We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in shaping financial strategies by analyzing data, preparing reports, and supporting decision-making processes. You will work closely with various departments to deliver actionable insights that improve efficiency and profitability.<br><br>Responsibilities:<br>• Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans.<br>• Maintain and update forecasting models to reflect actual results and revised assumptions.<br>• Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses.<br>• Monitor performance against budget and forecast, identifying and explaining significant variances.<br>• Generate comprehensive financial reports, dashboards, and schedules for management review.<br>• Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends.<br>• Analyze financial outcomes by customer, department, and business unit to support strategic business reviews.<br>• Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues.<br>• Perform customer and contract-level financial analyses, including revenue and margin tracking.<br>• Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
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.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
<p>Exciting Financial Analyst opening with a PE‑backed healthcare company in Dallas—offering strong leadership, visible impact, steady growth, and excellent work/life balance.</p><p><br></p><p><strong>Why this role:✅</strong></p><ul><li>PE‑backed healthcare company in growth mode</li><li>Direct exposure to the CFO and executive team</li><li>Flexible hybrid schedule + beautiful new office</li><li>Supportive manager who values work/life balance</li><li>Minimal overtime, no weekends</li></ul><p><strong>What you’ll do:📊</strong></p><ul><li>Support financial & operational board decks</li><li>Own key processes (revenue recognition, physician comp)</li><li>Build forecasts, models, and ad hoc analysis</li><li>Partner with operations & revenue cycle teams</li><li>Deliver insights through scenario & sensitivity modeling</li></ul><p>✨<em>If you’re an up‑and‑coming analyst looking to learn from great leadership in a healthy, growing healthcare business, this is a standout opportunity.</em></p>
<p>Financial Analyst – Position Description</p><p>The Financial Analyst supports financial planning, analysis, and reporting initiatives by providing data‑driven insights to leadership. This role partners cross‑functionally to analyze performance, support forecasting, and assist in strategic decision‑making. The ideal candidate is analytical, detail‑oriented, and comfortable working with large data sets.</p><p>Key Responsibilities</p><ul><li>Analyze financial results and identify trends, risks, and opportunities</li><li>Prepare monthly, quarterly, and ad‑hoc financial reports</li><li>Support budgeting, forecasting, and variance analysis</li><li>Develop financial models to support business decisions</li><li>Collaborate with Accounting on actuals and reporting alignment</li><li>Assist with KPIs, dashboards, and performance metrics</li><li>Support leadership with data‑driven insights and recommendations</li></ul><p><br></p>
<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 Financial Data Analyst to join our team in Dallas, Texas. In this role, you will leverage your analytical expertise to assess managed care contracts, monitor financial performance, and identify opportunities for operational growth. This position offers the chance to work with large healthcare datasets and contribute to strategic decision-making within the pharmaceutical industry.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate and model managed care contracts to ensure both reimbursement accuracy and profitability.</p><p>• Develop and maintain financial models to forecast revenue and operational expenses effectively.</p><p>• Analyze patient data, claims, and provider utilization to uncover cost-saving opportunities and growth potential.</p><p>• Monitor monthly contract performance, generate performance reports, and compare KPIs against established financial targets.</p><p>• Utilize Power BI and other business intelligence tools to manage and analyze complex healthcare datasets.</p><p>• Create and maintain dashboards, run ad-hoc queries, and produce financial reports on payer performance and claims trends.</p><p>• Assess payer contract terms to support negotiations, model actual versus expected revenue, and identify reimbursement optimization opportunities.</p><p>• Serve as the subject matter expert on payer data for internal teams and external stakeholders, including PBMs and health plans.</p><p>• Perform additional duties as required to support financial and operational objectives.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
We are looking for a Senior Financial Analyst to join our dynamic team in Dallas, Texas. This role requires a strategic thinker with a strong financial background to analyze data, develop models, and provide actionable insights that enhance business decision-making. The ideal candidate will have a proven ability to work collaboratively across teams and deliver high-quality financial reporting and analysis.<br><br>Responsibilities:<br>• Develop comprehensive financial models to evaluate business performance and provide actionable recommendations to leadership.<br>• Prepare and support monthly, quarterly, and annual financial reporting cycles, ensuring accuracy and timeliness.<br>• Utilize advanced Excel functions and financial systems to analyze large datasets and uncover meaningful insights.<br>• Collaborate with cross-functional teams, including accounting and advisory finance, to understand financial variances and improve forecasting.<br>• Consolidate global financial results and articulate key performance drivers, highlighting risks and opportunities.<br>• Identify and implement process improvements to streamline, automate, and standardize financial workflows.<br>• Provide clear and concise explanations of complex financial data to stakeholders in straightforward situations.<br>• Lead by example, fostering a positive and productive work environment aligned with organizational values.<br>• Work within established procedures to meet deadlines and achieve financial objectives.<br>• Monitor and enhance the quality of financial outputs produced by the team.
