17 Results for Business Analysis Manager Jobs in Plano, TX

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Business Analyst

Westlake, TX
onsite
Temporary to Hire
29.6875 - 34.375 USD / Hourly
We are looking for a detail-oriented Business Analyst to support business license and tax compliance activities for a wholesale distribution organization in Westlake, Texas. This contract position with the potential to become permanent will play a key role in coordinating license applications, renewals, compliance research, and issue resolution while working closely with internal teams and external agencies. The ideal candidate thrives in a fast-moving environment, communicates clearly, and handles sensitive information with a high degree of discretion. Responsibilities: • Manage a high-volume portfolio of business license renewals and registrations, ensuring submissions are completed accurately and within required deadlines. • Research federal, state, and local licensing rules and translate regulatory requirements into clear guidance for internal stakeholders. • Prepare, review, and analyze documentation and supporting data needed for new applications, renewals, and compliance-related filings. • Maintain precise records in license compliance systems, including timely updates to application status, renewals, and related business information. • Respond to notices, correspondence, and information requests from government entities and third parties regarding licensing matters. • Partner with finance and cross-functional teams to gather required information, resolve compliance questions, and support ongoing licensing needs. • Contribute to audit-related activities by organizing records and providing documentation connected to business license compliance. • Identify opportunities to improve workflows, strengthen compliance processes, and assist with special projects as business needs evolve.
2026-10-15T00:00:00Z

Business Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Business Analyst to support a growing manufacturing organization in Dallas, Texas by strengthening the technology environment that underpins operations, finance, and leadership reporting. This position serves as a senior individual contributor who helps shape scalable systems, improve data reliability, and connect business needs with practical technology solutions across domestic and international teams. The role is well suited for someone who can combine analytical depth, enterprise systems knowledge, and strong cross-functional collaboration in a fast-moving environment. Responsibilities: • Direct the day-to-day coordination of external IT service providers to maintain dependable support across critical business systems. • Define and reinforce standards for application setup, user permissions, system documentation, and data stewardship to promote consistency and control. • Improve platform performance and uptime across essential operational and financial tools while supporting secure access and reliable usage. • Lead initiatives that connect legacy or disconnected applications into more unified enterprise solutions that better support business growth. • Oversee integrations, master data structures, and data quality practices to strengthen reporting accuracy and operational visibility. • Create repeatable dashboards, templates, and analytical models that help leaders monitor performance and make timely decisions. • Partner with internal teams and third-party vendors on enterprise application enhancements, issue resolution, governance activities, and ongoing updates. • Support IT risk management by implementing practical controls for security, access administration, audit readiness, and system integrity. • Translate technical matters into clear business terms and deliver recurring operational insights to executives and functional stakeholders. • Build productive relationships across regions and functions to guide adoption of systems and reporting practices without direct authority.
2026-09-30T00:00:00Z

Financial Planning & Analysis Manager

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Financial Planning & Analysis Manager to support strategic financial decisions through thoughtful forecasting, budgeting, and analytical insight. This role partners closely with commercial and operational teams to evaluate demand trends, guide pricing decisions, and strengthen inventory planning. Based in Plano, Texas, this position is ideal for someone who combines strong financial modeling skills with a practical understanding of business performance drivers. Responsibilities: • Build and maintain financial models that support forecasting, budgeting, and long-range planning activities. • Analyze sales patterns, customer demand, and inventory performance to improve planning accuracy and business decision-making. • Partner with sales and cross-functional stakeholders to translate market activity into actionable financial insights. • Develop pricing analyses that help the business evaluate product margin performance and revenue opportunities. • Prepare budgets, forecasts, and variance reports for leadership, highlighting risks, trends, and key drivers. • Support demand planning efforts by aligning financial expectations with inventory needs and operational assumptions. • Review inventory-related metrics and contribute to planning processes tied to stock levels and annual physical inventory activities. • Deliver clear recommendations to leadership based on financial analysis, scenario modeling, and business performance reviews.
2026-10-13T00:00:00Z

