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57 results for Financial Analyst Manager in Dallas, TX

Financial Analyst/Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 130000 - 140000 USD / Yearly
  • <p>We are looking for a detail-oriented Finance Manager who can combine analytical strength with strategic thinking to support key business decisions. This role offers broad exposure across the organization and will partner closely with finance leadership to turn priorities into clear plans, actionable insights, and measurable outcomes. The ideal candidate is comfortable working across teams, building strong executive-ready materials, and helping the organization stay aligned on performance, planning, and execution.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Head of FP&amp;A to evaluate high-priority initiatives and convert strategic objectives into practical financial plans and decision-support models.</p><p>• Coordinate with leaders across departments to gather inputs, clarify priorities, and keep cross-functional projects moving forward on schedule.</p><p>• Prepare financial analyses that support budgeting, forecasting, variance review, and broader performance management activities.</p><p>• Establish and maintain reporting frameworks, KPIs, and operating metrics that help leadership monitor progress and identify risks or opportunities.</p><p>• Develop presentations and summary materials for senior executives, board discussions, and other high-level business reviews.</p><p>• Manage the planning cadence for the finance team by organizing deliverables, tracking deadlines, and ensuring follow-through on critical requests.</p><p>• Consolidate information from multiple data sources to uncover trends, explain business performance, and highlight areas requiring attention.</p><p>• Support process improvement efforts that increase efficiency, strengthen decision-making, and improve coordination between finance and business partners.</p>
  • 2026-05-06T00:00:00Z
Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.</p><p>• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.</p><p>• Conduct variance analysis to identify significant revenue, margin, and expense trends.</p><p>• Develop and refine standardized reporting templates to support efficient financial operations.</p><p>• Prepare comprehensive materials for internal meetings and external partner reviews.</p><p>• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.</p><p>• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.</p><p>• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.</p><p>• Adhere to file management, documentation, and version control standards to maintain data integrity.</p><p>• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
  • 2026-05-13T00:00:00Z
Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>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.</p><p><br></p><p><br></p><p>• Maintain financial reports, records, and general ledger accounts.</p><p>• Oversee and maintain employee corporate credit card expenses.</p><p>• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.</p><p>• Contribute to the development and review of annual operating budgets and performance projections.</p><p>• Perform monthly balance sheet reconciliations.</p><p>• Meet processing and reporting deadlines.</p><p>• Respond to information requests, review financial statements, and assist with audits.</p><p>• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and</p><p>• maintain property tax schedules.</p><p>• Maintain, verify and track remittance of sales taxes.</p><p>• Maintain relationships with banks, controlling log on access, reviewing cash usage.</p><p>• Validate transactions against IRS guidelines.</p><p>• Ensure compliance with GAAP.</p><p>• Attend and successfully completes all training required by Concord Church.</p><p>• Perform other duties as assigned.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
  • 2026-05-13T00:00:00Z
Financial Analyst
  • Roanoke, TX
  • onsite
  • Permanent / Full Time
  • 100000 - 160000 USD / Yearly
  • We are looking for a Financial Analyst to support and improve financial systems operations in Westlake, Texas. This role combines financial expertise with hands-on system administration, reporting, and cross-functional collaboration to help ensure accurate data, reliable processes, and strong internal controls. The ideal candidate will bring experience with Workday Financials, a solid understanding of accounting workflows, and the ability to translate business needs into effective system solutions.<br><br>Responsibilities:<br>• Administer Workday Financials as the primary owner of day-to-day configuration, system performance, and finance-related controls.<br>• Build, update, and monitor business processes, approval paths, and system settings to align with accounting and operational requirements.<br>• Maintain and support data integrations between Salesforce and Workday to promote accurate financial activity tied to billing, revenue, and customer transactions.<br>• Oversee user access, security roles, and permissions within Workday Financials to uphold governance standards and audit expectations.<br>• Collaborate with IT on system upgrades, testing activities, release validation, and change management initiatives affecting financial platforms.<br>• Create and refine reports, dashboards, and analytics that provide Finance, Accounting, FP&amp;A, and leadership with timely operational insight.<br>• Assist with month-end, quarter-end, and year-end close activities by validating system outputs and reconciling financial data across ledgers and subledgers.<br>• Identify opportunities to streamline workflows, automate recurring tasks, resolve system issues, and maintain documentation, training materials, and audit records.<br>• Participate in internal and external audit support by providing subject matter expertise on system controls, financial workflows, and configuration changes.
