Senior Manager, Accounting & Financial Reporting
Senior finance analyst job in Irving, TX
Continue to Grow with GXO.
At GXO, we know our greatest asset is people like you - energetic, innovative people of all experience levels and talents who make GXO a great place to work. Your career matters to us because your passion and excitement will help keep our company moving forward.
We believe that positive financial results are what fuel our growth and keep us at the top of our industry. As the Senior Manager, Accounting, your financial skills and attention to the small details will ensure our operations continue to run smoothly. If you're ready to build an exciting career with a dynamic global company, we have the opportunity for you to grow with GXO.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
What you'll do on a typical day:
Prepare and analyze the consolidated monthly regional internal financial reporting package, including income statement, balance sheet, statement of cash flow, and selected accounts, providing meaningful explanations of results with insights into trends, variances and key business drivers
Oversee regional consolidation for multiple entities, resolving issues, as required
Prepare and/or review monthly top-side journal entries in HFM
Prepare selected financial data to support the Company's 10-Q and 10-K disclosures
Document accounting analyses and conclusions on selected matters in quarterly accounting memos
Research and analyze complex technical accounting matters and document conclusions
Prepare ad hoc financial analyses to support customer proposals and/or customer reporting requirements
Support annual audit testing and quarterly review activities with external auditors
Ensure robust internal controls over financial reporting in compliance with Sarbanes-Oxley (SOX) requirements, including disclosure controls and procedures
Supervise and develop Senior level staff
What you need to succeed at GXO:
At a minimum, you'll need:
Bachelor's degree in Accounting
CPA
5 years of experience in accounting with exposure to multi-entity consolidations and preparing and analyzing financial statements
Experience with Microsoft Office, including creating complex formulas and pivot tables in Excel
Experience creating reports using reporting tools such as HFM and Power BI
Effective communication skills, interpersonal skills, and ability to collaborate with others
Ability to execute in a dynamic and fast paced environment by demonstrating organizational, interpersonal, communication, problem-solving, multi-tasking, and prioritization skills
Experience working and problem-solving independently, organizing workload and priorities, managing direct reports, and completing tasks on time
It'd be great if you also have:
Public accounting experience in an audit or advisory capacity
Technical accounting experience including researching, analyzing complex technical accounting matters, documenting conclusions and ensuring application of new accounting standards
Experience in the logistics and transportation industry
We engineer faster, smarter, leaner supply chains.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
The ideal candidate will be responsible for managing multiple financial analysis projects at the same time. At month end, you will be responsible for budget, projection, and actual variance commentary.
Responsibilities
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances
Ensure compliance with internal and external accounting standards and financial policies
Qualifications
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Proficient in Microsoft Excel
Strong quantitative financial skills
Corporate Finance, FP&A
Senior finance analyst job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Qualifications:
4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, and analytical skills.
Proven experience in M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
Tarvos Talent is partnering with a rapidly growing organization to identify a Senior FP&A Analyst for their expanding team in Dallas, TX. This newly created role was added due to company growth and offers the opportunity to work closely with leadership and investors while contributing directly to strategic initiatives that fuel the company's next stage of expansion. This role would ideally be in office 4-5 days a week but they are also open to a 3/2 hybrid schedule for the right person.
Why Work Here:
Join a highly visible position where your insights, models, and recommendations directly influence company-wide decisions and growth.
Take on engaging, forward-focused work that shapes the overall business strategy.
Work with leadership who cultivate professional development and a friendly and collaborative environment.
Core Responsibilities:
Build financial models and perform ad hoc analysis to support budgeting, forecasting, and strategic planning.
Analyze P&L results, trends, and performance metrics to deliver clear insights to leadership.
Create and maintain dashboards using BI tools such as Omni, Tableau, or Power BI.
Partner with cross-functional teams to gather data, validate assumptions, and drive process and system improvements (including Planful).
