<p>We are looking for an experienced Senior Technical Business Analyst (AI) to join our team in Plano, Texas. This role is ideal for someone with a strong background in product strategy, digital transformation, and FinTech who thrives on driving innovation and optimizing processes. You will play a key role in shaping business solutions, leveraging AI/ML technologies, and delivering measurable value through data-driven insights.</p><p><br></p><p>Responsibilities:</p><p>• Lead business analysis efforts for strategic digital transformation projects, ensuring alignment with organizational goals.</p><p>• Collaborate with cross-functional teams to define, refine, and implement product strategies.</p><p>• Create detailed business requirements, use cases, and functional specifications for AI/ML initiatives.</p><p>• Analyze complex workflows and processes to identify areas for improvement using data-driven approaches.</p><p>• Translate business needs into actionable technology solutions and recommendations.</p><p>• Act as a liaison between business stakeholders and technical teams to ensure successful project delivery.</p><p>• Monitor emerging industry trends in FinTech and technology to inform strategic decision-making.</p><p>• Support change management processes and ensure smooth adoption of new systems and tools.</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>
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
The ideal candidate will be experienced in the financial services industry with a strong business analysis toolkit. This person should have a proven ability to engage with all levels of the organization, including C-suite executives of large corporations along with staff support at all levels. This person will have successfully led full lifecycle projects across multiple disciplines. The position may include other duties as directed by the leadership team. <br><br><br>This is an on-site position based at our Plano, TX headquarters location. No relocation assistance provided.<br><br><br>Essential Duties & Responsibilities (included but are not limited to):<br>• Manage daily activities related to project scope, budget and schedule to advance the work of multiple projects and process improvement initiatives<br>• Quickly identify the business needs and translate into business requirements, exhibiting comprehensive knowledge of the Bank's business and system flows within the organization<br>• Oversee the implementation of projects by developing or coordinating project plans, facilitating meetings, gaining consensus and creating appropriate communications of status to senior management<br>• Develop, analyze and manage project schedules and appropriate project management documentation<br>• Actively seek to understand the Bank's organization, business areas, systems and applications in order to contribute to the overall successful execution of its initiatives<br>• Negotiate project plans, timeframes and trade-offs with Business Partners understanding the impacts to the project and enterprise<br>• Coordinate with third party vendors to provide services, deploy new technologies and assist with projects requiring their expertise<br>• Write detailed business description of user needs, program functions and steps required to develop or modify processes<br>• Make recommendations to management to help identify methods, procedures and technologies that enhance project processes and improve deliverables<br>• Accurately depict and report on project status to management through use of Smartsheet and other tools<br>• Help identify risks and issues and their impact on project success in order to facilitate mitigation plans or escalating alternative solutions as needed<br>• Other projects as assigned by manager<br><br><br>Qualifications (Education, Computer Skills, Certifications, Etc.):<br>• Bachelor's degree in business or equivalent required<br>• Five (5) years plus Business and Technical Project Management experience in a financial services organization<br>• Knowledge or retail banking operations and loan servicing strongly desired<br>• Must be proficient in the use of tools: Microsoft Excel, PowerPoint, Word, Sharepoint and Visio<br>• Preferred experience using Smartsheets for project Management or Microsoft Project<br>• Excellent verbal and written communication skills and organizational skills<br>• Very strong consultative skills and the ability to define requirements based on minimal input from stakeholders<br>• Demonstrated experience with relationship building, collaboration and team facilitation<br>• Must be able to work in a fast-paced environment that is continuously changing<br>• Robust decision-making skills and ability to navigate complex challenges<br>• PMP certification preferred by not required
We are looking for a skilled EMR Analyst to join our healthcare technology team in Dallas, Texas. In this role, you will focus on supporting and enhancing Epic Resolute applications to optimize revenue cycle operations. You will work closely with stakeholders and IT teams to implement solutions that improve efficiency and contribute to quality patient care.<br><br>Responsibilities:<br>• Provide consistent status updates and actively participate in meetings and relevant committees.<br>• Investigate and resolve customer-reported issues across Level 1–3, ensuring timely feedback and solutions.<br>• Conduct thorough application and integrated testing for assigned modules, including validation with end users.<br>• Facilitate seamless integration with third-party applications when necessary.<br>• Develop and maintain detailed documentation for all processes and workflows.<br>• Lead operational discovery sessions to identify organizational needs and propose effective solutions.<br>• Collaborate with cross-functional teams to implement technical and operational enhancements.
