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22 results for Project Manager Analyst in Plano, TX

Project Manager

Carrollton, TX
onsite
Permanent
85000 - 120000 USD / Yearly
A leading high-end architecture and construction firm is seeking a Project Manager to support the financial side of large, luxury residential projects. This is an excellent opportunity for an entry level Construction Science or Construction Management professional who wants hands-on experience in job costing, budgeting, and project financial organization. What You’ll Do<ul><li>Track project budgets and actual job costs</li><li>Review subcontractor/vendor invoices</li><li>Prepare construction billing packages</li><li>Monitor cost variances and maintain accurate financial records</li><li>Assist with planning budgets and estimating support</li><li>Partner with project managers, designers, and accounting</li></ul>Why This Role Stands Out ⭐<ul><li>Incredible team tenure: many employees have been here 10–25 years</li><li>Strong job security with a stable, well‑established and growing firm</li><li>Excellent benefits: 100% paid employee healthcare + 25 days PTO</li><li>Exposure to sophisticated design, engineering, and construction coordination</li><li>Clear growth path into senior project management</li></ul>
2026-04-02T00:00:00Z

Integration Project Manager

Addison, TX
onsite
Permanent
70000 - 95000 USD / Yearly
We are looking for an experienced Integration Project Manager. In this role, you will be responsible for leading and coordinating the integration of newly acquired centers into our established network. You will work across multiple departments to ensure seamless operational, financial, and HR alignment, while fostering strong relationships and maintaining a high level of professionalism. Responsibilities:• Oversee and manage full lifecycle integration efforts for newly acquired centers.• Design, pilot, and refine workflows to enhance the existing integration playbook.• Drive process standardization and consistency across the organization’s expanding footprint.• Act as the primary liaison between sellers, internal teams, and leadership to ensure alignment.• Coordinate the implementation and onboarding of core systems• Collaborate with teams in Finance, Operations, HR, and IT to facilitate smooth transitions.• Establish clear communication structures to support sellers before, during, and after acquisition.• Represent the organization with professionalism and strong executive presence.• Travel extensively (50–75%) to support integration efforts and maintain relationships.• Build scalable processes to improve sequencing, workflows, and overall integration efficiency
2026-04-08T00:00:00Z

Project Accountant

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Project Accountant to join our team in Dallas, Texas. This role requires expertise in managing project budgets, tracking costs, and ensuring accurate billing and revenue recognition. The ideal candidate will have a strong background in accounting within construction projects and a commitment to delivering accurate financial insights. Responsibilities:• Monitor and maintain project budgets, costs, and financial commitments to ensure alignment with objectives.• Analyze job costs against budgets, identifying discrepancies and potential risks.• Set up new projects within the accounting system, including establishing cost codes and budgets.• Review and process project-related expenses, subcontractor invoices, and purchase orders to ensure accuracy.• Verify that costs are properly coded to the appropriate project and phase.• Prepare and submit monthly progress billings, including AIA documentation such as G702/G703 forms.• Collaborate with project managers to gather percent-complete data and ensure accurate revenue recognition.• Track retainage, lien waivers, and billing schedules to maintain compliance and financial accuracy.• Manage time & materials (T&M) and lump sum billing as required, supporting collections and follow-ups on outstanding invoices.• Review subcontractor pay applications for compliance, accuracy, and proper documentation. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Project Accountant

Grand Prairie, TX
onsite
Permanent
90000 - 105000 USD / Yearly
We are looking for an experienced Project Accountant to manage the financial aspects of construction projects from initiation to completion. This position is integral to ensuring accurate financial tracking, compliance with accounting standards, and effective collaboration with project teams. The ideal candidate will have expertise in construction accounting and a strong ability to analyze and report on project finances. Responsibilities: • Oversee comprehensive project accounting for multiple active construction initiatives. • Handle revenue recognition tasks using percentage-of-completion accounting methods and prepare related journal entries. • Maintain precise job cost reports, forecasts for costs to complete, and margin analyses for projects. • Process monthly billings, including progress payments, retainage, and adjustments for change orders. • Reconcile project-related accounts such as accounts receivable and accounts payable. • Collaborate with Project Managers to monitor budgets, address variances, and assess financial risks. • Prepare monthly financial forecasts for projects and contribute to both internal and external reporting. • Assist in month-end and year-end close processes, including audits and financial reviews. • Ensure adherence to company policies and industry best practices for construction accounting. • Support initiatives to improve processes and implement system enhancements related to project accounting.
2026-04-01T00:00:00Z