What You'll Bring:
Bachelor's degree in Finance or a related field with relevant FP&A experience.
2+ years of analytical experience.
Advanced Excel skills, including building models from scratch.
Experience with BI tools; exposure to Planful is a plus.
For immediate and confidential consideration, please apply online at ******************** or call ************ today. You may also e-mail your resume directly to ************************.
Finance Manager
Senior finance analyst job in San Antonio, TX
The Bolton Group is partnering with a well-established and large homebuilder to look for a Finance Manager for their Edinburg, Texas location.
The Finance Manager is responsible for providing financial and analytical support to help drive operational success in sales, land, construction, purchasing, warranty and escrow. This position also organizes detailed key performance indicators and financial performance analysis through income statement, balance sheet, and cashflow statement.
Experience from a large public accounting firm or home building industry is required.
The schedule is full time onsite with flexibility.
Pay: $100K - $130K + 20% discretionary bonus - relocation bonus can be considered
Qualifications:
Bachelor's Degree (B.A.) in Accounting, Finance, or related field is required
Minimum 2 years public accounting or homebuilding accounting/finance
Strong ability to Ability to create reports & dashboards to analyze trends and information.
Proficiency in Power BI
Strong data analysis skills and experience
If you are interested, please reach out to Thun Lennert at ************************
Senior Financial Analyst
Senior finance analyst job in Houston, TX
The Senior Financial Analyst will play a key role in supporting the financial planning, reporting, and analysis needs of our construction and real estate development operations. This role partners closely with project managers, development teams, accounting, and executive leadership to ensure accurate budgeting, forecasting, and performance reporting across multiple active projects. The ideal candidate brings strong analytical skills, a solid understanding of construction financials, and experience supporting full project lifecycles.
Key Responsibilities
Project Financial Management
Develop, maintain, and refine detailed project budgets, cost forecasts, and cash flow projections for construction and development projects.
Perform budget vs. actual cost analysis, highlight variances, and collaborate with project teams to identify cost drivers, risks, and opportunities.
Support monthly Work-in-Progress (WIP) reporting, including revenue recognition, percentage-of-completion calculations, and margin analysis.
Assist in preparing and updating pro forma financial models for development projects, including scenario analysis, return metrics, and feasibility assessments.
Track and analyze project invoices, commitments, and cost-to-complete reports to support accurate forecasting.
Financial Planning & Analysis
Prepare monthly, quarterly, and annual financial reports for management, lenders, and internal stakeholders.
Support companywide forecasting, long-term planning, and budgeting cycles.
Develop dashboards, KPIs, and performance analysis tools to support operational and strategic decision-making.
Conduct ad hoc financial modeling and analysis for acquisitions, dispositions, capital planning, and new development opportunities.
Cross-Functional Collaboration
Partner with accounting, project management, and development teams to ensure consistent project financial data and reporting accuracy.
Present financial insights, trends, and recommendations to senior leadership.
Qualifications & Requirements
Bachelor's degree in Accounting, Finance, Business, Economics, or related field required.
2-6 years of experience as a Financial Analyst, preferably within the construction, real estate development, or general contracting industry.
Strong understanding of construction cost structures, project financials, and development lifecycles.
Hands-on experience with project budget creation and management, forecasting and cash flow analysis, Budget vs. actual variance analysis
WIP reporting and revenue recognition, Pro forma modeling for development projects
Advanced Excel skills (pivot tables, advanced formulas, financial modeling).
Strong analytical, organizational, and communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Financial Systems Analyst
Senior finance analyst job in Houston, TX
Workday Financials Administrator - Remote - up to $130,000
Strong preference for Houston-based candidates!
I'm working with a healthcare organization that's in the middle of a Workday Financials implementation, and they're looking for a Workday Finance Systems Administrator to support the build, stabilization, and long-term optimization of the platform. Remote is fine, but they'd love someone who is able to come into their Houston office as needed, a few times a week.
