<p>We are looking for a highly capable, detail-oriented Lead Financial Reporting Analyst to join our team. This position is ideal for someone with deep technical accounting expertise related to complex investments and a strong foundation in external reporting within the financial services industry. The role offers the opportunity to guide reporting activities, support a small team, and help strengthen reporting processes through thoughtful analysis and collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Lead the preparation and review of financial reports, ensuring accuracy, timeliness, and compliance with applicable reporting standards and regulatory requirements.</p><p>• Analyze accounting treatment and disclosure requirements for derivatives, alternative investments, and other sophisticated financial instruments.</p><p>• Support SEC and annual reporting activities, including the development of clear, well-supported financial statement disclosures and earnings-per-share reporting.</p><p>• Oversee key reporting workflows and provide direction to two direct reports, fostering accountability, development, and high-quality output.</p><p>• Partner with cross-functional stakeholders to resolve complex reporting matters and align financial information across departments.</p><p>• Evaluate existing reporting processes and implement improvements that enhance efficiency, control, and consistency.</p><p>• Perform detailed financial analysis to explain reporting results, identify issues early, and support informed decision-making.</p><p>• Research emerging accounting guidance and reporting developments to determine business impact and recommend appropriate actions.</p><p><br></p><p>The salary range for this position is $100,000 to $120,000.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>Life and AD&D Insurance</p><p>STD/LTD</p><p>401k with 6% match</p><p>3 weeks PTO</p><p>10 paid holidays</p>
<p>Robert Half is looking for an Investment Data & Operations Analyst to support the integrity, control, and oversight of investment data and related accounting operations in Des Moines. This role plays a key part in maintaining dependable data, investigating exceptions, and helping ensure accurate financial reporting and regulatory alignment for investment portfolios. The ideal candidate brings a strong foundation in investment accounting or operations, works confidently across systems and stakeholders, and thrives in a detail-oriented environment.</p><p><br></p><p>Responsibilities:</p><ul><li>Review new security and purchase yield data and resolve discrepancies with internal teams and external managers</li><li>Maintain security master records to ensure complete, accurate, and well-governed investment data</li><li>Research and resolve breaks involving security attributes, accruals, and amortization/accretion schedules</li><li>Partner with accounting, reporting, technology, policy, and portfolio teams to support reconciliations and downstream processing</li><li>Research accounting and reporting treatment for specialized investment topics</li><li>Serve as a resource for investment data, reporting classifications, and system functionality</li><li>Support testing for system updates, data feeds, and reconciliation tools</li><li>Prepare summaries of reconciliation activity, trends, and open issues for leadership</li><li>Assist with additional operational and cross-functional projects as needed</li></ul>
<p>We are seeking a data-driven Marketing Analyst to join our team. The Marketing Analyst will be responsible for collecting, analyzing, and interpreting marketing data to provide actionable insights that improve campaign performance, customer engagement, and overall business results. This role works closely with marketing, sales, and leadership teams to measure effectiveness, identify trends, and support strategic decision-making.</p><p>Key Responsibilities</p><ul><li>Analyze marketing campaign performance across digital and traditional channels, including email, social media, paid advertising, website traffic, and lead generation.</li><li>Develop and maintain reports, dashboards, and KPIs to track marketing effectiveness and ROI.</li><li>Monitor customer behavior, market trends, and competitive activity to identify opportunities for growth.</li><li>Gather, clean, and interpret data from multiple sources, including CRM systems, marketing automation platforms, web analytics tools, and databases.</li><li>Provide recommendations to optimize marketing strategies, audience targeting, and campaign performance.</li><li>Conduct ad hoc analyses and present findings to stakeholders in a clear and actionable manner.</li><li>Partner with cross-functional teams including marketing, sales, finance, and operations to support business objectives.</li><li>Measure customer acquisition, retention, engagement, and conversion metrics.</li><li>Assist with forecasting, budgeting, and marketing performance planning.</li><li>Ensure data accuracy and maintain reporting integrity across platforms.