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12 results for Aiml Analyst in Dallas, TX

Investment Operations Analyst

Fort Worth, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications, coordinating fund activity, and maintaining high-quality reporting for institutional clients. The position offers meaningful exposure across internal teams and is well suited for a highly organized individual who enjoys analyzing data and improving reporting processes. Join a leading Fort Worth investment firm managing billions in credit and alternative assets. We're seeking a sharp, detail-driven Analyst to own investor reporting, capital calls, and distribution processes for institutional clients. You'll work cross-functionally with Trading, Legal, and Client Coverage teams, build reporting using Excel's most powerful tools (Power Query, VBA), and directly shape how top-tier investors experience our firm. Ideal for a self-starter who thrives on solving data puzzles and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2-5 years finance/accounting experience required. Joe.Faradie at roberthalf com this is the best way to apply
2026-07-17T00:00:00Z

Credit Analyst

McKinney, TX
onsite
Permanent / Full Time
70000 - 75000 USD / Yearly
We are looking for a Credit Analyst to support credit evaluation and accounts receivable activities for a manufacturing operation in McKinney, Texas. This position focuses on reviewing customer financial information, monitoring account performance, and helping reduce payment risk while maintaining strong business relationships. The ideal candidate brings sound judgment, strong attention to detail, and the ability to manage collection priorities in a fast-paced environment. Responsibilities: • Review customer credit applications, financial records, and payment history to determine appropriate credit decisions and exposure levels. • Monitor receivables aging and account activity, identify developing risk patterns, and recommend practical actions to improve collections performance. • Communicate with customers regarding past-due balances, resolve payment issues professionally, and support positive long-term account relationships. • Prepare and maintain accurate documentation related to credit evaluations, collection activity, account status, and reporting requirements. • Partner with internal teams such as sales, customer service, and finance to address account concerns and support timely resolution of billing or payment matters. • Analyze trends in delinquency, dispute activity, and customer payment behavior to provide informed recommendations to leadership. • Use SAP and other accounting or office systems to track account information, update records, and generate reports as needed.
2026-07-22T00:00:00Z

Financial Analyst - Financial Services

Dallas, TX
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making. Responsibilities: • Prepare and review capital call and distribution calculations to support accurate and timely fund activity. • Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership. • Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors. • Compile data and perform calculations that support investor presentations and other fund-related meetings. • Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation. • Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests. • Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions. • Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
2026-07-24T00:00:00Z

Sr. Analyst

Dallas, TX
onsite
Permanent / Full Time
95000 - 110000 USD / Yearly
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
2026-07-08T00:00:00Z

FP&A Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented FP&A Analyst to join our team in Plano, Texas. This role involves leveraging your expertise in financial planning and analysis to provide valuable insights and support strategic decision-making. Ideal candidates will have strong technical skills and a keen eye for identifying trends and opportunities within financial data. Responsibilities: • Develop and maintain financial models to support cash flow forecasting and strategic planning. • Utilize Power BI and Excel to analyze complex financial data and create actionable reports. • Collaborate with cross-functional teams to gather data and improve financial processes. • Conduct thorough analysis of financial statements to identify trends and variances. • Support budgeting and forecasting activities to align with organizational goals. • Provide insights and recommendations to improve financial performance and efficiency. • Contribute to business analysis efforts by evaluating systems and data flow. • Assist in preparing presentations for stakeholders based on financial findings. • Monitor compliance with financial regulations, including the Bank Secrecy Act. • Ensure accurate and timely reporting of financial metrics.
2026-07-10T00:00:00Z

Financial Analyst/Manager

Carrollton, TX
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality. Responsibilities:• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.
2026-07-17T00:00:00Z

Business Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Business Analyst to support a growing manufacturing organization in Dallas, Texas by strengthening the technology environment that underpins operations, finance, and leadership reporting. This position serves as a senior individual contributor who helps shape scalable systems, improve data reliability, and connect business needs with practical technology solutions across domestic and international teams. The role is well suited for someone who can combine analytical depth, enterprise systems knowledge, and strong cross-functional collaboration in a fast-moving environment. Responsibilities: • Direct the day-to-day coordination of external IT service providers to maintain dependable support across critical business systems. • Define and reinforce standards for application setup, user permissions, system documentation, and data stewardship to promote consistency and control. • Improve platform performance and uptime across essential operational and financial tools while supporting secure access and reliable usage. • Lead initiatives that connect legacy or disconnected applications into more unified enterprise solutions that better support business growth. • Oversee integrations, master data structures, and data quality practices to strengthen reporting accuracy and operational visibility. • Create repeatable dashboards, templates, and analytical models that help leaders monitor performance and make timely decisions. • Partner with internal teams and third-party vendors on enterprise application enhancements, issue resolution, governance activities, and ongoing updates. • Support IT risk management by implementing practical controls for security, access administration, audit readiness, and system integrity. • Translate technical matters into clear business terms and deliver recurring operational insights to executives and functional stakeholders. • Build productive relationships across regions and functions to guide adoption of systems and reporting practices without direct authority.
2026-07-14T00:00:00Z