Banking Project Manager (contract position)

Dallas, TX
onsite
Temporary
75 - 75 USD / Hourly
We are looking for a skilled Banking Project Manager with expertise in mergers and acquisitions to lead a high-impact integration project in Dallas, Texas. This long-term contract position involves managing the migration of banking platforms, overseeing customer data conversions, and ensuring seamless project execution. The ideal candidate will play a critical role in driving strategic initiatives and delivering exceptional results in a fast-paced environment.This is a 6+ month contract positionHybrid work schedule: 3-4 days onsite in Dallas, TX office 75225Must have Banking industry experienceMust have banking client conversion experience (mergers & acquisitions experience)Must have experience with FIS platforms: Digital-One or IBS Banking Project Manager (contract position):Responsibilities:• Lead the planning and execution of bank acquisition and integration projects, ensuring all deliverables align with organizational goals.• Manage the migration of customer data and banking platforms, including online banking and deposit account conversions.• Collaborate with cross-functional teams to develop test plans, cutover strategies, and ensure timely project delivery.• Communicate changes effectively to internal and external stakeholders, addressing platform updates and process modifications.• Identify potential risks and implement mitigation strategies, escalating critical issues to leadership as needed.• Support business transformation efforts by contributing to portfolio and deposit transaction growth during acquisition activities.• Oversee command center operations during key cutover and migration phases, with onsite presence as required.• Facilitate workshops and working groups, ensuring collaboration across departments and stakeholders.• Provide comprehensive project reporting and documentation to senior management, ensuring transparency and accountability.• Drive excellence in change management, fostering smooth transitions and stakeholder satisfaction.
2026-04-17T00:00:00Z

Business Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Business Analyst to join our team in Dallas, Texas. In this role, you will bridge the gap between business needs and technical solutions by gathering requirements, analyzing data, and supporting system workflows. Your expertise in documentation and communication will be instrumental in ensuring project success across multiple teams. Responsibilities:• Gather, document, and organize business requirements to support project goals.• Develop user stories, acceptance criteria, and use cases to guide system development.• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.• Perform data validation and reconciliations using tools such as Excel.• Verify business rules against system data and assist in creating data dictionaries.• Acquire knowledge of system workflows and document end-to-end processes.• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.• Draft detailed meeting notes, track open questions, and coordinate follow-ups.• Assist in creating and executing test plans, logging defects, and validating fixes.• Support go-live activities by ensuring system readiness and defect resolution. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Payroll Analyst

