<p>ESSENTIAL DUTIES AND RESPONSIBILITIES</p><p>• Detailed sales order review and approval</p><p>• Create, prepare, send, and revise purchase orders for products (i.e., equipment, supplies, software, materials, components, services, et.) in line with organizational cost, quality, and customer expectations</p><p>• Manage and optimize shipping methods and costs to ensure the lowest price for customers</p><p>• Expedite orders placed with distribution or manufacturers when requested</p><p>• Provide product lead times and estimated ship dates on all open orders</p><p>• Fulfill/receive purchase and sales orders into ERP system</p><p>• Stay up to date with distribution partner’s inventory levels and lead times</p><p>• Enter new part numbers in correlation with the correct income/expense accounts into ERP system as required</p><p>• Provide weekly reporting activities on various purchasing transactions, including volume and dollar value of processed and open orders</p><p>• Alert the sales team to any vendor discount pricing issues 15 days before the expiration date</p><p>• Ensure transactions exist and reflect actual, physical path of items, including RMA’s, to ensure inventory levels in ERP system remain accurate</p><p>• Request demo equipment for distribution or manufacturing partners</p><p>• Research transactions and billing discrepancies</p><p>• Assist with monthly inventory counts and investigations</p><p>• Assists the warehouse with shipping, pre-kitting, and receiving inventory on a daily or as needed basis</p><p>• Act as backup to warehouse staff by shipping orders and receiving inventory as requested</p><p>• Propose improvements to the current purchasing system that will improve vendor relationships and lower the cost of doing business</p><p>• Collaborate with inventory control and sales to maintain inventory level needs</p><p>• Identify ways to manage obsolete and slow-moving stock to help offset losses</p><p>• Provide support to Sales Team in times of high volume</p><p>• Assess, manage, and mitigate risks</p><p>• Other duties as assigned</p>
<p>We are looking for an experienced Attorney/Lawyer to join our team in Las Vegas, Arizona. This hybrid role offers the opportunity to work in a collaborative environment, focusing on complex business litigation and construction defect cases. If you excel in legal research, writing, and courtroom advocacy, this position will allow you to grow professionally while contributing to impactful cases.</p><p><br></p><p>Responsibilities:</p><p>• Represent clients in business litigation and construction defect cases, ensuring their interests are effectively advocated.</p><p>• Draft motions, briefs, and other legal documents with precision and clarity.</p><p>• Conduct thorough legal research to support case strategies and arguments.</p><p>• Collaborate with colleagues in developing case strategies and sharing expertise.</p><p>• Manage discovery processes, including collecting, reviewing, and presenting evidence.</p><p>• Provide legal counsel to clients, explaining case developments and options.</p><p>• Prepare for and participate in court proceedings, including hearings and trials.</p><p>• Stay updated on relevant legal developments and apply them to ongoing cases.</p><p>• Maintain compliance with all legal and ethical standards in your practice.</p>
<p>We are looking for an experienced Corporate and Transactional Attorney with 3+ years of expertise to join a dynamic mid-sized law firm in Scottsdale, Arizona. This role offers a hybrid work environment and the opportunity to handle a diverse range of legal matters within corporate law, commercial transactions, and real estate.</p><p><br></p><p>Responsibilities:</p><p>• Draft, review, and negotiate complex commercial contracts to support various business operations.</p><p>• Provide strategic legal counsel on corporate governance and compliance matters.</p><p>• Manage transactional processes, including mergers, acquisitions, and asset sales.</p><p>• Advise clients on commercial real estate transactions, including leasing and acquisitions.</p><p>• Conduct legal research and analysis to ensure accuracy and compliance with applicable laws.</p><p>• Collaborate with internal and external stakeholders to facilitate business transactions.</p><p>• Develop and implement risk management strategies for corporate clients.</p><p>• Represent clients in negotiations to achieve favorable outcomes for transactional matters.</p><p>• Ensure timely and accurate preparation of legal documents related to corporate transactions.</p><p>• Stay current with changes in laws and regulations impacting corporate and transactional practices.</p>
