28 results for Mergers And Acquisitions Manager in Houston, TX

Mergers and Acquisitions Manager Follow Shad on LinkedIn at #chalkboardtalk in the search bar for videos on his open roles. Shad and his team at Robert Half is working with a Downtown Houston Renewables client that is looking for a Manager of Mergers and Acquisitions. This role will working for Dynamic Leadership that supports a culture of a Hybrid Work Model. This role requires Renewables experience performing mergers and acquisitions, advanced modelling skills and strong project management skills. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with M& A Manager in the subject line.

Manager of Mergers and Acquisitions Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Renewables client that is looking for a M& A Manager. Reporting to a VP this role will be instrumental in future growth of the business. This role will engage in the end to end M& A Process, interact with leaders, working deal calendars, analyze greenfield projects and other projects related to business. Candidate must have MBA, 5 plus years of experience with M& A, corporate finance and investment analysis. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with M& A and Investments Mnager in the subject line.

Finance Manager (contract-to-hire) We are offering a contract to permanent employment opportunity for a Finance Manager in Arlington, Texas. In this role, you will primarily oversee financial planning, reporting, and analysis functions to ensure operational efficiency and a sound financial strategy. This includes managing the corporate forecast model, leading the budgeting process, forecasting cash flow, and assisting in mergers and acquisitions activities. You will also be a key liaison for various stakeholders, including operations leaders and external lenders.This is a contract-to-hire position offering a hybrid work schedule: 2-3 days a week in the office in Arlington, TX. Contract-to-Hire Finance Manager:Responsibilities:• Lead the development, refinement, and analysis of the corporate financial forecast model in alignment with operational objectives.• Manage the annual budgeting process, aligning it with the company’s strategic goals, and evaluate performance against the budget.• Prepare compliance certificates, adhere to debt covenants, and manage regular reporting to lenders. Evaluate refinancing options or covenant modifications as necessary.• Prepare financial presentations for board meetings and maintain effective communication with external lenders.• Monitor and forecast cash flow to ensure sufficient liquidity for operational needs and capital expenditures. Identify potential risks and propose mitigation strategies.• Support the evaluation of potential acquisition targets through financial modelling, due diligence, and integration planning. Assist with financial reporting related to M& A transactions.• Collaborate with operations leaders to align financial objectives with operational performance and provide financial insights for improved decision-making and efficiency.• Support strategic projects and play an integral part in developing the Company’s strategic roadmap and priorities.

Tax Manager - Corporate We are offering an exciting opportunity for a Tax Manager - Corporate in The Woodlands, Texas. The role is a pivotal role with our client's organization. It's an exciting time to join this dynamic team; Responsibilities:• Efficiently conduct Transfer Pricing studies for related party transactions• Manage compliance and reporting on withholding taxes, Controlled Foreign Corporations, GILTI/ BEAT• Implement tax-efficient capital structuring• Perform due diligence in Mergers & Acquisitions• Oversee outsourced indirect tax functions• Handle Property Tax matters• Manage Sales and use tax• Leverage R& D incentives• Utilize benchmarking database for pricing decision support on Intragroup and related party pricing decisions. For immediate consideration, contact Mark, [email protected]

FP&A Manager private equity backed company Are you looking to build on your 2025 New Year’s resolution of finding a new role? Follow Shad on LinkedIn and watch his videos by typing in chalkboardtalk in the subject line. Shad and his team at Robert Half is working with a PE backed client in the Deer Park, Texas area that is looking for a Manager of FP& A. Working directly for the CFO this role will own the Budgeting and Forecasting process for the company. This role will be instrumental in helping integrate acquisitions into the company’s forecasting process. FP& A Manager candidate must have a Bachelor’s Degree in Accounting or Finance, 6 plus year’s budgeting and forecasting experience and advanced technology tools. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with FP& A Manager in the subject line.

