<p>**** For Faster response on the position, please send a message to Jimmy Escobar on LinkedIn or send an email to Jimmy.Escobar@roberthalf(.com) with your resume.****</p><p><br></p><p>We are looking for a Business Analyst to support service-focused operations for our client that is in the Public Sector industry. This Long-term Contract position is ideal for someone who can evaluate business needs, has experience in supporting Court Case Management System, and collaborate with teams in an Agile environment. The role requires a thoughtful, detail-oriented individual who can strengthen customer service processes, examine operational gaps, and help drive practical improvements through structured analysis.</p><p><br></p><p>Responsibilities:</p><p>• Analyze business workflows and identify opportunities to improve efficiency, service quality, and overall operational performance.</p><p>• Gather, organize, and interpret business needs from stakeholders, turning findings into clear functional documentation and actionable recommendations.</p><p>• Review customer service and call center processes to pinpoint issues, clarify requirements, and support more effective service delivery.</p><p>• Conduct gap analysis to compare current practices with desired outcomes and outline practical steps for improvement.</p><p>• Create and maintain business documents such as process maps, requirement summaries, and review materials to support project goals.</p><p>• Partner with cross-functional teams in an Agile Scrum setting to refine priorities, clarify scope, and support ongoing delivery efforts.</p><p>• Evaluate documents and business records for accuracy, completeness, and alignment with operational and compliance expectations.</p><p>• Support initiatives involving process updates or system-related changes by documenting impacts, tracking requirements, and helping teams adapt effective</p>
<p>We are looking for a Business Analyst to join a collaborative team on a contract basis. This position will partner closely with business stakeholders and cross-functional teams to translate operational needs into clear, actionable requirements. The ideal candidate brings strong experience with Salesforce and nCino, along with the ability to support agile planning, documentation, and ongoing process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Lead discovery sessions with business partners to identify goals, capture needs, and clarify functional expectations.</p><p>• Convert business input into organized requirements, user stories, and supporting documentation for delivery teams.</p><p>• Refine and manage the requirements backlog to keep work items current, well-defined, and ready for development.</p><p>• Contribute to prioritization conversations by evaluating business value, urgency, and implementation considerations.</p><p>• Administer and update the Salesforce and nCino SharePoint repository to ensure materials remain accurate and accessible.</p><p>• Collaborate closely with experienced business analysis and scrum team members to support agile ceremonies and day-to-day delivery activities.</p><p>• Review existing documents and workflows to identify gaps, inconsistencies, and opportunities for improved alignment.</p><p>• Act as a liaison between stakeholders and project teams to promote shared understanding throughout the project lifecycle.</p>
We are looking for a Business Analyst to join a team focused on improving internal technology solutions, strengthening data connectivity, and refining business processes across a largely custom software environment. This contract opportunity with potential for a permanent role is based in Reading, Pennsylvania, and will partner closely with business stakeholders across North America as well as a development team to turn operational needs into well-defined solutions. The role is ideal for someone who can quickly understand new systems, balance multiple initiatives, and communicate clearly in a dynamic setting.<br><br>Responsibilities:<br>• Partner with business teams to uncover needs, define objectives, and translate requests into detailed functional and technical requirements.<br>• Contribute to data integration efforts by helping organize, analyze, and support the movement of commercial and customer information between systems.<br>• Plan and facilitate user acceptance testing by preparing test scenarios, tracking defects, and confirming that delivered solutions align with expected outcomes.<br>• Monitor project activity by coordinating priorities, maintaining timelines, and keeping stakeholders informed on progress and next steps.<br>• Produce clear internal documentation, including intranet content and end-user guides, to encourage effective use of company applications.<br>• Attend cross-functional meetings to build knowledge of internal platforms and provide day-to-day support for business applications.<br>• Work with technical teams to clarify business intent, answer requirement questions, and help move enhancements through delivery.<br>• Help identify process improvement opportunities that increase efficiency and support stronger application adoption across the organization.
