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38 results for Financial Planning Analysis Manager in Plano, TX

Financial Planning & Analysis Manager

Coppell, TX
onsite
Permanent / Full Time
115000 - 140000 USD / Yearly
Commercial Finance ManagerWe 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. Key Responsibilities<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>
2026-04-17T00:00:00Z

Director of Financial Planning and Analysis

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. 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. 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! For confidential consideration and consideration, please contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] 🔹 Key Responsibilities:• Lead the FP&A function, including budgeting, forecasting, and long-range planning• Partner with the CFO and executive team on strategic financial decisions• Drive advanced financial modeling, scenario planning, and performance analytics• Develop and enhance KPIs, executive reporting, and board-level financial presentations• Support capital allocation, pricing strategy, and business case analysis• Improve forecasting accuracy through systems, automation, and BI tools• Lead and mentor a high-performing FP&A team 🔹 Ideal Background:✔ 10+ years of progressive FP&A / strategic finance experience✔ Current or recent industry experience within financial services, retail and or private equity✔ Leadership experience within complex, high-growth environments✔ Deep expertise in budgeting, forecasting, and financial modeling✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred✔ MBA and CPA, and or CFA is required This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance. 📩 If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.
2026-05-06T00:00:00Z

Financial Analyst/Manager

Dallas, TX
onsite
Permanent / Full Time
130000 - 140000 USD / Yearly
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. Responsibilities:• Partner with the Head of FP&A to evaluate high-priority initiatives and convert strategic objectives into practical financial plans and decision-support models.• Coordinate with leaders across departments to gather inputs, clarify priorities, and keep cross-functional projects moving forward on schedule.• Prepare financial analyses that support budgeting, forecasting, variance review, and broader performance management activities.• Establish and maintain reporting frameworks, KPIs, and operating metrics that help leadership monitor progress and identify risks or opportunities.• Develop presentations and summary materials for senior executives, board discussions, and other high-level business reviews.• Manage the planning cadence for the finance team by organizing deliverables, tracking deadlines, and ensuring follow-through on critical requests.• Consolidate information from multiple data sources to uncover trends, explain business performance, and highlight areas requiring attention.• Support process improvement efforts that increase efficiency, strengthen decision-making, and improve coordination between finance and business partners.
2026-05-06T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities: • Contribute to the development of annual budgets, monthly forecasts, and long-term financial plans. • Maintain and update forecasting models to reflect actual results and revised assumptions. • Create and refine financial models to assess pricing changes, bids, and new business opportunities, incorporating scenario and sensitivity analyses. • Monitor performance against budget and forecast, identifying and explaining significant variances. • Generate comprehensive financial reports, dashboards, and schedules for management review. • Conduct variance and trend analyses on revenue, expenses, and operational metrics to identify key drivers and trends. • Analyze financial outcomes by customer, department, and business unit to support strategic business reviews. • Ensure data accuracy, investigate discrepancies, and collaborate with accounting and operations teams to address issues. • Perform customer and contract-level financial analyses, including revenue and margin tracking. • Translate transportation KPIs into financial insights, such as cost per mile and utilization, to enhance efficiency and profitability.
2026-05-08T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Create and maintain recurring financial reports and dashboards to ensure accurate tracking of key metrics.• Perform reconciliations to verify the consistency of financial data across Great Plains, Power BI, and Excel models.• Conduct variance analysis to identify significant revenue, margin, and expense trends.• Develop and refine standardized reporting templates to support efficient financial operations.• Prepare comprehensive materials for internal meetings and external partner reviews.• Extract data, perform reconciliations, and provide preliminary analysis for ad hoc projects.• Collaborate with accounting teams to verify month-end postings and address coding discrepancies.• Document data sources, assumptions, and methodologies to ensure transparency in reporting processes.• Adhere to file management, documentation, and version control standards to maintain data integrity.• Identify and implement opportunities to improve reporting efficiency through automation or optimized templates. If interested, please send your resume to [email protected]
2026-05-13T00:00:00Z

Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. • Maintain financial reports, records, and general ledger accounts.• Oversee and maintain employee corporate credit card expenses.• Prepare journal entries, analysis, and account reconciliations and assist with monthly close processes.• Contribute to the development and review of annual operating budgets and performance projections.• Perform monthly balance sheet reconciliations.• Meet processing and reporting deadlines.• Respond to information requests, review financial statements, and assist with audits.• Work with the Finance Leader (CFO) to prepare tax reports for Concord Church and• maintain property tax schedules.• Maintain, verify and track remittance of sales taxes.• Maintain relationships with banks, controlling log on access, reviewing cash usage.• Validate transactions against IRS guidelines.• Ensure compliance with GAAP.• Attend and successfully completes all training required by Concord Church.• Perform other duties as assigned. If interested, please send your resume to [email protected]
2026-05-13T00:00:00Z

Finance Manager

Coppell, TX
onsite
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Finance Manager to join the IT finance team in Coppell, Texas on a Contract basis. This role will focus on financial planning and analysis, helping guide budgeting, forecasting, reporting, and investment decisions across technology-related spending. The ideal candidate brings strong analytical capability and can work closely with IT leadership to improve financial visibility and support strategic planning. Responsibilities: • Lead financial planning activities for the IT function, including annual budgets, rolling forecasts, and longer-term outlooks. • Support the monthly close cycle by preparing journal entries, updating forecast assumptions, and ensuring accurate financial reporting. • Build and maintain financial models that track technology spending, measure performance, and explain budget-to-actual results. • Collaborate with IT leaders to provide financial insight that supports operational and strategic decision-making. • Assess proposed technology initiatives by reviewing both operating and capital cost impacts and outlining financial considerations. • Track expenses related to software, hardware, cloud services, and third-party vendors to maintain clear oversight of IT spend. • Identify opportunities to improve cost efficiency and contribute to efforts that strengthen budget utilization. • Assist with business case development for IT projects by evaluating return potential, payback timing, and financial viability. • Help maintain sound financial controls and communicate IT financial performance to key stakeholders through clear reporting.
2026-05-04T00:00:00Z

Operational Finance Manager

Dallas, TX
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Lead the Financial Performance of a Major Construction Business UnitThis is a career‑defining opportunity for a seasoned finance leader who wants to own a large, complex P&L, lead a sizeable team, and sit at the intersection of finance, accounting, and operations. 🚀 Why This Role Stands Out<ul><li>Full P&L ownership for a very large construction business segment</li><li>Highly visible position in the organization and a top strategic priority</li><li>Lead a large, experienced finance and cost team</li><li>True finance business partner role with General Managers, Operations Managers, and Project leadership</li><li>Blend of finance, accounting, forecasting, and decision support</li></ul> 🎯 Role Overview<ul><li>Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support</li><li>Lead a team across accounting, cost, and project finance</li><li>Own financial performance across a multi‑project construction environment</li></ul>What You’ll Own & DeliverP&L Ownership & Business Partnership<ul><li>Full responsibility for the P&L and financial performance of the business unit</li><li>Partner directly with executive leadership, operations, and project teams</li><li>Influence margin performance, forecasting accuracy, and project‑level decision making</li><li>Act as a trusted advisor, not a scorekeeper</li></ul>Forecasting, Analysis & Decision Support<ul><li>Lead forecasting, WIP analysis, backlog analysis, and margin accountability</li><li>Provide forward‑looking insights — not just historical reporting</li><li>Support project leadership with actionable, data‑driven recommendations</li><li>Operate effectively in a complex, multi‑project environment</li></ul>Leadership & Team Development<ul><li>Lead, coach, and develop a high‑performing finance and accounting team</li><li>Delegate month‑end close execution while retaining full ownership of accuracy and outcomes</li><li>Create structure, accountability, and clarity across financial processes</li></ul>Month‑End Close & Controls<ul><li>Own the month‑end close process for the business unit</li><li>Ensure accurate financial reporting while maintaining a business‑focused mindset</li><li>Partner with corporate teams while remaining embedded in field operations</li></ul>
2026-04-22T00:00:00Z

Senior FP&A Analyst

Dallas, TX
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
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
2026-05-11T00:00:00Z

