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75 results for Senior Financial Analyst 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.<br><br>Responsibilities:<br><br>• Analyze data using statistical analysis, predictive modeling, and other analytical methods to develop practical solutions to business problems.<br>• Collaborate with the IT team on projects focused on financial data validation.<br>• Assist in the creation of PowerBI Paginated Reports and Dashboards.<br>• Support business lines with in-depth analysis of costs, KPIs, and initiatives.<br>• Work closely with the accounting department to streamline processes and create dashboards for financial reporting.<br>• Continuously work towards improving efficiency by tailoring reporting to meet changing business needs.<br>• Maintain General Ledger (GL) account mapping for financial statements.<br>• Provide research and analytical support for enterprise-level strategy and initiatives.<br>• Prepare financial statements, ensuring accuracy and compliance.<br>• Provide insightful and actionable financial analysis and reporting, highlighting key trends, metrics, and business drivers. Sr. Financial Analyst <p>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. </p><p><br></p><p>Responsibilities: </p><p>• Collaborate with operations to devise growth strategies, plans, and perform historical financial performance assessments.</p><p>• Conduct comprehensive analyses and develop financial models to bolster strategic initiatives.</p><p>• Manage the monthly reporting of new center budgets and its influence on the company's fiscal year plan.</p><p>• Offer insightful guidance to the corporate development team through ROI analysis.</p><p>• Develop five-year projections for acquisition, greenfield, and brownfield growth opportunities.</p><p>• Support real estate, facilities, and integrations with decision-making related to capital expenditure projects, lease renewals, and their respective impact on ROI.</p><p>• Handle other duties and perform ad-hoc analyses as needed.</p><p>• Collaborate effectively with all departments and management levels within the company.</p> 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.<br><br>Responsibilities:<br>• Ensure the preparation and analysis of financial statements, reports, and presentations on a monthly, quarterly, and annual basis.<br>• Carry out detailed variance analysis between actual financial performance and forecasts or budgets.<br>• Utilize and maintain financial models to evaluate performance and guide decision-making processes.<br>• Provide insights and recommendations to enhance financial performance, reduce costs, and reach financial objectives.<br>• Collaborate with senior leaders and cross-functional teams to align financial strategies with business goals.<br>• Guarantee financial data accuracy and integrity within the company's reporting systems.<br>• Develop and maintain reports that guide business decisions, including but not limited to PowerBI and Excel-based reports.<br>• Identify and implement process improvements to augment the efficiency and accuracy of financial reporting and analysis.<br>• Ensure compliance with accounting standards and regulatory requirements.<br>• Prepare presentations for executive leadership, highlighting key trends, insights, and actionable recommendations. 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.<br><br>Responsibilities: <br>• Constructing financial models and templates that will aid the Operations team<br>• Scrutinizing complex financial data in order to pinpoint business drivers and trends<br>• Generating monthly financial performance reports and elucidating budget/forecast variances<br>• Assisting in the assembly of quarterly Partnership Financial performance presentations<br>• Facilitating the transformation of the finance department<br>• Continually improving processes to enhance efficiency and productivity<br>• Utilizing your expertise in Microsoft Excel for various tasks, including data modeling<br>• Managing multiple projects concurrently while adapting to changing priorities and deadlines<br>• Leveraging your superior analytical skills with a strategic focus to drive business decisions<br>• 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.<br><br>Responsibilities:<br><br>• Collaborate with the business unit's leadership team to ensure alignment with the overall corporate strategy.<br>• Provide financial insights that support the growth and profitability of the business unit.<br>• Oversee the financial reporting process, ensuring that reports are accurate and specific to the business unit.<br>• Lead the budgeting process, working with department leaders to develop realistic budgets that align with business goals and overall company priorities.<br>• Monitor and report on budget performance, identifying variances and advising on corrective actions.<br>• Conduct detailed financial forecasting to anticipate future trends, challenges, and opportunities within the business unit.<br>• Analyze and manage efficiency and cost metrics within the business unit to maximize profitability.<br>• Identify opportunities for cost savings and efficiency improvements specific to the unit's operations.<br>• Ensure the accuracy and integrity of financial data within the business unit’s reporting systems.