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.
<p>Management Resources is seeking an interim Commissions Controls Analyst for a 3 month contract, with potential to extend. This is onsite in Dallas. The Commissions Controls Analyst will work on the implementation of the subledger process across business units. They will work with corporate finance/ accounting to manage the subledger reporting and reconciliation. Validating entries and payments are properly recorded. The accountant will also perform key reconciliations and perform troubleshooting.</p><p><br></p><p>Primary Responsibilities:</p><p>· Lead business unit onboarding to the payables controls team</p><p>· Develop business processes to validate the vendor information is correct, escalate vendor issues to the requesting team</p><p>· Train commission payables team to validate the payment amounts are correct to support information provided by the business team</p><p>· Work with analysts to resolve any incomplete payment files</p><p>· Follow up with business team on uncleared payments</p><p>· Create and distribute aging reporting for businesses with incomplete transactions</p><p>· Reconcile commission expense g/l account to the business team requests/ bill payments</p><p>· Track and reconcile abandoned and unclaimed property accounts</p><p>· Reconcile 1099 reportable amounts for commissions paid through payables control and BU team</p><p>· Other duties as assigned by leader</p><p><br></p>
We are looking for an organized and detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will collaborate closely with the Accounts Payable department to ensure timely and accurate financial transactions. The ideal candidate is motivated, detail-oriented, possesses strong analytical skills, and is committed to maintaining financial accuracy.<br><br>Responsibilities:<br>• Prepare and process cash transfer requests between various banks and accounts, ensuring accuracy and compliance.<br>• Initiate and oversee wire transfers, account transfers, and other cash movement tasks using online banking platforms.<br>• Monitor fund investments and reconcile bank account balances to maintain accurate financial records.<br>• Generate and upload positive pay data files to banks and resolve any exceptions promptly.<br>• Analyze daily and historical cash positions to verify financial activities against accounting records.<br>• Import accounts payable data into check printing software and oversee daily check processing.<br>• Support treasury operations by opening and closing bank accounts, completing necessary forms, obtaining signatures, and coordinating with bank representatives.<br>• Update and maintain treasury reports, including daily cash activity documentation.<br>• Process monthly checks for distribution to royalty owners, ensuring timely and accurate delivery.<br>• Conduct special projects aimed at evaluating and enhancing treasury processes.
We are looking for a detail-oriented HRIS Administrator to oversee and enhance HR systems for a leading manufacturing company in Irving, Texas. This Contract-to-Permanent position is ideal for candidates with strong technical expertise and a passion for HR technology. You will play a pivotal role in maintaining system functionality, ensuring data accuracy, and supporting key HR initiatives.<br><br>Responsibilities:<br>• Manage the HRIS system, including SimplyMerit, ensuring optimal functionality and configuration.<br>• Develop, maintain, and troubleshoot HR reports to ensure reliable and accurate data delivery.<br>• Serve as the primary point of contact for system training and navigation within the HR team.<br>• Investigate and resolve reporting discrepancies, particularly for executive-level data needs.<br>• Collaborate with internal stakeholders to refine workflows and improve data utilization.<br>• Support integration efforts with platforms such as Greenhouse or Workday.<br>• Ensure data integrity by identifying and correcting errors within the HRIS system.<br>• Work closely with HR leadership to align system capabilities with organizational goals.
<p>Robert Half Contract Finance and Accounting is looking for a Senior Accountant for a temporary opportunity with a well-known North Dallas company. As a Senior Accountant, you will be responsible for financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting. This position offers you great long-term potential and a strong compensation and benefits package. We are looking for someone who has excellent analytical skills and enjoys working in a challenging and fast–paced environment to support the firm's continued success. </p><p>Role & Responsibilities</p><ul><li>Execute monthly accounting close procedures and deliverables primarily in the compensation area (journal entries, reconciliations, reports)</li><li>Prepare monthly consolidated P& L and Balance Sheet flux analysis for management reporting</li><li>Work with business partners to ensure compliance with corporate accounting policies, procedures and controls and provide support on special requests.</li><li>Provide analysis on financial results (trends, performance metrics, benchmarks)</li><li>Assist in coordinating quarterly reviews and SOX testing with internal and external auditors</li><li>Prepare Balance Sheet account reconciliations</li><li>Dedication to continuously improve the automation of the accounting and reporting process</li><li>Participate in various department-wide initiatives</li><li>Ad-hoc projects as necessary</li></ul>
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.
