<p>We are looking for a skilled and motivated Bank Manager to lead a dynamic branch team in our West Palm Beach market. This role requires a strong focus on team development, community engagement, and operational excellence to drive growth and maintain high standards of service. The ideal candidate will possess a proven track record in banking operations and demonstrate leadership qualities that foster collaboration and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain a cohesive and well-trained team that meets branch demands while fostering a culture of respect and relationship-building.</p><p>• Guide and mentor team members to identify cross-selling opportunities and enhance customer service.</p><p>• Ensure adherence to policies and procedures by completing administrative tasks, reports, and compliance requirements accurately and on time.</p><p>• Spend equal time within the branch and in the community to establish and nurture business relationships, representing the Credit Union professionally.</p><p>• Manage recruitment, onboarding, and training processes to ensure team members perform to expectations and schedules are maintained.</p><p>• Conduct performance evaluations and disciplinary actions within established guidelines, including documentation for terminations.</p><p>• Collaborate on the development of the annual branch budget and action plans to achieve growth and financial stability.</p><p>• Monitor branch performance metrics, address unsatisfactory results, and implement strategies for improvement.</p><p>• Partner with other departments to build and maintain business relationships that generate new opportunities and support community engagement.</p><p>• Oversee branch operations, ensuring compliance with policies, regulations, and safety protocols while maintaining the facility and grounds.</p>
<p><em>The salary range for this hybrid position is $95,000-$115,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p><strong><u>Position Detail</u></strong></p><ul><li>Review/Prepare tax returns for Partnerships (1065), and S and C-corps (1120), Individuals (1040) and others, as assigned.</li><li>Handle routine client tax questions, research tax issues, and work with clients to collect necessary information for tax return completion and compliance.</li><li>Assist in tax field exams and any tax notice resolutions.</li><li>Recognize and inform senior management of opportunities to increase level and types of services to clients.</li><li>Assist with training and developing staff and interns.</li></ul><p><br></p>
<p><strong>Key Responsibilities</strong></p><ul><li><strong>Scheduling & Planning</strong></li><li>Build and maintain a rolling <strong>4–6 week die shop schedule</strong> covering all mill work and outsourced tooling.</li><li>Ensure every job is tied to either a <strong>mill completion date</strong> or an <strong>outsourcing plan with vendor and return date</strong>.</li><li>Track lead times and capacity constraints; flag overloads and recommend outsourcing early.</li><li>Update and publish the schedule weekly (Monday build, Wednesday commitment).</li><li><strong>Coordination & Communication</strong></li><li>Coordinate with production, engineering, and vendors to align tooling availability with production needs.</li><li>Communicate changes clearly to the supervisor and management.</li><li>Work with outside vendors (e.g. H& H) to confirm send-out dates, programs, and weekly capacity.</li><li><strong>Data & Reporting</strong></li><li>Maintain accurate, current data in <strong>Quickbase</strong> and related scheduling sheets.</li><li>Record send-outs, vendor assignments, and expected return dates.</li><li>Provide weekly reports showing die readiness, load vs. capacity, and buffer status.</li><li><strong>Process Discipline</strong></li><li>Enforce the rule: no job is promised unless it is on the schedule or on the outsource plan.</li><li>Drive consistency across all die shop scheduling practices.</li><li>Eliminate duplicate entry by moving die reviews and records directly into Quickbase.</li></ul><p><strong>Skills and Competencies</strong></p><ul><li>Strong organizational and scheduling skills.</li><li>Computer proficiency required; Quickbase or ERP/CMMS system experience preferred.</li><li>Intermediate to advanced level of knowledge in Microsoft Office</li><li>Ability to interpret tooling requirements, job orders, and prints.</li><li>Clear communication skills across shop floor, management, and vendors.</li><li>Problem-solving mindset to anticipate conflicts and prevent production delays.</li><li>Ability to manage multiple priorities in a fast-paced environment.</li></ul><p><strong>Experience</strong></p><ul><li>Experience in manufacturing scheduling, planning, or tooling coordination.</li><li>Background in die shop, machining, or tooling inventory management a plus.</li><li>Vendor coordination or purchasing experience helpful.</li></ul><p><strong>Work Environment</strong></p><ul><li>Primarily computer-facing office role within the die shop environment.</li><li>Regular interaction with shop floor staff and vendors.</li><li>Fast-paced environment requiring accuracy and consistency.</li></ul><p>Benefits</p><ul><li>Offer Competitive Benefits; medical, dental and vision. </li></ul>