<p>Robert Half Management Resouces is looking for an accomplished Finance Manager to join one of our clients on an interim basis. This role is ideal for someone who thrives in dynamic environments and is eager to support financial operations through expert analysis and proactive initiatives. The position offers an opportunity to lead key financial processes and drive improvements in data accuracy and reporting.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Validate and clean financial data across multiple locations to support organizational system implementation.</p><p>• Collaborate closely with operations and field teams to ensure consistency and accuracy in customer, job, and bid-related data.</p><p>• Analyze bid data, both historical and active, to identify patterns, discrepancies, and opportunities for enhancement.</p><p>• Perform variance analysis between estimated and actual costs in the backlog to refine forecasting and pricing strategies.</p><p>• Develop reporting tools to provide insights into bid performance and profit margins.</p><p>• Utilize QuickBooks Desktop and Excel for data consolidation and ad hoc financial analysis.</p><p>• Support financial reconciliation processes to ensure alignment between projected and actual financial outcomes.</p><p>• Conduct month-end close procedures and prepare financial reports that align with organizational goals.</p><p>• Assist in financial modeling and forecasting to support strategic decision-making.</p>
<p>We are looking for a skilled defense litigation attorney to join a boutique law firm with a focus on law enforcement defense in Tempe, Arizona. This role is ideal for professionals with 3 or more years of experience who are eager to handle complex civil litigation cases and contribute to a dynamic legal team. The position offers a competitive salary based on experience, ranging from $100,000 to $165,000.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee civil litigation cases with an emphasis on law enforcement defense.</p><p>• Conduct depositions, interviews, and other discovery processes to gather and analyze case evidence.</p><p>• Draft and file motions, pleadings, and other legal documents in alignment with case strategies.</p><p>• Represent clients in court proceedings, mediations, and settlement negotiations.</p><p>• Collaborate with colleagues to develop case strategies and ensure effective representation.</p><p>• Provide legal counsel and guidance to clients regarding case developments and potential outcomes.</p><p>• Stay updated on relevant laws, regulations, and precedents to strengthen case arguments.</p><p>• Maintain organized and detailed documentation for all case files and legal activities.</p><p>• Ensure compliance with ethical standards and firm policies in all legal practices.</p>
<p>We are seeking a highly motivated and detail-oriented <strong>Accounts Payable (AP) Specialist</strong> to join a dynamic team in Chandler, AZ. As an <strong>AP Specialist</strong>, you will play a key role in ensuring the accuracy and timeliness of all accounts payable processes. This <strong>temp-to-hire</strong> position provides an excellent opportunity for candidates with strong organizational skills and experience working with <strong>QuickBooks</strong> or <strong>Sage</strong> software. The position requires someone who can multitask effectively in a fast-paced environment while maintaining a high level of accuracy and professionalism.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process invoices accurately and efficiently, ensuring proper coding and approvals.</li><li>Verify and reconcile vendor statements, resolving any discrepancies promptly.</li><li>Handle accounts payable inquiries from vendors and internal stakeholders.</li><li>Prepare and process weekly check runs, ACH transactions, and wire transfers.</li><li>Maintain accurate and organized records of all accounts payable transactions.</li><li>Perform monthly accounts payable account reconciliations.</li><li>Support month-end and year-end closing processes by providing necessary reports and documentation.</li><li>Ensure compliance with company policies, procedures, and applicable regulations related to accounts payable.</li><li>Assist with generating 1099 forms and ensuring compliance with IRS regulations.</li></ul><p><br></p>
