Finance Jobs in Texas

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    8 jobs found

    Fraud Strategy Analytics (Mid-level) - Money Movement

    USAA

    Finance
    Remote
    Texas, San Antonio, 78288
    Permanent
    $85,040 - $162,550/year

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Fraud Strategy Analyst, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a complex, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: - Serves as an expert in at least one area of focus within Financial Crimes space to develop solutions for complex problems that align with the business's strategic direction and objectives. - Actively participates in and may take ownership of analyses or business strategy initiatives using innovative/quantitative analytical approaches. - Extract insights from moderately complex data sets to design solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. - Utilizes association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to identify trends from existing data reports and recommends strategies/analysis that should be performed to mitigate risks. - Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions. - Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. - Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. - Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: - Bachelor's degree; OR 4 years of relevant education and/or experience. - 4 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. - Previous experience gathering business requirements and applying business rules to recommend technology solutions. - Demonstrated experience using fraud rules management to reduce or mitigate loss and fraud exposures. - Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. - Knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. - Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: - Fraud strategy experience in money movement space. - Experience using fraud detection engine for strategy rule writing. - Familiar with writing fraud strategy related Wire, ACH and Zelle. Compensation range: The salary range for this position is: $85,040 - $162,550 . USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Senior Manager Merchandising Finance and Analytics

    Sysco

    Finance
    Hybrid
    Texas, Houston, 77001
    Permanent
    Competitive

    The Senior Manager, Finance will act as a strategic partner to the Merchandising team, delivering actionable insights to drive growth, optimize margins, and improve overall business performance. This role will lead analysis of Volume, Sales, COGS, and Gross Profit across product categories, translating data into clear recommendations. The Senior Manager will collaborate with cross-functional finance teams to provide insights into Gross Profit performance and key margin drivers tied to merchandising initiatives. They will oversee reporting processes, identify trends and opportunities, and support data-driven decision-making. This position will lead and develop a team of analysts, ensuring high-quality deliverables and fostering a strong, insight-driven finance function. Key Responsibilities - Lead the analysis of key financial performance drivers, including variances to prior year and plan, and oversee evaluation of customer and vendor profitability to identify risks and opportunities; drive recommendations to senior leadership to improve profitability and support the Annual Operating Plan (AOP) - Direct analysis of expense performance and trends, ensuring clear visibility into variance drivers and cost optimization opportunities - Own the forecasting process and oversee the delivery of financial reporting and insights, ensuring outputs are accurate , actionable, and aligned with business trends and strategic priorities - Establish and standardize scalable financial processes and reporting frameworks to improve efficiency, consistency, and insight generation - Lead, mentor, and develop a team of analysts, fostering a high-performing and insight-driven finance organization Qualifications Required - Bachelor's degree in an analytical field (e.g., Economics, Finance, Mathematics, Statistics, or related discipline - 7 + years of progressive experience in finance, FP&A, or analytics . Direct experience/ exposure to merchandising, pricing, or product/category management is preferred . - Strong leadership experience managing and developing teams. - Advanced financial modeling, forecasting, and analytical skills. - Ability to translate complex data into clear insights for senior executives. Preferred - MBA or CFA. - Experience in food distribution, retail, CPG, or multi-SKU environments. - Experience working with large datasets, BI tools (e.g., Power BI, Tableau), and ERP systems. Key Competencies - Strategic thinking and commercial acumen - Executive communication and influence - Strong business partnering mindset - Data-driven decision-making - People leadership and talent development

    Actuarial Analyst II (Intermediate) - Forecasting Analytics

    USAA

    Finance
    Remote
    Texas, San Antonio, 78288
    Permanent
    $77,120 - $138,810/year

