<p><strong>Investment Associate</strong></p><p><strong>Location:</strong> Nashville, TN</p><p><strong>Compensation:</strong> Up to $100,000 Base + Bonus</p><p><strong>Schedule:</strong> Hybrid (4 Days In Office)</p><p>About the Opportunity</p><p>A well-established private equity firm is seeking an Investment Associate to support portfolio monitoring, investment analysis, valuation activities, and fund reporting. This position offers broad exposure to investment decision-making, portfolio company performance, transaction support, and private market investing.</p><p>The ideal candidate will have experience in private equity, venture capital, investment banking, valuation, transaction advisory, alternative investments, or a highly analytical finance role with strong financial modeling capabilities.</p><p><br></p><p><strong>Qualifications</strong></p><ul><li>Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.</li><li>2-5 years of relevant experience in:</li><li>Private Equity</li><li>Venture Capital</li><li>Investment Banking</li><li>Transaction Advisory Services</li><li>Valuation Services</li><li>Alternative Investments</li><li>Corporate Development</li><li>Investment Research</li><li>Strong financial modeling and analytical skills.</li><li>Experience with valuation methodologies including DCF and comparable company analysis preferred.</li><li>Understanding of capital structures, investment performance metrics, and financial statements.</li><li>Advanced Microsoft Excel skills.</li><li>Strong communication and presentation abilities.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>CFA candidate or CFA designation.</li><li>CPA certification.</li><li>Experience with private market investments, portfolio analytics, or manager due diligence.</li><li>Familiarity with investment research tools such as Capital IQ, Bloomberg, FactSet, PitchBook, Morningstar, or similar platforms.</li></ul><p><strong>What Makes This Opportunity Attractive</strong></p><ul><li>Direct exposure to investment professionals and firm leadership.</li><li>Opportunity to work across multiple industries and portfolio companies.</li><li>Broad responsibility spanning valuations, portfolio monitoring, diligence, and reporting.</li><li>Long-term career advancement opportunities within a growing investment platform.</li><li>Competitive compensation package including bonus potential and comprehensive benefits.</li></ul><p><strong>Ideal Backgrounds</strong></p><p>We are particularly interested in candidates coming from:</p><ul><li>Private Equity or Venture Capital firms</li><li>Investment Banking Analyst programs</li><li>Big 4 Deals / Transaction Advisory groups</li><li>Valuation and Financial Advisory practices</li><li>Asset Management and Alternative Investments</li><li>Corporate Development teams</li><li>Portfolio Analytics or Fund Finance functions</li></ul><p>This is an excellent opportunity for an analytically driven finance professional seeking to build a long-term career in private equity and investment management.</p>
<p>Follow Shad on LinkedIn at #chalkboardtalk for videos on his open roles. Shad and his team at Robert Half is working with a nationwide provider of fuel, lubricant, chemical, and logistics solutions serving commercial, industrial, transportation, energy, marine, and mining customers across the United States. This privately held West Houston client is looking to fill a Treasury Analyst/Accountant role that will report directly into senior Leadership. Candidate must have a blend of treasury and accounting experience. Main key for success is candidate will be working in an ABL environment that helps track these assets, prepares borrowing base reports for lenders, and ensures the company stays in compliance with loan requirements. Also candidate will be monitor and track cash positioning and candidate will also support and work closely with accounting. Candidate must have a Bachelor’s Degree in Accounting or Finance, 5 plus year’s understanding of treasury and must have worked in an environment doing asset based lending, and strong understanding of maintaining daily cash positioning. Company has a hybrid work model of working from home on Friday’s. Company's compensation make up is base salary and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Treasury Analyst/Accountant in the subject line.</p>