We are looking for a skilled Data Analytics Specialist to join our team in Richardson, Texas on a long-term contract basis. In this role, you will play a key part in supporting the Enterprise Data Governance team by analyzing, documenting, and enhancing datasets to improve data quality and establish governance standards. You will collaborate with team members and stakeholders to develop tools and processes that ensure data accuracy and usability across the organization.<br><br>Responsibilities:<br>• Conduct detailed data profiling and analysis from multiple sources, providing actionable insights to guide business decisions.<br>• Collaborate with business users to identify critical data elements, establish data quality rules, and define thresholds and requirements.<br>• Create and manage dashboards and visualizations to monitor and improve data quality metrics.<br>• Prepare presentations, documentation, and feedback loops to support data governance initiatives and maintain accurate records.<br>• Assist in delivering project milestones for data governance tools and solutions.<br>• Partner with technology teams and governance groups to implement and expand data governance practices.<br>• Develop workflows and tools to align data quality initiatives with broader data analytics goals.<br>• Support the creation of blueprints and models for data quality improvement strategies.<br>• Ensure compliance with regulatory standards and best practices in data management.<br>• Facilitate cross-functional collaboration to optimize the use of data assets across the organization.
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).
<p>We are looking for a highly analytical and results-driven Senior Financial Analyst to join our client's dynamic team in Dallas, Texas. In this role, you will leverage your expertise in financial modeling, forecasting, and data analysis to help drive key strategic decisions for a growing portfolio of restaurant brands. This opportunity is ideal for someone who thrives in a fast-paced environment and is passionate about blending financial strategy with operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with operations, marketing, and leadership teams to develop and maintain financial models supporting strategic initiatives.</p><p>• Analyze financial performance across multiple restaurant brands and states, identifying opportunities for cost savings, revenue growth, and improved profitability.</p><p>• Create comprehensive profit and loss forecasts, scenario planning tools, and financial models for new store openings and promotional activities.</p><p>• Consolidate financial data and key performance indicators across various concepts, partnering with accounting teams to ensure accuracy.</p><p>• Lead monthly business reviews, presenting actionable insights and recommendations to cross-functional teams.</p><p>• Support the annual budgeting process and long-term planning by building detailed three-statement financial models.</p><p>• Assist with capital planning, debt financing, and other financial activities to support business expansion.</p><p>• Develop automated dashboards and tools to enhance decision-making and improve data visibility.</p><p>• Prepare quarterly financial presentations for the board of directors, ensuring clarity and strategic alignment.</p><p>• Participate in period-end close processes and provide support for financial reviews and audits.</p>
<p>Role & Responsibilities</p><p>· Execute monthly accounting close procedures and deliverables primarily in the compensation area (journal entries, reconciliations, reports)</p><p>· Prepare monthly consolidated P& L and Balance Sheet flux analysis for management reporting</p><p>· Work with business partners to ensure compliance with corporate accounting policies, procedures and controls and provide support on special requests.</p><p>· Provide analysis on financial results (trends, performance metrics, benchmarks)</p><p>· Assist in coordinating quarterly reviews and SOX testing with internal and external auditors</p><p>· Prepare Balance Sheet account reconciliations</p><p>· Dedication to continuously improve the automation of the accounting and reporting process</p><p>· Participate in various department-wide initiatives</p><p>· Ad-hoc projects as necessary</p>
We are looking for an experienced Senior Accountant to join our team in McKinney, Texas. In this role, you will play a key part in managing financial processes, ensuring accuracy, and maintaining compliance with accounting standards. The ideal candidate is detail-oriented, analytical, and dedicated to delivering high-quality financial reporting.<br><br>Responsibilities:<br>• Oversee month-end close procedures, ensuring all tasks are completed accurately and on time.<br>• Maintain and reconcile the general ledger, including preparing and reviewing journal entries.<br>• Perform account reconciliations to ensure financial data integrity.<br>• Conduct bank reconciliations and resolve discrepancies promptly.<br>• Assist with internal audits and provide support for external audit processes.<br>• Prepare detailed financial reports and analysis to support business decisions.<br>• Ensure compliance with accounting standards and company policies.<br>• Collaborate with other departments to address financial inquiries and improve processes.<br>• Utilize Dynamics to streamline accounting operations, if applicable.
