<p><strong>Credit and Collections Manager</strong></p><p> Full Time Engagement Professionals (FTEP)</p><p>Robert Half’s Full Time Engagement Professionals practice is hiring an experienced Credit and Collections Manager to join our project based consulting team. This role is ideal for a professional with strong commercial credit and B2B collections experience who can step into complex environments and help teams stabilize cash flow, reduce aging, and improve credit and collections processes.</p><p>As an FTEP consultant, you will be a full time W2 employee of Robert Half and will support client organizations on project based engagements. Assignments may include interim leadership, backlog cleanup, process improvement, or support during vacancies or periods of heavy workload.</p><p><strong>What You Will Do</strong></p><p>• Lead and support commercial B2B collections efforts, including outreach, negotiation, dispute resolution, and escalations</p><p> • Evaluate customer creditworthiness using financial statements, credit reports, payment history, and collateral information</p><p> • Review, approve, or recommend credit limits, terms, and account holds</p><p> • Monitor aging, delinquency, and portfolio risk and provide clear reporting to finance leadership</p><p> • Partner with Sales, Operations, and Finance to resolve account issues while maintaining customer relationships</p><p> • Step into active collections backlogs and create structure and momentum</p><p> • Develop or refine credit and collections policies, documentation, and SOPs</p><p> • Support compliance, audit requests, and internal controls related to receivables</p><p> • Contribute to process improvements that strengthen cash flow and reduce risk</p><p><br></p>
We are looking for an experienced Credit Manager to join our team in Fort Worth, Texas. As a key player in our organization, you will oversee credit-related activities, ensuring a balance between risk management and business growth. This role requires a strong analytical mindset and exceptional communication skills to effectively manage credit policies and relationships with clients. <br> Credit Manager Opportunity - Fort Worth, TX (Direct Hire) Location: Fort Worth, TX Type: Full-Time, In-Office, Direct Hire About the Role: Join our dynamic team as a Credit Manager, where you'll lead a small, high-performing group in managing credit operations. This in-office position demands exceptional leadership to drive results, ensure efficient collections, and mitigate risks. We're seeking top performers who thrive in a fast-paced environment and can inspire their team to excel. Key Responsibilities: Oversee daily credit and collections processes, including approvals, risk assessments, and account reconciliations. Lead, mentor, and develop a small team of credit professionals, fostering a collaborative and results-oriented culture. Implement strategies to optimize cash flow, reduce bad debt, and improve collection efficiencies. Collaborate with sales, finance, and legal teams on credit policies and dispute resolutions. Monitor industry trends and ensure compliance with relevant regulations. Required Qualifications: 5+ years of hands-on experience in Credit and Collections, with a proven track record of managing portfolios effectively. 3+ years of leadership experience, demonstrating strong skills in team management, motivation, and performance coaching. Bachelor's degree in Finance, Accounting, Business, or a related field (preferred). Excellent analytical, communication, and problem-solving abilities. Proficiency in credit software and Microsoft Office Suite. <br> What We Offer: Competitive salary based on experience, plus performance bonuses. Comprehensive benefits package including health insurance, 401(k), and paid time off. Opportunities for detail oriented growth in a supportive, innovative company. We're only interested in top performers who are ready to make an immediate impact. If you have the expertise and leadership drive to elevate our credit function, apply today!
