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 detail oriented who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance. <br> 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. <br> 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] <br> Responsibilities: Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances. Develop and maintain sales, gross margin, operating expense, and working capital analyses. Prepare, analyze, and distribute monthly financial reporting packages to business leadership. Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives. Create financial models, business cases, dashboards, presentations, and ad hoc analyses. Support annual budgeting, quarterly forecasting, and long-range planning processes. Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making. Present financial information and recommendations to stakeholders across the organization. Why Consider This Opportunity? Highly visible role with direct interaction with business leadership. Opportunity to influence strategic decision-making and business performance. Collaborative and employee-focused culture. Strong growth potential within a successful and expanding organization. Competitive compensation and comprehensive benefits package. 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>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>
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 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><strong>Financial Coordinator (contract position):</strong></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>
<p>Robert Half Finance & Accounting and Kevin Sweet are partnering with a rapidly growing organization that is expanding its presence in the Dallas market. This is an exciting opportunity for a <strong>Senior Accountant</strong> to join a company in a thriving industry that continues to grow organically and through strategic acquisitions.</p><p><br></p><p>This is an excellent opportunity for a <strong>Senior Accountant</strong> who wants more than a traditional accounting role. With continued acquisitions and significant company growth ahead, this position provides the opportunity to expand your skill set, take on additional responsibility, and advance your career within a growing organization.</p><p><br></p><p>Interested in learning more? Contact Kevin Sweet with Robert Half Finance & Accounting to discuss this opportunity and other accounting and finance opportunities throughout the DFW market. </p><p>682-499-1182 or [email protected]</p><p><br></p><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Join a rapidly growing company in a thriving industry</li><li>Company is continuing to expand through strategic acquisitions</li><li>Strong organization with excellent long-term growth potential</li><li>Opportunity for career advancement and increased responsibility</li><li>Excellent work-life balance and collaborative environment</li><li>Opportunity to join an organization at an exciting stage of growth</li></ul><p><strong> Key Responsibilities</strong></p><ul><li>Prepare financial reports, journal entries, and general ledger account reconciliations</li><li>Support the monthly close process and ensure accounting activities are completed accurately and timely</li><li>Prepare monthly balance sheet and bank reconciliations</li><li>Record and post month-end adjusting journal entries</li><li>Prepare daily cash management reports</li><li>Monitor cash activity and complete daily bank reconciliations</li><li>Process cash deposits and maintain supporting documentation</li><li>Assist with financial analysis and reporting</li><li>Help ensure the accuracy and integrity of the general ledger</li><li>Identify opportunities to improve accounting processes and reporting</li><li>Support additional accounting and financial projects as the company continues to grow</li></ul><p><br></p>
<p>· Reconcile Accounts Payable and Accounts Receivable subledgers to the General Ledger.</p><p>· Perform monthly bank reconciliations and maintain accuracy across multiple cash accounts.</p><p>· Prepare and review trial balances to ensure financial data integrity.</p><p>· Lead or assist with month-end and year-end close processes, including preparation of adjusting and accrual entries.</p><p>· Prepare monthly, quarterly, and annual financial statements, including consolidated financial statements when applicable.</p><p>· Prepare and analyze cash flow reports, profit and loss statements, and balance sheet reports.</p><p>· Maintain fixed asset records, depreciation schedules, and related accounting entries.</p><p>· Manage and reconcile intercompany transactions and account balances.</p><p>· Assist with budgeting, forecasting, and variance analysis activities.</p><p>· Support tax compliance efforts, including corporate income tax, sales and use tax, multi-state filings, and other business taxes as applicable.</p><p>· Research and resolve complex accounting issues while ensuring compliance with GAAP and company policies.</p><p>· Partner closely with the Controller and Accounting Manager on financial reporting, process improvements, and strategic initiatives.</p><p>· Assist with internal and external audit requests by preparing schedules and supporting documentation.</p>
