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50 results for Transaction Success Analyst in Frisco, TX

Senior FP&A Analyst

Dallas, TX
onsite
Permanent / Full Time
100000.00 - 120000.00 USD / Yearly
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
2026-05-01T13:23:43Z

Financial Analyst/Manager

Dallas, TX
onsite
Permanent / Full Time
130000.00 - 140000.00 USD / Yearly
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. Responsibilities:• Partner with the Head of FP& A to evaluate high-priority initiatives and convert strategic objectives into practical financial plans and decision-support models.• Coordinate with leaders across departments to gather inputs, clarify priorities, and keep cross-functional projects moving forward on schedule.• Prepare financial analyses that support budgeting, forecasting, variance review, and broader performance management activities.• Establish and maintain reporting frameworks, KPIs, and operating metrics that help leadership monitor progress and identify risks or opportunities.• Develop presentations and summary materials for senior executives, board discussions, and other high-level business reviews.• Manage the planning cadence for the finance team by organizing deliverables, tracking deadlines, and ensuring follow-through on critical requests.• Consolidate information from multiple data sources to uncover trends, explain business performance, and highlight areas requiring attention.• Support process improvement efforts that increase efficiency, strengthen decision-making, and improve coordination between finance and business partners.
2026-05-06T00:30:47Z

Sr. Financial Analyst

Farmers Branch, TX
onsite
Permanent / Full Time
- USD / Yearly
Role OverviewThis position is part of a centralized FP& A function and serves as a strategic finance partner to senior leadership. The role supports multiple operating segments through financial planning, forecasting, analysis, and executive‑level reporting, with regular interaction across the organization.PKey Contributions<ul><li>Produce recurring financial reporting and analysis used by executive and commercial leadership</li><li>Support annual budgeting and rolling forecast cycles, with opportunity to own specific business areas over time</li><li>Partner with operational leaders to analyze and manage expense drivers</li><li>Develop and maintain financial models to improve forecasting accuracy and efficiency</li><li>Collaborate with FP& A leadership on initiatives to enhance financial processes and reporting scalability</li><li>Work cross‑functionally with analytics and data teams to support reporting accuracy and dashboard maintenance within business intelligence tools</li><li>Assist with monthly performance reviews, including variance analysis and commentary</li><li>Prepare executive‑ready materials, presentations, and ad‑hoc analyses for senior stakeholders</li><li>Contribute to special projects and strategic initiatives as business needs arise</li></ul>Additional NotesThis description is intended to convey the general nature of the role and may be adjusted as business needs evolve.
2026-05-01T13:28:39Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
105000.00 - 115000.00 USD / Yearly
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. Responsibilities: • Lead recurring financial planning and analysis activities, including maintaining reporting models, supporting forecast updates, and ensuring deliverables are completed accurately and on schedule. • Partner with accounting during close cycles by reviewing financial data, validating results, and explaining budget-to-actual and forecast-to-actual variances. • Prepare monthly, quarterly, and annual reporting packages that highlight financial results, business trends, and areas requiring leadership attention. • Perform detailed analysis of operating results, profitability, and spending patterns to support informed decision-making across the organization. • Build and enhance dashboards, presentations, and analytical reports using Excel, Tableau, and other reporting tools to communicate findings effectively. • Monitor key business and financial indicators, and help refine performance measures that track operational and financial outcomes. • Provide responsive support for special projects, scenario modeling, and ad hoc requests from finance leadership and executive stakeholders. • Collaborate with cross-functional partners to gather inputs, understand business drivers, and improve the accuracy and usefulness of financial reporting.
2026-05-06T00:30:47Z

Treasury Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will manage critical treasury functions, including bank account administration, compliance monitoring, and system management. The ideal candidate will contribute to improving operational efficiency while ensuring the accuracy and security of treasury processes. Responsibilities:• Manage and oversee bank accounts, signatory arrangements, and payment processes while administering the Treasury Management System (Kyriba).• Coordinate the full lifecycle of bank account openings, lender deposits, and relationship deposits, including legal reviews, obtaining signatories, and maintaining accurate documentation.• Operate the Treasury services request desk, ensuring prompt and high-quality customer service, and resolve issues by collaborating with banks, IT teams, and Kyriba support.• Ensure compliance with internal controls and workflows related to payments, account openings and closures, and online banking access, while monitoring risks and preparing regular reports.• Conduct periodic reviews of bank health and risk metrics, presenting findings and recommendations to stakeholders.• Lead initiatives to enhance treasury processes, focusing on scalability, accuracy, and reducing cycle times.• Support various ad-hoc projects requiring precision, timeliness, and confidentiality.• Identify opportunities for process improvements and implement solutions to optimize treasury operations. The firm provides an excellent work environment and welcoming culture. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.
2026-04-15T02:13:44Z