Tax Sr. - Corporate We are offering an exciting role for a Tax Sr. - Corporate in the industry, located in The Woodlands, Texas. This role will get involved in a wide array of tax-related tasks in a corporate setting. Partnering with the Sr. Tax Manager, the successful candidate will be responsible for annual tax provisions, ensuring compliance audits are carried out efficiently, and utilizing various software and systems to perform a variety of tax functions. You will partner with the Sr. Tax Manager to handle the following: Federal Tax:<ul><li>Prepare and review federal corporate income tax returns in OneSource.</li><li>Prepare quarterly and annual tax provisions for financial reporting in excel using SAGE ERP.</li><li>Develop and implement tax planning strategies to minimize federal tax liabilities.</li></ul>State and Local Tax:<ul><li>Prepare and file state and local income tax returns in OneSource</li><li>Ensure compliance with state and local tax laws, including sales and use tax, property tax, and franchise/margin tax.</li><li>Manage state and local tax audits and disputes.</li><li>Stay updated on changes in state and local tax regulations with movement into new states</li></ul> Indirect Tax:<ul><li>Manage sales and use tax compliance, including return preparation and online filing.</li><li>Ensure proper application of indirect taxes on transactions and purchases as company grows into new arenas and jurisdictions.</li><li>Conduct indirect tax audits and resolve related issues.</li></ul>Property Tax:<ul><li>Manage compliance with property tax regulations with outside consultants.</li><li>Compile fixed asset details/locations for filings with future in-house preparation.</li><li>Oversee property tax assessments and disputes with outside consultants’ assistance.</li><li>Ensure timely payment of property taxes.</li></ul>Tax Research and Analysis:<ul><li>Conduct research on complex tax issues and new tax legislation using CCH.</li><li>Interpret and apply tax laws to the company’s specific situations (mainly sales and use tax).</li><li>Prepare technical memos and documentation to support tax positions.</li><li>Work with outside consultants for assistance on technical issues and research.</li></ul>Special Projects:<ul><li>Participate in special projects, such as mergers and acquisitions, tax restructuring, and other strategic initiatives like better fixed asset and depreciation reporting.</li><li>Analyze and document the tax implications of special transactions.</li></ul> For confidential consideration send you resume to [email protected].

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. As a Sr. Financial Analyst, you will be involved in a variety of financial operations, including financial analysis, valuation, M& A modeling, and budgeting. You will be working in a fast-paced environment where your analytical and problem-solving skills will be put to the test. Senior Financial Analyst Responsibilities:• Carry out complex financial analysis and valuation to support business decisions.• Participate in Mergers & Acquisitions (M& A) modeling, including analyzing critical assumptions.• Assist in the execution of financing transactions and manage lender and partner compliance reporting.• Contribute to the development of quarterly earnings reports and presentations.• Support budgeting and forecasting activities to ensure financial goals are met.• Conduct industry and competitive analysis in power markets, renewable attribute markets, and commodity markets.• Oversee operations, development, and capital investment financial reporting and forecasting.• Conduct investment research and perform business and counterparty due diligence.• Assist in contract negotiation to support business operations.

Merger and Acquisition Senior Analyst Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. Responsibilities: • Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.• Engage with external partners to guarantee timely and high-quality deliverables.• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Spring, Texas. The role involves providing analytical and reporting support to the management, identifying performance improvement opportunities, and developing strategic models for decision-making. Responsibilities:• Accurately process and handle customer credit applications• Ensure maintenance of precise customer credit records• Provide management with analytical, forecasting, and project support• Generate reports encompassing key metrics, financial outcomes, and variance analysis• Identify and recommend strategies for performance enhancement throughout the organization• Stay updated with new policies and maintain comprehensive knowledge• Create decision-making models to support strategic planning• Assist the Executive Leadership team with ad hoc reporting• Collaborate with senior accountants and other cross-functional teams• Respond to financial queries by providing relevant documentation and insights• Uphold high standards of organization and attention to detail to ensure accuracy• Demonstrate dependability by following instructions, meeting commitments, and managing multiple priorities and projects simultaneously• Perform other duties as directed by the manager. For immediate consideration, contact Mark, [email protected]

Treasury Analyst We are in search of a Treasury Analyst to join our team in Houston, Texas. This role is focused on commercial credit and banking, and involves maintaining accurate financial records, initiating banking transactions, analyzing banking fees, and ensuring compliance with all required documentation. You will also assist in maintaining online banking systems and resolving banking issues. Treasury Analyst:• Oversee and control bank accounts and credit facility documents• Keep an updated electronic listing of all bank accounts and electronic files of bank paperwork• Prepare reports on issued check exceptions and stop payment requests• Initiate AP ACH and wire transactions• Review bank fees and propose cost-saving strategies• Guarantee compliance with all documentation for cash movement, policies, and internal controls• Compile periodic credit facility reporting documents• Assist in maintaining all online banking systems• Investigate and resolve banking issues and analyze bank services• Aid with cash management tasks, including estimates, calculating net cash position, analyzing bank activity, and assessing investing/borrowing activity• Assist with the analysis of operating cash flow and financial records to project future financial position and budget requirements• Participate in Treasury & Finance Department responsibilities related to acquisitions• Reconcile Treasury with the general ledger, assist accounting with the bank reconciliation process, and provide supporting documentation• Provide support to corporate accounting with inquiries for cash journal entries, coding, and preparing GL account analysis• Assist the Finance and Treasury group with monthly expense reports• Coordinate time off within the department to ensure timely coverage.

