Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts. Oversee cash flow documentation, resolving investor queries swiftly. Partner with third-party admins for subscriptions, redemptions, AML/KYC. Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers. Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support. Stellar communication and organization. CRM/Microsoft Office savvy. Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! <br> The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!
<p>We are looking for an experienced Tax Manager to join our team in Colleyville, Texas or Plano, Texas. This role involves overseeing the preparation of intricate tax returns, managing client relationships, and providing strategic tax planning solutions. The ideal candidate will have a strong background in corporate tax, entity formation, and tax compliance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns, including corporations, partnerships, trusts, and estates.</p><p>• Lead and mentor staff to ensure quality and timely completion of tax-related tasks.</p><p>• Develop and maintain strong relationships with clients, serving as a trusted advisor for their tax needs.</p><p>• Collaborate with clients to identify opportunities for strategic tax planning and optimization.</p><p>• Ensure compliance with federal and state tax regulations while minimizing risks.</p><p>• Utilize tax software such as CCH ProSystem Fx to streamline tax preparation processes.</p><p>• Stay updated on tax laws and regulations to provide accurate guidance.</p><p>• Assist in entity formation and restructuring to align with tax strategies.</p><p>• Conduct annual income tax provisions and related reporting.</p><p>• Address and resolve any tax-related issues or discrepancies efficiently.</p>
We are looking for a detail-oriented and experienced Senior Internal Auditor to join our team in Dallas, Texas. In this role, you will take a leadership position in conducting audits, evaluating operational processes, and ensuring compliance with internal controls. This is an exciting opportunity to contribute to the development of audit strategies and help safeguard company assets while fostering process improvements.<br><br>Responsibilities:<br>• Provide training and mentorship to audit staff on methodologies and technologies to enhance team capabilities.<br>• Oversee audit team activities, ensuring deliverables meet quality standards and deadlines.<br>• Collaborate on the development of annual audit plans for various divisions and schedule audits accordingly.<br>• Conduct comprehensive reviews of contracts, operations, and business processes to assess risks and evaluate control measures.<br>• Perform financial assessments to ensure accuracy and compliance.<br>• Analyze accounting and operational policies, recommending improvements to strengthen controls and optimize processes.<br>• Present audit findings to management and gain agreement on necessary actions.<br>• Prepare detailed reports summarizing audit results and recommendations for improvement.<br>• Monitor the implementation of action plans by management to ensure timely resolution of identified issues.<br>• Support special investigations and ad hoc assignments as requested by senior audit leadership.
<p>We are looking for a skilled Audit Senior to join our team in Dallas, Texas. The ideal candidate will bring a strong background in public accounting and auditing standards, coupled with excellent analytical and leadership abilities. This role offers the opportunity to work closely with clients and management, ensuring high-quality audit services.</p><p><br></p><p>Responsibilities:</p><p>• Perform comprehensive audits in accordance with U.S. GAAP and Generally Accepted Auditing Standards (GAAS).</p><p>• Utilize audit software tools, such as ProSystem fx Engagement, to streamline audit processes.</p><p>• Collaborate directly with company management and clients to address audit requirements and ensure compliance.</p><p>• Conduct Sarbanes-Oxley testing and evaluate IT general controls (ITGC).</p><p>• Manage multiple assignments simultaneously while maintaining accuracy and attention to detail.</p><p>• Provide guidance and leadership to less experienced team members, fostering their growth and development.</p><p>• Analyze complex financial data to identify potential risks and recommend solutions.</p><p>• Ensure timely completion of audit engagements while maintaining high-quality standards.</p><p>• Travel on-site to client locations as needed to perform audit procedures.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
We are looking for a highly skilled Controller to join our team in Dallas, Texas. In this role, you will take ownership of financial reporting, accounts payable, billing operations, and compliance support. You will collaborate closely with leadership and other departments to ensure accuracy and efficiency in all financial processes.<br><br>Responsibilities:<br>• Supervise general ledger activities, including journal entries, account reconciliations, and month-end closings.<br>• Prepare accurate financial statements on a monthly, quarterly, and annual basis, adhering to organizational standards.<br>• Lead budgeting and forecasting efforts by analyzing financial data and providing actionable insights to leadership.<br>• Design and enforce internal controls, policies, and procedures to ensure compliance and operational efficiency.<br>• Manage the accounts payable cycle, including invoice processing, approvals, and timely payments.<br>• Oversee accounts receivable and corporate credit card transactions, ensuring proper documentation and accuracy.<br>• Handle advisory fee calculations and billing processes, maintaining alignment with reporting systems and client agreements.<br>• Collaborate with client service teams to address billing discrepancies and respond to client inquiries effectively.<br>• Coordinate with external tax firms for filings and ensure compliance with audit and regulatory requirements.<br>• Maintain detailed records for equity plans, partner capital accounts, and ownership changes.
