<p>We are looking for a temporary Financial Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. </p><p><br></p><p>Role & Responsibilities</p><p>We are seeking a Financial Analyst who can support world class strategic and financial planning methods, build long-range operating plans to support business imperatives, develop rolling forecast processes to ensure resources each and every quarter are consumed at maximum effectiveness. You will also help with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of the various planning cycles (annual planning, quarterly forecasts and monthly outlooks), and be the finance point person working a cross-functional team (Sales leadership, Business Operations, and Sales Operations) while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments.</p><p><br></p>
We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
We are looking for a skilled Financial Analyst to join our team on a long-term contract basis in Richardson, Texas. In this role, you will leverage your expertise to support budgeting, forecasting, and financial analysis for multiple departments and retail locations. This position is ideal for someone who thrives on uncovering insights through data and driving actionable financial strategies.<br><br>Responsibilities:<br>• Extract, analyze, and manipulate large datasets from NetSuite to deliver comprehensive financial and business insights.<br>• Develop and refine budgets and long-term forecasts for multiple retail locations and corporate departments.<br>• Enhance financial reporting templates, including those for expense reports, income statements, balance sheets, and general ledger activity.<br>• Evaluate monthly variances in expenses, revenue, and performance across several departments, providing actionable recommendations.<br>• Collaborate with departmental leaders to refine and improve monthly and annual forecasting processes.<br>• Review and optimize data and reporting workflows to ensure accuracy and relevance.<br>• Provide ad hoc financial analysis and reporting support in partnership with brokers and other stakeholders.<br>• Participate in the month-end close process, including reconciling ledgers and preparing detailed reports.
We are looking for a skilled Financial Analyst to join our team in Lewisville, Texas. In this role, you will be responsible for analyzing financial data, developing forecasts, and providing strategic decision support to drive business growth. This position offers the opportunity to work on a variety of projects, collaborate with different departments, and contribute to key company initiatives.<br><br>Responsibilities:<br>• Create comprehensive five-year forecasts for growth opportunities related to acquisitions, greenfield, and brownfield projects.<br>• Partner with operations teams to formulate growth strategies and analyze the financial performance of past acquisitions.<br>• Provide decision support for capital expenditure projects, lease renewals, and facility integrations, ensuring alignment with organizational goals.<br>• Build and maintain detailed financial models and analyses to guide strategic business initiatives.<br>• Manage monthly reporting for new center budgets and assess their impact on the fiscal year plans.<br>• Offer insights and recommendations to the corporate development team through thorough financial analysis.<br>• Deliver accurate and timely reports, while contributing to ad-hoc analyses as required.
<p><strong>Financial Analyst</strong></p><p><strong> Full Time Engagement Professionals Practice</strong></p><p>Robert Half is seeking a <strong>Financial Analyst</strong> to join our Full Time Engagement Professionals practice. This role offers the stability of full time employment while providing the opportunity to support organizations on a variety of accounting and finance projects across the Fort Worth market.</p><p>Our consultants partner with organizations during periods of growth, system transitions, and increased workload, providing support with financial reporting, general ledger activity, and month end close processes.</p><p>This role is ideal for a finance professional who enjoys working across both accounting and analytical functions and is comfortable stepping into different environments to support business operations.</p><p><strong>Responsibilities</strong></p><p>Support client organizations with financial and accounting functions including:</p><p>Assist with month end close processes and journal entries</p><p> Prepare and analyze financial reports and supporting schedules</p><p> Perform account reconciliations and general ledger analysis</p><p> Support budgeting and forecasting activities</p><p> Analyze financial data and identify trends or variances</p><p> Assist with financial reporting and management reporting packages</p><p> Support ERP system transitions or data clean up projects</p><p> Partner with accounting teams to improve reporting processes and controls</p><p><br></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>
<ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contribution</li><li>Generous paid time off and holidays</li><li>Opportunity to work closely with senior leadership in a high-impact role</li></ul><p><br></p>
We are looking for a Senior Financial Analyst to join our dynamic team in Dallas, Texas. This role requires a strategic thinker with a strong financial background to analyze data, develop models, and provide actionable insights that enhance business decision-making. The ideal candidate will have a proven ability to work collaboratively across teams and deliver high-quality financial reporting and analysis.<br><br>Responsibilities:<br>• Develop comprehensive financial models to evaluate business performance and provide actionable recommendations to leadership.<br>• Prepare and support monthly, quarterly, and annual financial reporting cycles, ensuring accuracy and timeliness.<br>• Utilize advanced Excel functions and financial systems to analyze large datasets and uncover meaningful insights.<br>• Collaborate with cross-functional teams, including accounting and advisory finance, to understand financial variances and improve forecasting.<br>• Consolidate global financial results and articulate key performance drivers, highlighting risks and opportunities.<br>• Identify and implement process improvements to streamline, automate, and standardize financial workflows.<br>• Provide clear and concise explanations of complex financial data to stakeholders in straightforward situations.<br>• Lead by example, fostering a positive and productive work environment aligned with organizational values.<br>• Work within established procedures to meet deadlines and achieve financial objectives.<br>• Monitor and enhance the quality of financial outputs produced by the team.
