<p>Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance professional who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance.</p><p><br></p><p>In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks.</p><p><br></p><p>My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances.</li><li>Develop and maintain sales, gross margin, operating expense, and working capital analyses.</li><li>Prepare, analyze, and distribute monthly financial reporting packages to business leadership.</li><li>Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives.</li><li>Create financial models, business cases, dashboards, presentations, and ad hoc analyses.</li><li>Support annual budgeting, quarterly forecasting, and long-range planning processes.</li><li>Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making.</li><li>Present financial information and recommendations to stakeholders across the organization.</li></ul><p><strong>Why Consider This Opportunity?</strong></p><ul><li>Highly visible role with direct interaction with business leadership.</li><li>Opportunity to influence strategic decision-making and business performance.</li><li>Collaborative and employee-focused culture.</li><li>Strong growth potential within a successful and expanding organization.</li><li>Competitive compensation and comprehensive benefits package.</li></ul><p>If you're looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we'd love to connect with you.</p>
<ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contribution</li><li>Generous paid time off and holidays</li><li>Opportunity to work closely with senior leadership in a high-impact role</li></ul><p><br></p>
<p>We are looking for an experienced Sr. Financial Analyst to support plant finance activities and provide meaningful analysis that helps guide operational and financial decisions. Based in Dallas, Texas, this role works closely with plant leaders and finance partners to strengthen reporting accuracy, evaluate performance trends, and identify opportunities to improve results. The position is well suited for a finance specialist who is comfortable in a manufacturing environment and enjoys combining detailed analysis with cross-functional collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate month-end and pre-close finance activities for the plant, including journal preparation, account review, inventory-related support, and analysis of financial fluctuations.</p><p>• Produce monthly and quarterly financial reports with clear explanations of business performance for finance leadership and operational stakeholders.</p><p>• Review product cost inputs such as bills of material and raw material consumption data to help maintain reliable costing information.</p><p>• Analyze manufacturing costs and plant performance to highlight trends, risks, and opportunities that can improve financial and operational outcomes.</p><p>• Partner with plant leadership to translate financial results and operational metrics into actionable recommendations for decision-making.</p><p>• Compare production measures such as yield, scrap, and throughput against financial performance to uncover drivers of variance and areas for improvement.</p><p>• Develop, track, and refine key performance indicators that support visibility into plant efficiency and business results.</p><p>• Assist with budgeting, forecasting, and scenario analysis by gathering data, evaluating assumptions, and explaining performance against plan.</p><p>• Monitor adherence to plant financial and operational processes and raise concerns to the appropriate stakeholders when issues are identified.</p><p>• Contribute to special projects and ad hoc analyses while continuing to build knowledge of manufacturing operations, costing practices, and finance processes.</p>
We are looking for a Sr. Financial Analyst to support revenue planning and performance analysis for a dynamic organization in Dallas, Texas. This role will play a central part in building financial insight across business areas by translating data into meaningful recommendations for leaders. The ideal candidate brings strong analytical judgment, communicates financial outcomes clearly, and helps guide planning decisions through accurate forecasting and thoughtful evaluation.<br><br>Responsibilities:<br>• Build and refine revenue forecasting models that support annual budgets, periodic forecasts, and longer-term financial planning across multiple business segments.<br>• Track revenue performance, interpret shifts in key metrics, and deliver clear variance analysis and trend updates to senior leadership.<br>• Partner with stakeholders to shape financial plans and evaluate business scenarios, highlighting implications, risks, and practical next steps.<br>• Identify factors that may affect revenue results and recommend actions that help address challenges or capture growth opportunities.<br>• Contribute to recurring reporting by summarizing operational performance, forecast movement, and planning assumptions across divisions.<br>• Collaborate with finance leaders and cross-functional partners to provide decision support while meeting demanding reporting deadlines.<br>• Develop concise presentation materials for weekly and monthly business reviews, including forecast discussions and performance updates.<br>• Conduct targeted ad hoc analyses and present findings in a way that supports informed leadership decisions.