<br>• Develop and maintain reports to guide business decisions, including both PowerBI and excel-based reports. Sr. Financial Analyst <p>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. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist in establishing strategic financial objectives through detailed analysis.</p><p>• Ensure accurate and efficient financial reporting and interpretation.</p><p>• Collaborate with the finance and management team to assess and develop crucial financial information.</p><p>• Implement cost-saving initiatives based on analytical findings.</p><p>• Utilize business systems and data mining techniques for financial modeling and forecasting.</p><p>• Take part in staff meetings, conference calls, and other relevant meetings.</p><p>• Handle additional tasks related to financial analysis as required.</p><p><br></p><p> If interested, please send your resume to [email protected]</p> Financial Analyst: III (Senior) <p>We are offering a long-term contract employment opportunity for a Pricing Analyst. This role primarily involves the analysis, review, and approval of pricing proposals, as well as the creation of profit models for complex pricing requests. The role also entails collaboration with teams in Finance, Sales, Relationship Management, and peers in the Corporate Development and Sales Strategy organizations.</p><p><br></p><p>Responsibilities</p><p>• Analyzing pricing proposals received from Sales and Relationship Management teams.</p><p>• Providing approval or denial with comment based on established deal review guidelines.</p><p>• Generating financial models to assist in analyzing pricing options for our largest institutional sales.</p><p>• Working closely with partners in Finance, Sales, Relationship Management.</p><p>• Collaborating with peers in the Corporate Development and Sales Strategy organizations.</p><p>• Using Salesforce and Excel to review and respond to requests.</p><p>• Driving the organization's initiative to continuously improve processes and strategies relating to fees for health savings and consumer directed benefit accounts.</p><p>• Communicating complex financial information and data in written presentation and spoken formats to a variety of audiences.</p><p>• Performing ad hoc financial analyses and reporting as needed.</p><p>• Utilizing skills in Sales, Reporting, Microsoft Excel, Review, Presentations, Finance, Pricing, Benefit Functions, Financial Modeling, Communication, Relationship Management, Pricing Strategy, Sales Strategy, Corporate Development, Pricing Proposal, Salesforce Platform, Economics, and Sales operations.</p> Financial Analyst <p>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].</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage financial forecasts, budgets, and financial plans to ensure the financial health of the organization.</p><p>• Analyze financial performance against budgets and forecasts, providing insights and recommendations for improvement.</p><p>• Perform account reconciliation, balance sheets, month-end, quarter-end, and year-end closing reporting.</p><p>• Approve journal entries and handle GL account reconciliation.</p><p>• Manage bank account balances, pull daily bank and credit card reports, and process vendor payments via check, ACH, or online.</p><p>• Assist with the annual budgeting process; collaborate with departmental heads to create accurate budgets.</p><p>• Monitor and assist with departmental budgets and expenditures.</p><p>• Create and manage the PO process, receive and process inventory, handle and escalate vendor issues.</p><p>• Identify financial risks and develop strategies to mitigate them.</p><p>• Ensure effective internal controls are in place to safeguard assets.</p><p>• Evaluate and improve financial processes and systems for efficiency and accuracy.</p><p>• Implement best practices in financial management.</p><p>• Foster a collaborative and productive work environment.</p><p>• Process purchased and sold assets, process deprecation and formulate depreciation schedules.</p><p>• Manage fuel cards and company credit cards, process month-end fuel transfers.</p><p>• Develop and implement financial strategies to support the company’s objectives and growth.</p><p>• Provide strategic financial guidance and support to senior management.</p> 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. <br><br>Responsibilities<br>• Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning.<br>• Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights.<br>• Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives.<br>• Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management.<br>• Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals.<br>• Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership.<br>• Conduct comprehensive financial analysis including variance analysis and profitability analysis.<br>• Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes. Financial Analyst <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Deliver financial data to management and conduct financial analyses.</p><p>• Monitor and analyze volume data and trend analyses, utilizing skills in Financial Analysis and Microsoft Excel.</p><p>• Engage in the calculation of physician salaries and serve as the primary finance contact for assigned departments.</p><p>• Contribute to the compilation of financial results of operations, trend analysis, and suggestions for financial improvements using Microsoft Access.