53 results for Financial Analyst Entry Level in Willis, TX

Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our detail-oriented services team in Houston, Texas, United States. As a Sr. Financial Analyst, your role will involve gathering and analyzing financial information, preparing comprehensive financial reports, and ensuring the accuracy of our financial records. Your role will also involve coordinating the preparation of our monthly financial package and assisting with the implementation and upkeep of internal controls. Responsibilities:• Gather and analyze financial data to identify trends and provide insightful explanations• Prepare and submit complex journal entries, ensuring all necessary data is collected and costs are accurately analyzed or allocated• Analyze general ledger accounts to verify accuracy and ensure proper accruals in accrual accounts• Conduct monthly and quarterly account reconciliations, providing thorough support and analysis• Coordinate the preparation of the monthly financial package, reviewing for accuracy• Participate in monthly financial meetings to discuss and review financial reports• Assist in the preparation of annual budgets for the risk management insurance program• Track and resolve issues within the department and in partnership with other groups• Recommend changes, updates, and processes for continuous improvement in areas of responsibility• Assist with the execution, maintenance, and application of internal controls to ensure compliance with business systems, accounting functions, and auditing processes. For immediate consideration, contact Mark, [email protected]

Sr. Financial Analyst We are seeking a FP& A Manager for our multi-billion dollar revenue client in West Houston. In this role, you'll be handling all corporate FP& A communications across the organization, manage FP& A Activities, build and maintain key reports for specific activities for month-end, forecast, and budgeting, among other responsibilities. Responsibilities:• Manage FP& A activities• Oversee Budgeting, Forecasting, Financial Statements• Communicate with Business Leaders to make informed financial and business decisions• Financial Reporting• Variance Analysis• Build and maintain Financial Models• Train and Mentor FP& A team• Work Closely with Accounting

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst with an established, growing company here in Houston, Texas. This role is vital to the team, with responsibilities revolving around financial planning and analysis. You will be working in a dynamic environment and will be responsible for processing complex financial data to inform strategic decisions. Responsibilities: • Analyze and interpret financial data to aid decision-making processes• Develop comprehensive financial models and strategic planning principles• Extract, organize, and synthesize complex financial data for strategic decision-making• Collaborate effectively across diverse teams and geographical locations to ensure smooth operations• Utilize advanced skills in Excel for formulas, modeling, pivot tables, and data extraction• Work with Microsoft Dynamics F& O and Power BI to manage and analyze financial data• Influence stakeholders and provide strategic recommendations to facilitate decision-making• Maintain an organized, efficient, and result-oriented work environment• Handle presentations to various leadership levels with executive presence• Monitor and manage ambiguity and transformational changes in the business environment.

Financial Analyst We're searching for a dynamic go-getter who is both organizationally competent and experienced in thriving in swift, change-driven business settings. As a Corporate Finance Associate, and under the guidance of the Director of Finance, you will serve as the keystone of our financial team, performing financial and business scrutiny, yearly budget formulation, forecast modeling, and cashflow control.This role necessitates consistent interaction with multiple departments within the organization to gather and communicate key financial and operational data.For those looking to grow, the role provides a promising trajectory to liaise closely with the higher echelons of the company, broaden your understanding of corporate fiscal operations, and become part of the team propelling company growth.Roles and responsibilities:<ul><li>Performing assorted financial analysis including value estimates, financial situation modeling, and situational scrutiny to inform operational decision-making.</li><li>Strengthening financial performance by aiding the formulation of budgets and forecasts, preparing monetary predictions, and analyzing any variance.</li><li>Contributing to capital market activities including tasks related to equity and debt finances, investor relations, and preparing information for investor and stakeholder briefings.</li><li>Crafting financial reports and presentations for diverse audiences, including internal parties (management and board of directors) and external stakeholders, ensuring every document meets the standards of accuracy and regulatory compliance.</li><li>Handling liquidity management tasks like weekly cash forecasting, intercompany reconciliation, and banking requests.</li><li>Lending a hand in diverse special projects, offering analytical insights, and proposing recommendations.</li></ul>