  • 2026-05-27T00:00:00Z
Finance Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for a Finance Manager to lead international financial planning and reporting activities for a growing real estate and property organization in Dallas, Texas. This role will shape executive-level insights by turning multi-region financial results into clear analysis, practical recommendations, and decision-ready materials. The position works closely with business and finance leaders across international teams to strengthen forecasting, performance visibility, and strategic planning.<br><br>Responsibilities:<br>• Lead the end-to-end schedule for international financial reporting and planning activities, ensuring timely delivery of monthly, quarterly, and annual materials for senior leadership.<br>• Gather, review, and consolidate submissions from global business units, resolving discrepancies and improving consistency before executive presentations are finalized.<br>• Prepare leadership-ready commentary, variance explanations, and financial bridge analysis that highlight performance drivers, risks, and opportunities.<br>• Create dashboards and reporting tools that simplify complex regional results into meaningful trends, comparisons, and business insights.<br>• Oversee the international performance scorecard by monitoring revenue, profitability, and margin results against budget and forecast, and clearly communicating notable variances.<br>• Develop and refine standardized templates and reporting processes that support reliable, repeatable, and timely finance deliverables across regions.<br>• Partner with international finance and operational stakeholders to support recurring budgeting, forecasting, and month-end financial review cycles.<br>• Build scenario models and forward-looking analyses to support strategic initiatives, risk assessment, market evaluation, and long-range planning.<br>• Act as a cross-regional finance partner for reporting methodologies, benchmarking practices, and comparable performance analysis across international operations.<br>• Track key business and market indicators to identify emerging trends, support growth planning, and inform strategic recommendations for leadership.
  • 2026-05-13T00:00:00Z
Accounting Manager
  • Addison, TX
  • onsite
  • Temporary / Contract
  • 26.6475 - 30.855 USD / Hourly
  • We are looking for an experienced Accounting Manager to support a mission-driven organization in Addison, Texas through a Long-term Contract engagement. This role will oversee core accounting operations, maintain the accuracy of financial records, and help ensure timely reporting across multiple sources of revenue and disbursement activity. The ideal candidate brings strong month-end close expertise, sound judgment in general ledger management, and the ability to guide day-to-day accounting work while collaborating with internal stakeholders.<br><br>Responsibilities:<br>• Prepare and post journal entries across routine and adjusting transactions to keep the general ledger complete and accurate.<br>• Oversee accounts payable activity, including reviewing invoices, coordinating supporting documentation, and ensuring timely disbursement of approved payments.<br>• Record incoming funds from online platforms, third-party giving channels, wire transfers, ACH activity, checks, and other contribution sources.<br>• Monitor fund movement requests, coordinate periodic transfers, and document related cash activity and disbursement entries.<br>• Perform balance sheet reconciliations, review team-prepared reconciliations, and assist with bank account balancing when additional support is needed.<br>• Manage monthly and period-end close tasks, including brokerage account activity, interest income recognition, trial balance review, and cleanup of coding discrepancies.<br>• Review revenue postings for accuracy, make corrections when needed, and help maintain reliable classification of donations and other receipts.<br>• Prepare audit support schedules, year-end accruals, tax-related filings and reporting, including 1099 processing and applicable sales tax submissions.<br>• Supervise the Accounting Assistant by reviewing work quality, approving completed tasks, and providing direction on daily accounting priorities.<br>• Partner with team leads and leadership by answering accounting questions, supporting meetings, and maintaining clear communication on financial matters.