What You'll Do:
Support ongoing Workday Financials implementation work: configuration, testing, validation, and post-go-live stabilization
Work closely with Workday & their Solution Implementor
Administer Workday FINS on a day-to-day basis: security, business process updates, reporting, data loads, and integrations support
Partner with Finance, AP, Procurement, and RevCycle teams to capture requirements and translate them into scalable Workday solutions
Troubleshoot system issues, log/manage tickets, and collaborate with the implementation partner
Handle release testing, change management, and documentation for new features
What You Bring:
At least one end-to-end Workday Financials implementation (non-negotiable)
Hands-on functional experience with key FINS modules - AP, AR, Banking/Cash, Procurement, Expenses, Projects, or similar
Experience with Prism/Accounting Centre a bonus
Ability to configure business processes, security, and reporting
Experience supporting finance stakeholders and translating requirements
Healthcare experience is a plus, but not required
Strong communicator who can work effectively in a remote-first environment
Why This Role is Great:
Join right as Workday FINS goes live - high impact, high visibility
Remote flexibility with preference for Houston-based collaboration
Healthcare org that's heavily investing in modernizing their systems and processes
Opportunity to shape the long-term roadmap beyond go-live
Will be able to take a leadership position in the Adaptive Implementation next year
Finance Manager (CIMSA AMERICAS)
Senior finance analyst job in Houston, TX
We are looking for a Finance Manager to join our Çimsa Americas Team!
is located in Houston, Texas,
As Finance Manager at Çimsa Americas you will be responsible for:
Organize the company's financial planning and operational processes (current year and long-range planning) across the Americas and all business units through cross-functional coordination, key driver analysis, KPI management, and collaborative support
Lead and optimize the finance function and all operational teams
Develop and manage strong relationships with internal teams, customers, tax authorities, banks, and vendors
Establish and maintain a documented system of accounting policies and procedures
Create an orderly chart of accounts and a robust system of controls over accounting transactions
Manage the annual audit process to ensure accurate and comprehensive results, meeting all deadlines and requirements of lenders, owners, and other stakeholders, while maintaining positive working relationships
Develop and oversee the treasury strategy
Manage cash flow effectively
Ensure timely, accurate, and complete financial reporting for senior management and shareholders; lead month-end and year-end closing processes and coordinate consolidation
Ensure compliance with all reporting requirements and tax filings for local, state, and central public institutions and banks
Prepare the 1-year budget, 3-year budget, and expected financial forecasts
Ensure the finance area is managed in a safe, organized manner in alignment with budgetary guidelines
Proactively assign tasks and teams for additional responsibilities and projects
Monitor and manage credit risk
Tracking Related Party transactions and Transfer Pricing Reports
Digitalization Projects and SAP implementation
This is the opportunity for you if you have these skills and requirements:
University degree in related fields, (Faculty of Economics or similar) preferably a master's degree
7-10 years' experience in accounting/finance department, preferably in an international group of companies
Advanced knowledge of English and Turkish
Advanced use of MS Office programs
Ability to use Microsoft Office and SAP programs effectively
Having good judgment, analytical thinking, responsible
Team management skills
Big 4 experience is plus
ÇİMSA considers
equality, diversity and inclusiveness
in business life as a part of the culture of doing business, and implements the policies it publishes and practices related to this. To contribute to creating a more socially inclusive world by providing fairer and equal working environments for all; It aims to develop creativity by providing different perspectives by employees using all their talents and differences that make them special, at work, to attract people from all segments of the society who do their jobs in the best way and to retain existing talents.
ÇİMSA observes the principle of
"Equality at Work"
in all its processes. In this context, it aims to provide gender equality by providing equal opportunities to its female and male employees, to fight against stereotypes and prejudices of sexism, and to prevent all kinds of discrimination.