<p>We are looking for an Intermediate Accountant to support the day-to-day accounting activities of the Financial Services team in Hawaii. This role is ideal for someone who is detail-focused and enjoys maintaining accurate financial records, contributing to month-end close activities, and strengthening accounting processes. The position offers an opportunity to work in a mission-driven healthcare environment where precision, accountability, and collaboration are highly valued. This position requires onsite work, so Hawaii residents are preferred. To learn more or apply, call Melissa at 808.452.0254.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and post journal entries to maintain accurate and timely financial records.</p><p>• Perform account and bank reconciliations, investigate variances, and resolve discrepancies promptly.</p><p>• Assist with monthly, quarterly, and year-end close activities to ensure deadlines are met.</p><p>• Review general ledger activity and analyze financial data to support reporting accuracy.</p><p>• Partner with internal teams to improve accounting workflows and maintain effective financial controls.</p><p>• Support accounts payable-related processes by verifying transactions and helping ensure proper documentation.</p><p>• Contribute to the upkeep of accounting records, schedules, and supporting files for audits and internal review.</p>
<p>For immediate consideration contact Lisa James at (859)788-3684</p><p><br></p><p>We are looking for an Intermediate Accountant to join our team in Kentucky. This position is ideal for an accounting specialist who brings sound judgment, strong ethics, and a collaborative approach to financial operations. You will contribute to core accounting processes, support accurate reporting, and help maintain efficient day-to-day controls in a fast-paced office environment.</p><p><br></p><p>Responsibilities:</p><p>• Examine vendor invoices to confirm accurate account coding, appropriate approvals, and adherence to established financial controls.</p><p>• Handle internal accounts payable activities, including entering invoices and preparing manual check payments when required.</p><p>• Complete bank reconciliations, research outstanding differences, and post correcting entries as needed.</p><p>• Oversee positive pay activity for designated operating and joint venture bank accounts to support secure cash management.</p><p>• Record accounting transactions such as cash receipts, cost allocations, and reclassification entries within the general ledger.</p><p>• Reconcile balance sheet and general ledger accounts each month and provide support during month-end and year-end closing cycles.</p><p>• Administer fixed asset accounting by maintaining asset records, depreciation schedules, capitalization analysis, and roll forward reporting.</p><p>• Support lease accounting responsibilities by updating schedules, maintaining documentation, and coordinating payment activity with property contacts.</p><p>• Prepare payroll-related cost allocations and reconcile labor, benefit, and tax postings to ensure project and cost code accuracy.</p><p>• Assist with overhead budgeting, budget-to-actual reporting, fleet registration tracking, and documentation of standard procedures for assigned areas.</p>
We are looking for a Compliance Analyst to support international trade compliance activities in Raleigh, North Carolina. This position plays an important role in protecting the business from regulatory risk while helping improve cost control and operational performance across import and export processes. The individual in this role will coordinate compliance efforts, monitor trade requirements, and provide clear reporting and guidance to internal stakeholders.<br><br>Responsibilities:<br>• Oversee product classification activities for U.S. customs purposes and help maintain accurate trade records in line with regulatory requirements.<br>• Administer document retention practices and support supply chain security programs to strengthen compliance and risk controls.<br>• Track changes in import and export laws, tariffs, and government initiatives, then communicate relevant updates to affected teams.<br>• Partner with internal departments and an external drawback broker to assemble, review, and submit duty drawback claim support documentation.<br>• Prepare status updates and audit reporting related to drawback activities, ensuring stakeholders receive timely and accurate information.<br>• Identify opportunities to recover duties paid on imported goods and recommend actions that improve financial results.<br>• Manage obligations tied to Section 301, Section 232, and other applicable trade remedy programs.<br>• Deliver training and practical compliance guidance to cross-functional teams involved in trade-related operations.<br>• Provide oversight of compliance-related systems and processes to promote accuracy, consistency, and operational efficiency.
