We are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm.<br><br>Responsibilities:<br><br>• Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem.<br>• Maintain and review complex financial records for clients using accounting software like QuickBooks.<br>• Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members.<br>• Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner.<br>• Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies.<br>• Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes.<br>• Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency.<br>• Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.
<p>We are looking for an experienced and detail-driven Accounting Manager to lead and oversee the financial operations of our organization in Lewisville, Texas. This is a <strong>Contract-to-permanent position </strong>that offers an opportunity to play a critical role in ensuring the accuracy, compliance, and efficiency of the accounting department. The ideal candidate will bring strong leadership capabilities, technical expertise, and a collaborative approach to managing financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage month-end close activities, including preparing and reviewing journal entries, maintaining the general ledger, and generating accurate financial reports.</p><p>• Coordinate and oversee financial statement audits, ensuring compliance with accounting standards and regulatory requirements.</p><p>• Supervise account reconciliation processes, addressing discrepancies and ensuring the accuracy of financial data.</p><p>• Provide leadership and mentorship to a team of accounting professionals, fostering efficiency and productivity within the department.</p><p>• Assess and improve accounting workflows, recommending and implementing process enhancements to strengthen internal controls.</p><p>• Tackle operational and accounting challenges in a dynamic environment while managing multiple priorities effectively.</p><p>• Collaborate with internal stakeholders to ensure seamless financial reporting and operational alignment.</p><p>• Monitor and enforce adherence to accounting policies, procedures, and best practices.</p><p>• Utilize automation tools and software to optimize accounting processes and reporting capabilities.</p>
We are looking for a highly skilled Tax Manager to join our detail-oriented services team in Carrollton, Texas. This role is ideal for an experienced tax expert who thrives in a dynamic environment and is passionate about delivering exceptional client service. As a key leader in the firm, you will oversee tax compliance, planning, and team management while ensuring adherence to regulatory standards.<br><br>Responsibilities:<br>• Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance.<br>• Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes.<br>• Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement.<br>• Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements.<br>• Identify and address tax-related risks by establishing robust controls and review processes.<br>• Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals.<br>• Provide guidance on entity formation and tax implications for new business ventures.<br>• Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
<p>We are looking for an experienced Credit Manager to join our team in Fort Worth, Texas. As a key player in our organization, you will oversee credit-related activities, ensuring a balance between risk management and business growth. This role requires a strong analytical mindset and exceptional communication skills to effectively manage credit policies and relationships with clients.</p><p><br></p><p>Credit Manager Opportunity - Fort Worth, TX (Direct Hire)</p><p>Location: Fort Worth, TX Type: Full-Time, In-Office, Direct Hire About the Role: Join our dynamic team as a Credit Manager, where you'll lead a small, high-performing group in managing credit operations. This in-office position demands exceptional leadership to drive results, ensure efficient collections, and mitigate risks. We're seeking top performers who thrive in a fast-paced environment and can inspire their team to excel.</p><p>Key Responsibilities:</p><ul><li>Oversee daily credit and collections processes, including approvals, risk assessments, and account reconciliations.</li><li>Lead, mentor, and develop a small team of credit professionals, fostering a collaborative and results-oriented culture.</li><li>Implement strategies to optimize cash flow, reduce bad debt, and improve collection efficiencies.</li><li>Collaborate with sales, finance, and legal teams on credit policies and dispute resolutions.</li><li>Monitor industry trends and ensure compliance with relevant regulations.</li></ul><p>Required Qualifications:</p><ul><li>5+ years of hands-on experience in Credit and Collections, with a proven track record of managing portfolios effectively.</li><li>3+ years of leadership experience, demonstrating strong skills in team management, motivation, and performance coaching.</li><li>Bachelor's degree in Finance, Accounting, Business, or a related field (preferred).</li><li>Excellent analytical, communication, and problem-solving abilities.</li><li>Proficiency in credit software and Microsoft Office Suite.</li></ul><p><br></p><p>What We Offer:</p><ul><li>Competitive salary based on experience, plus performance bonuses.</li><li>Comprehensive benefits package including health insurance, 401(k), and paid time off.</li><li>Opportunities for professional growth in a supportive, innovative company.</li></ul><p>We're only interested in top performers who are ready to make an immediate impact. If you have the expertise and leadership drive to elevate our credit function, apply today!</p><p><br></p>