Treasury Analyst
Senior finance analyst job in Houston, TX
The primary responsibility of the Treasury Analyst is to accurately manage the Company's daily cash movements, assist the Treasury Manager with cash flow forecasting, and identify opportunities to optimize cash utilization. This position requires a high degree of independent work while also contributing effectively as a member of the team.
Reporting relationships:
This position reports to the Assistant Director, Finance and Accounting.
Essential Job Functions:
• Forecast short-term and long-term cash flows
• Carry out daily payable transactions and apply receivables to accounts
• Control daily cash exposure
• Daily bank reconciliation in the Company's ETRM system
• Prepare loan applications
• Daily margin call payment and reconciliation
• Month-end processing and reporting
• Follow treasury procedures
• Ensure the accuracy of treasury related booking and reconciliation in the ERP system
• Completion of other projects and work assigned by the manager
Qualifications:
• Bachelor's degree in accounting or finance
• Two plus years accounting or treasury experience
• Experience in FX would be a plus
• Experience in SAP system would be a plus
• Ability to conduct necessary research, reconciliations and presentations as needed
• Must be able to work with high deal of accuracy
• Must be able to adhere to set deadlines
• Must be very well organized and detail oriented
• Must be able to work well under pressure
• Must have good written and verbal communication skills and strong analytical skills
Financial Relationship Consultant
Senior finance analyst job in Dallas, TX
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Finance Associate - Acquisitions & Planning
Senior finance analyst job in Houston, TX
The Sullivan Brothers Family of Companies (SBFC) is a diversified operating and investment platform spanning environmental remediation, disaster recovery, health, construction, infrastructure, industrial operations, energy and natural resources.
Through long-term investment and disciplined execution, SBFC develops and operates businesses that strengthen communities, enhance critical infrastructure, and contribute to a more sustainable and resilient future.
Role Description
The Associate - Acquisitions & Planning will collaborate with the Chief Investment Office and Financial Planning & Analysis teams to support the Sullivan Brothers Family of Companies (SBFC) in its financial management and strategic growth initiatives. This role focuses on evaluating and integrating new business ventures, monitoring portfolio company performance, and driving financial analysis to optimize efficiency, profitability, and returns. The Associate will work closely with management teams to analyze business drivers, historical performance, competitor benchmarks, and financial forecasts, while supporting budgeting and strategic planning to align with corporate objectives. The role will also support the firm's financing and capital markets activities, including maintaining banking relationships, evaluating funding alternatives, and assisting with debt and credit facility management across the portfolio.
Responsibilities
Assist in the acquisition process for new businesses and investments, including due diligence and financial evaluation
Monitor and analyze the financial performance of existing and newly acquired business units
Develop and maintain detailed financial models for cash flow analysis, budgeting, forecasting, and corporate goal tracking
Evaluate Key Performance Indicators (KPIs) to proactively identify potential business issues before they impact financial performance
Conduct ad hoc financial and strategic analyses related to capital projects, acquisitions, commercial contracts, and other initiatives
Collaborate with accounting and operations teams to ensure accurate financial reporting and timely delivery of key performance insights
Develop valuation analyses and return models to evaluate potential investments, divestitures, and internal capital projects
Contribute to the development of long-term strategic plans, capital allocation frameworks, and scenario analyses
Prepare investment memos, presentations, and reports to support decision-making and strategic recommendations
Assist with capital markets activities, including lender communications, credit facility reporting, covenant monitoring, and evaluation of financing structures to support growth and liquidity needs
Support relationship management with banks, financing partners, and other capital providers across the SBFC portfolio
Provide analytical and strategic support to the Chief Investment Officer and Chief Financial Planning & Analysis Officer as needed
Qualifications
Previous experience with investment bank, private equity, consulting or public accounting firm preferred
Must have intermediate to advanced proficiency in Microsoft Excel