<p>Compliance & Chargeback Analyst</p><p>Department: Supply Chain / Logistics</p><p>Reports To: Customer Service Manager</p><p><br></p><p>Position Summary</p><p>The Compliance & Chargeback Analyst is responsible for handling customer deductions, retailer compliance issues, chargeback dispute resolution, and the administration of chargeback-related activity within the Adesso platform. This role serves as a liaison between Customer Service, Logistics, Accounting, Sales, and external recovery partners to ensure deductions are accurately investigated, disputed when appropriate, recovered promptly, and reported effectively.</p><p>The position plays a critical role in protecting company revenue, reducing retailer penalties, improving operational compliance, and ensuring accurate financial tracking of deductions and recoveries.</p><p><br></p><p>Essential Responsibilities</p><p>Chargeback & Deduction Management</p><p>• Investigate retailer chargebacks, penalties, shortages, compliance fines, and service failures.</p><p>• Review deductions from customers including Walmart, Amazon, CVS, Target, Family Dollar, Dollar General, and other key accounts.</p><p>• Collect and analyze supporting documentation including PODs, BOLs, ASNs, invoices, appointment records, and delivery confirmations.</p><p>• Submit disputes and recovery claims through retailer portals and third-party recovery providers.</p><p>• Monitor open deductions and ensure timely follow-up until resolution.</p><p>• Track recovery performance and identify recurring deduction trends and root causes.</p><p><br></p><p>Recovery & Vendor Coordination</p><p>• Act as a primary contact with transportation companies and recovery partners.</p><p>• File transportation-related claims for late deliveries, service failures, lost shipments, and carrier-caused compliance penalties.</p><p>• Track claim status and ensure timely communication with internal stakeholders.</p><p>• Maximize recovery opportunities and identify additional retailers suitable for recovery programs.</p><p>Reporting & Analytics</p><p>• Develop and distribute recurring reports on:</p><p>o Open deductions</p><p>o Recovered dollars</p><p>o Recovery rates</p><p>o Customer compliance trends</p><p>o Root cause analysis</p><p>Customer Service Duties as Needed</p><p>o Entering Returns into System</p><p>o Supporting fellow team members with other duties</p><p>Qualifications</p><p>Education</p><p>• Bachelor's degree in Supply Chain, Business, Finance, Accounting, or related field preferred.</p><p>Experience</p><p>• 3-5 years of experience in customer deductions, chargebacks, retailer compliance, logistics, customer service, accounting, or supply chain operations.</p><p>• Experience with major retailer compliance programs and deduction processes preferred.</p><p>• Experience using Adesso or similar deduction/chargeback management systems preferred.</p><p><br></p>
<p><strong>Role: Finance Associate (think: Corporate Accountant) </strong></p><p><strong>Salary: $70.000 - $75,000</strong></p><p><strong> </strong></p><p>The Finance Associate will participate in a structured rotation across Accounts Payable and Accounts Receivable, gaining end-to-end exposure to financial operations. Responsibilities include processing invoices, employee expenses, and payments, as well as supporting billing, collections, and expense reimbursements.</p>
<p><em>The salary range for this position is $100,000-$105,000 plus bonus, 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><u>Job Description:</u> </strong></p><p> </p><p>This individual will assist the Controller in all fund and company-related accounting and reporting duties. The qualified candidate must have demonstrated experience in general ledger maintenance, understanding of GAAP accounting principles, and the ability to work both independently and as part of a busy team.</p><p> </p><p><strong><u>Responsibilities:</u> </strong></p><p> </p><p>• Monitor cash balances of multiple Funds, GPs, and the management company</p><p>• Initiate wire transfers and ACH payments to vendors, investors, and employees</p><p>• Assist with quarterly financial statement packages to investors </p><p>• Assist in managing audit and tax engagements</p><p>• Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs</p><p>• Review monthly bills for payment and calculate allocation of expenses</p><p>• Create bills for quarterly monitoring fees and portfolio company reimbursements</p><p>• Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships</p><p>• Compile monthly cash transfer logs (external, internal and wire confirmations)</p><p>• Create monthly restricted stock list and other compliance related items </p><p>• Maintain various files and records, ensuring organization and relevance</p>