Financial Analyst Medical Company Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Medical Client in West Houston. This company continues to grow and reports directly to senior leadership. Candidate will support the financial decision making process, help facilitate cost reduction and revenue growth, monitor department spend, measure financial performance, help measure budget against plan, help put together presentation detail for CFO and help build the forecast across the organization. Candidate must have a Bachelor’s Degree, 2 plus year’s FP& A experience, a Mastery of Microsoft Excel, working for Hospital or Clinics is a must. Company's compensation make up is base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Financial Analyst in the subject line.

D365 F&O Sr BA We are seeking a D365 F& O Sr BA to join our team in the automotive industry based in Houston, Texas. In this role, you will serve as a specialist on Dynamics 365 F& O and Dynamics AX 2012, providing support to finance, accounting departments, and shared services teams. You will also be responsible for system analysis and support, financial modules and reporting, integrations and data management, and testing and system enhancements. This role offers a contract to permanent employment opportunity. Responsibilities: • Provide expertise and support for Dynamics 365 F& O and Dynamics AX 2012, acting as a key contact for finance, accounting, and shared services teams. • Analyze and address system issues, escalating more complex cases as necessary. • Collaborate with business users to understand requirements, adjust system settings, and suggest process improvements. • Maintain up-to-date system documentation, configurations, and user guides to aid in ERP operations. • Provide knowledge in General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, Organization Management, Treasury Automation Suite, Procurement & Sourcing, and Cash & Bank Management modules. • Support SSRS, Financial Reporter, and Power BI reporting for financial and operational data insights, assisting in financial period closing activities. • Collaborate with IT teams to support integrations between Dynamics 365 F& O and external systems, performing data validation, reconciliation, and migration tasks. • Participate in the Dynamics 365 upgrade project, assisting with data mapping, cleansing, and all testing activities. • Participate in testing new features, patches, and upgrades, documenting and communicating system enhancements, configuration changes, and business impacts to key stakeholders. • Assist with user training and knowledge transfer for ERP processes and best practices, working closely with finance, accounting, treasury, procurement, and IT teams to align ERP solutions with business needs. • Provide technical guidance and mentorship to entry level analysts and Dynamics 365 F& O users.

Financial Planning Analyst We are offering an exciting opportunity for a Financial Planning Analyst in Houston, Texas. You will be instrumental in handling customer accounts, processing financial plans, and supervising new client onboarding. Your role will also include tracking and resolving customer inquiries, and working in a team environment with other analysts. Responsibilities:<ul><li>Conduct in-depth assessments of clients’ financial situations, including income, expenses, investments, and liabilities.</li><li>Analyze clients' financial goals, risk tolerance, and retirement needs.</li><li>Prepare personalized financial plans based on clients' short- and long-term goals.</li><li>Advise clients on retirement planning, including 401(k), IRA, pension plans, and other retirement savings accounts.</li><li>Help clients determine how much they need to save for retirement and create a strategy to meet those targets.</li><li>Plan for retirement income strategies and minimizing tax liabilities in retirement.</li><li>Collaborate with tax professionals and attorneys to assist clients in tax planning and minimizing tax liabilities.</li><li>Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of trusts, wills, and life insurance.</li><li>Provide guidance on charitable giving strategies to support clients’ philanthropic goals.</li><li>Assess clients' insurance needs and recommend policies for life, health, disability, and long-term care insurance.</li><li>Advise clients on managing personal and business risks and mitigating potential financial losses.</li><li>Educate clients on financial products, investment principles, budgeting, and other areas of personal finance.</li><li>Help clients make informed decisions about saving, spending, and investing their money.</li><li>Foster long-term relationships with clients by acting as a trusted advisor and providing continuous guidance.</li><li>Monitor clients' financial situations on a regular basis, making adjustments to plans and investments as needed.</li><li>Review financial plans with clients annually to ensure that their goals are on track and modify strategies based on life changes or new financial circumstances.</li></ul>For immediate consideration, contact [email protected]