<ul><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer contribution</li><li>Generous paid time off and holidays</li><li>Opportunity to work closely with senior leadership in a high-impact role</li></ul><p><br></p>
<p>We are looking for a highly skilled Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a critical part in analyzing financial data, preparing reports, and providing insights to guide strategic decisions. The ideal candidate will possess exceptional analytical abilities, a strong understanding of financial principles, and the ability to thrive in a dynamic, fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends, variances, and opportunities for improvement.</p><p>• Prepare detailed reports and presentations to support key business decisions.</p><p>• Evaluate fixed income securities and conduct loan valuations.</p><p>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.</p><p>• Utilize advanced Microsoft Excel techniques for data analysis and modeling.</p><p>• Ensure compliance with accounting standards and economic principles in all analyses.</p><p>• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.</p><p>• Coordinate multiple projects simultaneously while adhering to strict deadlines.</p><p>• Maintain detailed documentation using tools like Confluence and Crystal Reports.</p><p>• Contribute to capital management processes by providing actionable insights.</p>
<p>A growing, innovative organization in the life sciences sector is seeking a <strong>Senior Financial Analyst</strong> to support executive leadership with high‑impact financial reporting, analysis, and forecasting. The ideal candidate brings strong business acumen, excellent analytical capabilities, and the communication skills needed to influence stakeholders across the organization. This is a great opportunity for someone looking to advance within a fast‑paced, data‑driven environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support forecasting, annual budgeting, long‑range planning, and monthly close activities across multiple functional groups.</li><li>Develop and maintain ongoing reporting dashboards and KPIs (financial and operational).</li><li>Prepare timely monthly, quarterly, and ad hoc financial reports; analyze variances and provide actionable insights to leadership.</li><li>Partner with business groups to support planning, prioritization, and performance management.</li><li>Contribute to month‑end close processes, including production reporting, cost analysis, variance reviews, and journal entries.</li><li>Troubleshoot and resolve financial issues within tight deadlines.</li><li>Maintain and update financial planning templates within Oracle/Hyperion environments.</li><li>Conduct competitive and industry analysis, including benchmarking of financial and operational metrics.</li></ul><p><strong>Required Qualifications</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, Business, or related field.</li><li>2–4 years of Corporate Finance or FP&A experience.</li><li>Experience with Oracle EPBCS and/or Hyperion strongly preferred.</li><li>Proven financial modeling, forecasting, and budgeting experience.</li><li>Strong understanding of income statement, balance sheet, and cash flow drivers.</li><li>Ability to synthesize large datasets into clear and actionable insights for leadership.</li><li>Highly detail‑oriented with strong work ethic and a positive, proactive mindset.</li><li>Ability to thrive in a fast‑paced, rapidly evolving environment while managing multiple priorities.</li><li>Strong communication skills and comfort interacting at all organizational levels.</li><li>Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook).</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Advanced Excel skills (Power Query, PivotTables, macros) and strong PowerPoint abilities.</li><li>Familiarity with BI tools such as Tableau, Power BI, or Looker.</li><li>Experience with Smart View or similar analysis tools.</li><li>Exposure to SQL or data querying languages.</li><li>Background in biotechnology, life sciences, or laboratory services.</li><li>Experience working in private equity–backed organizations or supporting M&A‑related analysis.</li><li>Prior involvement in automating reporting processes or building analytical dashboards.</li><li>Understanding of healthcare reimbursement models or payer/provider dynamics.</li></ul>
<p>Role Overview</p><p>This position is part of a centralized FP&A function and serves as a strategic finance partner to senior leadership. The role supports multiple operating segments through financial planning, forecasting, analysis, and executive‑level reporting, with regular interaction across the organization.</p><p>PKey Contributions</p><ul><li>Produce recurring financial reporting and analysis used by executive and commercial leadership</li><li>Support annual budgeting and rolling forecast cycles, with opportunity to own specific business areas over time</li><li>Partner with operational leaders to analyze and manage expense drivers</li><li>Develop and maintain financial models to improve forecasting accuracy and efficiency</li><li>Collaborate with FP&A leadership on initiatives to enhance financial processes and reporting scalability</li><li>Work cross‑functionally with analytics and data teams to support reporting accuracy and dashboard maintenance within business intelligence tools</li><li>Assist with monthly performance reviews, including variance analysis and commentary</li><li>Prepare executive‑ready materials, presentations, and ad‑hoc analyses for senior stakeholders</li><li>Contribute to special projects and strategic initiatives as business needs arise</li></ul><p>Additional Notes</p><p>This description is intended to convey the general nature of the role and may be adjusted as business needs evolve.</p>