We are looking for a Business Analyst to join a fast-moving advisory environment in New York, where you will contribute to high-impact transaction and strategic projects across healthcare and technology. This position offers close collaboration with senior executives, founders, and investors while providing meaningful exposure to mergers and acquisitions, capital raising efforts, and market intelligence work. The ideal candidate brings strong analytical judgment, effective communication skills, and the ability to manage several priorities with a high degree of independence.<br><br>Responsibilities:<br>• Contribute to merger, acquisition, and fundraising engagements through each stage of the deal lifecycle, from initial planning to closing activities.<br>• Join discussions with client leadership, including founders, chief executives, and investors, to capture priorities and support transaction progress.<br>• Create clear briefing documents, presentation materials, and other decision-support content for client and investor audiences.<br>• Develop and update lists of prospective buyers, investors, and strategic targets to support outreach and transaction strategy.<br>• Assist with due diligence coordination by organizing information, monitoring requests, and helping move execution workstreams forward.<br>• Review financial forecasts provided by clients and refine Excel-based models to support analysis and scenario evaluation.<br>• Monitor active opportunities, transaction timelines, and key milestones to help maintain visibility across multiple concurrent projects.<br>• Perform industry, market, and competitive research using modern AI-enabled tools, including Claude, to produce relevant business insights.<br>• Deliver client-ready materials in PowerPoint and other formats while balancing multiple assignments with minimal day-to-day supervision.
We are looking for a detail-oriented Business Analyst to support business license and tax compliance activities for a wholesale distribution organization in Westlake, Texas. This contract position with the potential to become permanent will play a key role in coordinating license applications, renewals, compliance research, and issue resolution while working closely with internal teams and external agencies. The ideal candidate thrives in a fast-moving environment, communicates clearly, and handles sensitive information with a high degree of discretion.<br><br>Responsibilities:<br>• Manage a high-volume portfolio of business license renewals and registrations, ensuring submissions are completed accurately and within required deadlines.<br>• Research federal, state, and local licensing rules and translate regulatory requirements into clear guidance for internal stakeholders.<br>• Prepare, review, and analyze documentation and supporting data needed for new applications, renewals, and compliance-related filings.<br>• Maintain precise records in license compliance systems, including timely updates to application status, renewals, and related business information.<br>• Respond to notices, correspondence, and information requests from government entities and third parties regarding licensing matters.<br>• Partner with finance and cross-functional teams to gather required information, resolve compliance questions, and support ongoing licensing needs.<br>• Contribute to audit-related activities by organizing records and providing documentation connected to business license compliance.<br>• Identify opportunities to improve workflows, strengthen compliance processes, and assist with special projects as business needs evolve.
<p>Our client is seeking an<strong> IT Business Analyst</strong> to support technology initiatives and process improvement efforts. This role will work closely with business and IT teams to gather requirements, analyze workflows, and help deliver effective solutions.</p><p><strong>Responsibilities</strong></p><ul><li>Gather, analyze, and document business and system requirements</li><li>Translate needs into user stories, process flows, and functional specs</li><li>Evaluate current processes and identify improvement opportunities</li><li>Partner with stakeholders, developers, QA, and project teams</li><li>Support testing, implementation, and post-launch activities</li><li>Facilitate meetings and maintain project documentation</li></ul><p><br></p>
<p>We are seeking a Salesforce Business Systems Analyst to support the continued growth and optimization of our client's Salesforce environment. This role serves as a key liaison between business teams and technology stakeholders, helping to improve processes, define requirements, and deliver scalable Salesforce solutions. The ideal candidate combines strong Salesforce platform knowledge with business analysis skills and enjoys partnering with stakeholders to drive operational improvements.</p><p><br></p><p>Responsibilities</p><ul><li>Collaborate with business stakeholders to understand objectives, challenges, and process improvement opportunities.</li><li>Gather, document, and analyze business requirements and translate them into functional solutions.</li><li>Configure and maintain Salesforce features, including workflows, flows, custom objects, fields, reports, dashboards, and security settings.</li><li>Evaluate existing business processes and recommend enhancements to improve efficiency, data quality, and user experience.</li><li>Work closely with technical teams to support solution design, development, testing, and deployment activities.</li><li>Facilitate user acceptance testing (UAT) and help validate that delivered solutions meet business requirements.</li><li>Support data management initiatives, including data quality, imports, cleanup efforts, and reporting.</li><li>Develop process documentation, training materials, and end-user resources.</li><li>Assist with release planning, change management, and user adoption efforts.</li><li>Serve as a trusted advisor to business teams regarding Salesforce capabilities and best practices.</li></ul><p><br></p>
