Controller Jobs in Dallas, TX

Key Responsibilities: Financial Planning and Budgeting Lead the annual budgeting process, collaborating with department heads across the organization to develop detailed, realistic, and aligned operational and financial plans. Provide training and guidance to departmental teams on budget preparation, financial forecasting techniques, and variance analysis, ensuring accurate and timely submissions. Consolidate and review department budgets, performing detailed analysis and challenging assumptions to ensure overall budget integrity and alignment with corporate goals. Present the final budget proposal to senior management and the board of directors for approval. Forecasting and Scenario Analysis Develop and maintain financial forecasts on a monthly basis, integrating sales projections and operational metrics. Update forecasts regularly to reflect changing business conditions and market dynamics. Conduct in-depth scenario analysis, exploring various “what-if” scenarios related to business strategies, market fluctuations, and economic uncertainties. Present findings and implications to management, enabling proactive decision-making and risk mitigation. Build and maintain relationships with key business stakeholders to gather relevant data and insights for accurate forecasting, ensuring cross-functional alignment and buy-in. Financial Analysis and Performance Monitoring Continuously monitor and analyze the company's financial performance against budget, forecast, and historical trends. Prepare detailed monthly, quarterly, and annual financial reports, highlighting key performance indicators (KPIs), variances, and trends. Perform root cause analysis on significant variances, identifying operational and financial drivers and recommending corrective actions or strategic adjustments. Conduct ad-hoc financial analyses to support specific business initiatives, investment decisions, or strategic projects, providing actionable insights and recommendations. Cooperate with product-line finance team in China, conduct end-to-end profit analysis, provide financial support for whole BG from group perspective. Business Partnering and Strategic Support Act as a trusted financial advisor to senior management and department leaders, providing financial expertise and strategic insights during the planning and decision-making processes. Participate in strategic planning sessions, contributing financial analysis and perspectives to shape the company's long-term growth strategies, product launches, market expansions, and capital allocation decisions. Evaluate the financial viability and return on investment (ROI) of new business opportunities, projects, and initiatives. Provide financial models and risk assessments to support go/no-go decisions. Collaborate with other departments, such as sales, marketing, operations, and R&D, to understand their financial needs and challenges, and develop customized financial solutions and performance metrics. Process Improvement and System Enhancement Identify opportunities to streamline and improve financial planning and analysis processes, reducing manual efforts, enhancing data accuracy, and increasing efficiency. Implement best practices and automation tools where applicable. Work closely with IT team and HQ FP&A team to enhance and optimize financial systems, ensuring data integrity, integration, and accessibility for FP&A activities. Participate in system upgrades, migrations, and implementations related to budgeting, forecasting, and reporting. Continuously evaluate and update financial policies and procedures related to FP&A to ensure compliance with accounting standards, regulatory requirements, and internal controls. Qualifications and Skills: Bachelor's degree or above in Finance, Accounting, Economics, or a related field. Professional certifications such as Certified Public Accountant (CPA) is highly desirable. 5-10 years of progressive experience in financial planning and analysis, preferably in whole sale or retails industry. Proven track record of leading the budgeting and forecasting processes, developing financial models, and providing actionable insights to drive business performance. Experience in partnering with senior management and cross-functional teams to support strategic decision-making and business growth initiatives. Advanced proficiency in financial modeling and analysis using Excel, with the ability to build complex financial models, perform sensitivity analysis, and use advanced functions and macros. Strong knowledge of accounting principles, financial reporting standards (GAAP/IFRS), and corporate finance concepts. Exceptional analytical and problem-solving skills, with the ability to translate complex financial data into clear, actionable business recommendations. Excellent communication and presentation skills, both written and verbal, with the ability to effectively communicate financial information to non-financial stakeholders at all levels of the organization. Demonstrated leadership and team management capabilities, including the ability to mentor and develop junior analysts, and manage multiple projects simultaneously.. Ability to thrive in a fast-paced, deadline-driven environment, handling multiple priorities and adapting to changing business requirements.

Financial Planning and Analysis (FP&A) Manager - Contract Company Overview: Our client is a $400 million private-equity owned civil engineering firm that provides exceptional services in infrastructure development, with a strong reputation for innovation and excellence. They are seeking a highly skilled Financial Planning and Analysis (FP&A) Manager to join their team on a contract basis. This role will be pivotal in supporting the VP of Finance by providing critical financial insights, analysis, and forecasting to guide the company's continued growth. Role Overview: The FP&A Manager will play a key role in building and maintaining detailed financial models, assisting with budget creation, and conducting financial analysis to provide actionable insights for senior leadership. This is a hybrid contract position, offering flexibility with a pay rate of up to $75 per hour based on experience. The ideal candidate will have a strong background in financial modeling, Excel proficiency, and experience supporting senior finance leadership in a fast-paced, high-growth environment. Key Responsibilities: Financial Modeling: Build and maintain complex financial models in Excel for budgeting, forecasting, and long-term financial planning. Budgeting & Forecasting: Assist the VP of Finance in creating and managing annual budgets and quarterly forecasts, ensuring accuracy and alignment with company objectives. Variance Analysis: Perform in-depth variance analysis, identifying trends and offering insights into financial performance against budget and forecast. Reporting & Presentations: Prepare monthly, quarterly, and ad-hoc financial reports for leadership, including detailed commentary on key performance indicators (KPIs) and business performance. Data Analysis & Insights: Analyze financial data, identify key financial trends, and provide actionable insights to support decision-making. Process Improvement: Collaborate with cross-functional teams to streamline financial reporting and budgeting processes, improving accuracy and efficiency. Support Leadership: Provide financial support to the VP of Finance, assisting with financial decision-making and strategic planning as needed. Ad-hoc Projects: Take on special projects as required, supporting financial strategy and growth initiatives. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus). 5+ years of experience in Financial Planning & Analysis, with a focus on financial modeling, forecasting, and budgeting. Strong proficiency in Microsoft Excel (advanced functions, financial modeling, pivot tables, etc.). Compensation: Hourly Rate: Up to $75 per hour, depending on experience.

