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22 results for Emr Analyst in Dallas, TX

Risk Analyst

Carrollton, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Risk Analyst to join our team in North Dallas, Texas. This role is vital in ensuring compliance with insurance, bonding, and licensing requirements across various projects. The ideal candidate will excel in analyzing financial data and managing documentation to maintain regulatory standards. Responsibilities:• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.• Assess subcontractor insurance and compliance documentation to verify adherence to standards.• Manage commercial insurance compliance, including general liability and casualty coverage.• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.• Assist with bond requests and evaluate contract values to ensure proper coverage.• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.
2026-04-03T00:00:00Z

Business Analytics/Data Analyst

Arlington, TX
onsite
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a skilled Business Analytics/Data Analyst to support data-driven decision-making and enhance business intelligence processes. In this long-term contract role, you will play a key part in analyzing complex datasets and providing actionable insights to drive organizational success. The position is based in Arlington, Texas. Responsibilities: • Conduct detailed data analysis to identify patterns, trends, and actionable insights. • Develop and maintain business intelligence reports using tools such as BusinessObjects Technologies. • Perform audits of commercial contracts to ensure compliance and accuracy. • Abstract and analyze key terms from contracts to support decision-making. • Collaborate with cross-functional teams to gather data requirements and optimize analytics processes. • Utilize advanced data analytics tools to process and interpret large datasets. • Provide recommendations to improve business operations based on data findings. • Ensure the integrity and security of data used for analysis and reporting. • Support the organization in leveraging data for strategic planning and forecasting.
2026-04-29T00:00:00Z

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.
2026-04-24T00:00:00Z

Revenue Cycle Analyst

Roanoke, TX
remote
Temporary / Contract
42.75 - 49.5 USD / Hourly
We are looking for a skilled Revenue Cycle Analyst to join our team on a long-term contract basis in Westlake, Texas. This role will focus on managing and optimizing Salesforce functionalities and broader revenue operations processes to enhance sales efficiency and data integrity. The ideal candidate will play a key role in aligning sales, marketing, and finance systems to maximize revenue performance. Responsibilities: • Administer and maintain Salesforce configurations, including user roles, profiles, workflows, validation rules, and dashboards. • Streamline and optimize lead-to-opportunity, quote-to-cash, and customer lifecycle processes. • Develop and maintain comprehensive Salesforce reports, dashboards, and revenue analytics to support business decisions. • Ensure the accuracy, consistency, and governance of Salesforce data. • Enable seamless integration between Salesforce and other systems such as marketing automation tools and billing platforms. • Collaborate with sales leadership to enhance pipeline tracking, forecasting, and reporting capabilities. • Automate workflows and processes to improve sales team productivity and operational efficiency. • Create detailed documentation of processes and provide training and support for Salesforce users. • Assist in managing territories, account assignments, and compensation tracking to align with business objectives.
2026-04-29T00:00:00Z

Business Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Business Analyst to join our team in Dallas, Texas. In this role, you will bridge the gap between business needs and technical solutions by gathering requirements, analyzing data, and supporting system workflows. Your expertise in documentation and communication will be instrumental in ensuring project success across multiple teams. Responsibilities:• Gather, document, and organize business requirements to support project goals.• Develop user stories, acceptance criteria, and use cases to guide system development.• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.• Perform data validation and reconciliations using tools such as Excel.• Verify business rules against system data and assist in creating data dictionaries.• Acquire knowledge of system workflows and document end-to-end processes.• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.• Draft detailed meeting notes, track open questions, and coordinate follow-ups.• Assist in creating and executing test plans, logging defects, and validating fixes.• Support go-live activities by ensuring system readiness and defect resolution. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

AML/KYC Analyst

Dallas, TX
onsite
Temporary / Contract
21.85 - 25.3 USD / Hourly
We are looking for an AML/KYC Analyst to support compliance operations within a Financial Services environment in Dallas, Texas. This Long-term Contract position will play an important role in identifying unusual activity, evaluating risk indicators, and helping the organization meet anti-money laundering and counter-terrorist financing obligations. The ideal candidate brings strong analytical judgment, accuracy in data review, and the ability to work across financial records, customer information, and transaction activity with a high level of professionalism. Responsibilities: • Review transaction alerts, customer records, and account activity to identify patterns that may indicate suspicious financial behavior. • Investigate flagged items by analyzing supporting documentation, historical activity, and relevant client data to determine whether escalation is required. • Document findings thoroughly and maintain accurate case records to support audit readiness and regulatory compliance. • Partner with compliance, operations, and business teams to gather information, clarify anomalies, and resolve alert-driven inquiries efficiently. • Perform customer due diligence and know your customer reviews, including validation of identity, account activity, and risk-related information. • Monitor compliance with internal controls and applicable regulatory standards tied to anti-money laundering and financial crime prevention. • Use financial systems and business platforms to process data, track reviews, and maintain reporting related to investigative outcomes. • Assist with periodic reviews, quality checks, and audit support activities to strengthen the overall compliance framework.
2026-04-20T00:00:00Z