<p>We are looking for a Senior Financial Analyst to support financial planning and performance analysis for a leading mortgage lending organization in Dallas, Texas. This role partners with business leaders to evaluate results, highlight meaningful trends, and deliver insights that support sound decision-making. The ideal candidate brings strong analytical ability, a solid understanding of financial modeling and variance analysis, and the confidence to handle complex assignments with minimal oversight.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate financial performance by reviewing actual results against budgets, forecasts, and operating expectations.</p><p>• Investigate variances, identify emerging trends, and present practical recommendations that help improve business outcomes.</p><p>• Prepare and reconcile financial data by validating transactions, correcting discrepancies, and maintaining accurate records.</p><p>• Support the integrity of reporting systems by entering, reviewing, and safeguarding financial information and database content.</p><p>• Complete complex short- and long-range analytical assignments while exercising sound judgment on non-routine issues.</p><p>• Act as a knowledgeable resource for financial analysis matters, offering guidance to less experienced team members when escalations arise.</p><p>• Collaborate with colleagues and business stakeholders to communicate financial findings and explain technical information clearly.</p><p>• Contribute to team development by assisting with onboarding, training, or day-to-day oversight of entry-level staff when needed.</p>
<p>We are looking for a Sr. Financial Analyst to support financial planning and performance analysis for a growing healthcare organization in Dallas, Texas. This role partners closely with leadership to deliver meaningful reporting, identify trends, and translate data into clear business insights. The ideal candidate brings strong analytical judgment, advanced modeling capabilities, and a continuous improvement mindset to enhance reporting and decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Prepare accurate financial and operational analyses that help leadership evaluate performance and make informed decisions.</p><p>• Support the Senior Director of FP&A by delivering recurring daily, weekly, and monthly reports on schedule.</p><p>• Participate in budgeting and forecasting activities, including departmental expense reviews and cost trend analysis.</p><p>• Examine financial and operational results to identify drivers, explain variances, and connect findings to overall business outcomes.</p><p>• Improve reporting workflows by designing more efficient tools, processes, and technology-based solutions.</p><p>• Build and refine Excel-based models, visual summaries, and reporting templates to strengthen analysis and communication.</p><p>• Conduct data-driven research and provide ad hoc analysis for initiatives across multiple business areas.</p><p>• Take on additional analytical assignments as business needs evolve.</p>
<p>We are looking for a strategic Senior Financial Analyst to join our client's Finance & Accounting team in Dallas, Texas. In this role, you will turn financial and operational data into meaningful insights that help guide decisions across a growing multisite company. This position partners closely with leadership and cross-functional teams to support planning, performance analysis, and long-term growth initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Create and refine financial models that support business planning, investment decisions, and operational initiatives across multiple restaurant concepts.</p><p>• Evaluate revenue, expenses, and profitability trends to highlight opportunities for stronger margins and improved financial performance.</p><p>• Prepare forecasts, scenario analyses, and profit and loss projections related to new locations, promotions, menu changes, and other growth activities.</p><p>• Combine financial results and key performance indicators from various brands and entities to deliver a clear view of overall business performance.</p><p>• Lead recurring performance reviews with business partners and present practical recommendations based on financial findings.</p><p>• Contribute to annual budgeting, long-range planning, and three-statement modeling to support strategic and operational goals.</p><p>• Assist with capital planning, cash flow analysis, debt-related modeling, and financing support as the organization expands.</p><p>• Design and enhance dashboards and reporting tools using systems such as Power BI, Oracle EPM, and Hyperion SmartView to improve visibility and decision-making.</p><p>• Develop quarterly materials for board-level reporting and support period-end close activities, financial reviews, and annual audit preparation.</p>
