administrative assistant, investment banking Jobs in Houston

administrative assistant, investment banking

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assistant project manager

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administrative assistant investment banking

Scotiabank

<p></p><div><p><b>Requisition ID:</b> 243712</p><p><b>
Salary Range:</b> 52,000.00 - 86,700.00</p><p><i>
Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate&rsquo;s relevant knowledge, skills, and experience.</i></p><p></p><p><br>
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.</p><p></p><p><b><br>
Title: Administrative Assistant, Power &amp; Utilities, Investment Banking &ndash; Houston, TX</b></p><p><b><br>
Global Banking and Markets</b><br>
Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank&rsquo;s strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.<br>
Global Banking &amp; Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers &amp; acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious &amp; metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group.<br>
Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future!</p><p><b>
Purpose</b><br>
Contributes to the overall success of the Power &amp; Utilities Investment Banking team, ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team&rsquo;s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.</p><p><b>
What You&rsquo;ll Do</b><br>
Perform administrative tasks for a team, including: calendar management for internal and external meetings, manage heavy domestic and international travel arrangements, and complete expense reports<br>
Experience coordinating travel logistics on behalf of several team members<br>
Expense report management for several team members, including follow-up &amp; corporate card reconciliation as needed<br>
Experience juggling multiple projects and ability to prioritize<br>
Proactively support the Power &amp; Utilities Investment Banking team in day to day management of scheduling and operations<br>
Must have experience with Salesforce<br>
Participation in the day-to-day running of our Salesforce application, organizing all incoming support requests<br>
Manage Salesforce users, profiles, roles, permission sets and other administrative responsibilities<br>
Provide input into developing and enhancing current processes and procedures. Comprehend and adhere to administrative policies implemented globally.<br>
Organize and consolidate information from multiple systems and utilize Microsoft Excel to prepare lists/reports for consumption of sales team and leadership; importing/exporting of data between various systems<br>
Role will need to work closely with a Business Lead, cross-functional internal teams, and external clients. The jobholder will need to be comfortable interfacing with external clients in a professional and friendly manner<br>
Advanced experience with Microsoft Office Suite<br>
Experience handling confidential information<br>
Experience with space management and planning<br>
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.<br>
Understand how the Bank&rsquo;s risk appetite and risk culture should be considered in day-to-day activities and decisions.<br>
Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank&rsquo;s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.<br>
Champions a high-performance environment and contributes to an inclusive work environment.<br>
Perform other duties as required</p><p><b>
What You&rsquo;ll Bring</b><br>
Must have 5-10 + years working with a client-facing team in financial services<br>
Strong relationship building capability &ndash; friendly, positive, collaborate and assertive<br>
Strong self-awareness and desire to learn, grow and take initiative<br>
Strong written and verbal communication skills<br>
Excellent organizational skills<br>
High level of discretion and ability to manage conflicting priorities</p><p><b>
Interested?</b><br>
At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That&rsquo;s why we work to grow and diversify talent and engage employees in a performance-oriented culture.</p><p><b>
What's in it for you?</b><br>
Scotiabank wants you to be able to bring your best self to work &ndash; and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.</p><p>
Location(s): United States : Texas : Houston || United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas</p><p>
Scotiabank is a leading bank in the Americas. Guided by our purpose: &quot;for every future&quot;, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.</p><p>
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.<br>
<br>
Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.</p></div>

Administrative Assistant, Investment Banking

Cotton Holdings, Inc.