Merger and Acquisition Senior Analyst Exciting opportunity to join an International testing and inspection company looking to diversify its business to the renewable space. They are looking for a M& A Senior Analyst to be involved in all phases of the M& A process, interact with various stakeholders, and develop strong acquisition business cases. Responsibilities: • Undertake thorough research to identify potential acquisition targets and assess their strategic fit within the sector.• Ensure meticulous management and reporting on the M& A deal pipeline to align with the Investment Committee.• Collaborate with regional finance teams to build financial models and perform valuations, thereby informing strategic decision-making.• Engage with external partners to guarantee timely and high-quality deliverables.• Participate in due diligence processes, including the analysis of financial, operational, and legal documents to assess risk.• Craft compelling acquisition business cases for senior stakeholders to drive strategic decision-making.• Work closely with internal teams to support negotiations, synthesizing findings into actionable insights.• Coordinate with Post-Merger Integration teams to ensure a seamless transition during the pre-integration planning stage.

Sr. Financial Analyst We are in the search for a Sr. Financial Analyst to become a part of our team. The selected individual will be tasked with managing intricate financial models, conducting financial analysis, and delivering strategic financial insights for our team. This position is based in Houston, Texas, 77079, United States. Responsibilities• Oversee the creation and upkeep of intricate financial models to facilitate strategic decision-making• Regularly conduct financial analysis to identify and address trends, anomalies, and potential issues• Perform what-if scenario analysis to evaluate the potential financial effects of business decisions and market conditions• Execute the annual budgeting and monthly forecasting process in collaboration with department heads• Track actual performance against budget and forecast through variance analysis, identifying key factors and suggesting necessary corrections• Cater to ad-hoc analysis requests by carrying out financial due diligence, valuation analysis, and aiding in integration planning• Create and present financial reports and analysis, providing insights into key financial metrics and trends• Evaluate and enhance financial processes, systems, and procedures on a continuous basis to ensure efficiency, accuracy, and adherence to regulations and standards• Work cross-functionally with other departments such as Accounting, Operations, and Business Development to support strategic initiatives and improve financial processes. For immediate consideration, please email your resume to Emily at [email protected]

Financial Analyst We are offering an exciting opportunity for a Financial Analyst in Houston, Texas. As a Financial Analyst, your role will encompass the use of various accounting software systems, CRM, and data mining techniques to manage and interpret financial data. This role is instrumental in assisting with critical accounting functions, auditing, and capital management. Responsibilities: • Utilizing Accounting Software Systems to manage and analyze financial data • Employing ADP - Financial Services to perform various accounting functions • Managing customer relationships through the effective use of CRM • Creating detailed financial reports using Crystal Reports • Implementing data mining techniques to extract and analyze financial data • Ensuring accurate accrual accounting practices are followed • Conducting thorough and accurate auditing processes • Assisting in the development and management of budget processes • Overseeing capital management to ensure financial stability • Leveraging Microsoft Power BI for detailed financial data analysis and visualization.

Sr. Financial Analyst We are offering an exciting opportunity for a Sr. Financial Analyst in Houston, Texas. This role is integral to our team and will involve handling critical accounting functions, auditing, capital management, and financial modeling in our industry. Responsibilities: • Utilize business systems for efficient data management and reporting • Implement data mining techniques to analyze financial data • Oversee and manage accounting functions to ensure accurate financial records • Conduct regular audits to verify the accuracy of financial data and procedures • Participate in budget processes, including planning, tracking, and analysis • Contribute to capital management strategies and decisions • Use Microsoft Power BI for data visualization and business intelligence tasks • Coordinate consolidations of financial data and reports • Develop and employ financial models for forecasting and decision-making purposes • Lead the budgeting and forecasting process to support financial planning.