We are looking for a Technical Business Analyst to support insurance-focused initiatives in Jersey City, New Jersey. This Long-term Contract position is ideal for a detail-oriented candidate who can interpret Property & Casualty regulatory obligations and convert them into clear functional and technical guidance for delivery teams. The role will work closely with business and technology partners to improve reporting accuracy, strengthen data integrity, and enable effective implementation of regulatory and client reporting solutions.<br><br>Responsibilities:<br>• Interpret Property & Casualty regulatory reporting needs and convert them into detailed business and technical documentation for development teams.<br>• Evaluate insurance data across source systems, identify gaps, and define mapping logic to support accurate reporting and downstream processes.<br>• Collaborate with engineering, product, and business stakeholders in Agile Scrum environments to refine requirements and align delivery outcomes with compliance objectives.<br>• Support implementation activities by coordinating analysis, documenting process needs, and helping onboard new client reporting requirements.<br>• Perform data validation, reconciliation, and quality review to confirm completeness, consistency, and reporting accuracy.<br>• Create document reviews, process flows, and requirement artifacts that clarify business rules, dependencies, and expected system behavior.<br>• Partner with technical teams to enhance automation for recurring reporting activities and improve operational efficiency.<br>• Facilitate gap analysis sessions to identify risks, resolve requirement issues, and recommend practical solutions for regulatory reporting challenges.
<p>We are looking for a Business Analyst with experience supporting Electronic Health Record (EHR) initiatives to help define and refine organizational needs tied to clinical, operational, and patient-facing technologies in Oklahoma City, Oklahoma. This long-term contract position will partner with project leadership, healthcare stakeholders, and cross-functional teams to analyze workflows, gather requirements, and support the planning and delivery of EHR enhancements and related healthcare technology initiatives. The ideal candidate brings strong analytical judgment, clear documentation skills, and the ability to guide conversations that lead to validated business outcomes.</p><p><strong>Responsibilities:</strong></p><p>• Gather, evaluate, and organize business, clinical, operational, data, reporting, and regulatory requirements related to electronic health record (EHR) systems, workflows, integrations, and enhancement initiatives.</p><p>• Convert stakeholder goals, clinical workflow expectations, patient care requirements, and business challenges into precise, measurable, and technology-neutral requirements that support EHR optimization and implementation efforts.</p><p>• Assess requests across clinical, administrative, and support departments to identify common EHR needs, justified workflow variations, conflicting priorities, and opportunities to improve standardization and adoption.</p><p>• Lead requirements gathering and review sessions with physicians, nurses, operational leaders, and other stakeholders to validate EHR-related requirements, workflow impacts, and desired outcomes.</p><p>• Map current and future-state clinical and operational workflows to identify process gaps, EHR configuration needs, downstream impacts, data dependencies, and opportunities to improve patient care delivery and efficiency.</p><p>• Produce key analysis deliverables such as workflow diagrams, use cases, gap analyses, business rules, data mapping documentation, and requirements traceability matrices supporting EHR projects.</p><p>• Support testing and validation efforts by developing EHR-focused test scenarios, coordinating user acceptance testing (UAT), documenting issues, and confirming readiness for workflow, application, and process changes.</p><p>• Work closely with the Project Manager to coordinate analysis activities, stakeholder engagement, milestone reviews, and delivery timelines across multiple concurrent efforts.</p><p>• Communicate open questions, risks, dependencies, and decision points to project stakeholders while supporting EHR enhancements, system upgrades, interoperability initiatives, workflow optimization efforts, and patient-facing functionality change</p>
We are looking for a Business Analyst Consultant to support enterprise business initiatives in Minneapolis, Minnesota, or through telecommuting arrangements. This Long-term Contract position focuses on partnering with stakeholders to define business needs, improve operational processes, and support large-scale ERP-related initiatives. The role combines business analysis, data validation, testing, and cross-functional coordination to help ensure smooth implementation and sustained adoption of new solutions.<br><br>Responsibilities:<br>• Partner with business leaders and operational teams to clarify objectives, define functional needs, and translate those needs into actionable business requirements.<br>• Examine existing workflows to uncover gaps, risks, and inefficiencies, then recommend practical improvements to processes or system functionality.<br>• Prepare, review, and validate large volumes of business data to support migration activities and maintain data quality throughout implementation efforts.<br>• Coordinate with technical and non-technical stakeholders to communicate updates, align expectations, and support organizational readiness for change.<br>• Guide initiatives from discovery and planning through rollout and stabilization, ensuring deliverables remain aligned with business priorities.<br>• Investigate application or process issues, determine underlying causes, and propose solutions that improve performance and operational reliability.<br>• Execute functional and user-focused testing activities, document outcomes, and confirm that enhancements meet business expectations.<br>• Create process documentation, future-state workflow models, training materials, and end-user guidance to support adoption of updated tools and procedures.<br>• Contribute to Agile team routines such as planning sessions, daily collaboration meetings, retrospectives, and solution demonstrations.