<div><h3 class="jobSectionHeader"><b>Description</b></h3><div><br>
The Executive Assistant provides comprehensive administrative and operational support to the C-Suite, ensuring the efficient management of executive priorities, communications, and scheduling. This position requires exceptional organizational, communication, and problem-solving skills, as well as a high level of professionalism and discretion. Acting as a trusted partner to executive leadership, the Executive Assistant facilitates coordination, planning, and execution of key initiatives that advance company objectives.</div><h3 class="jobSectionHeader"><b><br>
What You&rsquo;ll Do<br>
</b></h3><br>
<ul><li>Calendar Management: Maintain the schedule, coordinate appointments, meetings, and travel arrangements, ensuring optimal time management and minimal conflicts.</li>
<li> Communication Management: Handle all incoming and outgoing communications, including emails, calls, and written correspondence. Respond promptly to inquiries or direct them to the appropriate parties.</li>
<li> Meeting Coordination: Arrange and organize meetings, conferences, and events. Prepare agendas, collate necessary documents, and take meeting minutes as required.</li>
<li> Information Management: Maintain an organized filing system, both physical and electronic, for important documents, reports, and records related to C Suite Level activities.</li>
<li> Travel Arrangements: Coordinate domestic and international travel arrangements for the C Suite Level and other accompanying personnel, including flights, accommodations, visas, and ground transportation.</li>
<li> Office Operations: Oversee the day-to-day operations of the office, ensuring a professional and welcoming atmosphere. Manage office supplies, equipment, and vendor relationships as needed.</li>
<li> Liaison and Networking: Represent the office with internal and external stakeholders, fostering positive relationships and promoting the C Suite initiatives.</li>
<li> Confidentiality and Discretion: Handle sensitive and confidential information with the utmost discretion, always maintaining a high level of professionalism.</li>
<li> Project Support: Assist in the execution and tracking of special projects, initiatives, or events under the purview.</li>
<li> Research and Analysis: Conduct research and compile data on various topics, preparing briefs and reports to support the C Suite decision-making process.</li>
<li> Financial Administration: Assist with financial tasks, such as expense reporting, budget tracking, and invoice processing.</li>
<li> Team Collaboration: Work closely with other executives and administrative staff to ensure seamless communication and collaboration across the organization.</li></ul><div></div><h3 class="jobSectionHeader"><b><br>
What You Bring to the Table</b></h3><br>
<ul>
<li>
 Bachelor&rsquo;s degree in business administration, Communications, or a related field is preferred.</li>
<li>5-10 years of direct experience</li>
<li> Proven experience as an Executive Assistant or in a similar high-level administrative role, supporting senior executives or C-level personnel.</li>
<li> Excellent written and verbal communication skills, with the ability to draft professional correspondence and handle complex communication on behalf of the President.</li>
<li> Strong organizational skills and the ability to multitask, prioritize, and meet tight deadlines in a dynamic environment.</li>
<li> Proficiency in using office software and productivity tools, including Microsoft Office Suite and calendar management software.</li>
<li> Discretion and confidentiality are paramount; must exercise the highest level of professionalism and integrity in handling sensitive information.</li>
<li> Strong problem-solving abilities and resourcefulness to address challenges and find efficient solutions.</li>
<li> Flexibility and adaptability to accommodate changing priorities and ad-hoc tasks.</li>
<li> Demonstrated ability to work independently, take initiative, and anticipate the President's needs.</li></ul><br>
<h3 class="jobSectionHeader"><b>
Benefits</b></h3><br>
<ul>
<li>
<b>Impactful Work:</b> Make a difference by helping businesses prepare for and recover from disasters.</li>
<li><b>Collaborative Culture:</b> Work alongside passionate, talented professionals in a fast-paced environment.</li>
<li><b>Career Growth:</b> Expand your skills and grow within a dynamic, industry-leading company.</li>
<li><b>Competitive Compensation &amp; Benefits:</b> Enjoy a strong benefits package, including healthcare, retirement plans, and more.</li>
</ul><div><b>Our Values</b><br>
At Cotton, we value <b>Action Orientation, Collaboration, and Accountability</b>. We&rsquo;re seeking someone who communicates effectively, makes data-driven decisions, and thrives in our fast-paced, dynamic environment. If you&rsquo;re a results-driven professional with a passion for business development, we&rsquo;d love to hear from you!<br>
</div><div>
<br>
<b>Ready to Apply?</b><br>
Make an impact and grow with us! Apply today at www.work4cotton.com to join a team that&rsquo;s transforming the disaster recovery and construction industries.<br>
</div><div>
<br>
<b>Disclaimer</b><br>
This Job Description indicates the general nature and level of work expected of the incumbent(s). It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the incumbent. Incumbent(s) may be asked to perform other duties as requested.<br>
</div><div>
<br>
<b>Equal Opportunity Employer/Veterans/Disabled</b><br>
If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact HR at (877) 511-2962.<br>
#holdings</div><div></div><h3 class="jobSectionHeader"><b><br>
About Cotton Holdings</b></h3><div>
Founded in 1996, Cotton Holdings Inc. is a leading infrastructure support services company with subsidiaries that conduct business under the Cotton USA, Cotton International, Cotton Roofing, Cotton Logistics, Cotton Culinary, OneLodge, OneTeam, Stellar Commercial Roofing, Full Circle Restoration, Target Solutions, and Advanced Catastrophe Technologies, Inc. brands. Headquartered in Katy, Texas with an International Logistics Center and regional offices throughout North America, Cotton provides property restoration and recovery, construction, roofing, consulting, workforce staffing, temporary housing and culinary services to public and private entities worldwide.</div></div>