Financial Planning & Analysis Manager

Coppell, TX
onsite
Permanent / Full Time
115000.00 - 140000.00 USD / Yearly
Commercial Finance ManagerWe are seeking an experienced Commercial Finance Manager dedicated to supporting the financial aspects of commercial strategy and business growth. This key role bridges financial planning and analysis, pricing, sales effectiveness, and market expansion—enabling both short- and long-term objectives through hands-on partnership with a variety of global teams. Key Responsibilities<ul><li>Develop data-driven pricing models for managed services, working alongside country leaders to ensure proposals match profitability and competitive standards.</li><li>Collaborate with teams in finance, sales, and operations at the country level to adapt pricing frameworks for specific market and regulatory landscapes.</li><li>Analyze feasibility and commercial viability for new market entry, partnering with leaders in emerging markets.</li><li>Shape go-to-market strategies in partnership with product, sales, and operations colleagues, accounting for differing local dynamics.</li><li>Engage regularly with country-based business development teams across several time zones, occasionally requiring flexibility in working hours.</li><li>Perform in-depth financial analysis to inform decisions on packaging of services, contract terms, and customer segmentation.</li><li>Conduct competitive analysis and stay current on industry trends to support pricing and market entry decisions.</li><li>Maintain governance tools and scalable processes for the oversight and evaluation of commercial deals.</li><li>Track, review, and share insights on sales metrics such as revenue, growth, market penetration, and new customer acquisition.</li><li>Deliver presentations and recommendations to executive stakeholders, relying on clear, data-based insights to inform high-level decisions.</li><li>Provide mentorship and training to junior analysts, fostering a culture focused on performance and analytical growth.</li><li>Take ownership of specialized projects and executive reporting as required.</li></ul>
2026-04-09T14:08:44Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
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. • Maintain financial reports, records, and general ledger accounts.• Oversee and maintain employee corporate credit card expenses.• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.• Contribute to the development and review of annual operating budgets and performance projections.• Perform monthly balance sheet reconciliations.• Meet processing and reporting deadlines.• Respond to information requests, review financial statements, and assist with audits.• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and• maintain property tax schedules.• Maintain, verify and track remittance of sales taxes.• Maintain relationships with banks, controlling log on access, reviewing cash usage.• Validate transactions against IRS guidelines.• Ensure compliance with GAAP.• Attend and successfully completes all training required by Concord Church.• Perform other duties as assigned. If interested, please send your resume to [email protected]
2026-04-08T21:18:49Z

Staff Accountant

Dallas, TX
onsite
Temporary to Hire
31.66 - 38.00 USD / Hourly
We are looking for a detail-oriented Staff Accountant to join our team in Dallas, Texas. This Contract to permanent position offers an exciting opportunity to contribute to financial accuracy and process improvement within a dynamic environment. The ideal candidate will bring expertise in accounting practices, reconciliation processes, and financial analysis to ensure the integrity of company accounts and support operational success. Responsibilities: • Conduct thorough analysis and reconciliation of financial accounts, ensuring accuracy and compliance with established standards. • Prepare, post, and record journal entries while maintaining detailed records for month-end and daily reconciliation activities. • Review and process credit card transactions, including charges, payments, receipts, and statements, while resolving discrepancies promptly. • Utilize general ledger systems to manage account balances and support the preparation of financial reports. • Collaborate with internal teams and stakeholders to address issues and provide innovative solutions for process improvements. • Perform balance sheet and bank account reconciliations, ensuring data integrity and identifying opportunities for optimization. • Analyze financial data trends and generate actionable insights that contribute to overall business objectives. • Maintain effective communication with cross-functional teams to foster productive relationships. • Manage high volumes of accounting information across multiple systems, ensuring seamless integration and accuracy.
2026-04-23T18:13:45Z