Demonstrate excellent analytical, communication, research and writing skills
Demonstrate leadership skills to direct a project and/or team
Must be able to work independently and enjoy working in a dynamic and energetic entrepreneurial environment with the potential for tight timelines and rapid schedule changes
4-year and/or graduate degree in finance, accounting, management, economics, engineering or data analytics
Sap Finance Control Consultant
Senior finance analyst job in Austin, TX
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Telecommunication Data & Financial Analyst(NEED ONLY US CITIZENS)
Senior finance analyst job in Richardson, TX
Title: Data & Financial Analyst
Job Type: Contract
Skills Required
Tableau , query running
Analytically Strong
Combination of data analyst and financial analyst. Strong Excel/Tableau/Smartsheet skills is key, with solid experience in both financial and operational reporting:
1. Develop and maintain data infrastructure
Gather data from multiple sources, maintain data sets and ensure data integrity. Proficiency in nSAP/1ERP will be advantageous
2. Perform data analysis and management reporting
Identify, analyze and interpret trends using advanced Excel/Tableau/Smartsheet features. Conduct financial and operational performance analysis. Produce reports for performance tracking, budgeting, planning and forecasting purposes
3. Create data visualizations
Design and build data visualizations (including charts, tables and dashboards) using Excel, Tableau and/or Smartsheet to present complex data in a clear, simple and impactful manner
4. Collaborate and communicate findings
Work with stakeholders through the data analysis and reporting workflow. Present findings and recommendations to stakeholders in a clear, concise manner
5. Support process improvements
Identify opportunities to streamline existing reporting and management processes
Thanks
Aatmesh
*************************
FP&A Analyst
Senior finance analyst job in Dallas, TX
Job Title: FP&A Analyst
FLSA Status: Exempt
About us: At Compatriot Capital, Inc. (“CCI”), our strategic focus is on investing in real estate companies and their projects. We are dedicated to growing enterprise value by forging strong relationships with talented and committed partners in the real estate industry. Our mission is to provide crucial capital support to facilitate the growth and expansion of private real estate operating companies while building a diverse portfolio of real estate assets. Compatriot currently manages approximately $7 billion in real estate investments with an ambitious growth plan for the next 10 years. Compatriot is a wholly owned subsidiary of Sammons Enterprises, Inc. (“Sammons”), one of the largest privately held companies in the U.S. Sammons is proudly 100% employee owned, and our unique capitalization is the foundation of our culture of ownership.
Job Summary: The FP&A Analyst will report to the Director of FP&A and play an integral part in shaping the company's financial strategy, supporting operational leaders, and driving actionable insights. This position will be responsible for portfolio valuations, budgeting, forecasting, variance analysis, financial modeling, and KPI tracking, while also supporting executive-level presentations and analysis. The role requires a balance of analytical rigor, cross-functional collaboration, and proactive problem-solving.
Supervisor: Director of FP&A
Primary Responsibilities:
Prepare quarterly valuations for a diversified real estate portfolio, collaborate with stakeholders to confirm assumptions, and maintain complex models on operating real estate investments and portfolio companies.
Assist with annual budget creation, forecasts, and ongoing variance analysis.
Update and maintain financial models; conduct variance analysis and communicate insights to leadership.
Champion improvements in data management and become a power user of Cherre, Compatriot's data platform.
Monitor KPIs frequently and proactively identifying trends and collaborating with operational leaders to capture growth opportunities.
Evaluate assumptions and perform robust scenario analysis, including benchmarking against competitors and external data.
Streamline processes and improve financial models for greater efficiency and responsiveness.
Support the development and maintenance of models for the company's long-term business plan.
Partner with cross-functional teams to provide insights, optimize company spending, and evaluate the financial implications of the pipeline of large-scale projects.
Prepare dashboards, reports, and executive-level presentations.
Lead or support ad-hoc reporting, analysis, and special projects as required.
Performance measurement (unrealized and realized returns and maintain database).
Assist in maintenance of records in Prophix, the data platform of Sammons.