<p>We are hiring a <strong>Financial Analyst</strong> to support budgeting, reporting, and data analysis. This role is 100% onsite in San Francisco and is a great opportunity for someone looking to grow their finance career in a hands-on, collaborative environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in preparing budgets, forecasts, and variance analyses</li><li>Compile and analyze financial data to support reporting needs</li><li>Maintain financial models and dashboards</li><li>Collaborate with accounting and operations teams to ensure data accuracy</li><li>Support ad hoc analysis and reporting requests</li></ul>
We are looking for an experienced Tax Manager to join a growing public accounting firm in Burnsville, Minnesota. This role offers an excellent opportunity for leadership and career growth, with the potential for partnership in the near future. The firm emphasizes work-life balance, ensuring manageable hours even during busy seasons, making it a standout choice for professionals in the industry.<br><br>Responsibilities:<br>• Oversee and manage tax planning, compliance, and preparation for a diverse portfolio of clients.<br>• Provide expert guidance on complex tax issues and strategies to clients and internal teams.<br>• Lead and mentor a team of tax professionals, fostering their growth and development.<br>• Ensure compliance with federal, state, and local tax regulations, staying updated on any changes.<br>• Collaborate with partners and senior management to develop and implement business strategies.<br>• Build and maintain strong client relationships by delivering exceptional service and support.<br>• Review and approve tax filings, ensuring accuracy and adherence to deadlines.<br>• Participate in client meetings to provide insights and recommendations for tax optimization.<br>• Assist in the transition and integration of new clients and systems as necessary.<br>• Contribute to the firm's long-term planning and growth initiatives, including succession planning.
<p>We are looking for an experienced Tax Director to join our team in Bellingham, Massachusetts. This leadership role requires expertise in managing complex tax engagements, mentoring staff, and fostering strong client relationships. The ideal candidate will bring over 15 years of experience in tax management and demonstrate exceptional organizational and communication skills.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the execution of intricate tax engagements, ensuring accuracy and compliance while guiding team members.</p><p>• Manage the timely preparation and filing of corporate, fiduciary, charitable, partnership, and individual tax returns, with a focus on resolving any issues.</p><p>• Build and maintain strong relationships with clients through proactive communication and personalized service.</p><p>• Lead and mentor Tax Accountants, providing guidance and reviewing their tax preparation work to ensure quality.</p><p>• Prepare and review tax returns for S Corporations, C Corporations, and other entities.</p><p>• Take charge of the firm’s tax operations, including team development and consistent client communication.</p><p>• Inspire and direct staff, fostering growth and collaboration within the team.</p><p>• Represent and promote the firm through networking initiatives and events.</p><p>• Handle multi-state and international tax matters when applicable, leveraging expertise to address complex scenarios.</p><p>• Ensure exceptional attention to detail and uphold organizational standards in all aspects of tax operations.</p>
<p><strong>Senior Financial Analyst | Spartanburg, SC | to $100K + Bonus</strong></p><p>One of Spartanburg’s top employers is seeking a Senior Financial Analyst to join their growing finance team. This role will serve as the right hand to the CFO with broad exposure across budgeting, forecasting, and strategic planning.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> • Lead development of annual budgets and rolling forecasts</p><p> • Build and maintain financial models to support growth and expansion planning</p><p> • Partner with leadership to analyze results and drive strategic initiatives</p><p> • Automate and enhance reporting using advanced Excel, SQL, and related tools</p>