Sr. Financial Analyst We are in the market for a Senior Financial Analyst to join our team in Houston, Texas. This role is centered on forecasting and budgeting future financial results for our Automobile Lease Portfolio. The successful candidate will work closely with accounting management and senior management to prepare monthly, quarterly, and annual analytics. Responsibilities: • Prepare and review lease accounting records and supporting data to provide insight and additional metrics on data analysis. • Assist in the preparation of the annual budget and monthly forecasting. • Conduct analysis and provide insight into the company’s operation to achieve more profitable results. • Prepare ad-hoc and other reports as directed by management. • Identify ways to promote efficiency within the financial reporting process and implement best practices. • Protect the organization’s value by keeping information confidential. • Prepare variance analysis on a monthly and ad hoc basis. • Adhere to department policies and procedures. • Forecast and budget financial resources. • Perform financial analysis and modeling. • Allocate expenses accurately. • Prepare comprehensive financial statements.

Trade Settlements Analyst Hybrid Role Follow Shad Lira on LinkedIn at #chalkboardtalk for videos on his open roles in the Houston area. Shad and his team at Robert Half is working with a Renewables client in downtown Houston. This newly created Trade Settlements will <ul><li>Process trade confirmations, settlements, and discrepancies to ensure accuracy and compliance with industry regulations.</li><li>Coordinate with trading and financial teams to resolve issues through collaboration and effective communication.</li><li>Maintain accurate records of all trades and settlements, providing reports for reconciliation purposes.</li><li>Support the monthly and quarterly close processes, contributing to timely financial reporting</li></ul>Candidate must have a Bachelor’s Degree, 3 plus year’s of Trade Settlements experience, advanced Microsoft Excel and energy trading industry a must! Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Trade Settlement Accountant in the subject line.

Financial Planning & Analysis Manager We are looking for an experienced Financial Planning & Analysis Manager to join our team in Houston, Texas. In this role, you will lead the financial planning process, provide strategic insights, and drive decision-making through detailed analysis and reporting. This is an excellent opportunity to contribute to the company’s growth by improving financial processes and guiding strategic initiatives. Responsibilities:• Lead the development and enhancement of budgeting, forecasting, and financial modeling tools.• Evaluate and analyze trends in revenue, costs, expenses, and capital expenditures to identify opportunities for improvement.• Monitor key performance indicators, identify variances, and provide actionable insights to address unexpected outcomes.• Supervise and mentor financial analysts to ensure accurate and timely reporting.• Generate ad-hoc reports and analyses to support decision-making.• Prepare detailed monthly and quarterly financial reports for review by senior management.• Implement business intelligence tools and dashboards to improve visibility into organizational performance.• Assess and improve financial processes to enhance efficiency and support strategic goals.• Build and maintain complex financial models to support business initiatives and long-term planning.• Present financial data and strategic recommendations to the board of directors and senior leadership. For immediate consideration, please contact Emily at [email protected]

Treasury Analyst We are in search of a Treasury Analyst to join our team in Houston, Texas. This role is focused on commercial credit and banking, and involves maintaining accurate financial records, initiating banking transactions, analyzing banking fees, and ensuring compliance with all required documentation. You will also assist in maintaining online banking systems and resolving banking issues. Treasury Analyst:• Oversee and control bank accounts and credit facility documents• Keep an updated electronic listing of all bank accounts and electronic files of bank paperwork• Prepare reports on issued check exceptions and stop payment requests• Initiate AP ACH and wire transactions• Review bank fees and propose cost-saving strategies• Guarantee compliance with all documentation for cash movement, policies, and internal controls• Compile periodic credit facility reporting documents• Assist in maintaining all online banking systems• Investigate and resolve banking issues and analyze bank services• Aid with cash management tasks, including estimates, calculating net cash position, analyzing bank activity, and assessing investing/borrowing activity• Assist with the analysis of operating cash flow and financial records to project future financial position and budget requirements• Participate in Treasury & Finance Department responsibilities related to acquisitions• Reconcile Treasury with the general ledger, assist accounting with the bank reconciliation process, and provide supporting documentation• Provide support to corporate accounting with inquiries for cash journal entries, coding, and preparing GL account analysis• Assist the Finance and Treasury group with monthly expense reports• Coordinate time off within the department to ensure timely coverage.

