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    27 results for Data Analyst in Fort Worth, TX

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    We are looking for a meticulous and strategic Financial Analyst/Manager to join our team in Lewisville, Texas. This role is pivotal in driving financial planning and analysis, while supporting executive decision-making through insightful forecasting and modeling. The ideal candidate will have a strong background in finance, advanced analytical skills, and the ability to thrive in a fast-paced environment.


    Key Responsibilities:

    Own and maintain all short-term and long-term financial forecasts, including rolling forecasts and 1-, 3-, and 5-year long-range financial planning (LRF).

    Develop and deliver executive-level presentations, translating complex financial data into clear, actionable insights for senior leadership.

    Maintain and enhance the existing 3-statement model in Excel; focus will be on adjustments and scenario modeling (not full rebuilds).

    Expertise with cash flow, liquidity, and leverage forecasting to inform capital strategy.

    Serve as a key point of contact for private equity sponsors and internal executives, including after-hours responsiveness when needed.

    Provide support and mentorship to one direct report and collaborate with two additional team members on ad hoc forecasting and reporting needs.

    • Bachelor’s degree in Accounting, Finance, or a related field.
    • Minimum of 5 years of experience in financial analysis, forecasting, or related roles.
    • 5+ years of experience in Finance roles with a heavy focus on forecasting, financial modeling, and executive presentation experience.
    • Proven expertise in 3-statement modeling in Excel, including scenario planning; macro-building is a plus.
    • Strong business acumen with the ability to make forecasting assumptions using incomplete or ambiguous data.
    • Demonstrated ability to create and present materials for CFOs, board members, and other C-suite executives.
    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

    27 results for Data Analyst in Fort Worth, TX

    Financial Analyst/Manager <p>We are looking for a meticulous and strategic Financial Analyst/Manager to join our team in Lewisville, Texas. This role is pivotal in driving financial planning and analysis, while supporting executive decision-making through insightful forecasting and modeling. The ideal candidate will have a strong background in finance, advanced analytical skills, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>Own and maintain all short-term and long-term financial forecasts, including rolling forecasts and 1-, 3-, and 5-year long-range financial planning (LRF).</p><p>Develop and deliver executive-level presentations, translating complex financial data into clear, actionable insights for senior leadership.</p><p>Maintain and enhance the existing 3-statement model in Excel; focus will be on adjustments and scenario modeling (not full rebuilds).</p><p>Expertise with cash flow, liquidity, and leverage forecasting to inform capital strategy.</p><p>Serve as a key point of contact for private equity sponsors and internal executives, including after-hours responsiveness when needed.</p><p>Provide support and mentorship to one direct report and collaborate with two additional team members on ad hoc forecasting and reporting needs.</p> Sr. Financial Analyst <p>We are offering an exciting opportunity for a Sr. Financial Analyst in the manufacturing industry, located in Lewisville, Texas, 75067, United States. As a Sr. Financial Analyst, you will play a pivotal role in driving the company's growth by developing financial strategies, conducting detailed financial analyses, and collaborating with various departments. </p><p><br></p><p>Responsibilities: </p><p>• Collaborate with operations to devise growth strategies, plans, and perform historical financial performance assessments.</p><p>• Conduct comprehensive analyses and develop financial models to bolster strategic initiatives.</p><p>• Manage the monthly reporting of new center budgets and its influence on the company's fiscal year plan.</p><p>• Offer insightful guidance to the corporate development team through ROI analysis.</p><p>• Develop five-year projections for acquisition, greenfield, and brownfield growth opportunities.</p><p>• Support real estate, facilities, and integrations with decision-making related to capital expenditure projects, lease renewals, and their respective impact on ROI.</p><p>• Handle other duties and perform ad-hoc analyses as needed.</p><p>• Collaborate effectively with all departments and management levels within the company.</p> Sr. Financial Analyst <p>We are looking for a highly skilled Senior Financial Analyst to join our client's team in Fort Worth, Texas. In this role, you will play a pivotal part in shaping the company’s financial strategies by providing detailed analysis, forecasting, and reporting. Working closely with senior leadership and cross-functional teams, you will contribute to key decision-making processes that directly impact business growth and profitability. For immediate consideration, please email your resume to Carol Nichols, SVP Robert Half Finance and Accounting to carol.nichols@roberthalf.C0M. </p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain rolling 12-month profit and loss (P& L) and capital expenditure (CapEx) forecasts, collaborating with business units to refine revenue and expense projections.