</li></ul><p>Qualifications</p><ul><li>Bachelor's degree in Marketing, Business, Statistics, Economics, Data Analytics, or a related field.</li><li>2+ years of experience in marketing analytics, business intelligence, digital marketing, or a related analytical role.</li><li>Strong analytical and problem-solving skills with the ability to translate data into business insights.</li><li>Experience with reporting and visualization tools such as Tableau, Power BI, Looker, or Google Data Studio.</li><li>Proficiency in Microsoft Excel, including pivot tables, formulas, and data analysis functions.</li><li>Experience working with CRM and marketing automation platforms such as Salesforce, HubSpot, Marketo, or Pardot.</li><li>Familiarity with web analytics platforms, including Google Analytics.</li><li>Strong communication and presentation skills.</li><li>Ability to manage multiple projects and deadlines in a fast-paced environment.</li></ul><p>Key Performance Indicators (KPIs)</p><ul><li>Campaign ROI</li><li>Lead generation performance</li><li>Conversion rates</li><li>Cost per lead/customer acquisition cost</li><li>Website traffic and engagement metrics</li><li>Marketing-sourced pipeline and revenue</li><li>Customer retention and engagement metrics</li></ul><p><br></p>
<p>We are looking for a Financial Reporting Analyst to support investment fund reporting activities. This long-term contract in-office position in Boston, MA (Financial District) focuses on preparing regulatory filings, monitoring fund expenses, and helping ensure the accuracy of financial information for registered investment companies. The role offers the opportunity to collaborate with fund administration and reporting professionals while contributing to time-sensitive deliverables and process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare draft annual, semiannual, and quarterly financial statements and related regulatory filings for registered investment companies, while managing reporting calendars and key deadlines.</p><p>• Build and update fund expense proformas, analyze expense activity and accrual balances, and coordinate required adjustments with clients and internal reporting teams.</p><p>• Create and submit fund expense invoices for review and authorization, ensuring supporting information is complete and accurate.</p><p>• Partner with leadership on the development of board materials and procedural documentation that support reporting and fund administration activities.</p><p>• Distribute performance information to fund management and external industry publications in a timely and accurate manner.</p><p>• Stay current on financial reporting and disclosure requirements affecting investment funds, including applicable regulatory and tax guidance, and apply updates to ongoing work.</p><p>• Maintain clear communication with supervisors and team members regarding workflow, priorities, and milestone dates to keep reporting obligations on track.</p><p>• Contribute to special assignments, assist in reviewing work completed by entry-level staff, and recommend enhancements to reporting tools and fund accounting processes to improve automation and compliance oversig</p>
<p>We are looking for a Financial Reporting Analyst to join a Financial Services organization in Bellevue, Washington. This opportunity is well suited for someone early in their career who brings strong curiosity, careful attention to detail, and a solid foundation in accounting or finance. The role offers exposure to reporting, analysis, and data-driven problem-solving, with room for growth for someone eager to build technical and business insight.</p><p><br></p><p>Responsibilities:</p><p>• Prepare recurring and ad hoc financial reports that support business review, planning, and decision-making activities.</p><p>• Examine financial results, identify meaningful variances, and communicate key trends to stakeholders in a clear and organized manner.</p><p>• Perform data analysis by gathering information from multiple sources, validating accuracy, and turning findings into actionable insights.</p><p>• Build and maintain analytical models that help explain performance, forecast outcomes, and support reporting needs.</p><p>• Partner with accounting, finance, and business teams to improve reporting quality and streamline analysis workflows.</p><p>• Use business intelligence and data preparation tools, including Power BI or Alteryx when applicable, to enhance reporting efficiency and visibility.</p><p>• Investigate discrepancies in financial data and resolve issues through careful review, reconciliation, and follow-up.</p><p>• Contribute to process improvements and support changes in reporting methods or systems as business needs evolve.</p><p><br></p><p>The salary range for this position is $80,000 to $85,000.</p><p><br></p><p>Benefits:</p><p>Medical/Dental/Vision</p><p>Life and AD&D Insurance</p><p>STD/LTD</p><p>401k with 6% match</p><p>3 weeks PTO</p><p>10 paid holidays</p>