As part of the Business Controls team, the Risk Reporting Manager is responsible for ensuring strong risk mitigation governance and maintaining process-level controls inventory. This role involves proactively identifying opportunities for enhancing or implementing additional controls. Key Responsibilities: Identify potential business risks, process deficiencies, and gaps in risk management standards. Present gap assessment outcomes and remediation plans to leadership. Conduct process deep dives to document existing controls and identify gaps, particularly in relation to consumer regulatory requirements. Participate in cross-functional working groups to enhance risk management frameworks. Lead cross-functional project management efforts. Collaborate with compliance to map regulatory requirements to specific processes and controls. Drive continuous improvements in the control framework to meet changing requirements and ensure visibility to executives. Communicate effectively with other teams to address errors and implement corrective actions. Contribute to executive reporting and data-driven deliverables. Lead improvements to product and process execution based on root cause analysis. Present impact of improvements to senior leadership. Work with all lines of defense on large-scale projects affecting the entire firm. Basic Qualifications: Bachelor's degree 3+ years of experience in operational risk, controls, process improvement, or related fields. Strong critical thinking, project management, and problem-solving skills. Ability to provide effective challenge and alternative perspectives. Passion for root cause analysis and troubleshooting process failures. Experience in building reports and presentations. Proficiency in Microsoft tools (SharePoint, Excel, Word, PowerPoint). Excellent interpersonal, relationship-building, and communication skills. Preferred Qualifications: Experience in consumer banking, particularly in operational risk, compliance, or process improvement. Knowledge of financial, operational, compliance, and reputation risks.

Our life insurance client is seeking a statutory staff accountant to join their team.This role is on-site, in Dallas, Texas Responsibilities: Perform monthly and quarterly closing processes, including preparing and posting journal entries for insurance and investment activities. Prepare or review bank account, general ledger account, and par-value reconciliations. Act as a liaison to investment management teams, custodians, and investment software vendors, as needed. Handle back-office duties for the trading desk, including communication with multiple brokers and state banks, as needed. Create monthly financial reports regarding insurance or investment activity, as needed. Prepare schedules and exhibits for quarterly and annual statutory statements, including but not limited to IMR/AVR, Schedule D, BA, and DB. Assist in the preparation of audited statutory financial statements, including footnotes. Support other regulatory reporting requirements, including MD&A, Risk-Based Capital, AmBest, and SRQ filings. Respond to or assist with requests from external auditors, rating agencies, and regulatory bodies. Prepare and/or assist with state regulatory filings, if required. Identify and recommend continuous process improvements Requirements: Bachelor's degree in Accounting or equivalent experience. 2+ years of accounting experience in an insurance company (preferably Life insurance). Experience in preparing bank and general ledger account reconciliations, journal entries, and quarterly and annual financial closings. Familiarity with statutory accounting principles and statutory financial statement filings. General understanding of investments, including Bonds, Stocks, Structured Securities (CMB, ABS, CMBS, etc.), Options, Private Placements, Swaps, is a plus, but not required. Knowledge of investment accounting/reporting software. Experience with FIS Investment Management (iWorks) software or similar is a plus. Excellent personal computer skills, including proficiency in MS Office (Excel, Word, Outlook). Excel proficiency is a plus. Knowledge of General Ledger Systems and Regulatory Filing Systems, or other insurance-specific financial applications experience is a plus. Strong analytical and communication skills. Good organizational and referencing skills related to work papers, financial statements, and schedules prepared. Experience with SRQ and AmBest preparation is a plus, but not required Pay Range: The anticipated pay range for this position is $60-75K per year, based on experience We understand that salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs. Benefits: Our comprehensive benefits package includes: Medical insurance Dental insurance Vision insurance 401(k) retirement savings plan Contact: Morgan Falck Life Insurance Recruiter ***************** ************************* Equal Opportunity Employer: The Jacobson Group is committed to fostering an inclusive and equitable workplace that reflects the diverse communities we serve. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status or any other protected characteristic as defined by applicable law. We believe that diversity of thought, background and experience strengthens our team and drives innovation. All employment decisions are based on qualifications, merit and business needs. If you require a reasonable accommodation to complete the application process or participate in an interview, please contact us at ********************* or ***************** to make a request. Refer a Colleague: Do you know someone who would be interested in this project? Submit your referral directly by emailing the Jacobson contact listed above or submitting them through this form. If your referral is hired for a contract assignment and meets all other eligibility criteria, you will receive a referral bonus!

