54 results for Financial Analyst Entry Level in Plano Tx
Financial Analyst<p>We are seeking a Financial Analyst who can support world class strategic and financial planning methods, build long-range operating plans to support business imperatives, develop rolling forecast processes to ensure resources each and every quarter are consumed at maximum effectiveness. You will also help with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. In this role, you will be directly involved in the coordination of the various planning cycles (annual planning, quarterly forecasts and monthly outlooks), and be the finance point person working a cross-functional team (Sales leadership, Business Operations, and Sales Operations) while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments.</p><p>· Seeking a highly flexible individual comfortable with large amounts of information, and adept at managing expectations </p><p>· Supporting weekly, quarterly and annual Area/Segment level Bookings and P& L forecasting </p><p>· Analyzing performance to date and assessing potential risks and opportunities </p><p>· Understanding and explaining internal and external drivers impacting performance and trending </p><p>· Learning and applying econometric and statistical methods to forecasting </p><p>· Enabling effective Business Intelligence (BI) to provide forward-looking insight and decision support </p><p>· Provide analytical support during New Year readiness/Year End planning cycle </p><p>· Drive the strategy and business planning process</p><p>· Become embedded within the Marketing and Customer Success organizations. Establish trust and quickly understand the key drivers of the business, economic trends and core metrics</p><p>· Work with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization</p><p>· Work closely with cross-functional partners in Accounting, Recruiting, People and Operations to execute against plans</p><p>· Track monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources in the best way possible</p><p>· Drive monthly reporting to business partners on financial results and actions required</p><p>· Work with Accounting on the monthly and quarterly financial close process</p>Sr. Financial AnalystWe are offering an exciting opportunity for a Sr. Financial Analyst in the retail industry, based in Lewisville, Texas. As a Sr. Financial Analyst, your role will revolve around the development and maintenance of data-driven reports using tools such as PowerBI, SQL, and Excel to support decision-making. You will work closely with various teams including Operations, Strategic Accounts, and Finance.<br><br>Responsibilities:<br>• Develop and maintain data-driven reports using PowerBI, SQL, and Excel, among other tools, to support informed decision-making<br>• Collaborate with teams across different functions such as Commercial Strategic Accounts, Marketing, Information Technology, and Operations to support new opportunities and assess pricing strategies, cost determination, and other financial metrics<br>• Prepare and present accurate financial reports, highlighting variances, risks, and opportunities, ensuring all reports generated by the Commercial Finance Team are updated, accurate, and automated<br>• Support strategic projects by developing and maintaining reports and dashboards to help drive awareness and actions<br>• Mentor and train entry level team members and contribute to the overall team leadership<br>• Use your financial acumen to provide insights and actions through reports and dashboards<br>• Utilize your skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, Capital Management, Power BI, Microsoft Power BI, SQL Reporting, Data Visualization, Create Dashboards, and Dashboard Metrics.Senior Financial Analyst<p>Management Resources is seeking an FP& A Analyst to be a part of our team located in Arlington, Texas. This is 100% onsite. This role provides an excellent opportunity for those who have a flair for accounting functions, budget processes, and financial modeling. The industry we operate in is heavily reliant on data validation and efficient use of ERP - Enterprise Resource Planning. This position offers a long-term contract employment opportunity.</p><p><br></p><p><strong>Responsibilities for the FP& A Analyst - 3 month contract onsite</strong></p><ul><li>Drive annual budgeting and quarterly forecasting processes and timelines.</li><li>Prepare comprehensive financial reports and presentations highlighting key metrics and trends to present to senior and corporate leadership.</li><li>Perform variance analysis of actual vs projected results and provide actionable insights to optimize divisional performance.</li><li>Monitor divisional KPIs and financial performance indicators to ensure alignment with corporate objectives.</li></ul><p><br></p>Lead Financial AnalystWe are offering an exciting opportunity for a Financial Analyst/Manager in Dallas, Texas. The role entails working in the telecom industry, focusing on financial reporting, projections, and variance analysis. The successful candidate will work collaboratively with various teams, lead the maintenance of recurring reports, and enhance management reporting.