Irving, TX
onsite
Permanent
56160 - 62400 USD / Yearly
Key Responsibilities: Must Have's: **3 or more years of experience with ADP Payroll systems **Multistate payroll processing experience **Intermediate Excel Payroll Processing & Compliance Accurately process multi-state payrolls on weekly, bi-weekly, and semi-monthly cycles, ensuring adherence to federal, state, and local wage and hour laws. Review, analyze, and enter payroll data using ADP Vantage or similar platforms. Manage exceptional payroll transactions including out-of-sequence runs, reversals, reissues, and manual payments. Coordinate the administration of employee wage garnishments, such as child support orders, tax levies, and other deductions. Investigate and resolve payroll inconsistencies, including tracking stale checks and processing necessary adjustments. Provide initial troubleshooting and resolve payroll issues prior to escalating to ADP support. Process Review & Continuous Improvement Evaluate current payroll processes and internal controls to pinpoint inefficiencies, risks, and potential improvements. Develop actionable recommendations for process enhancements and present findings to leadership. Assist with the implementation and documentation of approved process changes. Analysis, Reporting & Cross-Functional Support Generate and support payroll reporting and metrics by leveraging data and system reports. Collaborate closely with HR, Finance, and business units to provide payroll expertise and insights. Support department initiatives, including payroll system enhancements and merger/acquisition activities. Training, Collaboration & Team Support Actively share expertise, mentor team members, and contribute to ongoing team development. Serve as a primary payroll contact for designated business units or departments. Consistently deliver excellent customer service while balancing accuracy, compliance, and tight deadlines. Qualifications: Required: 3–5 years’ payroll experience with enterprise payroll systems (ADP experience highly preferred). Demonstrated experience with multi-state payroll processing and compliance. In-depth knowledge of wage garnishments and payroll tax regulations. Proficiency in Excel at intermediate or advanced level. Ability to manage sensitive/confidential information with discretion. Strong analytical thinking and problem-solving capabilities. Proven ability to prioritize multiple tasks in a fast-paced, deadline-driven environment. Skilled at both written and verbal communication. Team player who thrives in collaborative, customer-oriented environments. Preferred: Experience supporting payroll-related projects or assisting with system implementations. Education: Bachelor’s degree in a relevant field, APA payroll certification, or equivalent combination of education and experience.
2026-03-25T00:00:00Z

Financial Planning & Analysis Manager

Coppell, TX
onsite
Permanent
115000 - 140000 USD / Yearly
Commercial Finance ManagerWe are seeking an experienced Commercial Finance Manager dedicated to supporting the financial aspects of commercial strategy and business growth. This key role bridges financial planning and analysis, pricing, sales effectiveness, and market expansion—enabling both short- and long-term objectives through hands-on partnership with a variety of global teams. Key Responsibilities<ul><li>Develop data-driven pricing models for managed services, working alongside country leaders to ensure proposals match profitability and competitive standards.</li><li>Collaborate with teams in finance, sales, and operations at the country level to adapt pricing frameworks for specific market and regulatory landscapes.</li><li>Analyze feasibility and commercial viability for new market entry, partnering with leaders in emerging markets.</li><li>Shape go-to-market strategies in partnership with product, sales, and operations colleagues, accounting for differing local dynamics.</li><li>Engage regularly with country-based business development teams across several time zones, occasionally requiring flexibility in working hours.</li><li>Perform in-depth financial analysis to inform decisions on packaging of services, contract terms, and customer segmentation.</li><li>Conduct competitive analysis and stay current on industry trends to support pricing and market entry decisions.</li><li>Maintain governance tools and scalable processes for the oversight and evaluation of commercial deals.</li><li>Track, review, and share insights on sales metrics such as revenue, growth, market penetration, and new customer acquisition.</li><li>Deliver presentations and recommendations to executive stakeholders, relying on clear, data-based insights to inform high-level decisions.</li><li>Provide mentorship and training to junior analysts, fostering a culture focused on performance and analytical growth.</li><li>Take ownership of specialized projects and executive reporting as required.</li></ul>
2026-04-17T00:00:00Z

Financial Data Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Data Analyst to join our team in Dallas, Texas. In this role, you will leverage your analytical expertise to assess managed care contracts, monitor financial performance, and identify opportunities for operational growth. This position offers the chance to work with large healthcare datasets and contribute to strategic decision-making within the pharmaceutical industry. Responsibilities:• Evaluate and model managed care contracts to ensure both reimbursement accuracy and profitability.• Develop and maintain financial models to forecast revenue and operational expenses effectively.• Analyze patient data, claims, and provider utilization to uncover cost-saving opportunities and growth potential.• Monitor monthly contract performance, generate performance reports, and compare KPIs against established financial targets.• Utilize Power BI and other business intelligence tools to manage and analyze complex healthcare datasets.• Create and maintain dashboards, run ad-hoc queries, and produce financial reports on payer performance and claims trends.• Assess payer contract terms to support negotiations, model actual versus expected revenue, and identify reimbursement optimization opportunities.• Serve as the subject matter expert on payer data for internal teams and external stakeholders, including PBMs and health plans.• Perform additional duties as required to support financial and operational objectives. If interested, please send your resume to [email protected]
2026-04-17T00:00:00Z