Investments Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Investments Accounting Manager to join our dynamic real estate and property team in Dallas, Texas. This role is ideal for someone with a strong accounting background who can manage financial processes and ensure compliance with auditing standards. If you thrive in a fast-paced environment and excel at financial reporting and analysis, we encourage you to apply. The position is hybrid 2 days/week and offers a fantastic culture. Responsibilities:• Oversee month-end close processes to ensure timely and accurate completion of financial statements.• Maintain and reconcile general ledger accounts, ensuring all transactions are recorded properly.• Prepare and review journal entries, ensuring accuracy and adherence to accounting principles.• Collaborate with auditors during financial statement audits and provide necessary documentation.• Monitor and manage account reconciliation processes to resolve discrepancies effectively.• Analyze financial data and generate detailed reports to support decision-making processes.• Implement best practices for financial management and ensure compliance with relevant regulations.• Assist in developing and improving financial procedures to enhance efficiency and accuracy.• Work closely with investment teams to provide accounting support for fund and trust activities.• Utilize advanced Excel skills to streamline accounting operations and perform in-depth financial analysis. If interested in being considered for this role, please email a resume to Liz Noyes at Robert Half via Linked in.
2026-05-01T00:00:00Z

FP&A Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities: • Develop and maintain financial models to support cash flow forecasting and strategic planning. • Utilize Power BI and Excel to analyze complex financial data and create actionable reports. • Collaborate with cross-functional teams to gather data and improve financial processes. • Conduct thorough analysis of financial statements to identify trends and variances. • Support budgeting and forecasting activities to align with organizational goals. • Provide insights and recommendations to improve financial performance and efficiency. • Contribute to business analysis efforts by evaluating systems and data flow. • Assist in preparing presentations for stakeholders based on financial findings. • Monitor compliance with financial regulations, including the Bank Secrecy Act. • Ensure accurate and timely reporting of financial metrics.
2026-05-01T00:00:00Z

Investment Accountant/Analyst

McKinney, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a skilled Investment Accounting Analyst to join our large publicly traded insurance client in North Dallas. In this role, you will play a crucial part in managing financial data, analyzing investment trends, and supporting decision-making processes for our insurance subsidiaries. Your expertise will contribute to optimizing financial models, ensuring compliance, and driving efficiency in reporting and accounting practices. Responsibilities:• Design and manage financial models to support forecasting, budgeting, and scenario analysis.• Perform detailed analyses of investment data to identify trends, risks, and opportunities.• Prepare and deliver comprehensive financial reports for management, boards of directors, and other stakeholders.• Collaborate with cross-functional teams to align financial strategies with organizational goals.• Evaluate potential investments and acquisitions to support business growth.• Work with IT teams to improve data systems and ensure the accuracy and accessibility of financial information.• Develop dashboards and reports to enhance insights into financial performance.• Utilize programming tools like Python or R to automate processes and improve operational efficiency.• Ensure accurate accounting and reporting for complex investment portfolios, including equities, fixed income, and alternative assets.• Partner with auditors and regulatory bodies to ensure compliance with industry standards and company policies. If interested, please send your resume to [email protected]
2026-04-22T00:00:00Z

Financial Technical Operations Analyst

Coppell, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.• Offer strategic financial guidance to leadership while supporting decision-making processes.• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.• Work closely with external auditors to provide necessary documentation during audits.• Prepare and distribute monthly profit and loss statements to executive and local management.
2026-05-01T00:00:00Z

Associate Financial Planner

Frisco, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive financial planning services to clients, including tax planning, investment analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and accurate financial reporting. Responsibilities:• Prepare and update client consultation files in collaboration with the Data Input Specialist for annual meetings.• Support the Financial Planner in identifying and implementing tailored planning opportunities for clients.• Assist clients and the Financial Planner in executing financial strategies and recommendations throughout the year.• Conduct reviews of annual income tax returns and develop accurate year-end tax projections.• Perform financial analysis and tax planning for clients' business units to optimize outcomes.• Participate in annual client meetings alongside the Financial Planner to discuss financial goals and progress.• Review and reconcile current investment asset allocations to ensure alignment with client objectives.• Analyze and optimize retirement plans based on annual goals and client-specific needs.• Coordinate with internal teams and external vendors to facilitate the implementation of financial plans.• Provide training and review the work of the Data Input Specialist to ensure accuracy and consistency.
2026-04-29T00:00:00Z