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Relocation assistance is available for this position. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. This position will be part of our Property Pricing State Team handling forecasting analytics. This role will require an experienced analyst to independently apply actuarial methods for accurate pricing and process improvement, mentor colleagues, provide strategic insights, and manage business risks in compliance with internal risk management policies. Experienced analyst responsible for independently applying actuarial methodologies to complete structured projects and serves as a technical subject matter expert on assigned tasks. What you'll do: - Independently applies actuarial methodologies to complete structured projects (e.g., - Builds tools to test and implement new methodologies that improve accuracy of actuarial analysis; utilizes model results to select new variables and refresh existing variables in a rating algorithm; analyzes results from multiple methodologies to propose reserve selections and documenting rationale). - Identifies and improves existing processes utilizing actuarial, mathematical, or statistical techniques. - Proactively resolves technical issues and identifies appropriate issues for escalation. - Assists others with troubleshooting issues. - Creates instructions and training materials for actuarial tools and processes. - Mentors new team members. - Apply business acumen to provide actionable insights that help solve business problems. - Effectively communicates insights and solutions to broad audiences including actuarial and non-actuarial stakeholders. - Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: - Bachelor's degree OR 4 years of related actuarial/business/analytical experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. - 2 years of actuarial or analytical business experience. - 3 Casualty Actuarial Society (CAS) exams. - Experience with relevant actuarial, mathematical, and statistical techniques and approaches used to support fact-based decision-making. - Intermediate knowledge of data analysis tools, data visualization, developing analysis queries and procedures in Python, R, SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect technical insights to business problems. What sets you apart: - Experienced pricing forecaster with a background in trend analysis, claims analytics, and reserving. - Familiarity with Excel and at least one programming language or modeling software package (Python, SQL, R, SAS, etc.). - Demonstrated experience with basic actuarial pricing methodologies. - Demonstrated experience aggregating and analyzing data to solve problems. - Ability to effectively communicate insights and solutions to broad audiences including actuarial and non-actuarial stakeholders. - P&C Personal Lines pricing experience. - Familiarity and experience with industry pricing software such as Earnix. - US military experience through military service or a military spouse/domestic partner. Compensation range: The salary range for this position is: $77,120 - $138,810. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Senior Financial Accountant

    First National Bank Texas

    Finance
    On-Site
    Texas, Killeen, 76541
    Permanent
    Competitive

    Job Description Prepare FLASH reporting and oversee month end closing Prepare quarterly Call Reports Prepare Consolidated and Combined working papers Prepare journal entries (month/quarter end and allocations), data/statistical analysis, monthly report preparation, and budget participation Review and sign-off on Staff Accountant journal entries and reconcilements Configure, modify, test and implement both current and new software workflows and procedures to ensure compliance with updated accounting standards and operational requirements Enforce Company and Departmental policies and procedures Process and/or review entries related to FCIS, FNR, and FNR II Prepare rebills for intercompany entries and assist in posting when needed Analysis and research of individual accounts and outstanding items at all company levels Assist in annual external audits and regulatory audits (example: OCC, Federal Reserve, and FDIC) Oversee departmental processes and identify opportunities to automate and streamline workflows for increased efficiency and accuracy. Prepare monthly and quarterly financial reports Prepare managerial reports as needed Oversee Property renditions and Property taxes for 300+ branches Cross train and help staff accountants with daily work Participate in webinars related to Banking, Accounting, and overall Regulatory reporting Regular and predictable attendance and punctuality Travel as need to meet business needs Other duties as assigned Physical Requirements: Must be able to remain in a sitting stationary position for extended periods of time Constantly operate a computer and other office machinery Ability to lift up to 25 pounds FCBI is an equal opportunity employer.