Our client is seeking a Senior FP&A Analyst to lead financial planning and analysis across operations, partnering with top leadership and cross-functional teams to drive performance, innovation, and growth. 🌟 Why You’ll Love This Role: · Culture of Excellence: Join a tenured FP&A/Finance team with a wealth of expertise to learn from. · Entrepreneurial Spirit: Collaborate on business transformation initiatives that use technology to improve processes and procedures. · Your Voice Matters: Work closely with corporate leadership and see your ideas in action. · Career Growth: Significant opportunities for learning, development, and leadership within the organization. · Dynamic Work Environment: Fast-paced, varied days where you’ll tackle exciting challenges. · Work-Life Balance: Prioritize productivity without losing sight of your well-being. 💼 Key Responsibilities Financial Planning & Analysis · Lead development and execution of financial plans, budgets, and forecasts aligned with strategic goals · Analyze financial results, identify trends, and deliver actionable insights to senior leadership · Collaborate with other departments to optimize workforce planning and productivity · Serve as a subject matter expert in financial systems and policy interpretation · Advise senior FP&A and business leaders on risks, opportunities, and long-range planning Reporting & Data Tracking · Oversee creation of performance dashboards and executive-level reports · Prepare materials for executive reviews and strategic discussions · Recommend action plans to improve business performance · Drive continuous improvement in reporting processes and data governance
<p><strong>Senior Accounting Analyst </strong></p><p><br></p><p>Robert Half Finance and Accounting and Kevin Sweet have partnered with a well-established and highly sophisticated Family Office that is seeking a <strong>Senior Accounting Analyst</strong> to support the accounting and financial reporting needs of one of its Founders. This role offers exposure to complex, multi-entity structures, investments, trusts, and philanthropic entities in a collaborative and high-trust environment.</p><p><br></p><p>This is an excellent opportunity for an accountant who enjoys ownership, variety of responsibilities, and working closely with senior leadership.</p><p><br></p><p>My client truly values and takes care of their employees, has excellent work-life balance, outstanding benefits, generous annual bonus and <strong>the opportunity to either work remote, hybrid or in office, your choice!</strong></p><p><br></p><p>For additional information and consideration, please contact Kevin Sweet at 682-499-1182 or via email at [email protected]</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Accounting Analyst will take primary responsibility for multi-entity accounting functions, including the preparation of the Founder’s personal financial statements and accounting for investment partnerships, LLCs, trusts, and select nonprofit entities. The role also supports cash management, financial reporting, reconciliations, and special projects, while helping identify and implement process improvements.</p><p>The ideal candidate is proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced, multi-disciplined environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare monthly and periodic financial statements, supporting schedules, and analyses</li><li>Perform bank, brokerage, and general ledger account reconciliations</li><li>Complete monthly close procedures and record journal entries</li><li>Record investment valuations and asset acquisitions and dispositions</li><li>Accumulate and organize data to support tax estimates and returns</li><li>Lead annual budget preparation and perform budget-to-actual analyses</li><li>Perform regular and ad-hoc financial analysis and customized reporting</li><li>Assist with or lead special projects and management presentations</li><li>Recommend and implement process, reporting, and technology improvements</li><li>Interface with internal stakeholders and external advisors as needed</li></ul><p><br></p><p><strong>Why This Opportunity</strong></p><ul><li>Direct exposure to complex investments and financial structures</li><li>High level of ownership and autonomy</li><li>Stable, long-term environment with an employee-first culture</li><li>Opportunity to make meaningful process improvements</li><li>Strong work-life balance compared to traditional accounting roles</li></ul><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>
