12 results for Portfolio Manager in Plano, TX

Project Manager

Carrollton, TX
onsite
Permanent
85000 - 120000 USD / Yearly
A leading high-end architecture and construction firm is seeking a Project Manager to support the financial side of large, luxury residential projects. This is an excellent opportunity for an entry level Construction Science or Construction Management professional who wants hands-on experience in job costing, budgeting, and project financial organization. What You’ll Do<ul><li>Track project budgets and actual job costs</li><li>Review subcontractor/vendor invoices</li><li>Prepare construction billing packages</li><li>Monitor cost variances and maintain accurate financial records</li><li>Assist with planning budgets and estimating support</li><li>Partner with project managers, designers, and accounting</li></ul>Why This Role Stands Out ⭐<ul><li>Incredible team tenure: many employees have been here 10–25 years</li><li>Strong job security with a stable, well‑established and growing firm</li><li>Excellent benefits: 100% paid employee healthcare + 25 days PTO</li><li>Exposure to sophisticated design, engineering, and construction coordination</li><li>Clear growth path into senior project management</li></ul>
2026-04-02T00:00:00Z

Contracts Manager

Carrollton, TX
onsite
Permanent
0 - 0 USD / Yearly
This well known North Dallas Company is looking for a detail-oriented Contracts Manager to join their team. In this role, you will collaborate closely with business leaders to manage and negotiate contracts across various functions, including construction, leasing, and purchasing. This position requires a strong understanding of contract compliance, risk assessment, and negotiation strategies to ensure alignment with company protocols and objectives. Responsibilities:• Partner with business leaders to provide guidance throughout the procurement and negotiation phases.• Review and evaluate construction contracts, change orders, service agreements, and vendor agreements to identify compliance or liability risks.• Redline and revise contractual terms to align with company standards and minimize exposure.• Update and maintain standard contract templates to reflect company policies and best practices.• Conduct thorough assessments of technical documents to confirm required terms and identify potential issues.• Facilitate efficient turnaround of contract reviews while maintaining responsiveness to stakeholders.• Offer expert advice during negotiations to secure favorable terms for the company.• Ensure all contracts are accurately drafted and meet legal and regulatory requirements.• Collaborate with internal teams to address contractual concerns and resolve issues effectively.It's time you feel great about you. This open direct-hire position is calling out to you! Email your resume directly to:rosemarie.jones<at>roberthalf.<com>
2026-04-03T00:00:00Z

Finance Manager

Arlington, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an experienced Finance Manager to oversee financial operations and guide departmental strategies in accordance with organizational goals. This role requires a strategic thinker who can ensure compliance with regulatory standards while optimizing processes and resources. Based in Dallas, Texas, the ideal candidate will demonstrate strong leadership, analytical skills, and the ability to drive performance improvements. Responsibilities: • Develop and implement plans to ensure compliance with regulatory standards and organizational policies. • Communicate strategies effectively and manage departmental changes to align with organizational goals. • Promote exceptional customer service to enhance satisfaction among patients, employees, and physicians. • Evaluate staff education needs and provide necessary training to support attention to detail and growth. • Maintain a safe work environment by assessing and addressing patient safety requirements. • Oversee financial analysis processes, assigning tasks and reviewing results for accuracy. • Create and monitor annual capital and operational budgets to ensure financial compliance. • Analyze cost-effectiveness when considering new technologies, practices, or products. • Support revenue cycle initiatives to optimize financial performance. • Mentor and manage staff to foster a positive and productive work environment.
2026-03-30T00:00:00Z

Investment Officer

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals. Responsibilities:• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.• Identify new prospects and effectively communicate the value of investment products to expand the client base.• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.• Promote investment opportunities through both virtual and in-person communication channels.• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.• Collaborate with internal teams to align sales strategies with organizational goals and market trends.• Stay updated on market developments and financial instruments to provide clients with informed recommendations.• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.
2026-04-01T00:00:00Z