  • 2026-05-27T00:00:00Z
Accounting Manager
  • Dallas, TX
  • remote
  • Temporary / Contract
  • 39.5865 - 45.837 USD / Hourly
  • <p>We are looking for an experienced Accounting Manager to support a long-term contract opportunity at a PE backed client. This role is ideal for a finance specialist with a strong background in services environments and hands-on expertise with Sage Intacct. The selected consultant will lead core accounting activities, maintain accurate financial records, and help ensure timely and reliable reporting across the organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the month-end close process to ensure financial results are completed accurately and on schedule.</p><p>• Manage general ledger activity, including review and approval of journal entries and supporting documentation.</p><p>• Perform detailed account reconciliations and resolve discrepancies to maintain the integrity of financial data.</p><p>• Prepare and analyze financial reports to support leadership decision-making and operational planning.</p><p>• Coordinate audit readiness efforts by organizing schedules, documentation, and responses for financial statement audits.</p><p>• Apply accounting knowledge within a private equity-backed or related business environment to support reporting expectations.</p><p>• Utilize Sage Intacct to manage accounting workflows, reporting, and system-based financial controls.</p><p>• Partner with cross-functional stakeholders to improve accounting processes and strengthen overall financial operations.</p>
  • 2026-05-29T00:00:00Z
Accounting Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance and Accounting is the world&#39;s recognized leader in full-time financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, and taxation. Our relationships with top companies ensure our candidates enjoy competitive pay and challenging assignments with the best career opportunities. Robert Half is a division of Robert Half International, which is included among Fortune magazine&#39;s list of &quot;America&#39;s Most Admired Companies&quot;.</p><p><br></p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)</p><p><br></p><p>General Summary (overview of position and group responsibility)</p><p>We are seeking an Accountant with 1-2 years experience for the Financial Reporting department to perform all duties required to close the consolidated Fund on a monthly basis and to prepare the financial statements. Additional tasks may include assisting the audit and tax groups on a periodic basis. </p><p><br></p><p> </p><p>Position Responsibilities &amp; Duties (in order of priority)</p><p>- Close the books of the Fund on a monthly basis including consolidation of multiple wholly-owned subsidiaries</p><p>- Prepare consolidated financial statements</p><p>- Prepare consolidating financial statements</p><p>- Record journal entries for accruals and reclassifications</p><p>- Record inter-company eliminations</p><p>- Interact with the Operations department to ensure proper cutoff and proper treatment in each accounting period</p><p>- Reconciling reports to ensure data integrity</p><p>- Coordinate close process with Accountant for the subsidiaries</p><p>- Enter monthly internal P&amp;L true-ups</p><p><br></p><p><br></p><p>Job Requirements</p><p><br></p><p>Required Job Skills (skills that are absolutely necessary for this position)</p><p>- CPA license and/or M.S. in Accounting</p><p>- Firm understanding of accounting theory</p><p>- Must have a very outgoing personality and strong relationship building skills</p><p>- Acute attention to detail</p><p>- Excellent knowledge of Excel and Access, including macros and database queries</p><p><br></p><p><br></p><p>Success Factors (core competencies that will contribute to success in this position)</p><p>- Experience in the financial services industry</p><p>- Basic knowledge of financial instruments, including swaps, options, and futures</p><p>- Effective communication</p><p>- Able to work in a highly fluid, less structured environment</p><p>Selling Points (what major things about this job would excite a candidate)</p><p>- This position offers a candidate experience accounting for a wide variety of financial instruments</p><p>- Dynamic environment that allows a candidate to continually broaden knowledge base and skill set</p><p>- Opportunity to work in a fast paced, intellectual environment </p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)</p><p><br></p><p><br></p><p><br></p>
  • 2026-05-01T00:00:00Z
Operational Finance Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 145000 - 170000 USD / Yearly