Business Systems Analyst

Dallas, TX
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
We are looking for a Business Systems Analyst to support critical business applications in a fast-paced commodity trading and financial environment in North Dallas, Texas. This position partners with operational stakeholders and technical teams to clarify business needs, improve system-driven processes, and help ensure applications perform reliably. The role is well suited for someone who combines strong analytical thinking with hands-on experience in requirements documentation, testing, and user support across trading, risk, or accounting functions. Responsibilities:<ul><li>Evaluate current operational workflows and uncover opportunities to simplify processes, increase efficiency, and reduce manual effort.</li><li>Work with business partners and technical teams to elicit, organize, and document functional and system requirements for application enhancements and support needs.</li><li>Produce and maintain clear process maps, requirements documents, user procedures, and related system documentation</li><li>Assist with the rollout, optimization, and day-to-day support of business applications tied to trading, risk management, and accounting activities.</li><li>Design structured test plans and detailed test scenarios to validate system updates, configuration changes, and new functionality.</li><li>Execute functional, integration, regression, and user acceptance testing while documenting outcomes and tracking defects to resolution.</li><li>Research production issues, analyze system behavior and data, and collaborate with technical resources to identify root causes and corrective actions.</li><li>Use SQL and related query tools to investigate data issues, confirm results, and support reporting or validation requests.</li><li>Act as a connector between business stakeholders, developers, quality teams, and other IT groups to keep initiatives aligned and moving forward.</li><li>Contribute to application upgrades, system integrations, and broader continuous improvement efforts affecting business platforms.</li></ul>
2026-10-05T00:00:00Z

Senior Business Analyst

Farmers Branch, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Senior Business Analyst to strengthen reporting, analytics, and data quality efforts across the organization in Farmers Branch, Texas. This role will work closely with operational and functional leaders to turn business needs into practical insights, dependable metrics, and effective dashboard solutions. The ideal candidate brings strong analytical judgment, hands-on reporting expertise, and the ability to improve data consistency across multiple platforms. Responsibilities: • Lead the ongoing management of enterprise data accuracy, completeness, and reliability across core business applications and reporting environments. • Develop and refine dashboards, recurring reports, and analytical tools that help teams evaluate performance, support planning, and guide growth strategies. • Collaborate with department leaders and site stakeholders to understand reporting objectives and convert business questions into clear, usable data solutions. • Retrieve, combine, and maintain information from various business systems to meet cross-functional analysis and reporting needs. • Partner with data and system stakeholders to uphold governance practices, including standard definitions, validation methods, and reporting consistency controls. • Investigate data issues, identify underlying causes of discrepancies, and coordinate with system owners to resolve gaps or inconsistencies. • Prepare clear documentation for reporting requests, data relationships, process workflows, and enhancement initiatives. • Track key performance indicators and business trends, highlighting risks, patterns, and improvement opportunities for leadership. • Support monthly and periodic reporting deadlines by delivering validated data outputs on schedule.
2026-09-30T00:00:00Z

