<p>We are looking for a Senior Field Financial Analyst to join our team in Dallas, Texas. In this role, you will act as a strategic financial partner, delivering insights to drive profitability and operational improvements at the market level. This position requires a keen ability to translate complex financial data into actionable recommendations and collaborate across teams to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Regional Vice President and their team to provide financial guidance and support.</p><p>• Analyze market-level profitability, operational efficiency, and P& L performance through regular reviews.</p><p>• Identify trends, risks, and opportunities across financial and operational metrics.</p><p>• Develop clear and impactful narratives from complex financial data to inform decision-making.</p><p>• Create and maintain financial dashboards and reports utilizing tools such as Power BI.</p><p>• Assist in forecasting and budgeting by integrating data-driven models with operational insights.</p><p>• Monitor forecast accuracy and perform variance analysis with actionable recommendations.</p><p>• Collaborate with teams across recruitment, business development, and clinical operations to enhance overall efficiency.</p><p>• Conduct in-depth branch-level assessments to uncover improvement opportunities.</p><p>• Provide financial modeling and business case development for market expansion or new service lines.</p>
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will lead data-driven financial initiatives, providing critical insights to support strategic decisions and operational efficiency. The ideal candidate will excel in analyzing complex datasets and collaborating across departments to drive impactful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses of financial and operational metrics, including patient volume, revenue cycle performance, and profitability across service lines.</p><p>• Extract, clean, and manage large datasets from electronic health records (EHRs) and financial systems using advanced tools.</p><p>• Develop and maintain dashboards to monitor key performance indicators (KPIs) related to clinical operations, cost management, and profit and loss trends.</p><p>• Streamline and automate reporting processes to ensure timely and accurate delivery of monthly and quarterly financial reports.</p><p>• Collaborate with clinical and operational leaders to identify financial risks, opportunities, and strategies for improvement.</p><p>• Provide data-driven support for annual budgeting, forecasting, and long-term planning through advanced financial models.</p>
<p>We are looking for a detail-oriented Financial Analyst to join our client's team in Arlington, Texas. In this role, you will play a key part in managing and analyzing financial data related to capital project budgets and debt management. This position offers an opportunity to work on a variety of financial planning tasks, including capital program analysis, bond issuance activities, and compliance reporting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain construction and engineering budgets within the organization's project accounting system.</p><p>• Collaborate with internal departments to gather and analyze data on capital project budgets and timelines.</p><p>• Conduct in-depth analyses of the organization's capital program, including cash flow projections, bond timing, and debt management.</p><p>• Assist in planning and coordinating bond issuance activities, including scheduling and sizing.</p><p>• Prepare and review critical bond documents, such as Offering Statements and Closing Statements, and complete rating agency questionnaires.</p><p>• Oversee and ensure compliance with debt management functions, including meeting reporting requirements for government agencies.</p><p>• Contribute to the preparation of the annual budget and the Annual Comprehensive Financial Report.</p><p>• Reconcile data between the Lawson Activities module and General Ledger, and produce monthly Bond Status Reports.</p><p>• Maintain organized records of debt issuances and compliance requirements.</p><p>• Prepare journal entries and perform other finance-related tasks as assigned.</p>
<p>We are looking for a skilled Investment Accountant/Analyst to join our team in McKinney, Texas. In this role, you will focus on analyzing financial data, preparing detailed reports, and supporting strategic investment decisions for our subsidiaries. The ideal candidate will have a strong background in investment accounting and financial analysis, along with a passion for driving process improvements and ensuring compliance with industry regulations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial models to support budgeting, forecasting, and scenario analysis.</p><p>• Conduct thorough analysis of financial data to identify trends, risks, and opportunities for investment portfolios.</p><p>• Prepare and deliver detailed financial reports, including monthly, quarterly, and annual analyses for subsidiary boards and management.</p><p>• Collaborate with various departments to align financial plans with organizational goals and strategies.</p><p>• Evaluate potential investments and acquisitions to support growth initiatives for subsidiaries.</p><p>• Work closely with IT teams to enhance data systems and ensure accuracy and accessibility of financial information.</p><p>• Utilize programming languages like Python or R to streamline processes and automate routine tasks.</p><p>• Manage accounting and reporting for complex investments, including fixed income, equity, and alternative assets.</p><p>• Investigate and resolve discrepancies in daily financial processing and ensure accurate reconciliations.</p><p>• Monitor compliance with internal controls, regulatory standards, and industry practices for investment accounting.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a Database Analyst to join our team in Mesquite, Texas. In this contract role, you will play a pivotal part in a data unification initiative for a manufacturing client. The position involves cleansing, standardizing, and consolidating data across various systems to support accurate reporting and prepare for advanced analytics solutions.<br><br>Responsibilities:<br>• Conduct comprehensive analysis of fragmented datasets to identify inconsistencies and discrepancies across multiple systems.<br>• Implement data cleansing and standardization processes for vendor IDs, product IDs, customer IDs, and other critical data points.<br>• Develop robust frameworks, including naming conventions and tagging mechanisms, to ensure seamless integration of legacy data into unified structures.<br>• Utilize tools such as SeeDataSync to manage data extraction, transformation, and migration while maintaining integrity.<br>• Collaborate with internal teams and stakeholders to align data unification efforts with organizational goals.<br>• Prepare datasets to serve as the foundation for implementing advanced reporting infrastructures like Data Cubes.<br>• Address gaps and redundancies in reporting structures to enable actionable insights.<br>• Document processes and provide regular updates to stakeholders to ensure transparency and alignment.<br>• Partner with IT and business systems teams to understand requirements and optimize data workflows.<br>• Ensure consistency and usability of consolidated data for future analytics initiatives.
