12 Results for Banking And Financial Markets Associate Jobs in Plano, TX

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Finance Associate - Level 2

Dallas, TX
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a detail-oriented finance / sales & use tax specialist to join a long-term contract assignment supporting indirect tax and financial compliance activities in Dallas, TX. In this role, you will work with transactional and accounting data from multiple sources to help ensure accurate tax reporting, maintain compliance records, and support recurring finance processes. This opportunity is well suited for someone who enjoys problem-solving, working independently, and using advanced Excel skills to turn complex data into clear, reliable results. Responsibilities:• Manage day-to-day support for indirect tax compliance, including activities related to sales and use tax filings and associated reporting obligations.• Coordinate business license applications, renewals, and related documentation to help maintain ongoing regulatory compliance.• Pull information from ERP platforms and other data sources, then review and reconcile records to confirm completeness and accuracy.• Use advanced Excel tools such as PivotTables and data transformation functions to organize, validate, and analyze inconsistent data sets.• Prepare account reconciliations and create journal entry support when needed for finance and tax-related activities.• Investigate reporting variances, transactional issues, and tax exceptions, then drive timely resolution of identified discrepancies.• Maintain clear records of procedures, compliance support, and internal control documentation for audit readiness.• Assist with audit requests, tax inquiries, and ad hoc financial analysis by gathering support and explaining data outcomes.• Complete recurring tax and compliance tasks independently while meeting established timelines and quality expectations.• Recommend practical improvements that strengthen data quality, reporting accuracy, and process efficiency.
2026-10-12T00:00:00Z

Associate Wealth Advisor

Fort Worth, TX
onsite
Permanent / Full Time
90000 - 135000 USD / Yearly
We are looking for an Associate Wealth Advisor to join a boutique wealth management firm in Fort Worth, Texas. In this role, you will collaborate closely with senior leadership to support sophisticated financial planning needs for professionals, families, and institutional clients. This opportunity is ideal for someone who wants meaningful client exposure, hands-on planning experience, and a long-term path toward increased leadership and ownership responsibility. My Fort Worth Client is seeking an Associate Wealth Advisor. This is a boutique Fort Worth Firm looking for someone who WANTS to grow and put them on a track to partnership Associate Wealth Advisor — Fort Worth, TX (76104)A private wealth management firm serving high-performing professionals, families, and institutions.This isn't a seat you sit in for a decade. You'll work shoulder-to-shoulder with a senior advisor on real client work from day one — research, deliverables, planning — on a genuine track to partner. We want someone here to build something. You bring:<ul><li>CFP (Preferred) with 3+ years of practice experience</li><li>A track record creating retirement plans, implementing risk mitigation strategies, and managing long-term relationships for mass affluent and high net-worth families</li><li>Hunger, presence, and a habit of outperforming</li><li>On site - Fort Worth, TX 76104. Work from home a couple days a month is okay! </li></ul>Competitive base, incentives, 401(k) match, health insurance, PTOInterested candidates should send over an updated resume for confidential consideration. Joe.Faradie at roberthalf com
2026-09-30T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for an experienced Sr. Financial Analyst to support the financial management of major client accounts within a fast-paced advisory leasing environment in Dallas, Texas. This role partners closely with leadership and cross-functional teams to guide budgeting, forecasting, reporting, and performance analysis for high-profile portfolios. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to translate complex financial information into practical business recommendations. Responsibilities: • Oversee month-end financial activities for assigned accounts, ensuring reporting is accurate, complete, and delivered on schedule. • Develop recurring forecasts and annual budget plans that reflect business objectives and changing operational needs. • Evaluate financial performance, investigate variances, and present meaningful insights to senior stakeholders. • Prepare and review client-facing and internal financial reporting packages to support decision-making and maintain reporting quality. • Examine funding submissions and payment requests to confirm proper support, approvals, and compliance with established procedures. • Partner with business leaders and operational teams to improve workforce planning, productivity, and overall financial performance. • Address complex accounting and reporting questions from management and clients, resolving issues in a timely and detail-oriented manner. • Monitor benchmarks and key performance indicators to measure results and identify opportunities for improvement. • Anticipate financial risks or process concerns and take corrective action to reduce disruption and maintain alignment with priorities.
2026-09-30T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sr. Financial Analyst to join our team in Dallas, Texas and help guide financial planning through thoughtful analysis and clear reporting. This role will play a key part in budgeting, forecasting, pricing evaluation, and performance review across major business drivers. The ideal candidate brings strong modeling skills, sound business judgment, and the ability to turn complex financial data into practical recommendations for leadership. Responsibilities:• Lead financial planning activities by building and refining monthly, quarterly, and annual forecasts and budgets across revenue, gross margin, operating costs, staffing, and other operational metrics.• Drive pricing-related analysis by assessing strategy effectiveness, supporting recurring and ad hoc repricing efforts, and identifying opportunities to improve margin performance.• Create recurring and on-demand reports for executives and department leaders that highlight results, explain major fluctuations, and surface financial risks and growth opportunities.• Conduct in-depth comparisons between actual performance, budget expectations, and forecasted outcomes, then summarize the factors influencing variances and recommend next steps.• Build financial models and investment analyses that support strategic planning, business initiatives, resource prioritization, and long-term decision-making.• Collaborate with Sales as well as Revenue and Underwriting teams to assess deal economics, pricing terms, partner arrangements, incentive structures, and expected profitability.• Work closely with Accounting during the month-end close process to confirm financial accuracy, strengthen accruals, and ensure management reports align with ledger results.• Perform ad hoc analysis and data-driven research to support business questions, uncover trends, and improve financial visibility across the organization.
2026-10-05T00:00:00Z