Allocation Analyst II - US Allocation Analyst II – US Immediate opening for an Allocation Analyst to work onsite in Houston, TX 77056 The duties of the Allocation Analyst will include: • Analyzes corrects and reports daily and monthly volume allocations • Provides accurate and timely accruals and close volumes to revenue accounting • Constructs allocation networks new wells gathering systems and production measurement equipment in Avocet. • Maintains relationships with field operators foreman and superintendents in the use of Avocet/Field Operator data entry • Reconciles volume variances between allocated volumes estimated daily volumes and purchaser statements using Avocet and Spotfire • Prepares and files state and federal production reports • Organizes enters and reconciles crude oil and water tickets to 3rd party statements • Works with various teams to ensure and provide additional data that all daily and monthly allocations are accurate down to the well level. • Processes PPAs when necessary. • Understands field equipment and process flows • Prepares partner reports of monthly reporting • Participates in system upgrades and testing. SKILLS / QUALIFICATIONS for the Allocation Analyst • Minimum Associates degree in Mathematics, Computer Science, or Energy Technology or related • Business/Finance or similar with Bachelor’s degree preferred. • Minimum of 5 years of Oil and Gas Industry experience • Minimum of 3 years of Oil and Gas production accounting and regulatory reporting experience • Understands production accounting including allocation methods and reconciliation. • Understands measurement field data capture process flows and production networks. • Ability to analyze data and reach own conclusions. • Professional oral and written communication style. • Ability to successfully manage multiple tasks and meet deadlines. • Conflict resolution skills. • Must possess good Excel skills. • Must possess good organizational skills • Must be detail oriented with the ability to multi-task with attention to accuracy • Must be team player that possess the ability to adapt to a changing and fast paced work environment

Real Estate Analyst We are seeking a Real Estate Analyst with multi-family or commercial real estate experience to support our development initiatives. This role involves financial modeling, budgeting, forecasting, and site visits to assess construction projects and property investments. The analyst will also present findings to executive leadership and the board, requiring strong communication skills and executive presence.Real Estate Analyst Responsibilities:<ul><li>Evaluate development proposals, site plans, and financial models for compliance with regulations.</li><li>Conduct field visits to construction sites and potential properties.</li><li>Build and maintain budgets, forecasts, and financial models to support strategic decision-making.</li><li>Assist with affordable housing initiatives, LIHTC, Section 8, CDBG-DR funding, and compliance.</li><li>Present financial and real estate analyses to executives and the board.</li><li>Support reporting, data analysis, and stakeholder engagement.</li></ul>

