<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>
<p>A leading organization is seeking an experienced credit leader to join our regional credit team. This position plays a key leadership role, reporting directly to the Regional Credit Manager. You will provide direct oversight, hiring, training, and supervision for 6 Regional Credit Analysts and Assistants.</p><p>Responsibilities:</p><p>• Supervise daily credit & collections activities to ensure timely collections and accurate account reconciliation</p><p>• Provide training, performance reviews, and team goal setting</p><p>• Prepare weekly AR reports and manage escalated deduction/collections issues</p><p>• Drive process improvements for greater efficiency and quality</p><p>Requirements:</p><p>• 5+ years in commercial credit and collections</p><p>• Prior experience managing a team (6 direct reports)</p><p>• Background in a mid-to-large organization, ideally a distributor or similar industry</p><p>• Strong analytical, communication, and leadership skills</p><p>What We Offer: Excellent benefits package, work-from-home Fridays, competitive pay, and strong opportunities for advancement in a stable, growing company.</p><p><br></p><p><br></p><p>Joe.Faradie at roberthalf com</p><p><br></p><p>This is the best way to apply. Connect with me on linkedin</p>
<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 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&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.
<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 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>
<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>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&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&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>
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.