We are looking for a Business Analyst to join a Contract assignment based in San Fernando, California. In this approximately three-month engagement, you will partner closely with company leadership to evaluate available business data, strengthen reporting capabilities, and turn raw information into practical performance insights. This role is ideal for someone who combines financial and operational perspective with strong hands-on experience in analysis, dashboard development, and management reporting.<br><br>Responsibilities:<br>• Review data available across the company’s business systems and current reporting tools to identify gaps, inconsistencies, and opportunities for better decision support.<br>• Design and build dependable reports and dashboards that give leadership clear visibility into sales results, margin performance, backlog status, inventory position, and operational outcomes.<br>• Define meaningful key performance indicators that align with business goals and document calculation logic so reporting remains consistent and transparent.<br>• Validate data accuracy by reconciling outputs, investigating reporting discrepancies, and establishing repeatable methods for ongoing measurement.<br>• Translate financial and operational findings into actionable recommendations that support decision-making for owners and management.<br>• Work with existing Power BI assets and related data sources to improve usability, clarity, and relevance of reporting deliverables.<br>• Prepare reporting documentation, metric definitions, and process guidance to support long-term adoption by internal stakeholders.<br>• Provide knowledge transfer and training to team members so they can maintain and use reports effectively after the engagement ends.
We are looking for a Business Analyst to join a California team in a contract capacity with the potential to become permanent. This position serves as a key connector between business stakeholders and technical teams, translating operational needs into practical data, reporting, and process improvement solutions. The role focuses heavily on analytics, application support, and continuous improvement within a manufacturing environment, with an emphasis on creating reliable reporting and a consistent source of trusted data. This individual will work across cross-functional initiatives while helping drive project delivery through structured analysis and Agile practices.<br><br>Responsibilities:<br>• Partner with business leaders and IT teams to gather, clarify, and document requirements for operational and technical initiatives.<br>• Lead data-focused efforts that improve reporting accuracy, strengthen governance, and establish a dependable single source of truth across business functions.<br>• Develop and enhance dashboards and reporting tools in Power BI to support decision-making in areas such as supply chain, accounting, quality, and production performance.<br>• Analyze existing workflows, identify process gaps, and recommend automation opportunities that increase efficiency, consistency, and visibility.<br>• Support enterprise applications and business initiatives by assessing needs, coordinating solutions, and helping standardize processes across teams.<br>• Oversee project progress within an Agile framework, using Azure DevOps to track work, manage priorities, and maintain accountability with development resources.<br>• Perform data validation, cleansing, and analysis activities to improve data quality and ensure information is flowing correctly between systems.<br>• Collaborate with external development teams to review deliverables, clarify expectations, and help keep projects aligned with scope and timelines.<br>• Contribute to readiness planning and business process support for future platform and ERP-related initiatives as needed.
