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27 results for Financial Planning Analysis Manager in Plano, TX

Financial Analyst

McKinney, TX
onsite
Temporary / Contract
30 - 37 USD / Hourly
The Financial Analyst is responsible for analyzing financial data, building models, and providing insights to support business decisions. This role works closely with leadership and cross-functional teams to prepare forecasts, budgets, and financial reports. The ideal candidate is analytical, detail-oriented, and able to translate data into actionable recommendations in a fast-paced environment.
2026-06-02T00:00:00Z

Financial Analyst

Roanoke, TX
onsite
Permanent / Full Time
100000 - 160000 USD / Yearly
We are looking for a Financial Analyst to support and improve financial systems operations in Westlake, Texas. This role combines financial expertise with hands-on system administration, reporting, and cross-functional collaboration to help ensure accurate data, reliable processes, and strong internal controls. The ideal candidate will bring experience with Workday Financials, a solid understanding of accounting workflows, and the ability to translate business needs into effective system solutions. Responsibilities: • Administer Workday Financials as the primary owner of day-to-day configuration, system performance, and finance-related controls. • Build, update, and monitor business processes, approval paths, and system settings to align with accounting and operational requirements. • Maintain and support data integrations between Salesforce and Workday to promote accurate financial activity tied to billing, revenue, and customer transactions. • Oversee user access, security roles, and permissions within Workday Financials to uphold governance standards and audit expectations. • Collaborate with IT on system upgrades, testing activities, release validation, and change management initiatives affecting financial platforms. • Create and refine reports, dashboards, and analytics that provide Finance, Accounting, FP&A, and leadership with timely operational insight. • Assist with month-end, quarter-end, and year-end close activities by validating system outputs and reconciling financial data across ledgers and subledgers. • Identify opportunities to streamline workflows, automate recurring tasks, resolve system issues, and maintain documentation, training materials, and audit records. • Participate in internal and external audit support by providing subject matter expertise on system controls, financial workflows, and configuration changes.
2026-05-27T00:00:00Z

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

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Finance Manager to lead international financial planning and reporting activities for a growing real estate and property organization in Dallas, Texas. This role will shape executive-level insights by turning multi-region financial results into clear analysis, practical recommendations, and decision-ready materials. The position works closely with business and finance leaders across international teams to strengthen forecasting, performance visibility, and strategic planning. Responsibilities: • Lead the end-to-end schedule for international financial reporting and planning activities, ensuring timely delivery of monthly, quarterly, and annual materials for senior leadership. • Gather, review, and consolidate submissions from global business units, resolving discrepancies and improving consistency before executive presentations are finalized. • Prepare leadership-ready commentary, variance explanations, and financial bridge analysis that highlight performance drivers, risks, and opportunities. • Create dashboards and reporting tools that simplify complex regional results into meaningful trends, comparisons, and business insights. • Oversee the international performance scorecard by monitoring revenue, profitability, and margin results against budget and forecast, and clearly communicating notable variances. • Develop and refine standardized templates and reporting processes that support reliable, repeatable, and timely finance deliverables across regions. • Partner with international finance and operational stakeholders to support recurring budgeting, forecasting, and month-end financial review cycles. • Build scenario models and forward-looking analyses to support strategic initiatives, risk assessment, market evaluation, and long-range planning. • Act as a cross-regional finance partner for reporting methodologies, benchmarking practices, and comparable performance analysis across international operations. • Track key business and market indicators to identify emerging trends, support growth planning, and inform strategic recommendations for leadership.
2026-05-13T00:00:00Z