<p>We are looking for a skilled and detail-oriented Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Scottsdale, Arizona. This position is full-time (40hrs weekly) position and requires expertise in managing comprehensive bookkeeping tasks, overseeing financial operations, and supporting office management duties. The ideal candidate will possess strong organizational skills and a solid understanding of accounting principles.</p><p><br></p><p>Responsibilities:</p><p>• Handle day-to-day accounting operations, including managing accounts payable and accounts receivable.</p><p>• Prepare and issue accurate invoices in a timely manner.</p><p>• Conduct bank reconciliations to ensure financial accuracy and consistency.</p><p>• Manage annual sales tax filings and ensure compliance with relevant regulations.</p><p>• Maintain and update financial records using QuickBooks software.</p><p>• Provide support with office management tasks and administrative duties as needed.</p><p>• Monitor and track financial transactions to ensure data integrity.</p><p>• Generate financial reports and summaries for review by management.</p><p>• Assist in developing and implementing efficient accounting procedures.</p><p>• Address and resolve discrepancies in financial records promptly.</p>
<p>We are seeking a detail-oriented <strong>Senior Accountant</strong> with strong analytical skills and prior experience in managing the full accounting cycle to join our client’s team in Chandler, AZ. This temp-to-hire opportunity offers the potential to transition into a permanent role with a reputable company. The ideal candidate will bring a solid understanding of accounting principles and expertise with popular software tools such as <strong>Great Plains</strong> or <strong>Sage</strong>.</p><p><strong>Responsibilities:</strong></p><ul><li>Prepare monthly financial statements, including balance sheets, profit & loss statements, and cash flow reports.</li><li>Maintain general ledger accounts, ensuring accurate and timely entries and reconciliations.</li><li>Perform month-end and year-end close processes with precision.</li><li>Manage accounts payable and accounts receivable, including processing invoices and preparing payment schedules.</li><li>Conduct variance analysis and provide actionable insights to management.</li><li>Ensure compliance with internal controls and applicable accounting standards/regulations.</li><li>Assist with audits by preparing necessary documentation and supporting schedules.</li><li>Collaborate with internal teams to drive process improvements and operational efficiencies.</li></ul><p><br></p>
<p>We are currently seeking a meticulous and highly organized Escrow Specialist to support our local client in managing real estate transactions with precision and compliance. This role plays a vital part in delivering outstanding service to clients while upholding the integrity and accuracy of escrow operations.</p>
<p>A small and thriving business in Tempe, AZ is seeking a talented <strong>Full Charge Bookkeeper / Office Manager</strong> for an immediate <strong>temp-to-hire</strong> opportunity. This essential position combines full-cycle accounting duties using <strong>QuickBooks</strong> with managing the day-to-day operations of the office to ensure smooth and efficient workflows.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Handle <strong>full-cycle accounting</strong> tasks, including payroll management, reconciliations, and monthly close processes.</li><li>Maintain financial records accurately using QuickBooks and ensure compliance with company procedures.</li><li>Oversee and manage daily office operations, fostering a collaborative and productive environment.</li><li>Provide leadership and organization to guide the team and maintain office efficiency.</li></ul><p><br></p>
<p>Our client is hiring for <strong>Patient Support Representatives</strong>! The <strong>Patient Support Representative</strong> is a contract to hire opportunity that begins in December. The <strong>Patient Support Representative </strong>will work M-F 8:30AM-4:30PM PST.</p><p><br></p><p>· Meet the performance goals established for the position in the areas of patient satisfaction, accuracy, quality, and attendance</p><p>· Multi-task utilizing double monitors for data entry, phone etiquette, and use of resources while maintaining proper guidelines</p><p>· Provides services to internal and external customers involving the exchange of complex and sensitive information while acting as patient advocate</p><p>· Assists other Patient Support Center Representatives and Supervisors with daily paperwork load as needed to resolve and / or document patient issues</p><p>· Recognizes financial, medical and legal risks based on data collected during customer interactions and follows appropriate procedures</p>