<br><br>Responsibilities:<br><br>• Collaborate with midstream operations, supply & trading, and the FP& A team to generate financial reports that align with the company's objectives<br><br>• Lead the upkeep of monthly recurring reports that support the analysis of segment results<br><br>• Offer variance analysis of actual to forecast operating results during the monthly close process<br><br>• Lead the preparation of monthly and long-term forecasts<br><br>• Identify key performance drivers and opportunities for growth<br><br>• Improve management reporting on existing and newly acquired businesses to track performance<br><br>• Utilize accounting software systems and ERP solutions to enhance efficiency<br><br>• Handle accounting functions and accounts payable (AP) <br><br>• Conduct auditing and uphold budget processes<br><br>• Provide excellent customer service by resolving customer credit inquiries and monitoring credit accounts.Financial AnalystWe are in search of a Financial Analyst to join our team in the Aerospace industry, based in Irving, Texas. The role involves the careful handling of customer credit applications, preservation of precise customer credit records, and the resolution of customer queries. Furthermore, this role entails the careful monitoring of customer accounts and appropriate action-taking.<br><br>Responsibilities:<br>• Efficiently processing customer credit applications with great accuracy<br>• Continual maintenance of precise customer credit records<br>• Handling customer inquiries and providing timely resolutions<br>• Monitoring customer accounts and taking necessary actions<br>• Employing accounting software systems and ADP - Financial Services for varied tasks<br>• Utilizing CRM and Crystal Reports in daily operations<br>• Applying data mining techniques for effective decision making<br>• Ensuring adherence to accounting functions and accrual accounting principles<br>• Assisting in auditing and budget processes<br>• Participating in capital management activities.Treasury Analyst<p>We are offering a long-term contract employment opportunity for a Treasury Analyst in Richardson, TX. This role primarily revolves around the real estate industry and requires proficiency in handling financial transactions and maintaining accurate records. This hybrid role allows flexibility with in-office presence required 2 days per week.</p><p><br></p><p>Responsibilities:</p><p>• Ensure efficient and accurate processing of customer credit applications.</p><p>• Carry out forecasting updates regularly.</p><p>• Make informed decisions regarding investment and borrowing proposals.</p><p>• Maintain and update the system by reviewing and reclassifying transactions.</p><p>• Ensure all updates are effectively implemented by running cash position checks in the afternoon.</p><p>• Handle cash funding needs and back-up for corporate projects.</p><p>• Collaborate effectively with the global team during weekly meetings.</p><p>• Exhibit strong analytical skills in conducting basic financial analysis.</p><p>• Display effective communication skills in responding to complex inquiries or complaints from clients, co-workers, and management.</p><p>• Demonstrate knowledge of cash management principles, bank products, and services.</p><p>• Exhibit proficiency in Microsoft Office Suites, especially Excel, and demonstrate an ability to quickly learn new system</p>Sr. Financial Analyst<p>We are offering an exciting opportunity for a Sr. Financial Analyst in the manufacturing industry, located in Lewisville, Texas, 75067, United States. As a Sr. Financial Analyst, you will play a pivotal role in driving the company's growth by developing financial strategies, conducting detailed financial analyses, and collaborating with various departments. </p><p><br></p><p>Responsibilities: </p><p>• Collaborate with operations to devise growth strategies, plans, and perform historical financial performance assessments.</p><p>• Conduct comprehensive analyses and develop financial models to bolster strategic initiatives.</p><p>• Manage the monthly reporting of new center budgets and its influence on the company's fiscal year plan.</p><p>• Offer insightful guidance to the corporate development team through ROI analysis.</p><p>• Develop five-year projections for acquisition, greenfield, and brownfield growth opportunities.</p><p>• Support real estate, facilities, and integrations with decision-making related to capital expenditure projects, lease renewals, and their respective impact on ROI.</p><p>• Handle other duties and perform ad-hoc analyses as needed.</p><p>• Collaborate effectively with all departments and management levels within the company.</p>Sr. Financial Analyst<p>We are seeking a Sr. Financial Analyst to join our client's team in North Fort Worth, Texas. In this role, you will play a key role in financial planning and analysis, providing strategic insights to help guide decision-making. You will collaborate with various departments, analyze financial data, and prepare reports that will help shape the future of our client's operations. For immediate consideration, please email your resume to Carol Nichols, SVP Robert Half Finance & Accounting, to [email protected]. </p><p><br></p><p>Responsibilities</p><p>• Collaborate with various departments to support strategic financial planning and decision making.