    Mortgage Loan Officer - Contact Center

    USAA

    Finance
    Remote
    Texas, San Antonio, 78288
    Permanent
    Competitive

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Step into a role where your expertise helps members achieve one of life's biggest milestones-homeownership. As a dedicated Loan Officer, you'll deliver a highly personalized experience by guiding members through tailored mortgage solutions that support their financial security. You'll build strong relationships, connect with members across multiple channels, and influence outcomes through thoughtful recommendations and a deep understanding of their needs. This is a high-impact, performance-driven role within a fast-paced, high-volume environment that calls for a driven, high-capacity professional who thrives on delivering results. In return for your focus and performance, you'll have the opportunity to significantly increase your total earnings. We offer a competitive compensation package that includes a strong base salary combined with performance-based incentives tied directly to individual production and results. This role includes a structured ramp-up guarantee to support you as you establish your pipeline. With consistent performance, there is substantial earning potential and the opportunity to grow both your career and total compensation over time. Incentive earnings will vary based on individual performance, experience, and business conditions, reinforcing that outcomes are driven by results and not guaranteed. We offer a flexible work environment that requires an individual to be in the office 4 days per week in our San Antonio office. Relocation assistance is not available for this position. What you'll do: - Under limited supervision, follows established written risk, compliance and regulatory requirements to process VA and Conventional mortgage loans, both purchase and refinance within a service level objective requirement. - Based on predetermined requirements, assesses, and grants or rejects mortgage applications. - Manages a pipeline of member calls for mortgage products; conducts daily phone calls and manages voicemail/email correspondence - Partners closely with Processors, Underwriters and Closers to deliver on the mortgage products within a specified period of time. Responds to member and third-party phone calls to keep appropriate parties informed of loan status. - Stays updated on compliance and regulatory requirements and identifies and manages existing and emerging risks that stem from business activities; ensures risks associated with business activities are effectively measured, monitored, and controlled. - Develops and maintains successful partnerships with Real Estate Agents. - Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: - High School Diploma or General Equivalency Diploma required. - 1-2 years of experience as a Loan Officer or in a comparable sales role - Acquisition and maintenance of applicable licenses/state registrations as required. What sets you apart: - Experience driving mortgage sales in a fast-paced, high-volume contact center - 2+ years of sales and/or high-volume contact center experience - Active or prior NMLS license/registration - US military experience through military service or a military spouse/domestic partner - Proven success in a high-volume, metrics-driven call center environment (e.g., conversion, call quality, adherence, sales goals) - Experience managing inbound and outbound loan inquiries in a call center, including application intake, pre-qualification, and funding support - Background in a bank, credit union, or lending contact center, with working knowledge of mortgage products and regulatory requirements - Strong consultative sales skills in a call center setting, with the ability to educate customers while balancing customer experience and production goals - Proficiency with LOS, CRM systems, and call center technologies Compensation range: The base salary for this role is $45,000.00 annual with a tiered incentive program. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Principal, Payer & Risk Bearer Strategy and Stakeholder Intelligence

