Dallas, Texas, United States · On-site
This exempt position supports the Firm’s financial business systems as part of the New Business Intake team. The Senior New Business Intake Analyst handles complex intake activities, assists with workflow administration,…
Skills: Business Intake, Matter Management, Workflow Administration, Data Integrity, Financial Systems
Texas, United States · On-site
$199k–$230k/yr
AutoNation is one of the largest automotive retailers in the United States, with over 300 locations offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the be…
Skills: Strategic planning, Technology leadership, Team development, Application portfolio management, Solution delivery
Little Elm, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Branch banking, Client loyalty, Customer experience
Riverside, California, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Mortgage lending, Loan origination, Sales management, Financial analysis, Client prospecting
Melissa, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Client loyalty, Customer experience, Customer service
Pearland, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Accountability, Banking, Branch banking, Client loyalty, Customer experience
Pearland, Texas, United States · On-site
$58k–$67k/yr
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Relationship Banking, Small Business Lending, Sales, Customer Service, Financial Guidance
Houston, Texas, United States · On-site
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to …
Skills: Banking, Customer service, Proactive sales, Client loyalty, Customer experience
Richardson, Texas, United States · On-site
Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who tr…
Skills: Treasury products, Client onboarding, Project management, Treasury management agreements, ACH files
Houston, Texas, United States · Hybrid
Determined, imaginative, curious—if these are some of the ways you describe yourself, we want to learn more about you! At TC Energy, we are proud to connect the world to the energy it needs. Guided by our values of safet…
Skills: Financial analysis, Excel, Financial modeling, Data analysis, Regulatory analysis
Coppell, Texas, United States · On-site
Whether you’re a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin. Enjoy a true sense of ownership as you work with a proven industry leader on some of the most exciting and…
Skills: Cost accounting, Financial analysis, Budgeting, Revenue forecasting, Internal auditing
Irving, Texas, United States · Hybrid
Are you looking for a place where you can bring your skills and passion? Welcome to Neighborly—the hub of service brands that connects customers to top-notch local experts who repair, maintain, and enhance homes and busi…
Skills: Financial reporting, GAAP, Account reconciliation, Variance analysis, Journal entries
Ann Arbor, Michigan, United States · Hybrid
$74k–$138k/yr
Manager/Senior Manager, Finance As Manager/Senior Manager, Finance, you will primarily provide end-to-end finance support for the TAAP Audit Workflow Subsegment. This role partners with Sales and Retention leadership tea…
Skills: Financial management, Sales performance analysis, Revenue growth strategy, Financial forecasting, Annual planning
Irving, Texas, United States · On-site
$115k–$172k/yr
We are seeking an experienced Paid Media Audience Strategy & Data Architecture Lead to drive audience planning, activation strategy, and data-enabled marketing initiatives across the paid media ecosystem. This role combi…
Skills: Audience strategy, Data architecture, Paid media, Marketing analytics, Customer segmentation
Houston, Texas, United States · On-site
Job Description Summary Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-…
Skills: Client relationship management, Financial services, Trading, Account management, Communication
Austin, Texas, United States · On-site
$64k–$88k/yr
Who We Are Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that help…
Skills: Payroll processing, Multi-state payroll, Payroll tax, Timekeeping, Wage garnishments
Austin, Texas, United States · On-site
Member Specialist Well Known AAA Brand Products and Service Excellent Earning Potential Paid Training If you are a career-minded, service-driven professional looking to join a fast-paced organization then you have come t…
Skills: Customer service, Sales, Communication, Interpersonal skills, Organizational skills
Houston, Texas, United States · On-site
Member Specialist Well Known AAA Brand Products and Service Excellent Earning Potential Paid Training If you are a career-minded, service-driven professional looking to join a fast-paced organization then you have come t…
Skills: Customer service, Sales, Cross-selling, Communication, Interpersonal skills
Celina, Texas, United States · On-site
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the…
Skills: Cash handling, Customer service, Sales, Account management, Financial services
Fort Worth, Texas, United States · On-site
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Coaching, Customer Service, Management, Customer and Client Focus, Performance Management
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Senior New Business Intake Analyst manages complex client and matter intake processes while ensuring data integrity and adherence to firm policies. This role also serves as a key operational resource by coordinating workflows, identifying process improvements, and providing training to team members.
Candidates must have at least 4 years of experience in business intake, matter management, or related professional services operations. A bachelor's degree is preferred, along with proficiency in Microsoft Office and experience with automated workflow systems.
Review and process complex client and matter intake requests in accordance with firm policies and established procedures
Assist with escalated intake matters requiring additional analysis, workflow coordination, or collaboration with attorneys and administrative departments
Assist with administration and monitoring of intake workflow processes to support timely completion of requests and adherence to established procedures
Serve as a resource to Business Intake Analysts and firm personnel regarding intake procedures, workflow requirements, and system functionality
Identify workflow issues, recurring trends, and opportunities to improve efficiency, consistency, and data quality, and provide recommendations to the New Business Intake Manager.