Executive Assistant

Reich & Binstock

<p><b>Job Overview</b><br/>We are seeking a highly motivated and detail-oriented Legal Assistant specializing in Mass Tort Litigation to join our dynamic legal team. This role offers an exciting opportunity to support complex multi-party lawsuits involving large-scale claims across various practice areas. The ideal candidate will demonstrate exceptional organizational skills, legal research expertise, and a proactive approach to case management. As a vital member of our litigation team, you will assist attorneys in preparing cases, managing extensive documentation, and ensuring seamless workflow throughout the litigation process. This paid position is perfect for someone eager to develop their legal career within a fast-paced, impactful environment.</p><p><b>Duties</b></p><ul><li>Assist attorneys and paralegals with daily tasks on large mass tort dockets.</li><li>Communicate with clients regarding forms, declarations, medical records, and case updates.</li><li>Review, upload, and organize documents in case management systems.</li><li>Maintain accurate, timely data entry for thousands of clients.</li><li>Track case requirements, deadlines, and outstanding client needs.</li><li>Prepare and send correspondence, questionnaires, and follow-up communications.</li><li>Work collaboratively with the team to meet volume-driven project demands.</li></ul><p><b>Skills</b></p><ul><li>Prior <b>legal assistant or administrative</b> experience preferred.</li><li>Experience with <b>mass torts</b> or high-volume case management is a plus, but not required.</li><li>Strong attention to detail and excellent organizational skills.</li><li>Exceptional communication skills (phone, email, text).</li><li>Ability to multitask and prioritize in a busy environment.</li><li>Comfortable working with digital tools, including case management software, Excel, and cloud systems.</li><li>Reliable, proactive, and able to work independently as well as in a team.</li></ul><p><b>Why Join Reich &amp; Binstock?</b></p><ul><li>Supportive, collaborative team environment.</li><li>Hybrid schedule options after training.</li><li>Opportunity to learn mass tort litigation from a top-performing team.</li><li>Meaningful work that helps clients nationwide.</li></ul><p>Pay: $40,000.00 - $45,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>Dental insurance</li><li>Free parking</li><li>Health insurance</li><li>Health savings account</li><li>Paid sick time</li><li>Paid time off</li><li>Professional development assistance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