Financial Reporting Manager

Dallas, TX
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a Financial Reporting Manager to join our Real Estate & Property organization. In this role, you will oversee the delivery of external and internal financial reporting, apply strong technical accounting judgment, and collaborate with teams across finance, tax, legal, treasury, and audit. This position is ideal for someone who can translate complex accounting guidance into clear reporting outcomes while maintaining accuracy, timeliness, and compliance. Responsibilities:• Direct the development and review of quarterly and annual financial statements, including footnotes, schedules, and supporting reporting materials.• Oversee the accuracy and completeness of reporting deliverables to ensure alignment with U.S. GAAP and internal accounting standards.• Evaluate complex transactions by researching applicable accounting guidance, documenting conclusions, and preparing technical accounting memoranda.• Serve as a primary contact for external auditors by organizing audit support, responding to inquiries, and validating underlying analyses and documentation.• Produce reporting materials related to significant transactions, leadership updates, board presentations, and lender deliverables as business needs require.• Track new and changing accounting standards, determine their impact on the organization, and lead implementation into reporting practices and policies.• Strengthen internal control activities tied to financial reporting through documentation, testing support, process improvement, and remediation follow-up.• Prepare lease accounting, hedge accounting and impairment transactions
2026-10-01T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance and Accounting and Kevin Sweet have partnered with a rapidly growing, multi-entity organization in the Dallas that is creating a new Accounting Manager position to lead the day-to-day operations of its Accounting and Accounts Payable teams. This is an exciting opportunity for a hands-on accounting leader who enjoys building teams, improving processes, solving problems, and creating structure in a high-growth environment. Reporting to the Controller and partnering closely with the CFO and Finance leadership team, the Accounting Manager will oversee daily accounting operations, lead the monthly close, strengthen reconciliation processes, develop the accounting team, and help build an accounting infrastructure capable of supporting continued growth and acquisitions. My client offers a hybrid work schedule, excellent benefits, has an amazing culture and truly values and appreciates their employees! For additional information and confidential consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Key Responsibility Areas<ul><li>Lead, coach, develop, and manage the Accounting and AP teams while establishing priorities, accountability, and performance expectations.</li><li>Oversee daily accounting activities across multiple entities, including GL, reconciliations, intercompany, AP, payroll, revenue, accruals, fixed assets, and consolidations.</li><li>Drive a timely and accurate monthly close, manage the close calendar, monitor deadlines, review supporting schedules, and resolve outstanding issues.</li><li>Strengthen balance sheet reconciliations, resolve aged items, ensure proper documentation, and maintain strong accounting controls.</li><li>Oversee AP operations, resolve escalated issues, improve processes, and partner with Operations and locations.</li><li>Build accounting processes and team structures that can support continued growth, additional entities, and acquisitions.</li><li>Identify opportunities to streamline workflows, automate manual processes, improve SOPs, and leverage financial systems including Sage Intacct, Concur, and Paycom.</li><li>Maintain an audit-ready environment, coordinate PBC requests, strengthen documentation, and support internal controls.</li><li>Partner with the Controller, CFO, Finance leadership, Operations, and other stakeholders to resolve issues and improve financial processes.</li></ul>Why Consider This Opportunity?· This is an opportunity to join a growing organization at an important stage of its development and help build the accounting infrastructure for its next phase of growth.· You won't simply inherit an existing process — you'll have the opportunity to improve it, build the team, implement better processes, and help shape how the accounting function operates going forward.· If you're an experienced Accounting Manager who enjoys leadership, growth, process improvement, and being close to the work, this could be an excellent opportunity to make an impact.
2026-10-02T00:00:00Z

Accounting Manager

Grapevine, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and growing organization seeking an experienced Accounting Manager to oversee a broad range of accounting operations and financial reporting activities. This is a key leadership position for an accounting professional who enjoys managing a team, improving processes, analyzing financial information, and partnering with leadership to support business decisions. The Accounting Manager will oversee general accounting, accounts payable, billing, payroll-related accounting, reconciliations, financial reporting, and other accounting functions while ensuring accuracy, timeliness, and compliance with company policies and accounting standards. My client offers a hybrid work schedule, beautiful offices with fully stocked kitchen, collaborative and team environment, outstanding benefits package, competitive annual salary and yearly bonus! For additional information or consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected] Key Responsibilities<ul><li>Lead and oversee daily accounting activities, including General Ledger, Accounts Receivable, Accounts Payable, billing, payments, and payroll-related accounting</li><li>Manage, develop, train, and support accounting staff while assigning and directing departmental work</li><li>Oversee the monthly and quarterly close processes, including journal entries, reconciliations, and financial reporting</li><li>Prepare and analyze financial information for management review and decision-making</li><li>Reconcile transaction activity within SAP and ensure the accuracy and completeness of financial records</li><li>Oversee account reconciliations and assist with the preparation of financial statements</li><li>Review invoices, payment activity, and supporting documentation for accuracy and compliance with company policies</li><li>Assist with forecasting, budgeting, and financial planning activities</li><li>Prepare recurring financial reports and analysis for management</li><li>Partner with internal and external auditors and provide requested financial information</li><li>Respond to accounting-related inquiries from customers, vendors, employees, and internal business partners</li><li>Identify opportunities to improve accounting processes, reporting, controls, and efficiency</li><li>Provide financial analysis and support for special projects and business initiatives</li><li>Ensure accounting activities are completed accurately and within established deadlines</li></ul>Why Consider This Opportunity?This is an opportunity to step into a high-impact Accounting Manager role with significant responsibility and visibility. The successful candidate will have the opportunity to lead an accounting team, improve processes, provide meaningful financial analysis, and work closely with leadership in a stable and growing organization.
2026-09-30T00:00:00Z