<p>A growing, innovative organization in the life sciences sector is seeking a <strong>Senior Financial Analyst</strong> to support executive leadership with high‑impact financial reporting, analysis, and forecasting. The ideal candidate brings strong business acumen, excellent analytical capabilities, and the communication skills needed to influence stakeholders across the organization. This is a great opportunity for someone looking to advance within a fast‑paced, data‑driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support forecasting, annual budgeting, long‑range planning, and monthly close activities across multiple functional groups.</li><li>Develop and maintain ongoing reporting dashboards and KPIs (financial and operational).</li><li>Prepare timely monthly, quarterly, and ad hoc financial reports; analyze variances and provide actionable insights to leadership.</li><li>Partner with business groups to support planning, prioritization, and performance management.</li><li>Contribute to month‑end close processes, including production reporting, cost analysis, variance reviews, and journal entries.</li><li>Troubleshoot and resolve financial issues within tight deadlines.</li><li>Maintain and update financial planning templates within Oracle/Hyperion environments.</li><li>Conduct competitive and industry analysis, including benchmarking of financial and operational metrics.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Business, or related field.</li><li>2–4 years of Corporate Finance or FP&A experience.</li><li>Experience with Oracle EPBCS and/or Hyperion strongly preferred.</li><li>Proven financial modeling, forecasting, and budgeting experience.</li><li>Strong understanding of income statement, balance sheet, and cash flow drivers.</li><li>Ability to synthesize large datasets into clear and actionable insights for leadership.</li><li>Highly detail‑oriented with strong work ethic and a positive, proactive mindset.</li><li>Ability to thrive in a fast‑paced, rapidly evolving environment while managing multiple priorities.</li><li>Strong communication skills and comfort interacting at all organizational levels.</li><li>Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Advanced Excel skills (Power Query, PivotTables, macros) and strong PowerPoint abilities.</li><li>Familiarity with BI tools such as Tableau, Power BI, or Looker.</li><li>Experience with Smart View or similar analysis tools.</li><li>Exposure to SQL or data querying languages.</li><li>Background in biotechnology, life sciences, or laboratory services.</li><li>Experience working in private equity–backed organizations or supporting M&A‑related analysis.</li><li>Prior involvement in automating reporting processes or building analytical dashboards.</li><li>Understanding of healthcare reimbursement models or payer/provider dynamics.</li></ul>
<p>We are looking for a Sr. Financial Analyst to support financial planning, budgeting, and portfolio analysis in Plano, Texas. This Long-term Contract position will partner closely with IT portfolio leaders, finance teams, and executive stakeholders to deliver meaningful insights that guide spending decisions and improve financial performance. The ideal candidate brings strong analytical capability, clear communication skills, and a practical approach to forecasting, variance review, and cost management. <strong>This is a 12 month project, working a hybrid schedule. </strong></p><p><br></p><p>Responsibilities:</p><p>• Lead financial planning discussions with portfolio leadership and contribute clear recommendations during budget and strategy reviews.</p><p>• Coordinate annual and mid-range planning activities for the assigned portfolio, ensuring timelines, inputs, and submissions are completed accurately.</p><p>• Gather and evaluate financial and operational data to support budget decisions, forecasting activities, and resource planning.</p><p>• Identify spending patterns and cost-saving opportunities, then help develop and monitor actions that improve portfolio efficiency.</p><p>• Work closely with business unit finance partners to manage requests, align priorities, and maintain effective communication across stakeholders.</p><p>• Organize and facilitate recurring meetings with portfolio leaders to review financial performance, planning assumptions, and open issues.</p><p>• Prepare journal entries, including accruals and expense reclassifications, with a high level of accuracy and attention to detail.</p><p>• Review budget and target results against actual performance, investigate key variances, and recommend forecast updates when needed.</p><p>• Translate detailed financial findings into concise, actionable updates that help stakeholders understand risks, trends, and business impact.</p><p>• Support ongoing improvements to financial planning and management processes in partnership with finance leadership.</p>
We are looking for a Sr. Financial Analyst to provide financial insight and planning support for our operations in Irving, Texas. This role partners closely with operational and finance leaders to deliver accurate reporting, evaluate performance trends, and support sound business decisions. The ideal candidate brings strong analytical capability, experience in budgeting and forecasting, and the ability to translate financial results into actionable recommendations.<br><br>Responsibilities:<br>• Partner with operations and finance leadership to deliver analysis that supports performance management, planning, and day-to-day business decisions.<br>• Lead the development of budgets, forecasts, and financial scenarios, ensuring assumptions reflect operational goals and business priorities.<br>• Prepare monthly financial reporting packages with variance analysis, trend evaluations, and commentary on key performance drivers.<br>• Identify financial risks and opportunities, communicate their potential impact, and recommend practical actions to improve results.<br>• Provide decision support for cost management, capital spending, pricing strategies, and contract-related financial evaluations.<br>• Contribute accurate data and business context to monthly, quarterly, and annual reporting cycles in alignment with broader corporate standards.<br>• Help strengthen financial models and reporting frameworks to improve transparency, consistency, and usefulness across the organization.<br>• Drive process enhancements by improving reporting routines, supporting automation efforts, and promoting stronger data quality in planning and analysis activities.