<p><em>The salary range for this position is $100,000-$115,000 plus bonus, 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>Job Description:</strong></p><ul><li>Assist in the preparation of the quarterly external financial statements to ensure disclosures are complete and accurate, including the Income Statement, Balance Sheet, Statement of Equity and Statement of Cash Flows</li><li>Prepare monthly internal management flash reports</li><li>Assist in the monthly close process by preparing monthly journal entries, including preparation of account reconciliations and other supporting schedules</li><li>Perform and document the company's annual goodwill and intangible impairment testing procedures</li><li>Rollforward quarterly financial statements in Workiva</li><li>Research new accounting pronouncements and document how these will impact the company</li><li>Research SEC and US GAAP guidance including performing peer research for various disclosures as necessary</li><li>Work with auditors to answer questions and resolve questions</li><li>Monthly/quarterly analytics over the financial statements</li><li>Prioritize projects in order to meet deadlines; ability to coordinate multiple aspects of key financial reporting deliverables in a timely fashion</li></ul><p><strong>Relationships and People</strong></p><ul><li>Develop and maintain relationships with third party consultants, external auditors, business partners across the company, including affiliate finance personnel, Corporate FP&A, Tax, Treasury, Global Shared Services and KPMG</li><li>Work with accounting personnel from domestic and foreign affiliates to resolve issues in a timely manner</li><li>Train and develop new staff in the department, as needed</li></ul><p><br></p>
We are looking for a Sr Accounts Payable Analyst to join a growing organization in Charlotte, North Carolina on a Contract to permanent basis. This position is ideal for a detail-oriented finance specialist who enjoys working through complex payables activity, maintaining accurate records, and partnering across departments to support daily accounting operations. The role offers the opportunity to contribute to month-end close, vendor documentation, and inventory-related payables in a fast-paced environment where accuracy and follow-through are essential.<br><br>Responsibilities:<br>• Oversee inventory-related accounts payable activity by monitoring goods in transit, tracking shipment timing, and matching deposits or prepayments against final supplier invoices.<br>• Review outstanding payables and unapplied cash items to improve record accuracy and help resolve open transactions promptly.<br>• Record financial activity with a high level of precision and ensure entries are posted within required timelines.<br>• Support month-end close by preparing schedules, assisting with reconciliations, and helping complete accounting deliverables on time.<br>• Partner with accounting leadership on balance sheet reconciliations and follow up on discrepancies until resolved.<br>• Maintain organized financial documentation, including vendor tax forms, credit memos, debit memos, and other supporting records for audit and business needs.<br>• Work closely with internal teams, suppliers, and customers to answer questions, obtain documentation, and keep transactions moving efficiently.<br>• Process or coordinate international payment activity, including wire transfers, while following internal controls and documentation standards.
We are looking for an Indirect Tax Analyst to join a finance team in Ohio on a long-term contract assignment. This role is suited for an accounting specialist who can manage indirect tax compliance, support reporting accuracy, and work closely with internal teams and external partners. The position offers the opportunity to contribute to tax filings, reconciliations, audit support, and ongoing analysis in a collaborative, primarily in-office environment.<br><br>Responsibilities:<br>• Maintain an organized compliance calendar to track filing deadlines, payment schedules, and reporting obligations for indirect taxes.<br>• Review state and local tax rates regularly and update records to help ensure accurate sales and use tax application.<br>• Partner with accounting, operations, and other internal teams to verify that tax-related data is complete, timely, and reliable.<br>• Reconcile tax accounts, calculate monthly accruals, and prepare journal entries for posting to the general ledger.<br>• Prepare and coordinate filings and payments for sales and use tax, property tax, real estate tax, and other applicable state and local obligations.<br>• Assist with audit activities by gathering documentation, responding to information requests, and supporting issue resolution.<br>• Research indirect tax questions and provide clear summaries of findings and business impact for leadership review.<br>• Work with outside advisors and third-party service providers to support compliance activities and tax-related projects.<br>• Track developments in tax legislation and regulatory guidance, then communicate potential effects on the business and reporting processes.<br>• Contribute to reporting, trend analysis, and performance metrics related to indirect tax liabilities, spending patterns, and related initiatives.
