<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of Treasury for a newly created, high-impact leadership role.</p><p><br></p><p>This is a strategic opportunity for an accomplished treasury leader to build and lead a best-in-class treasury function while helping shape the organization’s capital strategy, liquidity management, and financial risk framework. Reporting to executive leadership, this role will have significant visibility and influence across the organization.</p><p><br></p><p>My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity!</p><p><br></p><p>For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected]</p><p><br></p><p>🔹 Key Responsibilities:</p><p>✔ Lead treasury strategy, liquidity planning, and capital structure initiatives</p><p>✔ Oversee cash management, cash flow forecasting, and working capital optimization</p><p>✔ Manage banking relationships and support capital markets activities, including asset-backed securitization programs</p><p>✔ Lead financial risk management initiatives, including interest rate exposure oversight</p><p>✔ Strengthen treasury operations, controls, SOX compliance, and payment security</p><p>✔ Drive treasury systems enhancements, automation, and process improvements</p><p>✔ Partner cross-functionally with FP&A, Accounting, Tax, Legal, and executive leadership</p><p>✔ Build, mentor, and lead a high-performing treasury team</p><p><br></p><p>🔹 Ideal Background:</p><p>✔ 10+ years of progressive treasury or corporate finance experience</p><p>✔ Leadership experience within complex, high-growth environments</p><p>✔ Deep expertise in cash management, liquidity planning, capital markets, & treasury operations</p><p>✔ Experience supporting securitization structures and banking relationships</p><p>✔ Treasury systems, financial modeling, and automation experience preferred</p><p>✔ MBA and CFA, and or CTP is required</p><p>✔ Private equity-backed or financial services experience is a plus</p><p><br></p><p>This is an outstanding opportunity for a strategic yet hands-on treasury leader to step into a newly created role and help drive financial resilience, operational excellence, and long-term growth.</p><p><br></p><p>📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.</p><p><br></p>
<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 a detail-oriented Bookkeeper to support the financial operations of the Church and Foundation in Dallas, Texas. This position plays an important role in keeping records accurate, managing daily accounting activity, and helping ensure reliable financial reporting. The ideal candidate brings strong bookkeeping experience, handles sensitive information with discretion, and provides dependable support to staff, members, and donors.<br><br>Responsibilities:<br>• Record donations, offerings, and other incoming funds accurately across church and foundation accounts, including cash, check, and electronic payments.<br>• Prepare deposits, assign funds to the appropriate ministries, endowments, and related accounts, and maintain clear supporting documentation.<br>• Manage receivables and payment tracking for programs, events, rentals, mission activities, and other organizational transactions.<br>• Review invoices, expense submissions, and disbursement requests; code them correctly and process payments within required timelines.<br>• Support payroll processing, maintain leave balances, and assist with contractor reporting and year-end tax documentation.<br>• Complete regular reconciliations for bank, petty cash, investment, and general ledger accounts to ensure records remain accurate and current.<br>• Generate donor and contribution statements on a scheduled basis and resolve discrepancies between contribution records and accounting data.<br>• Monitor credit card activity, budget usage, and approval compliance while helping maintain sound internal financial controls.<br>• Compile financial records and backup documentation needed by leadership, auditors, and external tax professionals.