Product Manager

Plano, TX
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for an experienced Product Manager to oversee and enhance loan / mortgage origination systems within the banking and lending sector. This role focuses on optimizing system functionality, improving user experience, and ensuring compliance with industry standards. The ideal candidate will collaborate closely with cross-functional teams to deliver solutions that drive efficiency and elevate the borrower and employee experience. Responsibilities:• Manage the administration of loan origination systems, including user access, permissions, and system stability.• Troubleshoot and resolve technical issues to ensure seamless system performance.• Customize workflows, templates, and business rules to align technology with operational needs.• Conduct A/B testing and gather feedback to optimize system features and user experience.• Develop system documentation and create user guides to support operational processes.• Collaborate with internal teams and external vendors to implement system improvements and new features.• Analyze business requirements and translate them into actionable system enhancements.• Monitor system performance and initiate proactive maintenance to prevent disruptions.• Partner with compliance teams to ensure all configurations meet regulatory standards.• Drive the adoption of new technologies and features to improve efficiency and customer satisfaction.
2026-03-23T00:00:00Z

Finance Transformation Manager

Coppell, TX
onsite
Temporary
55 - 60 USD / Hourly
We are looking for a highly skilled Finance Transformation Manager to join our team on a long-term contract basis in Coppell, Texas. In this role, you will play a pivotal part in driving financial efficiency and transparency by working closely with cross-functional teams to support global shared services projects. Your expertise will help translate transformation activities into measurable financial outcomes while ensuring alignment with organizational goals and reporting standards.Hybrid work schedule: 3-4 days a week in the office in Coppell, Texas.This is a 3-month contract position. Responsibilities:• Collaborate with teams to quantify the financial value of transformation initiatives, including impacts on cost, revenue, working capital, and productivity.• Ensure that transformation impacts are accurately reflected in budgets, forecasts, and long-term financial plans.• Partner with Corporate FP&A and Finance stakeholders to deliver consistent reporting, forecasting, and executive summaries.• Work closely with the Transformation Office to translate operational activities into clear P&L and cash flow impacts.• Create and maintain standardized templates and governance routines for tracking business cases, variances, and executive updates.• Provide actionable financial insights to support leadership decisions, trade-offs, and transparency as the organization grows.• Oversee budget governance, including planning, forecasting, and controls, while linking these to transformation outcomes.• Enhance cost-to-serve transparency by implementing consistent allocation and reporting practices.• Establish robust governance for third-party costs by connecting expenses to performance metrics and KPIs.• Continuously refine templates, data controls, and reporting processes to improve speed, accuracy, and stakeholder confidence.
2026-04-06T00:00:00Z

Integration Project Manager

Addison, TX
onsite
Permanent
70000 - 95000 USD / Yearly
We are looking for an experienced Integration Project Manager. In this role, you will be responsible for leading and coordinating the integration of newly acquired centers into our established network. You will work across multiple departments to ensure seamless operational, financial, and HR alignment, while fostering strong relationships and maintaining a high level of professionalism. Responsibilities:• Oversee and manage full lifecycle integration efforts for newly acquired centers.• Design, pilot, and refine workflows to enhance the existing integration playbook.• Drive process standardization and consistency across the organization’s expanding footprint.• Act as the primary liaison between sellers, internal teams, and leadership to ensure alignment.• Coordinate the implementation and onboarding of core systems• Collaborate with teams in Finance, Operations, HR, and IT to facilitate smooth transitions.• Establish clear communication structures to support sellers before, during, and after acquisition.• Represent the organization with professionalism and strong executive presence.• Travel extensively (50–75%) to support integration efforts and maintain relationships.• Build scalable processes to improve sequencing, workflows, and overall integration efficiency
2026-04-08T00:00:00Z

Financial Planning & Analysis Manager

Coppell, TX
onsite
Permanent
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>
2026-04-09T00:00:00Z

Investments Accounting Manager

Dallas, TX
onsite
Permanent
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.
2026-04-10T00:00:00Z