Accounting Manager Greenway Plaza area Accounting Manager or Senior Accounting Manager DOE – Lead, Strategize, and Drive ExcellenceLocation: Houston, TXSalary: Commensurate with experience Are you a strong accounting professional with 7+ years of experience seeking to advance your leadership career? Our client is looking for a motivated Accounting Manager/Senior Accounting Manager to oversee accounting functions and mentor a high-performing team. This is an excellent opportunity to make a strategic impact in a growing and dynamic environment. Your Role as the Accounting Manager/Senior Accounting ManagerThe Accounting Manager/Senior Accounting Manager will oversee key accounting operations and play a pivotal role in the preparation, accuracy, and strategy behind our financial reporting. You will have the unique opportunity to connect accounting insights with business goals, all while fostering an environment of continuous learning and collaboration. Key Responsibilities:Lead and manage day-to-day accounting functions, including full-cycle GL accounting.Oversee the preparation of journal entries, account reconciliations, and reporting schedules.Lead month-end and year-end close processes to ensure timely and accurate reporting.Provide strategic insights into financial results and partner with leadership to shape business decisions.Ensure compliance with GAAP by actively researching and implementing accounting standards.Support internal and external audits, ensuring compliance and readiness.Collaborate cross-functionally with teams, including operations, engineering, contracts, and finance, to meet organizational objectives.Coach and mentor team members to promote skill development and performance excellence.Drive process improvement initiatives to enhance operational efficiency and scalability. What We’re Looking ForBachelor’s degree in Accounting (required); CPA designation strongly preferred.A minimum of 7+ years of progressive accounting experience, including leadership roles.Previous experience in midstream, energy, or a related industry is a strong plus.Strong organizational, strategic planning, and time management abilities.In-depth knowledge of GAAP and accounting principles; experience with complex accounting methodologies a plus.Proven ability to adapt and thrive in a fast-paced, high-growth organization.Advanced proficiency in Microsoft Office 365, particularly Excel (pivot tables, data analytics).Exceptional analytical, problem-solving, and communication skills. What We OfferCompetitive compensation package commensurate with experience.Opportunities for professional development, certifications, and growth.A collaborative, dynamic, and supportive team environment.The ability to make a direct and visible impact on the company’s financial success. Apply today to take the next step in your career! For confidential consideration call 713.581.8027 and ask for Jacob Shupe or email [email protected]

Financial Planning & Analysis Manager Position: Senior Finance Leader – Corporate FP& ALocation: Houston, TX (Hybrid Preferred – Remote Considered for the Right Candidate)Industry: Global, Public CompanyRelocation Assistance AvailableAre you an experienced finance professional with strong multi-entity FP& A experience ready to step into a highly visible role supporting senior leadership across a global, public company? Our client is seeking a dynamic Senior Finance Leader to join their Corporate FP& A team. This high-impact role offers exceptional career growth potential and the opportunity to rotate into more senior leadership positions within the organization.Key Responsibilities:<ul><li>Serve as the primary FP& A contact for 8–9 business units</li><li>Lead budgeting, forecasting, and variance analysis for assigned departments with full ownership of financial planning.</li><li>Advise business leaders on strategic spend decisions and monitor adherence to financial targets.</li><li>Deliver high-quality presentations to senior executives and communicate financial insights clearly and confidently.</li><li>Support quarterly reporting processes with hands-on involvement in key deliverables.</li><li>Partner with the Accounting team to resolve departmental questions and ensure alignment, without directly handling technical accounting matters.</li><li>Work closely with internal stakeholders across functions and divisions, helping guide strategic and operational decisions through financial insight.</li></ul> Work Environment & Perks:<ul><li>Hybrid work environment strongly preferred (Houston-based): just a few days per month in-office, especially around quarter-end.</li><li>Fully remote is a close second option for exceptional candidates in the Central or Eastern time zones.</li><li>Occasional travel (domestic and international), expected to be less than 5% annually.</li><li>Exceptional work-life balance, with an average of 45 hours/week, apart from 8 intensive days during quarterly close.</li><li>The hiring manager has an outstanding record of employee retention and offers flexibility and time off to balance peak workloads.</li><li>Opportunity for career advancement and rotational growth within the organization after demonstrated success in this role.</li></ul> Interested candidates should possess:A mix of business acumen, ownership mentality, and the ability to operate comfortably in a visible, strategic role. Prior experience in public accounting or investment banking is valued only in combination with direct FP& A and budget ownership experience.