Financial Analyst

Irving, TX
onsite
Permanent
71000 - 108000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation. Responsibilities: • Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements. • Analyze financial data to identify trends, variances, and opportunities for process improvements. • Develop and execute test cases to ensure system changes align with business requirements. • Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions. • Act as a liaison between the accounting and IT teams to align system functionality with business needs. • Support audit and compliance processes by providing accurate documentation and analysis. • Apply accounting principles to improve financial systems and provide strategic recommendations. • Conduct variance analysis and financial modeling to support organizational goals. • Utilize tools such as Tableau and OTBI for data visualization and reporting. • Manage multiple tasks independently in a dynamic and fast-paced environment.
2026-04-03T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability. Responsibilities: • Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans. • Maintain and update forecasting models to reflect actual results and revised assumptions. • Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses. • Monitor performance against budget and forecast, identifying and explaining significant variances. • Generate comprehensive financial reports, dashboards, and schedules for management review. • Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends. • Analyze financial outcomes by customer, department, and business unit to support strategic business reviews. • Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues. • Perform customer and contract-level financial analyses, including revenue and margin tracking. • Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
2026-04-03T00:00:00Z

Financial Analyst

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency. Responsibilities:• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.• Develop and maintain financial models to support forecasting and annual budgeting processes.• Prepare and present ad hoc financial reports to assist management in strategic decision-making.• Perform variance analysis to evaluate financial performance against expectations.• Utilize data mining techniques to extract actionable insights from large datasets.• Collaborate with cross-functional teams to provide financial support and guidance.• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.• Ensure accuracy and compliance in all financial reports and processes.• Support continuous improvement initiatives within the financial planning and analysis function.
2026-04-17T00:00:00Z

Financial Analyst

Plano, TX
onsite
Temporary
31 - 37 USD / Hourly
Financial Analyst – Position DescriptionThe Financial Analyst supports financial planning, analysis, and reporting initiatives by providing data‑driven insights to leadership. This role partners cross‑functionally to analyze performance, support forecasting, and assist in strategic decision‑making. The ideal candidate is analytical, detail‑oriented, and comfortable working with large data sets.Key Responsibilities<ul><li>Analyze financial results and identify trends, risks, and opportunities</li><li>Prepare monthly, quarterly, and ad‑hoc financial reports</li><li>Support budgeting, forecasting, and variance analysis</li><li>Develop financial models to support business decisions</li><li>Collaborate with Accounting on actuals and reporting alignment</li><li>Assist with KPIs, dashboards, and performance metrics</li><li>Support leadership with data‑driven insights and recommendations</li></ul>
2026-04-13T00:00:00Z

