Top 95 Senior financial consultant Jobs in Texas

Senior Associate, Capital Markets - TX
Phoenix Energy One, LLC —Dallas, TX
- $90,000 - $1,000,000 a year
- Full-time
- Mid-level
- Accounting
- US work authorization
- Profit sharing
- Health savings account
Quick Apply
Interim Senior Accountant / Financial Reporting Consultant
Vaco by Highspring —San Antonio, TX
- $60 - $70 an hour
- Full-time
- Microsoft Excel
- Oracle
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
RIA Operator/Senior Wealth Advisor
SKYLINE WEALTH STRATEGIES, LLC —Austin, TX
- Office
- In-person
- Senior level
Quick Apply
11d
Senior Estate Planning Professional
Fisher Investments —Plano, TX
- Hybrid work
- Office
- Analysis skills
- Travel
- Paid holidays
- Health insurance
Senior Trust Officer
The MOHR Enterprises LLC —Dallas, TX
- $130,000 - $145,000 a year
- 8 years
- Senior level
- Communication skills
Quick Apply
11d
Senior Consultant/Financial Consultant, IAS
Lockton, Inc. —Plano, TX
- Full-time
- Microsoft Excel
- 6 years
- Master's degree
- Wellness program
- Paid parental leave
M&A Financial Due Diligence Data Analytics Senior Consultant
Deloitte —Houston, TX
- $110,700 - $218,300 a year
- Full-time
- CPA
- Finance
- Bachelor's degree
- Opportunities for advancement
Financial Risk Senior Consultant
Deloitte —Houston, TX
- $110,700 - $218,300 a year
- Full-time
- Microsoft Excel
- CPA
- Up to 50% travel
Senior Wealth Strategy Consultant
Curvion Blue —Houston, TX
- $90,000 - $360,000 a year
- Full-time
- Remote
- Presentation skills
- Senior level
- Communication skills
- Flexible schedule
Quick Apply
Encore Financial Reporting Controllership Senior Consultant
Deloitte —Houston, TX
- $116,200 - $229,100 a year
- Full-time
- Oracle
- CPA
- Up to 50% travel
Delivery Senior Consultant, Workday Student Financials
Deloitte —Houston, TX
- Full-time
- Hybrid work
- Office
- Residential
- 3 years
Oracle Cloud ERP Financials Senior Consultant
Alithya —Austin, TX
- Full-time
- Remote
- Oracle
- Writing skills
- English
- Tuition reimbursement
8d
Workday Financials Sr Consultant
Deloitte —Houston, TX
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- Bachelor's degree
Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President
Citi —Houston, TX
- $169,600 - $254,400 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- Bachelor's degree
- Paid holidays
- Disability insurance
Transaction Advisory Senior Consultant- Financial Due Diligence
WithumSmith+Brown —Houston, TX
- $100,000 - $130,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- 3 years
Quick Apply
7d
Senior Wealth Advisor (Houston, TX)
Mercer Advisors —Houston, TX
- $170,000 - $210,000 a year
- Monday to Friday
- Hybrid work
- 11+ years
- Office
- Finance
- Paid parental leave
- Health savings account
Quick Apply
Senior Compliance Officer
Invesco —Houston, TX
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas
Goldman Sachs —Dallas, TX
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Senior Financial Aid Advisor
West Coast University, Inc. —Richardson, TX
- Full-time
- Mid-level
- University
- Bachelor's degree
- Flexible spending account
Sr Private Client Advisor
Texas Capital Bank —Dallas, TX
- Full-time
- Customer service
- Office
- Finance
- Wellness program
- Paid holidays

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senior financial consultant jobs near texas

Senior Associate, Capital Markets - TX

Phoenix Energy One, LLC
Dallas, TX

Quick Apply

Job Details

Full-time
$90,000 - $1,000,000 a year

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Employee discount

Qualifications

Financial model construction
Financial model development
In-person customer service
Series 7
Securities Industry Essentials
Accounting
Conducting sales calls
Series 63
Client interaction via phone calls

Full Job Description

Managing a diverse portfolio of oil and gas assets and allocating capital towards the right acquisitions are key elements of the finance function at Phoenix. The Senior Associate will be working closely with the MD of Capital Markets and CFO with a focus on raising capital via the S-1 and D offerings being marketed by Phoenix. This role will be critical in the growth of the business and will get exposure to every function within the company. The ideal candidate for this role has practical experience in finance and or accounting with a propensity to sell and an ability to raise capital. The investment products being offered by Phoenix have annual yields ranging from 9 to 13% with monthly cash distributions and stands head and shoulders above other offerings in the marketplace. The ideal candidate will quickly learn the business and be ready to discuss the offering with inbound leads generated through digital marketing efforts the company is running. There is no ceiling for compensation in this role. The compensation for this position is commission-based. Earning up to 3 million annually is a realistic target for someone with the proper skill set.

Major Responsibilities/Accountabilities:

Consult with inbound investor leads
Promote the S-1 and D offerings and convert inbound leads into Phoenix Investors
Engage with third-party vendors supporting the overall capital-raising efforts

Required Skills:

Must possess SIE, series 63, and Series 7
Competent in various aspects of finance, accounting, and financial modeling
Ability to consult with potential investors over the phone or in person when required
Highly Motivated
Ability to meet deadlines
Willingness to learn a new industry

Phoenix Energy offers competitive compensation, potential for profit sharing, a start-up culture, and strong growth opportunities.

Job Type: Full-time

Pay: $90,000.00 - $1,000,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Application Question(s):

This position requires heavy phone sales. Please briefly describe your experience.

License/Certification:

FINRA License (63, 7) and SIE? (Preferred)

Ability to Commute:

Dallas, TX 75225 (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior financial consultant jobs in texas

Senior Associate, Capital Markets - TX

Interim Senior Accountant / Financial Reporting Consultant

RIA Operator/Senior Wealth Advisor

Senior Estate Planning Professional

Senior Trust Officer

Senior Consultant/Financial Consultant, IAS

M&A Financial Due Diligence Data Analytics Senior Consultant

Financial Risk Senior Consultant

Senior Wealth Strategy Consultant

Encore Financial Reporting Controllership Senior Consultant

Delivery Senior Consultant, Workday Student Financials

Oracle Cloud ERP Financials Senior Consultant

Workday Financials Sr Consultant

Citi Commercial Bank - Mid-Corp Relationship Manager, Healthcare - Senior Vice President

Transaction Advisory Senior Consultant- Financial Due Diligence

Senior Wealth Advisor (Houston, TX)

Senior Compliance Officer

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Dallas

Senior Financial Aid Advisor

Sr Private Client Advisor

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