<p>We are in search of an IT Auditor to join our team in Central, New Jersey. This role primarily involves evaluating IT controls, identifying potential risks, and providing recommendations to enhance IT governance adhering to industry regulations and best practices. You will be working in the insurance industry and your responsibilities will include:</p><p><br></p><p>• Evaluating cybersecurity protocols, data protection measures, and incident management procedures to ensure they are aligned with insurance data privacy requirements and industry standards.</p><p>• Planning, developing, and executing IT audit programs with a focus on system controls, data integrity, and IT governance within the insurance industry.</p><p>• Identifying and evaluating risks associated with IT systems, data management, and cybersecurity within insurance operations, and recommending enhancements to internal controls.</p><p>• Ensuring that IT systems and processes are in compliance with regulatory standards applicable to the insurance industry including Sarbanes-Oxley (SOX), GDPR, HIPAA, NAIC Model Laws, and state-specific regulations.</p><p>• Documenting audit findings, preparing comprehensive audit reports, and presenting findings and recommendations to senior management and relevant stakeholders.</p><p>• Collaborating with IT, security, and business departments to understand system processes and ensure audit recommendations are effectively implemented.</p><p>• Conducting IT audits related to third-party vendors and service providers to ensure compliance with internal policies and regulatory requirements, especially around data security and system integration.</p><p>• Staying abreast with emerging technologies, trends, and regulatory changes in the insurance and IT audit landscape, and proactively recommending process improvements and innovations to strengthen the company’s IT audit function.</p>
<p>Great opportunity to get in on the ground level and reap the rewards of your work.</p><p>Publicly traded and well-funded, with incredible new leadership team with tremendous track record of taking companies from millions to billions!</p><p>The new leadership are incredible and excited to get the right team into company so they can make this another huge success & share it with the new hires. If you have a treasury background that includes the below key items send resumes immediately to Jennifer.Beilin@Roberthalf (dotcom) as interviews are already under way!</p><p> </p><p><strong>MUST HAVES: </strong></p><ul><li>Minimum Bachelor's Degree in Accounting, Finance, Economics or similar</li><li>You bring 7+ years of progressive experience in from prior <strong>banking industry</strong> with skillset: Liquidity Management, Banking, Risk Management, and leadership</li><li>Can be both hands on in day to day but have a Strategic mindset</li><li>You prefer opportunities that are fast-pace that leverage prior skillsets obtained throughout career</li><li>Mindset includes no job too small or too big to tackle</li></ul>
<p>We are looking for a dedicated Internal Audit Manager/Director to lead and enhance audit processes for a client in the Oklahoma City area. This role focuses on overseeing audit programs, ensuring compliance, and providing strategic insights to support organizational goals. The ideal candidate will possess strong leadership skills and extensive experience in internal auditing.</p><p><br></p><p>Responsibilities:</p><p>• Develop, implement, and oversee comprehensive audit programs to ensure compliance with regulatory standards.</p><p>• Lead the execution of annual internal audit plans and identify areas for process improvement.</p><p>• Prepare and present detailed reports to the audit committee, summarizing findings and recommendations.</p><p>• Collaborate with corporate leadership to align internal audit strategies with organizational objectives.</p><p>• Monitor and evaluate internal controls to identify risks and enhance operational efficiency.</p><p>• Provide guidance and mentorship to audit team members, fostering growth and development.</p><p>• Ensure adherence to corporate policies and frameworks during audit processes.</p><p>• Conduct risk assessments and recommend strategies to mitigate potential issues.</p><p>• Maintain up-to-date knowledge of industry regulations and best practices to inform audit procedures.</p>