</p><p>• Create and manage detailed financial models, key performance indicators (KPIs), and management reports to support data-driven insights for leadership and stakeholders.</p><p>• Partner with teams across Sales, Operations, and Category Management to construct and oversee budgets for gross revenue, net revenue, and profitability in alignment with organizational goals.</p><p>• Consolidate financial data from internal and international teams to track performance trends and provide actionable recommendations.</p><p>• Collaborate with business units to plan for expenses and headcount, while identifying and implementing cost-saving measures to optimize budgets.</p><p>• Conduct variance analysis to identify financial trends and provide strategic insights to senior leadership.</p><p>• Support financial reviews and presentations for stakeholders, including private equity partners.</p><p>• Utilize advanced tools and techniques, such as Power BI, to enhance reporting capabilities and streamline data visualization.</p><p>• Assist in the development of the annual operating plan by aligning financial objectives with company-wide strategies.</p><p>• Ensure the accuracy and integrity of financial data to support long-term business planning.</p> rogram Finance Analyst <p>We are looking for a Program Finance Analyst to join our team in North Dallas, Texas. In this role, you will play a key part in managing financial aspects of programs, ensuring accurate forecasting, reporting, and compliance with contractual requirements. This position offers an exciting opportunity to contribute to program success while applying your expertise in financial analysis and program controls.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and analyze quarterly Estimate at Completion (EAC) reports to monitor program financial performance and enhance forecasting accuracy.</p><p>• Develop and maintain monthly financial forecasts, adapting to changes in project scope, timelines, and resource allocation.</p><p>• Generate and submit Contract Data Requirements List (CDRL) documents on a monthly basis, ensuring compliance with contract terms and company policies.</p><p>• Create detailed financial reports each month, including cost performance analysis, variance assessments, and key performance indicator (KPI) summaries.</p><p>• Support programmatic activities such as managing work breakdown structures to ensure alignment across technical, financial, and scheduling elements.</p><p>• Provide estimating and pricing guidance for new business proposals while adhering to organizational and regulatory standards.</p><p>• Identify opportunities for process improvements to optimize program financial tracking and reporting efficiency.</p><p>• Collaborate with cross-functional teams to ensure the seamless integration of financial data with program objectives.</p><p>• Maintain compliance with Federal Acquisition Regulations (FAR) in all aspects of financial and cost management.</p><p>• Contribute to the continuous improvement of financial tools and methodologies used in program analysis.</p> Sr. Financial Analyst <p>We are seeking an experienced and detail-oriented <strong>Senior Financial Analyst</strong> to join our client's dynamic finance team based in Dallas, Texas. This position offers an exceptional opportunity to impact the financial strategy of a rapidly expanding hospitality and retail group by delivering actionable insights that drive business decisions and foster growth. The role is fast-paced, collaborative, and involves working closely with multiple teams across the organization to improve financial and operational outcomes. If you're passionate about finance and want to contribute to a thriving organization, we encourage you to apply today! Send your resume directly to Carol Nichols, SVP at Robert Half Finance and Accounting, at <strong>carol.nichols@roberthalf.C0M</strong> for immediate consideration.</p><p>Key Responsibilities:</p><ul><li>Partner with operations, marketing, and leadership teams to develop and maintain financial models aligned with the company's strategic objectives.</li><li>Examine multi-brand and multi-location financial performance to identify cost-saving opportunities, bolster revenue growth, and optimize profitability.</li><li>Create profit and loss forecasts, scenario planning tools, and financial models for initiatives like new store openings, menu updates, and promotional campaigns.</li><li>Consolidate financial and operational KPIs across restaurant concepts to ensure data accuracy and consistency.</li><li>Present findings during monthly financial reviews, delivering strategic insights to cross-functional teams and executive leadership.</li><li>Support the annual budgeting process and assist in long-term financial planning through in-depth modeling and analysis.</li><li>Contribute to capital planning, debt structuring, and financing strategies to back company expansion efforts.</li><li>Design and automate dashboards for streamlined reporting and improved decision-making.