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
We are looking for an experienced Audit Manager to join our team in Dallas, Texas. In this role, you will oversee audit engagements, ensure compliance with meticulous standards, and provide valuable insights to clients. This position offers an opportunity to lead a team and make meaningful contributions to the firm’s success.<br><br>Responsibilities:<br>• Oversee the preparation and review of tax returns, ensuring accuracy and compliance while delegating tasks as needed.<br>• Manage engagement budgets, ensuring projects are completed efficiently and within time constraints.<br>• Review and approve engagement letters drafted by staff before submission to partners.<br>• Prepare client invoices, communicate fee details, and support the collection process for overdue accounts.<br>• Ensure financial statements and management letters meet firm and high-quality standards, maintaining adherence to all relevant guidelines.<br>• Keep partners informed of key developments in engagements and proactively address challenges with actionable solutions.<br>• Communicate engagement progress, issues, and resolutions to clients in a timely and precise manner.<br>• Conduct or supervise technical research on complex accounting issues, ensuring timely adoption of new regulations and standards.<br>• Stay updated on economic, political, and legislative trends that may impact clients’ business environments.
<p>We are looking for a detail-oriented Tax Audit Analyst to join our team in Plano, Texas. In this role, you will contribute to the integrity of our tax processes by ensuring compliance with internal controls, maintaining clear communication, and managing audit activities effectively. This position provides an excellent opportunity to develop technical expertise in tax auditing while collaborating across various levels of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Uphold company policies and procedures by adhering to the established internal controls within the Tax Department.</p><p>• Foster clear and effective communication with employees, external providers, and government representatives at all levels.</p><p>• Prepare and distribute audit-related reports and data in a timely manner to support efficient processing.</p><p>• Maintain and update the audit log to track progress and ensure accurate documentation of ongoing and completed audits.</p><p>• Cross-train for other Tax Analyst roles to serve as a backup resource when needed.</p><p>• Conduct research on tax-related inquiries to enhance technical knowledge and remain informed of industry best practices.</p><p>• Follow company document management and retention policies to ensure compliance.</p><p>• Participate in development activities, such as workshops, reviewing publications, and networking within relevant organizations.</p><p>• Work extended hours as required to meet deadlines during peak periods.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a Sr. Financial Analyst to join our team in Dallas, Texas, where you will play a critical role in supporting financial operations and decision-making processes. This position requires an analytical thinker who can provide valuable insights to leadership and help drive efficiency across the organization. You will work closely with various teams to ensure accurate reporting and analysis while contributing to long-term financial planning.<br><br>Responsibilities:<br>• Deliver comprehensive financial analysis to assist system leadership, regional financial officers, and other stakeholders in optimizing operational efficiency.<br>• Generate both ad hoc and ongoing financial reports using tools such as Syntellis Axiom and Power BI.<br>• Prepare detailed presentations and reports for annual budgets, rolling projections, and long-term financial planning processes.<br>• Facilitate finance-related training sessions for organizational staff to enhance their understanding of financial principles.<br>• Collaborate with finance and clinical teams to ensure the accuracy and reliability of financial data and analyses.<br>• Stay updated on industry trends and best practices by participating in educational programs and relevant organizations.<br>• Support strategic initiatives by identifying cost-saving opportunities and areas for improvement.<br>• Contribute to data mining efforts to uncover actionable insights for financial modeling and forecasting.