<p>We are looking for an experienced Senior Financial Analyst to join our team in Richardson, Texas. In this long-term contract role, you will play a pivotal part in developing and managing budgets and forecasts for a portfolio of over 200 entities, as well as contributing to corporate office financial planning. This position offers an excellent opportunity for a skilled analyst to apply their expertise in financial modeling and analysis.</p><p><br></p><p>Responsibilities:</p><p>• Extract and analyze financial data from NetSuite to support budgeting and forecasting activities.</p><p>• Utilize and refine existing Excel-based financial models for multi-entity operations.</p><p>• Develop long-term budgets and forecasts for restaurants spanning a 3-4 year horizon.</p><p>• Prepare departmental budgets and forecasts specific to the corporate office.</p><p>• Conduct variance analysis to identify discrepancies and opportunities for improvement.</p><p>• Perform ad hoc financial analyses to address evolving business needs.</p><p>• Apply advanced data mining techniques to uncover actionable insights.</p><p>• Collaborate with stakeholders to ensure alignment on financial goals and strategies.</p><p>• Present findings and recommendations to leadership for informed decision-making.</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 an experienced Senior Financial Analyst to join our team in Fort Worth, Texas. This long-term contract position involves supporting workforce cost tracking and position management while ensuring the accuracy of financial data and reporting. The ideal candidate will have a strong background in data analysis, reporting, and trend evaluation.<br><br>Responsibilities:<br>• Validate and process position change requests to ensure alignment with approved headcount movements.<br>• Reconcile headcount changes and maintain accurate documentation across various position identifiers.<br>• Create and maintain dashboards to summarize trends related to position and rate changes.<br>• Conduct monthly reporting and analysis, including reviewing open rates and identifying rate variances.<br>• Analyze structured datasets to support financial reporting and decision-making.<br>• Collaborate with the finance team to provide insights into workforce cost tracking.<br>• Perform detailed variance analysis to identify discrepancies and recommend solutions.<br>• Utilize data mining techniques to uncover trends and enhance reporting processes.<br>• Prepare ad hoc financial analyses to support organizational objectives.
We are looking for a highly skilled Senior Financial Analyst to join our team in Coppell, Texas. This role involves providing critical financial insights and analysis to support decision-making across the organization. The ideal candidate will have a strong background in financial modeling, reporting, and analysis, with the ability to collaborate effectively with various departments.<br><br>Responsibilities:<br>• Prepare detailed monthly financial reports, dashboards, and performance analyses to inform internal stakeholders.<br>• Facilitate the annual budget and monthly forecasting processes by gathering data, updating templates, and verifying inputs.<br>• Conduct variance and trend analysis on revenue and expenses, highlighting significant deviations from budget or prior periods.<br>• Develop and maintain accurate store-level financial models, incorporating key metrics such as sales, labor, and expenses.<br>• Collaborate with departments to gather necessary data and ensure consistency in reporting requirements and assumptions.<br>• Execute ad hoc financial analyses and special projects by organizing and presenting data in a clear and structured manner.<br>• Identify opportunities for process improvement within the Finance function and assist in documenting workflows.<br>• Provide actionable insights to enhance financial performance and operational efficiency.