<p>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
We are looking for an Inventory Analyst to support inventory planning and performance management for our operations in Concord, California. This role focuses on evaluating stock trends, improving supply and demand alignment, and helping maintain accurate inventory records across the business. The ideal candidate brings strong analytical ability, experience working with vendors and cross-functional partners, and a solid understanding of inventory practices within a retail or consumer-focused environment.<br><br>Responsibilities:<br>• Analyze inventory movement, demand patterns, and stock levels to identify risks, opportunities, and areas for improvement.<br>• Partner with internal departments to align purchasing, replenishment, and inventory strategies with business needs.<br>• Communicate with suppliers and vendors to support order planning, resolve inventory issues, and maintain product availability.<br>• Prepare and review inventory reports to guide decision-making related to forecasting, allocation, and stock optimization.<br>• Support annual inventory reviews and physical count activities while helping ensure record accuracy and process consistency.<br>• Monitor asset inventory data and investigate discrepancies to improve overall control and visibility.<br>• Contribute to ongoing process enhancements involving inventory tracking tools and related data interfaces.<br>• Maintain organized documentation and provide clear updates to stakeholders on inventory status and planning activities.
<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>
<p>Join a growing and financially strong organization seeking a <strong>Senior Financial Reporting Accountant</strong> to play a key role in ensuring accurate financial reporting, compliance, and analysis. This position is ideal for a detail-oriented accounting professional who enjoys interpreting financial results, improving processes, and partnering with leadership to support strategic decision-making.</p><p><br></p><p>Responsibilities</p><ul><li>Prepare and review monthly journal entries to ensure timely and accurate financial reporting.</li><li>Analyze financial results and account fluctuations, investigate variances, and identify trends impacting business performance.</li><li>Assist with the preparation of monthly, quarterly, and annual financial statements and supporting schedules.</li><li>Support SEC and regulatory reporting requirements, including footnote disclosures and related documentation.</li><li>Ensure compliance with U.S. GAAP and internal accounting policies.</li><li>Collaborate with finance, operations, and leadership teams to provide reporting and analysis that supports forecasting, planning, and business decisions.</li><li>Prepare documentation and schedules for external auditors and assist with annual audit activities.</li><li>Evaluate and strengthen internal controls, accounting processes, and reporting procedures.</li><li>Research technical accounting matters and help implement new accounting standards where applicable.</li><li>Contribute to process improvement initiatives that enhance reporting accuracy and efficiency.</li></ul><p><br></p>
<p>Accounts Payable Accountant (with a Dash of Accounts Receivable!):</p><p>Numbers your thing? Love keeping vendors happy, cash flowing, and accounts in balance? We have the perfect opportunity for an accounting professional who enjoys a little variety in their day!</p><p>We're looking for an Accounts Payable Accountant who can own the AP process while also supporting Accounts Receivable activities such as cash applications and collections. If you're organized, detail-oriented, and enjoy being a key player on a collaborative accounting team, we'd love to hear from you.</p><p><br></p><p>Why You'll Love This Opportunity:</p><ul><li>Stable and growing company</li><li>Supportive team environment</li><li>Opportunity to expand your accounting skill set across AP and AR functions</li><li>Competitive compensation and benefits</li><li>Make a meaningful impact on day-to-day financial operations</li></ul><p>What You'll Be Doing:</p><p>✅ Process high-volume vendor invoices accurately and efficiently</p><p>✅ Manage vendor payments and resolve invoice discrepancies</p><p>✅ Reconcile accounts and assist with month-end closing activities</p><p>✅ Post and apply customer payments to the appropriate accounts</p><p>✅ Research and resolve payment variances</p><p>✅ Support collections efforts through professional customer outreach and follow-up</p><p>✅ Maintain accurate accounting records and documentation</p><p>✅ Collaborate with internal departments to ensure smooth financial operations</p>