We are looking for an experienced financial analyst to support market-level performance and partner closely with operational leadership in Texas. This role focuses on turning financial and operational data into practical insights that strengthen profitability, improve execution, and guide strategic decisions. The ideal candidate will combine strong analytical capability with the ability to communicate clearly across finance and field teams.<br><br>Responsibilities:<br>• Partner with regional leadership to provide financial guidance that supports market strategy and day-to-day decision-making.<br>• Evaluate profit and loss results through recurring business reviews, highlighting branch performance, cost drivers, and efficiency trends.<br>• Interpret financial and operational data to uncover risks, identify growth opportunities, and recommend actions that improve results.<br>• Create and maintain dashboards and recurring reports in Power BI and similar tools to give stakeholders clear visibility into key performance indicators.<br>• Contribute to budgeting and forecasting activities by building data-informed models and incorporating local business assumptions.<br>• Analyze forecast-to-actual results, explain material variances, and propose corrective steps based on underlying causes.<br>• Work with operations leaders to connect financial targets with execution plans and market priorities.<br>• Participate in operational and executive review meetings, offering financial perspective on performance and improvement initiatives.<br>• Perform detailed branch-level analyses and develop recommendations to enhance productivity and profitability.<br>• Prepare business cases and financial models for expansion efforts, including new locations and added service offerings.
<p>We are seeking a highly motivated <strong>NetSuite - Financial Systems Analyst</strong> to support our growing finance and accounting operations. This role will serve as a key liaison between Accounting, Finance, and Leadership teams, focusing on financial operations, reporting, audits, and the ongoing optimization of our NetSuite environment following a recent ERP migration.</p><p><br></p><p>The ideal candidate will combine strong accounting expertise with hands-on NetSuite experience, including reporting, CRM functionality, system customization, user adoption, and process improvements. This individual will play a critical role in ensuring accurate financial reporting, supporting audits, and driving efficiency across finance-related systems and workflows.</p><p><br></p><p>Key Responsibilities</p><ul><li>Manage day-to-day accounting activities, including general ledger, account reconciliations, month-end close, and financial reporting.</li><li>Develop, maintain, and enhance financial reports, dashboards, and saved searches within NetSuite.</li><li>Support internal and external audit processes by preparing schedules, reports, and supporting documentation.</li><li>Partner with Finance and Leadership teams to improve financial visibility and reporting capabilities.</li><li>Act as a key stakeholder in post-NetSuite implementation initiatives, including system enhancements, integrations, user adoption, and process optimization.</li><li>Collaborate with business leaders to identify opportunities for automation and workflow improvements.</li><li>Support contract review, client billing processes, revenue tracking, and engagement reporting.</li><li>Ensure financial data integrity and compliance with internal controls and accounting standards.</li><li>Utilize NetSuite CRM functionality to support client engagement tracking, reporting, and operational processes.</li><li>Assist with ERP troubleshooting, testing, documentation, training, and user support.</li><li>Analyze financial and operational data to provide actionable business insights and recommendations.</li></ul><p><br></p>
We are looking for an experienced finance specialist to support and guide planning and performance analysis for fuel distribution operations in Dallas, Texas. This role partners closely with accounting, operations, sales, and commercial teams to deliver clear financial insight, strengthen decision-making, and improve business visibility. The ideal candidate brings strong analytical judgment, excellent communication skills, and the ability to thrive in a fast-moving, collaborative environment while working independently when needed.<br><br>Responsibilities:<br>• Direct monthly forecasting activities and longer-range financial outlooks by working with operational stakeholders to assess trends, risks, and growth opportunities.<br>• Coordinate the annual budgeting cycle and help align financial plans with broader operational and company objectives.<br>• Prepare detailed variance reviews that explain key business drivers and provide context behind changes in financial performance.<br>• Design, maintain, and enhance recurring management reports that track operating results and support informed decision-making.<br>• Identify better ways to measure business performance across existing operations and newly added business segments, then implement those improvements.<br>• Deliver timely and accurate reporting while maintaining a high standard of data integrity across analyses and presentations.<br>• Streamline and automate reporting workflows to reduce manual effort and create more capacity for strategic finance support.<br>• Serve as a trusted advisor to cross-functional partners by translating complex financial information into practical business recommendations.<br>• Investigate unusual results, perform root-cause analysis, and complete deep-dive reviews and ad hoc projects, including support for strategic initiatives such as acquisitions.