<p>Credit Manager</p><p>Full Time Engagement Professionals (FTEP)</p><p>Robert Half’s Full Time Engagement Professionals practice is hiring an experienced Credit Manager to join our project based consulting team. This role supports organizations that need hands-on expertise in commercial credit operations while also requiring strong month end close and general accounting experience. Ideal candidates will bring experience in credit risk evaluation, commercial collections, portfolio management, and lending practices along with exposure to core accounting functions.</p><p>This is a full time salaried role with Robert Half. You will be deployed on client engagements based on business need and your industry experience.</p><p><strong>Responsibilities</strong></p><p>• Lead commercial collections efforts for large backlog portfolio. Heavy communication with borrowers</p><p>• Evaluate financial statements, borrower creditworthiness, collateral, and loan structures</p><p>• Review, approve, or recommend credit limits, terms, and lending decisions</p><p>• Monitor credit performance, aging, and delinquency metrics and lead collections efforts for large commercial portfolio</p><p>• Enforce credit policies and documentation standards</p><p>• Support compliance with lending regulations, internal audit, and credit quality standards</p><p>• Partner with accounting teams to support month end close activities</p><p>• Assist with reconciliations, journal entries, reporting, and variance analysis related to credit portfolios</p><p>• Provide reporting and portfolio insights to leadership during client engagements</p><p><br></p>
<p>We are looking for an experienced Accounts Receivable Director to lead credit and collections operations at our headquarters in Fort Worth, Texas. In this role, you will manage a high-performing team and oversee critical functions such as billing, cash applications, and risk management for a diverse and global portfolio. This position offers the opportunity to shape innovative, scalable processes while driving company growth and safeguarding receivables.</p><p><br></p><p>Leadership Opportunity – Director, Credit and Collections</p><p>Exciting on-site leadership role at our Fort Worth headquarters! Lead credit, billing, collections, and cash application operations for a premier, award-winning specialty distributor serving diverse industrial and technology sectors. Drive strategic credit policies, aggressive DSO/cash flow improvements, cutting-edge automation, and disciplined risk management across a high-volume, multi-continent portfolio.</p><p>Oversee a talented team of ~30+ professionals (including offshore resources), mentor regional and leaders, and collaborate with executives to accelerate sales growth while safeguarding receivables. 100% on-site in Fort Worth—shape scalable, future-ready processes in a thriving, growth-focused environment with exceptional benefits.</p><p>If you're a proven credit executive ready to make a major impact at a highly respected, stable organization</p><p><br></p><p>Joe.Faradie at roberthalf com connect with me on linkedin. Resumes to email</p><p><br></p><p><br></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
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 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 motivated Treasury Analyst to join a nonprofit organization based in Fort Worth, Texas. This Contract to permanent position offers an excellent opportunity to contribute to meaningful work while gaining stability and the potential for long-term career growth. The role requires working onsite and provides a chance to make a real impact within the healthcare and social assistance industry.<br><br>Responsibilities:<br>• Monitor and manage daily cash flow activities, ensuring accurate tracking and reporting.<br>• Prepare detailed cash flow forecasts to support financial planning and decision-making.<br>• Conduct treasury operations, including bank account management and reconciliation processes.<br>• Assist with corporate treasury functions, ensuring compliance with organizational policies and procedures.<br>• Collaborate with internal teams to optimize liquidity and financial resources.<br>• Analyze financial data to identify trends and recommend improvements to treasury processes.<br>• Support the implementation of systems and tools related to treasury operations.<br>• Provide timely and accurate reports to management on financial and treasury activities.<br>• Maintain strong relationships with banking partners and other external stakeholders.<br>• Ensure adherence to regulatory requirements and best practices within treasury functions.
<p>We are looking for a skilled Treasury Analyst to join our team on a contract basis in Dallas, Texas. This position involves managing cash flow, enhancing treasury processes, and ensuring compliance with regulatory standards. The ideal candidate will collaborate with various departments, demonstrate a proactive approach to problem-solving, and contribute to the innovation of treasury operations.</p><p>This is a 3-month remote contract position.</p><p><br></p><p><strong><u>Treasury Analyst (remote contract position):</u></strong></p><p>Responsibilities:</p><p>• Monitor daily cash positions across multiple entities and generate detailed reports for leadership to support informed decision-making.</p><p>• Collaborate with internal teams such as Accounting and Operations to ensure accurate and timely cash flow reporting.</p><p>• Manage bank account administration, including updating signatory information and performing reconciliations.</p><p>• Process and oversee wire transfers, electronic funds transfers, and other treasury transactions with precision and timeliness.</p><p>• Develop and refine treasury workflows and procedures to improve operational efficiency.</p><p>• Perform short-term and long-term cash forecasting to align with organizational financial goals.</p><p>• Ensure adherence to internal controls, regulatory requirements, and industry standards.</p><p>• Support treasury-related projects and automation initiatives, leveraging expertise in financial systems and banking platforms.</p><p>• Introduce innovative solutions to streamline treasury operations and promote continuous improvement.</p><p>• Build strong relationships with stakeholders to deliver solutions that align with organizational objectives.</p>