</li><li>Prepare quarterly board presentations, highlighting financial results and offering strategic recommendations.</li><li>Assist with month-end close processes, financial reviews, and audits to ensure accuracy and compliance.</li></ul><p>This role provides the chance to blend analytical expertise with strategic thinking, offering a meaningful impact on a growing business. Apply now to join a collaborative team and a forward-thinking organization!</p><p><br></p> Quality Assurance Analyst he Quality Assurance Analyst will be responsible for developing and executing comprehensive test plans for Commercial Systems software solutions, with a strong emphasis on Salesforce automation testing utilizing tools such as Tricentis. As directed, this QA Analyst will develop meticulous test cases to verify functional and nonfunctional requirements, and ensure overall usability. The QA Analyst will collaborate closely with business and technical teams to guarantee best-in-class products and solutions. This role demands flexibility and effective collaboration across multiple teams. Prior experience within the medical device or life sciences industry is highly desirable.<br><br>What will be your Duties and Responsibilities?<br><br>Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.<br><br>Thoroughly review business and functional requirements to produce a robust test strategy and detailed test cases, with a focus on automation opportunities within Salesforce.<br>Actively participate in requirement gathering meetings to gain a deep understanding of business needs and translate them into effective test scenarios, especially within a Salesforce context.<br>Collaborate with development teams to understand project timelines and delivery schedules, ensuring alignment of testing efforts with development sprints.<br>Plan, create, and meticulously manage test data required for testing both functional and business processes, including specific data sets for Salesforce configurations and integrations.<br>Execute assigned tests for software releases, with a significant portion dedicated to automated test scripts developed using tools like Tricentis for Salesforce.<br>Log defects with comprehensive details and generate clear defect reports for review by the development teams, ensuring proper tracking and resolution of issues identified during Salesforce testing.<br>Organize and lead testing efforts for user acceptance testing, ensuring business stakeholders can validate Salesforce functionality meets their needs.<br>Report test results to stakeholders, providing clear and concise summaries of testing progress and findings, including metrics specific to Salesforce automation efforts.<br>Define and develop best practices and procedures for quality assurance, with a strong focus on implementing and optimizing Salesforce automation testing strategies and the use of tools like Tricentis.<br>Support the development and execution of roll-out strategies, cut-over/transition plans, end-user training, and documentation, ensuring a smooth transition for Salesforce deployments and updates.<br>Ensure high-quality testing by thoroughly accounting for edge cases and employing negative testing techniques to guarantee optimal quality for each release, with specific attention to the intricacies of Salesforce configurations and customizations.<br>Utilize creativity and flexibility with both automated and manual processes to test all business requirements, prioritizing automation of repetitive and critical Salesforce processes using tools like Tricentis.<br>What skills and experience do you need?<br><br>Bachelor’s degree in computer science or a related field or equivalent work experience.<br>7+ years of experience in software testing and leading testing efforts, with significant experience in testing Salesforce applications.<br>Proven experience working in an Agile environment or methodology.<br>Extensive experience working with automated testing software solutions, with a strong emphasis on tools like Tricentis. Compensation Analyst (contract) <p>We are looking for a dedicated Compensation Analyst to join our team on a Contract-to-Ongoing basis in Lewisville, Texas. In this role, you will play a key part in managing and calculating performance-based bonuses for our workforce. This is an excellent opportunity for someone who thrives on solving problems and enjoys working in a dynamic retail environment. This contract role offers a hybrid work schedule: Onsite for the first 60 days and then 3 days/week in the office in Lewisville, TX and 2 days/week work remote.</p><p><br></p><p><strong><u>Compensation Analyst (contract position):</u></strong></p><p>Responsibilities:</p><p>• Calculate monthly sales bonuses for approximately 200 technicians and general managers, ensuring accuracy and timeliness.</p><p>• Analyze and validate bonus structures to align with business objectives and employee performance metrics.</p><p>• Collaborate with management to address discrepancies or questions regarding bonus calculations.</p><p>• Identify opportunities to enhance bonus programs and streamline processes for improved efficiency.</p><p>• Ensure compliance with company policies and industry regulations when managing compensation data.