Accounting Manager/Supervisor Accounting Manager – Nonprofit Sector (Grant Accounting & Compliance Specialist)Join a mission-driven nonprofit making a real difference! We are looking for a highly skilled Accounting Manager with grant accounting and compliance expertise to lead financial operations and help ensure grant fund utilization aligns with donor and regulatory requirements. What You’ll Do:<ul><li>Oversee grant accounting processes, including CFDA tracking, Federal Cash Status Reports (FCSA), and Federal Financial Reports (FFR).</li><li>Ensure compliance with UGMS and CFR 200, as well as nonprofit accounting standards (GAAP).</li><li>Prepare budgets, financial reports, and support audit processes.</li><li>Lead and mentor accounting staff to ensure efficiency and productivity.</li></ul> What You Bring:<ul><li>Bachelor’s Degree in Accounting, Finance, or related field (CPA/CMA preferred).</li><li>Must-Have Knowledge: CFDA, FCSA, FFR, UGMS, CFR 200. (If you don’t know these, this role isn’t a fit.)</li><li>5-7 years accounting experience, including 3+ years managing grant accounting and nonprofit compliance.</li><li>Strong organizational, analytical, and leadership skills.</li></ul> If you are ready to make an impact with your expertise in nonprofit grant accounting, we want to hear from you!

Tax Manager NEW in HOUSTON, TX! Are you a Tax Manager with a background in Real Estate Investment Trusts (REITs)? If so, our client is seeking a detail-oriented Tax Manager to join their growing team. This role offers the perfect opportunity to showcase your expertise, collaborate with talented teams, and work on challenging projects in a dynamic and growing organization.In this role, you will work closely with Sr, Leadership to develop and build out the tax function and liaise with external stakeholders for this growing privately held organization. Key Responsibilities:<ul><li>Tax filings and compliance: Manage and coordinate the preparation and filing of federal, state, and local tax returns, ensuring compliance with REIT regulations and deadlines.</li><li>REIT compliance testing: Oversee quarterly and annual REIT compliance testing, including income, asset, and distribution requirements.</li><li>Tax planning: Develop and implement tax planning strategies to maximize tax efficiency and maintain REIT status under IRC Sections 856-860.</li><li>Cross-functional collaboration: Partner with accounting, legal, and finance teams to provide tax insights and support due diligence for acquisitions, dispositions, and property-level transactions.</li><li>Tax projections: Prepare federal and state income tax estimates and respond to ad-hoc information requests.</li><li>Accounting disclosures: Manage tax-related accounting disclosures and provide input on tax components for financial models.</li><li>Non-income tax functions: Support property and sales tax monitoring.</li><li>Legislative updates: Monitor regulatory changes impacting REIT taxation and advise leadership on potential impacts.</li><li>Partnerships and structures: Review partnership agreements, joint ventures, and taxable REIT subsidiaries (TRS) for tax implications and structuring opportunities.</li><li>External relationships: Manage relationships with external tax advisors, auditors, and regulatory authorities.</li></ul> Bring your REIT tax expertise to the forefront as a Tax Manager with our client and take your career to the next level!

Chief Credit Officer We are seeking a Chief Credit Officer to join our team in College Station, Texas. In this role, you will be tasked with the oversight and management of our credit administration, compliance, collections, and credit analysis functions. This position is instrumental in maintaining the integrity of our loan portfolio and preventing loan losses. Responsibilities: • Oversee and manage the credit administration, compliance, collections, and credit analysis functions. • Review and manage financial institution loan policy and procedures to prevent loan losses. • Oversee the full range of manager duties for the Credit Administration. • Conduct analyses on all large loans and aggregate lending. • Ensure the policy and procedure of the loan portfolio are effectively managed. • Monitor and manage a team of credit officers. • Handle customer inquiries and resolve any issues efficiently. • Process customer credit applications accurately. • Maintain accurate records of customer credit. • Monitor customer accounts and take appropriate action when necessary.

