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Description We are in search of a dedicated Sr. Financial Analyst to join our team in Dallas, Texas. This role offers a contract to permanent employment opportunity within the industry. As a Sr. Financial Analyst, you will play a key role in supporting our investment platform, interacting with all levels of management to identify, improve, and implement processes that will have substantial impact across the business.

Responsibilities:

• Designing allocation methodology for various services benefiting our funds, working with stakeholders across the firm.

• Adhering to compliance of expense recoveries as per fund documents and maintaining the associated log of decision making.

• Assisting in the calculation and maintenance of expense allocations according to allocation rules.

• Interacting with multiple departments both domestically and internationally, including but not limited to Deal Teams, Fund Accounting, IT, Operations, Compliance, Financial Planning & Strategy, Tax, and Accounts Payable.

• Handling ad hoc items related to expense allocations, including changing methodologies, requests for prior invoice support, and deep reporting analysis.

• Developing and implementing processes and procedures throughout the life cycle of expenses.

• Utilizing Excel for problem-solving, managing large data sets, and performing detailed analyses. Requirements • Applicants must have progressive accounting experience, demonstrating growth and development in the field.

• Proficiency in expense allocation is essential for effective financial management and budgeting.

• The role requires experience in handling large-scale data, demonstrating an ability to manage and interpret complex datasets.

• Candidates must be skilled in using Excel formulas to perform complex calculations and data analysis.

• Proficiency in Microsoft Excel is required, including the use of advanced features and functions.

• Experience in ad hoc reporting is necessary, demonstrating the ability to create custom reports to meet specific business needs.

• Strong analytical skills are required for detailed financial analysis and decision making.

• Applicants must be skilled in analytics, demonstrating the ability to use data to drive business strategy and performance.

• Experience in managing investment funds is desirable, demonstrating an understanding of investment strategies and financial markets.

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.

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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.

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