<p>Our client is seeking a <strong>Senior FP& A Analyst</strong> to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth.</p><p> </p><p><strong>🌟 Why You’ll Love This Role:</strong></p><p>· <strong>Culture of Excellence:</strong> Join a tenured FP& A/Finance team with a wealth of expertise to learn from.</p><p>· <strong>Entrepreneurial Spirit:</strong> Collaborate on business transformation initiatives that use technology to improve processes and procedures.</p><p>· <strong>Your Voice Matters:</strong> Work closely with corporate leadership and see your ideas in action.</p><p>· <strong>Career Growth:</strong> Significant opportunities for learning, development, and leadership within the organization.</p><p>· <strong>Dynamic Work Environment:</strong> Fast-paced, varied days where you’ll tackle exciting challenges.</p><p>· <strong>Work-Life Balance:</strong> Prioritize productivity without losing sight of your well-being.</p><p> </p><p><strong>💼 Key Responsibilities</strong></p><p><em>Financial Planning & Analysis</em></p><p>· Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals</p><p>· Analyze financial results, identify trends, and deliver actionable insights to senior leadership</p><p>· Collaborate with other departments to optimize workforce planning and productivity</p><p>· Serve as a subject matter expert in financial systems and policy interpretation</p><p>· Advise senior FP& A and business leaders on risks, opportunities, and long-range planning</p><p> </p><p><em>Reporting & Data Tracking</em></p><p>· Oversee creation of performance dashboards and executive-level reports</p><p>· Prepare materials for executive reviews and strategic discussions</p><p>· Recommend action plans to improve business performance</p><p>· Drive continuous improvement in reporting processes and data governance</p><p> </p>
We are looking for a detail-oriented Accounts Payable Analyst to join our team in Coppell, Texas. In this role, you will play a pivotal part in managing payment processes, ensuring compliance, and maintaining accurate records for vendor transactions and expenses. You will collaborate with cross-functional teams and vendors to resolve discrepancies while contributing to improving accounts payable workflows.<br><br>Responsibilities:<br>• Process invoices, expenses, vendor payments, and other disbursements while ensuring accuracy in data movement and workflows.<br>• Reconcile payment records with bank statements and clearing accounts related to payment cards and travel expenses.<br>• Maintain organized and accurate records of disbursements, addressing discrepancies promptly to ensure timely processing.<br>• Prepare detailed reports on disbursement activities, analyze trends, and recommend process improvements.<br>• Manage the unclaimed property process, including reporting and remitting funds in compliance with state regulations.<br>• Ensure compliance with company policies, accounting principles, and internal controls related to disbursement processes.<br>• Collaborate with departments such as Supply Chain, Legal, Treasury, and Restaurant Operations to resolve transaction discrepancies and manage approvals.<br>• Communicate effectively with vendors, clients, and stakeholders to address payment issues and inquiries.<br>• Participate in system updates or upgrades related to accounts payable processes, validating functionality and identifying opportunities for improvement.<br>• Support initiatives to increase electronic funds transfer adoption and streamline procurement card payment processes.