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 a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p><strong>Position Overview:</strong></p><p>Our client is seeking an accounting and finance professional to ensure accurate management of fixed assets, perform comprehensive lease accounting, and support financial reporting cycles. This role will play a critical part in asset analysis, lease administration, cross-departmental collaboration, and compliance efforts.</p><p><strong>Primary Responsibilities:</strong></p><ul><li>Oversee fixed asset data by performing depreciation and rate studies, and assess how updates in maintenance procedures, technology, and the economic landscape affect asset valuation.</li><li>Partner with outside consultants to exchange data and evaluate findings related to asset performance and accounting.</li><li>Handle all accounting duties for leased equipment transactions, including asset additions, disposals, leasehold improvements, ongoing payments, and the proper allocation of gains and expenses.</li><li>Lead activities required to close the monthly and quarterly books, such as forecasting, updating capital projects, reconciling balance sheet accounts, updating fixed asset systems, and maintaining SOX documentation.</li><li>Prepare relevant schedules and reports required for quarterly and annual filings, tax documentation, and internal controls testing.</li><li>Collaborate with stakeholders across marketing, engineering, mechanical, and budgeting teams to identify and proactively resolve accounting concerns and manage risk.</li><li>Conduct research and analysis in equipment leasing to support decision-making and accurate accounting.</li><li>Maintain and update the lease management system, ensure leases are processed accurately, and work closely with IT to resolve system or data issues.</li><li>Draft disclosures and footnotes for operating leases while continuously seeking ways to enhance reporting efficiency and accuracy.</li></ul><p><br></p>
<p>We are looking for an experienced Senior Financial Analyst to join our asset management team on a contract basis in Dallas, Texas. This Contract position offers an exciting opportunity to work within the real estate sector, focusing on industrial property underwriting and financial operations. The ideal candidate will bring expertise in tools like Yardi and Argus, combined with strong analytical skills to support acquisitions, leasing, and portfolio management.</p><p>This is a 2-3 month contract position</p><p>100% ONSITE 5 days a week in Dallas, TX 75252</p><p>Must have Real Estate industry experience</p><p><br></p><p><strong><u>Senior Financial Analyst with Real Estate industry experience (contract position):</u></strong></p><p>Responsibilities:</p><p>• Conduct detailed reviews of financial models for acquisitions, ensuring all assumptions and cash flows align before due diligence deadlines.</p><p>• Lead financial analyses for property dispositions, presenting recommendations and assessing loan impacts in collaboration with capital markets teams.</p><p>• Oversee leasing activities by tracking progress, comparing performance against budgets, and analyzing lease agreements for approval.</p><p>• Prepare and maintain detailed reports, including scorecards and variance analyses, while supporting tax appeals and retention rate monitoring.</p><p>• Manage cash flow operations by coordinating with accounting teams on contributions, distributions, capital calls, and loan-related transactions.</p><p>• Monitor compliance with loan covenants, including tests and cash traps, and evaluate the financial implications of property sales.</p><p>• Review quarterly financial models and business plans, reconciling data and recommending strategies to enhance property value.</p><p>• Collaborate with stakeholders to develop and reforecast budgets, ensuring alignment with operational goals.</p><p><br></p><p>Must have<strong> Real Estate industry</strong> experience</p><p>Must have experience using <strong>Argus</strong></p>