</p><p>• Analyze financial data and prepare reports to provide insights to senior management.</p><p>• Provide financial planning and analysis support for multiple projects.</p><p>• Conduct budgeting, forecasting, and long-range financial planning.</p><p>• Support monthly, quarterly, and annual close processes, providing explanations for results.</p><p>• Prepare monthly analysis on key financial statement accounts, including income statements and balance sheets.</p><p>• Conduct cash flow forecasting and analysis, presenting results to key stakeholders.</p><p>• Review and analyze profit and loss statements to ensure accuracy and compliance with GAAP and company standards.</p><p>• Verify the accuracy of monthly revenue and expenses.</p><p>• Lead financial projects including cost analysis, return on investment analysis, and client/customer growth analysis.</p><p>• Serve as a business partner across functions, providing guidance and partnering on projects.</p><p>• Create, build, and manipulate dashboards using large sets of data.</p><p>• Prepare and present financial results to various stakeholders and executive leadership.</p>Sr. Financial Analyst<p>We are offering an exciting opportunity for a Sr. Financial Analyst in Irving, Texas. The selected candidate will be working closely with various teams such as Finance, Operations, Marketing, and Sales to analyze and provide insights for current business needs and future strategies. This role involves the analysis and interpretation of financial and operational data, developing forecasting tools, and providing data-driven recommendations to management.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Analyze historical and current financial data to help in establishing standard pricing models.</p><p>• Use industry-specific research and available data to predict and monitor market trends.</p><p>• Collaborate with managers to develop and consolidate the organizational budget.</p><p>• Support budget recommendations with data and evidence-based analyses.</p><p>• Automate financial data analysis by developing forecasting tools.</p><p>• Identify gaps in processes to improve profit margins.</p><p>• Guide cost analysis processes, providing trends and forecasts, and recommending actions.</p><p>• Develop predictive financial models, including scenario analyses, to support organizational decision making.</p><p>• Enhance financial status by analyzing results, monitoring variances, identifying trends, and recommending actions to management.</p><p>• Draft timely written reports to help management teams make strategic decisions to meet business goals.</p><p>• Monitor current financial data to alert stakeholders in case of deviation.</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>Transaction Success Analyst1. Communicate with clients to gather the appropriate financial information <br>2. Analyze financial data for trends and anomalies <br>3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions <br>4. Work with our team to make financial recommendation or opinions based on financial analysis performed <br>5. Assess the economic performance of the client’s practice <br>6. Respond to client inquires & questions in a detail oriented and timely manner <br>7. Provide information for clients to lenders to facilitate lending processTax ManagerWe are offering an exciting opportunity for a Tax Manager - Public in Rockwall, Texas. This role involves overseeing tax compliance and bookkeeping, client management, team leadership and collaboration, along with research and analysis. The position also requires continuous improvement efforts within the tax department, contributing to the growth and success of the firm.<br><br>Responsibilities:<br><br>• Prepare and review tax returns for individuals, corporations, partnerships, and other entities, utilizing tax compliance software such as Thomson Reuters GoSystem.<br>• Maintain and review complex financial records for clients using accounting software like QuickBooks.<br>• Ensure compliance with federal, state, and local tax laws and regulations, and communicate any changes in tax laws to clients and team members.<br>• Serve as a trusted advisor to clients, providing proactive advisory services, and addressing client inquiries and concerns regarding tax matters in a timely and detail oriented manner.<br>• Mentor and train entry level staff members on tax principles, procedures, and best practices, while also participating in firm-wide initiatives and contributing to the development of tax strategies and policies.<br>• Conduct in-depth tax research and analysis on complex issues and transactions, providing recommendations based on findings to support decision-making processes.<br>• Identify opportunities for process improvements and efficiencies within the tax department and implement best practices and quality control measures to ensure accuracy and consistency.