IT Audit Manager For immediate confidential consideration, see Edward Welch Linked In profile for contact information. Growing public accounting firm hiring a top-notch IT Audit Manager or Senior IT Audit Manager to join their team! We are offering an exciting opportunity for an IT Audit Manager to join our team based in Houston, Texas. This role is key to our business, where you will be tasked with addressing issues and risks related to internal control systems over accounting and financial reporting. You will conduct reviews and assist organizations to improve risk management and internal controls. This role is perfect for someone with a strong background in IT general computer controls and application controls testing. Responsibilities: • Assist in addressing issues and risks concerning internal control systems over accounting and financial reporting• Conduct reviews and test IT general computer controls and application controls on information systems• Contribute to improving risk management and internal controls within the organization• Continually develop skills for self and staff through an educational program• Perform other duties as necessary to support the audit engagement team• Utilize Accounting Software Systems, Audit Program, Business systems, ERP - Enterprise Resource Planning, Accounting Functions, Auditing, Audit Senior, and Compliance skills to effectively carry out responsibilities• Review and prepare financial statements ensuring compliance with company and industry guidelines.

Financial Manager We are offering an exciting opportunity for a Financial Manager based in The Woodlands, Texas. This role is within the industry of finance and will focus on maintaining and improving financial processes, facilitating communication between different sectors, and ensuring data governance and compliance. Responsibilities:• Oversee the auditing of master data, ensuring processes are adhered to and users are trained on current procedures for submission• Develop, plan, and execute process improvements based on business requirements within the respective functional area• Serve as a subject matter expert liaison between business, shared services, IT, and respective BPOs to identify gaps and duplicated efforts• Manage and administer all functional area process improvements, maintaining a thorough understanding of detailed business and systems processes• Investigate and resolve technical issues raised by super users, troubleshooting and resolving issues related to SAP and other system issues• Manage function related tickets and requests, prioritizing tasks as needed• Facilitate review of standard systems and future programs to drive continuous improvement and increase efficiency• Responsible for ensuring any role requests are vetted for that job role, mitigating any segregation of duties conflicts prior to submitting for approval• Maintain up-to-date documentation for procurement procedures globally and coordinate all function-related process improvements with other regions• Utilize reporting tools to increase accuracy and throughput, assisting the team in leveraging provided tools. For immediate consideration, contact Mark, [email protected]

Director/Manager Financial Reporting 🌟 Step Into Leadership: External Reporting Manager Opportunity 🌟Are you ready to take the reins and lead external reporting and technical accounting efforts for a fast-growing oilfield services company? 🚀 This is your chance to bring your expertise to the table and drive compliance and financial clarity in an exciting, dynamic industry!💼 About the Role: You’ll oversee all aspects of External Reporting and Technical Accounting, ensuring accurate and timely filings while navigating complex financial challenges. You’ll play a key role in shaping financial transparency and compliance within a thriving organization in the energy sector. 🔥 What You’ll Be Responsible For 🔥📊 Own the Reports: ✅ Oversee the preparation and review of SEC filings (10-Qs, 10-Ks, and 8-Ks) to ensure compliance with regulations. ✅ Stay up-to-date on ever-changing reporting guidelines and disclosure requirements, keeping the organization ahead of the curve. 🔍 Be the Accounting Expert: ✅ Conduct advanced research on Technical Accounting topics, drafting impactful memos and guiding decision-making with actionable insights. ✅ Tackle complex accounting challenges using innovative solutions that align with industry best practices. 🤝 Drive Collaboration: ✅ Lead partnerships across departments—working closely with Accounting, FP& A, Leadership, and External Auditors to ensure top-tier compliance and audit readiness. ✅ Manage special projects that modernize processes and enhance reporting capabilities. 🌟 Why You’ll Love This Opportunity: 💥 Learn and lead within a high-growth industry that’s pushing boundaries in oilfield services. 💥 Play a pivotal role in driving transparency and fostering confidence among key stakeholders. 💥 Join an organization committed to innovation and excellence in finance. 🔔 Ready to Make Your Next Career Move? Don’t wait—this manager-level opportunity won’t last long. Apply now and start your journey toward financial leadership!#FinanceLeadership #TechnicalAccounting #ExternalReporting #OilfieldServices #CareerGoals🎯