Senior Financial Analyst

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance professional who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance. In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks. My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Responsibilities: <ul><li>Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances.</li><li>Develop and maintain sales, gross margin, operating expense, and working capital analyses.</li><li>Prepare, analyze, and distribute monthly financial reporting packages to business leadership.</li><li>Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives.</li><li>Create financial models, business cases, dashboards, presentations, and ad hoc analyses.</li><li>Support annual budgeting, quarterly forecasting, and long-range planning processes.</li><li>Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making.</li><li>Present financial information and recommendations to stakeholders across the organization.</li></ul>Why Consider This Opportunity?<ul><li>Highly visible role with direct interaction with business leadership.</li><li>Opportunity to influence strategic decision-making and business performance.</li><li>Collaborative and employee-focused culture.</li><li>Strong growth potential within a successful and expanding organization.</li><li>Competitive compensation and comprehensive benefits package.</li></ul>If you're looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we'd love to connect with you.
2026-06-04T00:00:00Z

Operational Finance Manager

Dallas, TX
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Lead the Financial Performance of a Major Construction Business Unit This is a career‑defining opportunity for a experienced 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 Full P&L ownership for a very large construction business segment Highly visible position in the organization and a top strategic priority Lead a large, experienced finance and cost team True finance business partner role with General Managers, Operations Managers, and Project leadership Blend of finance, accounting, forecasting, and decision support 🎯 Role Overview Serve as the Business Segment finance leader with a strong emphasis on business partnership and operational decision support Lead a team across accounting, cost, and project finance Own financial performance across a multi‑project construction environment What You’ll Own & Deliver P&L Ownership & Business Partnership Full responsibility for the P&L and financial performance of the business unit Partner directly with executive leadership, operations, and project teams Influence margin performance, forecasting accuracy, and project‑level decision making Act as a trusted advisor, not a scorekeeper Forecasting, Analysis & Decision Support Lead forecasting, WIP analysis, backlog analysis, and margin accountability Provide forward‑looking insights — not just historical reporting Support project leadership with actionable, data‑driven recommendations Operate effectively in a complex, multi‑project environment Leadership & Team Development Lead, coach, and develop a high‑performing finance and accounting team Delegate month‑end close execution while retaining full ownership of accuracy and outcomes Create structure, accountability, and clarity across financial processes Month‑End Close & Controls Own the month‑end close process for the business unit Ensure accurate financial reporting while maintaining a business‑focused mindset Partner with corporate teams while remaining embedded in field operations
2026-05-27T00:00:00Z

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.
2026-06-03T00:00:00Z

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.
2026-05-29T00:00:00Z

Financial Services Accountant

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Services Accountant to join our team in Dallas, Texas. This role supports complex accounting and financial reporting activities within a healthcare environment, with a strong focus on accuracy, compliance, and executive-level reporting. The ideal candidate brings deep technical accounting knowledge and can manage recurring deadlines while responding effectively to urgent business needs. Responsibilities: • Interpret accounting standards and apply them to complex transactions, ensuring financial treatment is accurate and well supported • Produce monthly enterprise-level financial reports for senior executives and board audiences, delivering clear and timely reporting packages • Coordinate quarterly bond disclosure activities, including drafting detailed disclosures and partnering with legal and treasury stakeholders through the review process • Prepare annual audited financial statements and supporting schedules, maintaining high standards for completeness, consistency, and compliance • Review a large portfolio of audited financial statements, updating disclosures for new accounting guidance and standardizing presentation where appropriate • Research technical accounting matters, resolve complicated reporting issues, and contribute financial analysis for due diligence and merger or acquisition activity • Manage recurring reporting cycles that include monthly leadership reports, quarterly debt compliance materials, and annual audit deliverables across multiple entities • Respond to urgent ad hoc requests by developing analyses, transaction support, and presentation materials for executive leadership • Contribute to process improvement efforts during lower-volume periods by identifying efficiencies and helping implement enhancements to team workflows
2026-05-28T00:00:00Z

Accounting Manager

Plano, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and lead an accurate, timely month-end close process in Texas. This role is ideal for a hands-on, detail-oriented individual who can manage complex general ledger activity, maintain multiple sets of books, and support reliable financial reporting. The position also requires close coordination across accounting functions to strengthen reconciliations, journal entry review, and audit readiness. Responsibilities: • Direct the monthly close cycle, ensuring deadlines are met and financial results are complete and accurate. • Oversee general ledger activity and review account balances to maintain the integrity of financial records. • Prepare and approve journal entries, supporting documentation, and adjusting entries as needed. • Lead account reconciliation efforts and resolve variances in a timely manner. • Manage accounting for multiple entities or book sets while maintaining consistency in reporting standards. • Support financial statement preparation and coordinate deliverables for internal and external audit requests. • Analyze close results and identify areas for process improvement within day-to-day accounting operations.
2026-06-04T00:00:00Z