<p>We are looking for a results-driven Senior Financial Analyst with a strong background in FP&A consulting to join our team on a contract basis. This role requires expertise in financial modeling, revenue analytics, and forecasting, with an emphasis on delivering high-quality outputs within tight deadlines. Based in Dallas, Texas, this position offers the opportunity to work on impactful budgeting and revenue analysis initiatives in a fast-paced environment.</p><p>This is a 3-month contract position</p><p>100% REMOTE</p><p>MUST HAVE Pharmacy Benefit Management (PBM) experience</p><p><br></p><p><strong><u>Senior Financial Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Develop and maintain advanced financial models in Excel to support forecasting, budgeting, and revenue analysis.</p><p>• Conduct hands-on revenue analytics by evaluating customer, product, and channel data to identify volume, price, and mix drivers.</p><p>• Build annual budgets, rolling forecasts, and reforecasts independently, ensuring accuracy and scalability.</p><p>• Present and explain financial models, assumptions, and outcomes to senior finance leaders with clarity and precision.</p><p>• Set up and document revenue forecasting models, focusing on revenue streams and ensuring alignment with business goals.</p><p>• Deliver on short-term financial analysis tasks as part of consulting engagements, adapting quickly to new environments and requirements.</p><p>• Provide insights into Pharmacy Benefit Management (PBM) revenue streams, including forecasting and scenario planning.</p><p>• Utilize advanced Excel skills to create clean, scalable templates and organize data flows effectively.</p><p>• Collaborate with cross-functional teams to execute defined tasks and meet project deadlines.</p><p>• Ensure financial models and analyses adhere to industry-specific terminology and data structures.</p><p><strong><em>• Familiarity with the Pharmacy Benefit Management (PBM) industry and its revenue structures is mandatory.</em></strong></p>
<p><strong>Commercial Finance Manager</strong></p><p>We are seeking an experienced Commercial Finance Manager dedicated to supporting the financial aspects of commercial strategy and business growth. This key role bridges financial planning and analysis, pricing, sales effectiveness, and market expansion—enabling both short- and long-term objectives through hands-on partnership with a variety of global teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop data-driven pricing models for managed services, working alongside country leaders to ensure proposals match profitability and competitive standards.</li><li>Collaborate with teams in finance, sales, and operations at the country level to adapt pricing frameworks for specific market and regulatory landscapes.</li><li>Analyze feasibility and commercial viability for new market entry, partnering with leaders in emerging markets.</li><li>Shape go-to-market strategies in partnership with product, sales, and operations colleagues, accounting for differing local dynamics.</li><li>Engage regularly with country-based business development teams across several time zones, occasionally requiring flexibility in working hours.</li><li>Perform in-depth financial analysis to inform decisions on packaging of services, contract terms, and customer segmentation.</li><li>Conduct competitive analysis and stay current on industry trends to support pricing and market entry decisions.</li><li>Maintain governance tools and scalable processes for the oversight and evaluation of commercial deals.</li><li>Track, review, and share insights on sales metrics such as revenue, growth, market penetration, and new customer acquisition.</li><li>Deliver presentations and recommendations to executive stakeholders, relying on clear, data-based insights to inform high-level decisions.</li><li>Provide mentorship and training to junior analysts, fostering a culture focused on performance and analytical growth.</li><li>Take ownership of specialized projects and executive reporting as required.</li></ul><p><br></p><p><br></p><p><br></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 FP&A Analyst to join our team in Plano, Texas. This role involves leveraging your expertise in financial planning and analysis to provide valuable insights and support strategic decision-making. Ideal candidates will have strong technical skills and a keen eye for identifying trends and opportunities within financial data.<br><br>Responsibilities:<br>• Develop and maintain financial models to support cash flow forecasting and strategic planning.<br>• Utilize Power BI and Excel to analyze complex financial data and create actionable reports.<br>• Collaborate with cross-functional teams to gather data and improve financial processes.<br>• Conduct thorough analysis of financial statements to identify trends and variances.<br>• Support budgeting and forecasting activities to align with organizational goals.<br>• Provide insights and recommendations to improve financial performance and efficiency.<br>• Contribute to business analysis efforts by evaluating systems and data flow.<br>• Assist in preparing presentations for stakeholders based on financial findings.<br>• Monitor compliance with financial regulations, including the Bank Secrecy Act.<br>• Ensure accurate and timely reporting of financial metrics.