LEGAL ASSISTANT – MASS TORT LITIGATION

Walker Texas Lawyer

<p><b>Overview</b>  <br/>Join our dynamic legal team as a Part-Time Bilingual Legal Assistant and play a vital role in supporting diverse legal practices with enthusiasm and precision. This energetic position offers an exciting opportunity to assist attorneys and clients across multiple legal areas, including estate planning, environmental law, family law, immigration law, and more. Fluency in both English and Spanish is essential to effectively communicate with a broad client base and ensure smooth case management. If you&rsquo;re passionate about the law, detail-oriented, and eager to grow your legal administrative skills, this role is perfect for you!</p><p><b>Responsibilities</b></p><ul><li>Provide bilingual administrative support to attorneys and staff, ensuring clear communication with clients and partners in both English and Spanish  </li><li>Assist with legal case management by organizing documents, managing files using systems like iManage or document management software, and updating case statuses  </li><li>Conduct legal research using Westlaw, LexisNexis, and other research tools to support case preparation across various practice areas such as landlord-tenant law, securities law, tribal law, patent law, and workers&rsquo; compensation law  </li><li>Draft, proofread, and review legal documents including contracts, pleadings, correspondence, and reports with accuracy and attention to detail  </li><li>Manage data entry tasks efficiently while maintaining organized filing systems both digitally and physically  </li><li>Support project management efforts by coordinating deadlines, scheduling meetings or interviews, and tracking case progress  </li><li>Perform transcription of legal proceedings or client interviews as needed while ensuring confidentiality and accuracy</li></ul><p><b>Requirements</b></p><ul><li>Bilingual fluency in English and Spanish (reading, writing, speaking) is mandatory  </li><li>Prior paralegal experience or legal administrative experience is highly preferred  </li><li>Familiarity with legal research tools such as Westlaw or LexisNexis  </li><li>Knowledge of various practice areas including estate planning, environmental law, family law, immigration law, UCC law (Uniform Commercial Code), landlord-tenant law, securities law, patent law, tribal regulations, personal injury law, workers&rsquo; compensation law; experience in these fields is a plus  </li><li>Proficiency with document management systems like iManage or PCLaw; experience with Westlaw or LexisNexis is desirable  </li><li>Strong organizational skills with the ability to manage multiple priorities efficiently  </li><li>Excellent communication skills with professional phone etiquette and client interaction experience  </li><li>Ability to perform detailed proofreading and legal drafting accurately  </li><li>Competence in using data entry tools and maintaining meticulous records in a fast-paced environment</li></ul><p>This position offers a paid opportunity designed to enhance your legal administrative skills while contributing meaningfully to our team. If you thrive in a busy office setting where your organizational talents can shine&mdash;and you&rsquo;re eager to support a variety of legal practices&mdash;apply now!</p><p>Pay: $16.00 - $20.00 per hour</p><p>Expected hours: 20.0 per week</p><p>Work Location: In person</p>

Part-Time Bilingual Legal Assistant

Baylor College of Medicine

<div><div><div><div><h2 class="jobSectionHeader"><b>Summary</b></h2></div><div><p>
The Assistant Coordinator, Clinical Research will support ongoing research projects and provide general administrative assistance to the project team.</p><p></p><div><br>
The schedule for this position is flexible, Monday through Friday, for up to 5 hours per week. Please note that this position does not include benefits.</div></div></div><div><div><h2 class="jobSectionHeader"><b>
Job Duties</b></h2></div><div><ul><li>
Provide research support for ongoing projects, including organizing project files, scheduling project activities and meetings, and taking meeting minutes.</li><li>
Assist with project databases, including tracking and reporting on project components to ensure timelines are adhered to and deadlines are met.</li><li>
Conduct comprehensive literature searches in the areas of bioethics, social science, and health policy literature.</li><li>
Assist with qualitative and quantitative research data coordination and management, including contacting research participants, collecting data, and cleaning data.</li><li>
Assist with document preparation and references for publications.</li><li>
Attend project meetings.</li><li>
Perform other job-related duties as assigned.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Minimum Qualifications</b></h2></div><div><ul><li>
High School diploma or GED.</li><li>
No experience required.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2></div><div><ul><li>
Bachelor's degree.</li><li>
Detail-oriented, self-motivated, efficient, and strong organizational skills.</li><li>
Demonstrate a high degree of flexibility in accepting work assignments with the ability to effectively prioritize tasks, understand processes, and resolve issues.</li></ul></div></div></div><p></p><p><b><br>
Work Authorization Requirement:</b></p><p><b>
This position is not eligible for visa sponsorship.</b> Candidates must be legally authorized to work in the United States at the time of application and throughout the duration of employment.</p><p></p><p><br>
Baylor College of Medicine is an Equal Opportunity/Affirmative Action/Equal Access Employer.</p></div>

