We are looking for a skilled Data Analytics Specialist to join our team in Richardson, Texas on a long-term contract basis. In this role, you will play a key part in supporting the Enterprise Data Governance team by analyzing, documenting, and enhancing datasets to improve data quality and establish governance standards. You will collaborate with team members and stakeholders to develop tools and processes that ensure data accuracy and usability across the organization.<br><br>Responsibilities:<br>• Conduct detailed data profiling and analysis from multiple sources, providing actionable insights to guide business decisions.<br>• Collaborate with business users to identify critical data elements, establish data quality rules, and define thresholds and requirements.<br>• Create and manage dashboards and visualizations to monitor and improve data quality metrics.<br>• Prepare presentations, documentation, and feedback loops to support data governance initiatives and maintain accurate records.<br>• Assist in delivering project milestones for data governance tools and solutions.<br>• Partner with technology teams and governance groups to implement and expand data governance practices.<br>• Develop workflows and tools to align data quality initiatives with broader data analytics goals.<br>• Support the creation of blueprints and models for data quality improvement strategies.<br>• Ensure compliance with regulatory standards and best practices in data management.<br>• Facilitate cross-functional collaboration to optimize the use of data assets across the organization.
We are looking for an experienced EDI Analyst to join our team on a contract basis in Roanoke, Texas. In this role, you will work on a short-term project, collaborating with stakeholders to address day-to-day errors related to inbound and outbound EDI transactions. This position requires strong expertise in EDI processes and systems, as well as familiarity with key tools and platforms.<br><br>Responsibilities:<br>• Manage and resolve errors in inbound and outbound EDI transactions, including purchase orders (850), invoices (810), and shipping notices (856).<br>• Ensure seamless integration and functionality of EDI processes within Great Plains and third-party commerce platforms.<br>• Utilize Data Masons tools to troubleshoot and optimize EDI workflows.<br>• Collaborate with internal teams to identify and address system inefficiencies.<br>• Conduct thorough testing and validation of EDI transactions to ensure accuracy and compliance.<br>• Provide technical support and guidance for EDI-related issues.<br>• Document solutions and maintain detailed records of EDI processes.<br>• Work closely with vendors to ensure smooth data exchanges and resolve any communication errors.<br>• Analyze EDI data to identify trends and implement improvements.<br>• Deliver timely updates on project progress to stakeholders.
<p>I am working with a client in Dallas that is hiring a Data Privacy Analyst to join their growing team. This is a mid-level position with room for growth including working on larger projects, drafting privacy policies for international marketing and building out privacy programs for new areas.</p><p> </p><p><strong>POSITION: DATA PRIVACY ANALYST</strong></p><p><strong>LOCATION: DALLAS, TX 75204 (4 DAYS ONSITE, FRIDAY WFH)</strong></p><p><strong>SALARY: $90-100K</strong></p><p> </p><p><strong>Required Experience: </strong></p><ul><li>3 years of data privacy experience</li><li>Privacy Impact Assessments (PIA)</li><li>GDPR</li><li>CCPA</li><li>OneTrust</li><li>Transfer Assessments </li><li>Privacy Law</li><li>Managing data domestically and internationally</li></ul><p><strong> </strong></p><p><br></p><p><br></p>
We are looking for a dedicated Systems Analyst to join our team in Dallas, Texas. In this role, you will play a key part in supporting and enhancing laboratory systems within a dynamic healthcare environment. You will collaborate with various teams to optimize workflows, manage system configurations, and ensure seamless integration between laboratory systems and third-party applications.<br><br>Responsibilities:<br>• Lead regular status meetings and provide updates to stakeholders while mentoring analysts on application workflows.<br>• Organize discovery sessions to identify operational requirements and propose effective solutions.<br>• Investigate and resolve system issues, recommending corrective actions to improve functionality.<br>• Collaborate with IT teams to implement technical solutions and enhance system performance.<br>• Support integration efforts between Epic Beaker and third-party applications, utilizing tools like Data Innovations Instrument Manager.<br>• Develop and maintain Reporting Workbench reports to provide actionable insights from laboratory data.<br>• Ensure system documentation is accurate, comprehensive, and up-to-date.<br>• Coordinate testing, upgrades, and go-live activities for Epic systems to ensure smooth transitions.<br>• Maintain Epic Master Training environment and deliver user training to ensure effective system utilization.