We are looking for an Accounts Payable Clerk to join a growing team in Stamford, Connecticut. This position is ideal for someone who thrives in a fast-paced accounting environment and can manage a large invoice workload with accuracy and consistency. The role focuses on supporting day-to-day payables activity, maintaining organized financial records, and helping ensure timely vendor payments across multiple payment methods, including foreign currency transactions.<br><br>Responsibilities:<br>• Review, code, and enter a high volume of vendor invoices while maintaining strong attention to detail and proper account classification.<br>• Process weekly payment activity through multiple methods, including checks, wire transfers, and other approved payment channels.<br>• Reconcile payable records and vendor balances to help ensure accurate transactions and timely issue resolution.<br>• Coordinate with internal teams and external vendors to address invoice discrepancies, payment questions, and supporting documentation needs.<br>• Monitor invoice flow and payment schedules to keep obligations current and aligned with company procedures.<br>• Maintain organized accounts payable files and supporting records for reporting, audit readiness, and ongoing reference.<br>• Assist with transactions involving foreign currencies and help ensure payments are completed accurately in accordance with vendor requirements.
We are looking for a Sr. Financial Analyst to join a finance team on a Contract basis. This role is suited for a finance specialist who can turn complex operational and financial data into clear insights that support planning, reporting, and decision-making. The position will work across budgeting, forecasting, month-end activities, and performance analysis while partnering with both finance and business stakeholders. Flexibility is important, as business needs may occasionally require support outside standard working hours.<br><br>Responsibilities:<br>• Develop budgets, forecasts, and financial models that help guide business planning and evaluate performance under different scenarios.<br>• Review financial results, identify key drivers behind variances, and present actionable insights to leadership and cross-functional partners.<br>• Support month-end and period-end close activities by assisting with accruals, reporting packages, and analysis of financial statement impacts.<br>• Analyze large volumes of transactional and operational data to produce meaningful reporting for management decision-making.<br>• Create dashboards, reports, and visual summaries using tools such as Power BI and Excel to improve visibility into trends and business performance.<br>• Partner with finance and non-finance teams to gather inputs, validate assumptions, and align reporting with operational realities.<br>• Perform ad hoc analysis on revenue, expenses, cash flow, and other performance indicators to support business initiatives and executive requests.<br>• Help identify process improvement opportunities in reporting, analysis, and planning workflows while coordinating with multiple stakeholders to implement enhancements.
We are looking for a Sr. Financial Analyst to join a Financial Services team in Buffalo, New York, supporting transaction-focused financial analysis and reporting. In this role, you will evaluate company performance, translate financial findings into clear business insights, and contribute to materials used by decision-makers during active deals. This position offers the opportunity to work closely with senior professionals while helping clients navigate both buy-side and sell-side engagements.<br><br>Responsibilities:<br>• Examine financial records and operating results to evaluate earnings trends and determine sustainable profitability.<br>• Develop quality of earnings analyses, including normalized revenue, adjusted EBITDA calculations, and assessments of working capital activity.<br>• Investigate unusual accounting activity and explain one-time items that may affect the interpretation of financial performance.<br>• Prepare concise presentation materials and written summaries tailored for executives and transaction stakeholders.<br>• Partner with senior team members to deliver accurate analysis, practical recommendations, and dependable support within tight deadlines.<br>• Contribute analytical support for clients involved in acquisitions, divestitures, and other strategic transaction processes.