The Bolton Group has partnered with one of our clients in Dallas as they grow their Asset Management team and look to bring on a Senior Manager. The Senior Finance Asset Manager will work closely with leadership to manage asset strategies, review monthly financials and manage P&L for assigned assets, review and approve annual budgets, track capital expenditures, assist with cash management, and track KPIs. Comp between $130-150K base + bonus ** Unlimited growth potential in this newly created role! Duties and Responsibilities: Review and analyze monthly financial reports including income statements, balance sheets, budget comparisons, cash flow statements, and delinquency reports Manage the full P&L for assigned Assets across the US Communicate property operations and budget variances Monitor asset strategies, provide project management, and review and track construction budgets Forecast cash requirements and communicate future cash outflows with accounting Create financial models to analyze cashflow and make recommendations Develop and distribute asset management reports Review and approve annual operating budgets for assigned assets Qualifications: Minimum of 4 - 7 years' experience in a Corporate Finance or Real Estate Asset Management role Bachelor's Degree in Finance or Accounting is required Life-long learner who loves to strategize and improve processes Superior communication skills are required Strong organizational and time management skills Strong analytical skills and ability to learn quickly, achieve results, and excel in a fast-paced, deadline driven environment. Ability to work on a team, as well as independently, while driving multiple priorities and applying good judgement along with strong sense of self-motivation and direction. Smart, energetic, team player with a strong work ethic and commitment to excellence.

Revere Capital is seeking an industry veteran that will be responsible for its consumer lending finance business line. This role will be instrumental in the continued growth of the Revere Capital Specialty Finance (SpecFin) business. The main focus of the position will be the origination and execution of private credit facilities with consumer-focused organizations. The role includes sourcing new investment opportunities, managing the opportunities through the approval process and leading the documentation and ultimate closing. Revere has been active in re-discount lending since 2017, primarily through the offering of revolving lines of credit. SpecFin is active in both the commercial and consumer specialty finance sectors. ABOUT US Founded in 2006, Revere Capital is a private credit investment firm focused on Specialty Finance and bridge lending to commercial real estate owners and operators throughout the US. Our mission statement of “Get to Yes” embodies the out of the box thinking and creative problem-solving solutions that we provide to our Borrowers. RESPONSIBILITIES Work closely with the Head of Specialty Finance Origination at Revere in the sourcing, origination and documentation of new portfolio investments. Draft term sheets and letters of intent for prospective investment opportunities as necessary. Manage the investment review and approval process within Revere. Coordinate and review all relevant legal documentation required in the structuring and closing of the investment, including the design of the required weekly and monthly reporting framework. Ensure that portfolio management, operations, and accounting teams are fully prepared for the funding and management of new investments. Work with portfolio managers, risk managers, and other senior investment professionals to gather requirements for a risk analytics and reporting visualization platform. Develop appropriate Company marketing and presentation materials for both investment prospects and investors. PREFERRED QUALIFICATIONS Proven experience with the nuances of consumer lending, including an understanding of the various origination models. Ability to analyze consumer loan portfolios in conjunction with the costs of origination and operations. Comfortable leading the legal documentation process on specific transactions. Knowledge of cash flow modeling, analysis and valuation skills developed in a financial services environment. Strong team leadership, interpersonal, and communication skills Ability to prioritize, multitask, and work independently in a dynamic, deadline-focused environment. High integrity and sound judgement. Strong problem solving, decision making, and organizational skills. Excellent quantitative, verbal, and written communication skills. Strong sense of accountability and dedication to continuous improvement. Proficient in Microsoft Excel, PowerPoint, and Word. Familiarity and/or comfort with SQL, Tableau, Power BI a strong plus. REQUIREMENTS Must have 10+ years banking or private credit investment experience.

We are seeking a highly skilled and motivated Manager of FP&A (Financial Planning & Analysis) to join our finance team. In this role, you will be responsible for leading the budgeting, forecasting, and financial planning processes, developing financial models, and providing strategic insights to leadership. You will play a key role in identifying cost-saving opportunities and revenue growth strategies, as well as supporting long-term business planning. What You'll Do: Lead the budgeting, forecasting, and financial planning process, ensuring alignment with business objectives. Develop and maintain financial models to assess business performance, trends, and risks. Prepare and present monthly, quarterly, and annual financial reports to senior leadership. Collaborate with department leaders to track performance against budget and identify key drivers of financial performance. Conduct in-depth financial analysis to provide insights that support business decisions and strategic initiatives. Identify opportunities for cost savings, operational efficiencies, and revenue growth. Support long-term strategic planning efforts, including scenario planning and business case development. Partner with cross-functional teams to align financial goals with company objectives. What We're Looking For: Bachelor's degree in Finance, Accounting, or related field (MBA preferred). 5+ years of experience in financial planning & analysis, budgeting, and strategic financial modeling. Proven experience collaborating with senior leadership and cross-functional teams. Strong analytical skills with the ability to translate data into actionable insights. Excellent communication and presentation skills. Advanced proficiency in Excel, financial modeling, and ERP systems. Experience in the telecommunications or technology industry is a plus. Why Join ZoomOnline? At ZoomOnline, we are committed to delivering high-speed internet solutions through innovative fiber optic technology. You'll have the opportunity to contribute to a growing organization where your insights and leadership will directly impact our business success. If you're a strategic finance professional ready to make a difference, we'd love to hear from you! Apply today or reach out to learn more about this exciting opportunity. #FinanceJobs #FP&A #Telecommunications #DallasJobs #ZoomOnline