Education and Qualifications:
Bachelor's degree in Finance, Business, Accounting, or Real Estate.
2-5 years of deal transactions, valuation consulting, or relevant financial analyst experience.
Advanced proficiency in Excel; experience with Power Query or Power BI preferred.
Strong PowerPoint skills, with the ability to create and deliver executive-level presentations.
Understanding of GAAP and financial acumen.
Excellent analytical, problem-solving, and critical-thinking abilities.
Effective communication skills-able to translate financial insights into actionable recommendations.
Highly detail-oriented and organized, with the ability to maintain a big-picture perspective.
Proactive, entrepreneurial, and comfortable working in a fast-paced, dynamic environment with strict deadlines.
Collaborative team player, adaptable, and willing to take on diverse responsibilities.
Available for full-time in-office work in Dallas, TX (Mon-Fri).
Other Duties: Please note this job description is not exhaustive. Responsibilities and activities may evolve in line with the Compatriot's needs.
Digital Asset Analyst
Senior finance analyst job in Brownsville, TX
Job Description: Digital Asset Analyst
General Purpose:
First Brands Group is looking for a Digital Asset Analyst. Role will be responsible for creating, maintaining, and distribution of product images. This position will collaborate closely with our US based catalog, product management, and sales teams to execute these job duties.
Primary Job Tasks and Responsibilities
Primary responsibilities involve taking product images and editing files prior to loading them into our Digital Asset Management system.
· Lead the planning and production of digital product images
· Facilitate and liaison with product management team demands
· Ensure customer requirements are met for B2C digital assets
· Plan and schedule media project timelines
· Track project deliverables using appropriate tools
· Work with multiple digital asset management platforms and systems
Knowledge, Experience, Competencies
· Competent with digital imaging and video hardware and software
· Team player with strong communication skills
· Self-motivated with critical thinking, communication, and problem-solving skills
· Working knowledge digital media and internet
· Planning and organizing
· Decision-making
· Communication skills
· Adaptability
Education, Skills Requirements
· Education - Digital Media or Graphic Design Certificate, Associates or Bachelors degree
· Minimum 2 years of experience in business
· Proficient in multiple media software platforms; Adobe CS5, Flash and Acrobat X
· Proficient in Excel, Word and Access
Job Type: Full-time
Benefits:
Health insurance
Health savings account
Life insurance
Work Location: In person
Senior Outcomes Analyst
Senior finance analyst job in Addison, TX
Company - Our client is a national healthcare services leader, widely recognized for its extensive network of occupational health centers. Known for innovation and operational excellence, this organization is committed to improving workforce health outcomes and is supported by a collaborative, data-driven culture.
Job Title - Senior Outcomes Analyst
Location - Addison, TX (hybrid, 3-4 days/week in office; candidates must live within 40 miles)
Role Type - Direct Hire
Must Have Skills:
Proficiency in SQL and Excel
Experience working with large, complex data sets
Strong analytical skills for identifying trends, patterns, and operational behaviours
Demonstrated ability to implement and monitor programs post-deployment
Excellent written and verbal communication skills
Responsibilities and Job Details:
Analyze performance metrics and outcomes across multiple locations to identify inefficiencies and bottlenecks
Support and maintain data infrastructure and pipelines (approx. 40% of role)
Interpret data and contribute to program development and solutioning initiatives (approx. 60% of role)
Collaborate with a small, close-knit team to deliver actionable insights for operational improvements
Work closely with center teams to support strategic initiatives
Communicate findings and recommendations clearly to both technical and non-technical stakeholders
Administer outcome-based programs and track ongoing effectiveness
Contribute to the continuous improvement of data processes and tools
Participate in onsite interviews and technical assessments as part of the hiring process
No relocation assistance provided; candidates must be USC or GC holders
Cutover Analyst
Senior finance analyst job in Houston, TX
About the Role
We are seeking a Cutover Analyst / Associate Project Manager to support a major system implementation within the oil & gas sector. This person will be the boots on the ground during cutover activities, working directly with client teams under the guidance of the Cutover Lead. The ideal candidate has strong organizational skills, clear communication, and hands-on experience with cutover execution in complex environments.