</p><p>• Provide insights and recommendations to leadership based on compensation trends and analysis.</p><p>• Support the implementation of new tools or systems related to bonus calculations, ensuring smooth adoption.</p><p>• Maintain detailed records of bonus calculations and adjustments for audit purposes.</p><p>• Communicate effectively with team members to address concerns and provide clarity on compensation matters. </p> Marketing Analyst <p><strong>Marketing Analyst</strong></p><p><strong>Location:</strong> Plano, TX 75025 (Hybrid Schedule)</p><p><strong>Duration:</strong> 4–6 months (Contract)</p><p><strong>Schedule:</strong> 40 hours/week, onsite 3 days/week</p><p><strong>Job Description</strong></p><p>We are seeking a data-savvy <strong>Marketing Analyst</strong> to join our client’s growing team for a 4–6 month contract. This role is ideal for someone who thrives on uncovering insights from complex data and translating them into actionable marketing strategies. The analyst will work closely with cross-functional teams to evaluate marketing campaign performance and guide business decisions through data.</p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze marketing data across various channels to uncover trends, patterns, and growth opportunities</li><li>Develop and maintain dashboards and performance reports for digital, social, direct marketing, and advertising efforts</li><li>Conduct competitive and market research to inform strategy</li><li>Collaborate with marketing and sales teams to improve campaign targeting and optimization</li><li>Track KPIs such as customer acquisition, conversion, and retention</li><li>Support campaign budgeting, forecasting, and ROI analysis</li><li>Monitor industry trends and apply best practices in marketing analytics</li></ul> Security Analyst <p>We are looking for a Security Analyst to join our team in Dallas, Texas. This long-term contract position offers an exciting opportunity to safeguard the digital assets of our organization by identifying and mitigating security risks. The ideal candidate will play a vital role in protecting our systems and data while collaborating with C-level executives and legal professionals.</p><p><br></p><p><strong>Title: Security Analyst </strong></p><p><strong>Location: Dallas, Tx </strong></p><p><strong>Rate: 45-55 Per hour </strong></p><p><strong>Duration: 12 Month Contract </strong></p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Monitor and investigate security alerts and logs to identify and address potential threats.</p><p>• Conduct detailed analysis to determine the root cause of security incidents and implement remediation measures.</p><p>• Enhance and fine-tune security tools and technologies to improve threat detection and reduce false positives.</p><p>• Assess vulnerabilities and recommend improvements to security controls, policies, and procedures.</p><p>• Perform proactive threat hunting to identify and mitigate risks before breaches occur.</p><p>• Collaborate with cross-functional teams to ensure a cohesive approach to cybersecurity.</p><p>• Develop and maintain documentation of security processes and incident response actions.</p><p>• Provide expert guidance on improving the organization’s security posture.</p><p>• Respond promptly to cybersecurity incidents, ensuring minimal impact to business operations.</p><p>• Stay updated on emerging threats and industry trends to continuously enhance security measures.</p> Marketing Analyst <p><strong>Marketing Analyst</strong></p><p><strong>Location:</strong> Dallas, TX 75240 (Hybrid Schedule)</p><p><strong>Duration:</strong> 4–6 months (Contract)</p><p><strong>Schedule:</strong> 40 hours/week, onsite 3 days/week</p><p><br></p><p><strong>Job Description</strong></p><p>We are seeking a data-savvy <strong>Marketing Analyst</strong> to join our client’s growing team for a 4–6 month contract. This role is ideal for someone who thrives on uncovering insights from complex data and translating them into actionable marketing strategies. The analyst will work closely with cross-functional teams to evaluate marketing campaign performance and guide business decisions through data.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze marketing data across various channels to uncover trends, patterns, and growth opportunities</li><li>Develop and maintain dashboards and performance reports for digital, social, direct marketing, and advertising efforts</li><li>Conduct competitive and market research to inform strategy</li><li>Collaborate with marketing and sales teams to improve campaign targeting and optimization</li><li>Track KPIs such as customer acquisition, conversion, and retention</li><li>Support campaign budgeting, forecasting, and ROI analysis</li><li>Monitor industry trends and apply best practices in marketing analytics</li></ul> Sr. Financial Analyst <p>We are in search of a Sr. Financial Analyst to join our client in the pharmaceutical industry, located in Dallas, Texas. In this role, you will be tasked with numerous responsibilities related to financial analysis and reporting, budgeting, and cost management. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Assist in establishing strategic financial objectives through detailed analysis.</p><p>• Ensure accurate and efficient financial reporting and interpretation.