[Job Order: 974555] We are seeking a CFO / Finance Director to be based in Dallas, Texas. This role will report directly to the CEO Key Responsibilities: Serve as the sole contributor for Finance, Tax, and Local Compliance matters. Oversee basic HR and legal functions as required. Act as the regional backend support to the VP. Requirements: Proven experience as CFO / Finance Director with a strong track record of team expansion. Proficiency in Mandarin to effectively communicate with Mandarin-speaking stakeholders and HQ in China. Open to candidates from all industries; however, experience in Manufacturing, Inventory Management, or Trading industry is highly preferred. Please include the following for us to conduct an effective job matching for you: Earliest availability date/ notice period Expected & Last drawn salary To Apply, please kindly email your updated resume to cv_*****************************.sg We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities. Please kindly refer to the Privacy Policy of Good Job Creations for your reference: ************************************************** EA Personnel Name: Victoria Loh Jie Li EA Personnel Reg. No.: R1330197 EA Licence No.: 07C5771

Dallas Fast track to Director Fantastic opportunity to join a high performing manufacturer in the Highly Engineered Products space. This position is responsible for leading and developing a finance team, including Business Unit FP&A Leaders, Plant Controllers, and site finance professionals across multiple sites across the US. The role ensures accurate financial reporting, drives forecasting and budgeting improvements, and leads strategic financial planning. Key responsibilities include: Timely and accurate reporting of business unit financials. Enhancing forecasting, budgeting, and financial planning processes. Partnering with the General Manager (GM) on M&A opportunities, including due diligence for acquisitions. Executing business and strategic plans to drive growth and profitability. Developing strategies to optimize EBITDA and mitigate financial risks. This role requires a strong financial leader with the ability to partner with executive leadership, analyze financial data, and develop strategic initiatives. Additionally, the position demands an effective people leader capable of building and managing high-performing teams. Key Competencies: Strategic Leadership Develops and executes financial strategies aligned with business objectives. Evaluates acquisition targets for financial viability and integration opportunities. Balances short-term performance with long-term strategic growth. Financial Expertise Strong analytical skills in budgeting, P&L management, ROI, EBITDA, and capital allocation. Ability to interpret financial data and drive decision-making through a financial lens. Prioritizes capital investments to maximize returns. People & Talent Development Builds a highly engaged finance organization and fosters a culture of accountability. Coaches and mentors teams to improve financial acumen and drive performance. Leads by example with integrity, clear communication, and a results-driven mindset. Operational & General Management Effectively manages P&L, controls costs, and drives business performance. Works cross-functionally to implement financial best practices across sites. Capable of influencing decisions in a matrixed global environment. Innovation & Process Improvement Champions new ideas and process efficiencies to enhance financial reporting and analytics. Identifies and implements automation and digital finance solutions to reduce administrative burdens. Qualifications: Bachelor's degree in Finance, Accounting, Business, Engineering, or related field (MBA preferred). 10+ years of finance/accounting experience, including 5+ years in a leadership role, preferably in manufacturing. Proven track record of leading finance teams and driving financial performance. Experience in capital investment planning, strategic business planning, and M&A integration. Strong business acumen with the ability to evaluate financial and operational metrics. Willingness to be hands-on while maintaining a strategic leadership approach. This is a high-visibility role with significant impact on financial strategy and business growth. The ideal candidate is a strong leader with deep financial expertise and the ability to drive results in a dynamic global environment. Next Steps Please apply today

