Senior Oracle EBS Finance & Projects Analyst
Senior finance analyst job in Houston, TX
Job Title:- Senior Oracle EBS Finance & Projects Analyst
Job Type:- Long Term Contract
Willing to travel up to 10%
for support needed to assist with EBS upgrade from Release 12.2.10 to 12.2.15
Interview - 45 minute virtual or in person interview
Goal is to have them onboarded by EOY and have them start 3rd week in January
Responsibilities:
We are currently seeking a Senior Analyst for Oracle eBusiness Systems, release R12.2.10. This person will work effectively under minimal supervision and provide Technical support for developing and supporting customizations and extensions covering modules in Finance or Oracle Projects. This position will support our business users, participate in all relevant changes management activities, and overall service delivery and customer satisfaction. This will require interaction with core business users and the need to work as a team member of a large Oracle support team.
Responsibilities include, but are not limited to:
Provides technical development and support for Oracle eBusiness Systems Modules.
Collaborates with customers to ascertain system specifications and business/technical requirements to create spec documents that meet their needs.
Responsible for completion of all required Change Management tasks and relevant SOX control requirements (if applicable).
Utilize industry accepted project management principles, methodologies, tools, and best practices throughout the project life cycle.
Acquire and utilizes business knowledge by taking advantage of available resources (internet, books, periodicals, classes/workshops, conferences, etc.) to develop and deliver business expertise solutions.
Tracking deliverable and provide reporting to management as needed.
The successful candidate will have the following qualifications:
Bachelor of Science degree from a 4-year accredited university, or 10 years of related industry or technical experience is required.
At least 5 years of experience working with Oracle eBusiness Modules. Must have experience with Oracle Projects (Project Accounting, Project Billing and Project Cost Management) and its integrations within EBS - Inventory, Enterprise Asset Management, Oracle Time and Labor, Fixed Assets and Accounts Payable modules.
5+ years of experience with SQL, PL/SQL & BI Publisher reporting and Oracle Workflow Builder.
5+ years of experience with the backend table structures for Oracle and eBusiness system module is required.
Experience in Oracle Database 19C, or a higher version, is required.
3+ years of programming experience in Oracle Apex is desirable.
Experience on personalizations and extensions in Oracle Applications Framework is preferred.
Experience working in a multi-developer, team environment is preferred.
Top daily priorities/responsibilities:
Remediating and validating EBS application extensions and customizations in the areas of Finance or Projects.
Working with Oracle Support to find a solution that is feasible and acceptable to implement.
Collaborating with IT Teams and business department personnel to complete EBS upgrade from Release 12.2.10 to 12.2.15
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit ******************* to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Dexian | Unlock trajectory changing opportunities
Unlock business potential with Dexian's comprehensive solutions. Discover staffing, talent development, and valuable resources. Explore now!
FTR Analyst
Senior finance analyst job in Houston, TX
We are hiring an FTR Analyst to join our collaborative trading platform, with a pathway to a trading role. Analysts support trading across multiple US power markets, with current hiring focused on MISO, SPP, and PJM.
Ideal Candidate Profiles:
Profile 1: Power Market / Congestion Analyst
Experience with congestion fundamentals
Understanding of nodal pricing, transmission constraints, outages, and basis drivers
Market experience in MISO, SPP, or PJM strongly preferred
Profile 2: Data / Quant-leaning Analyst (FTR interest)
Strong data-handling background with an interest in FTRs and power markets
Comfortable working with large datasets
Willingness to learn market structure and congestion dynamics
Additional Information:
Familiarity with Python required
Collaborative, self-starters
Opportunity to grow into a trading role
Compensation: $150,000 base + discretionary bonus.
Senior BI Reporting Analyst
Senior finance analyst job in Dallas, TX
Sr. Reporting & Business Intelligence Analyst
Type: Contract (12 months)
Work Arrangement: Onsite as needed - LOCAL Candidates only
Openings: 3
Target Start: 01/2026
About the Organization
This organization is a U.S.-based manufacturer operating across multiple heavy building materials and construction-related product lines. The company supports large-scale infrastructure, commercial, and industrial projects nationwide through a diversified portfolio and a strong operational footprint.