<p>We are looking for a detail-oriented Billing Analyst II to support business-to-business billing activities for retailer partners in Richmond, Virginia. This Long-term Contract position is ideal for someone who can interpret billing terms, prepare accurate invoices, and maintain strong controls across recurring financial processes. The role requires close attention to contract requirements, efficient handling of billing adjustments, and timely support for internal and external inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and issue B2B invoices for retailer partners using approved Oracle workflows, spreadsheet models, and standardized billing templates.</p><p>• Review contracts and operating procedures to apply the correct pricing structures, billing terms, and fee calculations.</p><p>• Process credit memos and debit memos based on authorized requests while ensuring supporting documentation is complete and accurate.</p><p>• Perform reconciliations and peer quality checks to confirm invoice accuracy, resolve discrepancies, and maintain clean billing records.</p><p>• Respond to routine billing questions from partners and escalate complex disputes or exceptions to senior team members when needed.</p><p>• Follow established controls, checklists, and documentation standards to support month-end close activities and financial accuracy.</p><p>• Assist with audit-related requests by organizing billing support, validating transactions, and providing clear backup documentation.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-0013527548** </p>
<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p><strong>Accountant</strong> - <strong>Robert Half | Direct Hire Opportunity</strong></p><p>Robert Half is seeking a highly analytical and motivated<strong> Accountant</strong> for a growing organization that values operational excellence, process improvement, and collaborative problem-solving. This role is ideal for an accounting professional who enjoys digging into financial data, improving processes, partnering with cross-functional teams, and contributing to strategic business decisions.</p><p>The successful candidate will thrive in a fast-paced environment, possess strong analytical and communication skills, and demonstrate the ability to adapt to changing business needs while delivering accurate and timely financial information.</p><p>Key Responsibilities</p><ul><li>Prepare and post journal entries while ensuring proper documentation of business transactions.</li><li>Compile and analyze financial information to support accurate general ledger accounting.</li><li>Assist in the preparation of monthly, quarterly, and annual financial statements, including balance sheets, income statements, and supporting reports.</li><li>Analyze assets, liabilities, expenses, reserves, and expenditures, making recommendations on proper accounting treatment.</li><li>Evaluate financial and operational data, including historical trends, revenues, and obligations to support forecasting and business planning.</li><li>Perform account reconciliations and investigate discrepancies to ensure financial accuracy.</li><li>Support incentive compensation accounting, including accrual calculations, analyses, and related inquiries.</li><li>Identify opportunities to improve accounting processes, increase efficiency, reduce errors, and enhance overall reporting accuracy.</li><li>Collaborate with internal departments to support business initiatives and accounting objectives.</li><li>Prepare audit schedules and supporting documentation for internal and external auditors.</li><li>Assist management with special projects, financial analyses, and ad hoc reporting requests.</li><li>Resolve accounting irregularities and recommend corrective actions as necessary.</li><li>Support month-end and year-end close activities.</li></ul><p><br></p>
We are looking for an organized and motivated Accounting Analyst I to join our team. This position is well suited for someone who enjoys working with detailed financial information, delivering dependable support, and building knowledge in public finance and district operations. The role offers a blend of reporting, account coordination, and stakeholder communication, with opportunities to contribute to process improvements and team success.<br><br>Responsibilities:<br>• Produce financial and administrative reports, disclosures, funding summaries, and other assigned account deliverables with a strong focus on accuracy and timeliness.<br>• Examine supporting data and documentation to verify completeness, consistency, and adherence to applicable requirements before finalizing work products.<br>• Maintain orderly financial files, correspondence, and account records so information is easy to retrieve and properly documented.<br>• Respond to questions from clients, residents, and other stakeholders in a thorough manner while providing clear updates and requested information.<br>• Coordinate day-to-day account activities and assist with special assignments that support broader administrative and reporting needs.<br>• Follow established workflows while identifying practical ways to improve efficiency, organization, and overall service quality.<br>• Participate in team meetings, training sessions, and collaborative initiatives that support departmental goals and career growth.<br>• Track time and workload accurately while managing multiple deadlines and contributing to a high standard of client service.
