71 results for Financial Analyst Entry Level in Dallas, TX

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Dallas, Texas. As a Sr. Financial Analyst, you will be primarily involved in providing financial analysis and reporting, formulating business strategies, and implementing key performance indicators (KPIs) to drive business performance. Responsibilities: • Analyze data using statistical analysis, predictive modeling, and other analytical methods to develop practical solutions to business problems. • Collaborate with the IT team on projects focused on financial data validation. • Assist in the creation of PowerBI Paginated Reports and Dashboards. • Support business lines with in-depth analysis of costs, KPIs, and initiatives. • Work closely with the accounting department to streamline processes and create dashboards for financial reporting. • Continuously work towards improving efficiency by tailoring reporting to meet changing business needs. • Maintain General Ledger (GL) account mapping for financial statements. • Provide research and analytical support for enterprise-level strategy and initiatives. • Prepare financial statements, ensuring accuracy and compliance. • Provide insightful and actionable financial analysis and reporting, highlighting key trends, metrics, and business drivers.

Financial Analyst We are in the process of recruiting a Financial Analyst to become a part of our healthcare team in Dallas, Texas. The selected individual will be tasked with a variety of functions, including financial planning and analysis (FP& A), data visualization, and financial modeling, among other things. Responsibilities: • Conduct financial planning and analysis tasks with a high level of accuracy • Utilize advanced excel skills for financial computations • Operate and manage enterprise financial systems • Develop and present financial reports for senior management • Use data visualization software, particularly Power BI • Merge and manage data from various sources including management reporting and budgeting systems • Handle large data sets and generate meaningful reports from them • Conduct ad-hoc reporting as required by the organization • Construct financial presentations for senior level management • Perform light financial modeling tasks to support decision-making processes • Utilize accounting software systems and CRM for financial tasks • Employ data mining techniques for financial analysis • Oversee various accounting functions and accrual accounting processes • Participate in auditing and budget processes • Contribute to capital management strategies within the organization.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team in Plano, Texas. In this role, you will be expected to create financial models, scrutinize complex financial information, and produce monthly financial performance reports. You will be instrumental in supporting the transformation of our finance organization and delivering continuous process improvements. Responsibilities: • Constructing financial models and templates that will aid the Operations team • Scrutinizing complex financial data in order to pinpoint business drivers and trends • Generating monthly financial performance reports and elucidating budget/forecast variances • Assisting in the assembly of quarterly Partnership Financial performance presentations • Facilitating the transformation of the finance department • Continually improving processes to enhance efficiency and productivity • Utilizing your expertise in Microsoft Excel for various tasks, including data modeling • Managing multiple projects concurrently while adapting to changing priorities and deadlines • Leveraging your superior analytical skills with a strategic focus to drive business decisions • Utilizing business systems, CRM, and Crystal Reports as tools to perform your duties.

Sr. Financial Analyst We are hiring a Sr. Financial Analyst to join our team in the retail industry, based in Lewisville, Texas. As a Sr. Financial Analyst, you will be closely collaborating with the leadership team to drive financial success and align with the overall strategy. You will be providing financial insights to support growth and profitability and overseeing financial reporting, budgeting, and risk management. Responsibilities: • Collaborate with the business unit's leadership team to ensure alignment with the overall corporate strategy. • Provide financial insights that support the growth and profitability of the business unit. • Oversee the financial reporting process, ensuring that reports are accurate and specific to the business unit. • Lead the budgeting process, working with department leaders to develop realistic budgets that align with business goals and overall company priorities. • Monitor and report on budget performance, identifying variances and advising on corrective actions. • Conduct detailed financial forecasting to anticipate future trends, challenges, and opportunities within the business unit. • Analyze and manage efficiency and cost metrics within the business unit to maximize profitability. • Identify opportunities for cost savings and efficiency improvements specific to the unit's operations. • Ensure the accuracy and integrity of financial data within the business unit’s reporting systems. • Develop and maintain reports to guide business decisions, including both PowerBI and excel-based reports.