Job Description
We are seeking Senior Reporting & Business Intelligence Analysts to design and deliver enterprise-grade analytics solutions that support Finance, Operations, and Supply Chain functions. This role combines strong technical BI expertise with business partnership to transform complex data into actionable insights.
This is a highly visible role within an IT Reporting & Analytics team, ideal for professionals experienced in Power BI, Microsoft Fabric, and Oracle Fusion reporting environments.
What You'll Be Responsible For
Design, develop, and optimize Power BI datasets, semantic models, and dashboards using DAX and Power Query
Implement enterprise reporting governance, including Row-Level Security (RLS), sensitivity labels, and certified datasets
Build and manage Microsoft Fabric components such as OneLake, Lakehouse models, and Dataflows Gen2
Integrate data from Oracle Fusion Applications using OTBI and BI Publisher, along with other enterprise data sources
Ensure high performance through tuning, incremental refresh strategies, and scalable data models
Maintain compliance with enterprise security and data governance standards
Partner with Finance, Operations, and Supply Chain stakeholders to define KPIs, metrics, and reporting requirements
Support BI DevOps practices, including Git integration, deployment pipelines, and release management
Required Experience & Skills
5+ years of experience in Business Intelligence or Reporting roles
Advanced expertise in Power BI and Microsoft Fabric
Strong SQL skills and hands-on experience with dimensional data modeling
Proven experience with Oracle Fusion Applications Reporting (OTBI and BI Publisher)
Experience implementing governance, security, and compliance in enterprise BI environments
Authorized to work in the U.S. (no sponsorship available)
Ability to pass background check and drug screening
Nice-to-Haves
Experience with BICC and OIC integrations
Paginated (pixel-perfect) report development
Python experience for data wrangling or automation
Education
Bachelor's degree in Computer Science, Information Systems, Data Analytics, or a related field
Equivalent professional experience will be considered
Pay & Benefits Summary
Contract position (12 months)
$65 - $70/hr. W2
Competitive hourly rate (based on experience)
Apply Now!
Senior BI Analyst, Power BI, Microsoft Fabric, OneLake, Dataflows Gen2, Oracle Fusion OTBI, BI Publisher, Enterprise BI, Reporting & Analytics, Contract BI Role
Senior Financial Analyst
Senior finance analyst job in Houston, TX
Title: Senior Financial Analyst of Financial Planning & Analysis (FP&A)
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About Us:
We are currently working with a dynamic e-commerce retail giant, that is on the brink of an exhilarating expansion journey. As they gear up to double the number of retail stores in new states across the U.S. and plan strategic acquisitions of other sport-related retail stores, we are seeking a talented and driven Senior Analyst of FP&A to join our finance team.
Why Join Us:
Thriving Expansion: Be part of a team driving the ambitious goal of doubling their market share, and expanding their footprint across new states.
Fast-Paced, Fun Environment: Immerse yourself in a dynamic work culture with a 40-50 hour work week, where every day brings new challenges and opportunities.
Education:
Bachelor's Degree in Accounting, Finance, Business Administration, or equivalent required.
Work Experience:
Job Description:
Minimum of 2+ years of experience, including planning, forecasting, analyzing, reporting, and business partnering.
PROFICIENT IN POWER BI
Previous FP&A or Corporate Finance experience required.
Retail/e-commerce experience is a plus.
Skills:
Partner effectively with internal teams and external stakeholders.
Strategic thinking coupled with the ability to deliver tactical analysis.
Proven track record of delivering high-impact results.
Excellent written, verbal, listening, and presentation skills.
Analytical and process-improvement-oriented mindset.
Advanced Excel skills.
Responsibilities:
Analyze and support annual planning and monthly forecasting processes.
Provide financial planning support for internal business partners.
Deliver weekly, monthly, and quarterly executive reporting.
Interact regularly with senior management to inform and refine business strategies.
Consolidate and analyze departmental/functional plans and forecasts.
Establish clear ownership, timelines, and deliverables.
Leverage internal and external networks to maximize business goals.
Drive accurate forecasting and long-term vision.
Identify and drive process improvements.
Actively participate in new FP&A initiatives.
Compensation:
Up to $120,000 plus bonus.