Director of Financial Planning and Analysis

Fort Worth, TX
onsite
Permanent / Full Time
- USD / Yearly
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. 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. 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! For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] 🔹 Key Responsibilities:• Lead the FP& A function, including budgeting, forecasting, and long-range planning• Partner with the CFO and executive team on strategic financial decisions• Drive advanced financial modeling, scenario planning, and performance analytics• Develop and enhance KPIs, executive reporting, and board-level financial presentations• Support capital allocation, pricing strategy, and business case analysis• Improve forecasting accuracy through systems, automation, and BI tools• Lead and mentor a high-performing FP& A team 🔹 Ideal Background:✔ 10+ years of progressive FP& A / strategic finance experience✔ Current or recent industry experience within financial services, retail and or private equity✔ Leadership experience within complex, high-growth environments✔ Deep expertise in budgeting, forecasting, and financial modeling✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred✔ MBA and CPA, and or CFA is required This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance. 📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.
2026-05-06T16:18:47Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
90000.00 - 110000.00 USD / Yearly
Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance. Why this role:✅<ul><li>PE‑backed healthcare company in growth mode</li><li>Direct exposure to the CFO and executive team</li><li>Flexible hybrid schedule + beautiful new office</li><li>Supportive manager who values work/life balance</li><li>Minimal overtime, no weekends</li></ul>What you’ll do:📊<ul><li>Support financial & operational board decks</li><li>Own key processes (revenue recognition, physician comp)</li><li>Build forecasts, models, and ad hoc analysis</li><li>Partner with operations & revenue cycle teams</li><li>Deliver insights through scenario & sensitivity modeling</li></ul>✨If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.
2026-05-08T13:04:08Z

Senior Accountant

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
Robert Half Finance and Accounting and Kevin Sweet have partnered with a leading manufacturing company with over 40 years of success that is expanding and creating a new Senior Accountant position to support continued growth. With plans to double the size of the business over the next 2–3 years, this role offers significant room for advancement, strong leadership exposure, and the chance to help shape accounting processes as the company scales. This is an excellent opportunity for a hands-on Senior Accountant who enjoys ownership, process improvement, and partnering with operations in a fast-growing environment. Why You’ll Love This Opportunity✨ Be part of an exciting and major growth phase for the company✨ Work directly with leadership and operations✨ Influence systems, processes, and best practices✨ Clear runway for advancement as the company grows My client has a true employee-first culture, treating team members like family while offering excellent benefits and thoughtful perks—including a fully stocked kitchen with drinks and snacks. For additional information and consideration, please contact Kevin Sweet directly at 682-499-1882 or via email at [email protected] Position OverviewThe Senior Accountant is responsible for maintaining accurate financial records and ensuring transactions are recorded in accordance with GAAP. This role oversees key accounting operations, leads the month-end close, performs financial analysis, supports audits, and guides support staff. The position plays a critical role in financial reporting, cost analysis, and future growth initiatives.
2026-04-24T13:23:46Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a strategic Senior Financial Analyst to join our client's Finance & Accounting team in Dallas, Texas. In this role, you will turn financial and operational data into meaningful insights that help guide decisions across a growing multisite company. This position partners closely with leadership and cross-functional teams to support planning, performance analysis, and long-term growth initiatives. Responsibilities:• Create and refine financial models that support business planning, investment decisions, and operational initiatives across multiple restaurant concepts.• Evaluate revenue, expenses, and profitability trends to highlight opportunities for stronger margins and improved financial performance.• Prepare forecasts, scenario analyses, and profit and loss projections related to new locations, promotions, menu changes, and other growth activities.• Combine financial results and key performance indicators from various brands and entities to deliver a clear view of overall business performance.• Lead recurring performance reviews with business partners and present practical recommendations based on financial findings.• Contribute to annual budgeting, long-range planning, and three-statement modeling to support strategic and operational goals.• Assist with capital planning, cash flow analysis, debt-related modeling, and financing support as the organization expands.• Design and enhance dashboards and reporting tools using systems such as Power BI, Oracle EPM, and Hyperion SmartView to improve visibility and decision-making.• Develop quarterly materials for board-level reporting and support period-end close activities, financial reviews, and annual audit preparation.
2026-05-04T20:48:44Z

Sr. Financial Analyst

Irving, TX
onsite
Permanent / Full Time
- USD / Yearly
A growing, innovative organization in the life sciences sector is seeking a Senior Financial Analyst 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. Key Responsibilities<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>Required Qualifications<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>Preferred Qualifications<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>
2026-04-15T13:18:46Z