<p>We are looking for a highly analytical and results-driven Senior Financial Analyst to join our client's dynamic team in Dallas, Texas. In this role, you will leverage your expertise in financial modeling, forecasting, and data analysis to help drive key strategic decisions for a growing portfolio of restaurant brands. This opportunity is ideal for someone who thrives in a fast-paced environment and is passionate about blending financial strategy with operational excellence.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with operations, marketing, and leadership teams to develop and maintain financial models supporting strategic initiatives.</p><p>• Analyze financial performance across multiple restaurant brands and states, identifying opportunities for cost savings, revenue growth, and improved profitability.</p><p>• Create comprehensive profit and loss forecasts, scenario planning tools, and financial models for new store openings and promotional activities.</p><p>• Consolidate financial data and key performance indicators across various concepts, partnering with accounting teams to ensure accuracy.</p><p>• Lead monthly business reviews, presenting actionable insights and recommendations to cross-functional teams.</p><p>• Support the annual budgeting process and long-term planning by building detailed three-statement financial models.</p><p>• Assist with capital planning, debt financing, and other financial activities to support business expansion.</p><p>• Develop automated dashboards and tools to enhance decision-making and improve data visibility.</p><p>• Prepare quarterly financial presentations for the board of directors, ensuring clarity and strategic alignment.</p><p>• Participate in period-end close processes and provide support for financial reviews and audits.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Irving, Texas. In this role, you will leverage your financial expertise to drive strategic decision-making through detailed analysis, reporting, and forecasting. The ideal candidate will have a passion for transforming data into actionable insights, enhancing business performance, and supporting operational excellence.<br><br>Responsibilities:<br>• Lead the preparation of annual budgets and quarterly forecasts, collaborating with business leaders to create detailed financial projections.<br>• Analyze financial performance through weekly reports, evaluating sales, margins, pricing, inventory, and logistics costs.<br>• Perform variance analyses to identify trends and key business drivers, providing insights into actual versus planned performance.<br>• Develop and maintain dynamic Power BI dashboards to visualize performance metrics across departments.<br>• Automate reporting processes by integrating data from accounting and warehouse management systems to ensure accuracy and efficiency.<br>• Train non-financial team members on how to interpret financial dashboards and reports effectively.<br>• Collaborate with sales, procurement, and operations teams to translate data into actionable business strategies.<br>• Monitor product and customer profitability, pricing trends, and inventory turnover to optimize operational performance.<br>• Support leadership in scenario modeling, investment analysis, and evaluating cost-benefit opportunities.<br>• Identify areas for process improvement and implement solutions to enhance reporting and analysis workflows.
<p>We are looking for a detail-oriented Financial Analyst to join our client's team in Arlington, Texas. In this role, you will play a key part in managing and analyzing financial data related to capital project budgets and debt management. This position offers an opportunity to work on a variety of financial planning tasks, including capital program analysis, bond issuance activities, and compliance reporting.</p><p><br></p><p>Responsibilities:</p><p>• Manage and maintain construction and engineering budgets within the organization's project accounting system.</p><p>• Collaborate with internal departments to gather and analyze data on capital project budgets and timelines.</p><p>• Conduct in-depth analyses of the organization's capital program, including cash flow projections, bond timing, and debt management.</p><p>• Assist in planning and coordinating bond issuance activities, including scheduling and sizing.</p><p>• Prepare and review critical bond documents, such as Offering Statements and Closing Statements, and complete rating agency questionnaires.</p><p>• Oversee and ensure compliance with debt management functions, including meeting reporting requirements for government agencies.</p><p>• Contribute to the preparation of the annual budget and the Annual Comprehensive Financial Report.</p><p>• Reconcile data between the Lawson Activities module and General Ledger, and produce monthly Bond Status Reports.</p><p>• Maintain organized records of debt issuances and compliance requirements.</p><p>• Prepare journal entries and perform other finance-related tasks as assigned.</p>
<p>We are looking for a skilled Investment Accountant/Analyst to join our team in McKinney, Texas. In this role, you will focus on analyzing financial data, preparing detailed reports, and supporting strategic investment decisions for our subsidiaries. The ideal candidate will have a strong background in investment accounting and financial analysis, along with a passion for driving process improvements and ensuring compliance with industry regulations.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement financial models to support budgeting, forecasting, and scenario analysis.</p><p>• Conduct thorough analysis of financial data to identify trends, risks, and opportunities for investment portfolios.</p><p>• Prepare and deliver detailed financial reports, including monthly, quarterly, and annual analyses for subsidiary boards and management.</p><p>• Collaborate with various departments to align financial plans with organizational goals and strategies.</p><p>• Evaluate potential investments and acquisitions to support growth initiatives for subsidiaries.</p><p>• Work closely with IT teams to enhance data systems and ensure accuracy and accessibility of financial information.