<br>• Utilize skills in Income Tax Accounting, International Tax Compliance, Income Tax Compliance, and Thomson Reuters ONESOURCE to add value to client relationships and expand services.Tax Manager - PublicWe are on the hunt for a meticulous Tax Manager to join our team in the detail oriented Services industry located in Southlake, Texas. As a Tax Manager, your role will be pivotal in handling complex tax returns, partnership tax returns, and corporate tax returns. You will be expected to apply your skills and expertise to ensure tax compliance and accuracy, contributing significantly to our team's success. <br> Responsibilities: <br> • Lead and manage the preparation and review of complex tax returns • Supervise the preparation of partnership tax returns and ensure their accuracy • Oversee the process of corporate tax return preparation and validate its correctness • Conduct tax research and planning to optimize tax strategies • Collaborate with other team members to improve tax procedures and policies • Identify and mitigate tax risks • Coordinate and manage audit processes • Stay updated with industry trends and changes in tax laws • Provide support and guidance to entry level staff members in the team • Maintain relationships with clients and provide exceptional customer service. <br> Resume via LinkedIn - Hemant DahyaSenior Tax Manager - PublicWe are offering an exciting opportunity for a Tax Manager to join our team at our CPA Firm. Based in Irving, Texas, this role involves leading a team of tax professionals and managing the preparation and review of complex tax returns. The Tax Manager will also develop and implement tax planning strategies, conduct research on tax issues, and provide guidance to clients.<br><br>Responsibilities:<br><br>• Lead and manage a team of tax professionals engaged in preparing and reviewing complex tax returns for individuals, partnerships, corporations, and trusts.<br>• Develop and implement tax planning strategies to optimize clients' tax positions.<br>• Conduct thorough research and analysis of tax issues, staying abreast of changes in tax laws and regulations.<br>• Provide expert guidance to clients on the tax implications of business decisions and transactions.<br>• Build and maintain strong client relationships through exceptional service and proactive communication.<br>• Supervise and mentor entry level staff, providing opportunities for training and detail oriented development.<br>• Utilize accounting software systems for efficient tax management.<br>• Ensure compliance with tax laws and regulations.<br>• Handle auditing and accounting functions.<br>• Manage entity formation and income tax accounting.CFO - Chief Financial Officer<p>We are offering a contract-to-hire employment opportunity for a Chief Financial Officer (CFO) in Dallas, Texas. In this role, you will provide strategic financial guidance and work on improving the operational efficiencies of our accounting systems. You will be a key part of our team, guiding financial strategies, ensuring fiscal responsibility, and driving initiatives for growth in the healthcare industry. This is a contract-to-hire position. 100% ONSITE: 5 days a week in office in Dallas, Texas 75231.</p><p><br></p><p><strong><u>Contract-to-hire CFO:</u></strong></p><p>Responsibilities:</p><p>• Develop and execute financial strategies that support our growth and long-term objectives.</p><p>• Provide insightful financial recommendations to the executive team.</p><p>• Oversee financial planning, budgeting, and forecasting processes to ensure our financial health.</p><p>• Assess current accounting systems and lead the evaluation and implementation of improvements.</p><p>• Guarantee the accuracy and integrity of our financial reporting, including revenue cycle management.</p><p>• Enhance efficiency in financial operations through process improvements.</p><p>• Ensure compliance with healthcare financial regulations and industry best practices.</p><p>• Oversee the management of internal controls, audits, and risk management strategies.</p><p>• Develop policies that maintain financial transparency and accountability.</p><p>• Collaborate with operational leadership to improve financial workflows and reporting.</p><p>• Support revenue cycle management to optimize billing, collections, and reimbursement processes.</p><p>• Provide data-driven insights to support operational decision-making.</p><p>Top 3 Priorities:</p><ol><li>System Evaluation & Implementation – Assess and upgrade accounting systems.</li><li>Healthcare Knowledge – Understanding of revenue cycle and operational processes.