</p><p>• Regularly maintain and update customer credit records, ensuring accuracy at all times.</p><p>• Efficiently process customer credit applications, adhering to established guidelines and procedures.</p><p>• Monitor customer accounts and take appropriate action as needed based on account status and history.</p> 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. <br><br>Responsibilities:<br><br>• Conduct financial planning and analysis tasks with a high level of accuracy<br>• Utilize advanced excel skills for financial computations<br>• Operate and manage enterprise financial systems<br>• Develop and present financial reports for senior management<br>• Use data visualization software, particularly Power BI<br>• Merge and manage data from various sources including management reporting and budgeting systems<br>• Handle large data sets and generate meaningful reports from them<br>• Conduct ad-hoc reporting as required by the organization<br>• Construct financial presentations for senior level management<br>• Perform light financial modeling tasks to support decision-making processes<br>• Utilize accounting software systems and CRM for financial tasks<br>• Employ data mining techniques for financial analysis<br>• Oversee various accounting functions and accrual accounting processes<br>• Participate in auditing and budget processes<br>• Contribute to capital management strategies within the organization. interim CFO/Director of Finance - contract <p>We are offering a contract employment opportunity for an interim CFO/Finance Director in our Princeton, Texas location. The candidate will play a crucial role in various financial operations of our city, including budgeting, purchasing, debt management, and treasury management. The position entails ensuring compliance with accounting standards and regulations as well as providing strategic financial guidance to support organizational goals. This is a 2-month contract position. Hybrid work schedule, 2 days onsite in Princeton, TX.</p><p><br></p><p><strong><u>Interim Director of Finance/CFO:</u></strong></p><p>Responsibilities:</p><p>• Work collaboratively with the team to develop annual budgets, forecast financial performance, and monitor budgetary compliance.</p><p>• Conduct detailed financial analysis to evaluate the organization's financial performance, identify trends, and assess financial risks and opportunities.</p><p>• Oversee the accurate and timely preparation and analysis of financial reports, including balance sheets, income statements, cash flow statements, and budget variance analyses.</p><p>• Supervise, coordinate, and organize various procurement and contract administration activities.</p><p>• Assist in establishing and maintaining internal control procedures to safeguard assets and ensure the accuracy of financial records.</p><p>• Coordinate internal and external audit activities, including the preparation of audit schedules and implementation of audit recommendations.</p><p>• Oversee grants management activities, including grant budgeting, reporting, compliance monitoring, and reimbursement requests.</p><p>• Assist in developing and implementing financial policies, procedures, and guidelines.</p><p>• Provide supervision, guidance, and mentorship to finance department staff.</p><p>• Participate in strategic planning initiatives and provide financial expertise and analysis to support organizational goals and objectives.</p> Senior Valuation Analyst <p>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. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Engage in regular communication with clients to collect pertinent financial details</p><p>• Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data</p><p>• Detect patterns and irregularities while reviewing financial data</p><p>• Develop novel strategies for generating deliverables that answer client queries</p><p>• Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis</p><p>• 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</p><p>• Participate in ad-hoc projects with the team as required</p><p>• Manage client inquiries and questions in a prompt and detail-oriented manner</p><p>• 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.</p> 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.<br><br>Responsibilities:<br>• Analyzing financial information to generate forecasts of business, industry, and economic conditions for making investment decisions.<br>• Utilizing computer applications such as Microsoft Word, Excel, PowerPoint, and other related financial software for various tasks.<br>• Developing spreadsheets, charts, and graphs to illustrate technical reports.<br>• Interpreting data that impacts investment programs, such as price, yield stability, and future trends in investment risks.<br>• Employing communication skills, attention to detail, and critical thinking in day-to-day functions.<br>• Working independently and managing time effectively.<br>• Analyzing business trends to project future revenues and expenses.<br>• Adhering to federal, state, and company policies, procedures, and regulations related to accounting.<br>• 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.<br><br>Responsibilities<br>• Engage in external labor productivity benchmarking for hospital and clinic personnel to pinpoint areas for enhancement and cost-efficiency improvements.