We are looking for an experienced Senior Accountant to support a global aircraft leasing and asset management organization in Dallas, Texas. This role will oversee core accounting activities for multiple legal entities, contribute to accurate financial reporting, and help ensure compliance across domestic and international obligations. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to manage competing deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Manage the month-end accounting cycle and general ledger activity for multiple aircraft leasing subsidiaries, including the preparation of entity-level financial statements using Oracle Fusion.<br>• Examine lease contracts, loan documents, purchase and sale agreements, and servicing arrangements to identify accounting impacts and capture key financial data accurately.<br>• Prepare detailed monthly reconciliations and analytical reviews for balance sheet and income statement accounts, while also supporting quarterly consolidated reporting analysis.<br>• Maintain complete and accurate accounting records for asset management and corporate entities, ensuring transactions are properly recorded and supported.<br>• Review vendor invoices for accuracy and process oversight, while generating customer billing for receivables as needed.<br>• Support income tax reporting by preparing tax provisions for international entities and maintaining schedules required for filings across multiple jurisdictions.<br>• Coordinate assigned statutory audit activities, including assembling supporting documentation and assisting with audited financial statements and related note disclosures.<br>• Monitor recurring reporting deadlines and special assignments to ensure timely completion, including the daily posting of cash-related journal activity.<br>• Investigate accounting questions, resolve discrepancies, and provide practical recommendations to support accurate financial reporting and compliance.
<p><strong>Head of Accounting & Finance – Private Credit</strong></p><p><strong>Locations: Dallas, TX </strong></p><p>A prominent and rapidly growing alternative investment platform is seeking a <strong>Head of Accounting & Finance</strong> to provide senior financial leadership for its private credit business. This highly visible role will partner directly with executive leadership and investment professionals to support strategic growth, optimize capital management, and ensure best-in-class financial infrastructure.</p><p>This is a strategic leadership position focused on oversight, technical guidance, and scalability, supported by an experienced accounting and operations team.</p><p>W</p><p><br></p><p><strong>Position Overview</strong></p><p>The selected leader will serve as the senior accounting authority for private credit strategies, providing expertise on complex transactions, fund structures, treasury operations, and investor reporting. This individual will help ensure financial reporting integrity, operational efficiency, and alignment between investment activity and financial outcomes.</p>
We are looking for an experienced Senior Property Accountant to support financial operations for a real estate portfolio in Dallas, Texas. This role is responsible for maintaining accurate property-level reporting, guiding month-end activities, and strengthening accounting processes that support reliable financial results. The ideal candidate brings strong property accounting expertise, works confidently in Yardi, and partners effectively with cross-functional teams to resolve issues and improve accuracy.<br><br>Responsibilities:<br>• Direct daily accounting activities for assigned properties, including oversight of payables, receivables, and general ledger transactions to ensure accuracy and timeliness.<br>• Lead the month-end close process by reviewing account reconciliations, preparing and approving journal entries, and confirming completeness of property financial records.<br>• Monitor property-level financial data and investigate variances or discrepancies in collaboration with operations and other internal teams.<br>• Maintain strong internal control practices that reduce risk and support consistent, accurate financial reporting.<br>• Ensure accounting records are organized, complete, and aligned with established policies and reporting requirements.<br>• Support financial reporting for multiple property locations, ensuring transactions are recorded correctly across the portfolio.<br>• Use Yardi to manage property accounting workflows, validate financial information, and improve efficiency in recurring processes.