<p><strong>Job Title:</strong> SAP Data Lineage and Cataloging Specialist</p><p><strong>Location:</strong> U.S. Based (Remote)</p><p><strong>Work Authorization:</strong> Must be authorized to work in the U.S. </p><p><br></p><p><strong>Position Summary:</strong></p><p>Are you passionate about uncovering the story behind data and ensuring its seamless flow across systems? We're seeking a skilled <strong>SAP Data Lineage and Cataloging Specialist</strong> to lead technical data lineage and cataloging efforts within SAP systems. This role is critical in documenting data transformations, building a comprehensive data catalog, and driving transparency across the enterprise data landscape.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><p><strong>Data Cataloging:</strong></p><ul><li>Build and maintain a detailed data catalog for SAP systems.</li><li>Document data definitions, field mappings, business rules, and relationships between data assets.</li></ul><p><strong>Technical Data Lineage:</strong></p><ul><li>Define and document end-to-end technical lineage of SAP data across modules and integrated systems.</li></ul><p><strong>Metadata Management:</strong></p><ul><li>Collaborate with business and technical teams to collect, standardize, and manage metadata.</li></ul><p><strong>Data Governance:</strong></p><ul><li>Establish and enforce standards for data cataloging, lineage documentation, and metadata management.</li></ul><p><strong>Data Flow Analysis:</strong></p><ul><li>Analyze data flows and dependencies to identify inefficiencies, redundancies, or gaps.</li><li>Recommend optimization strategies.</li></ul><p><strong>Collaboration with SAP Functional Teams:</strong></p><ul><li>Partner with SAP MM, SD, FICO, and other teams to understand data structures and business rules.</li></ul><p><strong>Process Improvement:</strong></p><ul><li>Continuously improve cataloging and lineage documentation processes for greater clarity and efficiency.</li></ul><p><strong>Stakeholder Support:</strong></p><ul><li>Provide technical support and insights to stakeholders for better decision-making.</li></ul><p><strong>Documentation & Knowledge Sharing:</strong></p><ul><li>Develop clear documentation and training materials to support data governance practices.</li></ul><p><br></p><p><strong>What You Will Learn:</strong></p><ul><li>Advanced techniques in data cataloging and lineage documentation.</li><li>Data governance frameworks and best practices.</li><li>Cross-functional collaboration with business and technical teams.</li><li>Problem-solving in complex data ecosystems.</li><li>Hands-on experience with metadata management tools.</li><li>How data lineage supports strategic business decisions.</li></ul><p><br></p><p><br></p>
We are looking for an experienced ERP/CRM Configuration SME to join our team in Plano, Texas. This Contract-to-Permanent position offers the opportunity to take ownership of critical business processes while collaborating with cross-functional teams to deliver impactful solutions. The ideal candidate will have deep expertise in SAP CRM and SAP functionalities, along with a strong ability to translate complex business needs into effective system configurations.<br><br>Responsibilities:<br>• Configure, maintain, and provide ongoing support for the SAP CRM solution to ensure optimal performance.<br>• Serve as the primary subject matter expert for ordering and pricing orchestration processes, ensuring accurate alignment with business requirements.<br>• Partner closely with Rating, Pricing, and Finance teams to understand their needs and deliver tailored SAP solutions.<br>• Act as the Functional Lead for all SAP CRM-related business processes, including upgrades, defect resolution, change request management, implementations, and country-specific rollouts.<br>• Collaborate with integration teams to address all matters related to system interfacing and data flow.<br>• Develop and document functional specifications, process flows, and training materials to support system usage and enhancements.<br>• Analyze current business processes to identify areas for improvement and recommend solutions.<br>• Ensure seamless integration of SAP CRM with other SAP modules and external systems.<br>• Provide guidance and troubleshooting support to resolve technical issues efficiently.