<p>Are you a dynamic <strong>Cybersecurity Engineer</strong> with a passion for protecting digital infrastructures? Robert Half is proactively seeking an exceptional talent in Phoenix, Arizona, for one of our valued clients. If you thrive in a challenging, fast-paced environment and relish the opportunity to solve complex security challenges, this could be your next career move!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p>Typical cybersecurity engineer duties may include:</p><ul><li>Design, implement, and maintain robust security architectures to safeguard data, systems, and networks.</li><li>Continuously monitor and assess security vulnerabilities, threats, and risks using cutting-edge tools and technologies.</li><li>Conduct penetration testing, vulnerability assessments, and forensic analysis.</li><li>Develop and deploy incident response protocols, ensuring fast reaction and resolution of security events.</li><li>Collaborate with cross-functional teams to integrate security into software development, networking, and IT operations.</li><li>Offer guidance and training to internal stakeholders to raise cybersecurity awareness across the organization.</li><li>Ensure compliance with legal and regulatory standards, including GDPR, HIPAA, and other relevant frameworks.</li></ul>
We are looking for a detail-oriented and motivated Billing Clerk to join our team on a long-term contract basis. In this hybrid position, based in Phoenix, Arizona, you will play a critical role in processing and verifying high volumes of service tickets to ensure accurate billing and revenue capture. This role offers an excellent opportunity to develop your skills in a fast-paced and collaborative environment.<br><br>Responsibilities:<br>• Process 200-250 service tickets daily with accuracy and efficiency, ensuring timely task completion.<br>• Verify and close service tickets to capture accurate revenue for all services rendered.<br>• Collaborate with internal departments to address and resolve outstanding discrepancies by set deadlines.<br>• Investigate and resolve billing issues to maintain accurate financial records.<br>• Maintain organized and accurate documentation for all service tickets and billing activities.<br>• Support the finance team with various administrative tasks as needed.<br>• Adhere to company policies and procedures related to billing and accounts payable.<br>• Ensure compliance with established processes to maintain data accuracy and integrity.
We are looking for an experienced Sr. Accounts Receivable Analyst to join our team in Scottsdale, Arizona. This Contract-to-permanent position offers an opportunity to play a vital role in managing and optimizing the collections process while contributing to the growth of a dynamic organization. The ideal candidate will possess exceptional organizational skills, a proactive problem-solving attitude, and the ability to work collaboratively to improve processes and achieve company goals.<br><br>Responsibilities:<br>• Conduct outbound collections calls with a strong focus on professionalism and customer service, ensuring adherence to company policies.<br>• Investigate and analyze accounts thoroughly to prepare for effective customer interactions and meetings.<br>• Collaborate with internal sales teams and cross-functional departments, as well as external customers, to address and resolve collection-related issues.<br>• Evaluate delinquent accounts and prepare detailed reports on high-risk accounts, offering recommendations for resolution.<br>• Generate and review reports on bad debt, assisting with invoices, credit memos, and necessary adjustments.<br>• Support system improvement initiatives by analyzing current collection practices and proposing process enhancements.<br>• Identify and address process gaps by working with cross-functional teams to implement creative solutions, including automation opportunities.<br>• Participate in streamlining the collections process and contribute to the development of more efficient workflows.