We are looking for a Senior Payroll & Tax Analyst to support accurate payroll delivery and payroll tax compliance for a multi-state employee population. This Long-term Contract position is ideal for someone who is detail oriented and can balance precision, regulatory knowledge, and strong collaboration while working in a fast-moving environment. The role will contribute to dependable payroll operations, strengthen internal controls, and help improve processes through thoughtful analysis and technology-enabled solutions.<br><br>Responsibilities:<br>• Manage full-cycle payroll activities for employees across multiple states, ensuring timely and accurate processing each pay period.<br>• Oversee payroll tax administration, including withholding, reporting, reconciliations, and issue resolution to maintain compliance with applicable regulations.<br>• Review payroll data for accuracy and investigate discrepancies related to earnings, deductions, taxes, and employee records.<br>• Partner with Human Resources, Finance, and other stakeholders to resolve payroll questions and support smooth day-to-day operations.<br>• Prepare reports, audits, and documentation that support internal review requirements, regulatory readiness, and leadership visibility.<br>• Maintain and strengthen payroll controls to align with compliance standards and support a well-governed operating environment.<br>• Use payroll platforms such as Workday and ADP to process transactions, validate records, and improve system-driven efficiency.<br>• Identify opportunities to streamline workflows, enhance reporting quality, and support continuous improvement across payroll and tax processes.
<p>Financial Analyst</p><p>Accountemps is looking for a temporary Financial Analyst to join a fast-growing company. In this position, you will conduct financial modeling on various financial products as well as measure, analyze and forecast performance in conjunction with operating plans. Additional duties include be responsible for advising management on the allocation of resources to best accomplish objectives and preparing reports for management. You will be a part of a dynamic team being a key business partner in areas such as forecasting, performance reporting, and expense management. </p><p><br></p><p>· Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations </p><p>· Supporting weekly, quarterly and annual Area/Segment level Bookings and P&L forecasting </p><p>· Analyzing performance to date and assessing potential risks and opportunities </p><p>· Understanding and explaining internal and external drivers impacting performance and trending </p><p>· Learning and applying econometric and statistical methods to forecasting </p><p>· Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support </p><p>· Provide analytical support during New Year readiness/Year End planning cycle </p><p>· Drive the strategy and business planning process</p><p>· Become embedded within the Marketing and Customer Success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics</p><p>· Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization</p><p>· Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans</p>
<p>The Senior Accountant is responsible for supporting the month-end and year-end close process, preparing and reviewing journal entries, performing account reconciliations, maintaining the general ledger, and ensuring accurate financial reporting in accordance with GAAP. This role partners closely with accounting leadership and cross-functional departments to analyze financial data, resolve discrepancies, improve processes, and maintain strong internal controls. The Senior Accountant may also assist with audits, budgeting, financial statement preparation, fixed asset accounting, and mentoring junior accounting staff.</p>
<p>The Senior Accountant is responsible for supporting the month-end and year-end close process, preparing and reviewing journal entries, performing account reconciliations, maintaining the general ledger, and ensuring accurate financial reporting in accordance with GAAP. This role partners closely with accounting leadership and cross-functional departments to analyze financial data, resolve discrepancies, improve processes, and maintain strong internal controls. The Senior Accountant may also assist with audits, budgeting, financial statement preparation, fixed asset accounting, and mentoring junior accounting staff.</p>
<p><strong>Role & Responsibilities</strong></p><p>· Execute monthly accounting close procedures and deliverables primarily in the compensation area (journal entries, reconciliations, reports)</p><p>· Prepare monthly consolidated P&L and Balance Sheet flux analysis for management reporting</p><p>· Work with business partners to ensure compliance with corporate accounting policies, procedures and controls and provide support on special requests.</p><p>· Provide analysis on financial results (trends, performance metrics, benchmarks)</p><p>· Assist in coordinating quarterly reviews and SOX testing with internal and external auditors</p><p>· Prepare Balance Sheet account reconciliations</p><p>· Dedication to continuously improve the automation of the accounting and reporting process</p><p>· Participate in various department-wide initiatives</p><p>· Ad-hoc projects as necessary</p>
<p>We are seeking an experienced <strong>Senior Accountant</strong> for a <strong><u>contract opportunity in Dallas, Texas.</u></strong> This role will support key accounting operations, month-end close activities, financial reporting, account reconciliations, and general ledger maintenance. The ideal candidate is detail-oriented, deadline-driven, and capable of working independently in a fast-paced environment.</p>