    MCKESSON

    Finance
    Hybrid
    Texas, Spring, 77380
    Permanent
    Competitive

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson's Corporate Strategy and Business Development team is seeking a Principal to join its Payer & Risk Bearer Strategy and Stakeholder Intelligence team. McKesson provides services that create value for Patients, Pharmacies, Providers, BioPharma Manufacturers, and Plan Sponsors (Payers, PBMs, Employers, and Government Agencies). As the healthcare market undergoes fundamental shifts-including PBM reform, the expansion of value-based care, evolving government payment models, and the rapid growth of the CMS Health Tech Ecosystem-this role will be responsible for identifying and evaluating new ways McKesson can create differentiated value for payers, PBMs, government agencies, and other risk-bearing entities. In this challenging and highly visible role, the Principal will directly advance the SVP's three strategic objectives: (1) Thought Leadership on payer and risk bearer market dynamics, (2) Articulation of McKesson's Future Payer Value Proposition , and (3) Informing McKesson Strategy and Solution Development across business units. This role is a senior individual contributor position with a strong expectation of hands-on analytical ownership. The Principal is accountable for personally leading and executing the most complex, ambiguous strategic analyses facing the Payer & Risk Bearer Strategy team, where problems are ill-defined, data is incomplete or fragmented across business units, and established playbooks do not exist. The Principal will evaluate opportunities to partner with or acquire emerging players from the CMS Health Tech Ecosystem, support BU- and corporate-level strategic decision-making through market analysis, emerging industry trend identification, portfolio analysis, and assessment of strategic needs that arise from payer, PBM, government agency, or other plan sponsor industry shifts. This role will provide leadership, insight, and consultation in the design, development, and implementation of strategic initiatives that advance McKesson's objective to Advance Health Outcomes for All. While influencing senior leaders across the enterprise, the Principal remains directly responsible for the rigor, quality, and synthesis of analysis that underpins strategic recommendations, investment theses, and partnership decisions. Successful candidates will have experience "in the business" of health tech ecosystem solutions that create value for payers and healthcare stakeholders, with a strong network of relevant industry relationships. Candidates must articulate the value drivers of payers, PBMs, and plan sponsors, and the characteristics of successful players positioned to win in the long term. Ideal candidates are self-starters, self-directed, and motivated to make contact with potential partners and advance relationships aggressively. The role reports to the Senior Vice President, Payer & Risk Bearer Strategy. To meet business objectives and expectations, the Principal must: - Serve as a strategic thought partner and principal analytical lead to the SVP and senior leaders on payer, PBM, government agency, and risk bearer market dynamics, regulatory shifts, and competitive positioning - Identify, scope, and evaluate partnership, acquisition, and investment opportunities within the CMS Health Tech Ecosystem, including framing diligence questions, leading analyses, and synthesizing findings into recommendations that align with McKesson's strategic priorities - Develop decision-ready analyses, structured hypotheses, and executive-grade recommendations that drive conviction among McKesson's senior leadership, ultimately showcasing financial value to the business and their customers - Drive process innovation by building scalable playbooks and best practices for opportunity evaluation, stakeholder engagement, and strategic intelligence, informed by direct execution experience. Demonstrate proficiency in AI, automation, and emerging technologies to elevate the quality and efficiency of strategic work and enable faster, more informed decision-making Key Responsibilities: Thought Leadership & Market Intelligence - Develop and demonstrate deep expertise on trends impacting the payer market, including PBM reform, the shift to value-based care, evolution of government payment models, and risk bearers' data utilization behaviors. Maintain a contemporary view of key payer and health tech ecosystem innovators in the context of McKesson's strategy. Form and lead knowledge-sharing forums across the company focused on risk bearers to speed better-informed decision-making and elevate the enterprise's understanding of market dynamics, opportunities, and risks. Payer Value Proposition Development - Drive an aligned point of view on the near- and long-term role McKesson's business units and enterprise could and should play in enabling payers and participating in value-based care. Identify and prioritize new ways McKesson can create value for payers, PBMs, government agencies, employers, and other risk bearers as the market changes. Define and prioritize capability roadmap options (build/buy/partner) and contribute to shaping a holistic, long-range enterprise payer and digital health strategy. CMS Health Tech Ecosystem Evaluation & Business Development - Identify, evaluate, and advance partnership, acquisition, and investment opportunities among participants in the CMS Health Tech Ecosystem and adjacent digital health players. Maintain an ongoing pipeline of targets, develop business cases, market sizing analyses, and financial models to assess viability and strategic fit, and manage stakeholder relationships through the evaluation process. Assess opportunities that address populations that are indigent, use cash pay, are insured or underinsured, and that address social determinants of health. Inform McKesson Strategy & Solution Development - Partner with Business Unit teams (CSI, CMM, USON, Ontada, HealthMart) to support the exploration and execution of initiatives involving benefit carveouts (e.g., GLP-1s, weight loss), alternative PBM models, and value-based care contracting. Advise the McKesson Benefits team on payer/PBM market landscape, strategy, and offerings of key players, including support for PBM consultant selection, RFP development, and PBM/Payer selection decisions. Support McKesson Canada on the emergence of health plans and PBMs in Canada. Strategic Project Leadership - Identify, scope, and manage strategic projects end-to-end; maintain responsibility for deliverables and timelines, shifting priorities as needed. Facilitate business problem-solving through establishing strategic context, developing structured hypotheses, performing detailed analyses, synthesizing insights, and aligning execution plans that lead to recommendations to senior management. Stakeholder Engagement & Executive Communication - Build trust and productive relationships with team members and stakeholders across the organization. Influence and gain stakeholder acceptance and conviction around ideas through effective communication, relevant and insightful analyses, and creative thinking. Prepare and deliver clear, persuasive executive presentations, investment memos, and strategic recommendations for senior leadership, ensuring analytical rigor, clarity of narrative, and defensible conclusions. Additionally, act as thought partner in strategic discussions outside of own projects. Team Leadership - Capacity to manage direct or indirect (business unit) reports as needs arise, including mentoring junior team members and developing talent within the Payer & Risk Bearer Strategy function. Minimum Job Qualifications (Knowledge, Skills, & Abilities): - 8+ years of experience in corporate strategy, business development, product development, or equivalent experience in payer/PBM/plan sponsor services - Demonstrated ability to lead complex, cross-functional strategic initiatives from concept through execution - Track record of identifying, evaluating, and advancing partnership, acquisition, or investment opportunities - Attention to detail is crucial for ensuring the accuracy of all data, models, and reports - Excellent written and verbal communication skills with proven ability to present to and influence senior executives - Ability to work in a fast-paced environment, manage multiple priorities, and navigate ambiguity with confidence . click apply for full job details