<p>We are looking for a Sr. Financial Analyst to join a lean and collaborative finance organization in Concord, Massachusetts area on a Contract basis. This position will work closely with the VP of Finance to strengthen planning, reporting, and decision support across the business. The ideal candidate brings strong FP&A expertise, a hands-on approach, and the ability to translate financial insights into practical recommendations for cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Drive budgeting, forecasting, and ongoing financial planning activities to support short- and long-range business objectives.</p><p>• Build and refine financial models that evaluate performance trends, business drivers, and strategic opportunities.</p><p>• Perform variance analysis to explain results against budget, forecast, and prior periods, highlighting risks and opportunities.</p><p>• Partner with teams across Sales, Marketing, Manufacturing, and R&D to provide financial guidance and support informed decision-making.</p><p>• Conduct ad hoc analysis on topics such as customer lifetime value, acquisition economics, and profitability to improve resource allocation.</p><p>• Extract and interpret data from business systems, including NetSuite and Shopify, to produce clear and actionable reporting.</p><p>• Assist with documenting finance-related processes and improving consistency in planning and analysis workflows.</p><p>• Operate as an independent contributor in a fast-moving environment, supporting a small organization with broad analytical needs</p>
We are looking for a Senior Financial Analyst to support financial planning, performance analysis, and decision support for operations in Archbold, Ohio. This role works closely with leaders across the business to evaluate results, uncover trends, and turn data into practical recommendations that strengthen profitability and efficiency. The ideal candidate brings strong analytical judgment, comfort with financial modeling and reporting tools, and the ability to translate complex information into clear business insight.<br><br>Responsibilities:<br>• Partner with operational and business leaders to define meaningful financial and performance metrics that guide decisions and highlight improvement opportunities.<br>• Drive budgeting, forecasting, and capacity planning activities for assigned areas while monitoring results against expectations.<br>• Investigate budget-to-actual and forecast-to-actual variances, determine underlying causes, and recommend actions to improve financial performance.<br>• Evaluate capital spending, business initiatives, and investment opportunities by assessing returns, operational impact, and overall business value.<br>• Create and enhance dashboards, reporting packages, and visual analytics using Power BI and other enterprise data sources while maintaining reporting accuracy.<br>• Work with cross-functional teams, including IT, to convert business needs into scalable reporting and analytics solutions with clear documentation of logic and methodology.<br>• Prepare presentations and analysis for leadership that explain performance drivers, emerging risks, and opportunities for operational improvement.<br>• Support automation, data modeling, and process improvement efforts that increase reporting efficiency and strengthen decision-making across the organization.
<p><strong>We are looking for an experienced Sr. Financial Analyst to join our in-person team in White Plains, New York. This role will play a central part in planning, reporting, and performance analysis by turning financial data into clear business insights. The ideal candidate brings strong modeling and forecasting expertise, sound judgment, and the ability to communicate findings effectively to leaders across the organization</strong>.</p><p><br></p><p><strong>Responsibilities</strong>:</p><p>• Build and refine financial models that support profit and loss analysis, scenario planning, and operational decision-making.</p><p>• Review balance sheet activity, investigate variances, and help ensure financial reporting is accurate and well supported.</p><p>• Lead budgeting and forecasting activities across departments, translating business drivers into reliable financial projections.</p><p>• Prepare recurring and ad hoc analyses that highlight performance trends, risks, and areas of opportunity for management.</p><p>• Present financial results and recommendations in a clear manner to stakeholders at different levels of the organization.</p><p>• Partner with cross-functional teams to support planning efforts, reporting needs, and broader business initiatives.</p><p>• Contribute to month-end, quarter-end, and year-end analytical processes by delivering timely financial insights and reconciliations.</p><p>• Handle sensitive financial information with professionalism while maintaining strong attention to detail and data integrity.</p>
We are looking for a Contract Sr. Financial Analyst to provide high-level financial insight and support informed decision-making across the organization in Monroeville, Pennsylvania. This role is suited for someone who is detail oriented and can interpret complex data, strengthen planning activities, and deliver meaningful analysis in a fast-paced environment. The position will contribute to budgeting, forecasting, reporting, and operational finance with a strong focus on business performance and profitability.<br><br>Responsibilities:<br>• Create and review recurring financial reports, projections, and budget comparisons to highlight performance trends and business risks.<br>• Build detailed financial models that guide planning efforts and support strategic and operational decisions.<br>• Examine product costs, inventory activity, labor efficiency, overhead impact, and margin performance to identify improvement opportunities.<br>• Track operational and financial metrics tied to production results and communicate findings to leadership.<br>• Collaborate with plant, supply chain, and operations teams to uncover savings opportunities and improve financial outcomes.<br>• Contribute to annual budgeting cycles and longer-term financial planning initiatives across the business.<br>• Conduct special financial investigations and present concise, actionable recommendations to management.<br>• Support closing activities by preparing accruals, reconciling accounts, and assisting with accurate financial statement reporting.<br>• Review pricing and profitability data to help assess product-level performance and business strategy.