<p>Key Responsibilities</p><ul><li>Prepare and review monthly journal entries and account reconciliations.</li><li>Manage month-end, quarter-end, and year-end close activities.</li><li>Analyze financial statements and investigate variances.</li><li>Maintain the general ledger and ensure accuracy of financial records.</li><li>Prepare internal financial reports and support management reporting needs.</li><li>Assist with budgeting, forecasting, and cash flow analysis.</li><li>Ensure compliance with GAAP and company accounting policies.</li><li>Support internal and external audit requests.</li><li>Review fixed assets, prepaid expenses, accruals, and other balance sheet accounts.</li><li>Identify process improvement opportunities and assist with implementing efficiencies.</li><li>Collaborate with departments across the organization to resolve accounting-related issues.</li><li>Assist with special projects and ad hoc financial analysis as needed.</li></ul><p><br></p>
Senior Accountant Accountemps is looking for a Senior Accountant for a contract opportunity with a well-known regional CPA firm. As a Senior Accountant, you will be responsible for financial statement preparation and consolidation, account analysis and reconciliations, cash flow analysis, budgets and forecasting, audit preparation, and internal control maintenance and regulatory reporting. This position offers you great long-term potential and a strong compensation and benefits package. We are looking for someone who has excellent analytical skills and enjoys working in a challenging and fast–paced environment to support the firm's continued success. Role & Responsibilities · Execute monthly accounting close procedures and deliverables primarily in the compensation area (journal entries, reconciliations, reports) · Prepare monthly consolidated P&L and Balance Sheet flux analysis for management reporting · Work with business partners to ensure compliance with corporate accounting policies, procedures and controls and provide support on special requests. · Provide analysis on financial results (trends, performance metrics, benchmarks) · Assist in coordinating quarterly reviews and SOX testing with internal and external auditors · Prepare Balance Sheet account reconciliations · Dedication to continuously improve the automation of the accounting and reporting process · Participate in various department-wide initiatives Ad-hoc projects as necessary
<p>Key Responsibilities</p><ul><li>Prepare and review monthly journal entries and account reconciliations.</li><li>Manage month-end, quarter-end, and year-end close activities.</li><li>Analyze financial statements and investigate variances.</li><li>Maintain the general ledger and ensure accuracy of financial records.</li><li>Prepare internal financial reports and support management reporting needs.</li><li>Assist with budgeting, forecasting, and cash flow analysis.</li><li>Ensure compliance with GAAP and company accounting policies.</li><li>Support internal and external audit requests.</li><li>Review fixed assets, prepaid expenses, accruals, and other balance sheet accounts.</li><li>Identify process improvement opportunities and assist with implementing efficiencies.</li><li>Collaborate with departments across the organization to resolve accounting-related issues.</li><li>Assist with special projects and ad hoc financial analysis as needed.</li></ul><p><br></p>
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. <br> Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Partner with sales staff to prepare tailored financing and lease proposals that align with customer needs and business goals.</p><p>• Guide customers through financing options, explain terms clearly, gather required credit details, and help secure agreement on the final structure.</p><p>• Manage transaction completion by obtaining signed documents, collecting upfront payments, and confirming insurance details needed for funding.</p><p>• Monitor outstanding equipment invoices, follow up on open balances, and coordinate with the sales team to address collection concerns.</p><p>• Research market trends, lender programs, and competitor offerings to recommend strategies that strengthen financing competitiveness.</p><p>• Build and maintain productive relationships with finance providers, manufacturers, and internal stakeholders to support smooth deal execution.</p><p>• Assemble credit packages, submit applications to funding sources, and track approvals through final funding.</p><p>• Create training materials and coach team members on financing knowledge, operational procedures, and best practices.</p><p>• Maintain complete and organized credit files, contract records, and supporting documentation in accordance with company standards.</p><p>• Contribute to credit policy development and assist with delinquent account support while helping move deals to closure.</p>
We are looking for an Accounting Analyst to support financial operations and provide insight that strengthens planning and reporting across the business. This position in Plano, Texas combines accounting execution with analytical work, offering the opportunity to contribute to close activities, performance review, and forward-looking financial decisions. The ideal candidate brings strong technical skills, attention to detail, and the ability to translate financial data into practical recommendations.<br><br>Responsibilities:<br>• Prepare and record journal entries while helping ensure accurate and timely completion of month-end close activities.<br>• Review accounts payable and accounts receivable transactions to maintain reliable financial records and support healthy cash flow management.<br>• Analyze inventory-related data, reconcile balances, and investigate discrepancies that may affect reporting accuracy.<br>• Build forecasts, budgets, and financial models that support business planning and operational decision-making.<br>• Perform variance analysis to explain differences between actual results, budgets, and forecasts, and summarize findings for stakeholders.<br>• Use advanced Excel capabilities, including macros, to improve reporting efficiency and streamline recurring financial analysis.<br>• Develop ad hoc analyses and data-driven insights by working with large datasets and identifying meaningful trends.<br>• Partner with cross-functional teams to support reporting needs, strengthen financial controls, and improve overall visibility into business performance.