Assistant Coordinator, Clinical Research

Craneworks

<div><div><b>The Company</b></div>
<div>Founded in 2002 and headquartered in Houston, Texas, CraneWorks is a dealer of new and used truck mounted and related mobile crane equipment, manufacturer-backed and trained service, extensive parts inventories for all makes, and a modern bare rental fleet with offices in Denver, CO / Ft. Worth, TX / Hampton, NJ / Houston, TX / Kansas City, KS / Orlando, FL / San Diego, CA / Williston, ND, / and St. Louis, MO. The company serves diverse industries including residential and commercial construction, oil and gas, transmission and distribution, utilities, forestry, transportation services, and renewable energy sectors. CraneWorks is currently led by Mike Evans, who is the President and Chief Operating Officer of the business. Co-founder David Collis and Chief Executive Officer and co-founder Keith Ayers remain actively engaged in the business.</div>
<div></div><div>Within the mobile crane industry, CraneWorks serves as an intermediary between original equipment manufacturers (OEMs), end customers, and crane rental companies. Mobile crane dealers provide customers with tailored, customized solutions through comprehensive OEM offerings and differentiate themselves via parts and service capabilities. Aside from quality parts and service, CraneWorks further differentiates itself from the market through an in&#8208;house production department that can customize equipment to a customer&rsquo;s specific need. The company enjoys tenured relationships with key OEM brands such as Cormach, Fassi, IMT, Manitex, National, Palfinger, Tadano, and Versalift among others. The business model is reinforced by single OEM dealers having a limited product offering (i.e., focus on specific types of cranes) and support across multiple types of equipment, further enhancing the appeal of multi&#8208;line OEM dealers. On that note, opportunities exist to establish new OEM relationships to further diversify product and end market mix.</div>
<div></div><div>By fleet size, CraneWorks is the 6th largest dealer in the U.S. in a highly fragmented market. No dealer has the same OEM brand depth across overlapping regions. Across CraneWorks&rsquo; network, the Company is consistently a top 4 dealer in each of its markets. Generating revenues approaching $250 million, the company has established a national footprint including 9 full service and sales locations coast to coast. Significant organic and M&amp;A growth opportunities remain as the company serves markets that are expected to grow steadily &ndash; namely transmission and distribution, utility, infrastructure, residential, as well as tree and forest. Additionally, management has proven ability to take market share (via organic, greenfield, and inorganic growth), grow its bare rental segment, recruit technician talent, and outcompete its competitors, notably in parts and service in new geographies. CraneWorks is ideally suited to take advantage of these opportunities and is positioning itself as a market leader across the country.</div><br>
<div></div>
<div></div><div>In October 2023, Equity Group Investments (EGI) partnered with CraneWorks. Core to EGI&rsquo;s investment philosophy is developing collaborative partnerships with driven management teams to maximize value. Given EGI&rsquo;s successful track record of helping middle-market companies drive value and investment in other heavy equipment dealerships, the partnership with EGI represents a significant opportunity for the future of CraneWorks and its stakeholders. Building and scaling businesses is core to EGI&rsquo;s track-record. EGI aims to enhance value at its portfolio companies through strategic and operational guidance, follow-on capital, and strong corporate governance. This is a unique opportunity to lead a well-positioned company with a committed team focused on aggressive growth and value creation. For more information, please visit the Company website at www.crane-works.com</div>
<div></div><div><b>Equity Group Investments (EGI)</b></div>
<div>Equity Group Investments (EGI) is a private investment firm founded more than 50 years ago by Sam Zell. Backed by private capital, EGI is flexible and opportunistic with a primary focus on direct private investment opportunities but has the in-house expertise to invest across the capital structure. As long-term investors, EGI actively partners with portfolio company executives to execute strategic planning, implement operational efficiencies, and scale businesses. EGI has grown companies across numerous industries into multi-billion-dollar businesses throughout economic cycles. EGI&rsquo;s current portfolio includes investments in healthcare, transportation and logistics, infrastructure, energy, consumer, industrial, manufacturing, agri-business, and real estate. For more information, visit www.egizell.com.</div>
<div></div><div><b>The Opportunity</b></div>
<div>The Financial Planning &amp; Analysis (FP&amp;A) and Corporate Development Analyst/Associate will be a critical member of the CraneWorks finance and accounting team. They will also serve as a primary liaison between the company and the Board of Directors/ownership.</div>
<div></div><div>The selected individual will be tasked with creating and leading the organization&rsquo;s FP&amp;A capabilities and supporting M&amp;A activity. This is a high visibility role in a dynamic, growth-oriented, private equity backed organization offering significant opportunities for career development. The FP&amp;A and Corporate Development Analyst/Associate will play a crucial role in supporting the financial planning, analysis, and reporting functions of the company. This position is integral to providing insights that guide strategic decision-making at senior levels of the company and with the company&rsquo;s financial sponsor. The FP&amp;A and Corporate Development Analyst/Associate will be responsible for preparing monthly operating reports, forecasting business segments, and conducting financial modeling for budgeting, forecasting, and potential acquisitions.</div>