<br>• Partner with operational leaders to clarify the benchmarking process, interpret results, and offer insights that can be actioned to boost productivity.<br>• Take charge of the collection of pertinent data from diverse sources, ensuring its accuracy and completeness.<br>• Create and sustain detailed reports and dashboards to effectively communicate benchmarking results to key stakeholders.<br>• Scrutinize trends, patterns, and deviations in labor productivity data, highlighting areas for improvement and suggesting strategies for enhancement.<br>• Execute research and present findings for any changes in labor productivity.<br>• Continually investigate budget vs. actual expense variance through the review of standard reports and reports specifically developed for the entity.<br>• Deliver verbal or written results of department operating efficiencies study and discuss them with management and others as required.<br>• Generate Management Reports as required or requested.<br>• Act as an intermediary between the assigned area and Outcome Support Services and other finance areas.<br>• Commit to detail-oriented growth through participation in educational programs and organizations and activities to stay updated on current trends, practices, and developments.<br>• Conduct finance training for personnel as directed. Senior Manager Financial Reporting We are offering an exciting opportunity for a Senior Manager Financial Reporting in the Real Estate & Property industry located in Dallas, Texas. As a Senior Manager Financial Reporting, you will handle a variety of tasks related to financial reporting, cash flow analysis, and consolidation of financial statements. This role will involve close collaboration with finance leaders across different lines of business and geographical locations.<br><br>Responsibilities:<br>• Manage the preparation of quarterly and annual consolidated statements of cash flows.<br>• In charge of reviewing various consolidated schedules that support the consolidated financial statements and footnote disclosures.<br>• Actively collaborate with controllers and finance leaders in each line of business and geography to comprehend material transactions and other drivers underlying key schedules and reports.<br>• Handle the cash flow implications of M& A, equity transactions, hedge accounting, leases, and other technical areas.<br>• Enhance the process of preparing consolidated cash flow through effective use of existing technology and standardization of inputs.<br>• Assist with projects in adjacent areas of controllership and financial reporting.<br>• Engage with the internal audit function during the testing of internal controls over financial reporting.<br>• Act as a point of contact for external audit requests related to cash flow and other deliverables.<br>• Utilize various Accounting Software Systems, including ADP - Financial Services, BlackLine, EPS, and ERP - Enterprise Resource Planning.<br>• Manage various accounting functions, including accounts payable and auditing.<br>• Monitor and handle balance sheet accounts and budget processes. Analyst <p>We are seeking a Sr. Analyst for a healthcare consulting firm based in Dallas, Texas. In this role, you will be pivotal in providing financial due diligence and advisory services, developing financial models, and contributing to strategic consulting engagements. </p><p><br></p><p>Responsibilities:</p><p>• Provide financial due diligence assistance and advisory services to a range of clients, including publicly traded healthcare companies, large health systems, private equity investors, and investment banks.</p><p>• Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings, working capital considerations, and potential liabilities.</p><p>• Engage in direct communication with management at target companies to effectively assess and relay the company’s quality of earnings, net assets, and cash flows.</p><p>• Compile comprehensive quality of earnings reports and accompanying schedules.</p><p>• Contribute to various healthcare engagements, including business and securities valuations, mergers and acquisitions, and strategic consulting.</p><p>• Exhibit a strong understanding of U.S. GAAP and SEC reporting to resolve issues in technical accounting areas.</p><p>• Utilize proficiency in Microsoft Excel and PowerPoint in conducting complex quantitative and qualitative financial analysis and generating data-driven insights.</p><p>• Maintain a results-oriented approach, developing creative solutions to resolve complex problems with great attention to detail.</p><p>• Demonstrate a high level of motivation and ambition, contributing to our rapidly growing Financial Due Diligence service line.</p><p>• Travel as necessary to fulfill job responsibilities.</p> AML/KYC Analyst We are offering a contract to permanent employment opportunity for an AML/KYC Analyst in the financial services industry based in Dallas, Texas. This role involves safeguarding the financial system by reviewing and analyzing potential money laundering activities. The analyst will contribute significantly to ensuring our compliance with all relevant laws, regulations, and guidelines concerning anti-money laundering (AML) and counter-terrorist financing (CTF).