This role is onsite 4 days per week in Houston and requires prior experience in cutover for ERP or large-scale system implementations.
Responsibilities
Serve as the primary onsite resource during cutover execution, working closely under the Cutover Lead.
Coordinate cross-functional teams to prepare, validate, and execute the cutover plan.
Track, manage, and report progress on all cutover tasks, escalating risks or blockers as needed.
Ensure all prerequisites and dependencies are met prior to cutover.
Support risk identification, mitigation planning, and issue resolution.
Maintain clear communication with stakeholders throughout planning, execution, and post-cutover support.
Assist with post-go-live validation, troubleshooting, and stabilization activities.
Required Skills & Experience
Cutover experience is mandatory - planning, coordination, and hands-on execution.
4+ years in Agile project management or APM-level responsibilities.
Experience coordinating cross-functional teams in high-pressure environments.
Strong communication, organization, scheduling, and reporting skills.
Experience supporting ERP or large-scale system implementations is a strong plus.
Oil & gas industry experience preferred.
Measurement Analyst
Senior finance analyst job in Houston, TX
Measurement Analyst (Production side, not I.T.)
Full Time
Houston, TX
This role reports to a Measurement Supervisor and works on-site in Houston, Texas, with occasional travel to operational facilities. The position collaborates closely with multidisciplinary teams focused on measurement accuracy, data management, and continuous process improvement. You will partner with business unit teams, field personnel, and production accounting to ensure reliable and accurate volume data.
Essential Duties and Responsibilities
Run FLOWCAL exception resolver daily and address identified exceptions on a weekly basis
Use historical data and analytical skills to estimate unrecoverable production data
Maintain and evaluate facility balancing on a weekly and monthly basis
Collaborate with production data management personnel to ensure consistent and accurate asset-wide production data
Import and assess meter proving, meter calibration, and liquid/gas analysis data to ensure quality and compliance with contractual requirements
Complete end-of-month close processes
Create and track field measurement issues
Deliver clear, concise, and timely communication regarding measurement and product validation activities
Manage multiple projects simultaneously while meeting deadlines
Requirements
Skills and Experience
Proficiency with Microsoft Office, including intermediate-level Excel skills
Experience with FLOWCAL and related products
Database and SQL experience; allocation experience preferred
Experience with Spotfire
Background in oil and gas production operations or measurement
Basic understanding of gas and liquid measurement principles
Education Requirements
Minimum of a high school diploma or equivalent
Bachelor's degree in Math, Accounting, Computer Science, IT, or Finance preferred
Relevant experience may be considered in place of a degree
Years of Experience
Minimum of three (3) years of experience in E&P oil and gas production
Travel Requirements
Occasional travel to field locations within the business unit is required.
AI Analyst
Senior finance analyst job in Houston, TX
Onsite - Central Houston
Full-Time | Excellent Benefits | Long-Term Growth Opportunity
Our client is seeking a forward-thinking AI Analyst/Architect to lead the design, deployment, and optimization of AI-driven solutions across their manufacturing organization. This role will focus on leveraging technologies such as custom GPTs, LLM-based tools, generative AI, and intelligent automation to streamline operations, enhance decision-making, and drive digital innovation.
This is a highly visible position with the opportunity to directly shape the company's AI strategy and build impactful, real-world solutions.