<p>Develop a well-organized system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures</p><p>Maintain accounts by verifying, allocating, and posting transactions</p><p>Balance accounts by reconciling entries</p><p>Maintain and balance general ledger </p><p>Maintain quality historical records by filing documents</p><p>Prepare financial reports by collecting, analyzing, and summarizing account information</p><p>Craft Accounts Receivable invoices, reviewing payments received and record deposits</p>
We are looking for a dependable Bookkeeper to manage core accounting operations for a small office in North Richland Hills, Texas. This position plays a key role in keeping financial information accurate, organized, and ready for month-end and year-end review. The ideal candidate brings strong experience with QuickBooks Desktop, advanced Excel capabilities, and hands-on knowledge of payables, receivables, and reconciliations. Candidates who can work independently, communicate professionally, and support a fast-moving office environment will thrive in this role.<br><br>Responsibilities:<br>• Oversee daily bookkeeping activities by recording transactions accurately and maintaining current financial data in QuickBooks Desktop.<br>• Handle the full accounts payable and accounts receivable cycle, including issuing invoices, monitoring incoming payments, processing vendor disbursements, and following up on outstanding balances.<br>• Complete recurring bank and account reconciliations to confirm accuracy across financial records on a monthly and quarterly basis.<br>• Prepare annual 1099 documentation and assist with required year-end filings and reporting tasks.<br>• Support closing activities by organizing records, updating schedules, and coordinating financial information needed for month-end and year-end review.<br>• Use advanced Excel tools such as Pivot Tables, VLOOKUPs, and formulas to analyze data, reconcile balances, and produce supporting reports.<br>• Maintain the general ledger and related documentation to ensure records remain complete, consistent, and audit-ready.<br>• Organize financial files and assist with audit, tax preparation, and other financial review requests as needed.<br>• Track property tax information and help maintain related records and documentation when applicable.<br>• Communicate with vendors, clients, and internal team members to resolve accounting questions and keep financial processes moving efficiently.
<p>We are looking to find a <strong>Tax Director</strong> to lead tax strategy and operations across the Americas.</p><p><br></p><p>This is a <strong>high-visibility, business-facing role</strong> where you’ll help shape tax strategy, drive process transformation, and bring more tax work in-house — all while partnering closely with leadership.</p><p><br></p><p><strong>Why this role stands out:</strong></p><p>✅ Hybrid schedule (3 days in office – Plano/Legacy area)</p><p>✅ <strong>100% of employee healthcare premiums covered</strong></p><p>✅ 20% bonus potential</p><p>✅ Family-run global company with a strong, collaborative culture</p><p>✅ Opportunity to influence strategy and implement new ideas</p><p>✅ Blend of tax, finance, operations, and project leadership</p><p><br></p>
We are looking for a strategic finance leader to oversee enterprise-wide reporting, planning, and performance analysis for our organization in Frisco, Texas. This role will shape how financial results are consolidated, interpreted, and presented to executive stakeholders while strengthening forecasting accuracy and decision support across the business. The ideal candidate brings strong leadership, sound business judgment, and the ability to translate complex financial data into clear recommendations that support growth and operational discipline.<br><br>Responsibilities:<br>• Direct enterprise financial consolidation activities across business units and regions, ensuring reporting is accurate, consistent, and delivered on schedule.<br>• Lead the creation of monthly, quarterly, and annual reporting materials for senior executives and the Board, presenting financial results through clear analysis and effective visuals.<br>• Partner with accounting teams to align close schedules, reporting deliverables, and explanations for performance fluctuations.<br>• Improve management reporting, dashboards, and analytical processes to provide deeper insight into trends, risks, and forecast performance.<br>• Oversee company-wide budgeting, forecasting, and long-range planning cycles, driving structure, accountability, and continuous enhancement of planning practices.<br>• Build scenario models and strategic analyses that inform investment decisions, growth initiatives, and enterprise efficiency efforts.<br>• Track and evaluate key business and SaaS performance indicators to support informed decision-making and performance management.<br>• Support quarterly business reviews, board meetings, and investor-related updates with forward-looking analysis, performance summaries, and ad hoc presentations.<br>• Serve as a finance partner to cross-functional leaders by providing actionable guidance that helps improve results and reinforce accountability.
