<p>We are looking for a Business Analytics/Data Analyst to join a long-term contract opportunity in Dallas, Texas within the energy and natural resources sector. This position will focus on preparing, organizing, and validating critical business data to support a major enterprise implementation. The ideal candidate will work across business and technical teams to improve data accuracy, ensure reliable conversion outcomes, and maintain strong documentation throughout the project lifecycle.</p><p>This is a 9-18 month contract assignment, offering a hybrid work schedule of 3 days a week in the office in Dallas, TX 75240, and 2 days a week working remotely.</p><p>This contract position will be assisting the client during an Oracle Fusion implementation.</p><p><br></p><p><strong><u>Data Analyst/Data Conversion Specialist (contract position):</u></strong></p><p>Responsibilities:</p><p>• Evaluate legacy data sources to identify structure, quality concerns, and migration needs for the target platform.</p><p>• Prepare data for conversion by performing cleansing, standardization, mapping, and transformation activities.</p><p>• Oversee data extraction, load coordination, and reconciliation efforts to confirm completeness and accuracy.</p><p>• Collaborate with stakeholders, IT teams, and external partners to investigate and resolve data-related issues.</p><p>• Assist with test cycles, trial conversions, and cutover readiness activities to support a smooth implementation.</p><p>• Create and maintain clear documentation for migration logic, business rules, controls, and validation procedures.</p><p>• Monitor data quality and integrity throughout the implementation to support compliance and dependable reporting.</p>
<p>We are looking for a detail-oriented Finance Manager who can combine analytical strength with strategic thinking to support key business decisions. This role offers broad exposure across the organization and will partner closely with finance leadership to turn priorities into clear plans, actionable insights, and measurable outcomes. The ideal candidate is comfortable working across teams, building strong executive-ready materials, and helping the organization stay aligned on performance, planning, and execution.</p><p><br></p><p>Responsibilities:</p><p>• Partner with the Head of FP&A to evaluate high-priority initiatives and convert strategic objectives into practical financial plans and decision-support models.</p><p>• Coordinate with leaders across departments to gather inputs, clarify priorities, and keep cross-functional projects moving forward on schedule.</p><p>• Prepare financial analyses that support budgeting, forecasting, variance review, and broader performance management activities.</p><p>• Establish and maintain reporting frameworks, KPIs, and operating metrics that help leadership monitor progress and identify risks or opportunities.</p><p>• Develop presentations and summary materials for senior executives, board discussions, and other high-level business reviews.</p><p>• Manage the planning cadence for the finance team by organizing deliverables, tracking deadlines, and ensuring follow-through on critical requests.</p><p>• Consolidate information from multiple data sources to uncover trends, explain business performance, and highlight areas requiring attention.</p><p>• Support process improvement efforts that increase efficiency, strengthen decision-making, and improve coordination between finance and business partners.</p>
We are looking for a Business Analyst to support portfolio optimization initiatives within a Financial Services environment in Plano, Texas. This role connects investment and operational needs with practical technology solutions that improve trading workflows, optimization capabilities, and system effectiveness. The position works closely with portfolio teams, technology partners, and business stakeholders to turn requirements into scalable outcomes that support performance and efficiency.<br><br>Responsibilities:<br>• Work with portfolio management, technology teams, and business partners to evaluate current trading and optimization workflows and identify opportunities to improve efficiency and accuracy.<br>• Convert business needs into clear functional requirements, detailed process flows, and supporting documentation for system enhancements and new capabilities.<br>• Participate in solution delivery by supporting analysis, test planning, user acceptance activities, validation, and rollout coordination.<br>• Review data outputs and application behavior to uncover issues, determine root causes, and recommend practical corrective actions.<br>• Partner with development teams to ensure delivered solutions align with business objectives, operational expectations, and investment-related standards.<br>• Contribute to the implementation of portfolio management and optimization tools that enable scalable and effective business processes.<br>• Produce workflow documentation, reporting definitions, and user-facing guidance materials to support adoption and consistent execution.<br>• Assist with automation efforts, continuous improvement work, and organizational change activities tied to business process enhancements.<br>• Coordinate across Strategic Initiatives, Client Services, and Operations to support infrastructure improvements and tailored business solutions.<br>• Monitor application performance for trading and optimization platforms, escalating and helping resolve issues as needed, including work within systems such as Axioma Direct and similar platforms.