<p>We are looking for a sharp, detail-driven Investment Operations Analyst to support an investment loan portfolio in Minneapolis, Minnesota. In this role, you will help maintain accurate reporting, evaluate loan and portfolio performance, and strengthen day-to-day operational controls across investment activity. This position is well suited for someone who enjoys working with financial data, improving processes, and partnering with internal teams and external service providers to keep operations running smoothly.</p><p><br></p><p>Responsibilities:</p><p>• Lead recurring financial reporting activities for the investment portfolio, ensuring information is complete, accurate, and delivered on schedule.</p><p>• Review monthly investor remittance activity and reconcile loan-level data, including interest accruals, payoff activity, and delinquency reporting.</p><p>• Compile month-end portfolio metrics for lending partners and validate key balances such as principal, and interest reserve positions.</p><p>• Verify the accuracy and consistency of data tied to newly acquired assets before it is incorporated into reporting and monitoring processes.</p><p>• Support loan funding administration by assessing draw requests against project progress and facilitating timely disbursements to contractors.</p><p>• Coordinate data gathering and reconciliation efforts across internal records, servicers, fund administrators, and other external providers.</p><p>• Produce and maintain portfolio performance reports and track records to support ongoing analysis and management oversight.</p><p>• Monitor cash activity across the portfolio and assist with capital calls, drawdowns, and investor distribution processing.</p><p>• Respond to investor information requests and contribute to due diligence materials, ad hoc analyses, and special projects as needed.</p>
<p>We are looking for a Supply Chain / Sourcing Analyst to support strategic procurement initiatives for an organization in King of Prussia, Pennsylvania. This Long-term contract position will work closely with category leaders and internal partners to guide sourcing activities from early planning through supplier selection and contracting. The role combines market research, commercial analysis, stakeholder coordination, and procurement process support to help drive informed purchasing decisions and strong supplier outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate sourcing projects across services and indirect procurement categories, ensuring activities move forward on schedule and align with business objectives.</p><p>• Research supply markets, evaluate vendor landscapes, and summarize industry insights to support sound sourcing strategies.</p><p>• Review supplier proposals, pricing models, and service capabilities to help identify competitive and suitable vendor options.</p><p>• Assist internal teams with bid events, supplier communications, evaluation processes, and recommendation development throughout the procurement lifecycle.</p><p>• Partner with category managers and business stakeholders to gather requirements, clarify sourcing needs, and support decision-making.</p><p>• Contribute to negotiation preparation, contract development support, and documentation needed for supplier selection and award activities.</p><p>• Maintain organized procurement records, sourcing files, and supporting materials in accordance with established policies and governance standards.</p><p>• Prepare reports, presentations, and analytical summaries using tools such as Excel and PowerPoint to communicate sourcing progress and findings.</p>
<p>Robert Half is looking for an Investment Data & Operations Analyst to support the integrity, control, and oversight of investment data and related accounting operations in Des Moines. This role plays a key part in maintaining dependable data, investigating exceptions, and helping ensure accurate financial reporting and regulatory alignment for investment portfolios. The ideal candidate brings a strong foundation in investment accounting or operations, works confidently across systems and stakeholders, and thrives in a detail-oriented environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Review new security and purchase yield data and resolve discrepancies with internal teams and external managers</li><li>Maintain security master records to ensure complete, accurate, and well-governed investment data</li><li>Research and resolve breaks involving security attributes, accruals, and amortization/accretion schedules</li><li>Partner with accounting, reporting, technology, policy, and portfolio teams to support reconciliations and downstream processing</li><li>Research accounting and reporting treatment for specialized investment topics</li><li>Serve as a resource for investment data, reporting classifications, and system functionality</li><li>Support testing for system updates, data feeds, and reconciliation tools</li><li>Prepare summaries of reconciliation activity, trends, and open issues for leadership</li><li>Assist with additional operational and cross-functional projects as needed</li></ul>
<p>We are looking for an experienced Identity Access Analyst to join our Information Technology team in Glens Falls, New York. This position plays a key role in advancing identity and access practices, improving control over user permissions, and supporting audit and cybersecurity objectives across the organization. The ideal candidate brings strong expertise in access governance, authentication technologies, and secure account administration within enterprise environments.</p>