We are looking for a detail-oriented Accounts Payable Specialist to join our team in Plano, Texas. In this role, you will manage high-volume invoice processing and ensure accuracy in financial transactions across multiple locations. The ideal candidate will bring strong critical thinking skills, advanced Excel proficiency, and the ability to take initiative in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Process a high volume of invoices monthly, ensuring accuracy and coding to the correct general ledger accounts.<br>• Manage financial transactions across multiple locations, including purchase order processing and invoice approvals.<br>• Handle vendor communications, resolve inquiries, and maintain updates in the accounts payable inbox.<br>• Set up new vendors and ensure compliance with company policies and procedures.<br>• Utilize advanced Excel functions such as pivot tables, VLOOKUPs, and SUMIFs to create detailed spreadsheets and reports for senior leadership.<br>• Export and analyze data from accounts payable systems, breaking down information into meaningful insights.<br>• Contribute to the implementation and optimization of accounts payable software, including handling ad hoc projects.<br>• Take ownership of assigned tasks and proactively identify areas for improvement in processes.<br>• Collaborate with a small accounts payable team to ensure timely and accurate completion of workflows.
We are looking for a detail-oriented Accounts Payable Specialist to join our team in Allen, Texas. This Contract to permanent position offers an excellent opportunity to contribute to financial operations while developing your skills in accounts payable processes. The ideal candidate will have a strong background in invoice management, coding, and payment processing.<br><br>Responsibilities:<br>• Process and review invoices for accuracy, ensuring proper account coding and timely payments.<br>• Manage vendor communications and resolve discrepancies related to payment issues.<br>• Utilize Automated Clearing House (ACH) for efficient payment processing.<br>• Maintain and organize accounts payable records for easy access and compliance.<br>• Monitor and manage the accounts payable inbox, addressing queries and forwarding relevant documents.<br>• Collaborate with team members to reconcile accounts and ensure financial accuracy.<br>• Support month-end closing activities by providing necessary documentation and reports.<br>• Optimize accounts payable workflows using tools like OGsys and Microsoft Excel.<br>• Identify opportunities for improving efficiency within the accounts payable process.<br>• Assist in audits by preparing and providing necessary financial information.
We are looking for an experienced Tax Manager or Senior Manager to join our dynamic team in Dallas, Texas. In this role, you will oversee the preparation and review of tax returns, ensuring accuracy and compliance while mentoring staff and managing client relationships. This is an excellent opportunity to contribute your expertise in tax planning, compliance, and leadership within a collaborative CPA firm environment.<br><br>Responsibilities:<br>• Review tax returns prepared by staff, identify potential issues, and conduct research to provide effective solutions.<br>• Manage the tax return preparation workflow to ensure accuracy, completeness, and timely submission.<br>• Handle complex tax returns, including individual, trust, corporate, partnership, and S-Corp filings, as well as state income tax returns.<br>• Supervise engagement phases such as planning, budgeting, staff direction, and performance monitoring against established goals.<br>• Prepare detailed personal tax projections using specialized software.<br>• Communicate with taxing authorities to address and resolve client issues, including drafting response letters for partner review.<br>• Assist with client billing processes and prepare various reports and special projects as required.<br>• Stay informed on economic trends and potential tax legislation changes that could impact clients or the business environment.<br>• Support staff development by participating in recruiting, performance evaluations, career mentoring, and training programs.<br>• Contribute to the firm's growth by expanding service offerings and building strong relationships with current and prospective clients.
We are looking for a skilled Accounts Receivable Specialist to join our team on a contract basis in Dallas, Texas. In this role, you will oversee the complete accounts receivable cycle, support payroll processing, and ensure administrative accuracy in a fast-paced environment. The position requires proficiency with Sage 300, strong organizational abilities, and attention to detail.<br><br>Responsibilities:<br>• Manage all aspects of the accounts receivable cycle, including invoicing, payment posting, and account reconciliations.<br>• Generate and distribute accurate customer invoices promptly.<br>• Apply cash receipts, organizational payments, and credit card transactions using Sage 300.<br>• Monitor customer accounts, address overdue balances, and resolve billing discrepancies.<br>• Maintain precise customer records and prepare aging reports.<br>• Assist with month-end close activities and produce monthly accounts receivable reports.<br>• Support payroll processing by reviewing timesheets, employee records, and payroll data for accuracy.<br>• Handle payroll adjustments, deductions, garnishments, and respond to employee inquiries.<br>• Ensure compliance with payroll regulations and maintain payroll records according to company policies.<br>• Collaborate with internal teams to address billing issues and maintain system integrity in Sage 300.