<p>We are a boutique CPA firm in Fort Lauderdale, seeking a Tax Manager to join our team. As our company is growing, we are in need of someone with strong 1040, 1120, 1120S, 940 and 941 tax experience to support and manage our clientele book. With a team of 10 on our staff, there will be others to share the load and to help. We have a strong work culture and seeking someone who can join us long term. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and review of annual income tax provisions to ensure compliance with regulations.</p><p>• Utilize CCH ProSystem Fx to manage tax-related processes, ensuring accuracy and efficiency.</p><p>• Manage and review corporate tax returns for various entities, ensuring adherence to legal requirements.</p><p>• Handle sales tax compliance tasks, including accurate reporting and filings.</p><p>• Provide guidance on entity formation and related tax implications.</p><p>• Collaborate with clients to address complex tax issues and provide strategic solutions.</p><p>• Ensure timely submission of all tax filings and compliance documentation.</p><p>• Stay updated on changes in tax laws and regulations to provide informed advice.</p><p>• Train and mentor less experienced staff members to enhance their technical skills and knowledge.</p><p>• Work closely with internal teams to optimize tax processes and improve overall efficiency.</p>
<p>Are you a detail-oriented professional with a passion for numbers and organization? We're looking for an exceptional Bookkeeper to join our client's dynamic team and play a pivotal role in maintaining accurate financial records and ensuring smooth day-to-day operations! If you're ready to bring your expertise in accounts payable, accounts receivable, payroll, and reconciliations to a thriving company, this is your chance to shine. Take the next step in your career and apply today!</p><p><br></p><p>Responsibilities:</p><ul><li>Accurately record daily transactions, such as sales, purchases, receipts, and payments, into the general ledger.</li><li>Ensure bank, credit card, and other account balances match corresponding statements and resolve discrepancies.</li><li>Monitor invoices, process payments to vendors, and follow up on unpaid customer invoices.</li><li>Organize and update all financial documents, ensuring they are accurate and compliant with laws and regulations.</li><li>Process employee timesheets, track hours, and calculate payroll while accounting for deductions and tax withholdings.</li><li>Prepare basic reports like income statements, balance sheets, and cash flow summaries for management review.</li></ul><p><br></p><p><br></p>
<p>We are offering an exciting opportunity for a Senior Auditor with a Public Accounting firm based in HOUSTON, Texas. This role will involve working with a diverse range of tasks within the industry, including the processing of audit programs, maintaining audit plans, and managing audit engagements. The role also involves using a variety of industry-specific skills and tools, such as CaseWare and CCH ProSystem. <strong>Excellent benefits and very hybrid schedule!</strong></p><p><br></p><p><strong>Sr. Auditor Responsibilities:</strong></p><p>• Conducting and overseeing audit engagements effectively and efficiently</p><p>• Utilizing audit programs to ensure compliance with industry standards</p><p>• Managing audit plans to ensure timely completion of tasks and projects</p><p>• Utilizing CaseWare and CCH ProSystem in executing accounting functions</p><p>• Ensuring accurate records are maintained on customer credit applications</p><p>• Monitoring customer accounts and taking appropriate action when necessary</p><p>• Utilizing auditing skills to ensure financial statements are accurate and compliant with regulations</p><p>• Providing feedback and guidance to junior audit team members</p><p>• Collaborating with team members to ensure audits, compilations, and reviews are conducted efficiently</p><p>• Continuously updating and improving auditing methods and procedures.</p>
<p>We are offering an exciting opportunity for a Tax Director/Manager - Corporate to join our team in Houston, Texas. This role entails overseeing complex tax issues, managing ASC 740 processes, and ensuring compliance with U.S. federal and state income tax laws. The successful candidate will also be tasked with leading the tax provision processes, managing tax compliance, and assisting with audit defense and process improvement initiatives.</p><p><br></p><p>Responsibilities</p><p>• Oversee and manage complex tax issues within a large corporate context.</p><p>• Lead and execute quarterly and annual U.S. tax provision processes, including worldwide consolidation.</p><p>• Ensure accurate tax account reconciliations, SEC disclosures, and maintain effective communication with external auditors.</p><p>• Utilize extensive knowledge of ASC 740 to handle U.S. quarterly and annual provisions, including tax basis balance sheet and return to provision analysis.</p><p>• Manage tax compliance process for U.S. federal and state income taxes, as well as franchise taxes, to ensure proper reporting to tax authorities.</p><p>• Assist in audit defense of federal and state tax returns.</p><p>• Provide planning, research, and project support as required.</p><p>• Assist with process improvement initiatives and team development.</p><p>• Efficiently utilize PC software (Excel, Word, PowerPoint, Visio), tax preparation software, and tax research tools.</p><p><br></p><p>For immediate consideration, please contact Emily at [email protected]</p>