<p>Our client is seeking a Business Intelligence Analyst to transform data into actionable insights that support strategic decision-making across the organization. This role will work closely with business leaders, finance, operations, and technology teams to develop dashboards, reports, and data models that improve visibility into performance and drive business growth.</p><p><strong>Key Responsibilities</strong></p><ul><li>Gather, analyze, and interpret large datasets from multiple sources.</li><li>Design, build, and maintain dashboards, reports, and visualizations for business stakeholders.</li><li>Translate business requirements into reporting and analytics solutions.</li><li>Identify trends, patterns, and opportunities to improve operational and financial performance.</li><li>Partner with cross-functional teams to define KPIs and reporting standards.</li><li>Support data validation, cleansing, and quality assurance efforts.</li><li>Create and maintain documentation for reports, dashboards, and data definitions.</li><li>Present findings and recommendations to leadership in a clear, concise manner.</li><li>Assist with ad hoc analysis and special projects as needed.</li></ul><p><br></p>
We are looking for a Business Intelligence Analyst to support data-driven decision-making within our Financial Services team in McAllen, Texas. This role partners with business stakeholders, technical teams, and end users to translate operational needs into reporting and analytics solutions that improve visibility and performance. The ideal candidate brings a foundation in banking, strong analytical thinking, and hands-on experience with BI tools and data environments.<br><br>Responsibilities:<br>• Collaborate with business partners, technology teams, and external stakeholders to identify reporting needs, clarify objectives, and confirm solution requirements.<br>• Translate business needs into clear functional documentation that guides the design and development of dashboards, reports, and analytical solutions.<br>• Analyze recurring data requests, reporting patterns, and business processes to recommend useful queries, metrics, and insights.<br>• Investigate business challenges and contribute to analytical models that help teams evaluate trends, performance, and operational issues.<br>• Review collected data for completeness, accuracy, and consistency to support dependable reporting and decision-making.<br>• Maintain data definitions and metadata records by updating, adding, or removing entries within the data dictionary or repository as needed.<br>• Document data quality issues and submit tracking tickets to support timely resolution and ongoing governance efforts.<br>• Participate in project planning activities, team assignments, cross-functional training, and other department initiatives as business needs evolve.<br>• Stay aligned with banking policies, audit expectations, risk controls, and regulatory requirements while promptly escalating suspicious or unusual activity according to established procedures.
<p>Excellent opportunity to join a Global Medical Device Manufacturer in the Woburn area in need of a Financial Analyst due to growth. This is a newly created position reporting into the Director of FP&A and will be part of 3-person team. Responsibilities include assist with preparation of board slides and KPI dashboards, support consolidation of monthly business review, involvement with annual operating plan, expense analysis and developing operating expense budgets and financial statement review. This role will also get involved in financial system improvement projects partnering with IT. This is a very data driven role supporting multiple locations, ERP systems and will be partnering with Business Unit leaders. BS Degree in Finance or Accounting, MBA a plus with 2+ years of relevant work experience ideally in a Manufacturing environment. Strong systems skills required, Power BI, Hyperion and advanced Excel. Must have strong communication skills, attention to detail along with strong analytical experience. This is an excellent opportunity to join a growing company experiencing rapid growth offering future growth opportunities. Strong leadership team in place, team collaborative friendly environment with strong overall benefit plan. This is mostly onsite role but tons of flexibility when needed. Email dino.valeri@roberthalf;com or message me thru LinkedIn for immediate consideration. </p><p><br></p>
We are looking for a business-focused IT Analyst who can bridge operational planning, finance, and technology in a fast-paced Oil and Gas environment. This Long-term Contract position is based in Houston, Texas, and will support critical planning applications, data processes, and reporting solutions used for budgeting, forecasting, and long-range planning. The ideal candidate brings strong analytical skills, hands-on systems support experience, and the ability to work across business and technical teams to resolve issues and improve planning operations.<br><br>Responsibilities:<br>• Manage and support planning platforms such as Anaplan and Pod2, including model setup, access controls, business rules, hierarchies, and workflow configuration.<br>• Partner with finance, operations, and IT stakeholders to support budget cycles, forecasting activities, and long-range planning through accurate data preparation and model updates.<br>• Convert business needs into clear functional documentation by defining data inputs, calculation methods, dependencies, and testing criteria for system enhancements.<br>• Investigate and resolve system issues related to application behavior, user access, calculation outputs, and performance, escalating to external vendors when needed.<br>• Oversee and troubleshoot data movement across source systems, planning tools, Snowflake, and reporting environments to maintain reliable information flow.<br>• Create and maintain Snowflake queries, views, and related data assets to support reconciliation, analysis, reporting, and planning activities.<br>• Trace and validate data across systems to identify missing, duplicated, delayed, or inaccurate records and ensure consistency in financial and operational reporting.<br>• Develop and enhance Streamlit applications and Sigma dashboards that enable business users to analyze data, validate results, and support planning workflows.<br>• Work with technical teams and application owners to address integration failures, document corrective actions, and implement tested improvements to reporting and analytics solutions.