</li><li>Independent Leadership – Ability to work autonomously and drive improvements</li></ol>Director of AccountingWe are in search of a Director of Accounting for our team in Dallas, Texas, 75201, United States. The Director of Accounting will be instrumental in supporting the Reporting and Revenue organization, ensuring compliance with accounting standards, and spearheading transformative projects and process enhancements. <br><br>Responsibilities <br><br>• Oversee and manage a team, fostering a collaborative and efficient work environment<br>• Take charge of Financial Reporting and Revenue accounting <br>• Prepare and present Financial Statements to high-level executives<br>• Collaborate with finance and business operations teams to streamline and improve accounting processes<br>• Establish and enforce internal controls and standards<br>• Enhance system integrations and process automation for better efficiency<br>• Ensure revenue recognition is timely and accurate, in line with ASC 606 standards<br>• Contribute to RFP processes<br>• Maintain confidentiality and safeguard the organization’s value by keeping information secure<br><br>Skills<br><br>• Proficiency in Auditing, ASC 606, Financial Reporting, and Public Accounting Audit <br>• CPA certification preferred <br>• Strong Microsoft Excel skills, including knowledge of advanced formulas and functions<br>• Excellent verbal and written communication skills<br>• Ability to interact productively with multiple stakeholders including clients, employees, and partners<br>• Detail-oriented, organized, and a self-starter able to work in a fast-paced environmentSenior Investor Relations AnalystWe are offering an exciting opportunity for a Senior Investor Relations Analyst to join our team in Dallas, Texas. This role is within the Energy/Natural Resources industry and will require a deep understanding of key business drivers and metrics. The role will be integral in supporting investor relations and ensuring the accuracy and efficiency of financial data.<br><br>Responsibilities:<br>• Respond to inquiries from investors and analysts, providing comprehensive and accurate information.<br>• Develop and maintain a firm understanding of key business drivers and metrics relevant to the Energy/Natural Resources industry.<br>• Assist in the organization and preparation of senior leaders for investor engagement activities.<br>• Gather and analyze financial data for quarterly earnings releases, analyst conference presentations, fact sheets, and press releases.<br>• Work collaboratively with other departments to achieve the objectives of the Investor Relations department.<br>• Coordinate meetings with the investment community, including logistics for investor meetings, conferences, and earnings calls.<br>• Maintain and update investor contact databases, tracking all investor interactions.<br>• Monitor and update the Investor Relations section of the company’s website to ensure accuracy of information.<br>• Prepare reports on investor relations activities, share ownership, and valuation for inclusion in the quarterly Board Book.<br>• Assist the treasury department as needed, demonstrating an understanding of the capital markets and the roles of the buy-side and sell-side analysts.<br>• Maintain and analyze sell-side estimates and consensus models.<br>• Monitor peer group companies’ presentations, financial reporting, disclosures, and websites to support the department.Trust Administrator<p>We are seeking an Estate Planning & Trust Administrator to join client's team located in Dallas, Texas. The Trust Administrator will play a crucial role in managing investments, preparing materials for board/committee meetings, and ensuring all trust and estate matters are effectively handled. This role provides a great opportunity for those looking to further their career in a challenging yet rewarding field. A background working in trusts and estate planning is required and this position is working 5 days in office and the role includes some amazing benefits! </p><p><br></p><p>Responsibilities:</p><p>• Manage trust investments, ensuring they align with the financial goals and strategies.</p><p>• Prepare board/committee meeting materials, minutes, and reports to ensure transparency and effective communication within the team.</p><p>• Assist in the development and formation of trusts in collaboration with outside counsel, making decisions on situs, trustee, beneficiaries, funding, and other relevant terms.</p><p>• Administer life insurance programs, including the settlement of existing policies and underwriting as policies are acquired or terminated.</p><p>• Assist in the structuring and administration of marital property agreements to ensure fair and legal distribution of assets.</p><p>• Interface with outside counsel on planning, execution, and implementation of trusts and estate plans.</p><p>• Conduct trust reporting to beneficiaries, maintaining accurate records and ensuring beneficiaries are kept informed.</p><p>• Stay updated with state and federal laws and strategies relevant to trusts, estate planning, marital planning, and exempt organizations.</p><p><br></p>Financial Reporting Manager<p>The Manager of Financial Reporting works collaboratively with accounting and operational teams to support the financial reporting and audit processes for audited financial statements. The Manager is primarily responsible for completing and overseeing the Company’s consolidation reporting process, producing internal and external financial reporting packages, including supporting schedules and quarterly financial statement footnotes, and also applies critical analysis of changes in account balances; assists in project implementations; leads the coordination of the year-end audit, banking and compliance audit, and manages the Company’s compliance initiatives.