<p>Regional CPA firm in the Hudson, NY area is seeking a Senior Staff Auditor due to growth and expansion. Reporting to a Partner, job duties include: audit engagements for clients in various industries; general accounting duties; financial statement preparation; adjusting journal entries; bookkeeping tasks; working directly with clients; exposure to the tax field; various other duties as assigned. This firm will interview candidates who have anywhere from 0-5 years of experience ; the level of the position will be commensurate with experience. </p>
<p><em>The salary range for this position is $130,000 - $150,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Tax Manager. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Research tax issues and filing requirements that affect tax compliance.</li><li>Review tax returns (1065, 1120, 1040) and ensure accuracy and completeness.</li><li>Research complex tax issues using internal revenue code, treasury regulations and other relevant authorities/guidance.</li><li>Draft tax technical memorandums.</li><li>Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.</li><li>Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.</li><li>Actively participate in proposal development, at the direction of management, and take a lead role responding to requests for proposal.</li><li>Provide regular performance feedback as well as deliver timely performance evaluations.</li><li>Develop subordinates' technical and industry skills and encourage growth.</li><li>Demonstrate initiative, vision, resourcefulness, creativity and independent thinking. Lead by example.</li></ul><p><br></p>
<p><em>The salary range for this position is $80,000-$85,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. </em></p><p><br></p><p>Sweater Weather is here! Want to be with a company that will ensure you get to enjoy this beautiful weather? You don't have to be a 'people person' to want to work for a company that prioritize cultivating a healthy work environment for their employees while emphasizing the importance of a work-life balance. </p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Participates in the execution of Sarbanes-Oxley 404 testing and other compliance-related procedures and activities. </li><li>Assists with operational and financial audits of company operating units and support functions.</li><li>Prepares documentation to support audit work performed.</li><li>Drafts audit findings and recommendations for issues identified and validates these with business and internal audit management.</li><li>Monitors and follows through on findings discovered in audit process to final resolution.</li><li>Identifies business risks to evaluate and improve the underlying business processes and internal controls, as well as ways of increasing the effectiveness and efficiency of operations.</li><li>Assists in the development of a comprehensive program of audit coverage for assigned areas.</li><li>Assist with special projects, investigations, and department administrative tasks as necessary.</li></ul><p> </p>
<p>We are looking for an experienced B2B Accounts Receivable / Credit Analyst to join our team in Richardson, Texas, on a Contract-to-Permanent basis. This role involves managing collections, researching payment discrepancies, and ensuring accurate cash applications, all while maintaining strong communication with customers and internal teams. Ideal candidates will have a proven background in commercial collections and manufacturing industry experience.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research to resolve payment discrepancies and locate missing payments.</p><p>• Manage the collection of receivables within established terms and conditions.</p><p>• Assist with accounts receivable cleanup by contacting customers to confirm payment statuses.</p><p>• Apply customer payments accurately and ensure compliance with company policies.</p><p>• Collaborate with internal teams to address disputes and improve collection processes.</p><p>• Maintain detailed records of collections and reconciliation activities.</p><p>• Utilize systems such as JD Edwards and Salesforce to streamline tasks and enhance efficiency.</p><p>• Provide recommendations on improving billing, collections, and cash application processes.</p><p>• Communicate effectively with external customers and internal departments to resolve issues promptly.</p>