Senior Financial Analyst
Senior finance analyst job in Dallas, TX
Role: Financial Analyst - Senior
Duration: 12 Months
*** W2 - USC or GC only ***
Required Skills:
Experience in financial reporting & analysis.
Expert Power Query, Excel, pivot tables, Power BI
Data mining, database management, use of pivot tables, and disparate data cleanup to prepare for analysis
Corporate marketing planning or management experience
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 ************************.
Data & Financial Analyst USC and GC Only
Senior finance analyst job in Richardson, TX
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Domain Experience: Telecom
Key Responsibilities
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
Derivatives Analyst
Senior finance analyst job in Houston, TX
Contract length: 7 months
Schedule: Onsite 3 days per week
Key Responsibilities:Operations
Provides timely and accurate business support for all derivative trade activity, life cycle management, and settlements including third-party messaging to custodians, fund accounting agents and other interested parties
Affirms/Confirms trades utilizing various internal and external applications. Monitors various technology applications ensuring all trade flow activities are processed accurately and timely throughout the derivative trade lifecycle
Liaises with front office, brokers, custodians, vendors, clients, and internal departments to resolve any derivative trade, lifecycle, and reporting related issues or inquiries. Monitors, troubleshoots, and resolves all trade fails
Performs oversight of vendors for any out-sourced derivative activities and processes, including trade capture, confirmation, settlement, variation margin, reporting and collateral
Utilizes internal, custodian, fund accounting, and other third-party systems to resolve inquiries and exceptions
Supports internal and external projects, testing, regulatory reporting requirements, client and audit requests
Maintains and updates all respective procedures and adheres to standard archiving policies
Industry/Regulation
Expected to participate in and continually develop an understanding of the derivative industry, technologies, and regulatory environment. Attend internal service, committee and working group meetings as required
Work Experience / Knowledge:
Must have at least 1-3 years working experience in the investment industry
Working knowledge of exchange traded (ETD), cleared, and over the counter (OTC) derivatives, collateral, and life cycle events
Skills / Other Personal Attributes Required:
A Bachelor's Degree in accounting, economics, finance, math or related field or a combination of education, training and industry experience that provides the required knowledge and skills
Interpersonal and relationship skills necessary to maintain productive relationships and interact effectively with a variety of individuals, teams, and vendors across different business functions
Ability to work and collaborate in a team environment, demonstrate problem-solving skills and an attention to detail
Must demonstrate the ability to make quick decisions, establish priorities and at times work in a fast-paced environment. This includes the ability to handle time critical situations while meeting deadlines
Must have the ability to analyze numerical data, including a working knowledge of Microsoft Excel and PowerPoint, and be able to work within a continuous process improvement culture
A willingness to continue professional development and industry relevant training
Sap Finance Control Consultant
Senior finance analyst job in Richardson, 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
Finance Manager
Senior finance analyst job in Dallas, TX
Why IT GOAT?
At IT GOAT, we don't just work - we take ownership. Every team member is empowered to lead, make decisions, and drive results. Our culture is built on accountability, teamwork, and an unrelenting commitment to excellence.
We're looking for someone who thrives in a fast-paced environment, communicates with confidence, and takes pride in every task - big or small. If you believe in getting things done, staying organized, and being the person others can rely on, you'll fit right in here.
Why IT GOAT is the best place to work?
At IT GOAT, we believe success starts with our people. We hire those who take ownership of their work, support their teammates, and continuously strive to grow. In return, we invest deeply in our team - providing the tools, benefits, and environment to help every employee thrive both personally and professionally.
Here's why IT GOAT stands out as one of the best places to build your career: Competitive Pay, 401k, Paid time off, Comprehensive Health Insurance, Professional Growth and Development are just a few.
Our headquarters in Dallas, TX is where collaboration, innovation, and energy come together. We work in person because we believe strong teams are built face-to-face - through trust, communication, and shared goals.
Job Description:
We're looking for a hands-on Finance Manager to own our accounting and billing function end-to-end. This role blends day-to-day billing, AR, and month-end responsibilities with process improvement. You will oversee a junior AR/Billing resource and work cross-functionally with Sales, Service Delivery, and Leadership.
Key Responsibilities:
Billing & Revenue Operations
- Manage the monthly billing cycle for recurring services, projects, and one-time work.