Financial Analyst

Lewisville, TX
onsite
Permanent
65000 - 80000 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Lewisville, Texas. In this role, you will be responsible for analyzing financial data, developing forecasts, and providing strategic decision support to drive business growth. This position offers the opportunity to work on a variety of projects, collaborate with different departments, and contribute to key company initiatives. Responsibilities: • Create comprehensive five-year forecasts for growth opportunities related to acquisitions, greenfield, and brownfield projects. • Partner with operations teams to formulate growth strategies and analyze the financial performance of past acquisitions. • Provide decision support for capital expenditure projects, lease renewals, and facility integrations, ensuring alignment with organizational goals. • Build and maintain detailed financial models and analyses to guide strategic business initiatives. • Manage monthly reporting for new center budgets and assess their impact on the fiscal year plans. • Offer insights and recommendations to the corporate development team through thorough financial analysis. • Deliver accurate and timely reports, while contributing to ad-hoc analyses as required.
2026-04-17T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will play a pivotal part in analyzing financial data, preparing reports, and contributing to the accuracy and integrity of our financial operations. Your expertise will help drive informed decision-making and enhance reporting efficiency. Responsibilities:• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.• Conduct variance analysis to identify significant revenue, margin, and expense trends.• Develop and refine standardized reporting templates to support efficient financial operations.• Prepare comprehensive materials for internal meetings and external partner reviews.• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.• Adhere to file management, documentation, and version control standards to maintain data integrity.• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent
90000 - 110000 USD / Yearly
Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance. Why this role:✅<ul><li>PE‑backed healthcare company in growth mode</li><li>Direct exposure to the CFO and executive team</li><li>Flexible hybrid schedule + beautiful new office</li><li>Supportive manager who values work/life balance</li><li>Minimal overtime, no weekends</li></ul>What you’ll do:📊<ul><li>Support financial & operational board decks</li><li>Own key processes (revenue recognition, physician comp)</li><li>Build forecasts, models, and ad hoc analysis</li><li>Partner with operations & revenue cycle teams</li><li>Deliver insights through scenario & sensitivity modeling</li></ul>✨If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.
2026-04-02T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented and motivated Financial Analyst to join our client in Dallas, Texas. In this role, you will be running the entire finance group for a non profit in the Dallas area, doing all forecasting, budgeting, modeling strategy,etc. • Maintain financial reports, records, and general ledger accounts.• Oversee and maintain employee corporate credit card expenses.• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.• Contribute to the development and review of annual operating budgets and performance projections.• Perform monthly balance sheet reconciliations.• Meet processing and reporting deadlines.• Respond to information requests, review financial statements, and assist with audits.• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and• maintain property tax schedules.• Maintain, verify and track remittance of sales taxes.• Maintain relationships with banks, controlling log on access, reviewing cash usage.• Validate transactions against IRS guidelines.• Ensure compliance with GAAP.• Attend and successfully completes all training required by Concord Church.• Perform other duties as assigned. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Security Analyst

Dallas, TX
onsite
Temporary
57 - 66 USD / Hourly
We are looking for an experienced Security Analyst to join our team on a long-term contract basis in Dallas, Texas. In this role, you will play a critical part in safeguarding the organization’s digital assets, including both on-premise and cloud infrastructures. Your work will involve identifying and mitigating security threats, analyzing data to detect suspicious activity, and implementing proactive measures to prevent breaches. Responsibilities: • Investigate security events and logs daily to identify root causes and implement remediation strategies. • Monitor and analyze potential vulnerabilities and activities that could pose security risks to the organization. • Optimize security tools to enhance threat detection capabilities and reduce false positives. • Respond to cyber threats effectively and conduct incident investigations to resolve issues. • Collaborate with teams to develop and refine security policies, procedures, and standards. • Create and maintain detailed documentation of security processes and incident responses. • Conduct threat analysis and provide actionable insights for mitigating risks. • Engage with C-level executives and attorneys to communicate security findings and recommendations. • Stay current with emerging cyber threats and technologies to enhance organizational security. • Perform endpoint security assessments and implement necessary remediation measures.
2026-04-10T00:00:00Z

Business Systems Analyst

Frisco, TX
onsite
Permanent
85000 - 95000 USD / Yearly
We are seeking a collaborative and business‑focused Business Systems Analyst to serve as the primary liaison between IT and key business stakeholders. This role is ideal for someone who enjoys translating business needs into functional requirements, supporting system enhancements, and ensuring technology solutions align with operational goals. While this is not a coding or development position, the role includes light configuration work—such as permissions management and workflow setup.For more details, please apply and provide an updated resume for this opening specifically. Key Responsibilities<ul><li>Act as the strategic liaison between IT teams and business units, ensuring clear communication, alignment, and expectation management.</li><li>Gather, document, and translate business requirements into functional specifications for IT teams and vendors.</li><li>Support system configuration tasks including user permissions, workflow setup, and basic administrative changes.</li><li>Partner with business leaders to understand current processes, identify gaps, and recommend technology-driven improvements.</li><li>Assist in testing system changes, validating requirements, and coordinating user acceptance testing (UAT).</li><li>Manage small enhancements or process updates from requirements through delivery.</li><li>Support implementation of new systems or feature updates, including training and documentation when needed.</li><li>Track and report on progress, risks, and milestones for ongoing enhancements or operational initiatives.</li><li>Build strong relationships with stakeholders, becoming a trusted subject-matter partner for both IT and business functions.</li><li>Contribute to continuous improvement initiatives within systems, workflows, and cross‑functional processes.</li></ul>
2026-03-23T00:00:00Z