<p>We are looking for a Senior Financial Reporting Analyst to join our team in Dallas, Texas. In this role, you will oversee the preparation of external financial reports, manage complex accounting processes, and ensure compliance with relevant accounting standards. This position is ideal for a self-motivated, detail-oriented individual who excels in critical thinking and thrives in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare quarterly and annual financial reports, including 10-K and 10-Q filings, along with supporting documentation.</p><p>• Develop and update financial statements, including cash flow analyses and supplementary schedules.</p><p>• Collaborate with internal teams to gather required information for financial reporting and compliance.</p><p>• Manage monthly consolidation of financial results and maintain detailed reconciliations.</p><p>• Administer lease accounting processes under ASC 842, ensuring accurate schedules and reconciliations with the general ledger.</p><p>• Analyze and prepare journal entries and account reconciliations during monthly accounting close cycles.</p><p>• Research and document technical accounting conclusions for complex transactions and new standards.</p><p>• Assist with external audits by providing necessary schedules and documentation.</p><p>• Evaluate opportunities to improve reporting workflows and automate processes using internal systems.</p><p>• Support technical accounting areas such as revenue recognition, debt modifications, and impairment assessments.</p>
<p>We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices.</p><p><br></p><p>Responsibilities:</p><p>• Design and manage financial models to support forecasting, budgeting, and scenario analysis.</p><p>• Perform detailed analyses of investment data to identify trends, risks, and opportunities.</p><p>• Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Evaluate potential investments and acquisitions to support business growth.</p><p>• Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information.</p><p>• Develop dashboards and reports to enhance insights into financial performance.</p><p>• Utilize programming tools like Python or R to automate processes and improve operational efficiency.</p><p>• Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets.</p><p>• Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
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 an Accounts Payable Analyst to join our team in Carrollton, Texas. In this role, you will handle critical functions such as invoice processing, vendor relations, and payment disbursement while ensuring compliance with company policies. This position offers an opportunity to work in a dynamic environment, contributing to accurate financial operations and reporting.<br><br>Responsibilities:<br>• Process and verify invoices for accuracy, proper coding, and necessary approvals.<br>• Perform two-way or three-way matching between invoices, purchase orders, and packing slips.<br>• Investigate and resolve invoice discrepancies by collaborating with vendors and internal teams.<br>• Enter invoices into the system with appropriate general ledger accounts, departments, and job codes.<br>• Prepare payment batches including checks, wires, and credit card transactions while monitoring cash flow.<br>• Maximize early payment discount opportunities and ensure timely disbursements.<br>• Respond to vendor inquiries promptly and maintain clear and attentive communication.<br>• Reconcile vendor statements and follow up on outstanding balances or credits.<br>• Generate accounts payable reports to provide insights into spending trends and key performance indicators.<br>• Support compliance by ensuring adherence to approval workflows and internal controls related to invoice processing and payment authorization.
We are looking for a detail-oriented Business Analyst to join our team in Dallas, Texas. In this role, you will bridge the gap between business needs and technical solutions by gathering requirements, analyzing data, and supporting system workflows. Your expertise in documentation and communication will be instrumental in ensuring project success across multiple teams.<br><br>Responsibilities:<br>• Gather, document, and organize business requirements to support project goals.<br>• Develop user stories, acceptance criteria, and use cases to guide system development.<br>• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.<br>• Perform data validation and reconciliations using tools such as Excel.<br>• Verify business rules against system data and assist in creating data dictionaries.<br>• Acquire knowledge of system workflows and document end-to-end processes.<br>• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.<br>• Draft detailed meeting notes, track open questions, and coordinate follow-ups.<br>• Assist in creating and executing test plans, logging defects, and validating fixes.<br>• Support go-live activities by ensuring system readiness and defect resolution.