Accounting Manager

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Accounting Manager to join a growing manufacturing organization in Fort Worth, Texas. In this role, you will work closely with leadership and operational partners to strengthen core accounting processes, support accurate financial reporting, and provide insight into inventory and cost performance. This position is well suited for a hands-on, detail-oriented individual who can guide a team, improve workflows, and contribute to the finance function of a fast-moving production business. Responsibilities: • Direct the monthly close cycle by coordinating timelines, preparing and reviewing entries, reconciling accounts, and delivering timely financial results. • Lead, coach, and develop accounting team members while fostering accountability, technical growth, and consistent performance. • Evaluate balance sheet support schedules and reconciliation activity to maintain accuracy across the general ledger. • Review manufacturing cost performance by examining standard and actual variances, inventory movement, production yield, and material waste. • Produce and assess profitability reporting across customers and products to help inform business decisions. • Collaborate with operations, supply chain, and other internal teams to ensure financial transactions are recorded correctly and reported reliably. • Oversee inventory-related accounting activities, including reconciliations, cycle count analysis, and physical inventory audit support. • Establish and refine accounting procedures, internal controls, and documentation to strengthen compliance and operational efficiency. • Drive continuous improvement initiatives involving reporting tools, finance processes, and enterprise system effectiveness. • Support invoicing, assist with customer financial questions, and contribute to cross-functional projects and strategic priorities as needed.
2026-09-25T00:00:00Z

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

Billing Analyst

Dallas, TX
onsite
Temporary / Contract
26.638 - 30.844 USD / Hourly
We are looking for a Billing Analyst to join our team on a contract basis. This position supports accurate invoicing, payment tracking, and financial reporting within a structured services environment. The ideal candidate brings hands-on experience with legal billing processes, electronic billing systems, and receivables management while staying organized across competing deadlines. Responsibilities: • Prepare, review, and distribute client invoices in accordance with established billing guidelines and approved formats. • Manage submissions through electronic billing portals and resolve issues that may delay invoice acceptance or payment. • Monitor accounts receivable activity, research outstanding balances, and communicate with clients regarding overdue invoices and payment updates. • Support trust and matter-related billing activities by maintaining accuracy and compliance with firm and client requirements. • Generate Excel-based reports to track billing performance, aging trends, and other financial metrics for internal stakeholders. • Use billing and financial systems such as Aderant and Costpoint to process transactions and maintain accurate records. • Coordinate with internal teams to address billing discrepancies, client questions, and documentation needs in a timely manner.
2026-10-13T00:00:00Z

Cost Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Cost Accounting Manager to strengthen financial planning, cost governance, and operational analysis for a growing manufacturing organization in Dallas, Texas. This role is suited for a hands-on finance leader who can create consistent cost accounting practices, improve reporting quality, and provide decision support to senior leadership across multiple international sites. The position offers the opportunity to build scalable processes, translate complex data into practical insight, and support disciplined growth in a fast-evolving environment. Responsibilities: • Develop and standardize cost accounting frameworks, controls, and reporting methods across multiple manufacturing locations to support consistency and accuracy. • Manage the structure of material, labor, and overhead costing, evaluate variances, and identify drivers affecting margins and operating performance. • Oversee fixed asset accounting activities, including capital project tracking, asset capitalization, and related financial controls. • Direct inventory accountability programs by coordinating annual counts, supporting ongoing cycle count routines, and improving inventory accuracy. • Lead budgeting, forecasting, and long-range planning efforts while delivering timely financial outlooks that support leadership decision-making. • Prepare recurring executive reporting on revenue, profitability, cash flow, and operating trends, highlighting risks, opportunities, and performance gaps. • Build analytical models, reporting templates, and data-driven tools using advanced Excel and business intelligence capabilities to improve visibility and repeatability. • Serve as a finance lead for system and reporting enhancements, ensuring data integrity, reliable cost rollups, and alignment between operational workflows and financial requirements. • Partner with global stakeholders to communicate financial expectations, provide guidance on accounting practices, and support team capability development across diverse locations.
2026-10-07T00:00:00Z

