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11 results for Budget Analyst in Irving, TX

Business Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Business Analyst to support a growing manufacturing organization in Dallas, Texas by strengthening the technology environment that underpins operations, finance, and leadership reporting. This position serves as a senior individual contributor who helps shape scalable systems, improve data reliability, and connect business needs with practical technology solutions across domestic and international teams. The role is well suited for someone who can combine analytical depth, enterprise systems knowledge, and strong cross-functional collaboration in a fast-moving environment. Responsibilities: • Direct the day-to-day coordination of external IT service providers to maintain dependable support across critical business systems. • Define and reinforce standards for application setup, user permissions, system documentation, and data stewardship to promote consistency and control. • Improve platform performance and uptime across essential operational and financial tools while supporting secure access and reliable usage. • Lead initiatives that connect legacy or disconnected applications into more unified enterprise solutions that better support business growth. • Oversee integrations, master data structures, and data quality practices to strengthen reporting accuracy and operational visibility. • Create repeatable dashboards, templates, and analytical models that help leaders monitor performance and make timely decisions. • Partner with internal teams and third-party vendors on enterprise application enhancements, issue resolution, governance activities, and ongoing updates. • Support IT risk management by implementing practical controls for security, access administration, audit readiness, and system integrity. • Translate technical matters into clear business terms and deliver recurring operational insights to executives and functional stakeholders. • Build productive relationships across regions and functions to guide adoption of systems and reporting practices without direct authority.
2026-07-14T00:00:00Z

Credit Analyst

McKinney, TX
onsite
Permanent / Full Time
70000 - 75000 USD / Yearly
We are looking for a Credit Analyst to support credit evaluation and accounts receivable activities for a manufacturing operation in McKinney, Texas. This position focuses on reviewing customer financial information, monitoring account performance, and helping reduce payment risk while maintaining strong business relationships. The ideal candidate brings sound judgment, strong attention to detail, and the ability to manage collection priorities in a fast-paced environment. Responsibilities: • Review customer credit applications, financial records, and payment history to determine appropriate credit decisions and exposure levels. • Monitor receivables aging and account activity, identify developing risk patterns, and recommend practical actions to improve collections performance. • Communicate with customers regarding past-due balances, resolve payment issues professionally, and support positive long-term account relationships. • Prepare and maintain accurate documentation related to credit evaluations, collection activity, account status, and reporting requirements. • Partner with internal teams such as sales, customer service, and finance to address account concerns and support timely resolution of billing or payment matters. • Analyze trends in delinquency, dispute activity, and customer payment behavior to provide informed recommendations to leadership. • Use SAP and other accounting or office systems to track account information, update records, and generate reports as needed.
2026-07-22T00:00:00Z

Financial Analyst/Manager

Carrollton, TX
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a detail-oriented finance specialist to support equipment sales by structuring effective financing and leasing solutions for customers. This role acts as a key link between clients, sales teams, and lending partners to move transactions from proposal through approval and funding. The ideal candidate brings strong financial judgment, a consultative approach, and the ability to manage multiple priorities while maintaining accuracy and service quality. Responsibilities:• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.
2026-07-17T00:00:00Z

Billing Rate Analyst

Dallas, TX
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Billing Rate Analyst to support billing accuracy and fee arrangement management for a legal organization in Dallas, Texas. This role focuses on maintaining rate information, reviewing special pricing terms, and partnering with legal and finance teams to keep billing records current and compliant. The ideal candidate brings strong analytical ability, attention to detail, and the judgment to manage sensitive financial information in a fast-paced environment. Responsibilities: • Maintain accurate billing rate records for clients, matters, and timekeepers, including negotiated pricing terms and key effective periods. • Review non-standard fee arrangements, track exceptions, and coordinate approved updates to ensure billing data remains current. • Process rate adjustments for timekeepers and assist with recalculating unbilled work when pricing changes affect open time entries. • Contribute to annual and ad hoc rate review cycles by validating data, preparing supporting information, and helping implement approved revisions. • Analyze billing rate variances and exception scenarios, then prepare reports that support decision-making and operational follow-through. • Respond to questions regarding billing rates and communicate updates clearly to attorneys, billing personnel, and administrative stakeholders. • Partner with finance and operations teams to strengthen billing workflows, support special assignments, and promote adherence to internal policies. • Use billing and financial systems, including Aderant or comparable platforms, to enter updates and monitor the accuracy of rate-related information.
2026-07-09T00:00:00Z

Cost Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Cost Accounting Manager to strengthen financial planning, cost governance, and operational analysis for a growing manufacturing organization in Dallas, Texas. This role is suited for a hands-on finance leader who can create consistent cost accounting practices, improve reporting quality, and provide decision support to senior leadership across multiple international sites. The position offers the opportunity to build scalable processes, translate complex data into practical insight, and support disciplined growth in a fast-evolving environment. Responsibilities: • Develop and standardize cost accounting frameworks, controls, and reporting methods across multiple manufacturing locations to support consistency and accuracy. • Manage the structure of material, labor, and overhead costing, evaluate variances, and identify drivers affecting margins and operating performance. • Oversee fixed asset accounting activities, including capital project tracking, asset capitalization, and related financial controls. • Direct inventory accountability programs by coordinating annual counts, supporting ongoing cycle count routines, and improving inventory accuracy. • Lead budgeting, forecasting, and long-range planning efforts while delivering timely financial outlooks that support leadership decision-making. • Prepare recurring executive reporting on revenue, profitability, cash flow, and operating trends, highlighting risks, opportunities, and performance gaps. • Build analytical models, reporting templates, and data-driven tools using advanced Excel and business intelligence capabilities to improve visibility and repeatability. • Serve as a finance lead for system and reporting enhancements, ensuring data integrity, reliable cost rollups, and alignment between operational workflows and financial requirements. • Partner with global stakeholders to communicate financial expectations, provide guidance on accounting practices, and support team capability development across diverse locations.
2026-07-14T00:00:00Z