Business Analyst - Digital

Dallas, TX
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
We are looking for a Business Analyst - Digital to help shape and improve web-based products and digital experiences in Dallas, Texas. In this role, you will partner with business leaders and technical teams to define needs, clarify priorities, and support the delivery of effective solutions. The ideal candidate brings strong analytical thinking, clear documentation skills, and experience working in digital, web, or platform-focused environments. Responsibilities: • Lead discovery efforts with stakeholders to capture business objectives, functional needs, and user expectations for digital initiatives. • Create organized business requirements, process flows, and supporting documentation that guide development and delivery teams. • Collaborate closely with engineers and product partners to convert business goals into practical system and platform solutions. • Analyze current workflows to identify inefficiencies and recommend improvements that enhance performance and user experience. • Support backlog refinement, requirement clarification, and solution validation within Agile Scrum delivery cycles. • Conduct gap analysis to compare existing capabilities with future-state needs and help define actionable next steps. • Review project deliverables and business outcomes to confirm solutions align with documented requirements and stakeholder expectations.
2026-07-16T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sr. Financial Analyst to support financial planning and performance analysis for a growing healthcare organization in Dallas, Texas. This role partners closely with leadership to deliver meaningful reporting, identify trends, and translate data into clear business insights. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and a continuous improvement mindset to enhance reporting and decision-making. Responsibilities:• Prepare accurate financial and operational analyses that help leadership evaluate performance and make informed decisions.• Support the Senior Director of FP&A by delivering recurring daily, weekly, and monthly reports on schedule.• Participate in budgeting and forecasting activities, including departmental expense reviews and cost trend analysis.• Examine financial and operational results to identify drivers, explain variances, and connect findings to overall business outcomes.• Improve reporting workflows by designing more efficient tools, processes, and technology-based solutions.• Build and refine Excel-based models, visual summaries, and reporting templates to strengthen analysis and communication.• Conduct data-driven research and provide ad hoc analysis for initiatives across multiple business areas.• Take on additional analytical assignments as business needs evolve.
2026-07-17T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to support financial planning and performance analysis for a leading mortgage lending organization in Dallas, Texas. This role partners with business leaders to evaluate results, highlight meaningful trends, and deliver insights that support sound decision-making. The ideal candidate brings strong analytical ability, a solid understanding of financial modeling and variance analysis, and the confidence to handle complex assignments with minimal oversight. Responsibilities:• Evaluate financial performance by reviewing actual results against budgets, forecasts, and operating expectations.• Investigate variances, identify emerging trends, and present practical recommendations that help improve business outcomes.• Prepare and reconcile financial data by validating transactions, correcting discrepancies, and maintaining accurate records.• Support the integrity of reporting systems by entering, reviewing, and safeguarding financial information and database content.• Complete complex short- and long-range analytical assignments while exercising sound judgment on non-routine issues.• Act as a knowledgeable resource for financial analysis matters, offering guidance to less experienced team members when escalations arise.• Collaborate with colleagues and business stakeholders to communicate financial findings and explain technical information clearly.• Contribute to team development by assisting with onboarding, training, or day-to-day oversight of entry-level staff when needed.
2026-07-20T00:00:00Z

Sr. Financial Analyst

Irving, TX
onsite
Permanent / Full Time
90000 - 125000 USD / Yearly
We are looking for a Sr. Financial Analyst to provide financial insight and planning support for our operations in Irving, Texas. This role partners closely with operational and finance leaders to deliver accurate reporting, evaluate performance trends, and support sound business decisions. The ideal candidate brings strong analytical capability, experience in budgeting and forecasting, and the ability to translate financial results into actionable recommendations. Responsibilities: • Partner with operations and finance leadership to deliver analysis that supports performance management, planning, and day-to-day business decisions. • Lead the development of budgets, forecasts, and financial scenarios, ensuring assumptions reflect operational goals and business priorities. • Prepare monthly financial reporting packages with variance analysis, trend evaluations, and commentary on key performance drivers. • Identify financial risks and opportunities, communicate their potential impact, and recommend practical actions to improve results. • Provide decision support for cost management, capital spending, pricing strategies, and contract-related financial evaluations. • Contribute accurate data and business context to monthly, quarterly, and annual reporting cycles in alignment with broader corporate standards. • Help strengthen financial models and reporting frameworks to improve transparency, consistency, and usefulness across the organization. • Drive process enhancements by improving reporting routines, supporting automation efforts, and promoting stronger data quality in planning and analysis activities.
2026-07-02T00:00:00Z

Financial Planning & Analysis Manager

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to lead enterprise-wide planning, reporting, and performance analysis for a growing organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and communicated to senior leadership through clear reporting and meaningful insights. The ideal candidate brings strong analytical judgment, a hands-on approach to forecasting and modeling, and the ability to partner effectively across finance and business teams. Responsibilities: • Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting. • Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights. • Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability. • Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results. • Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions. • Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates. • Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures. • Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization. • Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance.
2026-07-17T00:00:00Z