</p><p>• Utilize programming languages like Python or R to streamline processes and automate routine tasks.</p><p>• Manage accounting and reporting for complex investments, including fixed income, equity, and alternative assets.</p><p>• Investigate and resolve discrepancies in daily financial processing and ensure accurate reconciliations.</p><p>• Monitor compliance with internal controls, regulatory standards, and industry practices for investment accounting.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced Senior Technical Business Analyst (AI) to join our team in Plano, Texas. This role is ideal for someone with a strong background in product strategy, digital transformation, and FinTech who thrives on driving innovation and optimizing processes. You will play a key role in shaping business solutions, leveraging AI/ML technologies, and delivering measurable value through data-driven insights.</p><p><br></p><p>Responsibilities:</p><p>• Lead business analysis efforts for strategic digital transformation projects, ensuring alignment with organizational goals.</p><p>• Collaborate with cross-functional teams to define, refine, and implement product strategies.</p><p>• Create detailed business requirements, use cases, and functional specifications for AI/ML initiatives.</p><p>• Analyze complex workflows and processes to identify areas for improvement using data-driven approaches.</p><p>• Translate business needs into actionable technology solutions and recommendations.</p><p>• Act as a liaison between business stakeholders and technical teams to ensure successful project delivery.</p><p>• Monitor emerging industry trends in FinTech and technology to inform strategic decision-making.</p><p>• Support change management processes and ensure smooth adoption of new systems and tools.</p>
We are looking for an organized and detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will collaborate closely with the Accounts Payable department to ensure timely and accurate financial transactions. The ideal candidate is motivated, detail-oriented, possesses strong analytical skills, and is committed to maintaining financial accuracy.<br><br>Responsibilities:<br>• Prepare and process cash transfer requests between various banks and accounts, ensuring accuracy and compliance.<br>• Initiate and oversee wire transfers, account transfers, and other cash movement tasks using online banking platforms.<br>• Monitor fund investments and reconcile bank account balances to maintain accurate financial records.<br>• Generate and upload positive pay data files to banks and resolve any exceptions promptly.<br>• Analyze daily and historical cash positions to verify financial activities against accounting records.<br>• Import accounts payable data into check printing software and oversee daily check processing.<br>• Support treasury operations by opening and closing bank accounts, completing necessary forms, obtaining signatures, and coordinating with bank representatives.<br>• Update and maintain treasury reports, including daily cash activity documentation.<br>• Process monthly checks for distribution to royalty owners, ensuring timely and accurate delivery.<br>• Conduct special projects aimed at evaluating and enhancing treasury processes.
<p>We are looking for a highly skilled Sr Payroll Specialist to join our team on a contract basis in Dallas, Texas. In this role, you will handle complex payroll tasks while contributing to special projects and initiatives within the organization. The ideal candidate will bring expertise in payroll analysis, multi-state payroll processing, and system proficiency, ensuring seamless operations and data accuracy. This is a 4+ month contract position. 100% ONSITE 5 days a week in Dallas, TX 75240.</p><p><br></p><p><strong><u>Sr Payroll Analyst (contract position):</u></strong></p><p>Must have Oracle Cloude experience and have a bachelor's degree</p><p>Responsibilities:</p><p>• Analyze payroll data to identify trends, discrepancies, and opportunities for process improvement.</p><p>• Manage payroll processing for multi-state operations, ensuring compliance with applicable regulations.</p><p>• Collaborate on special payroll-related projects and initiatives to enhance system functionality and efficiency.</p><p>• Utilize Oracle Fusion HCM SaaS to manage payroll tasks and maintain accurate employee records.</p><p>• Communicate effectively with various levels of management to provide insights and updates on payroll processes.</p><p>• Oversee payroll operations for organizations with over 500 employees, ensuring timely and accurate payments.</p><p>• Implement and manage ADP Workforce Now systems to streamline payroll activities.</p><p>• Ensure adherence to company policies and labor laws in all payroll procedures.</p><p>• Troubleshoot and resolve payroll-related issues promptly to minimize disruptions.</p><p>• Develop and maintain detailed payroll documentation for audit and compliance purposes.</p>
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
We are looking for an experienced Inventory Analyst to join our team on a long-term contract. Based in McKinney, Texas, this role is vital for maintaining accurate inventory records and ensuring smooth logistics operations. The ideal candidate will have a strong background in inventory management and a keen eye for detail.<br><br>Responsibilities:<br>• Conduct regular inventory counts to maintain accurate stock records.<br>• Investigate and resolve any discrepancies found during inventory reconciliation.<br>• Collaborate with third-party logistics providers to ensure the proper handling and system entry of returned products.<br>• Compile detailed reports on inventory levels and logistics activities.<br>• Provide operational support for both inventory and logistics processes.<br>• Utilize systems such as NetSuite or similar platforms for efficient inventory tracking.<br>• Ensure compliance with organizational standards and procedures related to inventory management.<br>• Work closely with bookkeeping professionals to integrate inventory data seamlessly into financial records.