<p>Robert Half is working with a growing healthcare organization to hire a skilled Financial Analyst to join their team in Plano, Texas. In this role, you will use your analytical expertise to interpret financial data and provide actionable insights that drive operational and strategic decisions. Your contributions will play a key role in optimizing provider performance, enhancing operational efficiency, and supporting business growth in a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver comprehensive monthly financial reports for multiple service lines, ensuring accuracy and clarity.</p><p>• Create effective presentations and dashboards for leadership using PowerPoint.</p><p>• Evaluate financial metrics and key performance indicators, including revenue trends, patient volumes, and provider productivity.</p><p>• Identify and analyze variances, trends, and opportunities for improvement across service lines.</p><p>• Utilize advanced Excel functions, such as pivot tables and VLOOKUPs, to manage and analyze complex datasets.</p><p>• Extract, clean, and reconcile data from various internal systems and databases.</p><p>• Develop and maintain forecasting models to support budgeting and operational planning.</p><p>• Collaborate with cross-functional teams, including operations and clinical leadership, to address strategic business questions.</p><p>• Conduct ad hoc analyses to uncover insights and support decision-making.</p><p>• Investigate data inconsistencies and proactively present findings to leadership.</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will lead data-driven financial initiatives, providing critical insights to support strategic decisions and operational efficiency. The ideal candidate will excel in analyzing complex datasets and collaborating across departments to drive impactful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses of financial and operational metrics, including patient volume, revenue cycle performance, and profitability across service lines.</p><p>• Extract, clean, and manage large datasets from electronic health records (EHRs) and financial systems using advanced tools.</p><p>• Develop and maintain dashboards to monitor key performance indicators (KPIs) related to clinical operations, cost management, and profit and loss trends.</p><p>• Streamline and automate reporting processes to ensure timely and accurate delivery of monthly and quarterly financial reports.</p><p>• Collaborate with clinical and operational leaders to identify financial risks, opportunities, and strategies for improvement.</p><p>• Provide data-driven support for annual budgeting, forecasting, and long-term planning through advanced financial models.</p>
<p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a growing oil and gas company in Fort Worth that is seeking a Financial Accountant to join its accounting team due to an internal promotion and continued company growth. This role offers strong exposure to financial modeling, investor reporting, and strategic analysis, making it an excellent opportunity for an analytically driven professional looking to advance within the oil and gas industry.</p><p><br></p><p>My client offers outstanding benefits, competitive annual salary, annual bonus, 401k with match and 100% paid benefits for the employee!</p><p><br></p><p>For additional information and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Key Responsibilities </strong></p><p><br></p><ul><li>Analyze royalty payments to ensure accurate and timely compensation</li><li>Organize and structure data to allow efficient refresh of reports and analyses</li><li>Prepare monthly and quarterly financial summary reports for clients and investors</li><li>Assist with the asset divestment process, including financial analysis and reporting</li><li>Build, maintain, and enhance financial and investment models</li><li>Refresh, validate, and review Power BI dashboards and data models</li><li>Develop and maintain board-level and investor presentations</li><li>Support preparation of quarterly management letters to investors</li><li>Partner with leadership on ad-hoc analysis and strategic initiatives</li></ul><p><strong>Why This Opportunity?</strong></p><p><br></p><ul><li>Role created by promotion and sustained company growth</li><li>High-visibility exposure to investor relations, modeling, and transactions</li><li>Collaborative environment with access to senior leadership</li><li>Stable, well-capitalized oil & gas organization</li><li>Supportive team environment with long-term career potential</li></ul><p><br></p>
<p>We are looking for an experienced Accounting Manager with a strong background in real estate accounting to join our team on a contract basis. Based in Dallas, Texas, this role will focus on overseeing financial operations and ensuring accurate reporting for a portfolio of properties. The ideal candidate will bring expertise in accounts payable, balance sheet reconciliations, variance analysis, and month-end close, along with advanced skills in Yardi and Excel.</p><p>This is a 3-6 month contract position</p><p>100% REMOTE</p><p>Must have Commercial Real Estate industry experience</p><p>Must have Yardi experience</p><p><br></p><p><strong><u>Interim Accounting Manager with commercial real estate experience (contract position):</u></strong></p><p>Responsibilities:</p><p>• Supervise and review accounts payable processes for multiple properties, ensuring precision and compliance.</p><p>• Conduct detailed balance sheet reconciliations, identifying and resolving discrepancies.</p><p>• Analyze and report budget-to-actual variances across the property portfolio.</p><p>• Manage accrual entries to maintain consistency and accuracy in expense recognition.</p><p>• Lead the month-end close process, ensuring deadlines are met and data integrity is maintained.</p><p>• Generate and present financial statements and management reports.</p><p>• Collaborate with cross-functional teams to support financial operations and reporting.</p><p>• Drive improvements in accounting processes and workflows to enhance efficiency.</p><p>• Utilize advanced Excel techniques for financial analysis and reporting.</p><p>• Leverage <strong>Yardi software</strong> to manage property-level financial data effectively.</p>
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.