<p>Are you a detail-oriented operations professional who enjoys working across inventory, purchasing, vendor relations, and process improvement? Our client is seeking a <strong>Inventory and Purchasing Specialist</strong> to play a key role in managing customer and vendor returns while supporting purchasing and inventory functions across the organization.</p><p>This position offers a unique blend of <strong>inventory control, purchasing support, vendor communication, data management, and process coordination</strong>. The ideal candidate is highly organized, analytical, and comfortable managing multiple priorities in a fast-paced environment.</p><p><strong>Key Responsibilities</strong></p><p><strong></strong></p><p><strong>Returns, Inventory & Accounting Support</strong></p><ul><li>Manage customer returns from initiation through final resolution.</li><li>Process vendor returns for damaged, defective, inaccurate, or excess inventory.</li><li>Perform inventory cycle counts and assist with reconciliation efforts.</li><li>Support annual physical inventory activities across multiple locations.</li><li>Process inventory adjustments and maintain accurate inventory records.</li><li>Work closely with warehouse teams to ensure inventory accuracy and timely issue resolution.</li></ul><p><strong>Purchasing & Supply Chain Support</strong></p><ul><li>Request and evaluate vendor quotes.</li><li>Create and manage stock purchase orders.</li><li>Process and monitor direct-ship purchase orders.</li><li>Coordinate inventory transfers between locations.</li><li>Review and process purchase order acknowledgements.</li><li>Follow up on open or unacknowledged purchase orders.</li><li>Track shipments and expedite late deliveries.</li><li>Update order status and delivery information within the ERP system.</li><li>Assist with purchasing reports, data analysis, and inventory planning initiatives.</li><li>Resolve vendor shipment discrepancies and coordinate corrective actions.</li></ul><p><strong>Vendor & Data Management</strong></p><ul><li>Establish and maintain vendor records and contacts.</li><li>Maintain product and warehouse item files.</li><li>Ensure accurate documentation and electronic file organization.</li><li>Support continuous improvement efforts related to purchasing and inventory processes.</li></ul><p><br></p>
<p>We are looking for an experienced Director of Budget and Analysis to support financial planning and performance management for a multi-entity organization in Lawrence, Massachusetts. This role focuses on developing and managing budgets, analyzing financial results, and providing clear guidance that helps leaders make well-informed decisions. The ideal candidate brings strong budgeting expertise, advanced reporting skills, and hands-on experience with Sage Intacct in a nonprofit accounting environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development, administration, and monitoring of annual budgets across multiple entities, departments, divisions, and programs.</p><p>• Maintain accurate budget structures and financial data within Sage Intacct, ensuring alignment across reports and internal records.</p><p>• Perform recurring comparisons of actual results against budget and forecast expectations, highlighting variances, patterns, and financial exposure.</p><p>• Advise finance leadership on anticipated funding gaps, cost pressures, and changes in revenue performance that may affect operating plans.</p><p>• Support monthly close and reporting activities, including rolling projections and preparation of financial statements.</p><p>• Improve budgeting workflows, forecasting methods, financial models, and reporting practices to strengthen planning and policy compliance.</p><p>• Prepare detailed financial summaries, forecast updates, and performance reports for executives, managers, board stakeholders, and external audiences.</p><p>• Partner with organizational leaders to assess budget proposals, review spending activity, and guide effective allocation of resources.</p><p>• Translate complex financial information into practical recommendations and build executive dashboards in Sage Intacct to enhance visibility into performance.</p><p>• Contribute to ad hoc financial analysis and special projects that support broader planning and decision-making needs</p>