We are looking for an experienced Senior Property Accountant to support a real estate portfolio in Plano, Texas. This role is responsible for delivering accurate financial reporting, maintaining property-level accounting records, and partnering with internal teams on funding, audit, and lease-related activities. The ideal candidate brings strong knowledge of property accounting, month-end close processes, and systems such as Yardi, along with the ability to manage multiple deadlines with accuracy and sound judgment.<br><br>Responsibilities:<br>• Oversee core accounting activities for assigned properties, including ledger analysis, account reconciliations, accrual entries, financial statement preparation, forecasting support, and monthly variance review.<br>• Manage rent-related accounting records and conduct recurring analytical reviews to confirm complete and accurate calculations.<br>• Identify assets ready for capitalization, enter them into the fixed asset system, record depreciation, and evaluate results for accuracy and reasonableness.<br>• Produce monthly reporting packages for joint venture partners, ensuring completeness, clarity, and alignment with reporting requirements.<br>• Prepare property funding requests and loan draw submissions, supporting timely cash needs for applicable assets.<br>• Support audit and tax cycles by assembling requested schedules, preparing financial statement support, and organizing documentation for external auditors and annual tax reporting.<br>• Process manual billing activity, adjustments, refunds, and supplemental ledger entries while maintaining accurate records within the accounting platform.<br>• Reconcile daily cash activity, record receipts accurately, and monitor account balances to maintain reliable cash reporting.<br>• Review lease terms and administer expense participation data, including customer setup, pre-bill preparation, annual reconciliations, and budget or forecast updates.<br>• Coordinate job setup and payment application processing for tenant improvement and capital projects, while responding to accounting inquiries from property management teams as needed.
We are looking for an Accounts Payable Analyst to join a team in Fort Worth, Texas in a contract-to-permanent capacity. This position is ideal for someone who brings strong attention to detail, sound judgment, and experience handling a large volume of invoices in a fast-paced accounting environment. The role focuses on ensuring timely and accurate payment processing, maintaining vendor data integrity, and supporting daily accounts payable operations with a high standard of quality.<br><br>Responsibilities:<br>• Handle a high volume of non-purchase-order invoices with accuracy and consistent turnaround times.<br>• Examine invoices to confirm approvals, account coding, and required backup materials are complete before processing.<br>• Compare invoice details against expense documentation, agreements, and other supporting records when needed.<br>• Investigate billing variances, payment concerns, and vendor questions to drive timely resolution.<br>• Keep vendor profiles current, including tax forms, remittance terms, and banking details.<br>• Prepare and process electronic payments, wires, and checks in alignment with established payment cycles.<br>• Reconcile vendor statements and pursue open items to ensure balances are accurate and up to date.<br>• Contribute to month-end activities by supporting accrual entries and accounts payable reconciliations.<br>• Oversee incoming requests in the shared AP mailbox and respond to internal teams and external contacts with strong attention to detail.<br>• Follow company accounting policies and internal control standards throughout the full invoice-to-payment process.
<p>We are looking for a Payroll Analyst to oversee accurate and compliant payroll operations for employees in Dallas, Texas and across additional domestic and international locations. This position works closely with Human Resources, Finance, and external payroll partners to ensure pay is processed correctly, records are maintained properly, and employee questions are resolved efficiently. The role also contributes to reporting, account reconciliations, and ongoing payroll process enhancements that support a reliable employee experience.</p><p><br></p><p>Responsibilities:</p><p>• Administer end-to-end payroll activities for a 150+ employee population across multiple U.S. states and selected international locations, ensuring timely and accurate pay processing. Must have experience with manual payroll processing in Excel (VLOOKUP's and Pivot Table experience required)</p><p>• Partner with third-party payroll vendors and country-specific providers to submit payroll data, validate results, and address discrepancies before finalization.</p><p>• Review and update payroll records related to hires, departures, compensation adjustments, incentive payments, commissions, and recurring or one-time deductions.