We are looking for an experienced Financial Reporting Analyst to support regulatory and external reporting activities within a banking environment in Boston, Massachusetts. This Long-term Contract position will focus on preparing quarterly and annual financial reporting materials, validating information received from business partners, and helping ensure alignment with U.S. GAAP and other applicable reporting standards. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to work across accounting and finance functions to produce accurate, well-supported disclosures.<br><br>Responsibilities:<br>• Prepare quarterly and annual financial reports by compiling data, organizing support materials, and ensuring submissions meet applicable reporting requirements.<br>• Review financial information provided by internal teams and external service partners to confirm completeness, consistency, and accuracy before inclusion in formal reports.<br>• Develop detailed schedules, workpapers, and related documentation that support reported balances and disclosure requirements.<br>• Draft and refine financial statement footnotes and other narrative disclosures for external reporting packages.<br>• Perform reconciliations for complex accounts and investigate variances to resolve discrepancies in a timely manner.<br>• Support the adoption of new or revised accounting and reporting guidance by assessing impact and helping incorporate updated requirements into reporting processes.<br>• Analyze financial data and reporting outputs to identify trends, exceptions, and areas requiring follow-up with accounting or finance stakeholders.<br>• Maintain organized reporting records and databases to support audit readiness, traceability, and ongoing financial analysis.
<p><em>The salary range for this position is $90,000 - $96,000 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><strong>Role Overview</strong></p><p>The Financial Reporting Analyst is responsible for collecting, inputting, and maintaining required information in the financial statements within SEC filings (Form 10-K, Form 10-Qs, and 8-Ks), as well as our international and statutory reporting requirements. In addition, this position supports the financial reporting team in the research and implementation of new and existing accounting pronouncements and assists with various special projects, process improvement and automation, and supporting timely and accurate financial reporting for our internal and external stakeholders.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Collects information, prepares, and/or maintains the quarterly and annual reports on Forms 10-Q and Form 10-K</li><li>Collects information, prepares, and/or maintains the annual statutory filings for additional U.S. entities under U.S. GAAP and international entities under IFRS or local GAAP</li><li>Reviews and interprets financial reporting requirements, rules, and regulations to ensure compliance</li><li>Own process and procedure improvements and automation initiatives to enhance timely and accurate financial reporting</li><li>Prepares and maintains the quarterly related party procedures and updates, and other board reporting as needed</li><li>Assists with design and compilation of monthly reporting packages to business leadership</li><li>Support SOX controls by maintaining process documentation and execution according to risk assessment and control frameworks</li><li>Liaison with external auditors for quarterly and annual reports, as well as statutory and international reports</li><li>Reviews and interprets financial reporting requirements, rules and regulations, including new and existing accounting pronouncements and SEC guidance, to ensure compliance</li><li>Regular attendance at the workplace in a traditional office environment may be required</li><li>Performs other related duties as required or requested</li></ul><p><br></p>
<p><strong>Level II - IT Support Analyst (Contract-to-Hire)</strong></p><p><strong>Location:</strong> Hartford, CT 06103 (Fully Remote)</p><p><strong>Job Type:</strong> Contract-to-Hire</p><p><strong>Duration:</strong> 90-Day Contract-to-Hire</p><p><strong>Compensation:</strong> Up to $35.00/hour</p><p><strong>Schedule:</strong> Monday-Friday, 40 Hours Per Week</p><p><br></p><p><strong>Overview</strong></p><p>We are seeking a Level II IT Support Analyst to join a remote IT support team. This position is ideal for a candidate with experience supporting Microsoft environments, user administration, email systems, and escalated technical support requests.</p><p>The successful candidate will be responsible for handling a combination of Microsoft 365 administration, user account management, identity and access support, email administration, troubleshooting, and ticket resolution. The ideal candidate can work independently, learn new processes quickly, and provide exceptional support to end users.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Troubleshoot and resolve Tier II support requests.