  • Lead the Financial Performance of a Major Construction Business Unit This is a career‑defining opportunity for a experienced finance leader who wants to own a large, complex P&amp;L, lead a sizeable team, and sit at the intersection of finance, accounting, and operations. <br> &#128640; Why This Role Stands Out Full P&amp;L ownership for a very large construction business segment Highly visible position in the organization and a top strategic priority Lead a large, experienced finance and cost team True finance business partner role with General Managers, Operations Managers, and Project leadership Blend of finance, accounting, forecasting, and decision support  &#127919; Role Overview Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support Lead a team across accounting, cost, and project finance Own financial performance across a multi‑project construction environment What You’ll Own &amp; Deliver P&amp;L Ownership &amp; Business Partnership Full responsibility for the P&amp;L and financial performance of the business unit Partner directly with executive leadership, operations, and project teams Influence margin performance, forecasting accuracy, and project‑level decision making Act as a trusted advisor, not a scorekeeper Forecasting, Analysis &amp; Decision Support Lead forecasting, WIP analysis, backlog analysis, and margin accountability Provide forward‑looking insights — not just historical reporting Support project leadership with actionable, data‑driven recommendations Operate effectively in a complex, multi‑project environment Leadership &amp; Team Development Lead, coach, and develop a high‑performing finance and accounting team Delegate month‑end close execution while retaining full ownership of accuracy and outcomes Create structure, accountability, and clarity across financial processes Month‑End Close &amp; Controls Own the month‑end close process for the business unit Ensure accurate financial reporting while maintaining a business‑focused mindset Partner with corporate teams while remaining embedded in field operations
  • 2026-05-27T00:00:00Z
Investments Accounting Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a detail-oriented Investments Accounting Manager to join our dynamic real estate and property team in Dallas, Texas. This role is ideal for someone with a strong accounting background who can manage financial processes and ensure compliance with auditing standards. If you thrive in a fast-paced environment and excel at financial reporting and analysis, we encourage you to apply. The position is hybrid 2 days/week and offers a fantastic culture.</p><p><br></p><p>Responsibilities:</p><p>• Oversee month-end close processes to ensure timely and accurate completion of financial statements.</p><p>• Maintain and reconcile general ledger accounts, ensuring all transactions are recorded properly.</p><p>• Prepare and review journal entries, ensuring accuracy and adherence to accounting principles.</p><p>• Collaborate with auditors during financial statement audits and provide necessary documentation.</p><p>• Monitor and manage account reconciliation processes to resolve discrepancies effectively.</p><p>• Analyze financial data and generate detailed reports to support decision-making processes.</p><p>• Implement best practices for financial management and ensure compliance with relevant regulations.</p><p>• Assist in developing and improving financial procedures to enhance efficiency and accuracy.</p><p>• Work closely with investment teams to provide accounting support for fund and trust activities.</p><p>• Utilize advanced Excel skills to streamline accounting operations and perform in-depth financial analysis.</p><p><br></p><p>If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via Linked in.</p>
  • 2026-05-01T00:00:00Z
Investment Accountant/Analyst
  • McKinney, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Design and manage financial models to support forecasting, budgeting, and scenario analysis.</p><p>• Perform detailed analyses of investment data to identify trends, risks, and opportunities.</p><p>• Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Evaluate potential investments and acquisitions to support business growth.</p><p>• Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information.</p><p>• Develop dashboards and reports to enhance insights into financial performance.</p><p>• Utilize programming tools like Python or R to automate processes and improve operational efficiency.</p><p>• Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets.</p><p>• Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
  • 2026-05-27T00:00:00Z
Director of Financial Planning and Analysis
  • Fort Worth, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance &amp; Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&amp;A for a newly created, high-impact leadership role.</p><p><br></p><p>This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions.</p><p><br></p><p>My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity!