We are looking for a detail-oriented FP&A Analyst to join our team in Plano, Texas. This role involves leveraging your expertise in financial planning and analysis to provide valuable insights and support strategic decision-making. Ideal candidates will have strong technical skills and a keen eye for identifying trends and opportunities within financial data.<br><br>Responsibilities:<br>• Develop and maintain financial models to support cash flow forecasting and strategic planning.<br>• Utilize Power BI and Excel to analyze complex financial data and create actionable reports.<br>• Collaborate with cross-functional teams to gather data and improve financial processes.<br>• Conduct thorough analysis of financial statements to identify trends and variances.<br>• Support budgeting and forecasting activities to align with organizational goals.<br>• Provide insights and recommendations to improve financial performance and efficiency.<br>• Contribute to business analysis efforts by evaluating systems and data flow.<br>• Assist in preparing presentations for stakeholders based on financial findings.<br>• Monitor compliance with financial regulations, including the Bank Secrecy Act.<br>• Ensure accurate and timely reporting of financial metrics.
We are looking for a Financial Planning & Analysis Manager to lead enterprise-wide planning, reporting, and performance analysis for a growing organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and communicated to senior leadership through clear reporting and meaningful insights. The ideal candidate brings strong analytical judgment, a hands-on approach to forecasting and modeling, and the ability to partner effectively across finance and business teams.<br><br>Responsibilities:<br>• Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting.<br>• Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights.<br>• Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability.<br>• Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results.<br>• Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions.<br>• Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates.<br>• Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures.<br>• Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization.<br>• Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance.
<p><strong>Key Responsibilities</strong></p><ul><li>Prepare financial models, forecasts, and budgets</li><li>Analyze financial results and provide variance analysis vs. plan/prior periods</li><li>Develop and maintain dashboards and reporting tools</li><li>Support month-end close with reporting and analytical review</li><li>Partner with business units to evaluate performance and identify opportunities</li><li>Conduct profitability analysis, cost analysis, and scenario modeling</li><li>Assist with long-term planning and strategic initiatives</li><li>Consolidate and analyze large data sets from multiple sources</li><li>Present findings and recommendations to leadership</li></ul><p><br></p>
<p>We are seeking a detail-oriented and analytical Financial Analyst to support data-driven decision-making across the business. This role is responsible for analyzing financial data, preparing reports, forecasting performance, and providing insights to improve profitability and operational efficiency.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial statements, trends, and key performance indicators (KPIs)</li><li>Develop financial models and forecasts to support strategic planning</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Conduct variance analyses and identify risks and opportunities</li><li>Partner with business leaders to support budgeting and decision-making</li><li>Monitor market trends and industry benchmarks</li><li>Improve reporting processes and ensure data accuracy</li></ul>
<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>
We are looking for a Real Estate Financial Analyst to support investment decision-making through rigorous financial evaluation and market-informed analysis. This role is based in Dallas, Texas, and is ideal for a finance specialist who can translate property and portfolio data into clear business insights. The position will partner with stakeholders to assess performance, build forecasting tools, and strengthen reporting that guides real estate strategy.<br><br>Responsibilities:<br>• Build and maintain detailed Excel-based models to evaluate property performance, investment returns, and financial scenarios.<br>• Examine operating results and investigate variances between actual outcomes, budgets, and forecasts to identify key business drivers.<br>• Conduct ad hoc analyses that help leadership assess acquisitions, asset performance, and strategic opportunities across the portfolio.<br>• Gather, organize, and interpret large data sets from multiple sources to support accurate reporting and sound financial recommendations.<br>• Prepare financial summaries, dashboards, and presentations that communicate trends, risks, and opportunities to internal stakeholders.<br>• Partner with finance and real estate teams to develop forecasts, budgets, and performance metrics for assets and projects.<br>• Review assumptions used in valuation and underwriting models to improve consistency, accuracy, and decision support.<br>• Support process improvements in analytical workflows and reporting tools to enhance efficiency and data reliability.
<p>Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance professional who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance.</p><p><br></p><p>In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks.</p><p><br></p><p>My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances.</li><li>Develop and maintain sales, gross margin, operating expense, and working capital analyses.</li><li>Prepare, analyze, and distribute monthly financial reporting packages to business leadership.</li><li>Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives.</li><li>Create financial models, business cases, dashboards, presentations, and ad hoc analyses.</li><li>Support annual budgeting, quarterly forecasting, and long-range planning processes.</li><li>Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making.</li><li>Present financial information and recommendations to stakeholders across the organization.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Highly visible role with direct interaction with business leadership.</li><li>Opportunity to influence strategic decision-making and business performance.</li><li>Collaborative and employee-focused culture.</li><li>Strong growth potential within a successful and expanding organization.</li><li>Competitive compensation and comprehensive benefits package.</li></ul><p>If you're looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we'd love to connect with you.</p>
We are looking for an Accounting Analyst to support financial operations and provide insight that strengthens planning and reporting across the business. This position in Plano, Texas combines accounting execution with analytical work, offering the opportunity to contribute to close activities, performance review, and forward-looking financial decisions. The ideal candidate brings strong technical skills, attention to detail, and the ability to translate financial data into practical recommendations.<br><br>Responsibilities:<br>• Prepare and record journal entries while helping ensure accurate and timely completion of month-end close activities.<br>• Review accounts payable and accounts receivable transactions to maintain reliable financial records and support healthy cash flow management.<br>• Analyze inventory-related data, reconcile balances, and investigate discrepancies that may affect reporting accuracy.<br>• Build forecasts, budgets, and financial models that support business planning and operational decision-making.<br>• Perform variance analysis to explain differences between actual results, budgets, and forecasts, and summarize findings for stakeholders.<br>• Use advanced Excel capabilities, including macros, to improve reporting efficiency and streamline recurring financial analysis.<br>• Develop ad hoc analyses and data-driven insights by working with large datasets and identifying meaningful trends.<br>• Partner with cross-functional teams to support reporting needs, strengthen financial controls, and improve overall visibility into business performance.