VP/Director of Finance

Coppell, TX
onsite
Permanent / Full Time
180000.00 - 215000.00 USD / Yearly
We are looking for a strategic finance leader to shape and elevate commercial finance operations for a global service organization based in Coppell, Texas. This role will guide enterprise-wide planning, performance analysis, and pricing insight while creating consistent standards across regions. The ideal candidate brings strong financial leadership, the ability to turn complex data into business decisions, and experience partnering with senior executives to improve revenue and margin performance. Responsibilities: • Build and expand a global commercial finance structure that supports scalable decision-making across markets and business units. • Establish company-wide financial standards, reporting methods, and governance practices to create consistency in commercial analysis and performance measurement. • Develop disciplined approaches for evaluating promotions, discount structures, incentive programs, and other revenue-driving initiatives. • Analyze margin trends across products, customers, and regions to uncover pricing opportunities, cost improvements, and drivers of profitability. • Lead forecasting, scenario planning, and financial modeling efforts to assess commercial strategies and changing market conditions. • Compare commercial performance across regions to identify gaps, surface risks, and recommend actions that strengthen business results. • Partner with pricing and commercial leadership to improve understanding of revenue trends, market performance, contract compliance, and margin outcomes. • Direct annual revenue planning, budgeting, and rolling forecast activities for global commercial teams, ensuring alignment with financial targets and strategic priorities. • Drive ongoing enhancements to finance tools, analytics, and processes that improve reporting quality, insight generation, and adoption across international teams.
2026-04-27T19:18:45Z

FP&A Analyst

Plano, TX
onsite
Permanent / Full Time
- USD / Yearly
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. Responsibilities: • Develop and maintain financial models to support cash flow forecasting and strategic planning. • Utilize Power BI and Excel to analyze complex financial data and create actionable reports. • Collaborate with cross-functional teams to gather data and improve financial processes. • Conduct thorough analysis of financial statements to identify trends and variances. • Support budgeting and forecasting activities to align with organizational goals. • Provide insights and recommendations to improve financial performance and efficiency. • Contribute to business analysis efforts by evaluating systems and data flow. • Assist in preparing presentations for stakeholders based on financial findings. • Monitor compliance with financial regulations, including the Bank Secrecy Act. • Ensure accurate and timely reporting of financial metrics.
2026-05-01T13:23:43Z

Sr. Financial Analyst

Plano, TX
onsite
Permanent / Full Time
- USD / Yearly
<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>
2026-05-01T13:23:43Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will play a pivotal part in analyzing financial data, preparing reports, and contributing to the accuracy and integrity of our financial operations. Your expertise will help drive informed decision-making and enhance reporting efficiency. Responsibilities:• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.• Conduct variance analysis to identify significant revenue, margin, and expense trends.• Develop and refine standardized reporting templates to support efficient financial operations.• Prepare comprehensive materials for internal meetings and external partner reviews.• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.• Adhere to file management, documentation, and version control standards to maintain data integrity.• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates. If interested, please send your resume to [email protected]
2026-04-08T21:28:48Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
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. Responsibilities: • Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans. • Maintain and update forecasting models to reflect actual results and revised assumptions. • Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses. • Monitor performance against budget and forecast, identifying and explaining significant variances. • Generate comprehensive financial reports, dashboards, and schedules for management review. • Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends. • Analyze financial outcomes by customer, department, and business unit to support strategic business reviews. • Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues. • Perform customer and contract-level financial analyses, including revenue and margin tracking. • Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
2026-05-08T13:04:08Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment. Responsibilities:• Analyze financial data to identify trends, variances, and opportunities for improvement.• Prepare detailed reports and presentations to support key business decisions.• Evaluate fixed income securities and conduct loan valuations.• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.• Utilize advanced Microsoft Excel techniques for data analysis and modeling.• Ensure compliance with accounting standards and economic principles in all analyses.• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.• Coordinate multiple projects simultaneously while adhering to strict deadlines.• Maintain detailed documentation using tools like Confluence and Crystal Reports.• Contribute to capital management processes by providing actionable insights.
2026-04-24T13:23:46Z