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our client in the pharmaceutical industry, located in Dallas, Texas. In this role, you will be tasked with numerous responsibilities related to financial analysis and reporting, budgeting, and cost management. Responsibilities: • Assist in establishing strategic financial objectives through detailed analysis.• Ensure accurate and efficient financial reporting and interpretation.• Collaborate with the finance and management team to assess and develop crucial financial information.• Implement cost-saving initiatives based on analytical findings.• Utilize business systems and data mining techniques for financial modeling and forecasting.• Take part in staff meetings, conference calls, and other relevant meetings.• Handle additional tasks related to financial analysis as required. If interested, please send your resume to [email protected]

interim Sr. Financial Analyst (contract) We are seeking an interim Sr. Financial Analyst to join our team located in Allen, Texas. In this role, you will be responsible for a variety of tasks including budgeting, forecasting, and reconciling data across various platforms. This is a contract employment opportunity that offers the chance to work with cross-functional teams and gain hands-on experience with Oracle NetSuite. This is 2-3 month contract assignment. 100% ONSITE in Allen Texas. Experience with Netsuite software is required. Interim Senior Financial Analyst (contract position):Responsibilities:• Delivering weekly rebates and sales reports while creating ad-hoc reports as needed to support business objectives.• Analyzing and managing budgeting and forecasting processes to drive financial decision-making.• Reconciling financial data between Vena and Oracle NetSuite, ensuring consistency and accuracy across platforms.• Supporting ongoing cleanup efforts following the transition from QuickBooks to NetSuite, ensuring smooth ERP processes post-cutover.• Utilizing Concur for expense reporting and providing insights into financial performance.• Processing customer credit applications accurately and efficiently.• Maintaining accurate customer credit records.

Financial Analyst II We are offering a long term contract employment opportunity for a Financial Analyst II in the Business services industry, located in Irving, Texas. In this role, you will be tasked with gathering and analyzing financial information and conducting quantitative analyses of information affecting investment programs. Responsibilities: • Analyzing financial information to generate forecasts of business, industry, and economic conditions for making investment decisions. • Utilizing computer applications such as Microsoft Word, Excel, PowerPoint, and other related financial software for various tasks. • Developing spreadsheets, charts, and graphs to illustrate technical reports. • Interpreting data that impacts investment programs, such as price, yield stability, and future trends in investment risks. • Employing communication skills, attention to detail, and critical thinking in day-to-day functions. • Working independently and managing time effectively. • Analyzing business trends to project future revenues and expenses. • Adhering to federal, state, and company policies, procedures, and regulations related to accounting. • Utilizing knowledge of economic and accounting principles, the financial markets, and reporting of financial data.

Financial Analyst II We are offering an exciting opportunity in the Healthcare, Hospitals, and Social Assistance industry based in Dallas, Texas. The role is for a Financial Analyst II, who will play a crucial role in supporting administrators, department directors, and other team members in optimizing operational efficiency and cost-effectiveness. Responsibilities • Engage in external labor productivity benchmarking for hospital and clinic personnel to pinpoint areas for enhancement and cost-efficiency improvements. • Partner with operational leaders to clarify the benchmarking process, interpret results, and offer insights that can be actioned to boost productivity. • Take charge of the collection of pertinent data from diverse sources, ensuring its accuracy and completeness. • Create and sustain detailed reports and dashboards to effectively communicate benchmarking results to key stakeholders. • Scrutinize trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and suggesting strategies for enhancement. • Execute research and present findings for any changes in labor productivity. • Continually investigate budget vs. actual expense variance through the review of standard reports and reports specifically developed for the entity. • Deliver verbal or written results of department operating efficiencies study and discuss them with management and others as required. • Generate Management Reports as required or requested. • Act as an intermediary between the assigned area and Outcome Support Services and other finance areas. • Commit to detail-oriented growth through participation in educational programs and organizations and activities to stay updated on current trends, practices, and developments. • Conduct finance training for personnel as directed.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Fort Worth, Texas. The Financial Analyst will play a key role in our team, focusing on managing financial reporting, analyzing financial data, and developing strategies to enhance financial performance. This role will require you to work closely with other team members to drive financial strategy and decision-making. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, to [email protected]. Responsibilities:• Develop and manage financial forecasts, budgets, and financial plans to ensure the financial health of the organization.• Analyze financial performance against budgets and forecasts, providing insights and recommendations for improvement.• Perform account reconciliation, balance sheets, month-end, quarter-end, and year-end closing reporting.• Approve journal entries and handle GL account reconciliation.• Manage bank account balances, pull daily bank and credit card reports, and process vendor payments via check, ACH, or online.• Assist with the annual budgeting process; collaborate with departmental heads to create accurate budgets.• Monitor and assist with departmental budgets and expenditures.• Create and manage the PO process, receive and process inventory, handle and escalate vendor issues.• Identify financial risks and develop strategies to mitigate them.• Ensure effective internal controls are in place to safeguard assets.• Evaluate and improve financial processes and systems for efficiency and accuracy.• Implement best practices in financial management.• Foster a collaborative and productive work environment.• Process purchased and sold assets, process deprecation and formulate depreciation schedules.• Manage fuel cards and company credit cards, process month-end fuel transfers.• Develop and implement financial strategies to support the company’s objectives and growth.• Provide strategic financial guidance and support to senior management.