Financial Reporting Manager/SEC (contract)

Dallas, TX
onsite
Temporary / Contract
70 - 75 USD / Hourly
We are looking for a Financial Reporting Manager to support a long-term contract opportunity in Dallas, Texas within the energy and natural resources sector. This role will lead the preparation of external and internal financial reporting materials, ensuring accuracy, timeliness, and alignment with applicable regulatory and corporate standards. The position works closely with cross-functional teams and external stakeholders to deliver clear financial insights, support audits, and strengthen reporting quality across the organization.This is a 12-month contract position offering a hybrid work schedule (3 days a week in the office).Must have CPA licenseMust have SEC financial reporting experience Interim Financial Reporting Manager (contract position):Responsibilities:• Prepare and organize quarterly and annual reporting packages, including required filings and internal financial materials, by compiling and evaluating relevant financial and operating data.• Partner with business leaders and internal stakeholders to develop analyses that support reporting decisions and explain financial results in a clear, actionable manner.• Review information received from departments such as accounting, legal, and human resources to confirm completeness and accuracy before incorporating it into financial statements and management presentations.• Produce reporting schedules, variance analyses, charts, and other supporting exhibits for senior leadership and board-level review.• Coordinate with external auditors during quarterly reviews and annual audits, responding to requests and helping maintain an efficient audit process.• Research accounting guidance, document technical positions, and assist with the adoption of new standards that may affect financial statement presentation or disclosure requirements.• Prepare regulatory submissions and recurring financial reports required by federal, state, governmental, and industry-related organizations.• Support financial reporting for employee benefit plans and collaborate with auditors on annual plan audit requirements.• Manage the review and preparation of XBRL tagging and related disclosure elements for applicable filings.
2026-06-04T00:00:00Z

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>
2026-05-20T00:00:00Z

Sr. Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Sr. Financial Analyst to support revenue planning and performance analysis for a dynamic organization in Dallas, Texas. This role will play a central part in building financial insight across business areas by translating data into meaningful recommendations for leaders. The ideal candidate brings strong analytical judgment, communicates financial outcomes clearly, and helps guide planning decisions through accurate forecasting and thoughtful evaluation. Responsibilities: • Build and refine revenue forecasting models that support annual budgets, periodic forecasts, and longer-term financial planning across multiple business segments. • Track revenue performance, interpret shifts in key metrics, and deliver clear variance analysis and trend updates to senior leadership. • Partner with stakeholders to shape financial plans and evaluate business scenarios, highlighting implications, risks, and practical next steps. • Identify factors that may affect revenue results and recommend actions that help address challenges or capture growth opportunities. • Contribute to recurring reporting by summarizing operational performance, forecast movement, and planning assumptions across divisions. • Collaborate with finance leaders and cross-functional partners to provide decision support while meeting demanding reporting deadlines. • Develop concise presentation materials for weekly and monthly business reviews, including forecast discussions and performance updates. • Conduct targeted ad hoc analyses and present findings in a way that supports informed leadership decisions.
2026-05-13T00:00:00Z