<br><br>Responsibilities <br><br>• Collaborate with the technology team to optimize the performance of transaction monitoring systems<br><br>• Maintain up-to-date knowledge of AML regulations and apply them effectively in daily operations<br><br>• Investigate alerts generated from transaction monitoring systems to identify unusual patterns or suspicious activity<br><br>• Analyze customer transaction behavior against established norms and look into any discrepancies<br><br>• Conduct due diligence on flagged transactions to determine their authenticity<br><br>• Document findings in a comprehensible manner for review by senior compliance staff or regulatory bodies as required<br><br>• Cooperate with other departments to gather necessary information related to customer due diligence (CDD) and enhanced due diligence (EDD)<br><br>• Attend regular training sessions to keep abreast with new regulatory requirements and best practices in AML compliance. Senior Manager - Accounts Receivable <p><strong>Joe.Faradie</strong> at roberthalf com for confidential consideration.</p><p><br></p><p>Job Title: Senior Manager - Accounts Receivable</p><p>Work from Home on Friday</p><p><br></p><p>Job Summary: Our client in Plano is looking for an experienced and detail-oriented Senior Manager – Accounts Receivable to lead the full spectrum of AR functions, including Cash Application, Collections, and overall AR management. The ideal candidate will bring a solid accounting background with hands-on experience in E-Commerce and Big Box Retail sectors, and global experience is highly preferred. In this role, you will manage a small team while working collaboratively with Finance, Accounting, Sales, and Order Operations departments. The candidate should also have substantial expertise in handling Deductions/Short Pays and working with portal systems.</p><p>Key Responsibilities:</p><ul><li>Manage and oversee the entire Accounts Receivable process, including Cash Application, Collections, and AR functions.</li><li>Lead, mentor, and develop a small team to ensure efficient AR operations and continuous improvement in processes.</li><li>Collaborate closely with Finance, Accounting, Sales, and Order Operations teams to resolve any issues and streamline AR workflows.</li><li>Utilize deep expertise in Deductions/Short Pays, ensuring accurate and timely resolution of discrepancies.</li><li>Oversee the use of portals for AR processing and inquiries, ensuring optimal utilization and issue resolution.</li><li>Perform financial close activities, including account reconciliations, accruals, and related month-end/quarter-end/year-end tasks.</li><li>Analyze and manage AR aging reports, identifying trends and recommending strategies to reduce outstanding balances.</li><li>Prepare and present regular AR reports to leadership, focusing on key metrics and account statuses.</li><li>Ensure compliance with company policies, accounting principles, and industry standards while maintaining accurate records.</li></ul><p><strong><u>The Best Way to apply is to send Joe.Faradie at roberthalf com an updated resume</u></strong>. Please connect with me on linkedin</p> Sr. Accountant Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation Team). This position will have excellent exposure to Wall Street brokers / banks and will get a basic understanding of the hedge fund industry. Pay range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or parts passed a plus but not required) from a top school. Must have a GPA of 3.4 or higher. <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). <br> The firm has immediate openings for 2 highly experience in and motivated individuals to join the team as a Hedge Portfolio Analyst Team (middle office – valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and all internal operations. This is a dynamic opportunity to contribute directly in the growth of a complex and fast moving company as it prepares for its initial public offering. <br> Responsibilities <br> Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting <br> Qualifications <br> 1-3 years + experience in the public accounting field BBA/PPA/MPA in Accounting from a top tier, nationally ranked business school CPA required or certification pending Working knowledge of general Finance and Accounting functions Advanced Microsoft Office skills Detail and task-oriented with a strong work ethic Excellent communication and organizational skills Experience in Financial Analysis and Project Management Oracle general ledger system experience is a plus Ability to work 45-50 hours per week <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). Transaction Success Analyst 1. Communicate with clients to gather the appropriate financial information <br>2. Analyze financial data for trends and anomalies <br>3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions <br>4. Work with our team to make financial recommendation or opinions based on financial analysis performed <br>5. Assess the economic performance of the client’s practice <br>6. Respond to client inquires & questions in a detail oriented and timely manner <br>7. Provide information for clients to lenders to facilitate lending process Tax Senior We are looking for a Tax Staff - Public to join our team in DALLAS, Texas. The primary function of this role is to handle various tax-related tasks in a well-organized and detail-oriented manner. The position is based in the public sector and includes responsibilities such as processing customer credit applications, maintaining accurate customer credit records, and resolving customer credit inquiries.