- Ensure MSAs, SOWs, and change orders are accurately reflected in systems.
- Implement billing controls and run exception checks prior to invoicing.
- Reconcile user counts, licenses, and devices against vendor portals and the PSA.
Accounting & Month-End Close
- Oversee daily accounting tasks, delegating appropriately.
- Complete reconciliations and manage a timely month-end close.
- Coordinate with external CPA for year-end and compliance.
Reporting & Insight
- Produce reporting on MRR, churn, gross margin, credits/write-offs, and other KPIs.
- Provide leadership with clear financial visibility to support decision-making.
Process Improvement
- Improve workflows between Sales, vCIO, Service Delivery, and Finance.
- Ensure service changes and client adjustments are captured before billing cycles.
Team Leadership
- Lead and develop the AR/Billing Clerk.
- Build a culture of accuracy, accountability, and process ownership.
SUCCESS LOOKS LIKE
- 99%+ of invoices are correct the first time.
- A reliable month-end close process is consistently executed.
- Leadership receives clear, actionable reporting.
- Billing-related client issues materially decrease.
REQUIREMENTS
Must-Haves:
- 5+ years of accounting/finance experience, including AR, billing, and close responsibilities.
- Experience in recurring revenue (MSP, SaaS, telecom, or similar).
- MSP or IT services finance experience.
- PSA experience (ConnectWise, Autotask, Halo).
- Strong systems skills: QuickBooks (or similar) and PSA comfort.
- Strong Excel/Sheets skills.
- High attention to detail and process orientation.
Nice-to-Haves:
- Bachelor's degree in Accounting or Finance.
- CPA/CMA (optional).
COMPENSATION & BENEFITS
- Competitive salary based on experience.
- Performance-based bonus potential.
- Benefits package (health, dental, vision, PTO, etc.).
- Opportunity to grow into a senior finance leadership role as IT GOAT scales.
Qualifications
Competitive base + uncapped commission
Health, dental, and vision insurance
401(k) with company match
PTO, holidays, and flexible work options
Energetic, tech-driven culture with real career growth opportunities
A brand you can be proud to represent
Benefits:
Health insurance
401(k) with company matching
Dental insurance
Flexible spending accounts
Vision insurance
Health savings account
Life insurance
On-site gym, covered parking with an onsite car wash availa
Company events
12 days earned paid time off
Company holidays
Schedule: 8-hour shift
Monday through Friday
Work Location:
Onsite at IT GOAT's Dallas Headquarters
Senior Technical Accountant
Senior finance analyst job in Houston, TX
Our client is seeking a Senior Technical Accountant to join their team! This position is located in Houston, Texas.
Support external financial reporting and corporate accounting activities, ensuring accuracy and compliance across multiple global processes
Assist in accounting and internal control functions related to share-based compensation, bonus plans, global compensation programs, foreign currency, intercompany transactions, lease accounting, derivative accounting, and other centralized accounting areas
Conduct technical accounting research and prepare clear documentation for complex transactions, new accounting standards, and ad hoc technical inquiries
Serve as a technical accounting resource to regional accounting teams, revenue accounting, and global shared services, helping evaluate and resolve complex accounting issues
Oversee valuation-related efforts, including goodwill impairment testing, merger and acquisition transactions, share-based awards, derivatives, and other key valuation processes
Review and support the preparation of quarterly and annual financial reporting packages, investor and lender presentations, and disclosures-aligned with SEC-level standards and future IPO readiness
Coordinate the preparation and analysis of financial statements, footnotes, management's discussion and analysis, EBITDA reporting, and related disclosures, collaborating closely with legal, finance, and other cross-functional teams
Ensure accuracy and completeness of reporting materials by reviewing documentation, gathering information from stakeholders, and supporting the overall reporting cycle
Desired Skills/Experience:
Bachelor's degree in Accounting required
CPA required
8+ years of progressive experience in technical accounting and financial reporting
Big 4 public accounting experience highly preferred, especially candidates who have reached Senior Manager level
Extensive experience in SEC financial reporting, technical accounting, and financial controls within a public company or public accounting environment
Expert-level GAAP knowledge and strong technical research abilities suited for a complex, global organization
Proficiency with financial systems
Experience with Oracle and OneStream is highly preferred
Ability to partner with senior leadership, clearly document technical positions, and confidently present and defend accounting conclusions
Strong leadership, analytical, and organizational skills, with proven ability to manage multiple priorities under tight deadlines
Thrives in a fast-paced, hybrid work environment and upholds a high standard of confidentiality
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position is between $38.00 and $55.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
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-Copilot
Senior finance analyst job in Houston, TX
AI Analyst - Copilot
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
LOCAL CANDIDATES ONLY
Finance Manager
Senior finance analyst job in Plano, TX
Optimize Search Group has partnered with a multi-billion dollar company in North Dallas that is seeking an Finance Manager due to growth. The manager will assist in driving the FP&A function and will also work very closely with regional operators in the field. This is both a high visibility and high growth role and they're looking for someone who can both assist in building the team and who can promote in the coming years. This could be a new manager or a strong Senior Analyst to make the jump to manager. This comes with a strong work/life balance, a flexible schedule (3 days in-office / 2 days remote), and a strong career path.