<p>Robert Half Finance and Accounting and Kevin Sweet are proud to partner with a well-established manufacturing company that has been in business for over 40 years and is currently undergoing exciting growth. To support this expansion, the company is hiring a newly created <strong>Assistant Controller</strong> to strengthen its accounting team and play a key role in financial operations, reporting, and system transformation.</p><p><br></p><p>The <strong>Assistant Controller</strong> will oversee day-to-day accounting operations, including general ledger activities, financial reporting, cost accounting, and compliance. This role is also central to a major ERP system upgrade and will collaborate across departments to improve processes and drive financial insight. This is a career-defining opportunity for someone who thrives in a fast-paced, evolving environment and wants to make a significant impact.</p><p><br></p><p><strong>For additional information and confidential consideration, please contact Kevin Sweet directly at </strong></p><p><strong>682-499-1182 or via email at [email protected] </strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead daily accounting functions: journal entries (including payroll-related), reconciliations, accruals, and account analysis</li><li>Manage timely and accurate month-end and year-end close processes</li><li>Oversee accounts payable and receivable processes </li><li>Prepare and review financial statements, budget variance reports, and cash flow statements</li><li>Oversee cost accounting for manufacturing and supply chain processes</li><li>Monitor raw material costing, BOM validations, freight/logistics costs, and inventory analysis</li><li>Collaborate with operations to analyze trends, identify variances, and improve efficiency</li><li>Support the development of decision-support tools for cross-functional teams</li><li>Ensure compliance with internal policies, GAAP, and tax regulations</li><li>Support audit processes and proactively improve internal controls</li></ul><p><strong> </strong></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Established & Respected<strong>:</strong> 40+ years in business with strong leadership and market presence</li><li>Growth-Driven<strong>:</strong> Significant investment in people, systems, and operational expansion</li><li>High Impact<strong>:</strong> Play a visible role in financial strategy, reporting, and systems transformation</li><li>Career Path<strong>:</strong> Ideal for a Senior Accountant ready for the next step, or an Assistant Controller seeking broader ownership</li></ul>
We are looking for a dedicated Collections Specialist to join our team in Westlake, Texas. In this Contract-to-permanent role, you will play a key part in managing business-to-business accounts, ensuring timely payments, and resolving any billing discrepancies. This is an excellent opportunity to contribute to a dynamic organization while developing your skills in collections and account management.<br><br>Responsibilities:<br>• Analyze customer account statements to identify and address billing discrepancies.<br>• Develop strategies to resolve account issues and payment delays effectively.<br>• Communicate with customers to investigate non-payment reasons and facilitate resolutions.<br>• Handle billing concerns professionally while guiding customers toward adherence to payment terms.<br>• Manage a portfolio of 200–250 business-to-business accounts, ensuring consistent follow-ups.<br>• Monitor account progress and document actions taken to resolve payment issues.<br>• Work to bring delinquent accounts back into compliance with payment schedules.<br>• Organize and manipulate data in Microsoft Excel using formatting and basic formulas.<br>• Update and maintain accurate account information in the company’s NetSuite system.
<p>We are looking for an experienced Real Estate Senior Financial Analyst to join the asset management division of a real estate company based in Dallas, Texas. This role focuses on providing financial insights and operational support across acquisitions, leasing, dispositions, and other critical areas of real estate asset management. <strong>This is a 3 month contract with potential to extend.</strong></p><p><br></p><p>Responsibilities:</p><p>• Conduct reviews of financial models and assumptions during acquisitions, ensuring accuracy before due diligence deadlines.</p><p>• Lead analysis for property dispositions, provide strategic recommendations, and evaluate loan impacts in collaboration with capital markets.</p><p>• Monitor leasing activities, benchmark against budgets, review lease agreements, and update systems such as Yardi to reflect current data.</p><p>• Prepare operational reports, analyze financial variances, and manage elements like tenant improvements, leasing commissions, and capital expenditures.</p><p>• Oversee cash management processes, including capital contributions, distributions, and loan draw coordination with accounting teams.</p><p>• Track and ensure compliance with loan covenants, including monitoring cash traps and assessing implications for property sales.</p><p>• Reconcile quarterly financial models and business plans, participate in planning processes, and propose value-add strategies for assets.</p><p>• Develop and reforecast budgets in collaboration with stakeholders to align with organizational goals.</p><p>• Support tax appeals and retention rate reporting, ensuring data accuracy and validity in all submissions.</p>
We are looking for a skilled Credit Collections Representative to join our team in Lewisville, Texas. This role requires a detail-oriented individual with strong expertise in business-to-business collections and credit analysis, particularly within the manufacturing and construction industries. If you thrive in fast-paced environments and excel at maintaining customer relationships while resolving financial matters, this position is an excellent opportunity for you.<br><br>Responsibilities:<br>• Initiate and manage collection calls to ensure timely payments from customers.<br>• Build and maintain positive relationships with clients to facilitate smooth financial transactions.<br>• Perform accurate account reconciliations and resolve discrepancies promptly.<br>• Address and resolve deduction issues to maintain financial accuracy.<br>• Conduct reviews of credit limits and provide recommendations for adjustments based on analysis.<br>• Collaborate with internal teams to ensure effective handling of credit applications.<br>• Monitor and evaluate credit risks, particularly in commercial and B2B settings.<br>• Utilize industry knowledge in manufacturing and construction to address client-specific financial needs.