</p><p><br></p><p><strong>Key Responsibilities </strong></p><p><br></p><p>•Research, review and maintain monthly Balance sheet and Income Statement variance analysis.</p><p>•Responsible for the creation of the month-end financial statement creation to US GAAP standards – Balance sheet, Income statement, Statement of Cash Flows and Statement of Members’ Equity.</p><p>•Publishing financials and footnotes using the general ledger and reporting tools (Oracle, Smartview, Workiva).</p><p>•Owns the preparation of the monthly fair value model and inputs.</p><p>•Supports process owners with the design and documentation of schedules and templates supporting collection and reporting on disclosures.</p><p>•Responsible for accurate supporting documentation for internal and external parties.</p><p>•Owns researching, interpreting, and implementing the appropriate disclosures for changes in business activities and authoritative guidance (GAAP and SEC Reporting Rules).</p><p>•Prepare the Company's financials reports, including preparation of financial statements, footnotes, auditable support and analysis including the calculation and reconciliation of non-GAAP performance measures and earnings per share.</p><p>•Review, prepare and file statutory reporting, as assigned.</p><p>•Other job duties, tasks, projects as assigned.</p><p><br></p><p>Audits</p><p>•Perform special projects and ad-hoc financial reporting as required.</p><p>•Liaise with external auditors - support consolidated financial audits and statutory audits, including preparation and coordination of PBC items.</p><p>•Audit Support: Prepare, review and submit accurate supporting documentation for internal and external auditors including coordinating with external and internal partners to provide appropriate support for items financial reporting team is unable to create themselves.</p><p><br></p><p>Controls</p><p>•Assist in maintaining accounting policies, best practices and procedures.</p><p>•Research and interpret new control standards as issued by the AICPA, SEC, PCAOB or other regulatory bodies; and facilitating initiatives so that our internal control structure is modified as appropriate.</p><p>•Financial Systems – Manages accounting organization-specific applications and understands how to perform complex calculations/tasks; works with IT and/or vendors to test updates, patches, issues, implementations.</p>Accounting Manager- Special Projects<p>We are in the process of recruiting an Accounting Manager - Special Projects for our operations based out of Fort Worth, Texas, 76102, United States. This role primarily revolves around leading special projects, which includes introducing new general ledger systems, implementing novel accounting procedures, analyzing data, and enhancing system operations. The ideal candidate should possess a strong understanding of accounting & financial systems, data analysis skills, and project management expertise.</p><p><br></p><p>Responsibilities:</p><p>• Lead the implementation of new general ledger systems</p><p>• Develop and put into action new accounting processes and procedures to enhance efficiency and guarantee compliance with financial regulations</p><p>• Carry out analysis of financial data to recognize trends, anomalies, or areas that need improvement</p><p>• Collaborate with Accounting, IT, and Finance teams to ensure seamless interaction between financial and other business systems</p><p>• Manage cross-functional teams to deliver special projects related to financial systems and procedures within the stipulated time and budget</p><p>• Take initiative in identifying and addressing issues and challenges related to financial systems</p><p>• Regularly present updates, results, and insights related to projects to the management team</p><p>• Ensure effective use of Accounting Software Systems for smooth operations</p><p>• Implement process improvements and adjustments in line with the company's policies and procedures</p><p>• Demonstrate proven project management skills in overseeing process improvement projects.</p>Accounting Manager/SupervisorWe are in the detail-oriented services industry, based in Dallas, Texas, and we're looking for an Accounting Manager/Supervisor to join our team. In this role, you will engage in a variety of tasks including managing client accounts, handling bookkeeping, payroll and tax services, and preparing financial statements. <br><br>Responsibilities<br>• Oversee various client accounts assigned to you.<br>• Handle bookkeeping tasks, ensuring all business transactions are recorded accurately.<br>• Manage payroll and tax services for clients.<br>• Prepare financial statements and perform various other accounting and consulting services.<br>• Demonstrate a strong knowledge of tax accounting principles.