Finance Manager
5+ years of broad corporate finance (FP&A or Ops)
Experience supporting sales and field finance (sales and margin analysis required)
Multi-unit forecasting expereince required
Executive level polish and communication and ability to effectively communicate with non-financial stakeholders
The need is immediate - interested candidates please send resumes to:
Matt Marmaro
***************************
Epic Beacon Analyst
Senior finance analyst job in Dallas, TX
We're seeking an Epic Beacon specialist to support oncology clinical workflows and related applications. The role focuses on maintaining and enhancing Epic Beacon treatment plans, enabling safe and efficient chemotherapy workflows, and supporting adjacent oncology solutions. You'll join a collaborative Applications team with an immediate priority on the upcoming Epic Refuel/upgrade, as well as ongoing operational support in Beacon, Research, and select oncology modules.
What You'll Do
Epic Beacon Ownership
Build, maintain, and optimize treatment plans (e.g., large libraries reviewed on a two‑year cycle; dosage changes, nursing steps, and protocol updates).
Triage and fulfill customer requests (e.g., dashboard updates, plan changes, configuration improvements).
Collaborate with clinicians, pharmacy, and nursing on safe plan design and validation.
Oncology Application Support
Support Epic Research (preferred) for oncology studies and protocols.
Provide light support for Surescripts (e‑prescribing), Metrics (oncology tumor application), and Inspirata ePAT (minimal, patching as needed ~every 6 months).
Partner with stakeholders to prioritize enhancements and resolve incidents.
Upgrades & Refuel
Lead/participate in Epic upgrades (typical cadence every 3-4 months), with the upcoming Refuel as the main near‑term project.
Own end‑to‑end upgrade readiness: impact assessment, build, testing/validation, cutover, and post‑go‑live support.
Operations & On‑Call
Participate in the on‑call rotation every ~3 weeks for Epic Beacon, Research, and related modules.
Monitor integrations, performance, and patient‑safety related workflows; escalate promptly.
Governance & Quality
Maintain documentation (build notes, change records, test scripts, job aids).
Follow change control, security, and compliance standards.
Contribute to metrics and reporting that track stability, safety, and adoption.
Required Qualifications
Epic Beacon certification (required).
Hands‑on experience with Epic Beacon in Ambulatory or Inpatient; Ambulatory Beacon strongly preferred.
Proven track record building and maintaining oncology treatment plans and related workflows.
Experience supporting production incidents, service requests, and upgrades in a regulated environment.
Strong collaboration skills with clinicians, pharmacy, nursing, and IT counterparts.
Excellent communication, documentation, and stakeholder management.
Preferred Qualifications
Experience with Epic Research (oncology studies/protocols).
Familiarity with Surescripts, Metrics (oncology tumor application), and Inspirata ePAT (basic support/patching cycles).
Experience in upgrade cycles (Refuel/quarterly), test planning, and cutover support.
Knowledge of oncology clinical operations and safe chemotherapy workflows.
Dashboard/reporting exposure (e.g., request intake, KPI visibility).
Success Indicators
Accurate, safe treatment plan updates delivered on schedule.
Smooth upgrade execution with minimal disruption.
Responsive on‑call coverage and clear incident communication.