<p>We are looking for an experienced and driven <strong>Paid Media Manager</strong> to join our team in Frisco, Texas. In this role, you will take charge of designing, executing, and optimizing paid media campaigns across multiple digital platforms. This position is perfect for a self-motivated individual who thrives in dynamic environments and is eager to contribute to the success of a multi-location business.</p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and refine paid media strategies across platforms like Google Ads, Meta (Facebook/Instagram), LinkedIn, and others.</p><p>• Oversee all aspects of campaign management, including planning, setup, testing, optimization, and performance analysis.</p><p>• Monitor campaign budgets and pacing to ensure alignment with overall marketing goals.</p><p>• Analyze data using tools such as Google Analytics and platform-specific dashboards to identify opportunities for improvement.</p><p>• Collaborate with internal teams, including brand, content, and analytics, to ensure media strategies support broader business objectives.</p><p>• Prepare detailed performance reports and provide actionable recommendations to leadership.</p><p>• Stay informed about updates in advertising platforms, industry trends, and emerging technologies to maintain a competitive edge.</p><p>• Implement A/B testing and conversion rate optimization strategies to enhance campaign effectiveness.</p><p>• Manage local marketing initiatives tailored to multi-location business needs.</p>
We are looking for an experienced EDI Analyst to join our team on a contract basis in Roanoke, Texas. In this role, you will work on a short-term project, collaborating with stakeholders to address day-to-day errors related to inbound and outbound EDI transactions. This position requires strong expertise in EDI processes and systems, as well as familiarity with key tools and platforms.<br><br>Responsibilities:<br>• Manage and resolve errors in inbound and outbound EDI transactions, including purchase orders (850), invoices (810), and shipping notices (856).<br>• Ensure seamless integration and functionality of EDI processes within Great Plains and third-party commerce platforms.<br>• Utilize Data Masons tools to troubleshoot and optimize EDI workflows.<br>• Collaborate with internal teams to identify and address system inefficiencies.<br>• Conduct thorough testing and validation of EDI transactions to ensure accuracy and compliance.<br>• Provide technical support and guidance for EDI-related issues.<br>• Document solutions and maintain detailed records of EDI processes.<br>• Work closely with vendors to ensure smooth data exchanges and resolve any communication errors.<br>• Analyze EDI data to identify trends and implement improvements.<br>• Deliver timely updates on project progress to stakeholders.
<p>We are looking for a detail-oriented Senior Financial Analyst to join our team in Irving, Texas. This role is ideal for someone who excels in financial modeling, forecasting, and budgeting. You will play a key role in analyzing performance metrics and supporting strategic decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain financial models to evaluate business performance and support long-term strategic planning.</p><p>• Analyze financial forecasts and budgets to identify trends and recommend actionable improvements.</p><p>• Conduct variance analysis to assess discrepancies between actual and projected financial outcomes.</p><p>• Perform transaction advisory tasks, ensuring alignment with organizational goals and compliance standards.</p><p>• Monitor and ensure compliance with lender and loan requirements, providing accurate reporting as needed.</p><p>• Collaborate with cross-functional teams to deliver ad hoc financial analyses and insights.</p><p>• Contribute to profit and loss analysis, identifying opportunities to optimize revenue and reduce costs.</p><p>• Apply data mining techniques to extract valuable insights and improve decision-making processes.</p><p>• Present financial findings and recommendations to stakeholders, supporting informed decision-making.</p>