<p>We are looking for a detail-oriented Tax Audit Analyst to join our team in Plano, Texas. In this role, you will contribute to the integrity of our tax processes by ensuring compliance with internal controls, maintaining clear communication, and managing audit activities effectively. This position provides an excellent opportunity to develop technical expertise in tax auditing while collaborating across various levels of the organization.</p><p><br></p><p>Responsibilities:</p><p>• Uphold company policies and procedures by adhering to the established internal controls within the Tax Department.</p><p>• Foster clear and effective communication with employees, external providers, and government representatives at all levels.</p><p>• Prepare and distribute audit-related reports and data in a timely manner to support efficient processing.</p><p>• Maintain and update the audit log to track progress and ensure accurate documentation of ongoing and completed audits.</p><p>• Cross-train for other Tax Analyst roles to serve as a backup resource when needed.</p><p>• Conduct research on tax-related inquiries to enhance technical knowledge and remain informed of industry best practices.</p><p>• Follow company document management and retention policies to ensure compliance.</p><p>• Participate in development activities, such as workshops, reviewing publications, and networking within relevant organizations.</p><p>• Work extended hours as required to meet deadlines during peak periods.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an experienced Investment Analyst specializing in compliance to join our team in Fort Worth, Texas. </p><p><br></p><p>exciting <strong><u>Opportunity: Investment Analyst -</u></strong> Compliance at our leading investment firm in Fort Worth, Texas! Leverage your investment firm experience in this dynamic hybrid role, enjoying a flexible schedule and fantastic perks like free gourmet lunches daily. Monitor portfolio guidelines, ensure trade compliance, and collaborate with portfolio management, trading, and risk teams to maintain our state-of-the-art compliance system. Benefit from comprehensive health plans, generous PTO, and a supportive culture that fosters growth. Join a team where your expertise drives impact in a fast-paced, rewarding environment. Apply now for this direct-hire role and elevate your career with unparalleled benefits! Don’t miss the chance to thrive in a role that values your skills and offers a vibrant workplace. Act fast to secure your spot in our innovative firm!</p><p><br></p><p>Joe.Faradie at roberthalf com for confidential consideration</p><p><br></p><p>connect with me on linkedin</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 Senior Financial Analyst to join our team in Irving, Texas. This role is ideal for someone who excels in financial modeling, forecasting, and budgeting. You will play a key role in analyzing performance metrics and supporting strategic decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain financial models to evaluate business performance and support long-term strategic planning.</p><p>• Analyze financial forecasts and budgets to identify trends and recommend actionable improvements.</p><p>• Conduct variance analysis to assess discrepancies between actual and projected financial outcomes.</p><p>• Perform transaction advisory tasks, ensuring alignment with organizational goals and compliance standards.</p><p>• Monitor and ensure compliance with lender and loan requirements, providing accurate reporting as needed.</p><p>• Collaborate with cross-functional teams to deliver ad hoc financial analyses and insights.</p><p>• Contribute to profit and loss analysis, identifying opportunities to optimize revenue and reduce costs.</p><p>• Apply data mining techniques to extract valuable insights and improve decision-making processes.</p><p>• Present financial findings and recommendations to stakeholders, supporting informed decision-making.</p>
<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
<p>We are looking for an experienced Real Estate Senior Financial Analyst to join the asset management division of a real estate company based in Dallas, Texas. This role focuses on providing financial insights and operational support across acquisitions, leasing, dispositions, and other critical areas of real estate asset management. <strong>This is a 3 month contract with potential to extend.</strong></p><p><br></p><p>Responsibilities:</p><p>• Conduct reviews of financial models and assumptions during acquisitions, ensuring accuracy before due diligence deadlines.</p><p>• Lead analysis for property dispositions, provide strategic recommendations, and evaluate loan impacts in collaboration with capital markets.</p><p>• Monitor leasing activities, benchmark against budgets, review lease agreements, and update systems such as Yardi to reflect current data.</p><p>• Prepare operational reports, analyze financial variances, and manage elements like tenant improvements, leasing commissions, and capital expenditures.</p><p>• Oversee cash management processes, including capital contributions, distributions, and loan draw coordination with accounting teams.</p><p>• Track and ensure compliance with loan covenants, including monitoring cash traps and assessing implications for property sales.</p><p>• Reconcile quarterly financial models and business plans, participate in planning processes, and propose value-add strategies for assets.</p><p>• Develop and reforecast budgets in collaboration with stakeholders to align with organizational goals.</p><p>• Support tax appeals and retention rate reporting, ensuring data accuracy and validity in all submissions.</p>