Commercial Finance America Manager

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an experienced Commercial Finance Manager to join our team in Plano, Texas. This role requires a strong background in financial analysis and modeling, with a focus on supporting commercial operations. The ideal candidate will bring advanced Excel skills and a proven ability to manage financial processes effectively. Responsibilities: • Develop and maintain comprehensive financial models to support business decisions and strategic initiatives. • Perform detailed financial analysis, including variance analysis, to evaluate business performance. • Lead the preparation and management of annual budgets, ensuring alignment with organizational goals. • Collaborate with cross-functional teams to provide insights and recommendations on commercial finance strategies. • Oversee budget processes, identifying areas for improvement and ensuring accuracy. • Analyze financial data to identify trends, risks, and opportunities for the business. • Present financial findings and reports to senior management and stakeholders. • Ensure compliance with internal financial policies and external regulations. • Support decision-making processes by providing accurate and timely financial information.
2026-04-24T00:00:00Z

FP&A Manager

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
This is NOT a REMOTE position and only local DFW candidates will be considered. Help Shape the Financial Future of a Rapidly Scaling Healthcare OrganizationThis newly created FP&A Manager role is an opportunity to step into a high‑impact, highly visible position within a fast‑growing healthcare organization that is actively acquiring and expanding across multiple locations. We are looking for an eager and analytical FP&A Manager who can translate complex financial and operational data into clear, compelling insights — and present those insights to senior leadership, executives, and operations. If you bring healthcare and/or multi‑site experience, thrive in fast‑paced environments, and like to be close to the business, this role offers exposure, influence, and a front‑row seat to scale. Why This Role Stands Out<ul><li>Highly visible position with regular interaction across executive leadership</li><li>Operates in the rapidly growing healthcare space, with strong PE backing and ongoing acquisitions</li><li>Reports directly to the VP of FP&A</li><li>Attractive, modern office space with amenities and views</li></ul>What You’ll OwnMonthly Financial Package & Executive Reporting<ul><li>Own the full lifecycle of the monthly financial reporting package across multiple service lines and/or locations</li><li>Prepare and present financial results, trends, and insights directly to Business Leaders, Executives and the Board</li><li>Develop polished presentations and reporting decks using PowerPoint</li><li>Ensure accuracy, consistency, and clarity across all financial deliverables</li><li>Clearly explain complex financial concepts in simple, actionable terms for non‑financial leaders</li></ul>Financial & Operational Analysis<ul><li>Lead analysis of key financial and operational performance metrics, including:</li><li>Financial ratios and margin performance</li><li>Revenue trends, forecasting, and variance analysis</li><li>Provider productivity and compensation‑related metrics</li><li>Identify trends, risks, and opportunities for improvement and proactively recommend actions to leadership</li></ul>Data, Modeling & Reporting Tools<ul><li>Build and maintain financial models to support forecasting, budgeting, operational planning, and strategic initiatives</li><li>Work extensively in Excel, including advanced formulas, pivot tables, modeling, and scenario analysis</li><li>Pull, clean, reconcile, and validate data from multiple financial, operational, and clinical systems</li><li>Investigate data anomalies and validate assumptions to ensure leadership receives accurate, reliable information</li></ul>Strategic Partnership & Knowledge Enablement<ul><li>Serve as a trusted financial partner to operations, business unit leadership, and executive teams</li><li>Respond to complex financial questions with clarity, confidence, and data‑backed insights</li><li>Demonstrate the ability to learn quickly in a dynamic environment</li><li>Teach and guide leaders and stakeholders on how to use, interpret, and apply financial reports and metrics</li></ul>
2026-05-12T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