AML/KYC Analyst

Dallas, TX
onsite
Temporary / Contract
21.85 - 23 USD / Hourly
We are looking for an AML/KYC Analyst to support compliance operations within a Financial Services environment in Dallas, Texas. This Long-term Contract position will focus on reviewing transaction activity, assessing alerts, and helping protect the organization from financial crime risks. The role requires strong analytical judgment, clear documentation, and close collaboration with cross-functional teams to ensure adherence to applicable anti-money laundering and counter-terrorist financing standards. Responsibilities: • Review transaction monitoring alerts to identify activity that may indicate money laundering, fraud, or other financial crime concerns. • Examine customer account behavior and compare transactions against expected patterns to detect unusual or unexplained activity. • Perform follow-up research on flagged items and complete appropriate due diligence to determine whether activity is legitimate. • Prepare clear, organized case documentation that supports internal escalation, audit review, or regulatory reporting when required. • Partner with compliance, operations, and other internal teams to gather customer information needed for due diligence and enhanced review processes. • Apply current AML and KYC regulatory requirements in daily investigative work and compliance decision-making. • Participate in ongoing training to stay informed on evolving regulations, industry expectations, and financial crime prevention practices. • Collaborate with technology partners to improve the effectiveness and accuracy of transaction monitoring tools and alerting processes.
2026-04-27T00:00:00Z

Sr. Financial Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
<ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contribution</li><li>Generous paid time off and holidays</li><li>Opportunity to work closely with senior leadership in a high-impact role</li></ul>
2026-03-27T00:00:00Z

Sr. Financial Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Analyze financial data to identify trends, variances, and opportunities for improvement.• Prepare detailed reports and presentations to support key business decisions.• Evaluate fixed income securities and conduct loan valuations.• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.• Utilize advanced Microsoft Excel techniques for data analysis and modeling.• Ensure compliance with accounting standards and economic principles in all analyses.• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.• Coordinate multiple projects simultaneously while adhering to strict deadlines.• Maintain detailed documentation using tools like Confluence and Crystal Reports.• Contribute to capital management processes by providing actionable insights.
2026-04-24T00:00:00Z

Sr. Financial Analyst

Irving, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
A growing, innovative organization in the life sciences sector is seeking a Senior Financial Analyst to support executive leadership with high‑impact financial reporting, analysis, and forecasting. The ideal candidate brings strong business acumen, excellent analytical capabilities, and the communication skills needed to influence stakeholders across the organization. This is a great opportunity for someone looking to advance within a fast‑paced, data‑driven environment. Key Responsibilities<ul><li>Support forecasting, annual budgeting, long‑range planning, and monthly close activities across multiple functional groups.</li><li>Develop and maintain ongoing reporting dashboards and KPIs (financial and operational).</li><li>Prepare timely monthly, quarterly, and ad hoc financial reports; analyze variances and provide actionable insights to leadership.</li><li>Partner with business groups to support planning, prioritization, and performance management.</li><li>Contribute to month‑end close processes, including production reporting, cost analysis, variance reviews, and journal entries.</li><li>Troubleshoot and resolve financial issues within tight deadlines.</li><li>Maintain and update financial planning templates within Oracle/Hyperion environments.</li><li>Conduct competitive and industry analysis, including benchmarking of financial and operational metrics.</li></ul>Required Qualifications<ul><li>Bachelor’s degree in Finance, Accounting, Business, or related field.</li><li>2–4 years of Corporate Finance or FP&A experience.</li><li>Experience with Oracle EPBCS and/or Hyperion strongly preferred.</li><li>Proven financial modeling, forecasting, and budgeting experience.</li><li>Strong understanding of income statement, balance sheet, and cash flow drivers.</li><li>Ability to synthesize large datasets into clear and actionable insights for leadership.</li><li>Highly detail‑oriented with strong work ethic and a positive, proactive mindset.</li><li>Ability to thrive in a fast‑paced, rapidly evolving environment while managing multiple priorities.</li><li>Strong communication skills and comfort interacting at all organizational levels.</li><li>Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).</li></ul>Preferred Qualifications<ul><li>Advanced Excel skills (Power Query, PivotTables, macros) and strong PowerPoint abilities.</li><li>Familiarity with BI tools such as Tableau, Power BI, or Looker.</li><li>Experience with Smart View or similar analysis tools.</li><li>Exposure to SQL or data querying languages.</li><li>Background in biotechnology, life sciences, or laboratory services.</li><li>Experience working in private equity–backed organizations or supporting M&A‑related analysis.</li><li>Prior involvement in automating reporting processes or building analytical dashboards.</li><li>Understanding of healthcare reimbursement models or payer/provider dynamics.</li></ul>
2026-04-15T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Role OverviewThis position is part of a centralized FP&A function and serves as a strategic finance partner to senior leadership. The role supports multiple operating segments through financial planning, forecasting, analysis, and executive‑level reporting, with regular interaction across the organization.PKey Contributions<ul><li>Produce recurring financial reporting and analysis used by executive and commercial leadership</li><li>Support annual budgeting and rolling forecast cycles, with opportunity to own specific business areas over time</li><li>Partner with operational leaders to analyze and manage expense drivers</li><li>Develop and maintain financial models to improve forecasting accuracy and efficiency</li><li>Collaborate with FP&A leadership on initiatives to enhance financial processes and reporting scalability</li><li>Work cross‑functionally with analytics and data teams to support reporting accuracy and dashboard maintenance within business intelligence tools</li><li>Assist with monthly performance reviews, including variance analysis and commentary</li><li>Prepare executive‑ready materials, presentations, and ad‑hoc analyses for senior stakeholders</li><li>Contribute to special projects and strategic initiatives as business needs arise</li></ul>Additional NotesThis description is intended to convey the general nature of the role and may be adjusted as business needs evolve.
2026-04-01T00:00:00Z