<p>We are looking for an experienced Financial Planning & Analysis Manager to join our team in Fort Worth, Texas. In this role, you will take the lead in managing core financial processes, ensuring strategic alignment, and delivering valuable insights to support business decisions. This position offers an exciting opportunity to drive financial performance and contribute to the success of our organization.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and execution of forecasting, planning, reporting, and analytical processes.</p><p>• Consolidate financial statements while identifying areas for profit and cash flow optimization.</p><p>• Coordinate and lead monthly forecasts as well as Monthly Operating Review preparations.</p><p>• Analyze backlog, orders, and sales data to provide comprehensive financial insights.</p><p>• Collaborate with commercial and operational teams to compile and interpret financial results.</p><p>• Streamline and enhance reporting processes for both daily and monthly financial activities.</p><p>• Manage strategic planning and budgeting processes, including assumptions, modeling, and presentations.</p><p>• Perform ad-hoc financial analyses to support decision-making at the senior management level.</p><p>• Track weekly financial metrics such as orders, sales, profit, and cash flow against set targets.</p><p>• Monitor cost and expense trends to ensure alignment with forecasts and lead initiatives in price analytics.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are currently seeking a dynamic and collaborative Corporate Accounting Manager. The Corporate Accounting Manager will work closely with the VP of Corporate Accounting and is a key contributor to the accounting operations. Strong knowledge of GAAP is required along with solid communication, technology, organizational and analytical abilities. Responsibilities involve full cycle month end close, consolidated financial statement preparation and reporting, reconciliations, and establishing and maintaining internal controls. Previous supervisory experience preferred. <br> Responsibilities will include: • Compile and analyze financial information to prepare consolidated financial statements, ensuring compliance with GAAP. • Assess, establish, and maintain internal controls and document procedures. Monitor departmental workflows to automate processes and enhance efficiency while ensuring accuracy. • Train, supervise, and review the work of the accounting staff, including responsibilities such as journal entries, month-end close, property bill-backs, cash management, balance sheet reconciliations, and intercompany transactions. • Collaborate with direct reports to establish annual goals and objectives, monitoring progress to support their detail oriented development. • Gain a deep understanding of the company’s financial reporting and general ledger structure. • Record and ensure appropriate cut-off of revenue in compliance with ASC 606 recognition standards. • Oversee the recording of acquisitions, dispositions, and other complex accounting entries. • Prepare monthly budget-to-actual and forecast variance analysis, assisting with annual budget preparation. • Ensure accurate and timely reporting of consolidated monthly financial information. • Collaborate with other departments, including property accounting, homes, and capital expenditure teams, to enhance financial reporting and operational efficiency. • Assist third-party tax firms and external auditors with annual filings and audits, coordinating requests for prepared by client (PBC) documentation. • Perform other responsibilities as assigned to support the team and the overarching goals of the organization. <br> Position Qualifications / Minimum Requirements: • Bachelor’s degree in business, accounting, or a related field. • 4+ years of experience in public accounting or other relevant roles, with 2+ years in a leadership, supervisory, or managerial capacity. • CPA or CPA candidate preferred. • Experience in real estate, investment accounting, asset management or REITs is highly desirable. • Excellent problem-solving skills and ability to deliver results in a deadline driven environment • Strong understanding of accounting and ability to reconcile data to the general ledger and filed return • High proficiency with data analysis and knowledge of spreadsheet and database tools • Ability to be highly technical with respect to gaining an understanding of the functionality of various systems • Assist in the annual budget process • Experience in dealing with change management and company integrations • Prepare journal entries for acquisitions and dispositions • Highly proficient with Microsoft 365 (Outlook, Word, Excel and SharePoint)