<p><strong>***Need to be fluent in French and English*** No sponsorship</strong></p><p>We are looking for a skilled Help Desk Analyst to join our team in Carrollton, Texas. In this role, you will provide technical support for hardware and software systems, ensuring smooth operations across various devices and platforms. You will play an essential role in troubleshooting issues, maintaining systems, and delivering excellent customer service.</p><p><br></p><p>Responsibilities:</p><p>• Install, configure, and maintain laptops, desktops, and related hardware and software to ensure optimal performance.</p><p>• Configure and support mobile devices, ensuring seamless functionality and user satisfaction.</p><p>• Troubleshoot and resolve hardware and network connectivity issues, minimizing downtime.</p><p>• Manage user accounts and control access in compliance with company policies.</p><p>• Perform data migration and remove outdated equipment, ensuring secure transition to new systems.</p><p>• Analyze issue trends and implement preventive solutions to reduce recurring problems.</p><p>• Utilize ServiceNow to address incidents and fulfill service requests efficiently.</p><p>• Administer local printer setups and video conferencing solutions, ensuring reliable operations.</p><p>• Provide support for various projects as needed, contributing to team goals.</p><p>• Deliver exceptional customer service while maintaining attention to detail and organizational standards.</p><p><br></p><p><strong>***Need to be fluent in French and English***No sponsorship</strong></p>
<p>We are looking for a detail-oriented Tax Audit Analyst to join our team in Plano, Texas. In this role, you will contribute to the integrity of our tax processes by ensuring compliance with internal controls, maintaining clear communication, and managing audit activities effectively. This position provides an excellent opportunity to develop technical expertise in tax auditing while collaborating across various levels of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Uphold company policies and procedures by adhering to the established internal controls within the Tax Department.</p><p>• Foster clear and effective communication with employees, external providers, and government representatives at all levels.</p><p>• Prepare and distribute audit-related reports and data in a timely manner to support efficient processing.</p><p>• Maintain and update the audit log to track progress and ensure accurate documentation of ongoing and completed audits.</p><p>• Cross-train for other Tax Analyst roles to serve as a backup resource when needed.</p><p>• Conduct research on tax-related inquiries to enhance technical knowledge and remain informed of industry best practices.</p><p>• Follow company document management and retention policies to ensure compliance.</p><p>• Participate in development activities, such as workshops, reviewing publications, and networking within relevant organizations.</p><p>• Work extended hours as required to meet deadlines during peak periods.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced Investment Analyst specializing in compliance to join our team in Fort Worth, Texas. </p><p><br></p><p>exciting <strong><u>Opportunity: Investment Analyst -</u></strong> Compliance at our leading investment firm in Fort Worth, Texas! Leverage your investment firm experience in this dynamic hybrid role, enjoying a flexible schedule and fantastic perks like free gourmet lunches daily. Monitor portfolio guidelines, ensure trade compliance, and collaborate with portfolio management, trading, and risk teams to maintain our state-of-the-art compliance system. Benefit from comprehensive health plans, generous PTO, and a supportive culture that fosters growth. Join a team where your expertise drives impact in a fast-paced, rewarding environment. Apply now for this direct-hire role and elevate your career with unparalleled benefits! Don’t miss the chance to thrive in a role that values your skills and offers a vibrant workplace. Act fast to secure your spot in our innovative firm!</p><p><br></p><p>Joe.Faradie at roberthalf com for confidential consideration</p><p><br></p><p>connect with me on linkedin</p>
Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts. Oversee cash flow documentation, resolving investor queries swiftly. Partner with third-party admins for subscriptions, redemptions, AML/KYC. Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers. Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support. Stellar communication and organization. CRM/Microsoft Office savvy. Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! <br> The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!
We are looking for an experienced IT Risk and Compliance Analyst to join our team on a contract basis. This role requires a strategic thinker who can assess, develop, and implement security and risk management frameworks while ensuring compliance with organizational policies. The position is fully remote, offering flexibility in working hours, and requires a commitment of 35 hours per week.<br><br>Responsibilities:<br>• Evaluate existing security measures and business continuity/disaster recovery plans, identifying gaps and recommending enhancements.<br>• Conduct compliance reviews to ensure adherence to IT policies and procedures, tracking remediation efforts and preparing audit responses.<br>• Develop and implement risk management strategies that safeguard the integrity, confidentiality, and availability of organizational data and systems.<br>• Collaborate with business units to identify necessary security controls and address deficiencies, documenting progress and ensuring alignment with project goals.<br>• Assess vendor contracts to confirm compliance with security, business continuity, and disaster recovery standards, and suggest necessary updates.<br>• Prepare detailed reports on security risks and compliance issues, providing actionable recommendations to mitigate potential threats.<br>• Monitor and document the implementation of security controls within technology and business projects.<br>• Support audits by preparing necessary documentation and facilitating responses to auditor inquiries.<br>• Maintain up-to-date knowledge of risk management frameworks and industry best practices to enhance organizational policies.<br>• Communicate effectively with stakeholders to ensure understanding and adoption of security measures.