Financial Analyst We are looking to bring on board a Financial Analyst within our team working in the Healthcare sector. The role, based in Fort Worth, Texas, involves working closely with the Physician Network finance department and other financial personnel within the system. This position offers an exciting opportunity to contribute to our financing operations. Responsibilities:• Deliver financial data to management and conduct financial analyses.• Monitor and analyze volume data and trend analyses, utilizing skills in Financial Analysis and Microsoft Excel.• Engage in the calculation of physician salaries and serve as the primary finance contact for assigned departments.• Contribute to the compilation of financial results of operations, trend analysis, and suggestions for financial improvements using Microsoft Access.• Regularly maintain and update customer credit records, ensuring accuracy at all times.• Efficiently process customer credit applications, adhering to established guidelines and procedures.• Monitor customer accounts and take appropriate action as needed based on account status and history.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in the manufacturing industry, located in Lewisville, Texas, 75067, United States. As a Sr. Financial Analyst, you will play a pivotal role in driving the company's growth by developing financial strategies, conducting detailed financial analyses, and collaborating with various departments. Responsibilities: • Collaborate with operations to devise growth strategies, plans, and perform historical financial performance assessments.• Conduct comprehensive analyses and develop financial models to bolster strategic initiatives.• Manage the monthly reporting of new center budgets and its influence on the company's fiscal year plan.• Offer insightful guidance to the corporate development team through ROI analysis.• Develop five-year projections for acquisition, greenfield, and brownfield growth opportunities.• Support real estate, facilities, and integrations with decision-making related to capital expenditure projects, lease renewals, and their respective impact on ROI.• Handle other duties and perform ad-hoc analyses as needed.• Collaborate effectively with all departments and management levels within the company.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in the retail industry, located in Lewisville, Texas, United States. As a Financial Analyst, you will be involved in a wide range of financial operations including developing and maintaining financial models, creating dynamic dashboards, collaborating with various teams, conducting month-end activities, and performing detailed financial analysis. Responsibilities • Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning. • Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights. • Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives. • Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management. • Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals. • Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership. • Conduct comprehensive financial analysis including variance analysis and profitability analysis. • Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes.

Sr. Financial Analyst We are in the process of hiring a Sr. Financial Analyst to join our team in the retail industry based in Lewisville, Texas. In this role, you will be leading the financial reporting and analysis to support strategic decision making. This position will involve the use of financial modeling, budgeting, forecasting, and business performance analysis to provide strategic insights to the management and business units. Responsibilities: • Ensure the preparation and analysis of financial statements, reports, and presentations on a monthly, quarterly, and annual basis. • Carry out detailed variance analysis between actual financial performance and forecasts or budgets. • Utilize and maintain financial models to evaluate performance and guide decision-making processes. • Provide insights and recommendations to enhance financial performance, reduce costs, and reach financial objectives. • Collaborate with senior leaders and cross-functional teams to align financial strategies with business goals. • Guarantee financial data accuracy and integrity within the company's reporting systems. • Develop and maintain reports that guide business decisions, including but not limited to PowerBI and Excel-based reports. • Identify and implement process improvements to augment the efficiency and accuracy of financial reporting and analysis. • Ensure compliance with accounting standards and regulatory requirements. • Prepare presentations for executive leadership, highlighting key trends, insights, and actionable recommendations.