Title: Finance Manager Compensation: 110k to 130k Type: Direct Constellation Search Group is looking for a Finance Manager to join our team and play a critical role in shaping our financial operations. Reporting to the VP of Finance, this role is ideal for someone who thrives in a fast-paced, high-growth environment and enjoys building scalable processes from the ground up. Responsibilities: Drive financial reporting & analysis. Own and improve key financial reports, building from scratch and enhancing existing processes. Oversee monthly settlement processes. Manage complex multi-step reconciliations (including cash) for client brands, ensuring accuracy and compliance. Manage financial close. Lead reconciliations, journal entries, variance analysis, and collaborate with cross-functional teams for a smooth close process. Develop financial & operational analyses. Provide data-driven insights to support strategic decision-making. Automation & process optimization. Identify inefficiencies, challenge existing workflows, and contribute to automation initiatives using tools like Airtable, Zapier, and Make. Support budgeting & forecasting. Assist in financial planning while maintaining a strong focus on execution. Cross-functional collaboration. Work closely with Tech, Ops, and Product teams to align finance with business goals. Requirements Strong financial acumen. Experience in accounting, finance, or FP&A, preferably in a high-growth startup. Advanced Excel skills. Proficiency in pivot tables, nested logic formulas, lookup functions, and arrays. Data analytics & automation mindset. Comfort working with large datasets, ETL tools, and a strong desire to streamline processes. Experience with business intelligence tools. Exposure to Power BI, Tableau, or similar platforms. Hands-on ERP experience. Familiarity with NetSuite or similar ERP systems is a plus. Low-code / No-code automation experience. Working knowledge of tools like Airtable, Zapier, or Make preferred. Ability to thrive in ambiguity. Comfortable wearing multiple hats and adapting in a dynamic environment. Creative mindset. Think outside the box and take ownership of problems to design efficient, effective solutions. Strong communicator. Ability to convey complex financial concepts to non-finance stakeholders with clarity and confidence. Benefits:. Medical, Dental & Vision Insurance HSA & FSA options 401k TO & Company Holidays Equal Opportunity Employer: We are deeply committed to building a diverse and inclusive team. We believe that different backgrounds and life experiences make our team better. We do not discriminate against qualified employees or applicants because of race, color, religion, gender identity, sex, sexual preference, sexual identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, mental disability, medical condition, military status, or any other characteristic protected by local law or ordinance.

The Accountant Senior is responsible for preparing general ledger month-end journal entries relevant to their assigned functional accounting team in accordance with Generally Accepted Accounting Principles. Functional Accounting Teams are as follows: Cash Accounting Fixed Assets Accounting Corporate Accounting Payroll Accounting Investments and Foundation Accounting Prepaid Asset, Deferred Revenue, and Notes Payable Accounting Inventory and Supplies Accounting Physician Guarantees and Physician Fees Accounting Purchased Services and Non-Patient Accounts Receivable Accounting Contract Labor and Utilities Accounting Joint Venture Accounting Intercompany Accounting, Allocations, and Eliminations Lease Accounting Technical Accounting Health Plan Accounting Physician Group Accounting Grant Accounting This job requires a strong understanding of United States Generally Accepted Accounting Principles (US GAAP). The Senior accountant should be able to demonstrate an understanding of the purpose of the journal entries they are recording to the general ledger, evaluate the appropriateness of the entry (including the GL accounts used and the financial statement line item classification), and explain the impact to the financial statements. They are responsible for ensuring appropriate and relevant supporting documentation is attached to the journal entry. The Senior Accountant is responsible for evaluating the source of the information for their journal entries and asking appropriate follow-up questions to ensure documentation is appropriate. In some cases, appropriate support will include developing estimates of the current month activity based on financial analysis of historical data. The Senior Accountant is expected to develop an understanding of healthcare specific accounting issues relevant to the assigned functional accounting area. Previous healthcare experience is preferred but not required. The Senior Accountant is responsible for analyzing and providing variance explanations (from budget and trend) related to assigned areas to the accounting leads and managers for month-end review. The Senior Accountant is responsible for completion of monthly balance sheet account reconciliations related to the assigned functional accounting area. The Senior Accountant is responsible for assisting other teams across the System (both at the corporate office and at our facilities) with information requests related to the assigned functional area, as needed. The Senior Accountant is expected to work closely with other teams to resolve issues timely and to the satisfaction of all parties. The Senior Accountant is responsible for other projects, as assigned, which may include but are not limited to: research of GL transactions to understand the impact to the GL, process improvement projects, and assistance for the year-end external audit. The job requires excellent written and verbal communication skills. Responsibilities: Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders. Prepare month-end journal entries in accordance with US GAAP, with complete and accurate supporting documentation. Perform variance analysis on assigned accounts to both budget and trend and provide explanations to their Lead and Manager for month-end review of financial statements. Prepare month-end balance sheet reconciliations. Assist other teams with information requests as needed. Job Requirements: Education/Skills Bachelor's Degree in Accounting or equivalent required. Experience 5 years of experience required. Healthcare accounting experience preferred. Licenses, Registrations, or Certifications Candidates seeking CPA license preferred; some assistance available for those seeking licensing. Position Requirements: Minimum of five years' experience. Healthcare accounting experience preferred. CPA license not required; candidates seeking CPA license preferred; some assistance available for those seeking licensing. Work Schedule: Work Type: Full Time EEO is the law - click below for more information: We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at .