</p><p>• Collaborate with the finance and management team to assess and develop crucial financial information.</p><p>• Implement cost-saving initiatives based on analytical findings.</p><p>• Utilize business systems and data mining techniques for financial modeling and forecasting.</p><p>• Take part in staff meetings, conference calls, and other relevant meetings.</p><p>• Handle additional tasks related to financial analysis as required.</p><p><br></p><p> If interested, please send your resume to derek.kemp@roberthalf.c0m</p> Transaction Success Analyst 1. Communicate with clients to gather the appropriate financial information <br>2. Analyze financial data for trends and anomalies <br>3. Develop innovative approaches to produce deliverables that show the solution to a client’s questions <br>4. Work with our team to make financial recommendation or opinions based on financial analysis performed <br>5. Assess the economic performance of the client’s practice <br>6. Respond to client inquires & questions in a detail oriented and timely manner <br>7. Provide information for clients to lenders to facilitate lending process Financial Analyst We are in the process of recruiting a Financial Analyst to become a part of our healthcare team in Dallas, Texas. The selected individual will be tasked with a variety of functions, including financial planning and analysis (FP& A), data visualization, and financial modeling, among other things. <br><br>Responsibilities:<br><br>• Conduct financial planning and analysis tasks with a high level of accuracy<br>• Utilize advanced excel skills for financial computations<br>• Operate and manage enterprise financial systems<br>• Develop and present financial reports for senior management<br>• Use data visualization software, particularly Power BI<br>• Merge and manage data from various sources including management reporting and budgeting systems<br>• Handle large data sets and generate meaningful reports from them<br>• Conduct ad-hoc reporting as required by the organization<br>• Construct financial presentations for senior level management<br>• Perform light financial modeling tasks to support decision-making processes<br>• Utilize accounting software systems and CRM for financial tasks<br>• Employ data mining techniques for financial analysis<br>• Oversee various accounting functions and accrual accounting processes<br>• Participate in auditing and budget processes<br>• Contribute to capital management strategies within the organization. Sr. Financial Analyst <p>We are looking for an experienced Senior Financial Analyst to join our team in Dallas, Texas. In this role, you will play a key part in driving financial planning, analysis, and reporting processes to support strategic business decisions. This position offers an excellent opportunity to collaborate cross-functionally, analyze financial data, and provide actionable insights for operational and senior management.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain detailed three-statement financial models to support strategic planning, annual budgeting, and forecasting.</p><p>• Prepare consolidated monthly, quarterly, and annual financial reports, coordinating timelines, managing forecast models, and collaborating with teams to document assumptions.</p><p>• Conduct variance analyses comparing business performance to budget and prior periods, identifying root causes and presenting recommendations for improvement.</p><p>• Lead the annual budget development process, including performing ad-hoc analyses to enhance insights and supporting budget presentations.</p><p>• Create management reports with comprehensive analysis and commentary, ensuring accuracy and completeness through review processes.</p><p>• Build and nurture strong relationships with finance team members and business partners to ensure alignment and excellence.</p><p>• Utilize existing tools and systems to extract and summarize data, while proposing innovative solutions to improve financial reporting and dashboards.</p><p>• Standardize processes for data synthesis and dashboard creation to enhance efficiency and reliability.</p> Financial Analyst We are looking for a skilled Financial Analyst to join our team in Allen, Texas. In this role, you will leverage your technical expertise and analytical skills to support financial decision-making and provide key insights into business performance. This position offers an exciting opportunity to work in a dynamic banking environment that values collaboration and innovation.<br><br>Responsibilities:<br>• Analyze financial data to identify trends, variances, and opportunities for improvement.<br>• Prepare detailed reports and presentations to support financial planning and decision-making processes.<br>• Collaborate with cross-functional teams to ensure accurate financial forecasting and budgeting.<br>• Utilize Oracle and other accounting software to streamline financial operations and reporting.<br>• Conduct audits and ensure compliance with accounting standards and regulations.<br>• Support capital management initiatives by analyzing investment opportunities and risks.<br>• Develop and implement data mining techniques to enhance financial insights and reporting capabilities.<br>• Monitor and improve accrual accounting processes to ensure accuracy and timeliness.