We are looking for a skilled Finance Administrator to join our growing team in Irving, Texas. In this role, you will play a critical part in managing financial operations, ensuring compliance with payroll regulations, and maintaining accurate accounting records. This position offers an excellent opportunity to contribute to a dynamic environment within the medical device industry.<br><br>Responsibilities:<br>• Process payroll for U.S.-based employees, ensuring adherence to federal and Texas regulations.<br>• Maintain detailed employee payroll records, including updates for new hires, terminations, and compensation changes.<br>• Calculate and remit payroll withholdings such as federal taxes while managing year-end reporting requirements.<br>• Support accounts payable and receivable functions, including invoice processing and reconciliation.<br>• Conduct bank account and balance sheet reconciliations to ensure financial accuracy.<br>• Assist with month-end and year-end financial close activities, including reporting and budgeting.<br>• Manage inventory accounting for clinical trial materials, collaborating with internal teams for audits and reporting.<br>• Ensure compliance with financial policies and assist with internal and external audits.<br>• Provide administrative support, including document management and coordination of office supplies.<br>• Handle sensitive information with discretion and professionalism.
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. <br> Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
We are looking for a skilled Treasury Analyst to join our team on a long-term contract basis in Dallas, Texas. This position plays a crucial role in managing the company's treasury operations, including cash flow forecasting, financial risk assessment, and banking relationships. The ideal candidate will bring expertise in treasury functions to support strategic financial planning and ensure compliance with internal policies and industry regulations.<br><br>Responsibilities:<br>• Monitor daily cash positions and oversee short-term liquidity to meet operational funding needs.<br>• Develop and maintain accurate cash flow forecasts across weekly, monthly, and quarterly timelines.<br>• Manage banking operations, including account reconciliations and coordination of payments and transfers.<br>• Support investment activities by tracking performance and assisting with debt management.<br>• Analyze financial risks, including interest rate fluctuations, foreign exchange exposure, and credit risks.<br>• Maintain detailed records of cash positions, investments, and derivative transactions.<br>• Ensure compliance with internal policies and external regulatory requirements through detailed reporting.<br>• Prepare comprehensive management reports covering cash flow, liquidity, and financial risk analyses.<br>• Contribute to the enhancement of treasury systems and processes to improve efficiency and accuracy.
<p>We are looking for a detail-oriented Treasury Analyst to join our team in Dallas, Texas. In this role, you will manage critical treasury functions, including bank account administration, compliance monitoring, and system management. The ideal candidate will contribute to improving operational efficiency while ensuring the accuracy and security of treasury processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee bank accounts, signatory arrangements, and payment processes while administering the Treasury Management System (Kyriba).</p><p>• Coordinate the full lifecycle of bank account openings, lender deposits, and relationship deposits, including legal reviews, obtaining signatories, and maintaining accurate documentation.</p><p>• Operate the Treasury services request desk, ensuring prompt and high-quality customer service, and resolve issues by collaborating with banks, IT teams, and Kyriba support.</p><p>• Ensure compliance with internal controls and workflows related to payments, account openings and closures, and online banking access, while monitoring risks and preparing regular reports.</p><p>• Conduct periodic reviews of bank health and risk metrics, presenting findings and recommendations to stakeholders.</p><p>• Lead initiatives to enhance treasury processes, focusing on scalability, accuracy, and reducing cycle times.</p><p>• Support various ad-hoc projects requiring precision, timeliness, and confidentiality.</p><p>• Identify opportunities for process improvements and implement solutions to optimize treasury operations.</p><p><br></p><p>The firm provides an excellent work environment and welcoming culture. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via linked in.</p>
<p>We are looking for a 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 skilled Business Analytics/Data Analyst to support data-driven decision-making and enhance business intelligence processes. In this long-term contract role, you will play a key part in analyzing complex datasets and providing actionable insights to drive organizational success. The position is based in Arlington, Texas.<br><br>Responsibilities:<br>• Conduct detailed data analysis to identify patterns, trends, and actionable insights.<br>• Develop and maintain business intelligence reports using tools such as BusinessObjects Technologies.<br>• Perform audits of commercial contracts to ensure compliance and accuracy.<br>• Abstract and analyze key terms from contracts to support decision-making.<br>• Collaborate with cross-functional teams to gather data requirements and optimize analytics processes.<br>• Utilize advanced data analytics tools to process and interpret large datasets.<br>• Provide recommendations to improve business operations based on data findings.<br>• Ensure the integrity and security of data used for analysis and reporting.<br>• Support the organization in leveraging data for strategic planning and forecasting.