Job Title: Senior Accountant (Technical Accountant w/ SaaS Expertise) We are looking for a highly skilled Senior Accountant with strong technical accounting skills and a solid understanding of SaaS accounting to join our dynamic finance team. In this role, you will play an essential part in ensuring our financial statements are accurate and in compliance with GAAP, particularly with respect to ASC 606 and ASC 340. Your expertise will support our month-end close process, balance sheet analysis, and overall financial reporting, ensuring that all accounting practices meet the highest standards of accuracy and transparency. As a Senior Accountant, you will take the lead on our month-end and quarter-end close processes. This means you will be responsible for preparing and posting journal entries related to revenue, deferred revenue, accruals, and prepaid expenses, while performing thorough balance sheet reconciliations and account analyses to identify any discrepancies. You will also work closely with our Finance, Sales, and Operations teams to maintain the integrity of our financial data and ensure that revenue recognition for our subscription-based contracts is handled accurately. Your technical accounting responsibilities will include researching and applying complex accounting guidance, preparing detailed accounting memos for new transactions, and ensuring that our internal accounting policies and procedures are up-to-date with industry best practices. You will support external audits by preparing comprehensive documentation and schedules that illustrate our adherence to compliance standards. Your role will also involve monitoring and analyzing key SaaS metrics such as ARR, MRR, churn, and customer lifetime value, which are essential for our business growth. In addition to these responsibilities, you will work on enhancing and automating our financial processes, including improvements related to revenue recognition, billing, and reporting. Your involvement in ERP and accounting software system optimization will help drive our business forward, ensuring that our systems are both efficient and effective. We value your ability to identify process improvements that optimize our month-end close and reporting cycles, further contributing to our overall operational excellence. To be successful in this role, you should hold a bachelor's degree in accounting, Finance, or a related field, and ideally be a CPA or actively working toward your certification. You should have over five years of accounting experience, with a significant portion in a SaaS or technology environment. A deep knowledge of GAAP, ASC 606, and subscription-based revenue models is essential, as is your experience with month-end close procedures, balance sheet reconciliations, and financial reporting. Proficiency in Excel and familiarity with ERP and accounting software such as NetSuite, QuickBooks, Intacct, or Zuora are key to managing the technical aspects of this position. Joining our team means you will be part of a high-growth SaaS company that values innovation, collaboration, and professional development. We offer a competitive salary, a comprehensive benefits package, and numerous opportunities for career advancement. If you are looking for a challenging yet rewarding role where you can apply your technical accounting skills and deep understanding of SaaS accounting, we would love to hear from you.

One of our favorite CFO clients is creating a new Sr. Manager of FP&A role. This is a great role for someone who seeks both a compelling mission and a strong FP&A-minded CFO mentor! The ideal candidate for this role is strategic, data-driven, and can play a critical role in driving financial and operational performance. This Manager will be a key member of a strong finance team and will provide support to a dispersed and growing multi-site healthcare services network. Our client is a high-growth PE-backed, mission-focused consumer healthcare services organization. Our Senior Manager of FP&A will serve as a key finance business partner to operational leadership, providing financial insights and analytics to support decision-making. This role will lead monthly operating reviews for operating regions to drive field financial planning, field performance management, monthly performance analytics, monthly action planning, and decision support. There is a great opportunity here to build out new capabilities and make an impact! Duties & Responsibilities Financial Planning & Analysis Establish a reporting cadence with functional leaders, providing support for decision-making and implementing processes to drive accountability for plans, budgets, and forecasts. Conduct variance analysis, identifying trends, risks, and opportunities. Develop scenario modeling to assess financial outcomes of operational decisions. Support leadership in developing action plans and initiatives to course-correct when necessary. Perform insurance payor analysis to evaluate reimbursement trends and payer mix impact. Conduct pricing and gross margin analysis to optimize revenue and profitability. Perform direct cost and service mix analysis to improve financial efficiency. Support the creation of an annual operating plan and maintain budget/forecasting. Conduct research and financial analysis for new market expansion and new site performance analysis to guide strategic growth. Performance Management & Business Partnership Lead monthly operating reviews for all operating regions to drive financial planning and performance management. Drive field financial planning, monthly performance analytics, action planning, and decision support. Serve as a strategic finance partner to operational leadership, providing data-driven insights. Partner with home office leaders and their teams to establish a monthly cadence of P&L reviews to stay on track with financial performance goals. Develop and interpret financial and operational KPIs to monitor performance. Work with Accounting leadership to ensure accurate and timely financial reporting. M&A and Strategic Initiatives Support M&A analysis and integration, assessing financial impact and synergy opportunities. Assist in financial modeling and due diligence for potential acquisitions. Requirements & Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred). 5+ years of experience in corporate finance, FP&A, private equity, investment banking, management consulting, or transaction advisory services. Experience leading financial planning and performance management processes. Strong financial modeling and data analysis skills. Proficiency in Excel, SQL, Power BI, and financial planning software. Experience in healthcare finance, multi-location services, or private equity-backed situations is a plus. Strong problem-solving and consultative skills. Ability to work long hours and manage tight deadlines in a fast-paced environment.

80Twenty is a boutique sales recruitment agency that connects high-growth companies with exceptional candidates. Our client, one of the most famous and successful QSR brands in the world is looking for an Associate Finance Manager to provide critical financial support for national and test promotions. This role involves close collaboration with marketing, supply chain, and other cross-functional teams to ensure promotions are executed seamlessly while driving profitability for our franchisees. The Associate Finance Manager will also deliver key insights to inform future initiatives. Key Responsibilities: Profitability Analysis: Evaluate financial performance to ensure national promotions achieve profitability goals for US franchisees. Cross-Functional Support: Partner with marketing, supply chain, and other teams to provide financial guidance and support during the execution of test and national promotions. Performance Insights: Analyze test and national promotion performance, identify key learnings, and report actionable insights to improve future strategies. Growth Opportunity: This role offers valuable opportunities to build expertise while working with a dynamic brand team. Cross-Functional Collaboration: Gain experience working with cross-functional teams to execute impactful test and national promotions. Data-Driven Decision-Making: Develop skills in tracking KPIs, interpreting promotion performance, and effectively communicating results to stakeholders. Financial Acumen: Expand your knowledge of restaurant menu architecture, pricing, food and paper cost management, and promo/supply forecasting.