<p>We are looking for an experienced Accounting Manager/Supervisor to oversee daily accounting operations for a growing private equity and management company. This role offers a unique opportunity to contribute to multiple facets of the organization, supporting leadership and providing valuable insights for investors. The ideal candidate will bring strong business acumen, meticulous attention to detail, and the ability to enhance existing practices.</p><p><br></p><p>Responsibilities:</p><p>• Manage daily accounting operations, ensuring accuracy and efficiency in processes.</p><p>• Prepare and oversee month-end close procedures, including journal entries and account reconciliations.</p><p>• Maintain the general ledger and ensure compliance with accounting standards.</p><p>• Assist with financial statement audits, providing detailed documentation and support.</p><p>• Collaborate with the Chief Financial Officer to provide financial insights and recommendations.</p><p>• Develop and refine accounting practices to improve workflows and reporting.</p><p>• Ensure timely and accurate preparation of financial reports for investors and leadership.</p><p>• Support investor relations by delivering precise and helpful financial data.</p><p>• Monitor financial activities to identify trends and opportunities for improvement.</p><p>• Uphold compliance with regulatory requirements and internal policies.</p>
We are looking for an experienced Accounting Manager/Supervisor to oversee and enhance our accounting operations in Denton, Texas. This role requires a detail-oriented leader who excels in financial management, internal controls, and team development. If you thrive in a fast-paced environment and are passionate about driving operational excellence, we invite you to join our team.<br><br>Responsibilities:<br>• Manage day-to-day accounting operations, ensuring compliance and accuracy across all financial activities.<br>• Prepare and review journal entries, monthly financial statements, and account reconciliations with precision and timeliness.<br>• Supervise, mentor, and support a team of direct reports involved in general ledger and monthly close processes.<br>• Develop and implement improvements to accounting policies, internal controls, and operational procedures.<br>• Work collaboratively with cross-functional teams, including Operations and Sales, to ensure data completeness and accuracy.<br>• Conduct monthly account reconciliations, investigate discrepancies, and make necessary adjustments.<br>• Coordinate with external auditors by preparing required documentation and addressing audit inquiries.<br>• Optimize processes within Accounts Payable and Accounts Receivable to enhance efficiency and accuracy.<br>• Partner with the Controller to refine and scale the monthly financial close process.<br>• Lead initiatives for process improvements and system upgrades to support evolving business needs.
We are looking for an experienced Associate Director, Gross to Net Accounting, to join our team on a long-term contract basis. This position is ideal for someone with a strong background in revenue accounting and expertise in managing gross-to-net processes within the pharmaceutical or biotech industry. Based in Fort Worth, Texas, this role offers an exciting opportunity to lead critical accounting initiatives and collaborate with cross-functional teams.<br><br>Responsibilities:<br>• Oversee month-end close activities, including preparing manual journal entries, performing account reconciliations, and analyzing variances.<br>• Conduct thorough reviews of the balance sheet to ensure accuracy and compliance with accounting standards.<br>• Drive improvements in gross-to-net accounting processes by enhancing documentation quality and supporting critical judgments.<br>• Implement desktop automation solutions to streamline recurring accounting tasks and increase efficiency.<br>• Provide guidance and leadership to the gross-to-net team on technical accounting principles, particularly in revenue recognition.<br>• Collaborate with external teams to migrate routine tasks and improve operational workflows.<br>• Utilize Oracle Cloud and BlackLine software to manage and optimize accounting systems.<br>• Ensure compliance with ASC 606 standards and other revenue recognition accounting requirements.<br>• Support accounts receivable processes and maintain accurate general ledger records.<br>• Lead initiatives to improve the accuracy and reliability of financial reporting within the organization.
We are looking for an experienced Commercial Finance Manager to join our team in Plano, Texas. This role requires a strong background in financial analysis and modeling, with a focus on supporting commercial operations. The ideal candidate will bring advanced Excel skills and a proven ability to manage financial processes effectively.<br><br>Responsibilities:<br>• Develop and maintain comprehensive financial models to support business decisions and strategic initiatives.<br>• Perform detailed financial analysis, including variance analysis, to evaluate business performance.<br>• Lead the preparation and management of annual budgets, ensuring alignment with organizational goals.<br>• Collaborate with cross-functional teams to provide insights and recommendations on commercial finance strategies.<br>• Oversee budget processes, identifying areas for improvement and ensuring accuracy.<br>• Analyze financial data to identify trends, risks, and opportunities for the business.<br>• Present financial findings and reports to senior management and stakeholders.<br>• Ensure compliance with internal financial policies and external regulations.<br>• Support decision-making processes by providing accurate and timely financial information.