Sr. Financial Analyst

Frisco, TX
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
We are looking for a Senior Financial Analyst to join a growing organization in Frisco, Texas, and help strengthen financial planning and decision support across the business. This position offers the chance to contribute within a newly established shared services environment, where strong analytical thinking and sound financial judgment will have visible impact. The ideal candidate brings advanced modeling skills, a solid grasp of accounting fundamentals, and the ability to turn financial and operational data into meaningful guidance for leadership. Responsibilities:• Lead budgeting, recurring forecast cycles, and longer-range planning activities to support business performance and growth objectives.• Create and refine financial models, reporting tools, and dashboards that improve visibility into results and key performance drivers.• Evaluate monthly and quarterly financial outcomes, explain variances, and deliver insights that support informed leadership decisions.• Produce customized analyses and reports when standard systems do not meet business needs, using strong spreadsheet and data-handling capabilities.• Work closely with accounting and operational partners to validate financial information and ensure consistency between forecasts, reporting, and actuals.• Prepare materials for periodic business reviews, translating complex financial data into clear summaries for senior stakeholders.• Contribute to special projects, scenario planning, and ad hoc analysis tied to strategic initiatives and changing business priorities.• Help design scalable planning and reporting processes that support the continued development of the shared services function.
2026-10-15T00:00:00Z

Sr. Financial Analyst

Mansfield, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sr. Financial Analyst to join a wholesale distribution organization in South Arlington, Texas and deliver high-impact financial insight that supports business performance. This role focuses on translating financial and operational data into meaningful analysis, strengthening planning activities, and improving reporting quality for leadership and cross-functional teams. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to build practical tools that help the business make informed decisions. Responsibilities:• Lead financial planning support by developing budget, forecast, and variance analyses that highlight performance drivers and key changes in results.• Examine operating and financial data to uncover trends, business risks, and areas for improvement or growth.• Create and maintain recurring reports, dashboards, and analytical outputs that give stakeholders clearer visibility into company performance.• Partner with internal teams and multiple data sources to assemble relevant information for reporting, planning, and decision support.• Reconcile and validate data across reports and analyses to maintain consistency, accuracy, and confidence in financial outputs.• Contribute to the enhancement of planning and reporting capabilities by helping design new analytical approaches and tools.• Advance efficiency initiatives through automation, standardized reporting practices, and stronger use of technology in financial processes.• Apply AI-enabled solutions and other automation tools to simplify workflows, improve productivity, and strengthen business insights.• Prepare concise, decision-ready analysis and presentation materials for leadership reviews, and document the assumptions and logic behind reporting outputs.• Respond to special analysis requests by gathering information, structuring findings, and delivering timely recommendations informed by business operations.South
2026-10-13T00:00:00Z