</p><p>• Prepare payroll-related journal entries and perform reconciliations for payroll accounts, reports, and supporting financial documentation.</p><p>• Contribute to month-end, quarter-end, and year-end close activities by supplying payroll data, resolving variances, and supporting audit requests.</p><p>• Monitor payroll practices for alignment with tax requirements, wage and hour regulations, internal controls, and data privacy expectations.</p><p>• Address employee inquiries involving earnings, withholdings, direct deposit details, and other payroll matters with accuracy and professionalism.</p><p>• Support benefits-related payroll updates, including deduction changes and enrollment-related adjustments, while identifying opportunities to improve payroll workflows.</p><p>• Assist with manual payroll processes and system-related updates as needed to maintain continuity and operational efficiency.</p>
We are looking for a dedicated Tax Senior to join our team in Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in tax preparation and review. You will work closely with clients and team members to ensure compliance and deliver exceptional service in a fast-paced environment.<br><br>Responsibilities:<br>• Prepare and review tax returns for individuals, partnerships, and S corporations with accuracy and attention to detail.<br>• Collaborate with clients to gather necessary financial information and address tax-related inquiries.<br>• Utilize tax software, such as CCH ProSystem Fx and Gosystem, to efficiently manage tax compliance processes.<br>• Conduct thorough reviews of 1040 returns to ensure compliance with current tax regulations.<br>• Analyze financial statements and cash activity to support tax filings and audits.<br>• Maintain strong organizational practices to meet deadlines and prioritize multiple projects.<br>• Provide exceptional customer service by building positive relationships with clients and addressing their needs.<br>• Work effectively within a team-oriented environment to ensure seamless collaboration.<br>• Apply knowledge of QuickBooks to streamline accounting processes and support tax preparation.<br>• Stay updated on tax laws and regulations to provide accurate and timely advice.
<p>We are looking for an experienced Tax Senior to join our team in North Dallas, Texas. This role is ideal for someone with a keen attention to detail and a strong background in corporate tax compliance and annual income tax provisions. The successful candidate will play a key role in ensuring forward-thinking tax reporting and compliance with regulations.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review corporate income tax returns, ensuring accuracy and adherence to regulations.</p><p>• Manage annual income tax provisions and provide detailed analysis to support financial reporting.</p><p>• Conduct thorough reviews of sales and use tax filings to minimize risks and ensure compliance.</p><p>• Collaborate with internal teams to address complex tax issues and provide solutions.</p><p>• Evaluate and test tax systems for efficiency and compliance, recommending improvements where necessary.</p><p>• Stay updated on changes in tax laws and regulations, applying them effectively to corporate practices.</p><p>• Assist with audits and resolve tax-related inquiries from external agencies.</p><p>• Develop and implement strategies to optimize corporate tax processes.</p><p>• Provide guidance and training to less experienced staff on tax-related tasks and compliance procedures.</p><p>• Support public tax reporting and ensure alignment with organizational goals.</p>
<p>We are looking for an experienced Sr. Investment Accountant to join a growing insurance organization in Mckinney, Texas. This role will oversee investment accounting activities, support statutory and financial reporting, and help ensure accurate results throughout the close cycle. The position also plays a key part in regulatory compliance, complex asset accounting, audit support, and improving reporting processes through stronger controls and automation.</p><p><br></p><p>Responsibilities:</p><p>• Direct monthly and quarterly investment close activities, including preparation of advanced journal entries related to valuations, accrued income, and realized and unrealized investment results.</p><p>• Produce and examine statutory filings, audited reports, board-level materials, capital-related reporting, and investment surveys to support accurate external and internal reporting.</p><p>• Maintain and validate investment accounting data used for statutory financial reporting, ensuring completeness, consistency, and reliability across reporting periods.</p><p>• Prepare and review required regulatory schedules and year-end financial statement disclosures while supporting adherence to insurance statutory reporting standards.</p><p>• Reconcile security positions, market values, and cost balances between the general ledger and external custodians or investment managers on a recurring basis.