FP&A Manager

Plano, TX
onsite
Permanent / Full Time
- USD / Yearly
This is NOT a REMOTE position and only local DFW candidates will be considered. Help Shape the Financial Future of a Rapidly Scaling Healthcare OrganizationThis newly created FP& A Manager role is an opportunity to step into a high‑impact, highly visible position within a fast‑growing healthcare organization that is actively acquiring and expanding across multiple locations. We are looking for an eager and analytical FP& A Manager who can translate complex financial and operational data into clear, compelling insights — and present those insights to senior leadership, executives, and operations. If you bring healthcare and/or multi‑site experience, thrive in fast‑paced environments, and like to be close to the business, this role offers exposure, influence, and a front‑row seat to scale. Why This Role Stands Out<ul><li>Highly visible position with regular interaction across executive leadership</li><li>Operates in the rapidly growing healthcare space, with strong PE backing and ongoing acquisitions</li><li>Reports directly to the VP of FP& A</li><li>Attractive, modern office space with amenities and views</li></ul>What You’ll OwnMonthly Financial Package & Executive Reporting<ul><li>Own the full lifecycle of the monthly financial reporting package across multiple service lines and/or locations</li><li>Prepare and present financial results, trends, and insights directly to Business Leaders, Executives and the Board</li><li>Develop polished presentations and reporting decks using PowerPoint</li><li>Ensure accuracy, consistency, and clarity across all financial deliverables</li><li>Clearly explain complex financial concepts in simple, actionable terms for non‑financial leaders</li></ul>Financial & Operational Analysis<ul><li>Lead analysis of key financial and operational performance metrics, including:</li><li>Financial ratios and margin performance</li><li>Revenue trends, forecasting, and variance analysis</li><li>Provider productivity and compensation‑related metrics</li><li>Identify trends, risks, and opportunities for improvement and proactively recommend actions to leadership</li></ul>Data, Modeling & Reporting Tools<ul><li>Build and maintain financial models to support forecasting, budgeting, operational planning, and strategic initiatives</li><li>Work extensively in Excel, including advanced formulas, pivot tables, modeling, and scenario analysis</li><li>Pull, clean, reconcile, and validate data from multiple financial, operational, and clinical systems</li><li>Investigate data anomalies and validate assumptions to ensure leadership receives accurate, reliable information</li></ul>Strategic Partnership & Knowledge Enablement<ul><li>Serve as a trusted financial partner to operations, business unit leadership, and executive teams</li><li>Respond to complex financial questions with clarity, confidence, and data‑backed insights</li><li>Demonstrate the ability to learn quickly in a dynamic environment</li><li>Teach and guide leaders and stakeholders on how to use, interpret, and apply financial reports and metrics</li></ul>
2026-04-20T21:48:43Z

Financial Technical Operations Analyst

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
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. Responsibilities:• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.• Offer strategic financial guidance to leadership while supporting decision-making processes.• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.• Work closely with external auditors to provide necessary documentation during audits.• Prepare and distribute monthly profit and loss statements to executive and local management.
2026-05-01T13:28:39Z

Banking Project Manager (contract position)

Dallas, TX
onsite
Temporary / Contract
75.00 - 75.00 USD / Hourly
We are looking for a skilled Banking Project Manager with expertise in mergers and acquisitions to lead a high-impact integration project in Dallas, Texas. This long-term contract position involves managing the migration of banking platforms, overseeing customer data conversions, and ensuring seamless project execution. The ideal candidate will play a critical role in driving strategic initiatives and delivering exceptional results in a fast-paced environment.This is a 6+ month contract positionHybrid work schedule: 3-4 days onsite in Dallas, TX office 75225Must have Banking industry experienceMust have banking client conversion experience (mergers & acquisitions experience)Must have experience with FIS platforms: Digital-One or IBS Banking Project Manager (contract position):Responsibilities:• Lead the planning and execution of bank acquisition and integration projects, ensuring all deliverables align with organizational goals.• Manage the migration of customer data and banking platforms, including online banking and deposit account conversions.• Collaborate with cross-functional teams to develop test plans, cutover strategies, and ensure timely project delivery.• Communicate changes effectively to internal and external stakeholders, addressing platform updates and process modifications.• Identify potential risks and implement mitigation strategies, escalating critical issues to leadership as needed.• Support business transformation efforts by contributing to portfolio and deposit transaction growth during acquisition activities.• Oversee command center operations during key cutover and migration phases, with onsite presence as required.• Facilitate workshops and working groups, ensuring collaboration across departments and stakeholders.• Provide comprehensive project reporting and documentation to senior management, ensuring transparency and accountability.• Drive excellence in change management, fostering smooth transitions and stakeholder satisfaction.
2026-04-08T20:13:44Z