<p><em>The salary range for this position is $120,000-$125,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><br></p><p><strong>Position Summary: </strong>We are seeking a highly skilled and motivated Treasury Manager to join our finance team. The ideal candidate will be responsible for managing our organization’s financial resources, overseeing cash flow, and developing strategies to optimize liquidity and mitigate financial risks.</p><p><strong> </strong></p><p><strong>Job Description:</strong></p><ul><li>Oversee daily cash management operations</li><li>Processing transfers to cover overdrafts</li><li>Setup wires/Ach payments</li><li>Manage relationships with banks and financial institutions</li><li>Assist in setup of new accounts</li><li>User setup and training</li><li>Collaborate with other departments to align treasury activities with organizational goals.</li><li> Lead projects related to treasury operations and financial strategy improvement</li><li>Including rolling out for new treasury automation software</li><li>Monitor Divvy- Petty Cash Reimbursement software</li><li>User setup</li><li>Payment</li><li>Manage all Health Insurance remittances</li><li>Reconcile EE deductions and move funding for Health Insurance</li><li>Audit Health Insurance enrollment</li><li>Experience with borrowing base calculations</li></ul><p><br></p>
We are looking for an experienced Credit Analyst to join our team in Brookfield, Wisconsin. This role will focus on managing credit and underwriting operations for small-ticket loans and equipment leases, while also contributing to the company’s strategic growth initiatives. The ideal candidate will have a strong background in commercial credit analysis and leadership, with a commitment to delivering exceptional service and maintaining regulatory compliance.<br><br>Responsibilities:<br>• Oversee credit and underwriting processes for small-ticket loans and equipment leases, ranging from $10,000 to $250,000 or more.<br>• Provide leadership and mentorship to a team of credit analysts and underwriters, including setting credit authorities and training programs.<br>• Review and approve complex transactions, ensuring they align with company guidelines while addressing exceptions when necessary.<br>• Develop and implement scalable credit scoring models and automated underwriting systems to improve efficiency.<br>• Collaborate with Sales, Operations, and Customer Service teams to ensure timely processing and an exceptional customer experience.<br>• Monitor portfolio performance, focusing on delinquency rates and loss metrics, and take proactive measures to mitigate risks.<br>• Maintain compliance with regulatory requirements and prepare for annual audits.<br>• Update and refine Ideal Customer profiles on a regular basis to align with business needs.<br>• Serve as a member of the Executive Leadership Team, contributing to strategic planning and risk management initiatives.
<p><strong>Responsibilities:</strong></p><ul><li>Perform <strong>bank reconciliations</strong> and <strong>IOLA account reconciliations</strong></li><li>Record and manage <strong>check payments</strong>, <strong>deposits</strong>, and <strong>client trust transactions</strong></li><li>Maintain accurate <strong>financial records</strong> and documentation</li><li>Assist with <strong>accounts payable and receivable</strong> as needed</li><li>Generate and review <strong>financial reports</strong> for management</li><li>Ensure compliance with <strong>trust accounting regulations</strong> and internal controls</li></ul><p><br></p>
<p>We are looking for an experienced and visionary finance leader to join our team on a part-time, as-needed basis. As the FP& A consultant, you will play a pivotal role in overseeing financial operations and guiding strategic planning initiatives for an engineering-focused organization. This is a long-term parttime contract position where your expertise will drive budgeting, forecasting, and financial reporting processes to ensure operational success. 100% REMOTE. This is a parttime position. Must have experience in the engineering industry.</p><p><br></p><p><strong><u>Parttime Financial Planning & Analysis resource:</u></strong></p><p>Responsibilities:</p><p><em>Must have a background with an engineering firm</em></p><p>• Lead and oversee the development of annual budgets and ensure alignment with organizational goals.</p><p>• Manage month-end close processes, ensuring accuracy and timeliness of financial reporting.</p><p>• Develop and maintain efficient budgeting procedures, supporting the organization’s strategic objectives.</p><p>• Prepare comprehensive financial reports and analyses to guide executive decision-making.</p><p>• Forecast cash flow projections and provide actionable recommendations to optimize financial performance.</p><p>• Spearhead strategic planning efforts, collaborating with cross-functional teams to achieve long-term objectives.</p><p>• Deliver operational reporting insights that drive efficiency and performance across departments.</p><p>• Provide leadership and guidance to FP& A teams, ensuring excellence in financial planning and analysis.</p><p>• Partner with engineering teams to align financial strategies with project goals and organizational priorities.</p><p>• Monitor and improve financial systems and processes to support scalability and growth.</p>