<p>We are seeking a detail-oriented and proactive Purchasing & Inventory Specialist to join our client’s team. This role is responsible for managing the procurement process, optimizing shipping and inventory practices, and supporting the sales and warehouse teams to ensure smooth operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and approve detailed sales orders.</li><li>Create, prepare, send, and revise purchase orders for products including equipment, supplies, software, materials, components, and services.</li><li>Optimize shipping methods and costs to ensure the best value for the organization and its customers.</li><li>Expedite orders with distributors or manufacturers as needed.</li><li>Provide accurate product lead times and estimated ship dates for all open orders.</li><li>Process and receive purchase and sales orders in the ERP system.</li><li>Monitor distribution partners’ inventory levels and lead times.</li><li>Enter new part numbers into the ERP system with correct income/expense account alignment.</li><li>Generate weekly reports on purchasing transactions, including volume and dollar value of processed and open orders.</li><li>Notify the sales team of vendor discount pricing issues at least 15 days before expiration.</li><li>Ensure inventory transactions reflect the actual physical movement of items, including RMAs.</li><li>Request demo equipment from distribution or manufacturing partners.</li><li>Investigate and resolve transaction and billing discrepancies.</li><li>Assist with monthly inventory counts and related investigations.</li><li>Support warehouse operations including shipping, pre-kitting, and receiving inventory as needed.</li><li>Serve as a backup for warehouse staff in shipping and receiving.</li><li>Recommend improvements to purchasing systems to enhance vendor relationships and reduce costs.</li><li>Collaborate with inventory control and sales teams to maintain appropriate inventory levels.</li><li>Identify and manage obsolete or slow-moving stock to minimize losses.</li><li>Provide support to the Sales Team during peak periods.</li><li>Assess, manage, and mitigate procurement-related risks.</li><li>Perform other duties as assigned.</li></ul><p><br></p>
<p>We are looking for a skilled Associate Attorney with expertise in real estate transactions to join our client's boutique law firm in North Scottsdale, Arizona. This role focuses on handling vacant land purchases and working with residential home builders on land development, offering an excellent opportunity to work in a dynamic and collaborative legal environment. The ideal candidate will bring 3+ years of relevant experience in real estate law and a commitment to delivering high-quality legal services. Experience focused more on commercial leasing is not applicable to this role. This is a hybrid role which permits some work from home.</p><p><br></p><p>Responsibilities:</p><p>• Manage legal aspects of vacant land acquisitions and residential home-building transactions.</p><p>• Draft, review, and negotiate contracts and agreements related to real estate transactions.</p><p>• Conduct thorough due diligence to identify potential risks and ensure compliance with regulations.</p><p>• Provide legal counsel and advice to clients regarding real estate laws and procedures.</p><p>• Collaborate with clients to understand their objectives and tailor legal solutions to meet their needs.</p><p>• Research and interpret real estate laws to ensure accurate application in transactions.</p><p>• Maintain clear and precise communication with clients and other stakeholders to facilitate smooth transactions.</p><p>• Work closely with colleagues in a hybrid work environment to achieve team goals.</p><p>• Stay updated on changes in real estate and construction law to provide informed legal guidance.</p><p>• Support the firm in upholding high standards of quality and client satisfaction.</p>
<p>We are seeking a detail-oriented and motivated <strong>Staff Accountant</strong> to join our client’s growing team in Tolleson, AZ. This <strong>temp-to-hire</strong> position provides an excellent opportunity to work in a dynamic environment with growth potential. The ideal candidate will have prior accounting experience and proficiency in <strong>Great Plains</strong> software. Strong organizational skills, attention to detail, and the ability to work collaboratively are essential for success.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain and reconcile general ledger accounts, ensuring accuracy and timeliness.</li><li>Assist with month-end and year-end closing processes.</li><li>Prepare journal entries and account reconciliations.</li><li>Support accounts payable and accounts receivable functions, including data entry, coding, and analysis.</li><li>Help prepare financial reports, including balance sheets, income statements, and cash flow statements.</li><li>Investigate and resolve discrepancies in financial records.</li><li>Ensure compliance with accounting policies and procedures.</li><li>Provide support during audits by compiling and organizing documentation.</li><li>Collaborate with team members to improve accounting processes and workflows.</li></ul><p><br></p>