Tax Manager

Rockwall, TX
onsite
Permanent / Full Time
125000.00 - 150000.00 USD / Yearly
We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm. Responsibilities: • Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem. • Maintain and review complex financial records for clients using accounting software like QuickBooks. • Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members. • Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner. • Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies. • Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes. • Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency. • Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.
2026-04-24T13:18:43Z

Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
- USD / Yearly
Robert Half Finance and Accounting is the world's recognized leader in full-time financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, and taxation. Our relationships with top companies ensure our candidates enjoy competitive pay and challenging assignments with the best career opportunities. Robert Half is a division of Robert Half International, which is included among Fortune magazine's list of "America's Most Admired Companies". To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) General Summary (overview of position and group responsibility)We are seeking an Accountant with 1-2 years experience for the Financial Reporting department to perform all duties required to close the consolidated Fund on a monthly basis and to prepare the financial statements. Additional tasks may include assisting the audit and tax groups on a periodic basis. Position Responsibilities & Duties (in order of priority)- Close the books of the Fund on a monthly basis including consolidation of multiple wholly-owned subsidiaries- Prepare consolidated financial statements- Prepare consolidating financial statements- Record journal entries for accruals and reclassifications- Record inter-company eliminations- Interact with the Operations department to ensure proper cutoff and proper treatment in each accounting period- Reconciling reports to ensure data integrity- Coordinate close process with Accountant for the subsidiaries- Enter monthly internal P& L true-ups Job Requirements Required Job Skills (skills that are absolutely necessary for this position)- CPA license and/or M.S. in Accounting- Firm understanding of accounting theory- Must have a very outgoing personality and strong relationship building skills- Acute attention to detail- Excellent knowledge of Excel and Access, including macros and database queries Success Factors (core competencies that will contribute to success in this position)- Experience in the financial services industry- Basic knowledge of financial instruments, including swaps, options, and futures- Effective communication- Able to work in a highly fluid, less structured environmentSelling Points (what major things about this job would excite a candidate)- This position offers a candidate experience accounting for a wide variety of financial instruments- Dynamic environment that allows a candidate to continually broaden knowledge base and skill set- Opportunity to work in a fast paced, intellectual environment To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)
2026-05-01T13:23:43Z

Operational Finance Manager

Dallas, TX
onsite
Permanent / Full Time
145000.00 - 170000.00 USD / Yearly
Lead the Financial Performance of a Major Construction Business UnitThis is a career‑defining opportunity for a seasoned finance leader who wants to own a large, complex P& L, lead a sizeable team, and sit at the intersection of finance, accounting, and operations. 🚀 Why This Role Stands Out<ul><li>Full P& L ownership for a very large construction business segment</li><li>Highly visible position in the organization and a top strategic priority</li><li>Lead a large, experienced finance and cost team</li><li>True finance business partner role with General Managers, Operations Managers, and Project leadership</li><li>Blend of finance, accounting, forecasting, and decision support</li></ul> 🎯 Role Overview<ul><li>Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support</li><li>Lead a team across accounting, cost, and project finance</li><li>Own financial performance across a multi‑project construction environment</li></ul>What You’ll Own & DeliverP& L Ownership & Business Partnership<ul><li>Full responsibility for the P& L and financial performance of the business unit</li><li>Partner directly with executive leadership, operations, and project teams</li><li>Influence margin performance, forecasting accuracy, and project‑level decision making</li><li>Act as a trusted advisor, not a scorekeeper</li></ul>Forecasting, Analysis & Decision Support<ul><li>Lead forecasting, WIP analysis, backlog analysis, and margin accountability</li><li>Provide forward‑looking insights — not just historical reporting</li><li>Support project leadership with actionable, data‑driven recommendations</li><li>Operate effectively in a complex, multi‑project environment</li></ul>Leadership & Team Development<ul><li>Lead, coach, and develop a high‑performing finance and accounting team</li><li>Delegate month‑end close execution while retaining full ownership of accuracy and outcomes</li><li>Create structure, accountability, and clarity across financial processes</li></ul>Month‑End Close & Controls<ul><li>Own the month‑end close process for the business unit</li><li>Ensure accurate financial reporting while maintaining a business‑focused mindset</li><li>Partner with corporate teams while remaining embedded in field operations</li></ul>
2026-04-22T19:35:42Z