Positive stakeholder feedback and reduced backlog of oncology requests.
Interview Process
Expedited timeline-available to interview ASAP (including tomorrow) to meet the January 5 start goal.
Senior GRC InfoSec Analyst
Senior finance analyst job in Plano, TX
Direct Hire (No C2C or third-party submissions)
Schedule: 2 days onsite weekly
Interview Process: 1st round is onsite; 2nd round virtual
Responsible for driving the development, implementation, communication, and maintenance of technology policies, standards, and procedures that align with industry standards and regulatory requirements. Ensures technology processes adhere to regulatory requirements, effectively manage risks, and establish strong governance practices. Develops and implements controls, monitors compliance, and supports risk management activities.
Requirements:
Bachelor's Degree in Information Security, Computer Science, Information Technology, or a related field preferred.
Minimum of six (6)+ years' experience working in Cybersecurity GRC, policy development, risk management, or a similar field.
Experience with GRC tools (e.g., Archer, ServiceNow, OneTrust).
Proficiency in using data analysis and reporting tools (e.g., Excel, Power BI).
Relevant certifications such as CISM and/or CISA are highly desirable.
Other must haves:
Experience managing policy governance function such as leading policy updates, installing new policy, aligning regulatory & best practices
Technical Process - needs expertise around understanding of alignment & frameworks and will be working with Product Owner
Regulatory Frameworks
Preferred:
Financial services or banking background
ServiceNow IRM (Integrated Risk Management) experience
Duties:
Lead the development and implementation of comprehensive cybersecurity and IT policies, standards, and guidelines.
Continuously evaluate and update cybersecurity and IT policies to ensure they remain current and effective.
Ensure policies comply with relevant laws, regulations, and industry standards (e.g., NIST, FFIEC, GLBA, NYDFS, SOX, PCI-DSS).
Collaborate with cross-functional teams-including IT, legal, compliance, and other departments-to ensure cybersecurity policies align with business objectives.
Translate complex information and documentation into clear, user-friendly concepts.
Provide specialized expertise and consultation to perform framework-oriented risk assessments, identify deficiencies, generate reports, and recommend prioritized, actionable solutions to mitigate risks and enhance overall security posture.
Stay informed about the latest cybersecurity threats, trends, and best practices. Maintain accurate and up-to-date records of policy reviews, risk assessments, training activities, and incident responses.
Benchmark organizational policies against industry standards and best practices.
Develop and implement governance frameworks for cybersecurity policy management.
Monitor key performance indicators, conduct gap analyses and risk assessments, and implement frameworks as needed. Test and monitor the effectiveness of controls.
Establish feedback loops and analyze metrics to continuously improve cybersecurity policies based on audit findings, incident reviews, and emerging threats.
Lead and support internal and external audits and assessments of cybersecurity policies and practices. Ensure identified audit and assessment findings are tracked to closure.
Maintain comprehensive documentation of all cybersecurity policies, procedures, and related activities. Communicate policy requirements and updates to all relevant stakeholders.
Identify opportunities for innovation and improvement in cybersecurity policy and practice. Propose suitable mitigation strategies and verify the effectiveness of remediation plans.
Corporate Strategy Analyst
Senior finance analyst job in Southlake, TX
Landmark is a leading provider of engineering, construction, and asset management services for storage solutions in the water, wastewater, power, and industrial markets. We operate throughout North America and have built our reputation on delivering the most challenging projects with a high degree of efficiency and precision.
Challenging the norm and innovating better methods is core to our approach.
The Corporate Strategy Analyst supports Landmark's long-term growth and competitive positioning by delivering data-driven insights on industry trends, market dynamics, and strategic opportunities. This role plays a key part in shaping Landmark's perspective on the water infrastructure industry and adjacent markets by translating complex market data into clear, actionable recommendations. The Analyst partners closely with senior leadership and cross-functional teams to inform strategic planning, support mergers and acquisitions (M&A) activities, and identify opportunities for business expansion and diversification.
Responsibilities and Duties
Essential Functions:
Conduct in-depth research and analysis of market trends, competitor activities, and industry developments within the water infrastructure industry and related sectors.
Develop, document, and regularly update Landmark's point of view on the industry, including emerging trends, regulatory changes, customer needs, and technological advancements.