We are looking for an experienced Accounting Manager to oversee personal financial operations for a family office in Dallas, Texas. This position will guide day-to-day accounting activities, strengthen internal processes, and deliver accurate financial reporting across a range of assets and obligations. The role also partners closely with internal and external stakeholders to support cash oversight, reconciliations, and sound financial decision-making with a high degree of discretion. Responsibilities: • Direct the daily work of the family accounting function and provide leadership, guidance, and accountability across the team. • Prepare and review financial statements and related reporting to ensure accuracy, completeness, and timeliness. • Design, document, and refine accounting policies, workflows, and internal procedures that support efficient operations. • Partner with colleagues and advisors in operations, investments, tax, payroll, human resources, and legal matters to coordinate financial activities. • Oversee account reconciliations and resolve discrepancies by investigating issues and maintaining reliable records. • Manage cash positioning, monitor liquidity needs, and support the movement of funds in alignment with financial priorities. • Support month-end close activities, maintain the general ledger, and help ensure the integrity of accounting data. • Handle additional finance and administrative responsibilities as needed to support the broader objectives of the office.
2026-04-23T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance and Accounting is the world's recognized leader in full-time financial staffing, providing excellent opportunities in the areas of accounting, bookkeeping, credit and collections, data entry, finance, payroll, and taxation. Our relationships with top companies ensure our candidates enjoy competitive pay and challenging assignments with the best career opportunities. Robert Half is a division of Robert Half International, which is included among Fortune magazine's list of "America's Most Admired Companies". To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile) General Summary (overview of position and group responsibility)We are seeking an Accountant with 1-2 years experience for the Financial Reporting department to perform all duties required to close the consolidated Fund on a monthly basis and to prepare the financial statements. Additional tasks may include assisting the audit and tax groups on a periodic basis. Position Responsibilities & Duties (in order of priority)- Close the books of the Fund on a monthly basis including consolidation of multiple wholly-owned subsidiaries- Prepare consolidated financial statements- Prepare consolidating financial statements- Record journal entries for accruals and reclassifications- Record inter-company eliminations- Interact with the Operations department to ensure proper cutoff and proper treatment in each accounting period- Reconciling reports to ensure data integrity- Coordinate close process with Accountant for the subsidiaries- Enter monthly internal P&L true-ups Job Requirements Required Job Skills (skills that are absolutely necessary for this position)- CPA license and/or M.S. in Accounting- Firm understanding of accounting theory- Must have a very outgoing personality and strong relationship building skills- Acute attention to detail- Excellent knowledge of Excel and Access, including macros and database queries Success Factors (core competencies that will contribute to success in this position)- Experience in the financial services industry- Basic knowledge of financial instruments, including swaps, options, and futures- Effective communication- Able to work in a highly fluid, less structured environmentSelling Points (what major things about this job would excite a candidate)- This position offers a candidate experience accounting for a wide variety of financial instruments- Dynamic environment that allows a candidate to continually broaden knowledge base and skill set- Opportunity to work in a fast paced, intellectual environment To be considered for this job you can call Chris Willhite at 972-789-9590 or you can contact Chris Willhite directly on LinkedIn or send a message (email address is on LinkedIn profile)
2026-05-01T00:00:00Z

Accounting Manager

Dallas, TX
onsite
Permanent / Full Time
100000 - 115000 USD / Yearly
We are looking for an Accounting Manager to lead property accounting operations for a growing real estate company in Dallas, Texas. This role oversees team performance, strengthens accounting processes, and helps ensure the accurate and timely delivery of financial reporting. The ideal candidate brings strong leadership, full-cycle accounting knowledge, and the ability to drive process improvements across a dynamic portfolio. Why this opportunity stands out:✨ Clear runway for promotions, raises, and expanded responsibility🏡 Flexible hybrid schedule (3 days in-office to start, with increased flexibility over time)📊 Exposure to a large, diverse portfolio with a growing and stable company🤝 Collaborative, team-first culture with leadership that rewards initiative Key Responsibilities:<ul><li>Lead, hire, and develop a team of Accountants and Supervisors (10+ reports)</li><li>Oversee monthly financials—review, accuracy, and timely distribution</li><li>Drive process improvements, strengthen controls, and ensure GAAP compliance</li><li>Partner cross-functionally to resolve issues and support portfolio performance</li><li>Coordinate year-end close, audits, and tax package preparation</li><li>Leverage systems/Excel to improve reporting, efficiency, and team productivity</li><li>Lead team communication, meetings, and ad hoc projects</li></ul>This is an excellent opportunity for an up-and-coming leader who wants to make an impact, take ownership, and grow with a company that truly values its people.
2026-05-11T00:00:00Z