Manager of Financial Reporting and Compliance

Irving, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnered with a dynamic and growing environmental manufacturing organization to identify a strategic and highly motivated Manager of Financial Reporting & Compliance. This is a high-impact leadership opportunity for an experienced accounting professional who thrives in technical accounting, external reporting, audit coordination, and compliance oversight. The ideal candidate will bring a strong foundation in U.S. GAAP, public accounting experience, and a passion for driving transparency, operational excellence, and continuous improvement across the organization. My client offers a hybrid work schedule, competitive annual salary, 15 – 20% annual bonus and excellent benefits. For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] 🔹 Key Responsibilities:• Lead preparation and review of monthly, quarterly, and annual GAAP financial statements and disclosures • Research and resolve complex technical accounting matters • Manage implementation of new accounting pronouncements and reporting requirements • Perform variance analysis and identify key business trends and drivers • Maintain and enhance accounting policies, procedures, and reporting processes• Serve as primary liaison with external auditors and manage audit processes and timelines • Support lender reporting and other external stakeholder requirements • Ensure audit readiness and strong supporting documentation across reporting cycles • Drive process improvements and strengthen reporting accuracy and controls• Design and oversee internal compliance and review programs • Lead balance sheet reviews, control assessments, and risk mitigation initiatives • Identify inefficiencies and opportunities for operational and financial improvement • Present findings and recommendations to senior leadership • Foster a proactive, accountability-driven culture focused on continuous improvement 🔹 Why This Opportunity? ✅ High visibility role partnering directly with leadership ✅ Opportunity to influence process improvement and compliance strategy ✅ Broad exposure across technical accounting, reporting, audit, and operational risk ✅ Collaborative and growth-oriented culture ✅ Strong long-term career advancement potential
2026-05-27T00:00:00Z

Sr. Financial Systems Analyst

Dallas, TX
onsite
Temporary / Contract
65 - 65 USD / Hourly
We are looking for an experienced Sr. Financial Systems Analyst to support high-impact financial planning and analytical work for an energy and natural resources organization in Dallas, Texas. This Long-term Contract opportunity is ideal for someone who is detail oriented and can translate complex financial data into clear business insights and provide sound guidance on accounting-related outcomes. The role calls for strong analytical judgment, advanced modeling capability, and comfort working with large data sets and financial systems in a fast-paced environment.This is a 12-month contract assignment.Hybrid work schedule: (3 days in-office, 2 days remote) Dallas, TX Senior Financial Systems Analyst (contract position):Responsibilities:• Deliver detailed financial analysis to evaluate performance, trends, and key business drivers across operational and strategic areas.• Build and maintain financial models that support forecasting, scenario planning, and management decision-making.• Investigate budget-to-actual results and explain material variances with clear, actionable recommendations.• Perform ad hoc analysis for leadership by gathering, validating, and interpreting data from multiple financial sources.• Use data mining techniques and structured queries to identify patterns, resolve discrepancies, and improve reporting accuracy.• Support financial activities tied to system implementation efforts, including analysis of accounting impacts and downstream reporting considerations.• Work with stakeholders to translate business needs into meaningful financial insights and reporting outputs.• Leverage tools such as Oracle Hyperion Essbase and SQL to extract, organize, and analyze financial information efficiently.
2026-06-04T00:00:00Z

Director of Finance

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a strategic finance leader to oversee accounting operations, strengthen financial reporting, and support sound decision-making across the organization in Dallas, Texas. This role combines hands-on leadership with big-picture planning, guiding core accounting functions while helping senior leaders and board stakeholders understand financial performance. The ideal candidate brings strong nonprofit accounting knowledge, a disciplined approach to compliance, and a commitment to building efficient processes and a high-performing team. Responsibilities: • Lead daily accounting activities across payables, receivables, payroll, and account reconciliations to ensure accuracy and consistency. • Direct month-end and year-end close activities, producing reliable financial statements on schedule. • Maintain a strong control environment and ensure accounting practices align with organizational policies and nonprofit reporting standards. • Coordinate annual audit readiness, manage auditor requests, and support a smooth external audit process. • Oversee preparation of required tax and regulatory filings, including 1099 reporting and annual Form 990 submissions in partnership with outside advisors. • Guide the annual budgeting cycle with finance leadership and department heads, while supporting forecasting and ongoing budget monitoring. • Prepare financial analyses, reports, and presentation materials for executive leadership, committees, and the board, highlighting trends, risks, and performance drivers. • Manage financial systems and reporting workflows, improve accounting procedures, and implement process enhancements that increase efficiency and transparency. • Supervise and develop accounting team members through goal setting, coaching, and performance feedback while fostering a collaborative work environment.
2026-06-05T00:00:00Z