Prepare, analyze, and present clear, actionable reports, dashboards, and briefings for senior leadership that highlight market opportunities, risks, and strategic recommendations.
Identify, assess, and evaluate adjacent markets, technologies, and services that align with Landmark's growth strategy and long-term business objectives.
Maintain, validate, and enhance proprietary market and competitive data sets to ensure accuracy, consistency, and relevance for strategic planning and investment decisions.
Support M&A activities by conducting market research, competitive benchmarking, and industry analysis, and by assisting with commercial due diligence on potential acquisition targets.
Collaborate with cross-functional teams, including strategy, business development, sales, operations, and finance, to integrate market intelligence into business planning and execution.
Monitor, track, and analyze key performance indicators (KPIs) related to market share, growth trends, and competitive positioning.
Assist in the development of strategic presentations, investment materials, and executive-level content for internal and external stakeholders.
Stay current on industry news, conferences, publications, and regulatory developments to inform leadership of relevant trends and risks proactively.
Ensure compliance with data privacy, confidentiality, and ethical standards in all research, analysis, and reporting activities.
Qualifications and KSA
Education:
Bachelor's degree in business administration, engineering, finance, economics, or a related field is required.
MBA or equivalent advanced degree is strongly preferred.
Experience:
1-3 years of experience in management consulting, corporate strategy, market intelligence, investment analysis, or industry research.
Prior experience in water infrastructure, construction, engineering services, utilities, or related industries is preferred.
Exposure to or experience supporting M&A activities, strategic initiatives, or growth planning is a plus.
Knowledge, Skills, and Abilities:
Strong ability to synthesize complex qualitative and quantitative market data into clear, actionable insights.
Proficiency in market research methodologies, financial and competitive analysis, and data visualization tools (e.g., Excel, PowerPoint, BI tools).
Strong written and verbal communication skills, with the ability to present findings to senior leadership and non-technical audiences.
Solid understanding of corporate strategy concepts, competitive dynamics, and growth frameworks.
High attention to detail, accuracy, and organization when managing data sets and analyses.
Ability to manage multiple priorities and work effectively in a deadline-driven, fast-paced environment.
Collaborative mindset with the ability to work effectively across functional teams and organizational levels.
Strong problem-solving skills and intellectual curiosity to explore new markets and strategic questions.
High level of professionalism, integrity, and ethical decision-making with a commitment to maintaining confidentiality and regulatory compliance.
Working Conditions - Mental Demands / Physical Demands / Environmental Factors
Tools/Equipment Used: Standard office equipment, including computers, peripherals, and telecommunication devices.
Posture: Primarily sitting, with occasional standing and walking. Ergonomic setup is encouraged to reduce strain.
Motion: Frequent use of hands and fingers for typing and handling office equipment.
Lifting: Regular light lifting and carrying (less than 15 pounds), such as laptops and documents.
Environment: Primarily indoor, climate-controlled office environment.
Travel Requirements: Minimal travel required.
Mental Demands: Ability to manage multiple projects, deadlines, and responsibilities simultaneously, often in a fast-paced environment. Ability to maintain composure and productivity under pressure. High levels of concentration and attention to detail are required.
Equal Employment Opportunity (EEO) Statement
Landmark is an Equal Opportunity Employer. Landmark recruits qualified applicants and advances its employees without regard to race, color, religion, sex, gender, sexual orientation, gender identity, gender expression, age, disability, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law. We encourage all qualified candidates to apply and will provide reasonable accommodations for qualified individuals with disabilities.
Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this role. Duties, responsibilities, and activities may change at any time, with or without notice.
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
Sr. FP&A Analyst
Senior finance analyst job in Houston, TX
Sr. Financial Planning & Analysis (FP&A) Analyst (on-site)
The Senior FP&A Analyst plays a critical role in driving financial performance and supporting strategic decision-making across the organization. This role is responsible for leading the budgeting and forecasting process, delivering high-quality financial reporting and analysis, and partnering with business leaders to provide insights that improve operational and financial outcomes. The ideal candidate is analytical, detail-oriented, and skilled at translating data into meaningful recommendations.
Key Responsibilities
Financial Planning & Forecasting
Lead monthly, quarterly, and annual budgeting and forecasting cycles.