<p><strong>Senior Financial Analyst |Tysons Corner | Hybrid | $90-105K</strong></p><p>A mission-driven education organization is seeking a <strong>Senior Financial Analyst</strong> to support one of its divisions. This is a high-impact role for a finance professional who enjoys partnering with leadership, turning data into strategy, and helping drive growth in a dynamic, expanding business.</p><p>This position will serve as a key partner across leadership, operations, accounting, and finance, delivering insights that support <strong>financial planning, budgeting, forecasting, resource allocation, operational performance, and growth initiatives</strong>. The ideal candidate brings strong analytical and modeling skills, business acumen, and the ability to translate complex data into clear, actionable recommendations.</p><p><strong>What You’ll Do</strong></p><ul><li>Partner cross-functionally to gather information, deliver insights, and provide strategic recommendations tied to business performance goals</li><li>Build financial models and sensitivity analyses to forecast revenue, expenses, and profitability across various scenarios and growth opportunities</li><li>Prepare presentations and materials for executive leadership to communicate business strategy and financial performance</li><li>Lead monthly rolling forecasts, quarterly outlooks, and the annual budgeting process</li><li>Analyze variances, communicate key drivers, and help improve forecasting accuracy and processes</li><li>Identify and implement opportunities to improve efficiency, scalability, and accuracy, including AI-driven solutions</li></ul><p>If you’re a strategic finance professional looking for a role where your analysis can directly influence growth and operational decisions, this is an excellent opportunity to make an impact.</p>
<p>We are looking for a Senior Financial Analyst to join a growing organization in Frisco, Texas, and help strengthen financial planning and decision support across the business. This position offers the chance to contribute within a newly established shared services environment, where strong analytical thinking and sound financial judgment will have visible impact. The ideal candidate brings advanced modeling skills, a solid grasp of accounting fundamentals, and the ability to turn financial and operational data into meaningful guidance for leadership.</p><p><br></p><p>Responsibilities:</p><p>• Lead budgeting, recurring forecast cycles, and longer-range planning activities to support business performance and growth objectives.</p><p>• Create and refine financial models, reporting tools, and dashboards that improve visibility into results and key performance drivers.</p><p>• Evaluate monthly and quarterly financial outcomes, explain variances, and deliver insights that support informed leadership decisions.</p><p>• Produce customized analyses and reports when standard systems do not meet business needs, using strong spreadsheet and data-handling capabilities.</p><p>• Work closely with accounting and operational partners to validate financial information and ensure consistency between forecasts, reporting, and actuals.</p><p>• Prepare materials for periodic business reviews, translating complex financial data into clear summaries for senior stakeholders.</p><p>• Contribute to special projects, scenario planning, and ad hoc analysis tied to strategic initiatives and changing business priorities.</p><p>• Help design scalable planning and reporting processes that support the continued development of the shared services function.</p>