</p><p><br></p><p>For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p>&#128313; Key Responsibilities:</p><p>• Lead the FP&amp;A function, including budgeting, forecasting, and long-range planning</p><p>• Partner with the CFO and executive team on strategic financial decisions</p><p>• Drive advanced financial modeling, scenario planning, and performance analytics</p><p>• Develop and enhance KPIs, executive reporting, and board-level financial presentations</p><p>• Support capital allocation, pricing strategy, and business case analysis</p><p>• Improve forecasting accuracy through systems, automation, and BI tools</p><p>• Lead and mentor a high-performing FP&amp;A team</p><p><br></p><p>&#128313; Ideal Background:</p><p>✔ 10+ years of progressive FP&amp;A / strategic finance experience</p><p>✔ Current or recent industry experience within financial services, retail and or private equity</p><p>✔ Leadership experience within complex, high-growth environments</p><p>✔ Deep expertise in budgeting, forecasting, and financial modeling</p><p>✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)</p><p>✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred</p><p>✔ MBA and CPA, and or CFA is required</p><p><br></p><p>This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance.</p><p><br></p><p>&#128233; If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.</p><p><br></p>
  • 2026-05-06T00:00:00Z
Financial Technical Operations Analyst
  • Coppell, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a detail-oriented Financial Technical Operations Analyst to join our team in Dallas, Texas. In this role, you will serve as a key financial partner, offering strategic insight and operational support to enhance business performance. You will collaborate across departments to ensure financial accuracy, streamline processes, and contribute to the effective management of resources.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.</p><p>• Offer strategic financial guidance to leadership while supporting decision-making processes.</p><p>• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.</p><p>• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.</p><p>• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.</p><p>• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.</p><p>• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.</p><p>• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.</p><p>• Work closely with external auditors to provide necessary documentation during audits.</p><p>• Prepare and distribute monthly profit and loss statements to executive and local management.</p>
  • 2026-05-01T00:00:00Z
Financial Reporting Manager/SEC (contract)
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 70 - 75 USD / Hourly
  • <p>We are looking for a Financial Reporting Manager to support a long-term contract opportunity in Dallas, Texas within the energy and natural resources sector. This role will lead the preparation of external and internal financial reporting materials, ensuring accuracy, timeliness, and alignment with applicable regulatory and corporate standards. The position works closely with cross-functional teams and external stakeholders to deliver clear financial insights, support audits, and strengthen reporting quality across the organization.</p><p>This is a 12-month contract position offering a hybrid work schedule (3 days a week in the office).</p><p>Must have CPA license</p><p>Must have SEC financial reporting experience</p><p><br></p><p><strong><u>Interim Financial Reporting Manager (contract position):</u></strong></p><p>Responsibilities:</p><p>• Prepare and organize quarterly and annual reporting packages, including required filings and internal financial materials, by compiling and evaluating relevant financial and operating data.</p><p>• Partner with business leaders and internal stakeholders to develop analyses that support reporting decisions and explain financial results in a clear, actionable manner.</p><p>• Review information received from departments such as accounting, legal, and human resources to confirm completeness and accuracy before incorporating it into financial statements and management presentations.</p><p>• Produce reporting schedules, variance analyses, charts, and other supporting exhibits for senior leadership and board-level review.</p><p>• Coordinate with external auditors during quarterly reviews and annual audits, responding to requests and helping maintain an efficient audit process.</p><p>• Research accounting guidance, document technical positions, and assist with the adoption of new standards that may affect financial statement presentation or disclosure requirements.</p><p>• Prepare regulatory submissions and recurring financial reports required by federal, state, governmental, and industry-related organizations.</p><p>• Support financial reporting for employee benefit plans and collaborate with auditors on annual plan audit requirements.</p><p>• Manage the review and preparation of XBRL tagging and related disclosure elements for applicable filings.</p>
  • 2026-05-29T00:00:00Z
Internal Audit Manager