We are looking for an experienced Senior Financial Analyst to join our team in Irving, Texas. In this role, you will leverage your financial expertise to drive strategic decision-making through detailed analysis, reporting, and forecasting. The ideal candidate will have a passion for transforming data into actionable insights, enhancing business performance, and supporting operational excellence.<br><br>Responsibilities:<br>• Lead the preparation of annual budgets and quarterly forecasts, collaborating with business leaders to create detailed financial projections.<br>• Analyze financial performance through weekly reports, evaluating sales, margins, pricing, inventory, and logistics costs.<br>• Perform variance analyses to identify trends and key business drivers, providing insights into actual versus planned performance.<br>• Develop and maintain dynamic Power BI dashboards to visualize performance metrics across departments.<br>• Automate reporting processes by integrating data from accounting and warehouse management systems to ensure accuracy and efficiency.<br>• Train non-financial team members on how to interpret financial dashboards and reports effectively.<br>• Collaborate with sales, procurement, and operations teams to translate data into actionable business strategies.<br>• Monitor product and customer profitability, pricing trends, and inventory turnover to optimize operational performance.<br>• Support leadership in scenario modeling, investment analysis, and evaluating cost-benefit opportunities.<br>• Identify areas for process improvement and implement solutions to enhance reporting and analysis workflows.
We are looking for a highly skilled Senior Financial Analyst to join our team in Coppell, Texas. This role involves providing critical financial insights and analysis to support decision-making across the organization. The ideal candidate will have a strong background in financial modeling, reporting, and analysis, with the ability to collaborate effectively with various departments.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, dashboards, and performance analyses to inform internal stakeholders.<br>• Facilitate the annual budget and monthly forecasting processes by gathering data, updating templates, and verifying inputs.<br>• Conduct variance and trend analysis on revenue and expenses, highlighting significant deviations from budget or prior periods.<br>• Develop and maintain accurate store-level financial models, incorporating key metrics such as sales, labor, and expenses.<br>• Collaborate with departments to gather necessary data and ensure consistency in reporting requirements and assumptions.<br>• Execute ad hoc financial analyses and special projects by organizing and presenting data in a clear and structured manner.<br>• Identify opportunities for process improvement within the Finance function and assist in documenting workflows.<br>• Provide actionable insights to enhance financial performance and operational efficiency.
<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
<p>We are looking for an experienced Accounts Payable Analyst to join our team in Fort Worth, Texas. In this role, you will handle critical financial tasks and ensure the efficient processing of invoices and payments. The ideal candidate will bring strong organizational skills and a commitment to accuracy, contributing to the seamless operation of our financial processes.</p><p><br></p><p>Exciting Opportunity: Accounts Payable Analyst – Fort Worth, TX!</p><p>Location: Fort Worth, TX 76102</p><p><strong>Schedule: Hybrid – Work from Home Mondays & Fridays!</strong></p><p>Type: Full-Time with Growth Potential</p><p>Join our dynamic finance team and take your career to the next level! We're searching for a sharp, detail-oriented Accounts Payable Analyst ready to make an impact in a fast-paced, rewarding environment.</p><p>What You'll Do:</p><ul><li>Process vendor invoices with precision – ensuring spot-on coding and allocations</li><li>Reconcile payable reports weekly and vendor statements, quickly resolving discrepancies</li><li>Partner with teams and vendors to keep everything running smoothly</li><li>Support month-end close and special projects that showcase your skills</li></ul><p>We're Looking For:</p><ul><li>Bachelor's degree (Accounting/Finance preferred)</li><li>Strong Excel skills (pivot tables, VLOOKUPs – you know your way around data!)</li><li>AP experience is a plus, but enthusiasm and accuracy are key</li></ul><p>Why You'll Love It Here:</p><ul><li>True work-life balance with hybrid flexibility</li><li>3 weeks vacation + bonus eligibility</li><li>Top-tier benefits & real room for growth</li><li>Be part of a supportive team that values your contributions</li></ul><p>Ready to accelerate your career? Apply today – this role won't last long!</p><p><br></p><p>Joe.Faradie at roberthalf com - this is the best way to apply. connect with me on linkedin! </p>
<p>We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