We are looking for an experienced Head of Commercial Finance to join our team in Plano, Texas. This role requires a dynamic leader who excels in financial analysis and modeling, with a proven ability to oversee complex budgeting processes and drive strategic decision-making. The ideal candidate will bring extensive expertise in commercial finance, paired with strong analytical skills and a commitment to delivering impactful results.<br><br>Responsibilities:<br>• Develop advanced financial models from scratch to support forecasting, budgeting, and strategic planning.<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Lead the annual budgeting process, ensuring alignment with organizational goals and priorities.<br>• Conduct detailed variance analysis to assess performance against financial targets.<br>• Collaborate with cross-functional teams to provide financial insights and support business strategies.<br>• Manage commercial finance operations, ensuring compliance and efficiency in all processes.<br>• Prepare and present comprehensive financial reports to senior leadership.<br>• Oversee the implementation and optimization of key budget processes.<br>• Train and mentor team members, fostering a culture of continuous improvement and attention to accuracy in their work.
We are looking for a Sr. Financial Analyst to join our team in Dallas, Texas, where you will play a critical role in supporting financial operations and decision-making processes. This position requires an analytical thinker who can provide valuable insights to leadership and help drive efficiency across the organization. You will work closely with various teams to ensure accurate reporting and analysis while contributing to long-term financial planning.<br><br>Responsibilities:<br>• Deliver comprehensive financial analysis to assist system leadership, regional financial officers, and other stakeholders in optimizing operational efficiency.<br>• Generate both ad hoc and ongoing financial reports using tools such as Syntellis Axiom and Power BI.<br>• Prepare detailed presentations and reports for annual budgets, rolling projections, and long-term financial planning processes.<br>• Facilitate finance-related training sessions for organizational staff to enhance their understanding of financial principles.<br>• Collaborate with finance and clinical teams to ensure the accuracy and reliability of financial data and analyses.<br>• Stay updated on industry trends and best practices by participating in educational programs and relevant organizations.<br>• Support strategic initiatives by identifying cost-saving opportunities and areas for improvement.<br>• Contribute to data mining efforts to uncover actionable insights for financial modeling and forecasting.
We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency.<br><br>Responsibilities:<br>• Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals.<br>• Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives.<br>• Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers.<br>• Collaborate with business leaders to translate complex data into actionable recommendations and strategies.<br>• Conduct detailed variance analyses to monitor financial performance and identify trends.<br>• Utilize data mining techniques to extract insights and enhance financial decision-making.<br>• Support major initiatives and special analysis projects through in-depth financial evaluation.<br>• Ensure the accuracy and integrity of financial tools, reporting systems, and analytics.<br>• Act as a trusted advisor, providing guidance to leadership on financial and operational matters.<br>• Promote process improvements and lead change management efforts to optimize business processes.
<p>We are looking for a skilled and strategic Director of Finance to lead financial planning, analysis, and reporting efforts for our organization. Based in Dallas, Texas, this role offers the opportunity to influence business decisions, drive operational excellence, and contribute to the company’s long-term growth. If you have a passion for financial leadership and a track record of delivering impactful insights, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the development and execution of the annual budget, long-term planning, and periodic reforecasting to ensure alignment with organizational goals.</p><p>• Provide accurate and timely financial analysis, including variance assessments and scenario modeling, to support executive decision-making.</p><p>• Design and refine comprehensive management reporting tools, such as dashboards and KPIs, to effectively communicate financial and operational performance.</p><p>• Partner with business leaders to align financial strategies with organizational objectives and support critical investment decisions.</p><p>• Lead and mentor a team of financial planning and analysis professionals, fostering an environment focused on collaboration and excellence.</p><p>• Act as a trusted advisor to the executive leadership team, offering financial insights and recommendations to support strategic initiatives.</p><p>• Identify opportunities for process improvements and implement tools that enhance the efficiency and scalability of financial operations.</p><p>• Support corporate development activities, including evaluating potential acquisitions, conducting due diligence, and managing integration processes.</p><p><br></p><p><br></p><p>If interested, please send your resume to [email protected]</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.
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!!!