We are looking for a strategic finance leader to oversee accounting operations, strengthen financial reporting, and support sound decision-making across the organization in Dallas, Texas. This role combines hands-on leadership with big-picture planning, guiding core accounting functions while helping senior leaders and board stakeholders understand financial performance. The ideal candidate brings strong nonprofit accounting knowledge, a disciplined approach to compliance, and a commitment to building efficient processes and a high-performing team.<br><br>Responsibilities:<br>• Lead daily accounting activities across payables, receivables, payroll, and account reconciliations to ensure accuracy and consistency.<br>• Direct month-end and year-end close activities, producing reliable financial statements on schedule.<br>• Maintain a strong control environment and ensure accounting practices align with organizational policies and nonprofit reporting standards.<br>• Coordinate annual audit readiness, manage auditor requests, and support a smooth external audit process.<br>• Oversee preparation of required tax and regulatory filings, including 1099 reporting and annual Form 990 submissions in partnership with outside advisors.<br>• Guide the annual budgeting cycle with finance leadership and department heads, while supporting forecasting and ongoing budget monitoring.<br>• Prepare financial analyses, reports, and presentation materials for executive leadership, committees, and the board, highlighting trends, risks, and performance drivers.<br>• Manage financial systems and reporting workflows, improve accounting procedures, and implement process enhancements that increase efficiency and transparency.<br>• Supervise and develop accounting team members through goal setting, coaching, and performance feedback while fostering a collaborative work environment.
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 Tax Director to join our team in Dallas, Texas. This role requires a strategic thinker with expertise in tax management for individuals, corporations, and partnerships. You will play a key role in overseeing complex tax processes and guiding clients through consultative strategies to optimize their financial outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of detailed tax returns for individuals, corporations, and partnerships.</p><p>• Provide expert consultation to clients on tax strategies and financial planning.</p><p>• Ensure compliance with federal, state, and local tax regulations.</p><p>• Approve finalized tax returns, ensuring accuracy and thoroughness.</p><p>• Collaborate with clients to address complex tax-related inquiries and concerns.</p><p>• Manage annual income tax provisions and reporting processes.</p><p>• Utilize CCH ProSystem Fx and CCH Sales Tax tools to streamline tax preparation.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>Chris Willhite, CPA and VP or Recruiting at Robert Half, has teamed up with a large, well-known debt-focused PE fund to recruit a controller. The role offers excellent benefits (unlimited time off, 6% 401K match) and is hybrid. Candidates need to have exposure to PE Debt Funds in order to be considered.</p><p>To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) </p><p><strong><u>Job Purpose (Job Summary)</u>:</strong></p><p>The Controller is responsible for certain aspects of financial reporting and oversight of the valuation process and controls for the institutional credit funds. Additional responsibilities include supporting other functions related to the oversight of the operations of the private funds including accounting, financial reporting, and fund operations. The Controller reports to the Managing Director with the portfolio management, operations, and fund accounting team.</p><p><strong><u>Key Responsibilities / Duties</u>:</strong></p><p><strong>CLO Equity Funds and other private credit funds:</strong></p><p>The Controller is the primary contact for the Credit Funds portfolio management team, providing fund and investment related data and conducting fund operations as instructed by the portfolio managers and operations teams.</p><p>Responsible for oversight of daily operations of the Credit Funds and other assigned funds, such as capital calls, management of the lines of credit, distributions, information requests, and special projects.</p><p>Responsible for overseeing third party service providers for the quarterly reporting for the Credit Funds and the annual audits.</p><p>Work with other departments on the acquisition and disposition of portfolio investments as appropriate.</p><p>Demonstrate leadership skills by volunteering for special projects in the department.</p><p>Other duties as assigned.</p><p><strong>Credit Funds and CLO (Collateralized Loan Obligations) Equity Funds:</strong></p><p>The Controller is the primary contact for the Invesco, Ltd. corporate accounting team for matters related to the consolidation of the Credit Funds and CLO equity funds.</p><p>Responsible for overseeing third party service providers that provide data and analysis for the consolidation of the Credit Funds.</p><p>Responsible for coordinating responses to auditor requests related to the Private Credit Funds, including the related disclosures.</p><p>Responsible to oversee or otherwise complete the data analysis for disclosures related to the Credit Funds consolidated by the investment manager.</p><p> Assist the fund accounting team with the coordination, preparation, and timely completion of all audit reports for the funds.</p><ul><li>Assist the Invesco, Ltd. corporate accounting team in reviewing the consolidation files, support therefor, and other analysis required by the corporate accounting team for the consolidated financial statements and disclosures included in the 10Qs and 10K.</li></ul>
