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4 results for Director Of Operations Financial Services in Dallas, TX

VP/Director of Finance

Irving, TX
onsite
Permanent / Full Time
140000 - 210000 USD / Yearly
We are looking for an accomplished finance leader to guide financial strategy and strengthen operational performance for a mission-driven organization based in Irving, Texas. This role combines executive-level planning with hands-on oversight of accounting, reporting, budgeting, and compliance to support sustainable growth and informed decision-making. The ideal candidate brings strong leadership, sound technical expertise, and a commitment to building financial processes that support long-term organizational impact. Responsibilities: • Lead the finance function, directing daily departmental operations while ensuring accurate, efficient, and well-controlled financial activities. • Partner with executive leadership to shape organizational strategy, offering financial insight that supports performance, growth, and responsible resource allocation. • Develop and manage annual budgets, rolling forecasts, and cash flow projections, using analysis to identify trends, risks, and opportunities. • Prepare and present quarterly and yearly financial reports that give leadership and governing bodies clear visibility into results and financial position. • Monitor organizational financial health on an ongoing basis, proactively addressing issues that could affect stability, compliance, or future performance. • Maintain strong internal controls, financial policies, and procedures to support regulatory compliance, audit readiness, and sound stewardship of funds. • Oversee month-end and year-end close processes to ensure timely reconciliation, reliable records, and accurate financial statements. • Guide the effective use and maintenance of finance-related systems and data, including platforms such as Salesforce, Business Central, and NAVision, to improve reporting accuracy and operational efficiency.
2026-07-17T00:00:00Z

VP/Director of Finance

Dallas, TX
onsite
Permanent / Full Time
190000 - 200000 USD / Yearly
We are looking for an experienced Director of FP&A to oversee financial planning and analysis, budgeting, and performance management for a growing organization based in Dallas, Texas. This critical leadership role requires close collaboration with executive teams to ensure strategic financial alignment and deliver actionable insights that drive decision-making. If you are passionate about building high-impact teams and shaping financial strategies, we invite you to join our dynamic environment. Responsibilities:• Drive the organization's annual budgeting, forecasting, and long-term financial planning processes to ensure alignment with strategic goals.• Develop and manage executive dashboards and reporting frameworks that provide clear visibility into financial performance for senior leadership.• Collaborate with executive teams to deliver financial insights, scenario analyses, and strategic recommendations.• Conduct structured reviews of revenue, costs, R&D, and operational metrics to ensure adherence to budgets and strategic plans.• Identify financial risks and opportunities, implementing corrective measures to maintain fiscal discipline.• Partner with the accounting team to synchronize financial plans with actual results and external reporting requirements.• Prepare executive-level materials for board, investor, and parent company reporting.• Lead and mentor the FP&A team, optimizing processes, tools, and governance structures.• Support special financial projects and initiatives, providing expertise and insights to advance organizational goals.
2026-07-17T00:00:00Z

Director of SEC Reporting

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Director of SEC Reporting to lead external financial reporting and technical accounting activities for our organization in Dallas, Texas. This role is responsible for delivering accurate and timely regulatory filings, strengthening disclosure quality, and partnering across finance, legal, tax, treasury, investor relations, and operations. The ideal candidate brings deep knowledge of public company reporting requirements, sound technical accounting judgment, and a strong focus on process improvement and compliance. Responsibilities:• Lead the preparation, review, and submission of quarterly, annual, and current regulatory filings, including Forms 10-Q, 10-K, 8-K, Section 16 reports, and the annual proxy statement in partnership with legal counsel.• Monitor reporting obligations and ensure disclosures align with applicable regulatory rules, including Regulation S-X, Regulation S-K, and Inline XBRL requirements.• Research emerging accounting and disclosure matters, assess the reporting impact of new business activities, and document conclusions in support of filing decisions.• Partner with investor relations, legal, treasury, tax, and operating teams to gather information and produce complete, accurate, and consistent external disclosures.• Improve the financial reporting cycle by advancing automation, standard practices, and more effective use of reporting platforms such as Workiva.• Coordinate with external auditors on quarterly and annual reporting matters, audit support, and technical accounting topics.• Prepare and review technical accounting memoranda and oversee key judgment areas, including equity-based compensation, impairment considerations, inventory-related analyses, and capitalization matters.• Maintain accounting policy documentation and evaluate internal controls tied to external reporting and technical accounting processes.• Oversee equity compensation administration and related accounting while collaborating with external service providers and internal partners to support compliance and accurate recordkeeping.• Supervise the Senior Finance Analyst and provide leadership on special projects, captive mortgage company reporting, and corporate governance support activities.
2026-08-17T00:00:00Z

Financial Analyst - Financial Services

Dallas, TX
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making. Responsibilities: • Prepare and review capital call and distribution calculations to support accurate and timely fund activity. • Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership. • Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors. • Compile data and perform calculations that support investor presentations and other fund-related meetings. • Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation. • Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests. • Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions. • Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
2026-07-24T00:00:00Z