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance and Accounting has teamed up with a $12 billion plus real estate private equity firm to assist in the recruitment of an Audit Manager. This role will require less than 30% travel and will interact with Investment Accounting and investment operations. Pay is up to 110K base for the right candidate. Hot buttons are: CPA, public accounting, knowledge of real estate, private equity, credit based investments.</p><p><br></p><p>Please Chris Willhite at 972-789-9590.</p><p> </p><p>Here is the job description:</p><p> <strong><u>Company</u></strong></p><p>The firm is an investment advisor and asset manager that specializes in managing the assets and real estate private equity funds. The firm manages over $12 billion and provides services in the areas of portfolio management, loan servicing, finance, information technology, underwriting, and risk management.</p><p> <strong><u>Job Function</u></strong></p><p>Manage and conduct internal audits and special purpose engagements. Develop and implement objectives for the internal audit function.</p><p> <strong><u>Job Responsibilities</u></strong></p><p> ·      Develop and execute audit programs by documenting objectives, identifying risks, evaluating controls, and designing test procedures associated with the audit scope</p><p>·      Collect and analyze data to draw conclusions</p><p>·      Identify control weaknesses and make recommendations for improvement</p><p>·      Produce written reports and other documents with clearly organized thoughts using proper sentence construction, punctuation, and grammar</p><p>·      Implement enterprise risk management initiatives to determine if risk exposures are properly identified, evaluated, and monitored</p><p>·      Perform technical accounting research on a variety of accounting topics including investments, derivatives, cash flow planning, forecasting, and fair value accounting</p><p>·      Establish an effective team environment</p><p>·      Coordinate work assignments and monitor progression of assignments while operating within budgeted time frames</p><p><strong> <u>Required Qualifications</u></strong></p><p> Undergraduate degree in Accounting, Minimum of 6+ years audit experience, Familiar with the internal audit common body of knowledge, Ability to work both independently and in a team environment, Strong verbal communication skills, Effective written communication skills, Strong report writing skills and strong knowledge of punctuation and grammar</p><p> Please email call Chris Willhite at 972-789-9590.</p><p> </p>
  • 2026-05-01T00:00:00Z
Business Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Gather, document, and organize business requirements to support project goals.</p><p>• Develop user stories, acceptance criteria, and use cases to guide system development.</p><p>• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.</p><p>• Perform data validation and reconciliations using tools such as Excel.</p><p>• Verify business rules against system data and assist in creating data dictionaries.</p><p>• Acquire knowledge of system workflows and document end-to-end processes.</p><p>• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.</p><p>• Draft detailed meeting notes, track open questions, and coordinate follow-ups.</p><p>• Assist in creating and executing test plans, logging defects, and validating fixes.</p><p>• Support go-live activities by ensuring system readiness and defect resolution.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
  • 2026-05-13T00:00:00Z
Business Analyst
  • Plano, TX
  • onsite
  • Permanent / Full Time
  • 80000 - 115000 USD / Yearly
  • We are looking for a Business Analyst to support portfolio optimization initiatives within a Financial Services environment in Plano, Texas. This role connects investment and operational needs with practical technology solutions that improve trading workflows, optimization capabilities, and system effectiveness. The position works closely with portfolio teams, technology partners, and business stakeholders to turn requirements into scalable outcomes that support performance and efficiency.<br><br>Responsibilities:<br>• Work with portfolio management, technology teams, and business partners to evaluate current trading and optimization workflows and identify opportunities to improve efficiency and accuracy.<br>• Convert business needs into clear functional requirements, detailed process flows, and supporting documentation for system enhancements and new capabilities.<br>• Participate in solution delivery by supporting analysis, test planning, user acceptance activities, validation, and rollout coordination.<br>• Review data outputs and application behavior to uncover issues, determine root causes, and recommend practical corrective actions.<br>• Partner with development teams to ensure delivered solutions align with business objectives, operational expectations, and investment-related standards.<br>• Contribute to the implementation of portfolio management and optimization tools that enable scalable and effective business processes.<br>• Produce workflow documentation, reporting definitions, and user-facing guidance materials to support adoption and consistent execution.<br>• Assist with automation efforts, continuous improvement work, and organizational change activities tied to business process enhancements.<br>• Coordinate across Strategic Initiatives, Client Services, and Operations to support infrastructure improvements and tailored business solutions.<br>• Monitor application performance for trading and optimization platforms, escalating and helping resolve issues as needed, including work within systems such as Axioma Direct and similar platforms.