Job Title - Financial Analyst/Project Manager Experience Range - 8+ years Technical/Functional Skills SQL, PMP Certified, Financial Analyst. Tableau, Financial, Burn rate, Fieldglass, Clarity Should have understanding on budgeting, burning, forecast creating deep insights from the financial data. VB excel automation Roles & Responsibility : .Build and develop the project team to ensure maximum performance, by providing purpose, direction, and motivation Lead projects from requirements definition through deployment, identifying schedules, scopes, budget estimations, and implementation plans, including risk mitigation Coordinate internal and external resources to ensure that projects adhere to scope, schedule, and budget Analyze project status and, when necessary, revise the scope, schedule, or budget to ensure that project requirements can be met Establish and maintain relationships with relevant client stakeholders, providing day-to-day contact on project status and change. Manage the team. Individual will implement automation to gather data. In addition, should create a to understand implications of staffing/funding swings. Provide data report, build the business or run the business. Handle on boarding, off boarding, fieldglass task, work force or staffing

Job Title: Director of Finance Salary: $120,000 (+/- BOE) Job Type: Direct Hire About the Role: CornerStone Professional Placement is seeking an experienced and strategic Director of Finance to oversee all financial and accounting functions for a nonprofit client. Reporting to the Chief Financial Officer (CFO), the Director of Finance will manage the finance team and play a crucial role in financial reporting, compliance, and strategic planning. This position is an integral part of the Leadership Team and will collaborate closely with key stakeholders, including the Finance, Audit, and Investment Committees of the Board of Directors. Key Responsibilities: Financial Leadership & Strategy: Oversee all accounts, ledgers, and reporting systems to ensure compliance with GAAP and regulatory requirements. Maintain internal controls and safeguards for revenue, costs, program budgets, and expenditures. Prepare monthly financial statements and reports for senior leadership. Lead audit processes and ensure financial compliance. Assist the CFO in annual budgeting and planning, identifying and addressing variances as needed. Provide strategic financial guidance to senior leadership and board committees. Manage investment roll-forwards and track performance in alignment with policies and investment guidelines. Operations & Compliance: Oversee accounts payable, accounts receivable, payroll, and grants administration. Ensure expenditures align with grant and program budgets and prepare financial reports for funding agencies. Review and approve cash disbursements, general ledger activity, payroll tax deposits, and reconciliations. Coordinate and manage the financial campaign process to ensure efficient workflow. Oversee tax filings and ensure compliance with reporting requirements. Supervise and develop a finance team of 3-7 professionals to optimize performance and accountability. Qualifications & Experience: 5-7+ years of finance and accounting experience, with a preference for nonprofit experience managing budgets of at least $10 million. Bachelor's degree in Finance or Accounting required; CPA required; Master's degree preferred. Strong experience in audit coordination, budgeting, grants management, and financial reporting. Proficiency in MIP/Abila accounting software, Excel, and donor-based CRM systems. Knowledge of federal grant fiscal reporting and tax regulations (1099, W2, 990). How to Apply: Please submit your resume to renzt@cornerstonestaffing.com.