</p><p>• Analyze and account for complex investment holdings such as limited partnerships, mortgage loans, and asset-backed instruments using the appropriate accounting treatment.</p><p>• Develop reporting for leadership, boards, and regulators to monitor portfolio exposure, guideline compliance, and investment limitations.</p><p>• Partner with technology teams and internal stakeholders to reduce manual spreadsheet work, strengthen data quality, and improve the efficiency of investment accounting workflows.</p><p>• Support internal and external audit activity by supplying documentation, addressing technical questions, and maintaining a strong internal control environment in line with SOX requirements.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a detail-oriented Sr. Accounting Control Analyst to join a Contract opportunity based in Irving, Texas. In this role, you will strengthen the organization’s internal control environment by evaluating accounting processes, identifying risk areas, and partnering with cross-functional teams to improve compliance and operational effectiveness. This position also supports reporting cycles and financial review activities while helping management maintain accurate, well-documented control practices.</p><p>This is a 2-month contract position.</p><p>Hybrid work schedule: 3 days per week in the office in Irving, TX and 2 days per week work from home</p><p><br></p><p><strong><u>Sr. Accounting Control Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Evaluate accounting and financial workflows to identify control gaps, process risks, and opportunities for stronger compliance measures.</p><p>• Partner with accounting and operational teams to establish, track, and maintain internal control activities aligned with the company’s procedural framework.</p><p>• Maintain an organized library of policies, procedures, narratives, and control matrices, ensuring documentation remains current, approved, and implemented.</p><p>• Review control performance through monitoring and testing to confirm that key controls are properly designed and functioning as intended.</p><p>• Investigate exceptions, procedural weaknesses, and inefficient practices, then present practical recommendations to improve accuracy and reduce risk.</p><p>• Discuss observed control issues with relevant stakeholders to validate findings, gather context, and support appropriate corrective actions.</p><p>• Assist with inventory and fixed asset count activities, including periodic travel when needed to support verification efforts.</p><p>• Prepare recurring management and audit-related reports on a monthly, quarterly, and annual basis, highlighting control status and findings.</p><p>• Contribute to month-end, quarter-end, and year-end close processes, along with ad hoc financial and control analysis as assigned.</p>
We are looking for a Senior Construction Accountant to oversee financial operations for a portfolio of affordable housing and mixed-income development projects in Dallas, Texas. This position combines construction accounting, funding administration, and compliance oversight to ensure project costs are recorded accurately and reimbursement requests are submitted correctly and on schedule. The person in this role will work closely with project stakeholders to support timely payments, maintain audit-ready documentation, and help keep complex, multi-source developments financially aligned from construction through closeout.<br><br>Responsibilities:<br>• Manage end-to-end accounting activities for assigned development projects, ensuring each transaction is properly recorded by job, cost category, and eligible funding source.<br>• Prepare and submit recurring payment and reimbursement packages to public agencies, lenders, and equity partners, while monitoring approvals and resolving issues that could delay funding.<br>• Maintain detailed source-and-use reporting for each project, tracking commitments, expenditures, and deadline-sensitive funding requirements across multiple capital sources.<br>• Review contractor billing packages, supporting schedules, and requisition documents to confirm accuracy against approved budgets, contract values, inspection results, and project progress.<br>• Monitor change orders, retainage balances, and payment support documents such as insurance certificates, lien waivers, and tax forms before releasing funds.<br>• Coordinate with contractors, inspectors, lenders, and investment partners to answer questions, address documentation requests, and keep draw activity moving efficiently.<br>• Support accounting for development entities and partnership structures, including capital contributions, deferred fees, reserve activity, and other project-specific funding arrangements.<br>• Complete assigned month-end responsibilities such as journal entries, accruals, reconciliations, and tie-outs between project records and the general ledger.<br>• Assist with key affordable housing compliance and reporting activities, including cost certification support, basis tracking, and milestones tied to project conversion and tax credit requirements.