  • 2026-05-19T00:00:00Z
Business Analyst
  • Dallas, TX
  • onsite
  • Temporary / Contract
  • 25 - 32 USD / Hourly
  • <p>We are looking for a detail-oriented Business Analyst to support loan servicing insurance operations for a Long-term Contract position based in Dallas, Texas. This role centers on reviewing commercial loan insurance documentation, resolving coverage-related issues, and coordinating with borrowers, agents, and internal partners to maintain compliance with servicing standards. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage multiple priorities in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine insurance provisions within newly boarded loan files to confirm alignment with governing loan agreements and servicing expectations.</p><p>• Contact borrowers and related parties when coverage is nearing expiration or when submitted documentation does not satisfy required standards.</p><p>• Evaluate renewal records by comparing incoming insurance materials with internal tracking data and loan documentation for accuracy and completeness.</p><p>• Work with insurance brokers, prior servicers, and borrowers to secure updated certificates, endorsements, and policy evidence as needed.</p><p>• Process insurance-related disbursements promptly while maintaining accurate supporting records.</p><p>• Respond to questions involving coverage disputes, insurance obligations, premium activity, and cancellation notifications from borrowers and agents.</p><p>• Flag accounts with lapsed coverage and initiate next steps for force-placed insurance when required under servicing guidelines.</p><p>• Partner with servicing and asset management teams to address exceptions, resolve issues, and support ongoing portfolio administration.</p><p>• Keep leadership informed of workflow status, operational concerns, and items that may affect turnaround times or service quality.</p>
  • 2026-05-29T00:00:00Z
Manager of Financial Reporting and Compliance
  • Irving, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Robert Half Finance &amp; Accounting and Kevin Sweet have partnered with a dynamic and growing environmental manufacturing organization to identify a strategic and highly motivated Manager of Financial Reporting &amp; Compliance.</p><p><br></p><p>This is a high-impact leadership opportunity for an experienced accounting professional who thrives in technical accounting, external reporting, audit coordination, and compliance oversight. The ideal candidate will bring a strong foundation in U.S. GAAP, public accounting experience, and a passion for driving transparency, operational excellence, and continuous improvement across the organization.</p><p><br></p><p>My client offers a hybrid work schedule, competitive annual salary, 15 – 20% annual bonus and excellent benefits. For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p>&#128313; <strong>Key Responsibilities:</strong></p><p>• Lead preparation and review of monthly, quarterly, and annual GAAP financial statements and disclosures</p><p> • Research and resolve complex technical accounting matters </p><p> • Manage implementation of new accounting pronouncements and reporting requirements</p><p> • Perform variance analysis and identify key business trends and drivers</p><p> • Maintain and enhance accounting policies, procedures, and reporting processes</p><p>• Serve as primary liaison with external auditors and manage audit processes and timelines</p><p> • Support lender reporting and other external stakeholder requirements</p><p> • Ensure audit readiness and strong supporting documentation across reporting cycles</p><p> • Drive process improvements and strengthen reporting accuracy and controls</p><p>• Design and oversee internal compliance and review programs</p><p> • Lead balance sheet reviews, control assessments, and risk mitigation initiatives</p><p> • Identify inefficiencies and opportunities for operational and financial improvement</p><p> • Present findings and recommendations to senior leadership</p><p> • Foster a proactive, accountability-driven culture focused on continuous improvement</p><p><br></p><p>&#128313; <strong>Why This Opportunity?</strong></p><p> ✅ High visibility role partnering directly with leadership</p><p> ✅ Opportunity to influence process improvement and compliance strategy</p><p> ✅ Broad exposure across technical accounting, reporting, audit, and operational risk</p><p> ✅ Collaborative and growth-oriented culture</p><p> ✅ Strong long-term career advancement potential</p>
  • 2026-05-27T00:00:00Z
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><p><br></p>
  • 2026-05-01T00:00:00Z
Sr. Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>Role Overview</p><p>This position is part of a centralized FP&amp;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.</p><p>PKey Contributions</p><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&amp;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><p>Additional Notes</p><p>This description is intended to convey the general nature of the role and may be adjusted as business needs evolve.</p>
  • 2026-05-01T00:00:00Z
Sr. Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • We are looking for a Sr. Financial Analyst to support revenue planning and performance analysis for a dynamic organization in Dallas, Texas. This role will play a central part in building financial insight across business areas by translating data into meaningful recommendations for leaders. The ideal candidate brings strong analytical judgment, communicates financial outcomes clearly, and helps guide planning decisions through accurate forecasting and thoughtful evaluation.<br><br>Responsibilities:<br>• Build and refine revenue forecasting models that support annual budgets, periodic forecasts, and longer-term financial planning across multiple business segments.<br>• Track revenue performance, interpret shifts in key metrics, and deliver clear variance analysis and trend updates to senior leadership.<br>• Partner with stakeholders to shape financial plans and evaluate business scenarios, highlighting implications, risks, and practical next steps.<br>• Identify factors that may affect revenue results and recommend actions that help address challenges or capture growth opportunities.<br>• Contribute to recurring reporting by summarizing operational performance, forecast movement, and planning assumptions across divisions.<br>• Collaborate with finance leaders and cross-functional partners to provide decision support while meeting demanding reporting deadlines.<br>• Develop concise presentation materials for weekly and monthly business reviews, including forecast discussions and performance updates.<br>• Conduct targeted ad hoc analyses and present findings in a way that supports informed leadership decisions.