VP of Finance

Dallas, TX
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for an accomplished finance executive to lead the financial strategy and operational performance of our organization in Dallas, Texas. This role serves as the top finance leader and a key member of the executive leadership team, guiding critical decisions that support growth, profitability, and long-term stability. The ideal candidate brings deep industry knowledge, strong leadership capabilities, and the judgment to build trusted relationships with ownership, lenders, and senior stakeholders. Responsibilities: • Direct the overall performance of the finance organization, providing leadership across accounting, financial planning and analysis, and family office controllership functions. • Oversee the monthly close cycle and deliver accurate, timely financial packages and presentations for executive leadership and ownership. • Shape financial strategy through annual budgeting, forecasting, and performance analysis to support business objectives and informed decision-making. • Manage cash flow planning to preserve liquidity, strengthen working capital, and ensure the business is positioned for ongoing operational needs. • Guide decisions related to capital structure, including debt and equity considerations, while assessing financing options and investment opportunities. • Build and maintain strong partnerships with ownership groups, lenders, banking contacts, and insurance providers to support favorable business outcomes. • Establish financial reporting standards, internal controls, and accountability measures that promote accuracy, transparency, and compliance. • Lead, mentor, and develop a high-performing finance team capable of supporting a dynamic homebuilding environment.
2026-05-18T00:00:00Z

VP of Finance

Richardson, TX
onsite
Permanent / Full Time
175000 - 200000 USD / Yearly
We are looking for a strategic and hands-on VP of Finance to lead the development of a scalable finance organization. This leader will shape the financial infrastructure, deliver meaningful insights to support executive decisions, and establish disciplined processes that keep pace with growth. The role is ideal for someone who combines strong technical finance expertise with the ability to build teams, improve operations, and support a high-growth B2B SaaS business. Responsibilities:• Establish and scale the finance organization by creating foundational processes, internal controls, and operating standards.• Lead financial planning and analysis activities, including long-range planning, budgeting, forecasting, and performance modeling to guide business strategy.• Oversee accounting operations and month-end close activities to ensure accurate reporting, regulatory compliance, and operational readiness for growth.• Direct cash management activities and strengthen the order-to-cash cycle to improve collections, liquidity visibility, and short-term cash forecasting.• Develop clear and reliable financial reporting packages for executives, board members, and investors.• Select and implement finance systems and supporting technology that improve efficiency and provide a strong platform for expansion.• Partner closely with senior leadership to evaluate business performance, support strategic initiatives, and recommend actions based on financial insights.• Build, mentor, and lead a high-performing finance team capable of supporting a rapidly growing organization.• Define and monitor key financial and SaaS operating metrics to assess company health and inform decision-making. Why this role:<ul><li>Rapid growth + recent Fortune 100 client wins</li><li>Clear path to CFO in the next 1-2 years</li><li>Equity piece (targeting liquidity event within 3–5 years)</li><li>High visibility with executive leadership and Board</li><li>Opportunity to build and shape the finance function from day one</li><li>Hybrid (3 days in office) | Remote flexibility for the right candidate</li></ul>
2026-05-22T00:00:00Z

Risk Analyst

Carrollton, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Ensure compliance with insurance requirements by reviewing contracts and certificates of coverage.• Assess subcontractor insurance and compliance documentation to verify adherence to standards.• Manage commercial insurance compliance, including general liability and casualty coverage.• Coordinate with insurance brokers to obtain certificates, endorsements, and renewal documents.• Assist with bond requests and evaluate contract values to ensure proper coverage.• Oversee licensing applications, renewals, and compliance documentation for business and city requirements.• Process certificate requests by reviewing contracts, assessing subcontractor compliance, and managing related invoices.• Collaborate with divisions, controllers, and project teams to address compliance needs effectively.
2026-05-08T00:00:00Z