Sr. Financial Analyst We are seeking a FP& A Manager for our multi-billion dollar revenue client in West Houston. In this role, you'll be handling all corporate FP& A communications across the organization, manage FP& A Activities, build and maintain key reports for specific activities for month-end, forecast, and budgeting, among other responsibilities. Responsibilities:• Manage FP& A activities• Oversee Budgeting, Forecasting, Financial Statements• Communicate with Business Leaders to make informed financial and business decisions• Financial Reporting• Variance Analysis• Build and maintain Financial Models• Train and Mentor FP& A team• Work Closely with Accounting

Sr. Financial Analyst We are in the search for a Sr. Financial Analyst to become a part of our team. The selected individual will be tasked with managing intricate financial models, conducting financial analysis, and delivering strategic financial insights for our team. This position is based in Houston, Texas, 77079, United States. Responsibilities• Oversee the creation and upkeep of intricate financial models to facilitate strategic decision-making• Regularly conduct financial analysis to identify and address trends, anomalies, and potential issues• Perform what-if scenario analysis to evaluate the potential financial effects of business decisions and market conditions• Execute the annual budgeting and monthly forecasting process in collaboration with department heads• Track actual performance against budget and forecast through variance analysis, identifying key factors and suggesting necessary corrections• Cater to ad-hoc analysis requests by carrying out financial due diligence, valuation analysis, and aiding in integration planning• Create and present financial reports and analysis, providing insights into key financial metrics and trends• Evaluate and enhance financial processes, systems, and procedures on a continuous basis to ensure efficiency, accuracy, and adherence to regulations and standards• Work cross-functionally with other departments such as Accounting, Operations, and Business Development to support strategic initiatives and improve financial processes. For immediate consideration, please email your resume to Emily at [email protected]

Senior Financial Analyst upstream reporting Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an upstream oil and gas client that is looking for a Senior Financial Analyst that will focus on analytics and reporting of Operating unit to Upstream Parent. Candidate reporting in a Director will be working and analyzing US operations and must have strong technical accounting knowledge of US GAAP and knowledge of IFRS. Candidate must have a Bachelor’s Degree in Accounting, prior public accounting, working experience working for an Upstream Oil and Gas company, prior GAAP / IFRS knowledge and Technical Accounting. Role is about 70 percent analysis. Company supports a hybrid work model. Company's compensation make up is base salary, bonus potential, equity and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Senior Financial Analyst upstream client in the subject line.

Financial Analyst We are in search of a Financial Analyst to be a part of our team. Based in Spring, Texas, this role will involve the utilization of various software systems, data mining techniques, and advanced Excel skills to perform a variety of accounting functions. Responsibilities: • Utilizing Accounting Software Systems to manage and analyse financial data• Tracking complex inventory• Employing CRM tools to manage customer relationships and data• Generating and interpreting reports using Crystal Reports• Applying Data Mining Techniques to extract meaningful insights from large datasets• Performing various Accounting Functions, including accrual accounting, auditing, and budget processes• Utilizing advanced Excel VBA skills to automate tasks and manage large datasets• Managing capital resources effectively to ensure the financial health of the organization• Overseeing budget processes, including the preparation, review, and approval of budgets• Conducting audits to ensure compliance with financial regulations and standards.

Treasury Analyst We are offering a long-term contract employment opportunity for a Treasury Analyst based in The Woodlands, Texas. The successful candidate will be instrumental in managing various financial operations, including processing payments, maintaining compliance with internal controls, and administering credit card programs. Responsibilities:• Efficiently process daily payments, including checks, wire transfers (both domestic and international), and ACH transfers.• Collaborate with AP/AR/back-office group for resolving payment inquiries.• Conduct research and provide prompt responses to all business and bank-related inquiries.• Prepare necessary documentation for the opening and closing of bank accounts and updating account signatories.• Review and approve new SAP vendor setups.• Administer the credit card programs.• Maintain compliance with internal controls and assist with responding to requests from both internal and external audit teams.• Use PC and/or ERP systems and software to prepare reports, graphs, and charts of developed data.• Reconcile SAP cash clearing accounts for electronic payments and bank statement posting.• Carry out other duties as assigned to ensure the smooth operation of the Treasury Department.