  • 2026-05-13T00:00:00Z
Sr. Financial Analyst
  • Irving, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>A growing, innovative organization in the life sciences sector is seeking a <strong>Senior Financial Analyst</strong> 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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Business, or related field.</li><li>2–4 years of Corporate Finance or FP&amp;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><p><strong>Preferred Qualifications</strong></p><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&amp;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>
  • 2026-05-20T00:00:00Z
Sr. Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 0 - 0 USD / Yearly
  • <p>We are looking for a strategic Senior Financial Analyst to join our client&#39;s Finance &amp; Accounting team in Dallas, Texas. In this role, you will turn financial and operational data into meaningful insights that help guide decisions across a growing multisite company. This position partners closely with leadership and cross-functional teams to support planning, performance analysis, and long-term growth initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine financial models that support business planning, investment decisions, and operational initiatives across multiple restaurant concepts.</p><p>• Evaluate revenue, expenses, and profitability trends to highlight opportunities for stronger margins and improved financial performance.</p><p>• Prepare forecasts, scenario analyses, and profit and loss projections related to new locations, promotions, menu changes, and other growth activities.</p><p>• Combine financial results and key performance indicators from various brands and entities to deliver a clear view of overall business performance.</p><p>• Lead recurring performance reviews with business partners and present practical recommendations based on financial findings.</p><p>• Contribute to annual budgeting, long-range planning, and three-statement modeling to support strategic and operational goals.</p><p>• Assist with capital planning, cash flow analysis, debt-related modeling, and financing support as the organization expands.</p><p>• Design and enhance dashboards and reporting tools using systems such as Power BI, Oracle EPM, and Hyperion SmartView to improve visibility and decision-making.</p><p>• Develop quarterly materials for board-level reporting and support period-end close activities, financial reviews, and annual audit preparation.</p>
  • 2026-05-04T00:00:00Z
Sr. Financial Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 105000 - 115000 USD / Yearly
  • We are looking for a Senior Financial Analyst to join a growing organization and help deliver clear financial insights that guide business decisions. This role is ideal for a finance specialist who enjoys turning complex data into meaningful analysis, partnering with teams across the business, and supporting planning and reporting in a fast-moving environment. The position offers the opportunity to contribute to forecasting, performance reporting, and strategic analysis while building strong cross-functional relationships.<br><br>Responsibilities:<br>• Lead recurring financial planning and analysis activities, including maintaining reporting models, supporting forecast updates, and ensuring deliverables are completed accurately and on schedule.<br>• Partner with accounting during close cycles by reviewing financial data, validating results, and explaining budget-to-actual and forecast-to-actual variances.<br>• Prepare monthly, quarterly, and annual reporting packages that highlight financial results, business trends, and areas requiring leadership attention.<br>• Perform detailed analysis of operating results, profitability, and spending patterns to support informed decision-making across the organization.<br>• Build and enhance dashboards, presentations, and analytical reports using Excel, Tableau, and other reporting tools to communicate findings effectively.<br>• Monitor key business and financial indicators, and help refine performance measures that track operational and financial outcomes.<br>• Provide responsive support for special projects, scenario modeling, and ad hoc requests from finance leadership and executive stakeholders.<br>• Collaborate with cross-functional partners to gather inputs, understand business drivers, and improve the accuracy and usefulness of financial reporting.
  • 2026-05-06T00:00:00Z
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