<br>• Ensure standard accounting processes are followed for recording business transactions into the general ledger.<br>• Perform account reconciliations and work paper preparation.<br>• Prepare and post journal entries as required by the level of engagement.<br>• Adapt your work as required by different levels of engagement.<br>• Analyze financial statements prepared by clients and identify any issues that need to be corrected.Accounts Receivable Manager<p><strong>Job Title: Accounts Receivable Manager</strong></p><p><strong>Location: Plano, TX (75244)</strong></p><p><strong>Job Type: Direct Hire</strong></p><p><strong>Schedule: Hybrid (1 day remote)</strong></p><p><strong>Job Summary:</strong></p><p>Our Plano-based client is seeking a skilled and experienced <strong>Accounts Receivable Manager</strong> to oversee the full cycle of Accounts Receivable functions, including Cash Application, Collections, and Accounts Receivables. This position is ideal for someone with a strong accounting background and hands-on experience with <strong>E-Commerce</strong> and <strong>Big Box Retailers</strong>. Global experience is highly preferred. The Accounts Receivable Manager will lead a small team and collaborate closely with Finance, Accounting, Order Operations, and Sales teams. The ideal candidate will have significant expertise in <strong>Deductions/Short Pays</strong> and familiarity with portal systems.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee and manage the full cycle of Accounts Receivable functions, including Cash Application, Collections, and overall AR processes.</li><li>Lead and mentor a small team to ensure efficient AR operations, fostering collaboration across departments.</li><li>Work directly with Finance, Accounting, Order Operations, and Sales teams to streamline processes and resolve issues related to customer accounts.</li><li>Demonstrate expertise in <strong>Deductions/Short Pays</strong>, ensuring timely resolution and accurate adjustments.</li><li>Manage and optimize the use of portals for AR processing and inquiries.</li><li>Perform monthly, quarterly, and year-end financial close activities, including account reconciliations, accruals, and other related tasks.</li><li>Monitor and manage the AR aging report, identifying trends and making recommendations to reduce outstanding balances.</li><li>Prepare regular AR reports for leadership, highlighting key performance metrics and account statuses.</li><li>Maintain accurate records and ensure compliance with company policies and industry standards.</li></ul><p><br></p><p><strong>Benefits:</strong></p><ul><li>Competitive salary</li><li>Full scope of benefits (health, dental, vision, etc.)</li><li>Bonus eligibility</li><li>Hybrid work schedule (1 day remote per week)</li></ul><p><br></p><p>THE BEST WAY TO APPLY - Send Joe.Faradie at roberthalf com an updated resume and connect with him on linkedin. This is the BEST way to apply</p><p><br></p>Revenue Cycle Director<p>The Revenue Cycle Director is responsible for overseeing revenue cycle management including coding, billing, collections, and denial management, and is primarily responsible for Cash Flow. The position is responsible for ensuring claims, denials, and appeals are efficiently processed, and resolving billing-related issues. The Revenue Cycle Manager will minimize bad debt, improve cash flow, and effectively manage accounts receivables. This role will also manage Provider credentialing. This position is to stay apprised of coding and revenue trends; and is responsible for coding education to clinical and coding/billing staff. In addition, this position will manage all Revenue Cycle Management staff including billers and coders. </p><p> </p><p><strong>Essential Functions</strong>: </p><p>1. Oversee and manage entire revenue cycle including billing, coding, collections, and denial management</p><p>2. Communicate professionally with various payers</p><p>3. Manage, develop, and mentor all revenue department staff, including billers and coders and RCM/Admissions Supervisor</p><p>4. Responsible for management and maintenance of billing and practice management software platform</p><p>5. Provide up to date education for clinical, billing, and coding staff on coding trends</p><p>6. Develops, evaluates, implements, and revises policies and procedures related to billing, coding, reimbursement activities and improvement strategies</p><p>7. Reconcile all receivables and revenue reports and work closely with the finance department in the development of the monthly financial statements</p><p>8. Manage and update the charge master based on the current CMS fee schedule and negotiated contracts</p><p>9. Conduct monthly analysis of Medicare/Medicaid/Third Party Payers</p><p>10. Oversees the processing of credentialing and provider enrollment applications, initial, and re-enrollment status with all Medicaid, Medicare, and Commercial Payors</p><p>11. Responsible for the generation and management of revenue, admissions, and credentialing metric reports</p><p>12. Review and resolve issues related to claim generation and rejected/denied billings</p><p>13. Commit to highest level of