, and secretaries. Process high-volume, complex legal bills efficiently, including applying discounts, split-party billing, and preparing e-bills. Analyze and monitor e-billing platforms to handle appeals for deductions and specialty legal billing issues. Submit invoices via mail, email, and e-billing platforms (e.g., CounselLink, LegalTracker, TyMetrix 360, etc.). Maintain billing and matter management data in ERP systems and e-billing platforms by setting up clients, matters, timekeepers, and rates, and coordinating with clients for system setup support. Ensure compliance with firm billing policies, outside counsel guidelines, and client-specific requirements, recommending policy updates as needed. Accurately manage client and matter setup, billing arrangements, accruals, budgets, and status reports to meet deadlines. Review and approve new client/matter intake forms to verify billing arrangements, rates, and discounts. Assess and provide feedback on billing requirements in new client engagement letters. Maintain desktop procedures and documentation for special handling requirements. Generate billing schedules and analyses, and ensure compliance with client-specific reporting needs (e.g., accruals, budgets, timekeeper data). Test and verify billing software application updates and enhancements. Assist with ad hoc accounting projects as assigned. Communicate courteously and professionally with clients, attorneys, and staff across all levels of the firm. Skills and Qualifications: Experience: 1–3 years of relevant experience required; billing experience in a detail oriented services or law firm environment is preferred. Proficiency: Strong knowledge of Microsoft Office, especially Excel, Word, and Outlook, with the ability to learn new software/applications quickly. Familiarity with billing platforms (e.g., Aderant) and e-billing systems is a plus. Education: An associate degree in accounting or a related field is required; a bachelor’s degree is preferred. Equivalent work experience may be considered. Technical Skills: Solid understanding of accounting processes and aptitude for working with ERP and billing systems. Soft Skills: Excellent attention to detail, organizational ability, and time management. Strong communication (written and verbal) skills with a client-focused approach. Attributes: Must possess analytical skills, the ability to multi-task effectively, and a collaborative mindset to work both independently and as part of a diverse team. Additional Requirements: Familiarity with outside counsel billing guidelines and client engagement letters. Capacity to interact with a variety of personalities and stakeholders at different levels of the organization.
<p>The Executive Assistant provides high-level administrative and operational support to executives and senior leaders within our company. This professional role requires strong organizational, communication, and technical skills to proactively manage executive schedules, projects, and priorities. The Executive Assistant serves as a trusted partner, ensuring seamless coordination and supporting strategic initiatives.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage complex calendars, schedules, and travel arrangements for executives.</li><li>Facilitate meetings, prepare agendas, coordinate logistics, and draft meeting minutes as required.</li><li>Prepare, review, and distribute confidential correspondence, presentations, and reports.</li><li>Liaise with internal teams and external partners on behalf of executives.</li><li>Handle expense reports, procurement requests, and executive documentation.</li><li>Support workflow automation initiatives and leverage digital tools to streamline business processes.</li><li>Maintain files, records, and databases according to company policies.</li><li>Monitor and prioritize incoming communications and requests.</li><li>Coordinate special projects and assist with cross-functional process improvements.</li><li>Uphold discretion and confidentiality in all matters related to the executive office.</li></ul><p><br></p>
<p>We are looking for an experienced Paralegal to join our team in Fort Worth, Texas. This role requires a highly organized individual with strong attention to detail and a deep understanding of legal processes. The ideal candidate will support attorneys in various areas of law, ensuring smooth case management and accurate documentation.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and maintain schedules for hearings, deadlines, and other legal events.</p><p>• Provide comprehensive support to attorneys in case preparation and client management.</p><p>• Collect and analyze information from multiple sources to assist in legal proceedings.</p><p>• Draft and review legal documents, including divorce decrees, custody agreements, prenuptial contracts, wills, and affidavits.</p><p>• Conduct research to identify legal precedents and support courtroom arguments.</p><p>• Interview clients to gather case-related information and understand their objectives.</p><p>• Explain legal concepts and processes to clients in an accessible manner.</p><p>• Prepare settlement agreements, motions, subpoenas, pleadings, and discovery requests.</p><p>• Utilize case management software and databases to organize and maintain case files.</p><p>• Ensure all tasks are completed accurately while managing multiple deadlines in a fast-paced environment.</p><p>You are going to love this job! If you have the qualifications, call Rosie Jones at 214-999-0909</p>