Financial Analyst - Financial Services

Dallas, TX
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to support private equity fund operations in Dallas, Texas. This role works closely with fund finance leadership to strengthen capital activity oversight, monitor investment results, and contribute to high-quality reporting for investors and internal stakeholders. The position offers a strong opportunity to deepen fund finance experience while providing analytical insight that supports sound financial decision-making. Responsibilities: • Prepare and review capital call and distribution calculations to support accurate and timely fund activity. • Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership. • Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors. • Compile data and perform calculations that support investor presentations and other fund-related meetings. • Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation. • Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests. • Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions. • Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
2026-07-24T00:00:00Z

Operations Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Operations Analyst to join our team in Dallas, Texas. The ideal candidate will bring strong analytical skills and a deep understanding of financial principles to support critical business operations. This role offers an excellent opportunity to contribute to a dynamic investment management environment while advancing your career. Responsibilities: • Conduct detailed financial analyses, including variance analysis and ad hoc reporting, to support decision-making processes. • Develop and maintain financial models to forecast and analyze business performance. • Utilize data mining techniques to extract and interpret complex data sets for actionable insights. • Collaborate with cross-functional teams to ensure accurate reporting and alignment with organizational goals. • Prepare comprehensive reports and presentations to communicate findings to stakeholders. • Monitor operational metrics and identify areas for improvement to enhance efficiency. • Assist in the evaluation of financial strategies and recommend solutions for optimizing processes. • Support audits and compliance initiatives by providing accurate and timely financial data. • Ensure adherence to industry standards and best practices within investment management operations.
2026-06-26T00:00:00Z

Business Analyst - Digital

Dallas, TX
onsite
Permanent / Full Time
105000 - 125000 USD / Yearly
We are looking for a Business Analyst - Digital to help shape and improve web-based products and digital experiences in Dallas, Texas. In this role, you will partner with business leaders and technical teams to define needs, clarify priorities, and support the delivery of effective solutions. The ideal candidate brings strong analytical thinking, clear documentation skills, and experience working in digital, web, or platform-focused environments. Responsibilities: • Lead discovery efforts with stakeholders to capture business objectives, functional needs, and user expectations for digital initiatives. • Create organized business requirements, process flows, and supporting documentation that guide development and delivery teams. • Collaborate closely with engineers and product partners to convert business goals into practical system and platform solutions. • Analyze current workflows to identify inefficiencies and recommend improvements that enhance performance and user experience. • Support backlog refinement, requirement clarification, and solution validation within Agile Scrum delivery cycles. • Conduct gap analysis to compare existing capabilities with future-state needs and help define actionable next steps. • Review project deliverables and business outcomes to confirm solutions align with documented requirements and stakeholder expectations.
2026-07-16T00:00:00Z

Fund Controller

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.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) Job Purpose (Job Summary):The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.Key Responsibilities / Duties:CLO Equity Funds and other private credit funds:The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.Work with other departments on the acquisition and disposition of portfolio investments as appropriate.Demonstrate leadership skills by volunteering for special projects in the department.Other duties as assigned.Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager. Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.<ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
2026-07-10T00:00:00Z

Financial Planning & Analysis Manager

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to lead enterprise-wide planning, reporting, and performance analysis for a growing organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and communicated to senior leadership through clear reporting and meaningful insights. The ideal candidate brings strong analytical judgment, a hands-on approach to forecasting and modeling, and the ability to partner effectively across finance and business teams. Responsibilities: • Direct the company-wide consolidation of financial results across multiple business areas and regions, ensuring complete, accurate, and timely reporting. • Produce monthly, quarterly, and annual reporting materials for executives and board-level audiences, translating financial outcomes into clear business stories and decision-ready insights. • Strengthen reporting methods and analytical tools to improve visibility into performance drivers and increase forecast reliability. • Work closely with accounting partners to align reporting outputs with close activities, deadlines, and explanations for variances in results. • Lead the enterprise budget, forecast, and long-range planning cycles, coordinating inputs across functions and maintaining consistency in assumptions. • Build dashboards, presentations, and performance summaries that support quarterly business reviews, board discussions, and investor-related updates. • Evaluate growth trends and operating performance through key business metrics, including recurring revenue indicators and customer retention measures. • Develop scenario analyses and financial models to support strategic planning, resource allocation, and investment decisions across the organization. • Act as a trusted finance advisor to functional leaders by providing actionable recommendations that improve accountability and business performance.
2026-07-17T00:00:00Z

Investment Operations Analyst

Fort Worth, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications, coordinating fund activity, and maintaining high-quality reporting for institutional clients. The position offers meaningful exposure across internal teams and is well suited for a highly organized individual who enjoys analyzing data and improving reporting processes. Join a leading Fort Worth investment firm managing billions in credit and alternative assets. We're seeking a sharp, detail-driven Analyst to own investor reporting, capital calls, and distribution processes for institutional clients. You'll work cross-functionally with Trading, Legal, and Client Coverage teams, build reporting using Excel's most powerful tools (Power Query, VBA), and directly shape how top-tier investors experience our firm. Ideal for a self-starter who thrives on solving data puzzles and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2-5 years finance/accounting experience required. Joe.Faradie at roberthalf com this is the best way to apply
2026-07-17T00:00:00Z