Sr. Financial Analyst

Irving, TX
onsite
Permanent / Full Time
90000 - 125000 USD / Yearly
We are looking for a Sr. Financial Analyst to provide financial insight and planning support for our operations in Irving, Texas. This role partners closely with operational and finance leaders to deliver accurate reporting, evaluate performance trends, and support sound business decisions. The ideal candidate brings strong analytical capability, experience in budgeting and forecasting, and the ability to translate financial results into actionable recommendations. Responsibilities: • Partner with operations and finance leadership to deliver analysis that supports performance management, planning, and day-to-day business decisions. • Lead the development of budgets, forecasts, and financial scenarios, ensuring assumptions reflect operational goals and business priorities. • Prepare monthly financial reporting packages with variance analysis, trend evaluations, and commentary on key performance drivers. • Identify financial risks and opportunities, communicate their potential impact, and recommend practical actions to improve results. • Provide decision support for cost management, capital spending, pricing strategies, and contract-related financial evaluations. • Contribute accurate data and business context to monthly, quarterly, and annual reporting cycles in alignment with broader corporate standards. • Help strengthen financial models and reporting frameworks to improve transparency, consistency, and usefulness across the organization. • Drive process enhancements by improving reporting routines, supporting automation efforts, and promoting stronger data quality in planning and analysis activities.
2026-09-22T00:00:00Z

Financial Analyst

Coppell, TX
onsite
Permanent / Full Time
71000 - 108000 USD / Yearly
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. Responsibilities: • Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements. • Analyze financial data to identify trends, variances, and opportunities for process improvements. • Develop and execute test cases to ensure system changes align with business requirements. • Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions. • Act as a liaison between the accounting and IT teams to align system functionality with business needs. • Support audit and compliance processes by providing accurate documentation and analysis. • Apply accounting principles to improve financial systems and provide strategic recommendations. • Conduct variance analysis and financial modeling to support organizational goals. • Utilize tools such as Tableau and OTBI for data visualization and reporting. • Manage multiple tasks independently in a dynamic and fast-paced environment.
2026-10-15T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Analyst to join a manufacturing organization in Dallas, Texas, and provide analytical support that strengthens financial performance and operational decision-making. This role focuses on cost evaluation, reporting accuracy, budgeting support, and insight generation across key areas of the business. The ideal candidate brings strong analytical ability, attention to detail, and experience turning financial data into practical recommendations. Responsibilities:• Evaluate production and operating costs to uncover efficiency opportunities and support stronger financial results.• Maintain and reconcile general ledger activity, balance sheet accounts, and related transactions to ensure accurate financial records.• Develop financial reporting packages that include budget comparisons, forecast updates, cash flow analysis, and performance trend summaries.• Track spending patterns and recommend cost control actions that align with accepted accounting standards and business objectives.• Contribute to pricing and proposal analysis while assisting with cost-related audit preparation and responses.• Partner with operational and functional teams to gather data, validate results, and resolve account discrepancies across accounting records.• Support compliance efforts by helping maintain internal controls and reviewing financial processes for accuracy and consistency.• Assist with forecasting models and budget planning tools that support long-range decision-making in a manufacturing environment.• Participate in special cost studies and manufacturing finance projects as business needs require.
2026-09-25T00:00:00Z