We are looking for an experienced FP& A Manager/Supervisor to join our team in Rochester, New York. In this long-term contract role, you will play a pivotal part in overseeing financial planning and analysis activities while supporting strategic decision-making processes. This position requires a strong background in financial modeling, budgeting, and small business lending.<br><br>Responsibilities:<br>• Lead the development and execution of comprehensive financial planning processes, including annual budgeting.<br>• Create and maintain detailed financial models to support forecasting and strategic initiatives.<br>• Perform in-depth financial analysis to identify trends, risks, and opportunities for business growth.<br>• Collaborate with stakeholders to provide actionable insights and recommendations based on financial data.<br>• Ensure accurate reporting of financial performance metrics and assist in preparing presentations for leadership teams.<br>• Manage and optimize processes related to small business lending operations.<br>• Monitor financial outcomes and implement improvements to enhance efficiency and profitability.<br>• Provide leadership and guidance to the FP& A team, fostering a culture of collaboration and continuous improvement.<br>• Stay informed about industry trends and best practices to ensure alignment with organizational goals.<br>• Support ad hoc financial projects and analysis as required.
<p>We are looking for a dynamic Financial Planning & Analysis Lead/Manager for a client in St. Paul. In this role, you will lead budgeting, forecasting, and financial analysis efforts while collaborating closely with various departments to drive strategic decision-making. This position offers the opportunity to make a significant impact by providing actionable insights and optimizing processes to support organizational growth. This position will be onsite for the first 3-6 months, then hybrid 3-4 days in office per week after that. </p><p><br></p><p>Responsibilities:</p><p>• Develop and oversee the annual operating budget and rolling forecasts for different business units and manufacturing sites.</p><p>• Collaborate with plant managers, operational leaders, and functional teams to create accurate budgets aligned with operational performance metrics.</p><p>• Design and maintain forecasting models to enable timely and informed decision-making.</p><p>• Perform comprehensive analysis of corporate and plant-level financial results, including profit and loss statements, balance sheets, and cash flow.</p><p>• Conduct variance analysis to compare actual results against budgets or forecasts, identify key factors, and recommend corrective measures.</p><p>• Provide insights into pricing strategies, cost of goods sold, and margin analysis to enhance profitability.</p><p>• Partner with leadership and private equity sponsors to support value creation initiatives, mergers and acquisitions, and investment opportunities.</p><p>• Prepare detailed financial reporting packages, including dashboards and key performance indicators, for internal and external stakeholders.</p><p>• Collaborate across departments to drive accountability through clear financial visibility and data-driven recommendations.</p><p>• Enhance FP& A processes and tools by standardizing practices and automating reporting to improve efficiency and accuracy.</p>
<p>We are looking for an experienced Bookkeeper to join our team in Danville, California. The ideal candidate will play a crucial role in managing financial tasks for high-net-worth clients, ensuring accuracy, confidentiality, and exceptional customer service. This position offers a friendly office environment with the potential for remote work after an initial in-office period.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Manage client bill payments and oversee all related financial processes.</p><p> • Record and categorize transactions accurately in Quicken, including customized client reporting.</p><p> • Prepare and complete monthly bank reconciliations and financial reports.</p><p> • Communicate directly with client vendors (e.g., utilities, home services) to ensure timely payments and issue resolution.</p><p> • Monitor client account cash flow and coordinate funding as needed.</p><p> • Deliver personalized client support, including move coordination, utility setup, detailed reporting, charge dispute research, and collaboration with insurance brokers.</p>