Develop and maintain financial models to support scenario planning, long-range planning, and strategic initiatives.
Consolidate departmental budgets and forecasts, ensuring accuracy, consistency, and alignment with organizational goals.
Financial Analysis & Reporting
Prepare monthly reporting packages, variance analyses, dashboards, and key performance indicators (KPIs).
Analyze financial results, identifying trends, risks, and opportunities.
Provide actionable insights and recommendations to senior leadership to support informed decision-making.
Business Partnering
Collaborate with cross-functional teams-including Operations, Sales, HR, and Accounting-to understand drivers of financial performance.
Support business leaders with financial guidance, ROI analyses, and data-driven recommendations.
Serve as a trusted advisor, improving financial transparency and operational efficiency.
Modeling & Data Management
Build and enhance dynamic financial models for revenue, expense, capital planning, and profitability analysis.
Work with data sources and enterprise systems to ensure the integrity and accuracy of financial data.
Drive continuous improvement in forecasting tools, reporting processes, and automation.
Strategic Support
Support long-term strategic planning, including market analysis, benchmarking, and investment evaluation.
Conduct ad hoc analyses for executive leadership (e.g., pricing, cost optimization, scenario modeling).
Participate in presentations for senior management, the Board, and key stakeholders as needed.
Qualifications
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or professional certification (CFA, CPA) preferred.
4+ years of progressive experience in FP&A, corporate finance, or related financial analysis roles.
Experience in a multi-entity, matrixed, or shared-services environment a plus.
Skills & Competencies
Strong financial modeling and analytical skills with advanced Excel proficiency; experience with Power BI, Tableau, or similar tools preferred.
Proficiency with ERP and planning systems (e.g., Oracle, SAP, Workday Adaptive, Anaplan).
Excellent communication skills; the ability to present complex information clearly and concisely.
Strong business acumen with the ability to partner cross-functionally.
Attention to detail with the ability to manage multiple priorities under tight deadlines.
High degree of integrity, professionalism, and ownership.
For immediate consideration, please forward your resume to **************.
#LI-JW1
Financial Analyst (Retail Experience Req'd)
Senior finance analyst job in Irving, TX
The Financial Analyst is an entry-level role designed for a motivated and detail-oriented individual eager to grow within a dynamic finance team. This position supports core financial reporting, forecasting, and analysis processes while developing critical business and technical skills. Working closely with the senior director of business intelligence and cross-functional teams, this role helps drive accurate and timely reporting that informs operational and strategic decision-making.
Essential Functions / Major Responsibilities:
Assist in the preparation of monthly financial reports, dashboards, and performance summaries for internal stakeholders.
Support the annual budget and monthly forecasting process by gathering data, updating templates, and validating inputs.
Perform basic variance and trend analyses on revenue and expense data, identifying key changes versus budget or prior periods.
Maintain and update store-level financial models, ensuring accuracy in data inputs such as sales, labor, and expenses.
Partner with departments to collect data and ensure alignment on reporting requirements and assumptions.
Support ad hoc analysis requests and special projects by pulling and organizing data in a structured and efficient manner.
Assist in enhancing reporting tools and automating recurring reports where appropriate.
Contribute to continuous improvement efforts within the Finance function by helping document processes and identifying opportunities for efficiency.
Required Skills / Abilities / Competencies:
Foundational knowledge of financial analysis, accounting principles, and business reporting.
Proficiency in Excel (e.g., pivot tables, VLOOKUP, IF statements); exposure to Power BI, Tableau, or SQL is a plus.
Strong attention to detail with a commitment to data accuracy and integrity.
Ability to work effectively in a team environment and take direction from senior analysts.
Excellent organization and time management skills; able to manage multiple tasks and meet deadlines.
Clear and professional communication skills-both verbal and written.
Demonstrated eagerness to learn and grow; receptive to feedback and development.
Alignment with client's values and a passion for contributing to a purpose-driven brand.
Education and Experience:
Bachelor's degree in finance, accounting, economics, business, or a related field.
Up to 2 years of relevant finance experience preferred (QSR, retail, or hospitality experience is required).
Familiarity with financial statements and budgeting processes preferred.
Personal passion for health and fitness is a plus.