Sr. Financial Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
<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>
2026-05-01T00:00:00Z

Sr. Financial Analyst

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Analyze financial data to identify trends, variances, and opportunities for improvement.• Prepare detailed reports and presentations to support key business decisions.• Evaluate fixed income securities and conduct loan valuations.• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.• Utilize advanced Microsoft Excel techniques for data analysis and modeling.• Ensure compliance with accounting standards and economic principles in all analyses.• Apply data mining and auditing techniques to enhance financial accuracy and efficiency.• Coordinate multiple projects simultaneously while adhering to strict deadlines.• Maintain detailed documentation using tools like Confluence and Crystal Reports.• Contribute to capital management processes by providing actionable insights.
2026-04-24T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
105000 - 115000 USD / Yearly
We are looking for a Senior Financial Analyst to join a growing organization and help deliver clear financial insights that guide business decisions. This role is ideal for a finance specialist who enjoys turning complex data into meaningful analysis, partnering with teams across the business, and supporting planning and reporting in a fast-moving environment. The position offers the opportunity to contribute to forecasting, performance reporting, and strategic analysis while building strong cross-functional relationships. Responsibilities: • Lead recurring financial planning and analysis activities, including maintaining reporting models, supporting forecast updates, and ensuring deliverables are completed accurately and on schedule. • Partner with accounting during close cycles by reviewing financial data, validating results, and explaining budget-to-actual and forecast-to-actual variances. • Prepare monthly, quarterly, and annual reporting packages that highlight financial results, business trends, and areas requiring leadership attention. • Perform detailed analysis of operating results, profitability, and spending patterns to support informed decision-making across the organization. • Build and enhance dashboards, presentations, and analytical reports using Excel, Tableau, and other reporting tools to communicate findings effectively. • Monitor key business and financial indicators, and help refine performance measures that track operational and financial outcomes. • Provide responsive support for special projects, scenario modeling, and ad hoc requests from finance leadership and executive stakeholders. • Collaborate with cross-functional partners to gather inputs, understand business drivers, and improve the accuracy and usefulness of financial reporting.
2026-05-06T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Role OverviewThis 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.PKey Contributions<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>Additional NotesThis description is intended to convey the general nature of the role and may be adjusted as business needs evolve.
2026-05-01T00:00:00Z

Sr. Financial Analyst

Irving, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
A growing, innovative organization in the life sciences sector is seeking a Senior Financial Analyst 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. Key Responsibilities<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>Required Qualifications<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>Preferred Qualifications<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>
2026-04-15T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic Senior Financial Analyst to join our client's Finance & Accounting team in Dallas, Texas. In this role, you will turn financial and operational data into meaningful insights that help guide decisions across a growing multisite company. This position partners closely with leadership and cross-functional teams to support planning, performance analysis, and long-term growth initiatives. Responsibilities:• Create and refine financial models that support business planning, investment decisions, and operational initiatives across multiple restaurant concepts.• Evaluate revenue, expenses, and profitability trends to highlight opportunities for stronger margins and improved financial performance.• Prepare forecasts, scenario analyses, and profit and loss projections related to new locations, promotions, menu changes, and other growth activities.• Combine financial results and key performance indicators from various brands and entities to deliver a clear view of overall business performance.• Lead recurring performance reviews with business partners and present practical recommendations based on financial findings.• Contribute to annual budgeting, long-range planning, and three-statement modeling to support strategic and operational goals.• Assist with capital planning, cash flow analysis, debt-related modeling, and financing support as the organization expands.• Design and enhance dashboards and reporting tools using systems such as Power BI, Oracle EPM, and Hyperion SmartView to improve visibility and decision-making.• Develop quarterly materials for board-level reporting and support period-end close activities, financial reviews, and annual audit preparation.
2026-05-04T00:00:00Z