<p>We are looking for a meticulous and analytical KYC Analyst to join our team on a contract basis in Phoenix, Arizona. This role focuses on ensuring compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations while minimizing financial crime risks. As part of a dynamic environment, you will play a crucial role in safeguarding the organization’s integrity and supporting its compliance initiatives.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough KYC reviews for both new and existing clients, analyzing business and personal information to ensure adherence to compliance standards.</p><p>• Evaluate customer profiles against risk frameworks to identify and escalate high-risk accounts or activities for further investigation.</p><p>• Keep up-to-date with relevant AML and KYC regulations, including FinCEN guidelines, ensuring that all client data complies with federal and institutional standards.</p><p>• Verify and validate identification documents, proof of address, and corporate registration papers to confirm client identities.</p><p>• Monitor transactions for suspicious activities and prepare detailed Suspicious Activity Reports (SARs) when required.</p><p>• Collaborate with compliance officers and other internal teams to resolve discrepancies in KYC information and maintain regulatory compliance.</p><p>• Maintain organized records and documentation of actions taken during the KYC process to support audit trails.</p><p>• Recommend enhancements to internal processes and tools for improved efficiency and compliance.</p><p>• Investigate fraud-related incidents and assist with anti-fraud measures to protect the organization.</p><p>• Perform gap analyses to identify areas for improvement in compliance workflows.</p>
<p>We are looking for a skilled and detail-oriented (Part-Time) Full Charge Bookkeeper to join our team on a contract-to-permanent basis in Phoenix, Arizona. This position is part-time (20-30hrs weekly) and requires expertise in managing comprehensive bookkeeping tasks, overseeing financial operations, and supporting office management duties. The ideal candidate will possess strong organizational skills and a solid understanding of accounting principles.</p><p><br></p><p>Responsibilities:</p><p>• Handle day-to-day accounting operations, including managing accounts payable and accounts receivable.</p><p>• Prepare and issue accurate invoices in a timely manner.</p><p>• Conduct bank reconciliations to ensure financial accuracy and consistency.</p><p>• Manage annual sales tax filings and ensure compliance with relevant regulations.</p><p>• Maintain and update financial records using QuickBooks software.</p><p>• Provide support with office management tasks and administrative duties as needed.</p><p>• Monitor and track financial transactions to ensure data integrity.</p><p>• Generate financial reports and summaries for review by management.</p><p>• Assist in developing and implementing efficient accounting procedures.</p><p>• Address and resolve discrepancies in financial records promptly.</p>
<p><strong>Copywriter/Content Specialist</strong></p><p><strong>Duration:</strong> 3-Month Contract, 40 hours/week</p><p><br></p><p>We’re looking for a <strong>Copywriter/Content Specialist</strong> who thrives in fast-paced environments and knows how to bring brand stories to life across multiple channels. This is a full-time contract role supporting a dynamic team focused on delivering high-impact marketing content.</p><p><br></p><p><strong>A Day in the Life:</strong></p><p>You’ll be responsible for developing high-quality, engaging, and persuasive copy for a variety of marketing materials, including website content, email campaigns, social media posts, white papers, case studies, and more. You’ll maintain and refine the company’s brand voice, ensuring consistency across all communication channels. You’ll bring fresh, creative thinking to challenge the status quo while staying true to brand guidelines. You’ll collaborate closely with marketing, design, product, and sales teams to develop and execute integrated marketing campaigns. You’ll also review and edit content to ensure accuracy, clarity, and alignment with brand standards.</p>
<p>We are partnering with a dynamic consumer services organization looking for an experienced and dynamic Director of Customer Success to lead their centralized customer support operations in Phoenix, Arizona. This role is integral to ensuring customer satisfaction and retention across multiple storefront locations. The ideal candidate will have a strong sales mindset, exceptional leadership abilities, and the technical acumen to optimize systems and workflows as the company scales rapidly.</p><p><br></p><p>Responsibilities:</p><p>• Lead and expand a centralized customer success team that supports multiple storefronts across various regions.</p><p>• Recruit, train, and manage a growing team to ensure consistent delivery of excellent customer support services.</p><p>• Oversee key operational areas including customer onboarding, billing, reservations, and escalated support.</p><p>• Foster a collaborative and positive team culture that prioritizes growth, psychological safety, and high performance.</p><p>• Streamline and document workflows to enhance efficiency and reduce complexity in daily operations.</p><p>• Develop and implement training programs to scale team capabilities effectively.</p><p>• Collaborate with marketing and operations teams to ensure alignment and improve customer engagement strategies.</p><p>• Monitor team performance and customer satisfaction metrics to identify areas for improvement.</p>