<br><br>Responsibilities:<br>• Accurately process customer credit applications<br>• Maintain and update customer credit records regularly<br>• Address and resolve customer credit inquiries promptly<br>• Monitor customer credit accounts and take appropriate action to collect delinquent payments<br>• Utilize various software such as CCH ProSystem Fx, CCH Sales Tax, Gosystem, and Microsoft Excel to perform accounting functions<br>• Ensure compliance with tax regulations and standards<br>• Provide exceptional customer service in all interactions<br>• Perform auditing tasks as needed<br>• Manage cash activity effectively<br>• Work collaboratively with the team to ensure smooth operations. Sr. Billing Manager <p>We are in search of a Sr. Billing Manager to join our client's IT Software team located in Westlake, TX. As a Sr. Billing Manager, you will be responsible for overseeing our billing operations, collaborating with various teams, and implementing strategic initiatives to enhance the efficiency of our billing processes. Send resumes to Lauren McDowell at Robert Half.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with IT and finance teams to implement system upgrades and enhancements that improve billing operations.</p><p>• Establish key performance indicators (KPIs) to measure the effectiveness and accuracy of billing processes.</p><p>• Evaluate current billing processes, identify inefficiencies, and implement best practices for enhanced accuracy and efficiency.</p><p>• Collaborate with Account Management and Sales teams to understand customer needs and ensure timely and accurate billing.</p><p>• Lead and mentor the billing team, fostering a culture of excellence, accountability, and continuous improvement.</p><p>• Ensure billing operations comply with relevant regulations, internal policies, and contractual obligations.</p><p>• Identify potential risks in the billing process and develop strategies to mitigate those risks.</p><p>• Develop and implement strategic initiatives to optimize billing processes that align with overall financial and operational goals.</p><p>• Monitor and report on billing performance, providing insights and recommendations to senior management.</p><p>• Serve as a key partner to Account Management and Sales teams to address customer inquiries, resolve billing disputes, and enhance overall customer satisfaction.</p> 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.<br><br>Responsibilities:<br>• Oversee daily cash flow operations to ensure accuracy and timeliness<br>• Develop and implement funding strategies<br>• Assume responsibility for risk management activities<br>• Drive process improvements by collaborating with different departments<br>• Manage and reconcile bank statements<br>• Coordinate fund transfers between internal accounts and banking partners<br>• Provide expert insights on treasury tools, best practices, and payment technologies<br>• Foster and maintain relationships with banking partners<br>• Respond to audit requests promptly and efficiently<br>• Ensure compliance with internal policies and external regulations in all financial operations. Sr. Accounts Payable Manager <p>We are in search of a Sr. Accounts Payable Manager to become a part of our client's IT Software team in Westlake, TX. In this role, you will be handling the accounts payable function in a complex environment with multiple systems and processes due to several acquisitions. Your focus will be on driving efficiency, ensuring compliance, and enhancing collaboration across various departments. Send resumes to Lauren McDowell.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Foster a culture of excellence, accountability, and continuous improvement by leading and mentoring the accounts payable team.</p><p>• Implement training programs to enhance team skills and knowledge in accounts payable processes and systems.</p><p>• Identify inefficiencies in existing accounts payable processes and implement best practices for improved accuracy and efficiency.</p><p>• Standardize accounts payable procedures across acquired entities to ensure consistency and compliance.</p><p>• Manage the integration of diverse accounts payable systems resulting from acquisitions, ensuring seamless operations and accurate data flow.</p><p>• Collaborate with IT and finance teams to support system enhancements and upgrades that improve accounts payable processes.</p><p>• Ensure that accounts payable operations comply with relevant regulations, internal policies, and contractual obligations.</p><p>• Identify potential risks in the accounts payable process and develop strategies to mitigate those risks.</p><p>• Work closely with procurement, finance, and other relevant departments to streamline processes and resolve any discrepancies related to vendor payments.</p><p>• Serve as a key point of contact for internal stakeholders and external vendors, addressing inquiries and ensuring timely resolution of payment issues.</p><p>• Establish key performance indicators (KPIs) to measure the effectiveness and efficiency of accounts payable processes.</p><p>• Monitor and report on accounts payable performance, providing insights and recommendations to senior management.</p>
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