<p>We are looking for an experienced Senior Financial Analyst to join our team in Grapevine, Texas. In this role, you will play a critical part in driving financial planning, forecasting, and reporting efforts to support organizational goals. This is an opportunity to collaborate with leadership and contribute to data-driven decision-making in a meaningful way.</p><p><br></p><p>Responsibilities:</p><p>• Develop, maintain, and enhance financial models, including income statements, balance sheets, and cash flow projections.</p><p>• Lead the preparation of monthly and quarterly forecasts, analyzing revenue, expenses, and key organizational metrics.</p><p>• Play an integral role in the annual budgeting process by building models, collaborating with department leaders, and analyzing trends.</p><p>• Partner with department heads to evaluate project profitability, assess initiatives, and review capital expenditures, providing variance analysis as needed.</p><p>• Create and adapt financial and operational reports to meet evolving business requirements.</p><p>• Conduct in-depth analyses of financial results, monitor variances, and recommend actionable insights to management.</p><p>• Support decision-making by designing ad hoc financial analyses and leveraging data mining techniques.</p><p>• Identify opportunities to improve financial processes and contribute to the organization’s overall financial health.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will provide comprehensive financial insights to support efficient decision-making and operational effectiveness within the healthcare industry. You will play a key part in preparing budgets, forecasts, and detailed financial analyses to guide strategic initiatives and improve organizational performance.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to assist administrators and department leaders in optimizing operational efficiency and cost management.<br>• Develop and manage operating and capital budgets for assigned departments and areas.<br>• Create 5-year financial forecasts, including projections for statistics, payer mix, payments, and capital expenditures.<br>• Evaluate potential capital acquisitions, new projects, or services, presenting findings and defending recommendations.<br>• Analyze budget versus actual revenue and expense variances using standard and customized reports.<br>• Prepare and deliver verbal or written reports on operational efficiency analyses to management and relevant stakeholders.<br>• Generate management reports as requested to support decision-making processes.<br>• Develop operating pro formas for proposed services, projects, or capital investments and ensure accuracy by collaborating with finance and clinical teams.<br>• Provide financial analysis and recommendations for lease versus buy decisions related to equipment acquisitions.<br>• Act as a liaison between assigned departments and finance teams to ensure alignment and accurate reporting.
Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation Team). This position will have excellent exposure to Wall Street brokers / banks and will get a basic understanding of the hedge fund industry. Pay range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or parts passed a plus but not required) from a top school. Must have a GPA of 3.4 or higher. <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). <br> The firm has immediate openings for 2 highly experience in and motivated individuals to join the team as a Hedge Portfolio Analyst Team (middle office – valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and all internal operations. This is a dynamic opportunity to contribute directly in the growth of a complex and fast moving company as it prepares for its initial public offering. <br> Responsibilities <br> Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting <br> Qualifications <br> 1-3 years + experience in the public accounting field BBA/PPA/MPA in Accounting from a top tier, nationally ranked business school CPA required or certification pending Working knowledge of general Finance and Accounting functions Advanced Microsoft Office skills Detail and task-oriented with a strong work ethic Excellent communication and organizational skills Experience in Financial Analysis and Project Management Oracle general ledger system experience is a plus Ability to work 45-50 hours per week <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris).