Financial Analyst

Arlington, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnering with a large organization making a significant investment in its Finance function as it evolves its strategy, structure, and operations. As part of this transformation, the company is building a brand-new Corporate Financial Planning & Analysis (FP&A) and Strategy Group and is seeking a Financial Analyst to join this newly created team. This is much more than a traditional Financial Analyst role. You’ll be joining at a pivotal point in the organization’s evolution, with the opportunity to help develop processes, enhance reporting, strengthen forecasting, analyze business performance, and provide financial insights that support important business decisions. My client offers a hybrid work schedule, beautiful new offices, a competitive annual salary, an annual bonus, and comprehensive benefits. For confidential consideration and further details about this unique and ground floor opportunity, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Responsibilities:• Contribute to company-wide budgeting, rolling forecasts, and long-term financial planning activities across multiple business locations.• Build, update, and refine financial models, planning tools, and analytical reports that support operational and strategic decision-making.• Evaluate financial and operating results to uncover trends, explain performance gaps, and highlight risks and growth opportunities.• Partner with accounting, operations, and business leaders to interpret results and turn data into practical recommendations.• Prepare recurring and ad hoc reporting packages, summaries, and presentations for finance leadership and other stakeholders.• Create and maintain dashboards, key performance indicators, and management reporting that increase visibility into business performance.• Support monthly and quarterly close-related analysis by comparing actual results against plans and explaining primary performance drivers.• Recommend ways to improve margins, spending discipline, and operating efficiency through targeted financial analysis.• Assist in strengthening FP&A processes, reporting capabilities, analytical tools, and scalable workflows as the function continues to develop.• Provide financial support for business cases, capital planning efforts, strategic initiatives, and other special projects. Why This Opportunity Stands OutIf you’re looking for a Financial Analyst opportunity where your work goes beyond producing spreadsheets and routine reports, this is an opportunity to make an impact from the ground up.You’ll gain exposure to corporate FP&A and strategic initiatives, collaborate with cross-functional business partners, contribute to the development of new reporting and forecasting processes, and grow alongside a newly established finance team.
2026-10-14T00:00:00Z

Sr. Field Financial Analyst

Mckinney, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced financial analyst to support market-level performance and partner closely with operational leadership in Texas. This role focuses on turning financial and operational data into practical insights that strengthen profitability, improve execution, and guide strategic decisions. The ideal candidate will combine strong analytical capability with the ability to communicate clearly across finance and field teams. Responsibilities: • Partner with regional leadership to provide financial guidance that supports market strategy and day-to-day decision-making. • Evaluate profit and loss results through recurring business reviews, highlighting branch performance, cost drivers, and efficiency trends. • Interpret financial and operational data to uncover risks, identify growth opportunities, and recommend actions that improve results. • Create and maintain dashboards and recurring reports in Power BI and similar tools to give stakeholders clear visibility into key performance indicators. • Contribute to budgeting and forecasting activities by building data-informed models and incorporating local business assumptions. • Analyze forecast-to-actual results, explain material variances, and propose corrective steps based on underlying causes. • Work with operations leaders to connect financial targets with execution plans and market priorities. • Participate in operational and executive review meetings, offering financial perspective on performance and improvement initiatives. • Perform detailed branch-level analyses and develop recommendations to enhance productivity and profitability. • Prepare business cases and financial models for expansion efforts, including new locations and added service offerings.
2026-09-30T00:00:00Z

Sr. Asset Management Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Sr. Asset Management Analyst to support portfolio performance across a real estate platform in Dallas, Texas. This role blends financial oversight, strategic planning, and cross-functional collaboration to strengthen asset value and improve operational results. The ideal candidate will bring strong analytical capabilities, commercial real estate insight, and the ability to turn data into practical recommendations for leadership and stakeholders. Responsibilities: • Guide and support analysts or interns by providing direction, coaching, and day-to-day leadership on asset management assignments. • Lead portfolio budgeting, forecasting, and capital planning activities to align investment decisions with business objectives. • Create and refine performance measurements that help evaluate asset results, identify issues, and shape corrective action strategies. • Review financial results, property conditions, and operational activity across assets, then communicate key findings to management. • Establish annual cash flow expectations for the portfolio and partner with asset management leadership to keep properties on track to meet performance goals. • Advise on portfolio-level and property-specific strategies for current holdings as well as potential development opportunities. • Improve asset management effectiveness by helping design and implement policies, tools, and collaborative processes across real estate, facilities, and program teams. • Maintain strong working knowledge of financial reporting systems, including the ability to extract data, build reports, and support analysis needs. • Prepare recurring monthly, quarterly, and annual reporting packages for a range of internal and external stakeholders.
2026-10-13T00:00:00Z

12 results for Banking And Financial Markets Associate in Plano, TX