<p>We are looking for an experienced, detail-oriented tax specialist to join a growing team in North Dallas, Texas. This role is ideal for someone who brings a strong foundation in public accounting along with deep knowledge of U.S. federal tax matters and corporate tax compliance. The position offers the opportunity to lead complex tax activities, support strategic planning, and contribute meaningful insight across a dynamic telecom services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of annual income tax provisions, ensuring accuracy and alignment with applicable reporting standards, including ASC 740 considerations.</p><p>• Oversee the completion and filing of corporate tax returns while maintaining compliance with federal and related tax obligations.</p><p>• Manage U.S. federal tax matters by analyzing regulations, assessing tax positions, and advising on the impact to the business.</p><p>• Utilize CCH ProSystem Fx and related tax software to support compliance workflows, reporting, and documentation management.</p><p>• Support sales tax activities by coordinating filings, reviewing data, and resolving issues through systems such as CCH Sales Tax.</p><p>• Provide guidance on entity formation matters, including tax implications, structure considerations, and related compliance requirements.</p><p>• Partner with internal and external stakeholders to improve tax processes, address technical questions, and support planning initiatives.</p><p>• Review tax workpapers and supporting documentation to strengthen reporting quality and ensure readiness for audits or regulatory inquiries.</p>
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.<br><br>Responsibilities:<br>• Prepare and review capital call and distribution calculations to support accurate and timely fund activity.<br>• Monitor portfolio and fund performance by analyzing returns, summarizing trends, and identifying meaningful insights for leadership.<br>• Contribute to fundraising efforts by developing financial content and responding to due diligence-related information requests from prospective investors.<br>• Compile data and perform calculations that support investor presentations and other fund-related meetings.<br>• Assist with monthly and quarterly fund reporting, including net asset value support and investor capital statement preparation.<br>• Produce ad hoc financial analyses such as cash flow reviews, management fee assessments, and reporting support for audits and client requests.<br>• Partner with investment managers, custodians, and other stakeholders to investigate variances, reconcile information, and resolve reporting questions.<br>• Maintain organized financial records and help ensure fund information is accurate, consistent, and ready for ongoing business needs.
<p>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.</p><p><br></p><p>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.</p><p><br></p><p>Joe.Faradie at roberthalf com</p><p><br></p><p>this is the best way to apply</p>
<p>Responsibilities</p><ul><li>Analyze AR aging reports and identify collection priorities</li><li>Monitor customer account balances and payment trends</li><li>Perform cash application and payment posting</li><li>Research and resolve billing discrepancies and short payments</li><li>Conduct B2B collections and customer follow-up</li><li>Reconcile customer accounts and general ledger accounts</li><li>Prepare AR and cash flow reports for management</li><li>Track KPIs related to collections and collections effectiveness</li><li>Assist with month-end close and account analysis</li><li>Partner with sales and customer service teams to resolve disputes</li></ul><p><br></p>
<p>AR Analyst / AR Clerk – Saginaw, TX (On-Site)</p><p><br></p><p>Are you a detail-driven finance professional who thrives on turning Order-to-Cash into a smooth, high-velocity engine? Join our fast-paced team in Saginaw, Texas, where you'll play a critical role managing the full lifecycle of equipment rentals and leasing operations in a dynamic industry.</p><p><br></p><p>What You'll Own:</p><p><br></p><p>End-to-end Order-to-Cash processes using NetSuite</p><p>Customer onboarding, credit evaluation, and relationship management</p><p>Handling Purchase Orders, Supplier Portal billing, Rental Agreements, invoicing, and collections</p><p>Fleet and maintenance billing coordination</p><p>Ideal Background:</p><p><br></p><p>Strong NetSuite Order-to-Cash experience</p><p>Background in equipment rental/leasing or fleet operations (a big plus)</p><p>Excellent written and verbal communication skills – you engage confidently with both internal teams and external customers</p><p>If you’re proactive, organized, and ready to make an immediate impact in a growing operation, this on-site role in Saginaw is your next great opportunity. Bring your expertise and help us keep things moving forward!</p><p><br></p><p>Joe.Faradie at roberthalf com for immediate confidetial consideration - connect with me on linkedin</p>
We are looking for an experienced Sr. Accountant to support a family office environment in Dallas, Texas. This position combines hands-on accounting ownership with select administrative and office coordination responsibilities, making it ideal for someone who is comfortable balancing detailed financial work with day-to-day operational support. The right candidate will bring strong month-end expertise, sound judgment, and the ability to manage investment-related accounting activities with accuracy and discretion.<br><br>Responsibilities:<br>• Lead monthly close activities by preparing entries, reviewing balances, and helping ensure timely and accurate financial reporting.<br>• Maintain the general ledger and perform detailed reconciliations for key accounts, including cash and balance sheet items.<br>• Record and analyze investment-related transactions while supporting accurate tracking and reporting of portfolio activity.<br>• Complete bank reconciliations and investigate discrepancies to preserve the integrity of financial records.<br>• Prepare supporting schedules and documentation for recurring accounting processes and management review.<br>• Assist with selected office administration duties, coordinating operational tasks that support the broader family office function.<br>• Monitor financial data for completeness and consistency, identifying issues and resolving them in a timely manner.