<p>We are looking for a detail-oriented Financial Analyst to join our client's team in Fort Worth, Texas. In this role, you will analyze financial data, provide insights to support strategic decision-making, and contribute to the operational efficiency of the organization. This position offers an excellent opportunity to apply your expertise in financial modeling and data analysis within the healthcare industry.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analyses, including variance assessments and revenue cycle evaluations, to identify trends and opportunities.</p><p>• Develop and refine financial models to support strategic initiatives and operational planning.</p><p>• Conduct ad hoc analyses to address specific financial questions and provide actionable recommendations.</p><p>• Utilize data mining techniques to extract and interpret complex financial and operational datasets.</p><p>• Collaborate with cross-functional teams to improve financial performance and streamline processes.</p><p>• Generate comprehensive reports and presentations to communicate findings to stakeholders.</p><p>• Monitor financial metrics and KPIs, ensuring alignment with organizational goals.</p><p>• Assist in budgeting and forecasting processes to support long-term planning.</p><p>• Evaluate physician practice finances and provide insights for optimization.</p><p>• Stay updated on industry trends and best practices to enhance financial strategies.</p>
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 supporting decision-making processes across various departments within the organization. The position offers the opportunity to contribute to key financial planning and analysis activities while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Develop and maintain detailed financial models and generate regular reports, including weekly, monthly, quarterly, and annual updates.<br>• Collaborate with teams across property management, corporate accounting, operations, asset management, and investment management to analyze and reconcile financial results and performance metrics.<br>• Conduct in-depth data analysis to uncover trends and insights using tools such as Yardi, Enterprise Data Warehouse, Salesforce, Anaplan, and Workday.<br>• Support processes related to profit and loss reviews, quarterly reforecasting, and annual budgeting, ensuring variance analysis and explanations are delivered clearly.<br>• Identify opportunities to enhance financial analyses and streamline processes for improved accuracy and efficiency.<br>• Assist in preparing presentation materials and reports for stakeholders, including executive leadership, board members, investors, and lenders.<br>• Create and maintain dashboards and data visualizations to effectively communicate financial and operational performance.<br>• Compile debt reporting materials and ensure compliance with lender requirements and debt covenant obligations.<br>• Define business requirements for initiatives and collaborate with technical teams to align solutions with organizational needs.<br>• Participate in user acceptance testing to ensure project deliverables meet expected standards and timelines.
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>RESPONSIBILITIES: </p><p>• Timely and accurate general ledger journal entries, financial reporting, and clean reconciliations</p><p>• Responsible for continuous improvement and innovation in all general accounting functions</p><p>• supervise 2 direct reports in the management of general accounting tasks and the monthly close process</p><p>DUTIES: </p><p>• Supervise at least 2 direct reports, guiding and reviewing their work </p><p>• Leads and trains assigned general accounting team members </p><p>• Prepare journal entries with a high degree of accuracy, reviewing supporting documentation and providing related analysis as needed within deadlines </p><p>• Research and reconcile various general ledger accounts on a monthly basis and prepare correcting entries as necessary </p><p>• Perform trending analysis of financial activity and identify potential adjustments as well as opportunities for more accurate reporting </p><p>• Prepare commission reporting utilizing various systems and queries, reconciling liabilities to the general ledger with adjusting entries </p><p>• Assist with external audits, including foreign statutory audits. </p><p>• Additional duties as assigned </p><p>Requirements</p><p><br></p><p>EDUCATION and/or EXPERIENCE: </p><p>• 3+ years of experience as an Accountant in a public or private industry </p><p>• Bachelor’s degree in Accounting or Finance required </p><p>• Knowledge of GAAP </p><p>• Experience in a large company with multiple business units </p><p>• Demonstrated growth in the field of accounting </p><p>• CPA is a plus </p><p>• Knowledge of fixed assets and inventory is a plus</p><p>• Experience with Microsoft GP/F& O is a plus</p><p>SKILLS AND ABILITIES: </p><p>• Must be able to multitask and adjust to new situations quickly </p><p>• Must have excellent communication skills, both verbal and written </p><p>• Must be extremely detail-oriented and have a positive attitude</p><p>• Ability to follow set standards and take direction</p><p>• Ability to analyze and propose solutions to problems </p><p>• Excellent organizational skills: accurate and thorough</p><p>• Proficiency in Microsoft Office Suite, including: </p><p> - Word: document formatting, templates, and mail merge </p><p> - Excel: spreadsheets, formulas, pivot tables, v-lookups, data reporting, and analysis</p><p> - Outlook: calendar management, task coordination, and handling high-volume correspondence </p><p><br></p><p><br></p>
<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>