<div></div><div>The FP&amp;A and Corporate Development Analyst/Associate will also have wide latitude to employ best practices regarding their areas of influence and will work closely with all departments of the company.</div>
<div></div><div><b>Location</b></div>
<div>Houston, TX</div>
<div></div><div><b>Reports to:</b></div>
<div>Chief Financial Officer</div>
<div></div><div><b>Responsibilities</b></div>
<ul><li>Prepare, modify, and oversee the reporting framework to ensure optimal business decisions are made:
<ul><li>Prepare monthly operating reports and weekly dashboards to review with management and shareholders.</li>
<li>Review existing reporting with executives and modify reporting to reflect how management evaluates Company performance.</li>
<li>Where needed, design reporting to provide information to manage the business more effectively.</li>
<li>Provide recommendations to strategically enhance financial performance and business opportunities.</li>
</ul></li><li>Ensure the execution of month-end and quarter-end financial variance analysis:
<ul><li>Analyze financial results, including trends, budget, forecast and related variances.</li>
<li>Review trends and drivers of financial performance to identify opportunities for improvement of business areas.</li>
<li>Prepare for and participate in board meeting presentations.</li>
<li>Ensure all relevant reporting deadlines are met.</li>
</ul></li><li>Support merger and acquisitions (M&amp;A) activity
<ul><li>Support the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer and financial sponsor in evaluating M&amp;A targets</li>
<li>Support the Chief Financial Officer and financial sponsor with merger and acquisition modeling, analysis, and due diligence on potential targets.</li>
<li>Conduct market research and competitive analysis to inform decision-making on potential acquisitions.</li>
<li>Prepare presentations and reports for internal and external stakeholders, including the board of directors and investors.</li>
<li>Assist in the development and execution of integration plans to ensure the successful combination of acquired companies.</li>
</ul></li><li>Manage the investment and capital expenditure analysis:
<ul><li>Assist the Chief Executive Officer and Chief Operating Officer in evaluating new markets.</li>
<li>Support operations in producing ROI to business case modeling.</li>
<li>Understand and develop the capital expenditure strategy.</li>
</ul></li><li>Assist in the budgeting and forecasting process:
<ul><li>Prepare annual budgets and quarterly reforecasts with input from senior executives.</li>
<li>Maintain ownership of the P&amp;L, Balance Sheet and Statement of Cash Flows financial model.</li>
<li>Prepare and manage a detailed inventory forecast in conjunction with the VP of Sales and Inventory Manager</li>
</ul></li><li>Ad-Hoc Analysis and Reporting:
<ul><li>Provide ad-hoc analysis and reporting as required by senior management or the financial sponsor.</li>
<li>Assist in preparing presentations for the Board of Directors and other stakeholders.</li>
</ul></li><li>Cross-Functional Collaboration:
<ul><li>Work closely with seamlessly with Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, VP-level positions, finance, operations, and the financial sponsor to gather data, ensure alignment, and support company-wide financial initiatives.</li>
<li>Participate in meetings with senior management to provide financial insights and recommendations.</li>
</ul></li></ul><div></div><div><b>Leadership Competencies</b></div>
<ul><li>Strategic Thinking: Ability to think strategically and provide insights that drive decision-making.</li>
<li>Interpersonal Skills: Comfortable collaborating with cross-functional teams and engaging with senior management.</li>
<li>Initiative: Proactive and able to work independently, taking ownership of projects and driving them to completion.</li>
<li>Adaptability: Capable of working in a fast-paced environment, handling multiple priorities, and adapting to changing business needs.</li>
<li>Commitment to Development and Improvement: Continued focus on process improvements across the organization. Individual commitment to professional development and can be receptive to feedback.</li>
</ul>
<div></div><div><b>Skills, Knowledge, and Experience</b></div>
<ul><li>2-4 years of experience in financial analysis; prior FP&amp;A, investment banking, private equity, corporate development or management consulting experience required.</li>
<li>Strong financial modeling skills, with experience in building and maintaining complex financial models.</li>
<li>Proficient in financial analysis, including variance analysis, trend analysis, and scenario planning.</li>
<li>Advanced Excel skills, with the ability to manipulate large datasets and perform sophisticated calculations.</li>
<li>Experience with financial reporting tools and ERP systems.</li>
<li>Excellent communication skills, with the ability to present complex financial information clearly and concisely.</li>
<li>Strong analytical thinking and problem-solving abilities, with attention to detail.</li>
<li>Experience in the heavy equipment dealership or rental industry extremely helpful, but not required.</li>
<li>Experience in a private equity backed company or similar environment preferred.</li>
<li>Capable of working independently and as part of a team.</li>
<li>Proven ability to multi-task and manage numerous simultaneous projects.</li>
<li>History of and work style that rolls-up sleeves and works hands on with team.</li>
<li>Ability to forecast issues to understand potential impact both internally and externally.</li>
<li>Ability to work well in high pressure situations to meet deadlines.</li>
<li>A strong, hands-on knowledge of financial reporting and general accounting work.</li>
</ul>
<div></div><div><b>Education and Certifications</b></div>
<div>BS in Accounting, Economics, Finance or Business Administration preferred.</div>
<div></div><div><b>Compensation</b></div>
<div>We seek an individual of exceptional ability and will offer a competitive compensation package commensurate with candidate&rsquo;s individual skills and experience.</div></div>