Financial Analyst We're searching for a dynamic go-getter who is both organizationally competent and experienced in thriving in swift, change-driven business settings. As a Corporate Finance Associate, and under the guidance of the Director of Finance, you will serve as the keystone of our financial team, performing financial and business scrutiny, yearly budget formulation, forecast modeling, and cashflow control.This role necessitates consistent interaction with multiple departments within the organization to gather and communicate key financial and operational data.For those looking to grow, the role provides a promising trajectory to liaise closely with the higher echelons of the company, broaden your understanding of corporate fiscal operations, and become part of the team propelling company growth.Roles and responsibilities:<ul><li>Performing assorted financial analysis including value estimates, financial situation modeling, and situational scrutiny to inform operational decision-making.</li><li>Strengthening financial performance by aiding the formulation of budgets and forecasts, preparing monetary predictions, and analyzing any variance.</li><li>Contributing to capital market activities including tasks related to equity and debt finances, investor relations, and preparing information for investor and stakeholder briefings.</li><li>Crafting financial reports and presentations for diverse audiences, including internal parties (management and board of directors) and external stakeholders, ensuring every document meets the standards of accuracy and regulatory compliance.</li><li>Handling liquidity management tasks like weekly cash forecasting, intercompany reconciliation, and banking requests.</li><li>Lending a hand in diverse special projects, offering analytical insights, and proposing recommendations.</li></ul>

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to be a part of our Real Estate Development client located in the Galleria area of Houston, Texas. The person in this role will be tasked with analyzing financial data, maintaining financial models, and preparing reports for management. This role also involves communicating with leadership at various levels and assisting with financial evaluations of potential M& A opportunities. Responsibilities• Carefully examine and analyze financial data to identify trends.• Develop, maintain, and enhance financial models and dashboards.• Prepare comprehensive reports for management based on financial data analysis.• Communicate effectively with leadership at various levels, translating complex financial results into clear outcomes and calls-to-action.• Conduct research on peer and related industry metrics for benchmark analysis.• Assist in crafting presentations for the board of directors, credit rating agencies, potential investors, and recommendations to the Management Team.• Support due diligence activities and assist in the financial evaluation of potential M& A opportunities.• Ensure data accuracy and integrity across all financial planning applications and reporting channels.• Use tools such as Microsoft Power BI to create and manage reporting dashboards.• Apply skills in Auditing, Budget Processes, Capital Management, and Financial Modeling for various tasks.

Financial Analyst Follow Shad on Linkedin at #chalkboardtalk for his videos on open positions. Shad and his team are working with an investment client that crosses into a number of different sectors. This client is looking to hire a Financial Analyst that completed an internship while in school and who has recently graduated and is ready to start a career journey. This team has two individuals that started as entry level analyst and have grown to leaders in the company. Company is supportive and ready to bring in a candidate that wants to be set up for success. Candidate must have a Bachelor’s degree in Finance or Accounting with a GPA of 3.4 or better and must produce transcripts detailing success in Finance classes, a mastery of Microsoft Excel and general interest in having a finance career. This Galleria client will interview over the next several weeks. Company's compensation make up is base salary, discretionary bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Analyst in the subject line.

Real Estate Analyst We are seeking a Real Estate Analyst with multi-family or commercial real estate experience to support our development initiatives. This role involves financial modeling, budgeting, forecasting, and site visits to assess construction projects and property investments. The analyst will also present findings to executive leadership and the board, requiring strong communication skills and executive presence.Real Estate Analyst Responsibilities:<ul><li>Evaluate development proposals, site plans, and financial models for compliance with regulations.</li><li>Conduct field visits to construction sites and potential properties.</li><li>Build and maintain budgets, forecasts, and financial models to support strategic decision-making.</li><li>Assist with affordable housing initiatives, LIHTC, Section 8, CDBG-DR funding, and compliance.</li><li>Present financial and real estate analyses to executives and the board.</li><li>Support reporting, data analysis, and stakeholder engagement.</li></ul>

Trade Settlements Analyst Hybrid Role Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Renewables client in downtown Houston. This newly created Trade Settlements will <ul><li>Process trade confirmations, settlements, and discrepancies to ensure accuracy and compliance with industry regulations.</li><li>Coordinate with trading and financial teams to resolve issues through collaboration and effective communication.</li><li>Maintain accurate records of all trades and settlements, providing reports for reconciliation purposes.</li><li>Support the monthly and quarterly close processes, contributing to timely financial reporting</li></ul>Candidate must have a Bachelor’s Degree, 3 plus year’s of Trade Settlements experience, advanced Microsoft Excel and energy trading industry a must! Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Trade Settlement Accountant in the subject line.