FP&A Analyst

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented FP&A Analyst to join our team in Plano, Texas. This role involves leveraging your expertise in financial planning and analysis to provide valuable insights and support strategic decision-making. Ideal candidates will have strong technical skills and a keen eye for identifying trends and opportunities within financial data. Responsibilities: • Develop and maintain financial models to support cash flow forecasting and strategic planning. • Utilize Power BI and Excel to analyze complex financial data and create actionable reports. • Collaborate with cross-functional teams to gather data and improve financial processes. • Conduct thorough analysis of financial statements to identify trends and variances. • Support budgeting and forecasting activities to align with organizational goals. • Provide insights and recommendations to improve financial performance and efficiency. • Contribute to business analysis efforts by evaluating systems and data flow. • Assist in preparing presentations for stakeholders based on financial findings. • Monitor compliance with financial regulations, including the Bank Secrecy Act. • Ensure accurate and timely reporting of financial metrics.
2026-03-27T00:00:00Z

Telecom Project Manager - 65% remote/35% Travel

Addison, TX
remote
Permanent
95000 - 125000 USD / Yearly
We are looking for an experienced Low Voltage Project Manager for a full time position that will be remote with occasional end client visits at their Dallas, TX location to oversee field operations and ensure the seamless delivery of projects involving cabling, intercom systems, security cameras, and related technologies. This position will require some travel requirements amongst a 4 state radius in the Texas region and neighboring states. ONLY APPLY IF WILLING TO TRAVEL and looking for a full time position, not a Contractor role. This remote role requires a strong understanding of technical systems and the ability to manage field technicians effectively while maintaining high standards of communication and organization. The ideal candidate will bring expertise in managing projects within the low voltage industry and a proven ability to implement efficient operating procedures. Responsibilities:• Manage and oversee field technicians to ensure projects are completed efficiently and to high standards.• Coordinate project schedules, resources, and budgets to meet deadlines and client expectations.• Maintain a strong understanding of low voltage systems, including CAT6 cabling, intercom systems, security cameras, and related components.• Implement and uphold operating procedures to ensure consistency and quality across all projects.• Provide technical guidance and troubleshooting support to field technicians when necessary.• Communicate clearly and effectively with team members, clients, and stakeholders to ensure alignment and progress.• Ensure compliance with industry standards and safety regulations across all projects.• Monitor project performance and provide regular updates to management and clients.• Identify opportunities for process improvements and implement best practices to optimize operations.• Train and mentor team members to enhance their technical skills and understanding of low voltage systems.
2026-04-13T00:00:00Z

Portfolio Proposal Specialist

Fort Worth, TX
onsite
Temporary
23.75 - 27.5 USD / Hourly
We are looking for a meticulous and experienced Portfolio Proposal Specialist to join our team in Fort Worth, Texas. In this role, you will play a key part in assisting the advisory team with transitioning clients from Individually Managed Accounts (IMAs) to Unified Managed Accounts (UMAs). This is a long-term contract position where you will focus on creating comprehensive portfolio proposals, ensuring accuracy, and supporting smooth implementation throughout this high-volume initiative. Responsibilities: • Develop detailed portfolio proposals within the Investnet platform to facilitate the transition from IMAs to UMAs. • Analyze current account allocations and align them with suitable unified managed account models. • Ensure that proposed portfolios comply with client investment goals, risk tolerance, and organizational guidelines. • Review asset allocations for accuracy, tax implications, and cost efficiency. • Prepare detailed proposal reports and relevant documentation for advisors to review. • Collaborate with financial advisors, investment strategists, and operations teams to enhance proposal quality. • Monitor and document the progress of client transitions to ensure timelines are met. • Identify and resolve discrepancies, data issues, or operational challenges, escalating concerns when necessary. • Contribute to quality control processes to maintain compliance with internal standards and regulatory requirements.
2026-04-15T00:00:00Z