</li><li>Support Microsoft 365 administration and user management activities.</li><li>Manage user accounts, permissions, security groups, and access requests.</li><li>Administer distribution groups, distribution lists, and shared resources.</li><li>Support email-related administration and troubleshooting.</li><li>Execute and troubleshoot PowerShell scripts.</li><li>Assist with cloud and on-premises user administration tasks.</li><li>Work tickets through a ServiceNow-based support environment.</li><li>Escalate complex issues when appropriate.</li><li>Document troubleshooting steps, procedures, and resolutions.</li><li>Collaborate with team members in a fully remote environment.</li><li>Support onboarding and offboarding activities.</li></ul><p><strong>Technical Environment</strong></p><p>Experience with some or all of the following technologies is preferred:</p><ul><li>Microsoft 365</li><li>Office 365</li><li>Exchange Online</li><li>Active Directory</li><li>Microsoft Entra ID (Azure AD)</li><li>PowerShell</li><li>ServiceNow</li><li>Azure</li><li>Windows 10 / Windows 11</li><li>Identity & Access Management</li><li>Distribution Groups</li><li>Distribution Lists</li></ul><p><br></p>
<p>We are looking for an experienced Identity Access Analyst to join our Information Technology team in Glens Falls, New York. This position plays a key role in advancing identity and access practices, improving control over user permissions, and supporting audit and cybersecurity objectives across the organization. The ideal candidate brings strong expertise in access governance, authentication technologies, and secure account administration within enterprise environments.</p>
<p>We are looking for an AR Analyst to join our manufacturing team in East Brunswick, New Jersey. This role focuses on researching retail chargebacks, supporting accounts receivable activities, and helping strengthen order and billing accuracy across customer accounts. The ideal candidate brings strong attention to detail, confidence working with financial data, and the ability to collaborate with internal departments and external partners to resolve issues efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Review and evaluate retail chargebacks tied to shipping activity, deductions, and customer program expenses across assigned accounts.</p><p>• Track patterns in deductions, identify recurring problems, and raise significant findings to management for corrective action.</p><p>• Support recovery efforts by gathering data, monitoring open items, and following through on chargeback disputes in a timely manner.</p><p>• Assist with the validation of transaction-related chargebacks, including labeling, catalog, order, and shipping document issues that impact compliance.</p><p>• Coordinate with internal operations, customer-facing teams, and retail partners to investigate discrepancies and help resolve order or invoice exceptions.</p><p>• Research disputed claims using customer guidelines and supporting documentation, then prepare materials needed for rebuttals and recovery requests.</p><p>• Maintain accurate records of chargeback activity, dispute status, customer communications, and final outcomes for reporting purposes.</p><p>• Review aging reports and payment activity to help prioritize collection efforts and support follow-up on overdue balances.</p><p>• Contribute to process improvements that enhance efficiency, reduce manual effort, and improve consistency in accounts receivable support.</p><p>Benefits:</p><p>Medical, Dental, Vision, PTO</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p><br></p><p>Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an <strong>Accounting Analyst</strong> to join its growing finance team.</p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul><p><br></p>
<p>We are seeking an experienced <strong>PCI Technical Engineer</strong> to help build, strengthen, and automate a PCI DSS compliance program within a highly regulated financial services environment.</p><p>This is a hands-on role for someone who understands PCI DSS at a deep level and has <strong>built and matured a PCI program from the ground up</strong>. The ideal candidate will have experience defining PCI scope and boundaries, understanding the Cardholder Data Environment (CDE), establishing and validating controls, supporting audits, remediating findings, and continuously improving the program.</p><p>This role is also focused on <strong>automation and process improvement</strong>. We are looking for someone who is a creator and problem solver—someone who sees a manual process and asks, <em>“How can we make this better and automate it?”</em></p><p>What You’ll Do</p><ul><li>Build, implement, and mature <strong>PCI DSS compliance programs</strong> from the ground up.</li><li>Define and maintain <strong>PCI scope and boundaries</strong>, including identifying systems, applications, networks, processes, and people that fall within PCI requirements.