<p>We are looking for an experienced Senior Financial Analyst to provide financial expertise and support for cybersecurity initiatives within a leading manufacturing company. Based in Plano, Texas, this role offers the opportunity to work on a long-term contract basis while contributing to key financial operations and strategic projects.</p><p>This is a 12-month contract position</p><p>Hybrid work schedule</p><p><br></p><p><strong><u>Financial Coordinator/Sr Financial Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Conduct detailed financial analyses to support decision-making for cybersecurity projects.</p><p>• Manage and monitor budgets to ensure compliance with financial goals and objectives.</p><p>• Prepare and present financial reports to stakeholders, highlighting insights and recommendations.</p><p>• Collaborate with cross-functional teams to align financial strategies with business objectives.</p><p>• Perform ad hoc financial analyses to address urgent business needs and provide actionable insights.</p><p>• Evaluate financial performance by analyzing trends, variances, and key metrics.</p><p>• Support forecasting and planning processes to ensure accurate financial projections.</p><p>• Identify opportunities for cost optimization and efficiency improvements.</p><p>• Ensure adherence to financial regulations and company policies in all activities.</p>
<p>We are looking for a detail-oriented Risk Analyst to join our team in North Dallas, Texas. This role is vital in ensuring compliance with insurance, bonding, and licensing requirements across various projects. The ideal candidate will excel in analyzing financial data and managing documentation to maintain regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.</p><p>• Assess subcontractor insurance and compliance documentation to verify adherence to standards.</p><p>• Manage commercial insurance compliance, including general liability and casualty coverage.</p><p>• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.</p><p>• Assist with bond requests and evaluate contract values to ensure proper coverage.</p><p>• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.</p><p>• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.</p><p>• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.</p>
Our client is seeking a Senior FP&A Analyst to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth. 🌟 Why You’ll Love This Role: · Culture of Excellence: Join a tenured FP&A/Finance team with a wealth of expertise to learn from. · Entrepreneurial Spirit: Collaborate on business transformation initiatives that use technology to improve processes and procedures. · Your Voice Matters: Work closely with corporate leadership and see your ideas in action. · Career Growth: Significant opportunities for learning, development, and leadership within the organization. · Dynamic Work Environment: Fast-paced, varied days where you’ll tackle exciting challenges. · Work-Life Balance: Prioritize productivity without losing sight of your well-being. 💼 Key Responsibilities Financial Planning & Analysis · Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals · Analyze financial results, identify trends, and deliver actionable insights to senior leadership · Collaborate with other departments to optimize workforce planning and productivity · Serve as a subject matter expert in financial systems and policy interpretation · Advise senior FP&A and business leaders on risks, opportunities, and long-range planning Reporting & Data Tracking · Oversee creation of performance dashboards and executive-level reports · Prepare materials for executive reviews and strategic discussions · Recommend action plans to improve business performance · Drive continuous improvement in reporting processes and data governance
<p><strong>Senior Accounting Analyst </strong></p><p><br></p><p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a <strong>Senior Accounting Analyst</strong> to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment.</p><p><br></p><p>This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership.</p><p><br></p><p>My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and <strong>the opportunity to either work remote, hybrid or in office, your choice!</strong></p><p><br></p><p>For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Accounting Analyst will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.</p><p>The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul><p><br></p>
We are looking for an experienced Financial Reporting Manager to join our team in Dallas, Texas. This long-term contract position offers an opportunity to work on complex financial projects, including supporting the integration of newly acquired assets. The ideal candidate will bring expertise in financial reporting, reconciliation, and consolidation, with a proven track record of delivering accurate and timely results.<br><br>Responsibilities:<br>• Conduct working capital reconciliations, including research and posting of necessary adjustments.<br>• Collaborate with the team to prepare and review purchase accounting entries.<br>• Update and maintain consolidated reporting models to reflect newly acquired assets, covering areas such as cash flow and asset management.<br>• Set up and test foreign currency functionalities within the consolidation model.<br>• Develop new cash flow reporting requirements for foreign entities to comply with audit standards.<br>• Handle ongoing purchase accounting tasks, such as intangible asset amortization and related entries.<br>• Support the preparation and consolidation of financial statements, ensuring accuracy and compliance.<br>• Analyze financial data to assist with goodwill impairment assessments and related calculations.<br>• Utilize advanced Microsoft Excel functions to streamline reporting processes and data analysis.<br>• Ensure all financial reporting aligns with applicable regulations and organizational standards.
We are looking for a skilled Financial Reporting Manager to join our team on a long-term contract basis in Dallas, Texas. In this role, you will take on key responsibilities related to financial reporting and reconciliation, focusing on integrating newly acquired assets into consolidated models. This is an exciting opportunity for a detail-oriented individual to contribute to a dynamic environment while leveraging their expertise in financial analysis and reporting.<br><br>Responsibilities:<br>• Conduct working capital reconciliations, including researching discrepancies and posting necessary adjustments.<br>• Prepare and review purchase accounting entries, collaborating with the team to ensure accuracy.<br>• Update consolidated reporting models to reflect newly acquired assets, including cash flow and asset allocation adjustments.<br>• Configure and test foreign currency transactions within the consolidation model to ensure compliance.<br>• Develop and implement new cash flow requirements for foreign entities to meet additional audit standards.<br>• Assist with ongoing entries related to purchase accounting, such as intangible asset amortization.<br>• Analyze and consolidate financial statements to ensure accuracy and compliance with reporting standards.<br>• Support goodwill impairment testing and purchase price allocation processes.<br>• Utilize advanced Microsoft Excel functions to streamline financial reporting and analysis tasks.<br>• Collaborate with stakeholders to address and resolve complex financial reporting challenges.