Operations Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Operations Analyst to join our team in Dallas, Texas. The ideal candidate will bring strong analytical skills and a deep understanding of financial principles to support critical business operations. This role offers an excellent opportunity to contribute to a dynamic investment management environment while advancing your career. Responsibilities: • Conduct detailed financial analyses, including variance analysis and ad hoc reporting, to support decision-making processes. • Develop and maintain financial models to forecast and analyze business performance. • Utilize data mining techniques to extract and interpret complex data sets for actionable insights. • Collaborate with cross-functional teams to ensure accurate reporting and alignment with organizational goals. • Prepare comprehensive reports and presentations to communicate findings to stakeholders. • Monitor operational metrics and identify areas for improvement to enhance efficiency. • Assist in the evaluation of financial strategies and recommend solutions for optimizing processes. • Support audits and compliance initiatives by providing accurate and timely financial data. • Ensure adherence to industry standards and best practices within investment management operations.
2026-09-30T00:00:00Z

Accounting Analyst - HYBRID

Fort Worth, TX
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for an Accounting Analyst to support accounts payable operations for a financial services organization in Fort Worth, Texas. This position focuses on accurate invoice handling, thoughtful expense distribution, and dependable vendor payment activity. The ideal candidate brings strong attention to detail, sound accounting judgment, and the ability to keep high-volume processes organized and compliant. Accounting Analyst | Fort Worth, TX | HybridStep into a high-impact finance seat at a leading financial services firm. As Accounting Analyst you’ll own vendor onboarding, contract workflow, and legal invoice processing—work that sits at the heart of accounts payable.You’ll:• Track new and renewed contracts and keep data clean across teams • Code and process legal invoices with internal and external counsel • Support month-end close, legal expense accruals, and trend reporting • Help onboard vendors and tighten AP workflowsYou bring:• Bachelor’s degree • Strong AP background and sharp Excel/Office skills • Detail, organization, and the ability to juggle priorities with little hand-holding • Clear written and verbal communicationWhy apply: Hybrid schedule (Tue–Thu in office), competitive pay, generous retirement contributions, full health/welfare benefits, wellness perks, and a team that moves fast. Ready to own AP-critical work? Apply now. Joe.Faradie at roberthalf com - this is the best way to apply
2026-09-24T00:00:00Z

Analyst

Fort Worth, TX
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for an Analyst to join a Financial Services organization in Fort Worth, Texas, supporting investment oversight, reporting, and enterprise risk activities. This position contributes to daily portfolio analysis, evaluates market and instrument-level exposures, and delivers insights that inform trading and management decisions. The role also partners with finance and operations teams on reporting, reconciliations, audit support, and process improvement through technology and automation. Responsibilities: • Track daily profit and loss across investment strategies and highlight notable drivers of performance and exposure. • Evaluate prospective and existing trading positions by reviewing market conditions, portfolio impacts, and key risk considerations. • Perform quantitative reviews on factors such as pricing accuracy, funding costs, bond conversion features, and interest rate sensitivity. • Produce timely risk and performance reports for traders, portfolio managers, senior leadership, and board-level stakeholders. • Monitor operational, compliance, and tax-related risk indicators and escalate concerns when trends or exceptions emerge. • Reconcile general ledger activity and support the preparation of internal financial and risk reporting packages. • Assist with regulatory filings, tax reporting, risk assessments, and documentation required for audits and governance reviews. • Use analytical tools and automation techniques, including AI-enabled solutions, to streamline recurring tasks and improve reporting efficiency.
2026-09-18T00:00:00Z

17 results for Business Analysis Manager in Plano, TX