<p>We are looking for a detail-oriented Business Analyst to support loan servicing insurance operations for a Long-term Contract position based in Dallas, Texas. This role centers on reviewing commercial loan insurance documentation, resolving coverage-related issues, and coordinating with borrowers, agents, and internal partners to maintain compliance with servicing standards. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage multiple priorities in a deadline-driven environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine insurance provisions within newly boarded loan files to confirm alignment with governing loan agreements and servicing expectations.</p><p>• Contact borrowers and related parties when coverage is nearing expiration or when submitted documentation does not satisfy required standards.</p><p>• Evaluate renewal records by comparing incoming insurance materials with internal tracking data and loan documentation for accuracy and completeness.</p><p>• Work with insurance brokers, prior servicers, and borrowers to secure updated certificates, endorsements, and policy evidence as needed.</p><p>• Process insurance-related disbursements promptly while maintaining accurate supporting records.</p><p>• Respond to questions involving coverage disputes, insurance obligations, premium activity, and cancellation notifications from borrowers and agents.</p><p>• Flag accounts with lapsed coverage and initiate next steps for force-placed insurance when required under servicing guidelines.</p><p>• Partner with servicing and asset management teams to address exceptions, resolve issues, and support ongoing portfolio administration.</p><p>• Keep leadership informed of workflow status, operational concerns, and items that may affect turnaround times or service quality.</p>
<p>We are looking for a detail-oriented Business Analyst to join our team in Dallas, Texas. In this role, you will bridge the gap between business needs and technical solutions by gathering requirements, analyzing data, and supporting system workflows. Your expertise in documentation and communication will be instrumental in ensuring project success across multiple teams.</p><p><br></p><p>Responsibilities:</p><p>• Gather, document, and organize business requirements to support project goals.</p><p>• Develop user stories, acceptance criteria, and use cases to guide system development.</p><p>• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.</p><p>• Perform data validation and reconciliations using tools such as Excel.</p><p>• Verify business rules against system data and assist in creating data dictionaries.</p><p>• Acquire knowledge of system workflows and document end-to-end processes.</p><p>• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.</p><p>• Draft detailed meeting notes, track open questions, and coordinate follow-ups.</p><p>• Assist in creating and executing test plans, logging defects, and validating fixes.</p><p>• Support go-live activities by ensuring system readiness and defect resolution.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a Business Analyst - Digital to help shape and improve web-based products and digital experiences in Dallas, Texas. In this role, you will partner with business leaders and technical teams to define needs, clarify priorities, and support the delivery of effective solutions. The ideal candidate brings strong analytical thinking, clear documentation skills, and experience working in digital, web, or platform-focused environments.<br><br>Responsibilities:<br>• Lead discovery efforts with stakeholders to capture business objectives, functional needs, and user expectations for digital initiatives.<br>• Create organized business requirements, process flows, and supporting documentation that guide development and delivery teams.<br>• Collaborate closely with engineers and product partners to convert business goals into practical system and platform solutions.<br>• Analyze current workflows to identify inefficiencies and recommend improvements that enhance performance and user experience.<br>• Support backlog refinement, requirement clarification, and solution validation within Agile Scrum delivery cycles.<br>• Conduct gap analysis to compare existing capabilities with future-state needs and help define actionable next steps.<br>• Review project deliverables and business outcomes to confirm solutions align with documented requirements and stakeholder expectations.
