Description We are working with a small, dynamic and rapidly growing company to hire a Financial and Operations Specialist in Richardson, TX. This position requires a confident and motivated professional to lead the financial planning and operations for the company. This is for someone who thrives in a collaborative, hands-on environment and is eager to grow with the company! The Financial and Operations Specialist will work closely with management to develop existing opportunities, assist with operating capital management, and manage multi-company accounting, forecasting budgets, and building relationships with external partners while contributing to the successful implementation of the new accounting system. As a core member of the team, this position will play a pivotal role in scaling the financial operations over the next few years. Financial Planning and Forecasting + Develop financial models in Excel to forecast costs, evaluate value propositions, and ensure accurate bidding for project contracts. + Analyze make-or-buy decisions, providing detailed financial guidance to determine whether to perform work in-house or contract it out. + Collaborate with the team to assess financial risks and prepare budget-to-actual reports, ensuring transparency and informed decision-making. + Support the General Manager in developing existing opportunities and assist with operating capital management to ensure financial stability. + Demonstrate interest in or support analysis of corporate-scale transactions, such as mergers and acquisitions (M& A), as the company grows. Accounting and Bookkeeping + Manage daily accounting operations, including bill payments, collections, and multi-currency, multi-company bookkeeping. + Oversee the implementation and optimization of accounting system, ensuring it meets the company’s operational and reporting needs. + Monitor outsourced payroll processes, verifying accuracy and integrating data with financial systems. + File state-mandated reports and manage normal regulatory paperwork for Texas and federal reporting requirements. + Manage tax filings and returns, prepare books for audit, and work with external accountants and tax accountants as required. + Maintain accurate financial records and ensure compliance with internal policies and relevant regulations. Relationship Management + Build and maintain strong relationships with bankers, vendors, and clients, representing the company confidently in diverse transactional environments. + Communicate financial insights clearly to internal team members and external stakeholders to support project success. Operational Support + Contribute to the company’s growth by identifying opportunities to streamline financial processes and improve operational efficiency. + Work closely with other managers to align financial strategies with project goals and company objectives. + Assist with a wide variety of day-to-day tasks typical in a small office with a small team, such as coordinating office logistics, responding to general inquiries, or supporting ad-hoc projects as needed. + Adapt to a variety of tasks in a small-team environment, taking initiative to address challenges and seize opportunities. Requirements + Bachelors in Finance, Accounting, or Business required + 3+ years of experience in financial modeling, budgeting, and accounting + Experience with Project based accounting and analysis experience + Excellent interpersonal skills required – must be able to represent the company and give financial insights to diverse stakeholders + Advanced Excel skills REQUIRED (this position handles financial modelling, project forecasting, and budget to actuals) + ERP system experience with with CRM and SCM function experience a major plus + Exposure to corporate-scale transactions (M& A) is a plus + Ability to adapt to a fast-paced, collaborative environment and take initiative. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. 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