<br>• Assist in optimizing budget processes and tracking expenditures against forecasts.<br>• Provide technical expertise to improve the efficiency of financial systems and tools. Financial Analyst <p>We are offering an exciting opportunity for a Financial Analyst in the Detail Oriented Services industry based in Richardson, Texas. The successful candidate will be tasked with conducting financial analysis, maintaining budget controls, and providing financial insights to support business decision-making.</p><p><br></p><p>Responsibilities:</p><p>• Conduct month-end financial analysis to monitor expenditures and compare financial performance against forecasts.</p><p>• Utilize data mining techniques to provide cost analysis, identify financial trends, and propose strategies to maximize spending efficiency and enhance profitability.</p><p>• Assist in the creation and implementation of new financial procedures to ensure scalable, accurate, and reliable reporting and analysis.</p><p>• Oversee budgets, making recommendations for approval or disapproval of expenditures.</p><p>• Use visualization tools like Power BI and Tableau to present financial planning and analysis perspectives effectively to decision-makers.</p><p>• Participate in month-end processes such as revenue recognition, annual surveys, and stock analysis.</p><p>• Leverage skills in financial modeling and variance analysis to provide robust financial support to business unit leaders.</p><p>• Foster strong relationships with business unit leaders to understand their operational needs and provide necessary financial support.</p><p><br></p><p>If interested, please send your resume to derek.kemp@roberthalf.c0m</p> Sr. Financial Analyst We are in search of a Sr. Financial Analyst to join our team in Plano, Texas. In this role, you will be expected to create financial models, scrutinize complex financial information, and produce monthly financial performance reports. You will be instrumental in supporting the transformation of our finance organization and delivering continuous process improvements.<br><br>Responsibilities: <br>• Constructing financial models and templates that will aid the Operations team<br>• Scrutinizing complex financial data in order to pinpoint business drivers and trends<br>• Generating monthly financial performance reports and elucidating budget/forecast variances<br>• Assisting in the assembly of quarterly Partnership Financial performance presentations<br>• Facilitating the transformation of the finance department<br>• Continually improving processes to enhance efficiency and productivity<br>• Utilizing your expertise in Microsoft Excel for various tasks, including data modeling<br>• Managing multiple projects concurrently while adapting to changing priorities and deadlines<br>• Leveraging your superior analytical skills with a strategic focus to drive business decisions<br>• Utilizing business systems, CRM, and Crystal Reports as tools to perform your duties. Sr. Financial Analyst We are hiring a Sr. Financial Analyst to join our team in the retail industry, based in Lewisville, Texas. As a Sr. Financial Analyst, you will be closely collaborating with the leadership team to drive financial success and align with the overall strategy. You will be providing financial insights to support growth and profitability and overseeing financial reporting, budgeting, and risk management.<br><br>Responsibilities:<br><br>• Collaborate with the business unit's leadership team to ensure alignment with the overall corporate strategy.<br>• Provide financial insights that support the growth and profitability of the business unit.<br>• Oversee the financial reporting process, ensuring that reports are accurate and specific to the business unit.<br>• Lead the budgeting process, working with department leaders to develop realistic budgets that align with business goals and overall company priorities.<br>• Monitor and report on budget performance, identifying variances and advising on corrective actions.<br>• Conduct detailed financial forecasting to anticipate future trends, challenges, and opportunities within the business unit.<br>• Analyze and manage efficiency and cost metrics within the business unit to maximize profitability.<br>• Identify opportunities for cost savings and efficiency improvements specific to the unit's operations.<br>• Ensure the accuracy and integrity of financial data within the business unit’s reporting systems.<br>• Develop and maintain reports to guide business decisions, including both PowerBI and excel-based reports. Senior Valuation Analyst <p>We are in the detail-oriented services industry, based in Dallas, Texas, United States, and we're seeking a dedicated Senior Valuation Analyst to join our team. The role involves analyzing financials, tax returns, and other operational data of dental practices to perform financial analysis and estimate values. </p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Engage in regular communication with clients to collect pertinent financial details</p><p>• Conduct thorough financial analysis and valuation of dental practices by interpreting financials, tax returns, and other operational data</p><p>• Detect patterns and irregularities while reviewing financial data</p><p>• Develop novel strategies for generating deliverables that answer client queries</p><p>• Collaborate with our team to provide financial advice or viewpoints based on the conducted financial analysis</p><p>• Evaluate the economic performance of the clients’ company and the dental industry to produce a comprehensive analysis for use in valuation reports and other written work products</p><p>• Participate in ad-hoc projects with the team as required</p><p>• Manage client inquiries and questions in a prompt and detail-oriented manner</p><p>• Utilize skills in Business Systems, Confluence, CRM, Crystal Reports, Data Mining Techniques, About Time, Accounting Functions, Auditing, Budget Processes, and Capital Management to perform job responsibilities effectively.