Transaction Success Analyst 1. Communicate with clients to gather the appropriate financial information 2. Analyze financial data for trends and anomalies 3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions 4. Work with our team to make financial recommendation or opinions based on financial analysis performed 5. Assess the economic performance of the client’s practice 6. Respond to client inquires & questions in a detail oriented and timely manner 7. Provide information for clients to lenders to facilitate lending process

Tax Manager We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm. Responsibilities: • Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem. • Maintain and review complex financial records for clients using accounting software like QuickBooks. • Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members. • Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner. • Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies. • Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes. • Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency. • Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.

Treasury Analyst We are on the lookout for a Treasury Analyst to join our team located in Irving, Texas. As a Treasury Analyst, you will be a key player in managing financial activities that include cash management, funding strategies, and risk management. This role is essential in ensuring that our financial operations run smoothly and efficiently. Responsibilities: • Oversee daily cash flow operations to ensure accuracy and timeliness • Develop and implement funding strategies • Assume responsibility for risk management activities • Drive process improvements by collaborating with different departments • Manage and reconcile bank statements • Coordinate fund transfers between internal accounts and banking partners • Provide expert insights on treasury tools, best practices, and payment technologies • Foster and maintain relationships with banking partners • Respond to audit requests promptly and efficiently • Ensure compliance with internal policies and external regulations in all financial operations.

Tax Manager - Public We are on the hunt for a meticulous Tax Manager to join our team in the detail oriented Services industry located in Southlake, Texas. As a Tax Manager, your role will be pivotal in handling complex tax returns, partnership tax returns, and corporate tax returns. You will be expected to apply your skills and expertise to ensure tax compliance and accuracy, contributing significantly to our team's success. Responsibilities: • Lead and manage the preparation and review of complex tax returns • Supervise the preparation of partnership tax returns and ensure their accuracy • Oversee the process of corporate tax return preparation and validate its correctness • Conduct tax research and planning to optimize tax strategies • Collaborate with other team members to improve tax procedures and policies • Identify and mitigate tax risks • Coordinate and manage audit processes • Stay updated with industry trends and changes in tax laws • Provide support and guidance to entry level staff members in the team • Maintain relationships with clients and provide exceptional customer service. Resume via LinkedIn - Hemant Dahya

Senior Tax Manager - Public We are offering an exciting opportunity for a Tax Manager to join our team at our CPA Firm. Based in Irving, Texas, this role involves leading a team of tax professionals and managing the preparation and review of complex tax returns. The Tax Manager will also develop and implement tax planning strategies, conduct research on tax issues, and provide guidance to clients. Responsibilities: • Lead and manage a team of tax professionals engaged in preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts. • Develop and implement tax planning strategies to optimize clients' tax positions. • Conduct thorough research and analysis of tax issues, staying abreast of changes in tax laws and regulations. • Provide expert guidance to clients on the tax implications of business decisions and transactions. • Build and maintain strong client relationships through exceptional service and proactive communication. • Supervise and mentor entry level staff, providing opportunities for training and detail oriented development. • Utilize accounting software systems for efficient tax management. • Ensure compliance with tax laws and regulations. • Handle auditing and accounting functions. • Manage entity formation and income tax accounting.

Director of Accounting We are in search of a Director of Accounting for our team in Dallas, Texas, 75201, United States. The Director of Accounting will be instrumental in supporting the Reporting and Revenue organization, ensuring compliance with accounting standards, and spearheading transformative projects and process enhancements. Responsibilities • Oversee and manage a team, fostering a collaborative and efficient work environment • Take charge of Financial Reporting and Revenue accounting • Prepare and present Financial Statements to high-level executives • Collaborate with finance and business operations teams to streamline and improve accounting processes • Establish and enforce internal controls and standards • Enhance system integrations and process automation for better efficiency • Ensure revenue recognition is timely and accurate, in line with ASC 606 standards • Contribute to RFP processes • Maintain confidentiality and safeguard the organization’s value by keeping information secure Skills • Proficiency in Auditing, ASC 606, Financial Reporting, and Public Accounting Audit • CPA certification preferred • Strong Microsoft Excel skills, including knowledge of advanced formulas and functions • Excellent verbal and written communication skills • Ability to interact productively with multiple stakeholders including clients, employees, and partners • Detail-oriented, organized, and a self-starter able to work in a fast-paced environment