</li><li>Develop a strong understanding of the <strong>Cardholder Data Environment (CDE)</strong> and how payment card data moves through the environment.</li><li>Establish, document, and validate technical and administrative controls required for PCI DSS compliance.</li><li>Lead PCI audit preparation, evidence gathering, auditor coordination, remediation, and ongoing compliance activities.</li><li>Gather and validate technical artifacts and evidence required to demonstrate compliance.</li><li>Identify control gaps and partner with technical teams to develop and implement remediation plans.</li><li>Continuously assess and mature the PCI program as the technology environment and business requirements evolve.</li><li><strong>Automate PCI evidence collection, control validation, reporting, and other repetitive compliance processes.</strong></li><li>Identify opportunities to automate manual GRC and Information Security processes beyond PCI.</li><li>Develop repeatable processes and solutions that improve efficiency, accuracy, and audit readiness.</li><li>Support internal audits and financial services regulatory examinations.</li><li>Document technical processes and controls in a clear and accurate manner.</li><li>Develop metrics and reporting that communicate compliance, control effectiveness, risk, and remediation status to leadership.</li><li>Partner with Information Security, Infrastructure, Application, Risk, Audit, and other technical teams.</li><li>Help establish and maintain security policies, standards, procedures, and controls related to PCI and Information Security.</li></ul>
<p>We are looking for an LIS Data Analyst to support laboratory systems in Greenville, South Carolina. This contract opportunity with permanent potential is ideal for someone who enjoys solving interface issues, maintaining accurate laboratory data configuration, and partnering with operational teams in a healthcare environment. In this individual contributor role, you will focus on the ongoing administration of the laboratory information system, help ensure reliable result delivery, and contribute to system-related improvement efforts.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily support and upkeep of the laboratory information system, including configuration updates, test build maintenance, result setup, and issue resolution.</p><p>• Manage the laboratory system portion of order and result interfaces, monitor message flow, and investigate failed or delayed transmissions.</p><p>• Troubleshoot application and interface problems by identifying whether issues originate within the LIS, the connected EHR, or an external vendor platform.</p><p>• Maintain accurate test catalogs, compendiums, and result code mappings to support reliable laboratory reporting.</p><p>• Partner with laboratory operations teams on workflows and system-related needs that affect testing and result delivery.</p><p>• Review HL7 result messaging to identify errors, validate data movement, and support interface stability.</p><p>• Use SQL queries and analytical methods to research data issues, validate configurations, and support troubleshooting efforts.</p><p>• Contribute to Beacon-related projects and enhancement work as needed while maintaining strong day-to-day system performance.</p>
<p>We are seeking an experienced <strong>Indirect Tax Analyst Consultant</strong> to support a growing indirect tax function. Reporting directly to the Indirect Tax Manager, this role will provide both operational and technical tax support, with a primary focus on indirect tax compliance, tax research, and day-to-day tax operations. This <strong>contract role</strong> will be <strong>hybrid onsite</strong> in Raleigh, NC, with the possibility to covert to a permanent position.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><p>Indirect Tax Compliance & Operations</p><ul><li>Support U.S. sales and use tax compliance activities, including data gathering, reconciliations, filing support, and documentation.</li><li>Assist with recurring indirect tax operational processes and maintenance of tax records.</li><li>Analyze transaction data to identify tax-related issues and assist with resolution efforts.</li><li>Partner with internal stakeholders to support indirect tax compliance requirements and operational initiatives.</li></ul><p>Tax Research & Technical Analysis</p><ul><li>Conduct indirect tax research across multiple state and local jurisdictions.</li><li>Interpret statutes, regulations, administrative guidance, and case law to determine taxability implications.</li><li>Document research findings and provide practical recommendations that align with business operations and transaction flows.</li><li>Assist in applying technical tax conclusions to products, services, and evolving business processes.</li></ul><p>Taxability Matrix & Tax Determination Support</p><ul><li>Develop, update, and maintain sales and use tax taxability matrices.