    Principal, Payer & Risk Bearer Strategy and Stakeholder Intelligence

    MCKESSON

    Finance
    Hybrid
    Texas, Irving, 75039
    Permanent
    Competitive

    McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. McKesson's Corporate Strategy and Business Development team is seeking a Principal to join its Payer & Risk Bearer Strategy and Stakeholder Intelligence team. McKesson provides services that create value for Patients, Pharmacies, Providers, BioPharma Manufacturers, and Plan Sponsors (Payers, PBMs, Employers, and Government Agencies). As the healthcare market undergoes fundamental shifts-including PBM reform, the expansion of value-based care, evolving government payment models, and the rapid growth of the CMS Health Tech Ecosystem-this role will be responsible for identifying and evaluating new ways McKesson can create differentiated value for payers, PBMs, government agencies, and other risk-bearing entities. In this challenging and highly visible role, the Principal will directly advance the SVP's three strategic objectives: (1) Thought Leadership on payer and risk bearer market dynamics, (2) Articulation of McKesson's Future Payer Value Proposition , and (3) Informing McKesson Strategy and Solution Development across business units. This role is a senior individual contributor position with a strong expectation of hands-on analytical ownership. The Principal is accountable for personally leading and executing the most complex, ambiguous strategic analyses facing the Payer & Risk Bearer Strategy team, where problems are ill-defined, data is incomplete or fragmented across business units, and established playbooks do not exist. The Principal will evaluate opportunities to partner with or acquire emerging players from the CMS Health Tech Ecosystem, support BU- and corporate-level strategic decision-making through market analysis, emerging industry trend identification, portfolio analysis, and assessment of strategic needs that arise from payer, PBM, government agency, or other plan sponsor industry shifts. This role will provide leadership, insight, and consultation in the design, development, and implementation of strategic initiatives that advance McKesson's objective to Advance Health Outcomes for All. While influencing senior leaders across the enterprise, the Principal remains directly responsible for the rigor, quality, and synthesis of analysis that underpins strategic recommendations, investment theses, and partnership decisions. Successful candidates will have experience "in the business" of health tech ecosystem solutions that create value for payers and healthcare stakeholders, with a strong network of relevant industry relationships. Candidates must articulate the value drivers of payers, PBMs, and plan sponsors, and the characteristics of successful players positioned to win in the long term. Ideal candidates are self-starters, self-directed, and motivated to make contact with potential partners and advance relationships aggressively. The role reports to the Senior Vice President, Payer & Risk Bearer Strategy. To meet business objectives and expectations, the Principal must: - Serve as a strategic thought partner and principal analytical lead to the SVP and senior leaders on payer, PBM, government agency, and risk bearer market dynamics, regulatory shifts, and competitive positioning - Identify, scope, and evaluate partnership, acquisition, and investment opportunities within the CMS Health Tech Ecosystem, including framing diligence questions, leading analyses, and synthesizing findings into recommendations that align with McKesson's strategic priorities - Develop decision-ready analyses, structured hypotheses, and executive-grade recommendations that drive conviction among McKesson's senior leadership, ultimately showcasing financial value to the business and their customers - Drive process innovation by building scalable playbooks and best practices for opportunity evaluation, stakeholder engagement, and strategic intelligence, informed by direct execution experience. Demonstrate proficiency in AI, automation, and emerging technologies to elevate the quality and efficiency of strategic work and enable faster, more informed decision-making Key Responsibilities: Thought Leadership & Market Intelligence - Develop and demonstrate deep expertise on trends impacting the payer market, including PBM reform, the shift to value-based care, evolution of government payment models, and risk bearers' data utilization behaviors. Maintain a contemporary view of key payer and health tech ecosystem innovators in the context of McKesson's strategy. Form and lead knowledge-sharing forums across the company focused on risk bearers to speed better-informed decision-making and elevate the enterprise's understanding of market dynamics, opportunities, and risks. Payer Value Proposition Development - Drive an aligned point of view on the near- and long-term role McKesson's business units and enterprise could and should play in enabling payers and participating in value-based care. Identify and prioritize new ways McKesson can create value for payers, PBMs, government agencies, employers, and other risk bearers as the market changes. Define and prioritize capability roadmap options (build/buy/partner) and contribute to shaping a holistic, long-range enterprise payer and digital health strategy. CMS Health Tech Ecosystem Evaluation & Business Development - Identify, evaluate, and advance partnership, acquisition, and investment opportunities among participants in the CMS Health Tech Ecosystem and adjacent digital health players. Maintain an ongoing pipeline of targets, develop business cases, market sizing analyses, and financial models to assess viability and strategic fit, and manage stakeholder relationships through the evaluation process. Assess opportunities that address populations that are indigent, use cash pay, are insured or underinsured, and that address social determinants of health. Inform McKesson Strategy & Solution Development - Partner with Business Unit teams (CSI, CMM, USON, Ontada, HealthMart) to support the exploration and execution of initiatives involving benefit carveouts (e.g., GLP-1s, weight loss), alternative PBM models, and value-based care contracting. Advise the McKesson Benefits team on payer/PBM market landscape, strategy, and offerings of key players, including support for PBM consultant selection, RFP development, and PBM/Payer selection decisions. Support McKesson Canada on the emergence of health plans and PBMs in Canada. Strategic Project Leadership - Identify, scope, and manage strategic projects end-to-end; maintain responsibility for deliverables and timelines, shifting priorities as needed. Facilitate business problem-solving through establishing strategic context, developing structured hypotheses, performing detailed analyses, synthesizing insights, and aligning execution plans that lead to recommendations to senior management. Stakeholder Engagement & Executive Communication - Build trust and productive relationships with team members and stakeholders across the organization. Influence and gain stakeholder acceptance and conviction around ideas through effective communication, relevant and insightful analyses, and creative thinking. Prepare and deliver clear, persuasive executive presentations, investment memos, and strategic recommendations for senior leadership, ensuring analytical rigor, clarity of narrative, and defensible conclusions. Additionally, act as thought partner in strategic discussions outside of own projects. Team Leadership - Capacity to manage direct or indirect (business unit) reports as needs arise, including mentoring junior team members and developing talent within the Payer & Risk Bearer Strategy function. Minimum Job Qualifications (Knowledge, Skills, & Abilities): - 8+ years of experience in corporate strategy, business development, product development, or equivalent experience in payer/PBM/plan sponsor services - Demonstrated ability to lead complex, cross-functional strategic initiatives from concept through execution - Track record of identifying, evaluating, and advancing partnership, acquisition, or investment opportunities - Attention to detail is crucial for ensuring the accuracy of all data, models, and reports - Excellent written and verbal communication skills with proven ability to present to and influence senior executives - Ability to work in a fast-paced environment, manage multiple priorities, and navigate ambiguity with confidence . click apply for full job details