<p>Robert Half is collaborating with a respected organization to find a skilled Foreclosure Specialist to join their dynamic team. This role is essential in overseeing the end-to-end foreclosure process, ensuring compliance with legal standards, and maintaining high-quality service delivery.</p>
We are looking for a detail-oriented Staff Accountant to join our team in Phoenix, Arizona. This contract position involves collaborating with various departments to manage financial operations and ensure compliance with accounting standards. The role requires a proactive individual capable of handling reconciliation tasks, financial reporting, and budgeting in a dynamic, multi-state environment.<br><br>Responsibilities:<br>• Perform detailed month-to-month and year-to-year expense analysis, identifying necessary adjustments to the General Ledger and accruals.<br>• Prepare and post monthly journal entries with accuracy and timeliness.<br>• Reconcile gross profit figures between financial and billing distribution systems on a monthly basis.<br>• Compile and distribute financial statements and reports, ensuring clarity and accuracy.<br>• Conduct budget versus actual expense analyses to identify variances and provide actionable insights.<br>• Reconcile General Ledger accounts monthly, addressing errors, write-offs, and items requiring management review.<br>• Collaborate with suppliers to maintain payment aging within corporate guidelines, including bank reconciliations and forecasting.<br>• Prepare and file monthly tax reports in compliance with regulations.<br>• Support annual budget forecasting and participate in strategic financial planning.<br>• Manage petty cash reconciliation, monthly spoils billing, and commission payouts, ensuring timely processing.
<p>We are looking for a meticulous and proactive KYC Data Analyst to join our team on a contract basis in Phoenix, Arizona. In this role, you will play a key part in ensuring the accuracy and completeness of client data, supporting compliance efforts, and contributing to data enhancement initiatives. This position offers an opportunity to collaborate with internal teams and make a meaningful impact on operational processes.</p><p><br></p><p>Responsibilities:</p><p>• Review and analyze client data to ensure accuracy and compliance with regulatory standards.</p><p>• Update and maintain custodian systems to reflect complete and correct KYC information.</p><p>• Collaborate with internal teams to identify and resolve discrepancies in documentation and data.</p><p>• Monitor progress on data enhancement initiatives and ensure timely completion of tasks.</p><p>• Manage repapering requirements to align with organizational standards.</p><p>• Track and address missing invoices or documentation in coordination with relevant departments.</p><p>• Support efforts to improve data quality and streamline processes.</p><p>• Prepare detailed reports and documentation for internal and external stakeholders.</p><p>• Identify opportunities for process improvements and propose actionable solutions.</p>
<p><strong>Overview:</strong></p><p> We are seeking a dynamic Payroll Relationship Manager to support small and medium-sized business clients with a comprehensive payroll solution. As a Payroll Relationship Manager, you will guide clients through the onboarding, activation, and ongoing support process, ensuring a seamless payroll experience and efficient tax compliance. This is an ideal opportunity for those who thrive in a collaborative and fast-paced environment while delivering exceptional client service.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Consultation & Solutioning:</strong></li><li>Advise clients on payroll solutions, including payments and payroll support.</li><li>Collaborate with Business Development, Relationship Managers, and Product teams to recommend tailored payroll services.</li><li><strong>Onboarding & Activation:</strong></li><li>Lead the onboarding process, ensuring a smooth setup and activation of the payroll solution.</li><li>Oversee client training on payroll platform features, including integration with tax filing automation.</li><li><strong>Client Relationship Management:</strong></li><li>Serve as the primary contact for payroll clients, addressing inquiries and troubleshooting issues.</li><li>Manage client feedback and advocate for process improvements.</li><li><strong>Sales & Cross-Sell:</strong></li><li>Execute product pilots and nurture leads in partnership with Marketing.</li><li>Cross-sell value-added payroll and payment services to existing clients to drive revenue and client loyalty.</li><li><strong>Process Improvement:</strong></li><li>Identify opportunities to enhance onboarding, activation, and ongoing support processes.</li><li>Contribute to feedback loops with sales leadership, marketing, and product teams.</li></ul>