We are looking for a Financial Analyst to support and improve financial systems operations in Westlake, Texas. This role combines financial expertise with hands-on system administration, reporting, and cross-functional collaboration to help ensure accurate data, reliable processes, and strong internal controls. The ideal candidate will bring experience with Workday Financials, a solid understanding of accounting workflows, and the ability to translate business needs into effective system solutions.<br><br>Responsibilities:<br>• Administer Workday Financials as the primary owner of day-to-day configuration, system performance, and finance-related controls.<br>• Build, update, and monitor business processes, approval paths, and system settings to align with accounting and operational requirements.<br>• Maintain and support data integrations between Salesforce and Workday to promote accurate financial activity tied to billing, revenue, and customer transactions.<br>• Oversee user access, security roles, and permissions within Workday Financials to uphold governance standards and audit expectations.<br>• Collaborate with IT on system upgrades, testing activities, release validation, and change management initiatives affecting financial platforms.<br>• Create and refine reports, dashboards, and analytics that provide Finance, Accounting, FP&A, and leadership with timely operational insight.<br>• Assist with month-end, quarter-end, and year-end close activities by validating system outputs and reconciling financial data across ledgers and subledgers.<br>• Identify opportunities to streamline workflows, automate recurring tasks, resolve system issues, and maintain documentation, training materials, and audit records.<br>• Participate in internal and external audit support by providing subject matter expertise on system controls, financial workflows, and configuration changes.
<p>We are looking for a skilled Financial Analyst to join our team in Dallas, Texas. In this role, you will play a pivotal part in analyzing financial data, preparing reports, and contributing to the accuracy and integrity of our financial operations. Your expertise will help drive informed decision-making and enhance reporting efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.</p><p>• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.</p><p>• Conduct variance analysis to identify significant revenue, margin, and expense trends.</p><p>• Develop and refine standardized reporting templates to support efficient financial operations.</p><p>• Prepare comprehensive materials for internal meetings and external partner reviews.</p><p>• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.</p><p>• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.</p><p>• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.</p><p>• Adhere to file management, documentation, and version control standards to maintain data integrity.</p><p>• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a detail-oriented and motivated Financial Analyst to join our client in Dallas, Texas. In this role, you will be running the entire finance group for a non profit in the Dallas area, doing all forecasting, budgeting, modeling strategy,etc.</p><p><br></p><p><br></p><p>• Maintain financial reports, records, and general ledger accounts.</p><p>• Oversee and maintain employee corporate credit card expenses.</p><p>• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.</p><p>• Contribute to the development and review of annual operating budgets and performance projections.</p><p>• Perform monthly balance sheet reconciliations.</p><p>• Meet processing and reporting deadlines.</p><p>• Respond to information requests, review financial statements, and assist with audits.</p><p>• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and</p><p>• maintain property tax schedules.</p><p>• Maintain, verify and track remittance of sales taxes.</p><p>• Maintain relationships with banks, controlling log on access, reviewing cash usage.</p><p>• Validate transactions against IRS guidelines.</p><p>• Ensure compliance with GAAP.</p><p>• Attend and successfully completes all training required by Concord Church.</p><p>• Perform other duties as assigned.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
<p>We are looking for a detail-oriented Risk Analyst to join our team in North Dallas, Texas. This role is vital in ensuring compliance with insurance, bonding, and licensing requirements across various projects. The ideal candidate will excel in analyzing financial data and managing documentation to maintain regulatory standards.</p><p><br></p><p>Responsibilities:</p><p>• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.</p><p>• Assess subcontractor insurance and compliance documentation to verify adherence to standards.</p><p>• Manage commercial insurance compliance, including general liability and casualty coverage.</p><p>• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.</p><p>• Assist with bond requests and evaluate contract values to ensure proper coverage.</p><p>• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.</p><p>• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.</p><p>• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.</p>
We are looking for a detail-oriented Quality Assurance Analyst to help ensure the performance, usability, and reliability of digital products in Dallas, Texas. In this role, you will evaluate web-based applications, document issues clearly, and collaborate with technical teams to improve overall product quality. The position is well suited for someone who thrives in a fast-paced delivery environment and brings hands-on experience with testing processes across digital platforms.<br><br>Responsibilities:<br>• Execute manual and automated test activities for web applications and digital platforms to confirm features work as intended.<br>• Create, maintain, and update test cases, test scenarios, and supporting documentation aligned with product requirements and release goals.<br>• Detect, record, and track defects, then work closely with developers and stakeholders to support timely resolution.<br>• Validate fixes and perform regression testing during recurring enhancement and release cycles.<br>• Partner with Agile team members in planning, review, and testing discussions to promote quality throughout development.<br>• Assess application behavior, functionality, and user experience to identify risks that may affect system stability or performance.<br>• Use testing tools and support platforms, including Selenium and Zendesk, to manage test execution and issue reporting.