Accounting Manager Robert Half Finance and Accounting and Kevin Sweet are excited to partner with a rapidly growing and innovative health services company headquartered in Dallas, TX, currently seeking a newly created Accounting Manager to join their expanding team. The company is on an impressive growth trajectory and offers a dynamic work environment where you can make a significant impact on the accounting and finance functions. If you are looking for an opportunity to work with a forward-thinking organization in the healthcare space, this is the role for you. This individual will not only have the opportunity for advancement to an Assistant Controller position but also work for a dynamic CFO that enjoys mentoring and developing his team! My client has beautiful offices, business casual work environment, has a hybrid work schedule, and is offering a competitive annual salary, annual bonus, excellent benefits and usage of their health services at cost as well as additional wellness dollars. For additional consideration and details, contact Kevin Sweet at 682-499-1182 or via email at [email protected] Responsibilities: • Supervising and managing the creation of precise financial statements, including balance sheets, income statements, and cash flow statements, ensuring compliance with GAAP and relevant regulations.• Guiding the monthly, quarterly, and annual closing process, guaranteeing accurate and punctual completion.• Executing and reviewing account reconciliations to ensure the integrity of the financial statements.• Assisting in the creation and maintenance of financial forecasts and annual budgets, working closely with department heads to coordinate financial goals with strategic business plans.• Utilizing your comprehension of private equity-backed organizations or publicly traded companies to manage financial due diligence, investor relations, and internal controls. Preparing financial data for private equity stakeholders, management teams, and board meetings.• Assisting with due diligence, mergers and acquisitions, and the integration of acquisitions.• Designing, implementing, and maintaining internal controls to safeguard company assets, enhance financial reporting processes, and ensure compliance with company policies.• Assisting in the preparation of materials for annual audits, providing necessary documentation to external auditors and responding to audit requests.• Identifying opportunities for process improvements, system enhancements, and efficiencies within the accounting department.• Undertaking ad-hoc financial analysis and reporting, as well as special projects as needed to support the growth of the company. Interested candidates must have a bachelor's degree in accounting or finance, CPA or parts passed, 5+ years of progressive accounting experience with month-end close, consolidating and preparing financial statements, budgeting, forecasting, cash forecasting, mergers and acquisitions and due diligence.

Accounting Manager Robert Half Finance and Accounting and Kevin Sweet have partnered with a national commercial real estate client for a newly created Accountant Manager position! As Accountant Manager you will be responsible for a portfolio of commercial properties handling the day-to-day accounting operations, month-end close, monthly financial statements, variance analysis, annual budget, forecasts and financial reports and managing and monitoring the daily activities of assigned accounting staff and ensuring that all policies and procedures are consistently and accurately followed for the assigned properties. My client is offering incredible benefits, beautiful offices, free parking, outstanding work-life balance and offers a hybrid work schedule with only one day a week in the office. For immediate consideration, please contact Kevin Sweet directly at 682-499-1182 or email me at [email protected] Connect with me and join my LinkedIn Network - Bing or Google search ("Kevin Sweet" AND "Robert Half Finance and Accounting") Responsibilities:• Oversee and manage daily functions of the accounting staff, ensuring consistent adherence to policies and procedures.• Conduct regular reviews of financial reports and reconciliations to ensure accuracy and consistency.• Collaborate with property management and clients to meet all reporting deadlines.• Provide leadership and training in the utilization of real estate accounting software.• Direct and manage detail-oriented staff, with a thorough understanding of each staff member's responsibilities.• Participate in the hiring, training, and mentoring process of new staff members.• Review and approve new vendors, as well as changes to existing vendors.• Oversee the preparation of monthly accounting calendars to ensure deadlines and owner requirements are met.• Provide oversight in maintaining, reviewing, and filing of all required accounts.• Collaborate in the preparation of the annual budget and review the final version prepared by the property manager.• Assist in the management of new project takeovers, coordinating the transition with accountants, clients, property management, and Treasury. Interested candidates must have a bachelor's degree in accounting or finance at least 5+ years of progressive full-cycle commercial real estate experience, be proficient with MRI and or Yardi and Excel, have managerial experience, and CAM reconciliations and straight-line rent experience.