Qualifications
Education / Certification
Bachelor's or Master's degree in Computer Science, Data Science, AI/ML, or a related field
Equivalent industry experience may be considered in lieu of formal education
Experience
2+ years working with AI/ML technologies, ideally including LLMs such as GPT
Hands-on experience with OpenAI, Azure OpenAI, LangChain, or similar frameworks
Strong understanding of prompt engineering, model fine-tuning, and API-based integration
Experience deploying or customizing solutions within Microsoft Copilot
Acumatica ERP experience is a plus
Familiarity with Python, REST APIs, and cloud ecosystems (Azure preferred)
Excellent communication, documentation, and project management skills
Preferred Skills
Experience with Power BI, Azure Cognitive Services, or Microsoft Copilot Studio
Knowledge of AI governance, data privacy, and responsible AI practices
Ability to clearly communicate technical concepts to non-technical stakeholders
Major Responsibilities
1. AI Solution Development & Deployment
Design, configure, and deploy custom GPTs and other AI/ML models tailored to business requirements
Partner with business leaders to identify high-value use cases and translate them into production-ready AI solutions
Lead prompt engineering, fine-tuning, and integration of LLMs into internal systems and applications
2. Copilot & Acumatica Integration
Build and deploy AI tools that enhance productivity within Microsoft Copilot (Word, Excel, Teams, Outlook)
Integrate generative AI capabilities into Acumatica ERP to automate tasks, streamline workflows, and improve data-driven insights
3. AI Strategy & Governance
Establish and maintain best practices for responsible AI, including data governance, ethical use, and model transparency
Monitor model performance and continuously iterate based on user feedback and system data
4. Cross-Functional Collaboration
Work collaboratively with IT, R&D, training, and business units to ensure seamless integration of AI solutions
Provide training, onboarding, and ongoing support to end users and internal teams
5. Research & Innovation
Stay current on emerging AI/ML technologies, advancements in LLMs, and the evolving generative AI landscape
Evaluate external AI tools, APIs, and platforms for potential adoption and integration
Why This Role Is Exciting
Opportunity to lead AI innovation for a well-established, industry-leading company
Direct impact on digital transformation across multiple business functions
Excellent benefits, long-term stability, and room for career advancement
Onsite role in Central Houston with strong visibility and cross-functional involvement
Slotting Analyst
Senior finance analyst job in Flower Mound, TX
Job Title: Slotting Analyst
Job Type: Contract through 4/31/2026 with potential for extension or conversion
We are looking for a skilled and analytical Slotting Analyst to join our inventory control focused supply chain team. The ideal candidate will have 3-5 years of experience in warehouse data analysis with a strong command of SQL and Excel. This role will play a critical part in turning complex data into actionable insights to drive decision-making for a major supply chain modernization initiative.
Key Responsibilities:
Warehouse Flow Analysis:
Conduct on-site audits of warehouse pick paths and travel patterns.
Map and document building layouts, including shelving levels and order picker zones.
Evaluate how associates currently group work and navigate through locations.
Slotting Optimization:
Analyze inventory data to determine optimal product placement.
Develop slotting strategies that reduce travel time and improve picking efficiency.
Data Analysis & Reporting:
Pull and manipulate data using SQL queries.
Apply advanced Excel formulas to calculate and visualize slotting paths
Prepare reports and recommendations for operational improvements.
Collaboration:
Partner with local operations teams to understand current processes and pain points.
Communicate findings and proposed changes to stakeholders effectively.
Qualifications:
Bachelor's degree in Data Analytics, Supply Chain Management, Industrial Engineering, Computer Science, Statistics, or related field
3-5 years of experience minimum in a supply chain analyst role
Intermediate to Advanced SQL skills, with experience querying and transforming large data sets
Advanced Excel experience (including manual formulas)
Inventory management experience
Strong understanding of supply chain concepts and key performance indicators (KPIs)
High attention to detail, data accuracy, and analytical thinking
Excellent communication skills and the ability to present insights to both technical and non-technical audiences
Preferred Qualifications:
Experience with SAP Warehouse Management or EWM
Experience with data warehouses (e.g., Snowflake)
Background in Industrial Engineering or Lean Process Improvement
Knowledge of warehouse slotting principles