<p>We are looking for a Senior Field Financial Analyst to join our team in Dallas, Texas. In this role, you will act as a strategic financial partner, delivering insights to drive profitability and operational improvements at the market level. This position requires a keen ability to translate complex financial data into actionable recommendations and collaborate across teams to achieve organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Regional Vice President and their team to provide financial guidance and support.</p><p>• Analyze market-level profitability, operational efficiency, and P& L performance through regular reviews.</p><p>• Identify trends, risks, and opportunities across financial and operational metrics.</p><p>• Develop clear and impactful narratives from complex financial data to inform decision-making.</p><p>• Create and maintain financial dashboards and reports utilizing tools such as Power BI.</p><p>• Assist in forecasting and budgeting by integrating data-driven models with operational insights.</p><p>• Monitor forecast accuracy and perform variance analysis with actionable recommendations.</p><p>• Collaborate with teams across recruitment, business development, and clinical operations to enhance overall efficiency.</p><p>• Conduct in-depth branch-level assessments to uncover improvement opportunities.</p><p>• Provide financial modeling and business case development for market expansion or new service lines.</p>
Overview This position offers the chance to broaden your understanding of various business units while contributing to an international organization. At PSC, the Internal Audit team's mission is to align with the Audit Committee and management by delivering risk-driven assurance and advisory services that enhance operations and provide value across the company. As part of this evolving team, you’ll work under the guidance of our Vice President of Internal Audit, who is spearheading innovation and growth within the function. Responsibilities Audit planning and risk assessment Support the development of the annual internal audit plan with a focus on operational audit priorities. Conduct risk assessments to identify critical operational areas, defining the scope and objectives of audit engagements accordingly. Create and implement detailed audit programs and testing procedures. Audit execution and fieldwork Lead all facets of operational audits, from initial planning and fieldwork to final reporting and follow-up activities. Supervise and guide audit staff, providing training and mentorship to ensure quality and adherence to timelines. Perform interviews, data analysis, and testing to evaluate internal controls and ensure compliance with corporate policies and regulations. Leverage data analytics tools to identify business risks and streamline processes. Reporting and communication Draft comprehensive audit reports that outline findings, offer actionable recommendations, and address efficiencies or risk mitigation strategies. Present audit outcomes to business unit leaders and executive management, actively collaborating to establish remediation plans. Monitor progress and ensure follow-up on the implementation of agreed-upon management actions. Leadership and development Oversee project budgets and timelines, ensuring accountability for deadlines among audit staff. Foster the growth of team members by providing consistent feedback, training, and detail oriented development opportunities. Stay informed on industry regulations, trends, and best practices in operational auditing to maintain expertise.
We are looking for an experienced Internal Audit Manager to join our team in Dallas, Texas. This role is integral in supporting the organization’s commitment to compliance, efficiency, and risk management. The ideal candidate will bring a strategic mindset and a hands-on approach to overseeing audit projects and ensuring alignment with company policies.<br><br>Responsibilities:<br>• Promote and uphold company policies and procedures, fostering a culture of compliance and integrity.<br>• Assist in conducting periodic risk analyses to identify and prioritize audit projects.<br>• Develop comprehensive project-level plans based on risk assessment findings.<br>• Perform audits both in the field and office settings, adapting to changes in assignments and responsibilities.<br>• Lead and manage audit teams, ensuring efficient project planning, scheduling, coordination, and review.<br>• Provide actionable recommendations for process improvements that align with business objectives and gain management approval.<br>• Conduct timely follow-ups on audit findings to ensure implementation of corrective actions.<br>• Communicate audit results effectively to management, operations personnel, senior leadership, and the Audit Committee.<br>• Adhere to quality assurance standards for planning, analysis, documentation, and reporting of audit projects.<br>• Stay informed about industry best practices and introduce relevant improvements to business processes and units.