</li><li>Validate tax jurisdiction coding and tax rate data to support accurate tax determination processes.</li><li>Assist with testing, validation, and review of tax-related system configurations and outputs.</li><li>Support business process changes impacting indirect tax compliance and reporting.</li></ul><p>Exemption Certificate Management</p><ul><li>Review and validate customer exemption certificates for completeness and accuracy.</li><li>Maintain exemption documentation and support related compliance activities.</li><li>Research and resolve exemption-related questions from internal and external stakeholders.</li></ul><p>Registrations & Notice Management</p><ul><li>Support state and local tax registrations, account maintenance, and jurisdictional correspondence.</li><li>Track registration filings and follow up with taxing authorities as needed.</li><li>Assist with tax notice triage, documentation, issue tracking, and resolution coordination.</li></ul><p><br></p>
We are looking for a Business Insights Analyst to join our Financial Services team in McAllen, Texas. In this role, you will connect banking operations with data-driven decision-making by turning complex business questions into practical analysis, reporting, and performance insights. You will work closely with partners across the bank to uncover trends, measure results, and recommend actions that strengthen growth, efficiency, profitability, and risk awareness.<br><br>Responsibilities:<br>• Partner with stakeholders across lending, deposits, branch operations, treasury management, finance, marketing, risk, and related functions to define analytical needs and translate them into actionable deliverables.<br>• Apply banking knowledge to interpret customer relationships, product usage, portfolio activity, balances, pricing, fees, and transaction behavior in support of strategic and operational decisions.<br>• Develop and maintain dashboards, reports, performance metrics, and analytical models that provide timely visibility into key business outcomes.<br>• Convert business questions into clear rules, calculations, definitions, and expected results for data analysts, engineers, and other technical collaborators.<br>• Evaluate data to identify trends, anomalies, emerging risks, and growth opportunities, then explain the business impact in straightforward language.<br>• Recommend actions that improve customer retention, relationship expansion, pricing strategy, profitability, operating efficiency, and risk management.<br>• Validate assumptions, data definitions, and analytical findings with business and technical teams before insights are used to guide decisions.<br>• Identify data quality concerns, document limitations and methodologies, and work with appropriate partners to improve the reliability and usability of information.<br>• Support the design and use of data pipelines and reporting solutions by providing banking context to IT and data engineering teams.<br>• Maintain compliance with applicable banking regulations, internal controls, audit expectations, and procedures, including awareness of suspicious or unusual activity reporting requirements.
We are looking for an Industrial FP&A Analyst to support financial planning and operational performance for manufacturing activities in Easton, Pennsylvania. This role partners closely with plant leadership and cross-functional teams to turn production and cost data into practical insights that improve efficiency, margin, and decision-making. The ideal candidate brings strong experience in manufacturing finance, communicates effectively with both operations and finance stakeholders, and is comfortable working in a fast-paced production environment.<br><br>Responsibilities:<br>• Partner with plant leaders, supervisors, and operational support teams to evaluate manufacturing performance and highlight opportunities to improve financial results.<br>• Deliver weekly and monthly analysis of production-related spending, including materials, labor, utilities, and other plant cost drivers, with clear explanations of key variances and trends.<br>• Monitor yield and equipment efficiency across multiple production lines, comparing results over time and translating performance gaps into measurable financial impact.<br>• Prepare recurring reviews for plant management that summarize operational and financial performance, major drivers, and recommended follow-up actions.<br>• Lead the monthly close process for plant cost centers across both manufacturing sites, ensuring expenses are recorded accurately and aligned to the appropriate categories.<br>• Review actual spending against budget by cost center and expense type, investigate unusual movements, and resolve allocation or posting issues as needed.<br>• Track cost-per-ton metrics by product grouping and assess changes that affect profitability and plant efficiency.<br>• Build and maintain reporting tools, dashboards, and presentations that connect operational metrics with financial outcomes for leadership decision-making.