We are looking for a dedicated and detail-oriented Controller to join our team in Fort Worth, Texas. This position is ideal for professionals who thrive in dynamic environments, especially those familiar with smaller private company operations where responsibilities span multiple functions. The ideal candidate will play a hands-on role in managing accounting and payroll processes while collaborating closely with leadership and other departments.<br><br>Responsibilities:<br>• Oversee day-to-day accounting functions, including payroll, accounts payable, and job costing.<br>• Ensure accurate financial reporting and document management across all accounting operations.<br>• Collaborate with company leadership, including Presidents and executives, to align financial strategies with organizational goals.<br>• Manage and support a small accounting team, fostering a culture of efficiency and accuracy.<br>• Handle document control processes, ensuring proper scanning, compiling, and organization of financial records.<br>• Assist with human resources-related tasks as needed, contributing to team development and company compliance.<br>• Prepare for future leadership responsibilities, including oversight of subsidiary companies and their accounting needs.<br>• Maintain a proactive approach to problem-solving and process improvement within accounting operations.<br>• Build strong working relationships across the organization to support a cohesive and productive work environment.
We are looking for an experienced Controller to oversee and optimize accounting operations for our organization in Dallas, Texas. The ideal candidate will bring a strong background in audit, financial reporting, and compliance, with a proven ability to enhance processes and ensure alignment with industry standards. This role is critical to maintaining the integrity of financial systems and delivering accurate insights to support strategic decisions.<br><br>Responsibilities:<br>• Lead and manage the organization's accounting operations, ensuring accuracy and efficiency across all processes.<br>• Implement and optimize accounting workflows to enhance operational efficiency and compliance.<br>• Oversee revenue recognition, lease agreements, and software capitalization in alignment with financial reporting standards.<br>• Prepare and review financial statements to ensure accuracy and compliance with regulatory requirements.<br>• Maintain and enforce internal controls, particularly those relevant to public company standards.<br>• Collaborate with cross-functional teams to support budgeting and forecasting processes.<br>• Supervise accounts payable (AP) and accounts receivable (AR) functions to ensure timely and accurate processing.<br>• Utilize accounting software systems and reporting tools to streamline data management and reporting.<br>• Provide leadership and mentorship to the accounting team, fostering growth and development.<br>• Stay updated on industry trends and regulatory changes to ensure compliance and innovation.
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.
<p>We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for an Accounts Payable Supervisor/Manager to oversee and optimize the accounts payable function within our organization. This role will involve managing daily operations, ensuring compliance with financial policies, and improving payment processes. The ideal candidate will possess strong leadership skills and a solid understanding of accounts payable procedures.</p><p><br></p><p>Accounts Payable Supervisor - Fort Worth, TX</p><p>Are you an experienced Accounts Payable professional ready to take the next step in your career? We're hiring a motivated AP Supervisor for our Fort Worth office!</p><p>This full-time, on-site position (Monday-Friday, 8:00 AM - 5:00 PM) offers excellent room for growth and the unique opportunity to develop strong leadership skills. You'll work closely with a senior-level manager, gaining valuable mentorship while leading the AP team.</p><p>We're seeking candidates who have held a Senior AP Specialist, Lead, or equivalent role, with proven expertise in invoice processing, vendor management, payment reconciliation, and team coordination.</p><p>Key qualifications:</p><ul><li>3+ years in Accounts Payable, including leadership experience</li><li>Strong analytical skills and attention to detail</li><li>Proficiency in AP software (e.g., ERP systems)</li><li>Excellent communication and problem-solving abilities</li><li>Eagerness to grow into greater leadership responsibilities</li></ul><p>Join a dynamic team where your potential will be nurtured! Competitive benefits and advancement opportunities await.</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>
We are looking for an experienced Controller to join our team in Dallas, Texas. This role is critical in overseeing fund accounting, financial reporting, and performance measurement. The ideal candidate will be detail-oriented, highly organized, and adept at ensuring compliance with regulatory standards while driving process improvements.<br><br>Responsibilities:<br>• Prepare and review quarterly and annual financial statements in compliance with U.S. reporting standards.<br>• Perform fund consolidations, journal entries, and intercompany eliminations while managing complex calculations.<br>• Oversee accounting for capital activities, including contributions, distributions, and preferred returns.<br>• Manage external audit and tax processes to ensure accuracy and timeliness.<br>• Analyze fund and investment-level performance metrics, including income, appreciation, and time-weighted returns.<br>• Develop quarterly investor reporting packages and coordinate submissions for pension fund consultants and institutional investors.<br>• Collaborate with portfolio management to interpret fund results and benchmark performance against relevant indices.<br>• Administer and optimize Yardi systems for property and fund-level accounting and reporting.<br>• Lead initiatives to improve processes, implement automation solutions, and ensure accurate data integration across systems.<br>• Maintain robust internal controls to uphold financial data integrity and compliance with regulatory requirements and partnership agreements.