We are seeking a hands-on Senior Enterprise Architect in Artificial Intelligence (AI) to join our global Enterprise Architecture team. This role blends deep technical expertise with architectural design and practical implementation to drive AI-powered transformation initiatives.<br><br>As part of a forward-thinking global technology team, you’ll collaborate across business, data, and product functions to design and implement AI/ML solutions that enable digital products and services.<br><br>Key Responsibilities<br><br>Design and architect enterprise-scale AI/ML solutions across areas such as Machine Learning, Generative AI, Deep Learning, Virtual Assistants, and Cognitive Services (Vision/Image, Text/Language processing).<br>Develop and communicate AI roadmaps, future-state architectures, and design artifacts.<br>Rapidly prototype and build proof-of-concepts (PoCs) and MVPs for AI models and algorithms.<br>Evaluate and recommend AI/ML tools, platforms, and frameworks; conduct ROI analysis.<br>Experiment with and fine-tune LLMs, train custom models, and assess performance metrics.<br>Perform data exploration, cleansing, and feature engineering to prepare datasets for model training.<br>Guide and mentor engineering and data science teams through AI/ML solution design, deployment, and integration into enterprise workflows.<br>Continuously scan industry innovations and apply emerging AI/ML technologies to business problems.<br>What We’re Looking For<br><br>Strong technical and business acumen in creating technology-driven solutions.<br>Passion for experimenting with and adopting emerging AI/ML technologies.<br>Excellent communication and influencing skills; ability to present complex technical concepts to both technical and non-technical audiences.<br>Proven ability to balance timeliness, cost, and quality in solution design.<br>Experience leading digital transformation, target operating models, and performance improvement initiatives.<br>Qualifications<br><br>Bachelor’s degree in STEM or related field (MBA a plus).<br>5+ years in AI/ML solution architecture, prototyping, and experimentation.<br>5+ years working with AWS and/or Azure data, analytics, and AI services.<br>3+ years of experience with data science tools and frameworks.<br>Recent, hands-on experience with Generative AI, LLMs, and Agentic AI platforms.<br>Knowledge of cloud-native services (data storage, compute, networking, security).<br>Strong understanding of statistical methods, data preprocessing, and feature engineering.
<p>Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP&A for a newly created, high-impact leadership role.</p><p><br></p><p>This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions.</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 the FP&A function, including budgeting, forecasting, and long-range planning</p><p>• Partner with the CFO and executive team on strategic financial decisions</p><p>• Drive advanced financial modeling, scenario planning, and performance analytics</p><p>• Develop and enhance KPIs, executive reporting, and board-level financial presentations</p><p>• Support capital allocation, pricing strategy, and business case analysis</p><p>• Improve forecasting accuracy through systems, automation, and BI tools</p><p>• Lead and mentor a high-performing FP&A team</p><p><br></p><p>🔹 Ideal Background:</p><p>✔ 10+ years of progressive FP&A / strategic finance experience</p><p>✔ Current or recent industry experience within financial services, retail and or private equity</p><p>✔ Leadership experience within complex, high-growth environments</p><p>✔ Deep expertise in budgeting, forecasting, and financial modeling</p><p>✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)</p><p>✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred</p><p>✔ MBA and CPA, and or CFA is required</p><p><br></p><p>This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance.</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>We are looking for a detail-oriented Financial Technical Operations Analyst to join our team in Dallas, Texas. In this role, you will serve as a key financial partner, offering strategic insight and operational support to enhance business performance. You will collaborate across departments to ensure financial accuracy, streamline processes, and contribute to the effective management of resources.</p><p><br></p><p>Responsibilities:</p><p>• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.</p><p>• Offer strategic financial guidance to leadership while supporting decision-making processes.</p><p>• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.</p><p>• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.</p><p>• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.</p><p>• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.</p><p>• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.</p><p>• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.</p><p>• Work closely with external auditors to provide necessary documentation during audits.</p><p>• Prepare and distribute monthly profit and loss statements to executive and local management.</p>