<p>The Tax Analyst plays a key role in supporting the organization’s tax function by assisting with income tax reporting and compliance across multiple jurisdictions. This position contributes to the preparation of tax provisions, supports continuous improvement of tax processes, and helps ensure the accuracy and reliability of tax-related information. </p><p><br></p><p><strong>Role Overview</strong></p><p>The Tax Analyst supports the organization’s tax function by assisting with income tax reporting, compliance obligations, and analytical projects across multiple jurisdictions. This role partners closely with accounting and finance teams to ensure accurate filings, strengthen internal tax processes, and contribute to informed tax-related decision-making.</p><p>Core Responsibilities</p><p><br></p><p><strong>Tax Compliance & Reporting</strong></p><ul><li>Assist with the preparation and review of corporate and partnership income tax filings at the federal, state, and local levels.</li><li>Support quarterly and annual income tax provision calculations, including documentation and reconciliation of supporting schedules.</li><li>Help coordinate the completion and submission of indirect tax filings such as sales and use, property, and business license taxes.</li><li>Monitor tax calendars and regulatory deadlines to ensure timely and accurate submissions.</li></ul><p><strong>Analysis & Technical Support</strong></p><ul><li>Research tax law developments and evaluate their potential impact on the company.</li><li>Identify opportunities to improve tax efficiency and support planning initiatives under the guidance of senior tax professionals.</li><li>Analyze variances and discrepancies, recommending corrective actions to improve accuracy and consistency.</li><li>Prepare documentation and responses for internal reviews and external audits.</li></ul><p><strong>Collaboration & Process Improvement</strong></p><ul><li>Work cross-functionally with accounting, finance, and operational teams to obtain necessary data and clarify tax-related requirements.</li><li>Communicate tax concepts and results clearly to internal stakeholders, including leadership and regional teams.</li><li>Contribute to the enhancement of tax processes, tools, and documentation to improve efficiency and scalability.</li><li>Balance competing priorities and maintain high-quality work in a deadline-driven environment.</li></ul><p><br></p>
Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation Team). This position will have excellent exposure to Wall Street brokers / banks and will get a basic understanding of the hedge fund industry. Pay range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or parts passed a plus but not required) from a top school. Must have a GPA of 3.4 or higher. <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). <br> The firm has immediate openings for 2 highly experience in and motivated individuals to join the team as a Hedge Portfolio Analyst Team (middle office – valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and all internal operations. This is a dynamic opportunity to contribute directly in the growth of a complex and fast moving company as it prepares for its initial public offering. <br> Responsibilities <br> Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting <br> Qualifications <br> 1-3 years + experience in the public accounting field BBA/PPA/MPA in Accounting from a top tier, nationally ranked business school CPA required or certification pending Working knowledge of general Finance and Accounting functions Advanced Microsoft Office skills Detail and task-oriented with a strong work ethic Excellent communication and organizational skills Experience in Financial Analysis and Project Management Oracle general ledger system experience is a plus Ability to work 45-50 hours per week <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris).
We are looking for an experienced Manager of Data Analytics and Costing to join our team in Fort Worth, Texas. This role is essential in driving financial planning, analysis, and costing accuracy within the organization. The ideal candidate will have a strong background in manufacturing cost structures, financial modeling, and team leadership, with a focus on delivering actionable insights and fostering process improvements.<br><br>Responsibilities:<br>• Lead financial planning processes, including budgeting, monthly forecasting, and long-range planning, ensuring alignment with organizational goals.<br>• Conduct detailed variance analyses to compare actual financial results with budgets and forecasts, providing actionable insights and recommendations.<br>• Develop and maintain predictive financial models to support strategic decision-making and scenario planning.<br>• Oversee product and job costing validation processes to ensure accuracy and alignment with operational realities.<br>• Collaborate with operations, production, and supply chain teams to analyze manufacturing variances and identify opportunities for cost savings.<br>• Create and deliver comprehensive management reports and dashboards using advanced tools such as Excel and Power BI.<br>• Implement predictive analytics techniques to anticipate cost trends and mitigate financial risks.<br>• Present financial data and complex analyses in a clear, concise manner for diverse stakeholders, including senior management.<br>• Lead and mentor a team of financial analysts and cost accountants, fostering growth and accountability.<br>• Champion best practices in data analytics and costing, driving continuous improvement across the organization.
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