We are looking for an experienced Manager of Data Analytics and Costing to join our team in Fort Worth, Texas. This role is essential in driving financial planning, analysis, and costing accuracy within the organization. The ideal candidate will have a strong background in manufacturing cost structures, financial modeling, and team leadership, with a focus on delivering actionable insights and fostering process improvements.<br><br>Responsibilities:<br>• Lead financial planning processes, including budgeting, monthly forecasting, and long-range planning, ensuring alignment with organizational goals.<br>• Conduct detailed variance analyses to compare actual financial results with budgets and forecasts, providing actionable insights and recommendations.<br>• Develop and maintain predictive financial models to support strategic decision-making and scenario planning.<br>• Oversee product and job costing validation processes to ensure accuracy and alignment with operational realities.<br>• Collaborate with operations, production, and supply chain teams to analyze manufacturing variances and identify opportunities for cost savings.<br>• Create and deliver comprehensive management reports and dashboards using advanced tools such as Excel and Power BI.<br>• Implement predictive analytics techniques to anticipate cost trends and mitigate financial risks.<br>• Present financial data and complex analyses in a clear, concise manner for diverse stakeholders, including senior management.<br>• Lead and mentor a team of financial analysts and cost accountants, fostering growth and accountability.<br>• Champion best practices in data analytics and costing, driving continuous improvement across the organization.
<p><strong>Job Title:</strong> Data Analytics Specialist – SAP Data Governance & Quality</p><p> <strong>Service Type:</strong> Temporary, 44 Week Contract</p><p> <strong>Location:</strong> Remote (Must be located in EST or CST)</p><p><strong>Position Overview</strong></p><p>Are you passionate about data? Do you find joy in transforming raw information into meaningful insights? If so, we invite you to apply for the role of <strong>SAP Data Analytics Specialist</strong>. This position plays a key role in preparing for our migration to SAP S/4HANA by ensuring the integrity, accuracy, and optimization of data across SAP systems.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li><strong>Data Profiling:</strong> Analyze SAP data for quality, consistency, and completeness. Identify patterns, anomalies, and areas for improvement.</li><li><strong>Data Quality Management:</strong> Develop and apply data quality rules, perform validation checks, and recommend corrective actions.</li><li><strong>Data Governance:</strong> Collaborate with stakeholders to uphold data governance standards and promote best practices.</li><li><strong>Data Migration & Integration:</strong> Support SAP data migration efforts, ensuring clean and structured data, and assist with data mapping and integration.</li><li><strong>Reporting & Analytics:</strong> Create and maintain dashboards and reports to monitor KPIs related to data quality and system performance.</li><li><strong>Cross-Functional Collaboration:</strong> Partner with SAP functional teams (e.g., MM, SD, FICO) to resolve data issues and implement data-driven solutions.</li><li><strong>Continuous Improvement:</strong> Contribute to process enhancements that improve data accuracy and system efficiency.</li><li><strong>Documentation & Training:</strong> Document methodologies and procedures; assist in developing training materials for data management processes.</li></ul><p><br></p><p><strong>What You Will Learn</strong></p><ul><li>How to transform raw data into high-quality, fit-for-purpose assets.</li><li>How to collaborate across departments to unlock the value of enterprise data.</li><li>The strategic role data plays in driving business decisions.</li><li>Best-in-class tools and techniques that will elevate your career.</li></ul><p><br></p>
We are looking for an experienced ERP/CRM Configuration SME to join our team in Plano, Texas. This Contract-to-Permanent position offers the opportunity to take ownership of critical business processes while collaborating with cross-functional teams to deliver impactful solutions. The ideal candidate will have deep expertise in SAP CRM and SAP functionalities, along with a strong ability to translate complex business needs into effective system configurations.<br><br>Responsibilities:<br>• Configure, maintain, and provide ongoing support for the SAP CRM solution to ensure optimal performance.<br>• Serve as the primary subject matter expert for ordering and pricing orchestration processes, ensuring accurate alignment with business requirements.<br>• Partner closely with Rating, Pricing, and Finance teams to understand their needs and deliver tailored SAP solutions.<br>• Act as the Functional Lead for all SAP CRM-related business processes, including upgrades, defect resolution, change request management, implementations, and country-specific rollouts.<br>• Collaborate with integration teams to address all matters related to system interfacing and data flow.<br>• Develop and document functional specifications, process flows, and training materials to support system usage and enhancements.<br>• Analyze current business processes to identify areas for improvement and recommend solutions.<br>• Ensure seamless integration of SAP CRM with other SAP modules and external systems.<br>• Provide guidance and troubleshooting support to resolve technical issues efficiently.