Collaborate with attorneys, secretaries, and risk management to ensure smooth intake processing.
Manage data associated with clients and matters for departing attorneys.
Participate in projects involving business intake, workflow automation, matter management, and related financial systems
Assist with the development and maintenance of intake processes and standards to ensure overall client and matter data quality.
Assist with the development and maintenance of intake procedures, workflow standards, process documentation, and reference materials
Assist with onboarding and training of Business Intake team members and provide knowledge sharing regarding intake processes and systems.
Assist with the development, maintenance, and execution of related end user training programs.
Act as liaison between accounting and other teams or departments as needed.
Perform related duties and other projects assigned.
This Business Intake Analyst position reports directly to the New Business Intake Manager.
Subordinate staff: None
Qualifications
Knowledge/Experience
This individual should possess a minimum of 4 or more years of experience supporting business intake, matter management, workflow administration, financial operations, legal operations, professional services operations, or related business process functions. Experience working with automated workflow systems and enterprise business applications is required.
Candidates should demonstrate experience handling complex business process requests, coordinating across multiple stakeholders, participating in process improvements, supporting system enhancements or testing, and providing user guidance or training. Law firm intake, accounting, conflicts, or similar professional services operations experience is preferred.
Skills
Strong interpersonal, organizational, and client service skills
Excellent written and verbal communication skills
Keen attention to detail with ability to multi-task and meet deadlines
Intermediate proficiency in Microsoft Excel, Word, and Outlook
Aptitude and willingness to learn new software/applications; Intapp Intake experience a plus
Strong research, problem-solving, decision-making, and analytical abilities
Ability to work independently and collaboratively with diverse personalities at all levels
Ability to maintain confidentiality and adapt to changing business needs
Education
Bachelor’s degree from an accredited institution preferred and/or advanced certifications in business process management, such as, PMP or Six Sigma.
Physical Demands
Must be able to move around the office up to 15% of the time to make copies, fax, file, etc. Remains stationary at least 85% of the time. This position operates computers and other office productivity machines (e.g., fax machine, copier, printer, etc.) on a regular basis. Occasionally required to move documents or files weighing up to 15 lbs. This position requires constant communication and exchange of information with the Firm attorneys, clients and staff. This position must be able to inspect and observe information on a computer screen at least 80% of the time.
Office environment.
At Haynes and Boone, our people are the driving force behind our success. Because we value the role every individual plays in how we deliver exceptional legal services, we hire people who will contribute to our professional reputation, enhance client relationships and share in our success.
Haynes and Boone is one of the largest law firms in Dallas, and it continues to grow. In 2023, Haynes and Boone moved its headquarters to a new 27-story office tower in the Harwood District of uptown Dallas. Lawyers in our Dallas office serve all the firm’s practice and industry areas – including corporate, litigation, banking/finance, insurance law, healthcare law, labor and employment, estate planning, real estate, bankruptcy, intellectual property, white collar crime, and antitrust. Our Dallas lawyers are widely recognized in their practice areas in publications such as The Best Lawyers in America directory (Woodward/White, Inc.) and the Chambers USA legal directory (Chambers & Partners). This office attracts high-energy, technically proficient people who enjoy working in a collegial environment. We are committed to having an inclusive workforce that reflects our communities, and we seek highly motivated lawyers and staff who value our culture of respect and teamwork.
Haynes Boone is among the fastest-growing firms in the Am Law 100, providing full-service counsel across sectors, including corporate, energy, financial services, real estate, restructuring, litigation, intellectual property and specialty transactions. The firm represents companies at all stages – many in the Fortune 500 and S&P 500 and hundreds that are well-funded, exchange-listed, privately held and/or in emerging-growth mode. More than 700 lawyers practice across 19 global offices in California, Colorado, Illinois, New York, North Carolina, Texas, Virginia, Washington, D.C., London, Mexico City and Shanghai. In 2024, Chambers USA ranked 35 firm practice areas, and Haynes Boone became the first Am Law 100 firm to earn Mental Health America’s Gold Bell Seal for its industry-leading commitment to creating a mentally healthy workplace. For more information, visit haynesboone.com. Nothing provided herein should be used as legal advice, nor shall anything herein create an attorney-client relationship between you and Haynes Boone.
Offices: 2801 N Harwood St, Suite 2300, Dallas, Texas 75201, US · 98 San Jacinto Blvd, Suite 1500, Austin, Texas 78701, US · 180 N LaSalle St, Suite 2215, Chicago, Illinois 60601, US · 675 15th St, Suite 2200, Denver, Colorado 80202, US · 301 Commerce St, Suite 2600, Fort Worth, Texas 76102, US
Based on 3600 listings with disclosed salaries, most finance & accounting jobs in Texas pay between $65k–$185k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 15,900 open finance & accounting positions in Texas listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include JPMorganChase, Frost, Bank of America, Prosperity Bank, PNC, among others. Browse the listings above to see every active employer.
Yes — 4716 of the 15900 open finance & accounting positions offer remote or hybrid work (1639 remote, 3077 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