Data Scientist We are in search of an entry to junior level Data Scientist to be a part of our team, based North of Dallas, TX. The individual will be a key player in the retail industry, using their analytical abilities and knowledge of data mining, statistical modeling, and machine learning to influence strategic business decisions. You will be instrumental in transforming data into actionable insights and fostering a data-driven culture within our team. Responsibilities<ul><li>Utilize advanced statistical models and machine learning algorithms to derive insights from complex datasets</li><li>Conduct comprehensive data exploration to discover trends, patterns, anomalies, and insights</li><li>Collaborate closely with stakeholders to comprehend business requirements and convert them into analytical projects</li><li>Translate intricate analytical findings into clear, understandable recommendations for upper management</li><li>Lead multiple analytics projects concurrently from start to finish, managing timelines and resources effectively</li><li>Develop strategies for project plans, timelines, and resource allocation</li><li>Ensure the successful delivery of insights that influence business performance</li><li>Design visualizations, interactive dashboards, and reports utilizing tools like Power BI to effectively communicate insights</li><li>Automate reporting processes to enhance efficiency and accuracy</li><li>Stay up-to-date on industry trends, tools, techniques, and emerging technologies in advanced analytics and data science</li><li>Experiment with new methodologies to continuously improve analytical capabilities</li><li>Challenge the conventional with data and innovative thinking.</li></ul>

Accounting Administrator We are in search of an Accounting Administrator in Richardson, Texas, United States. This role is vital in our construction industry, where you will be tasked with a variety of responsibilities relating to accounts payable, accounts receivable, and billing. This opportunity offers an exciting chance to contribute to our team and aid in our company's growth. Responsibilities: • Efficiently handle Accounts Receivable duties including AIA billing, AR aging & reporting, and cash applications • Ensure lien & lien waivers are processed, as well as insurance compliance reporting and documentation for subcontractors • Manage Accounts Payable responsibilities including subcontractor documentation compliance, vendor management, and full-cycle AP • Process expense reports and ensure accurate data entry • Oversee job costing/job codes and AP entries • Handle AIA billing & WIP billing and reporting, as well as progress billing • Undertake light collections for commercial accounts • Contribute to portfolio management for commercial and industrial units • Participate in month-end closing activities.

Accounting Manager/Supervisor We are in the detail-oriented services industry, based in Dallas, Texas, and we're looking for an Accounting Manager/Supervisor to join our team. In this role, you will engage in a variety of tasks including managing client accounts, handling bookkeeping, payroll and tax services, and preparing financial statements. Responsibilities • Oversee various client accounts assigned to you. • Handle bookkeeping tasks, ensuring all business transactions are recorded accurately. • Manage payroll and tax services for clients. • Prepare financial statements and perform various other accounting and consulting services. • Demonstrate a strong knowledge of tax accounting principles. • Ensure standard accounting processes are followed for recording business transactions into the general ledger. • Perform account reconciliations and work paper preparation. • Prepare and post journal entries as required by the level of engagement. • Adapt your work as required by different levels of engagement. • Analyze financial statements prepared by clients and identify any issues that need to be corrected.

Senior Valuation Analyst We are in the detail-oriented services industry, based in Dallas, Texas, United States, and we're seeking a dedicated Senior Valuation Analyst to join our team. The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values. Responsibilities: • Engage in regular communication with clients to collect pertinent financial details• Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data• Detect patterns and irregularities while reviewing financial data• Develop novel strategies for generating deliverables that answer client queries• Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis• Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products• Participate in ad-hoc projects with the team as required• Manage client inquiries and questions in a prompt and detail-oriented manner• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform job responsibilities effectively.