Business Analyst

Plano, TX
onsite
Permanent / Full Time
80000 - 115000 USD / Yearly
We are looking for a Business Analyst to support portfolio optimization initiatives within a Financial Services environment in Plano, Texas. This role connects investment and operational needs with practical technology solutions that improve trading workflows, optimization capabilities, and system effectiveness. The position works closely with portfolio teams, technology partners, and business stakeholders to turn requirements into scalable outcomes that support performance and efficiency. Responsibilities: • Work with portfolio management, technology teams, and business partners to evaluate current trading and optimization workflows and identify opportunities to improve efficiency and accuracy. • Convert business needs into clear functional requirements, detailed process flows, and supporting documentation for system enhancements and new capabilities. • Participate in solution delivery by supporting analysis, test planning, user acceptance activities, validation, and rollout coordination. • Review data outputs and application behavior to uncover issues, determine root causes, and recommend practical corrective actions. • Partner with development teams to ensure delivered solutions align with business objectives, operational expectations, and investment-related standards. • Contribute to the implementation of portfolio management and optimization tools that enable scalable and effective business processes. • Produce workflow documentation, reporting definitions, and user-facing guidance materials to support adoption and consistent execution. • Assist with automation efforts, continuous improvement work, and organizational change activities tied to business process enhancements. • Coordinate across Strategic Initiatives, Client Services, and Operations to support infrastructure improvements and tailored business solutions. • Monitor application performance for trading and optimization platforms, escalating and helping resolve issues as needed, including work within systems such as Axioma Direct and similar platforms.
2026-05-19T00:00:00Z

Business Analyst

Dallas, TX
onsite
Temporary / Contract
25 - 32 USD / Hourly
We are looking for a detail-oriented Business Analyst to support loan servicing insurance operations for a Long-term Contract position based in Dallas, Texas. This role centers on reviewing commercial loan insurance documentation, resolving coverage-related issues, and coordinating with borrowers, agents, and internal partners to maintain compliance with servicing standards. The ideal candidate brings strong analytical judgment, clear communication skills, and the ability to manage multiple priorities in a deadline-driven environment. Responsibilities:• Examine insurance provisions within newly boarded loan files to confirm alignment with governing loan agreements and servicing expectations.• Contact borrowers and related parties when coverage is nearing expiration or when submitted documentation does not satisfy required standards.• Evaluate renewal records by comparing incoming insurance materials with internal tracking data and loan documentation for accuracy and completeness.• Work with insurance brokers, prior servicers, and borrowers to secure updated certificates, endorsements, and policy evidence as needed.• Process insurance-related disbursements promptly while maintaining accurate supporting records.• Respond to questions involving coverage disputes, insurance obligations, premium activity, and cancellation notifications from borrowers and agents.• Flag accounts with lapsed coverage and initiate next steps for force-placed insurance when required under servicing guidelines.• Partner with servicing and asset management teams to address exceptions, resolve issues, and support ongoing portfolio administration.• Keep leadership informed of workflow status, operational concerns, and items that may affect turnaround times or service quality.
2026-06-01T00:00:00Z

Business Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
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. Responsibilities:• Gather, document, and organize business requirements to support project goals.• Develop user stories, acceptance criteria, and use cases to guide system development.• Create and maintain workflow diagrams, data flow diagrams, and business rules documentation.• Perform data validation and reconciliations using tools such as Excel.• Verify business rules against system data and assist in creating data dictionaries.• Acquire knowledge of system workflows and document end-to-end processes.• Collaborate with stakeholders across Clinical, Pharma, Operations, and IT teams to facilitate requirements meetings.• Draft detailed meeting notes, track open questions, and coordinate follow-ups.• Assist in creating and executing test plans, logging defects, and validating fixes.• Support go-live activities by ensuring system readiness and defect resolution. If interested, please send your resume to [email protected]
2026-05-13T00:00:00Z