Financial Analyst - Entry Level

Plano, TX
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for an entry-level Financial Analyst to support balance sheet analysis and reporting within a banking environment in Plano, Texas. This Contract position is ideal for someone who is comfortable working with financial data, validating model inputs, and using Excel to organize and assess large sets of information. The role will focus on preparing reporting data, reviewing results for accuracy, and helping deliver reliable financial outputs to internal stakeholders. Responsibilities: • Build and update balance sheet assumptions in Excel to support financial analysis and reporting activities. • Gather information from call reports, regulatory filings, and client-provided data extracts, then organize it for downstream use. • Clean, standardize, and prepare source data before loading it into financial models. • Review model inputs and outputs to confirm the information is logical, complete, and ready for use. • Perform quality checks on reports and analysis to identify inconsistencies and improve accuracy before final delivery. • Create and use pivot tables, advanced formulas, and lookup functions to analyze financial data efficiently. • Compare data sets against established indexes and reference points to ensure alignment and reasonableness. • Assist with the release of completed analysis by confirming materials meet reporting expectations and deadlines.
2026-04-27T00:00:00Z

Financial Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.• Develop and maintain financial models to support forecasting and annual budgeting processes.• Prepare and present ad hoc financial reports to assist management in strategic decision-making.• Perform variance analysis to evaluate financial performance against expectations.• Utilize data mining techniques to extract actionable insights from large datasets.• Collaborate with cross-functional teams to provide financial support and guidance.• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.• Ensure accuracy and compliance in all financial reports and processes.• Support continuous improvement initiatives within the financial planning and analysis function.
2026-04-17T00:00:00Z

Financial Analyst

Addison, TX
onsite
Temporary / Contract
26.9135 - 31.163 USD / Hourly
We are looking for a Financial Analyst to support reporting accuracy, deliver meaningful business insights, and help the organization stay prepared for upcoming audit activity. This Long-term Contract position is based in Addison, Texas, and offers the opportunity to work closely with financial data to identify trends, explain performance, and strengthen reporting processes. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to turn complex data into clear recommendations. Responsibilities: • Develop and maintain recurring financial reports that provide clear, timely visibility into business performance. • Perform in-depth analysis of financial results to identify trends, risks, and areas requiring management attention. • Support audit readiness efforts by organizing documentation, validating figures, and responding to reporting-related requests. • Build ad hoc analyses to answer business questions and assist leaders with data-driven decision-making. • Investigate budget-to-actual and period-over-period variances, providing concise explanations for key movements. • Use data mining techniques to extract, organize, and interpret information from multiple financial sources. • Create financial models that help evaluate performance scenarios and support planning activities.
2026-04-28T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability. Responsibilities: • Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans. • Maintain and update forecasting models to reflect actual results and revised assumptions. • Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses. • Monitor performance against budget and forecast, identifying and explaining significant variances. • Generate comprehensive financial reports, dashboards, and schedules for management review. • Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends. • Analyze financial outcomes by customer, department, and business unit to support strategic business reviews. • Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues. • Perform customer and contract-level financial analyses, including revenue and margin tracking. • Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
2026-04-03T00:00:00Z

Financial Analyst

Irving, TX
onsite
Permanent / Full Time
71000 - 108000 USD / Yearly
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. Responsibilities: • Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements. • Analyze financial data to identify trends, variances, and opportunities for process improvements. • Develop and execute test cases to ensure system changes align with business requirements. • Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions. • Act as a liaison between the accounting and IT teams to align system functionality with business needs. • Support audit and compliance processes by providing accurate documentation and analysis. • Apply accounting principles to improve financial systems and provide strategic recommendations. • Conduct variance analysis and financial modeling to support organizational goals. • Utilize tools such as Tableau and OTBI for data visualization and reporting. • Manage multiple tasks independently in a dynamic and fast-paced environment.
2026-04-03T00:00:00Z