We are seeking a highly motivated and detail-oriented Financial Analyst to join our Finance team. The ideal candidate will possess strong analytical skills, a solid understanding of financial principles, and the ability to communicate complex financial information effectively. Reporting directly to the Director of Financial Planning & Analysis, you will play a crucial role in delivering risk-balanced forecasts based on comprehensive data analysis. Furthermore, you will be responsible for creating relevant financial reports that support executive management in making informed decisions. Out of state candidates will not be considered for this position. Candidates who will require sponsorship now or in the future will not be considered for this role. Primary Responsibilities: Financial Analysis Conduct in-depth financial analysis, including variance analysis, financial modeling, and forecasting, to support strategic decision-making. Analyze financial performance metrics and provide insights to drive improvements. Collaborate with cross-functional teams to gather data and insights for financial analysis. Identify trends, risks, and opportunities in financial data and provide recommendations. Assist with preparing financial reports & presentations for management and stakeholders. Assist in budgeting, planning, and forecasting processes. Coordinate monthly commentary process with the Finance team. Support ad-hoc financial projects and initiatives as needed. Accounting Management: Assist with day-to-day accounting operations, ensuring the accuracy and integrity of financial transactions and records. Ensure compliance with accounting principles, standards, and regulatory requirements. Manage and optimize the company's financial systems and processes, identifying opportunities for automation and efficiency improvements. Qualifications and Skills: Bachelor's degree in finance, Accounting, Economics, or related field. 2+ years of experience in financial analysis or related role. Strong proficiency in Microsoft Excel and financial modeling. Excellent analytical, problem-solving, and critical thinking skills. Ability to work independently and collaboratively in a fast-paced environment. Strong attention to detail and accuracy. Excellent communication and presentation skills. Experience with NetSuite & Vena a plus. Beauty and/or Retail industry experience a plus CPA certification and/or public accounting experience a plus. Competencies: INTERPERSONAL SKILLS - This role demonstrates the ability to understand relationship-orientated aspects of social effectiveness and to operate successfully in a variety of social exchanges. PRUDENCE - This position must demonstrate a willingness to see the perspective of others and an inherent respect for divergent opinions. COMPETENCE - The incumbent should demonstrate proficiency in their area of expertise. DECISION MAKING - This role will be required to display the ability to make good decisions and / or lead a sound decision-making process. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Employees are regularly required to talk or hear Employees are frequently required to stand, walk, and use hands and arms to reach for items and / or materials. Employees are occasionally required to lift office products and supplies, up to 20 pounds. Travel and Hours: This position is a full-time, salaried/exempt position. Hybrid work schedule with 3 days in office: Tuesday, Wednesday & Thursday each week. Travel is not required for this role. Legally able to work in the United States WITHOUT sponsorship EEO Statement: It is Company policy to provide equal opportunity in employment, development and advancement for all qualified persons without regard to age (40 and over), ancestry, sex/gender (including gender identity, gender expression, pregnancy, childbirth and related medical conditions), color, marital status, registered domestic partner status, medical condition, genetic characteristics/information, national origin, physical or mental disability, race, religion (including religious dress and grooming practices), sexual orientation, military and veteran status, or any other classification protected by applicable law.

Empower Clients. Build Your Future. Make an Impact. Start a career where you can help clients achieve and maintain financial security by offering strategic recommendations tailored to their individual needs and long-term goals. As a Financial Advisor, you'll have the opportunity to: Build lasting relationships with clients and guide them through critical financial decisions. Receive award-winning training on financial markets and products, mentorship, and business coaching to accelerate your growth. Unlock unlimited career and income potential with a clear path for advancement. Enjoy a flexible work schedule while making a positive impact. Company sponsored licensing and continued professional development. Is this the career move for you? If you're ambitious, coachable, and driven by a desire to help others, we want to connect. No prior experience in finance? No problem. Our team is built on diverse backgrounds, and we provide the tools, training, and support to help you succeed. Take control of your future while making a meaningful difference in the lives of individuals who value financial stability. is something like this what you are thinking I AI'd it and then tweaked it some on my own (I feel like JDs and job postings and call summaries are the best use of AI in our field)

The Financial Analyst is a key member of the Financial and Operations department. This position plays a key role in the overall financial and operations goals by assisting with financial report building and maintenance, including CFM and Blackbaud reports. This position will act as the lead person for all Blackbaud security updates and account access needs. It is also responsible for supplying grant data, depositing checks, reviewing, and recording credit card transactions to the GL, assisting with annual financial audits, general accounting, and attending finance and endowment committee meetings. This position will also act as a backup for payroll processing. This position reports to the Chief Financial Officer. This role will have a hybrid work schedule, with the option to work remotely Monday and Friday and required to work on-site Tuesday through Thursday. This position is full-time, eligible for full benefits. It is an exempt position, not eligible for overtime. HOW TO APPLY Please submit resume and cover letter via email to ******************************* with Financial Analyst in the subject line. ESSENTIAL DUTIES AND RESPONSIBILITIES • Responsible for Blackbaud administration • Responsible for analyzing financial data and providing forecasting support. • Assisting with financial report building and maintenance • Responsible for supplying grant data. • Responsible for reviewing and recording credit card transactions to the GL. • Responsible for remote check depositing • Attending & note taking for the finance and endowment committee meetings. • Backup for payroll processing • Assisting with general accounting and with annual financial audits • Perform work in a manner that is consistent with DTC's Mission, Vision, and Values. • Be an active participant in DTC's work towards equity, diversity and inclusion and becoming an anti-racist organization. • Must be available on some nights and weekends, as needed. • Other duties as needed or assigned. SKILLS AND KNOWLEDGE REQUIREMENTS • Excellent verbal and written communication skills. • Outstanding organizational skills, attention to details and ability to multitask. • General accounting skills, including accounting principles, standards, and techniques. • Calculating budgets and cost/variance analysis. • Intermediate knowledge of accounting programs • Exceptional analytical, critical thinking, trouble shooting and problem-solving skills. • Exhibits appropriate sense of urgency and ability to work well with customers of all demeanors. • Demonstrated track record of working effectively within a collaborative and cohesive team-based environment. • Capability to handle variety of time-critical situations and identify prioritization. • Self-starter with ability to work well independently and in groups. • Demonstrated commitment to equity, diversity, and inclusion. • An appreciator of theater and an advocate for its value for the community. EDUCATION AND EXPERIENCE REQUIRED • Bachelor's degree in finance, accounting, or related field • Minimum of five years of relevant experience • Advanced knowledge of Microsoft Office including Excel • Experience with Blackbaud is a plus.