<p>We are looking for an experienced Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will lead data-driven financial initiatives, providing critical insights to support strategic decisions and operational efficiency. The ideal candidate will excel in analyzing complex datasets and collaborating across departments to drive impactful outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed analyses of financial and operational metrics, including patient volume, revenue cycle performance, and profitability across service lines.</p><p>• Extract, clean, and manage large datasets from electronic health records (EHRs) and financial systems using advanced tools.</p><p>• Develop and maintain dashboards to monitor key performance indicators (KPIs) related to clinical operations, cost management, and profit and loss trends.</p><p>• Streamline and automate reporting processes to ensure timely and accurate delivery of monthly and quarterly financial reports.</p><p>• Collaborate with clinical and operational leaders to identify financial risks, opportunities, and strategies for improvement.</p><p>• Provide data-driven support for annual budgeting, forecasting, and long-term planning through advanced financial models.</p>
We are looking for a skilled Accounts Receivable Specialist to join our team on a contract basis in Dallas, Texas. In this role, you will oversee the complete accounts receivable cycle, support payroll processing, and ensure administrative accuracy in a fast-paced environment. The position requires proficiency with Sage 300, strong organizational abilities, and attention to detail.<br><br>Responsibilities:<br>• Manage all aspects of the accounts receivable cycle, including invoicing, payment posting, and account reconciliations.<br>• Generate and distribute accurate customer invoices promptly.<br>• Apply cash receipts, organizational payments, and credit card transactions using Sage 300.<br>• Monitor customer accounts, address overdue balances, and resolve billing discrepancies.<br>• Maintain precise customer records and prepare aging reports.<br>• Assist with month-end close activities and produce monthly accounts receivable reports.<br>• Support payroll processing by reviewing timesheets, employee records, and payroll data for accuracy.<br>• Handle payroll adjustments, deductions, garnishments, and respond to employee inquiries.<br>• Ensure compliance with payroll regulations and maintain payroll records according to company policies.<br>• Collaborate with internal teams to address billing issues and maintain system integrity in Sage 300.
We are looking for a detail-oriented Accounts Payable Specialist to join our team in Plano, Texas. In this role, you will manage high-volume invoice processing and ensure accuracy in financial transactions across multiple locations. The ideal candidate will bring strong critical thinking skills, advanced Excel proficiency, and the ability to take initiative in a dynamic, fast-paced environment.<br><br>Responsibilities:<br>• Process a high volume of invoices monthly, ensuring accuracy and coding to the correct general ledger accounts.<br>• Manage financial transactions across multiple locations, including purchase order processing and invoice approvals.<br>• Handle vendor communications, resolve inquiries, and maintain updates in the accounts payable inbox.<br>• Set up new vendors and ensure compliance with company policies and procedures.<br>• Utilize advanced Excel functions such as pivot tables, VLOOKUPs, and SUMIFs to create detailed spreadsheets and reports for senior leadership.<br>• Export and analyze data from accounts payable systems, breaking down information into meaningful insights.<br>• Contribute to the implementation and optimization of accounts payable software, including handling ad hoc projects.<br>• Take ownership of assigned tasks and proactively identify areas for improvement in processes.<br>• Collaborate with a small accounts payable team to ensure timely and accurate completion of workflows.
We are looking for an experienced Accounts Payable Supervisor to oversee and optimize the accounts payable operations within our organization. This role is based in Richardson, Texas, and requires a meticulous individual with strong leadership skills and proficiency in accounting systems. If you excel at managing payables processes and enjoy working in a collaborative environment, we encourage you to apply.<br><br>Responsibilities:<br>• Supervise the accounts payable team, ensuring accuracy and efficiency in all processes.<br>• Review and approve invoice coding for accuracy and compliance with company policies.<br>• Manage check runs and Automated Clearing House (ACH) payments to ensure timely disbursement.<br>• Monitor and ensure timely processing of invoices within accounting systems such as D365.<br>• Prepare and analyze reports using tools like pivot tables and VLOOKUP to identify discrepancies or trends.<br>• Collaborate with other departments to resolve invoice and payment-related issues.<br>• Develop and implement improvements to streamline accounts payable workflows.<br>• Ensure adherence to internal controls and compliance standards in all payables activities.<br>• Provide training and mentorship to team members to enhance their performance and growth.