VP/Director of Finance

Coppell, TX
onsite
Permanent / Full Time
180000 - 215000 USD / Yearly
We are looking for a strategic finance leader to shape and elevate commercial finance operations for a global service organization based in Coppell, Texas. This role will guide enterprise-wide planning, performance analysis, and pricing insight while creating consistent standards across regions. The ideal candidate brings strong financial leadership, the ability to turn complex data into business decisions, and experience partnering with senior executives to improve revenue and margin performance. Responsibilities: • Build and expand a global commercial finance structure that supports scalable decision-making across markets and business units. • Establish company-wide financial standards, reporting methods, and governance practices to create consistency in commercial analysis and performance measurement. • Develop disciplined approaches for evaluating promotions, discount structures, incentive programs, and other revenue-driving initiatives. • Analyze margin trends across products, customers, and regions to uncover pricing opportunities, cost improvements, and drivers of profitability. • Lead forecasting, scenario planning, and financial modeling efforts to assess commercial strategies and changing market conditions. • Compare commercial performance across regions to identify gaps, surface risks, and recommend actions that strengthen business results. • Partner with pricing and commercial leadership to improve understanding of revenue trends, market performance, contract compliance, and margin outcomes. • Direct annual revenue planning, budgeting, and rolling forecast activities for global commercial teams, ensuring alignment with financial targets and strategic priorities. • Drive ongoing enhancements to finance tools, analytics, and processes that improve reporting quality, insight generation, and adoption across international teams.
2026-05-29T00:00:00Z

Accounting Manager/Supervisor

Dallas, TX
onsite
Permanent / Full Time
90000 - 105000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in Dallas, Texas. In this role, you will oversee critical accounting functions, lead a team of professionals, and ensure compliance with financial policies and regulations. This position offers the opportunity to make a significant impact by improving processes, maintaining financial accuracy, and contributing to the organization's overall success. Responsibilities:• Manage and maintain accounting records using Sage Intacct to ensure accuracy and compliance.• Calculate and review monthly bonuses, ensuring timely and accurate disbursements.• Prepare and oversee client disbursements for multiple entities.• Provide leadership and guidance to the accounting team, aligning workloads and facilitating cross-training among staff.• Partner with the Controller to prepare and review monthly, quarterly, and annual financial reports.• Develop, enforce, and refine accounting policies and procedures in collaboration with firm management.• Identify and resolve discrepancies in financial records, ensuring data integrity.• Supervise general accounting processes, including accounts payable, cash management, trust accounting, and financial reporting.• Ensure timely completion of bank reconciliations and oversee reporting requirements such as 1099 forms.• Coordinate with external auditors for annual financial audits, preparing and submitting necessary schedules. Must have law firm accounting experienceMust be able to lead a team of 4Understands IOLTA and PI Contingency
2026-05-20T00:00:00Z

Accounting Manager/Supervisor

Dallas, TX
onsite
Permanent / Full Time
110000 - 120000 USD / Yearly
We are looking for an experienced Accounting Manager/Supervisor to join a growing real estate organization in Dallas, Texas. This role will oversee core accounting operations for a property-focused portfolio, with responsibility for maintaining accurate financial records, supporting planning activities, and delivering timely reporting. The position offers a highly collaborative, onsite environment with strong organizational stability, competitive benefits, and opportunities to contribute to a business in an active growth phase. Responsibilities: • Lead the end-to-end accounting cycle, ensuring transactions are recorded accurately and financial deadlines are consistently met. • Manage monthly close activities, including preparing journal entries, reviewing general ledger activity, and finalizing period-end reporting. • Perform detailed account reconciliations and investigate variances to maintain the integrity of financial data. • Develop budgets and assist with forecasting efforts, including preparation of cash flow projections to support operational planning. • Compile financial information and reporting materials for quarterly business reviews and leadership meetings. • Support audit readiness by organizing schedules, responding to requests, and coordinating documentation for financial statement audits. • Monitor property-related financial performance and provide clear analysis to help guide business decisions. • Partner with internal stakeholders to strengthen accounting processes and maintain effective controls across assigned responsibilities.
2026-05-13T00:00:00Z