Finance Business Partner Oil and Gas Client Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Oil and Gas Services Client in the SW Houston area is looking for a Finance Business Partner. This role will report into a senior leader and have peers around that support regions around the globe. This role support domestic US operations. This role has a mixture of Accounting and Finance helping business leaders understand their business health. This candidate must have a Bachelor’s Degree in Accounting, 5 plus year’s accounting experience with a company that has global operations and mixture of finance in candidates history to demonstrate accomplishments helping a business grow. Company offers 1 day a week working from home and compensation of base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Finance Business Partner in the subject line.

Financial Analyst We are in search of a Financial Analyst to join our team in Cleveland, Texas. In this role, you will be charged with the responsibility of providing comprehensive financial support to our organization, which includes tasks such as budgeting, forecasting, financial modeling, and reporting. Responsibilities:• Conduct a detailed analysis of financial statements, business performance, and key performance indicators.• Prepare monthly, quarterly, and annual financial reports, ensuring to highlight actual vs budget/forecast variances.• Collaborate with business leaders and department heads for the development of annual budgets and periodic forecasts.• Develop and maintain financial models to predict future financial performance based on historical data and market trends.• Monitor financial performance against budget and forecast, taking the initiative to highlight areas of concern.• Provide financial insights and recommendations to support business decisions.• Conduct ad-hoc financial analysis for new business initiatives, capital expenditures, and investment opportunities.• Evaluate and prioritize strategic projects with a keen eye for detail.• Streamline financial processes, enhancing accuracy, and improving the efficiency of reporting systems.• Partner with cross-functional teams including accounting, operations, and business leaders to ensure financial alignment with business goals.• Prepare presentations for senior leadership, effectively communicating financial insights and recommendations. For immediate consideration, contact Mark, [email protected]

Sr. Financial Analyst We are in the market for a Senior Financial Analyst to join our team in Houston, Texas. This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics. Responsibilities: • Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis. • Assist in the preparation of the annual budget and monthly forecasting. • Conduct analysis and provide insight into the company’s operation to achieve more profitable results. • Prepare ad-hoc and other reports as directed by management. • Identify ways to promote efficiency within the financial reporting process and implement best practices. • Protect the organization’s value by keeping information confidential. • Prepare variance analysis on a monthly and ad hoc basis. • Adhere to department policies and procedures. • Forecast and budget financial resources. • Perform financial analysis and modeling. • Allocate expenses accurately. • Prepare comprehensive financial statements.

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Houston, Texas. As a Financial Analyst, your role will encompass the use of various accounting software systems, CRM, and data mining techniques to manage and interpret financial data. This role is instrumental in assisting with critical accounting functions, auditing, and capital management. Responsibilities: • Utilizing Accounting Software Systems to manage and analyze financial data • Employing ADP - Financial Services to perform various accounting functions • Managing customer relationships through the effective use of CRM • Creating detailed financial reports using Crystal Reports • Implementing data mining techniques to extract and analyze financial data • Ensuring accurate accrual accounting practices are followed • Conducting thorough and accurate auditing processes • Assisting in the development and management of budget processes • Overseeing capital management to ensure financial stability • Leveraging Microsoft Power BI for detailed financial data analysis and visualization.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. This role is integral to our team and will involve handling critical accounting functions, auditing, capital management, and financial modeling in our industry. Responsibilities: • Utilize business systems for efficient data management and reporting • Implement data mining techniques to analyze financial data • Oversee and manage accounting functions to ensure accurate financial records • Conduct regular audits to verify the accuracy of financial data and procedures • Participate in budget processes, including planning, tracking, and analysis • Contribute to capital management strategies and decisions • Use Microsoft Power BI for data visualization and business intelligence tasks • Coordinate consolidations of financial data and reports • Develop and employ financial models for forecasting and decision-making purposes • Lead the budgeting and forecasting process to support financial planning.