    Manager, Financial Advisors

    Vanguard

    Finance
    On-Site
    Texas, Dallas, 75201
    Permanent
    $4 - $5/hr

    hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. As a High-Net-Worth Financial Advisor Manager at Vanguard, you will lead a team of seasoned financial advisors who serve the firm's more sophisticated and affluent clients. These clients typically hold advised assets ranging up to $5 million , and require highly personalized, strategic investment guidance. In this leadership role, you will: - Develop and mentor a team of financial professionals, fostering a culture of excellence, integrity, and client-first service. - Oversee client engagement strategies , ensuring that each advisor delivers tailored financial solutions aligned with the unique goals and legacy aspirations of high-net-worth individuals and families. - Collaborate cross-functionally with internal partners across investment management, estate planning, tax strategy, and trust services to deliver a seamless and holistic client experience. - Drive business growth by identifying opportunities to deepen client relationships, expand wallet share, and enhance loyalty through proactive service and value-added insights. - Ensure regulatory compliance and uphold Vanguard's fiduciary standards in all client interactions and advisory practices. This role is ideal for a dynamic leader with deep expertise in wealth management, a passion for developing talent, and a commitment to delivering exceptional outcomes for clients with complex financial needs. Responsibilities - Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decisions in accordance with all applicable Human Resources policies and procedures. - Participates in business planning. Analyzes departmental statistics and prepares management reports. Uses data to monitor problems and measure success of the team and the business. Identifies opportunities and executes solutions. - Manages a shared book of business with an emphasis on client enrollment, client satisfaction, and retention. - Supports advisors in analyzing and resolving client planning issues and developing solutions. - Regularly provides feedback and coaching to advisors. Identifies opportunities for process improvement and recommends changes to procedures at the departmental level to meet changing business needs. - Communicates internal and industry developments to crew within department quickly and accurately. - Supports management in staffing implementation and operational plans and changes to policies and procedures. - Serves as a resource for internal partners regarding all topics of financial planning. Develops extensive knowledge of Vanguard funds, products, and services to help educate and guide clients. Maintains extensive understanding of financial planning, capital markets, and the Financial Services industry. - Participates in special projects and performs other duties as assigned. Qualifications - Five years related work experience in financial services. Supervisory experience preferred. - Undergraduate degree or equivalent combination of training and experience. Graduate degree preferred. - CFP preferred. - This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

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