business and patient confidentiality possible adhering to all HIPAA and security guidelines when accessing and sharing patient information</p><p>14. Keeps abreast of all reimbursement billing procedures of third party and private insurance payers and government regulations</p><p>15. Maintains appropriate internal controls over accounts receivable, RCM process</p><p>16. Monitors accounts sent for collection and reimbursements from insurance companies and other third-party payers</p><p>17. Reviews, monitors, and evaluates third party reimbursement and research variances</p><p>18. Participates in the development of coding and billing strategies, evaluating process relative to revenue cycle, and making recommendations while ensuring compliance with any relevant rules or regulations (including HIPAA, Medicaid, Medicare, and specific 3rd Party Payors)</p><p>19. All other duties as assigned</p>Manager of SEC Reporting<p>We're looking for an individual to fill the role of SEC Reporting Manager in Fort Worth, Texas for our client in the transportation sector. This is one of the most desirable employers in Texas with amazing benefits and a beautiful campus. This pivotal role centers on managing the regulatory filing process and ensuring precise financial reporting that underpins transportation operations. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, at [email protected]. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the process of quarterly and annual submissions to the Securities and Exchange Commission (SEC) and other regulatory bodies</p><p>• Conduct in-depth research on SEC and accounting related subjects</p><p>• Supervise the implementation of taxonomy updates for SEC submissions</p><p>• Aid in the transmission of quarterly communications and deliverables to the parent company</p><p>• Collaborate directly with CFO and Controller on the review of submissions and lead quarterly and ad hoc meetings with senior leadership</p><p>• Oversee various audits and reviews performed by external auditors</p><p>• Assist in the preparation and review of various financial reporting requests and special projects</p><p>• Ensure the maintenance of an organized and efficient office environment.</p>Tax Manager<p>A well-respected Robert Half client is seeking a Tax Manager to join the company. The ideal Tax Manager will have proficiency in Excel and tax software and technology, as well as expertise in various types of tax returns and financial statements. If you are an experienced Tax Manager looking for a challenging role at an established company, this may be the role for you.</p><p><br></p><p>What you get to do every single day</p><p><br></p><p>- Assist with compliance with financial and tax reporting policies and procedures</p><p>- Take part in reviewing all financial statements for quality control</p><p>- Assist in planning and compliance regarding tax matters, such as waivers and tax returns</p><p>- Assemble and manage oversight of tax audits and tax correspondence and facilitation- Review and supervise the preparation of quarterly tax projections, and communicate required estimated tax payments</p><p>- Prepare and reviewing complex income tax returns</p><p>- Review and distribute W-2s and 1099s</p><p>- Review and provide oversight for quarterly and annual payroll tax returns</p><p>- Provide accounting managers and staff accountants with tax best business practices</p>Accounting Manager/Supervisor<p>We are offering an exciting opportunity in the real estate private equity fund accounting sector in Dallas, Texas. The role centers around the position of Accounting Manager/Supervisor, where you will be tasked with various responsibilities to ensure the smooth operation of our accounting department.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Overseeing the efficient processing and accurate recording of customer credit applications.</p><p>• Managing and supervising the activities of the staff accountant to ensure the team's efficiency.</p><p>• Participating in the semi-annual fair market review process of our firm.</p><p>• Coordinating with asset management and third-party property managers to streamline the monthly property level financial reporting process.</p><p>• Taking ownership of the quarterly and annual financial close and reporting process, ensuring all department deadlines are met.</p><p>• Forecasting and managing the cash needs and yields of underlying real estate assets, including overseeing capital call and distribution processes.</p><p>• Serving as the primary contact during the annual audit and tax preparation processes, working closely with external accountants and auditors.</p><p>• Preparing and reviewing investor capital statements, capital call and distribution notices, and waterfall calculations.</p><p>• Responding accurately and promptly to ad-hoc information requests from external investors and joint venture partners.</p><p>• Undertaking special projects and analysis as requested by the senior management team.</p><p><br></p><p>If you are interested in this role, please email a resume to Liz Noyes at Robert Half via linked in.</p>