We are looking for an experienced Fund Controller to lead financial oversight, reporting, and accounting operations for a portfolio of industrial real estate funds based in Dallas, Texas. This role partners closely with accounting, tax, legal, IT, and asset management teams to deliver accurate financial information, support transactions, and maintain strong reporting controls. The ideal candidate brings deep fund and real estate accounting knowledge, sound judgment, and the ability to guide a high-performing team in a deadline-driven environment.<br><br>Responsibilities:<br>• Direct accounting, performance tracking, and financial reporting activities for designated industrial funds, ensuring information is complete, accurate, and delivered on schedule.<br>• Oversee the preparation and review of monthly, quarterly, and annual reporting materials for internal stakeholders, investors, tax teams, and other external parties.<br>• Manage reporting calendars and coordinate key deliverables across recurring close cycles as well as special projects.<br>• Lead the accounting team’s involvement in real estate transactions, including acquisitions, dispositions, financings, due diligence review, settlement support, and transaction recording.<br>• Supervise accounting support for joint venture activity, including buyouts and sales, and validate waterfall allocations and settlement calculations against governing agreements.<br>• Review financial packages prepared by third-party service providers, perform analytical assessments, and participate in property or site-level reviews when needed.<br>• Examine interim financial statements and debt covenant calculations to support subscription facilities and other lender-related reporting obligations.<br>• Coordinate the timely delivery of financial reports and supporting schedules for annual tax compliance and assist with external audit activities through the full year-end audit cycle.<br>• Evaluate accounting policies and internal procedures on an ongoing basis, recommending enhancements to improve control, consistency, and efficiency.<br>• Mentor and develop accounting staff from senior-level contributors through assistant controller roles by providing coaching, performance feedback, and formal evaluations.
<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>
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 a meticulous Tax Coordinator to join a financial services organization in Fort Worth, Texas. In this role, you will help keep tax filings, payments, and supporting records accurate, timely, and well organized while providing dependable administrative support to the broader tax function. This opportunity is well suited for someone who can manage multiple priorities, protect sensitive information, and communicate effectively across teams.</p><p><br></p><p>Tax Coordinator — Fort Worth, TX </p><p>A growing firm seeks a detail-oriented Tax Coordinator to file and process tax extensions, returns, and payments, and to maintain and organize all tax documentation. Duties include providing tax documents on request, requesting annual PFIC statements, updating the intranet master database, onboarding new entities (KYC, bank accounts), creating structure charts, and supporting the Tax team.</p><p>Ideal candidates have an Associate's or Bachelor's in accounting, tax, or finance; strong organization and attention to detail; multitasking and meeting deadlines under pressure; excellent MS Office and communication skills; discretion; and global cultural awareness.</p><p>Competitive compensation, retirement contributions, and full health & welfare benefits. Apply in confidence.</p><p><br></p><p><br></p><p>Joe.Faradie at roberthalf com</p><p><br></p><p>this is the best way to apply- connect with me on linkedin</p>
We are looking for a Finance Manager to lead international financial planning and reporting activities for a growing real estate and property organization in Dallas, Texas. This role will shape executive-level insights by turning multi-region financial results into clear analysis, practical recommendations, and decision-ready materials. The position works closely with business and finance leaders across international teams to strengthen forecasting, performance visibility, and strategic planning.<br><br>Responsibilities:<br>• Lead the end-to-end schedule for international financial reporting and planning activities, ensuring timely delivery of monthly, quarterly, and annual materials for senior leadership.<br>• Gather, review, and consolidate submissions from global business units, resolving discrepancies and improving consistency before executive presentations are finalized.<br>• Prepare leadership-ready commentary, variance explanations, and financial bridge analysis that highlight performance drivers, risks, and opportunities.<br>• Create dashboards and reporting tools that simplify complex regional results into meaningful trends, comparisons, and business insights.<br>• Oversee the international performance scorecard by monitoring revenue, profitability, and margin results against budget and forecast, and clearly communicating notable variances.<br>• Develop and refine standardized templates and reporting processes that support reliable, repeatable, and timely finance deliverables across regions.<br>• Partner with international finance and operational stakeholders to support recurring budgeting, forecasting, and month-end financial review cycles.<br>• Build scenario models and forward-looking analyses to support strategic initiatives, risk assessment, market evaluation, and long-range planning.<br>• Act as a cross-regional finance partner for reporting methodologies, benchmarking practices, and comparable performance analysis across international operations.<br>• Track key business and market indicators to identify emerging trends, support growth planning, and inform strategic recommendations for leadership.