</p> Analyst <p>We are seeking a Sr. Analyst for a healthcare consulting firm based in Dallas, Texas. In this role, you will be pivotal in providing financial due diligence and advisory services, developing financial models, and contributing to strategic consulting engagements. </p><p><br></p><p>Responsibilities:</p><p>• Provide financial due diligence assistance and advisory services to a range of clients, including publicly traded healthcare companies, large health systems, private equity investors, and investment banks.</p><p>• Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings, working capital considerations, and potential liabilities.</p><p>• Engage in direct communication with management at target companies to effectively assess and relay the company’s quality of earnings, net assets, and cash flows.</p><p>• Compile comprehensive quality of earnings reports and accompanying schedules.</p><p>• Contribute to various healthcare engagements, including business and securities valuations, mergers and acquisitions, and strategic consulting.</p><p>• Exhibit a strong understanding of U.S. GAAP and SEC reporting to resolve issues in technical accounting areas.</p><p>• Utilize proficiency in Microsoft Excel and PowerPoint in conducting complex quantitative and qualitative financial analysis and generating data-driven insights.</p><p>• Maintain a results-oriented approach, developing creative solutions to resolve complex problems with great attention to detail.</p><p>• Demonstrate a high level of motivation and ambition, contributing to our rapidly growing Financial Due Diligence service line.</p><p>• Travel as necessary to fulfill job responsibilities.</p> Financial Analyst We are offering an exciting opportunity for a Financial Analyst in the retail industry, located in Lewisville, Texas, United States. As a Financial Analyst, you will be involved in a wide range of financial operations including developing and maintaining financial models, creating dynamic dashboards, collaborating with various teams, conducting month-end activities, and performing detailed financial analysis. <br><br>Responsibilities<br>• Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning.<br>• Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights.<br>• Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives.<br>• Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management.<br>• Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals.<br>• Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership.<br>• Conduct comprehensive financial analysis including variance analysis and profitability analysis.<br>• Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes. Sr. Financial Analyst We are in the process of hiring a Sr. Financial Analyst to join our team in the retail industry based in Lewisville, Texas. In this role, you will be leading the financial reporting and analysis to support strategic decision making. This position will involve the use of financial modeling, budgeting, forecasting, and business performance analysis to provide strategic insights to the management and business units.<br><br>Responsibilities:<br>• Ensure the preparation and analysis of financial statements, reports, and presentations on a monthly, quarterly, and annual basis.<br>• Carry out detailed variance analysis between actual financial performance and forecasts or budgets.<br>• Utilize and maintain financial models to evaluate performance and guide decision-making processes.<br>• Provide insights and recommendations to enhance financial performance, reduce costs, and reach financial objectives.<br>• Collaborate with senior leaders and cross-functional teams to align financial strategies with business goals.<br>• Guarantee financial data accuracy and integrity within the company's reporting systems.<br>• Develop and maintain reports that guide business decisions, including but not limited to PowerBI and Excel-based reports.<br>• Identify and implement process improvements to augment the efficiency and accuracy of financial reporting and analysis.<br>• Ensure compliance with accounting standards and regulatory requirements.