Financial Planning & Analysis and Corporate Development Analyst/Associate - Houston, TX

Adara Communities

<div><p><b>Experienced 55+ Community Leasing Manager</b></p><p><b>
Location:</b> 1840 jones Road</p><p><b>
Property Size:</b> 229 Units</p><p><b>
Learn more about our community at: </b><b>https://arellaonjones.com</b></p><p></p><p><b><br>
Why Join Adara Communities?</b></p><p>
At Adara Communities, we blend 40 years of industry experience with a forward-thinking approach to technology, customer service, and community living. Our success is driven by people - our residents, our investors, and especially our team members. When passionate individuals work together with shared commitment, anything is possible. Join us and be part of a company where your impact truly matters.</p><p><b>
What You'll Do as an Apartment Leasing Manager:</b></p><p>
We're seeking a highly experienced, professional Senior Leasing Manager with prior experience in a 55+ community who can oversee leasing operations while supporting the daily functions of the community. In this role, you will:</p><ul><li>
Lease apartments to maintain strong occupancy and contribute to revenue goals</li><li>
Manage rent collection, posting of rent, and issuance of late notices</li><li>
Assist with accepting move out notices, service requests, and resident transfer requests</li><li>
Support managerial duties and help ensure smooth daily operations</li><li>
Maintain confidentiality of all resident information and documentation</li><li>
Prepare reports, administrative paperwork, and required leasing documentation</li><li>
Assist in maintaining an active social media presence to increase visibility and generate traffic</li><li>
Support, coach, and help develop the Leasing Agent to strengthen leasing performance</li><li>
Provide exceptional customer service to residents and prospective renters</li><li>
Work collaboratively with the Property Manager and onsite team to support community success</li></ul><p><b>
What We're Looking For:</b></p><p>
To be successful in this role, you MUST have:</p><ul><li><b>
Minimum 5 Year(s) previous experience as an Assistant Manager or Leasing Manager in the apartment industry</b></li><li><b>
Prior experience in 55+ Senior Community
</b></li><li>Strong sales and leasing skills with a proven ability to close</li><li>
Highly organized with the ability to manage multiple priorities</li><li>
Maintains a polished and professional appearance and demeanor at all times</li><li>
Communicates effectively with a diverse range of residents, including seniors</li><li>
Flexible schedule &ndash; <b>some weekends are required</b></li><li>
Social media or marketing content creation experience <b>strongly preferred</b></li><li>
Stable work history</li><li>
Valid driver's license and reliable transportation</li><li>
Bilingual English/Spanish is a <b>plus</b>, but not required</li></ul><p><b>
Important:</b> Candidates must live <b>within a 20-mile radius</b> of the property or be willing to relocate.</p><p><b>
What Adara Offers You</b></p><ul><li>
Competitive pay</li><li>
Excellent commission opportunities</li><li>
Medical, Dental, Vision, Life &amp; Disability Insurance</li><li>
Generous PTO</li><li>
Rental housing discounts</li><li>
A supportive, people-first culture</li><li>
Salary Rage - $23-$25/hr.</li></ul><p>
If you're an experienced leasing professional with exceptional sales and customer service skills looking for a community and company that values your expertise, we'd love to hear from you.</p><p></p><p><br>
#IND123</p></div>

Experienced Senior Apartment Leasing Manager

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