Project Accountant

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Project Accountant to join our team in Dallas, Texas. This role requires expertise in managing project budgets, tracking costs, and ensuring accurate billing and revenue recognition. The ideal candidate will have a strong background in accounting within construction projects and a commitment to delivering accurate financial insights. Responsibilities:• Monitor and maintain project budgets, costs, and financial commitments to ensure alignment with objectives.• Analyze job costs against budgets, identifying discrepancies and potential risks.• Set up new projects within the accounting system, including establishing cost codes and budgets.• Review and process project-related expenses, subcontractor invoices, and purchase orders to ensure accuracy.• Verify that costs are properly coded to the appropriate project and phase.• Prepare and submit monthly progress billings, including AIA documentation such as G702/G703 forms.• Collaborate with project managers to gather percent-complete data and ensure accurate revenue recognition.• Track retainage, lien waivers, and billing schedules to maintain compliance and financial accuracy.• Manage time & materials (T&M) and lump sum billing as required, supporting collections and follow-ups on outstanding invoices.• Review subcontractor pay applications for compliance, accuracy, and proper documentation. If interested, please send your resume to [email protected]
2026-04-08T00:00:00Z

Project Accountant

Grand Prairie, TX
onsite
Permanent
90000 - 105000 USD / Yearly
We are looking for an experienced Project Accountant to manage the financial aspects of construction projects from initiation to completion. This position is integral to ensuring accurate financial tracking, compliance with accounting standards, and effective collaboration with project teams. The ideal candidate will have expertise in construction accounting and a strong ability to analyze and report on project finances. Responsibilities: • Oversee comprehensive project accounting for multiple active construction initiatives. • Handle revenue recognition tasks using percentage-of-completion accounting methods and prepare related journal entries. • Maintain precise job cost reports, forecasts for costs to complete, and margin analyses for projects. • Process monthly billings, including progress payments, retainage, and adjustments for change orders. • Reconcile project-related accounts such as accounts receivable and accounts payable. • Collaborate with Project Managers to monitor budgets, address variances, and assess financial risks. • Prepare monthly financial forecasts for projects and contribute to both internal and external reporting. • Assist in month-end and year-end close processes, including audits and financial reviews. • Ensure adherence to company policies and industry best practices for construction accounting. • Support initiatives to improve processes and implement system enhancements related to project accounting.
2026-04-01T00:00:00Z

Banking Project Manager (contract position)

Dallas, TX
onsite
Temporary
75 - 75 USD / Hourly
We are looking for a skilled Banking Project Manager with expertise in mergers and acquisitions to lead a high-impact integration project in Dallas, Texas. This long-term contract position involves managing the migration of banking platforms, overseeing customer data conversions, and ensuring seamless project execution. The ideal candidate will play a critical role in driving strategic initiatives and delivering exceptional results in a fast-paced environment.This is a 6+ month contract positionHybrid work schedule: 3-4 days onsite in Dallas, TX office 75225Must have Banking industry experienceMust have banking client conversion experience (mergers & acquisitions experience)Must have experience with FIS platforms: Digital-One or IBS Banking Project Manager (contract position):Responsibilities:• Lead the planning and execution of bank acquisition and integration projects, ensuring all deliverables align with organizational goals.• Manage the migration of customer data and banking platforms, including online banking and deposit account conversions.• Collaborate with cross-functional teams to develop test plans, cutover strategies, and ensure timely project delivery.• Communicate changes effectively to internal and external stakeholders, addressing platform updates and process modifications.• Identify potential risks and implement mitigation strategies, escalating critical issues to leadership as needed.• Support business transformation efforts by contributing to portfolio and deposit transaction growth during acquisition activities.• Oversee command center operations during key cutover and migration phases, with onsite presence as required.• Facilitate workshops and working groups, ensuring collaboration across departments and stakeholders.• Provide comprehensive project reporting and documentation to senior management, ensuring transparency and accountability.• Drive excellence in change management, fostering smooth transitions and stakeholder satisfaction.
2026-04-13T00:00:00Z