<br>• Prepare presentations for executive leadership, highlighting key trends, insights, and actionable recommendations. Sr. Accountant Robert Half has teamed up with a $10 billion + alternative investment firm to assist in the recruitment of a Hedge Fund Portfolio Analyst (Valuation Team). This position will have excellent exposure to Wall Street brokers / banks and will get a basic understanding of the hedge fund industry. Pay range is 55-70K on the base with all benefits paid by the company. The investment firm is open to candidates who have a degree in Accounting or Finance (CPA or parts passed a plus but not required) from a top school. Must have a GPA of 3.4 or higher. <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). <br> The firm has immediate openings for 2 highly experience in and motivated individuals to join the team as a Hedge Portfolio Analyst Team (middle office – valuation). The position reports to the Head of Valuation Reporting and will interact with attorneys, investment bankers, accounting department, senior investment professionals and all internal operations. This is a dynamic opportunity to contribute directly in the growth of a complex and fast moving company as it prepares for its initial public offering. <br> Responsibilities <br> Daily reporting for investment activity (valuation) Preparation and consolidation of investment and financial reporting Interaction with portfolio managers to process information Interaction with Wall Street banks/brokers to obtain and decipher information Review bank loan agreements, trade documentation and bond settlement agreements General ledger maintenance for Fund Accounting <br> Qualifications <br> 1-3 years + experience in the public accounting field BBA/PPA/MPA in Accounting from a top tier, nationally ranked business school CPA required or certification pending Working knowledge of general Finance and Accounting functions Advanced Microsoft Office skills Detail and task-oriented with a strong work ethic Excellent communication and organizational skills Experience in Financial Analysis and Project Management Oracle general ledger system experience is a plus Ability to work 45-50 hours per week <br> IMPORTANT – to be considered for this role, please call Chris Willhite at 972-789-9590 AND reach out to Chris on LinkedIn (email your resume to Chris). Financial Analyst <p>We are offering an exciting opportunity for a Financial Analyst in Fort Worth, Texas. The Financial Analyst will play a key role in our team, focusing on managing financial reporting, analyzing financial data, and developing strategies to enhance financial performance. This role will require you to work closely with other team members to drive financial strategy and decision-making. For immediate consideration, please send your resume to Carol Nichols, SVP Robert Half Finance and Accounting, to carol.nichols@roberthalf.C0M.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage financial forecasts, budgets, and financial plans to ensure the financial health of the organization.</p><p>• Analyze financial performance against budgets and forecasts, providing insights and recommendations for improvement.</p><p>• Perform account reconciliation, balance sheets, month-end, quarter-end, and year-end closing reporting.</p><p>• Approve journal entries and handle GL account reconciliation.</p><p>• Manage bank account balances, pull daily bank and credit card reports, and process vendor payments via check, ACH, or online.</p><p>• Assist with the annual budgeting process; collaborate with departmental heads to create accurate budgets.</p><p>• Monitor and assist with departmental budgets and expenditures.</p><p>• Create and manage the PO process, receive and process inventory, handle and escalate vendor issues.</p><p>• Identify financial risks and develop strategies to mitigate them.</p><p>• Ensure effective internal controls are in place to safeguard assets.</p><p>• Evaluate and improve financial processes and systems for efficiency and accuracy.</p><p>• Implement best practices in financial management.</p><p>• Foster a collaborative and productive work environment.</p><p>• Process purchased and sold assets, process deprecation and formulate depreciation schedules.</p><p>• Manage fuel cards and company credit cards, process month-end fuel transfers.</p><p>• Develop and implement financial strategies to support the company’s objectives and growth.</p><p>• Provide strategic financial guidance and support to senior management.</p> Cost Accountant <p><strong>Job Summary:</strong> We are seeking a detail-oriented Job Cost Accounting Analyst. The ideal candidate will be responsible for analyzing and managing job costing data related to HVAC projects, ensuring accurate financial reporting and compliance with accounting standards. This role requires collaboration with sales and division leaders' financial stakeholders to monitor costs and identify areas for recording process improvement. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze project costs and prepare job cost reports to track financial performance.</li><li>Collaborate with Sales leaders to reconcile actual costs to projected costs.</li><li>Monitor and record expenses, ensuring accurate allocation to specific jobs.</li><li>Assist in the reconciliation of sales and cost of sales to financial statements and reports related to HVAC projects.</li><li>Identify discrepancies and work on resolving them through effective communication.</li><li>Provide support for audits and compliance reviews as needed.</li><li>Recommend strategies for enhancing cost efficiency and improving overall profitability.</li></ul><p><br></p>