Financial Analyst

Plano, TX
onsite
Temporary / Contract
31 - 37 USD / Hourly
Financial Analyst – Position DescriptionThe Financial Analyst supports financial planning, analysis, and reporting initiatives by providing data‑driven insights to leadership. This role partners cross‑functionally to analyze performance, support forecasting, and assist in strategic decision‑making. The ideal candidate is analytical, detail‑oriented, and comfortable working with large data sets.Key Responsibilities<ul><li>Analyze financial results and identify trends, risks, and opportunities</li><li>Prepare monthly, quarterly, and ad‑hoc financial reports</li><li>Support budgeting, forecasting, and variance analysis</li><li>Develop financial models to support business decisions</li><li>Collaborate with Accounting on actuals and reporting alignment</li><li>Assist with KPIs, dashboards, and performance metrics</li><li>Support leadership with data‑driven insights and recommendations</li></ul>
2026-04-13T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will play a pivotal part in analyzing financial data, preparing reports, and contributing to the accuracy and integrity of our financial operations. Your expertise will help drive informed decision-making and enhance reporting efficiency. Responsibilities:• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.• Conduct variance analysis to identify significant revenue, margin, and expense trends.• Develop and refine standardized reporting templates to support efficient financial operations.• Prepare comprehensive materials for internal meetings and external partner reviews.• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.• Adhere to file management, documentation, and version control standards to maintain data integrity.• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance. Why this role:✅<ul><li>PE‑backed healthcare company in growth mode</li><li>Direct exposure to the CFO and executive team</li><li>Flexible hybrid schedule + beautiful new office</li><li>Supportive manager who values work/life balance</li><li>Minimal overtime, no weekends</li></ul>What you’ll do:📊<ul><li>Support financial & operational board decks</li><li>Own key processes (revenue recognition, physician comp)</li><li>Build forecasts, models, and ad hoc analysis</li><li>Partner with operations & revenue cycle teams</li><li>Deliver insights through scenario & sensitivity modeling</li></ul>✨If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.
2026-04-02T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented and motivated Financial Analyst to join our client in Dallas, Texas. In this role, you will be running the entire finance group for a non profit in the Dallas area, doing all forecasting, budgeting, modeling strategy,etc. • Maintain financial reports, records, and general ledger accounts.• Oversee and maintain employee corporate credit card expenses.• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.• Contribute to the development and review of annual operating budgets and performance projections.• Perform monthly balance sheet reconciliations.• Meet processing and reporting deadlines.• Respond to information requests, review financial statements, and assist with audits.• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and• maintain property tax schedules.• Maintain, verify and track remittance of sales taxes.• Maintain relationships with banks, controlling log on access, reviewing cash usage.• Validate transactions against IRS guidelines.• Ensure compliance with GAAP.• Attend and successfully completes all training required by Concord Church.• Perform other duties as assigned. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Senior Accounting Analyst

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Senior Accounting Analyst Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a Senior Accounting Analyst to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment. This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership. My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and the opportunity to either work remote, hybrid or in office, your choice! For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected] Position OverviewThe Senior Accounting Analyst will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment. Key Responsibilities<ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul> Why This Opportunity<ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul>
2026-04-27T00:00:00Z

Senior FP&A Analyst

Dallas, TX
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Our client is seeking a Senior FP&A Analyst to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth. 🌟 Why You’ll Love This Role: · Culture of Excellence: Join a tenured FP&A/Finance team with a wealth of expertise to learn from. · Entrepreneurial Spirit: Collaborate on business transformation initiatives that use technology to improve processes and procedures. · Your Voice Matters: Work closely with corporate leadership and see your ideas in action. · Career Growth: Significant opportunities for learning, development, and leadership within the organization. · Dynamic Work Environment: Fast-paced, varied days where you’ll tackle exciting challenges. · Work-Life Balance: Prioritize productivity without losing sight of your well-being. 💼 Key Responsibilities Financial Planning & Analysis · Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals · Analyze financial results, identify trends, and deliver actionable insights to senior leadership · Collaborate with other departments to optimize workforce planning and productivity · Serve as a subject matter expert in financial systems and policy interpretation · Advise senior FP&A and business leaders on risks, opportunities, and long-range planning Reporting & Data Tracking · Oversee creation of performance dashboards and executive-level reports · Prepare materials for executive reviews and strategic discussions · Recommend action plans to improve business performance · Drive continuous improvement in reporting processes and data governance
2026-04-29T00:00:00Z