<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with one of the most respected and sought-after employers in the DFW Metroplex to identify a <strong>Senior Associate</strong> to join their growing corporate accounting and finance team.</p><p><br></p><p>This is an outstanding opportunity to join a world-class organization that offers exceptional career growth, outstanding benefits, and a highly competitive annual bonus program. This is a rare opportunity to build your career with an organization known for developing future accounting and finance leaders.</p><p>If you're looking for a company that invests in its people and provides unlimited opportunities for professional growth, I'd love to speak with you.</p><p><br></p><p>For immediate and confidential consideration, contact Kevin Sweet at 682-499-1182 or via email at [email protected] </p><p><br></p><p><strong>What You'll Do</strong></p><p><br></p><p>As a <strong>Senior Associate</strong>, you'll work closely with senior leadership while partnering with both Corporate Accounting and Operations in a highly visible, cross-functional role.</p><p>Key responsibilities include:</p><ul><li>Assist with the monthly financial close process</li><li>Prepare and review balance sheet reconciliations</li><li>Analyze financial results and prepare management reporting</li><li>Monitor operating expenses and ensure compliance with company policies</li><li>Process and reconcile intercompany transactions</li><li>Support budgeting, forecasting, and financial analysis initiatives</li><li>Participate in process improvement initiatives and special projects</li><li>Collaborate with leadership across multiple business functions</li></ul><p><strong>Why This Opportunity?</strong></p><ul><li>One of the premier employers in the DFW market</li><li>Outstanding career advancement opportunities</li><li>Competitive compensation package</li><li>Lucrative annual bonus program</li><li>Exceptional benefits</li><li>Collaborative and high-performing culture</li><li>Exposure to executive leadership and strategic initiatives</li></ul><p><br></p>
We are looking for an experienced Sr. Accountant to join a growing medical technology company in Irving, Texas. This position plays an important role in strengthening the accounting function, improving financial reporting, and supporting a more scalable operating environment. The person in this role will partner closely with accounting leadership while contributing across core close activities, process enhancement efforts, and day-to-day financial operations.<br><br>Responsibilities:<br>• Lead assigned areas of the general ledger by preparing reconciliations, recording journal entries, and maintaining accuracy across balance sheet and income statement accounts.<br>• Contribute to monthly and annual close cycles by coordinating schedules, analyzing variances, and helping ensure timely financial reporting.<br>• Prepare financial reports and supporting analyses that provide clear insight into operating results, cash activity, and key accounting trends.<br>• Manage accounting for accruals, prepaid expenses, reserves, and other recurring entries in accordance with established accounting standards.<br>• Support the accounting workstream tied to the Infor LN implementation, including testing, validation, and alignment of system workflows with reporting needs.<br>• Evaluate existing procedures, recommend practical improvements, and help document policies that strengthen consistency and internal controls.<br>• Assist with daily accounting operations by reviewing accounts payable, accounts receivable, and transaction flow to preserve general ledger integrity.<br>• Participate in sales tax filings, inventory-related accounting activities, and reserve analysis as needed to support accurate compliance and reporting.<br>• Provide day-to-day guidance to entry-level accounting staff and serve as a dependable resource for process questions and issue resolution.