<p>We are looking for a detail-oriented and experienced Accountant to join our team in North Dallas. This role is essential for managing grant accounting, financial reporting, and analysis, ensuring compliance with regulations and internal standards. The ideal candidate will bring expertise in nonprofit accounting, grant management, and financial operations while demonstrating strong organizational and problem-solving abilities.</p><p><br></p><p>Responsibilities:</p><p>• Manage grant-related accounting activities, ensuring transactions are accurately recorded and properly documented.</p><p>• Maintain and update grant management systems for reporting, reconciliation, and audit purposes.</p><p>• Evaluate grant eligibility for reimbursement by analyzing contract terms and approved budgets.</p><p>• Prepare and submit reimbursement requests in line with grantor schedules and requirements.</p><p>• Generate management reports and participate in grant reviews to ensure compliance and accuracy.</p><p>• Monitor accounts receivable activities, resolve discrepancies, and ensure accurate general ledger postings.</p><p>• Process month-end journal entries, including payroll, recurring costs, and fixed asset depreciation.</p><p>• Reconcile assigned accounts and assist in preparing monthly financial reports.</p><p>• Support year-end processes such as recording accruals and maintaining audit-ready records.</p><p>• Document accounting procedures and cross-train with team members to ensure operational efficiency.</p><p><br></p><p>If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via Linked In.</p>
<p>We are looking for a strategic and hands-on VP of Finance to lead the development of a scalable finance organization. This leader will shape the financial infrastructure, deliver meaningful insights to support executive decisions, and establish disciplined processes that keep pace with growth. The role is ideal for someone who combines strong technical finance expertise with the ability to build teams, improve operations, and support a high-growth B2B SaaS business.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Establish and scale the finance organization by creating foundational processes, internal controls, and operating standards.</p><p>• Lead financial planning and analysis activities, including long-range planning, budgeting, forecasting, and performance modeling to guide business strategy.</p><p>• Oversee accounting operations and month-end close activities to ensure accurate reporting, regulatory compliance, and operational readiness for growth.</p><p>• Direct cash management activities and strengthen the order-to-cash cycle to improve collections, liquidity visibility, and short-term cash forecasting.</p><p>• Develop clear and reliable financial reporting packages for executives, board members, and investors.</p><p>• Select and implement finance systems and supporting technology that improve efficiency and provide a strong platform for expansion.</p><p>• Partner closely with senior leadership to evaluate business performance, support strategic initiatives, and recommend actions based on financial insights.</p><p>• Build, mentor, and lead a high-performing finance team capable of supporting a rapidly growing organization.</p><p>• Define and monitor key financial and SaaS operating metrics to assess company health and inform decision-making.</p><p><br></p><p><strong>Why this role:</strong></p><ul><li>Rapid growth + recent Fortune 100 client wins</li><li>Clear path to CFO in the next 1-2 years</li><li>Equity piece (targeting liquidity event within 3–5 years)</li><li>High visibility with executive leadership and Board</li><li>Opportunity to build and shape the finance function from day one</li><li>Hybrid (3 days in office) | Remote flexibility for the right candidate</li></ul>