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7 results for Operations Manager Financial Services in Plano, TX

Revenue Operations Manager

Dallas, TX
onsite
Permanent / Full Time
140000 - 150000 USD / Yearly
We are looking for a Revenue Operations Manager to lead the daily execution of revenue operations. This position plays a central role in connecting Sales, Finance, Operations, and executive stakeholders to strengthen forecast reliability, improve pipeline visibility, and support disciplined pricing decisions. The ideal candidate combines strong commercial judgment with a hands-on approach, bringing order to complex environments while helping teams stay aligned on performance and revenue outcomes. Responsibilities:• Lead the weekly forecasting cycle across business segments and provide clear updates on pipeline health, risks, and expected revenue performance.• Maintain high standards for CRM data quality and reinforce disciplined opportunity tracking to support reliable reporting and decision-making.• Work closely with sales leaders to improve forecast precision, strengthen accountability, and create consistency in revenue planning practices.• Prepare executive-ready reporting materials and summarize business insights using tools such as Excel, PowerPoint, Salesforce, and Power BI.• Refine and align sales processes across regions and channels to increase efficiency and improve execution throughout the revenue cycle.• Analyze conversion trends, identify breakdowns in the pipeline, and recommend practical actions that improve progression and close rates.• Support pricing reviews and deal structuring decisions while helping protect margin and ensure compliance with approval policies.• Partner with Finance, Operations, Procurement, and Product teams to resolve issues affecting revenue timing, reporting accuracy, and deal execution.• Enhance dashboards, reporting frameworks, and automation to deliver more accessible, accurate, and actionable performance insights.
2026-07-10T00:00:00Z

Investment Operations Analyst

Fort Worth, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for an Investment Operations Analyst to support a fast-paced financial services organization in Fort Worth, Texas. This role focuses on delivering accurate investor communications, coordinating fund activity, and maintaining high-quality reporting for institutional clients. The position offers meaningful exposure across internal teams and is well suited for a highly organized individual who enjoys analyzing data and improving reporting processes. Join a leading Fort Worth investment firm managing billions in credit and alternative assets. We're seeking a sharp, detail-driven Analyst to own investor reporting, capital calls, and distribution processes for institutional clients. You'll work cross-functionally with Trading, Legal, and Client Coverage teams, build reporting using Excel's most powerful tools (Power Query, VBA), and directly shape how top-tier investors experience our firm. Ideal for a self-starter who thrives on solving data puzzles and wants real ownership from day one. Hybrid schedule, downtown Fort Worth office. 2-5 years finance/accounting experience required. Joe.Faradie at roberthalf com this is the best way to apply
2026-07-17T00:00:00Z

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.
2026-07-08T00:00:00Z

Contracts Manager

Carrollton, TX
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for an experienced Contracts Manager to support legal and business teams with a wide range of commercial agreements in Carrollton, Texas. This role focuses on reviewing, negotiating, and improving contracts tied to construction, leasing, procurement, and vendor relationships while helping reduce contractual risk. The ideal candidate brings strong judgment, clear communication, and the ability to manage multiple matters in a fast-moving environment. Responsibilities: • Partner with business stakeholders throughout sourcing, negotiation, and agreement execution to provide practical contract guidance. • Examine draft contracts, amendments, releases, and service or supplier agreements to identify legal, compliance, and financial risk. • Mark up and negotiate commercial terms in construction-related and other operational agreements to protect company interests. • Maintain and refine standard contract forms so they align with current legal standards and internal practices. • Work closely with the legal team on daily priorities, escalations, and broader departmental initiatives. • Interpret contract language and technical documentation to confirm obligations, required provisions, and exposure areas. • Support timely contract turnaround by balancing responsiveness with careful issue spotting and follow-through.
2026-07-22T00:00:00Z

Office Manager

Plano, TX
onsite
Temporary / Contract
24 - 30 USD / Hourly
Position SummaryThe Executive Assistant / Office Manager is responsible for supporting executive leadership while overseeing daily office operations. This role combines high-level administrative support with office management responsibilities and requires someone who thrives in a fast-paced, hands-on environment.Responsibilities<ul><li>Provide direct support to executive leadership.</li><li>Manage executive calendars, travel, and meeting coordination.</li><li>Oversee office operations, supplies, vendors, and facilities.</li><li>Coordinate internal meetings, events, and employee functions.</li><li>Assist with onboarding activities and office logistics.</li><li>Prepare reports, presentations, and confidential correspondence.</li><li>Support special projects and company initiatives.</li></ul>
2026-07-27T00:00:00Z

Office Manager

Grapevine, TX
onsite
Temporary to Hire
29.6875 - 34.375 USD / Hourly
We are looking for an experienced Office Manager to support a property management team in Texas. This contract opportunity is ideal for someone who thrives in a fast-paced environment and can balance administrative coordination, vendor communication, and office operations effectively. The position plays a key role in keeping records organized, supporting departmental priorities, and ensuring tenants, vendors, and internal partners receive timely assistance. Responsibilities: • Oversee day-to-day administrative activities for the property management group, ensuring documents, reports, and correspondence are prepared, organized, and properly maintained. • Coordinate communication with tenants, vendors, shoppers, and internal teams, providing prompt follow-up and attentive support across a variety of requests. • Prepare operational documents such as handoff notices, service-related correspondence, internal memos, reports, and agreement summaries for management review. • Maintain accurate records for vendor contracts, insurance certificates, invoices, termination notices, and related files to support compliance and audit readiness. • Track department expenses, assist with reporting, and update spreadsheets used to monitor agreements, operational metrics, and key initiatives. • Review lease information and assist with research related to tenant compliance matters, service questionnaires, surveys, and management documentation. • Support broader department goals by helping with dashboard updates, workflow coordination, contract tracking, sales reporting, and maintenance of reference materials. • Provide guidance to administrative staff when needed and contribute to training efforts that improve consistency and team efficiency.
2026-07-30T00:00:00Z

Office Manager

Irving, TX
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
Construction Office Manager - Direct Hire Key ResponsibilitiesAccounts Payable• Manage full-cycle accounts payable processing• Utilize QuickBooks Online / QuickBooks for daily accounting functions• Prepare and process AIA billing (G702/G703) for construction projects Human Resources Administration• Handle general HR tasks and employee support for office and field staff• Manage new-hire onboarding for a workforce of 125+ employees• Administer employee benefits programs• Maintain accurate employee records and HR documentation• Oversee day-to-day office operations and administration• Support a team of 8 office employees and 120 field employees• Serve as a central point of contact for office needsRequired Qualifications• Accounts payable experience• QuickBooks Online or QuickBooks experience (required)• AIA billing experience• HR administrative background (onboarding, benefits administration, general HR tasks)• Office management experiencePreferred Qualifications• Procore experience• Payroll experience (ability to serve as payroll backup is desired)• Executive/Personal Assistant skill setBenefits• Health insurance — 100% employer-paid• 401(k) with company match• PTO Joe.Faradie at roberthalf com - this is the best way to apply
2026-07-21T00:00:00Z