<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>
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.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
<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>
<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>
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.
We are looking for an experienced Finance Manager to join the IT finance team in Coppell, Texas on a Contract basis. This role will focus on financial planning and analysis, helping guide budgeting, forecasting, reporting, and investment decisions across technology-related spending. The ideal candidate brings strong analytical capability and can work closely with IT leadership to improve financial visibility and support strategic planning.<br><br>Responsibilities:<br>• Lead financial planning activities for the IT function, including annual budgets, rolling forecasts, and longer-term outlooks.<br>• Support the monthly close cycle by preparing journal entries, updating forecast assumptions, and ensuring accurate financial reporting.<br>• Build and maintain financial models that track technology spending, measure performance, and explain budget-to-actual results.<br>• Collaborate with IT leaders to provide financial insight that supports operational and strategic decision-making.<br>• Assess proposed technology initiatives by reviewing both operating and capital cost impacts and outlining financial considerations.<br>• Track expenses related to software, hardware, cloud services, and third-party vendors to maintain clear oversight of IT spend.<br>• Identify opportunities to improve cost efficiency and contribute to efforts that strengthen budget utilization.<br>• Assist with business case development for IT projects by evaluating return potential, payback timing, and financial viability.<br>• Help maintain sound financial controls and communicate IT financial performance to key stakeholders through clear reporting.
<p>We are looking for an IT Administrator to support daily technology operations for a manufacturing environment in Texas. This contract-to-permanent position is ideal for someone who enjoys being the go-to onsite IT resource, delivering responsive support to office staff, production users, and leadership. The role combines hands-on desktop support, basic systems administration, and coordination with external partners to keep devices, collaboration tools, and core infrastructure running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Deliver first- and second-level technical assistance for employees by diagnosing and resolving issues related to workstations, software, peripherals, and basic connectivity.</p><p>• Act as the primary onsite IT contact, managing incoming support requests, setting priorities, and ensuring timely follow-through on open tickets.</p><p>• Maintain employee technology assets, including desktops, laptops, mobile devices, printers, scanners, and other endpoint equipment used in office and production settings.</p><p>• Provide high-touch technical support for leadership and key business users, ensuring a thorough and service-focused experience.</p><p>• Support conference rooms and meeting technology by keeping audio-visual systems operational and ready for daily use.</p><p>• Troubleshoot and assist with manufacturing floor technology such as handheld scanners, label printers, and non-traditional workstations.</p><p>• Administer core user access and device-related tasks within Active Directory, Microsoft Entra ID, Microsoft 365 Enterprise, and Windows 11 environments.</p><p>• Partner with managed service providers and outside vendors to address issues involving servers, firewalls, security, and broader infrastructure performance.</p>
<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&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>🔹 Key Responsibilities:</p><p>• Lead the FP&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&A team</p><p><br></p><p>🔹 Ideal Background:</p><p>✔ 10+ years of progressive FP&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>📩 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>
<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&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>
Commercial Finance Manager We are seeking an experienced Commercial Finance Manager dedicated to supporting the financial aspects of commercial strategy and business growth. This key role bridges financial planning and analysis, pricing, sales effectiveness, and market expansion—enabling both short- and long-term objectives through hands-on partnership with a variety of global teams. <br> Key Responsibilities Develop data-driven pricing models for managed services, working alongside country leaders to ensure proposals match profitability and competitive standards. Collaborate with teams in finance, sales, and operations at the country level to adapt pricing frameworks for specific market and regulatory landscapes. Analyze feasibility and commercial viability for new market entry, partnering with leaders in emerging markets. Shape go-to-market strategies in partnership with product, sales, and operations colleagues, accounting for differing local dynamics. Engage regularly with country-based business development teams across several time zones, occasionally requiring flexibility in working hours. Perform in-depth financial analysis to inform decisions on packaging of services, contract terms, and customer segmentation. Conduct competitive analysis and stay current on industry trends to support pricing and market entry decisions. Maintain governance tools and scalable processes for the oversight and evaluation of commercial deals. Track, review, and share insights on sales metrics such as revenue, growth, market penetration, and new customer acquisition. Deliver presentations and recommendations to executive stakeholders, relying on clear, data-based insights to inform high-level decisions. Provide mentorship and training to entry level analysts, fostering a culture focused on performance and analytical growth. Take ownership of specialized projects and executive reporting as required.
<p>Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.</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><strong><u>Job Purpose (Job Summary)</u>:</strong></p><p>The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.</p><p><strong><u>Key Responsibilities / Duties</u>:</strong></p><p><strong>CLO Equity Funds and other private credit funds:</strong></p><p>The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.</p><p>Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.</p><p>Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.</p><p>Work with other departments on the acquisition and disposition of portfolio investments as appropriate.</p><p>Demonstrate leadership skills by volunteering for special projects in the department.</p><p>Other duties as assigned.</p><p><strong>Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:</strong></p><p>The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.</p><p>Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.</p><p>Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.</p><p>Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager.</p><p> Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.</p><ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
<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>
<p>We are looking for an experienced Director of Accounting to lead financial operations and provide clear, data-driven guidance for the business in Irving, Texas. This position will oversee core accounting activities, strengthen reporting accuracy, and support planning efforts that help leadership make informed decisions. The role is ideal for a hands-on finance leader who combines strong technical accounting knowledge with forecasting expertise and a practical approach to process improvement in a manufacturing environment.</p><p><br></p><p>Responsibilities:</p><p>• Direct daily accounting activities, ensuring accurate records, timely reconciliations, and dependable financial results.</p><p>• Lead the month-end close cycle and maintain a disciplined process that supports deadlines and reporting quality.</p><p>• Prepare and review financial statements in accordance with organizational reporting standards and applicable accounting requirements.</p><p>• Build and enhance internal control practices to promote compliance, reduce risk, and support audit readiness.</p><p>• Oversee budgeting, forecasting, and financial modeling to provide leadership with meaningful performance insights.</p><p>• Partner with executive and operational leaders to analyze trends, explain results, and identify opportunities that support growth.</p><p>• Coordinate external and internal audit activities by organizing documentation, addressing inquiries, and resolving findings efficiently.</p><p>• Guide the use of accounting tools and reporting systems, including MS Dynamics, to improve accuracy and process consistency.</p>
We are looking for a highly discreet and detail-focused Family Office Controller to oversee personal and entity-level financial operations in Dallas, Texas. This position plays a key role in keeping day-to-day accounting accurate, organized, and responsive while supporting informed decision-making for the principal and trusted advisors. The successful candidate will be comfortable operating in a private, service-oriented environment where precision, sound judgment, and collaboration are essential.<br><br>Responsibilities:<br>• Direct accounting activities across personal accounts and related entities, including payables, receivables, reconciliations, and ledger accuracy.<br>• Administer recurring and non-routine payments for household and business-related obligations, ensuring deadlines and documentation standards are consistently met.<br>• Review and classify frequent personal, household, and travel expenditures in coordination with support staff to confirm receipts and backup records are complete.<br>• Track liquidity needs and upcoming commitments to help maintain appropriate cash availability for near-term personal and business expenses.<br>• Compile accurate monthly financial information for internal stakeholders and outside advisors to support planning, reporting, and tax coordination.<br>• Convert detailed accounting records into concise updates and easy-to-understand summaries for the principal and cross-functional partners.<br>• Prepare monthly reporting packages that highlight actual spending, budget alignment, and notable variances requiring attention.<br>• Maintain organized financial files and supporting documentation to enable efficient year-end tax preparation and interactions with external professionals.<br>• Support administration of insurance renewals, property tax obligations, and other compliance-related financial matters.