We are looking for an Analyst to support financial planning and performance reporting for our organization in Lakewood, Colorado. This role works closely with finance leaders and business partners to turn financial data into meaningful insights that guide decisions and strengthen operational performance. The ideal candidate brings strong analytical ability, comfort with forecasting and modeling, and a detail-oriented approach to reporting accuracy.<br><br>Responsibilities:<br>• Contribute to the company’s budgeting cycle, periodic forecast updates, and longer-term financial planning activities.<br>• Build and review recurring financial reports, highlighting key variances, trends, and performance drivers for leadership.<br>• Track business metrics and translate data into practical recommendations related to risks, opportunities, and overall performance.<br>• Develop and maintain financial models that support operational analysis and strategic evaluation.<br>• Collaborate with accounting and cross-functional stakeholders to reconcile results and improve alignment between projections and actual performance.<br>• Assess revenue, spending, staffing, and related measures to support informed planning and resource decisions.<br>• Help prepare financial content and supporting analysis for executive, board, and investor-facing materials.<br>• Enhance reporting methods, planning resources, and dashboard visibility to improve efficiency and decision support.<br>• Provide additional financial analysis, scenario modeling, and project-based support as business needs evolve.
<p><em>The salary range for this position is $75,000-$95,000 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>Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Financial planning and analysis position. Which may seem pretty standard…until you get to the best part: The perks.</p><p><br></p><p>1) The pay rates are above what their top competitors pay their employees</p><p>2) They have higher bonus structures</p><p>3) There’s work from home flexibility and prioritization for employee work/life balance.</p><p>4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)</p><p>5) And more…</p><p><br></p><p><strong>ROLE OVERVIEW</strong></p><ul><li>Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes</li><li>Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval</li><li>Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company's budgeting & forecasting tool</li><li>Maintain executive leadership reporting</li><li>Support Management Accounting team for reporting needs</li><li>Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions</li><li>Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership</li><li>Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.</li></ul><p><br></p>
We are looking for a detail-oriented Analyst to support finance technology platforms that enable reporting, consolidation, planning, and analysis activities in Waukesha, Wisconsin. This position works closely with Finance, Accounting, and FP&A teams to keep core applications running effectively, address user needs, and contribute to ongoing system improvements. The role is ideal for someone who enjoys combining technical troubleshooting with business collaboration in a manufacturing environment.<br><br>Responsibilities:<br>• Manage day-to-day support for finance applications, including workflow coordination, reconciliation tools, and consolidation-related processes.<br>• Update system settings, reporting objects, and foundational business logic within approved standards to maintain reliable performance.<br>• Maintain application structures such as metadata, hierarchies, dashboards, reporting components, workflows, and user security access.<br>• Investigate user questions, diagnose system-related issues, and escalate complex problems when additional expertise is needed.<br>• Provide systems support for close cycles, budgeting activities, forecasting processes, and recurring financial reporting needs.<br>• Work with Finance, Accounting, and FP&A stakeholders to understand business needs and help translate them into practical system solutions.<br>• Assist with month-end processing by supporting data imports, validating results, and maintaining transformation logic tied to financial information.<br>• Monitor integrations and scheduled system activity, resolve exceptions, and help improve reliability and efficiency across finance platforms.<br>• Contribute to enhancement initiatives by gathering requirements, supporting testing, documenting updates, and assisting with user training and implementation efforts.
<p>Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth.</p><p><br></p><p>Responsibilities:</p><p>• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.</p><p>• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.</p><p>• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.</p><p>• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.</p><p>• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.</p><p>• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.</p><p>• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.</p><p>• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.</p><p>• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.</p><p>• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.</p>
<p>Accounting Analyst</p><p>Our client is a dynamic, growing business management firm seeking an experienced Accounting Analyst to join its team. This is an exciting opportunity for a detail-oriented accounting professional who enjoys working in a fast-paced, client-focused environment and wants exposure to complex financial and business matters.</p><p>The ideal candidate will have 4+ years of relevant accounting or financial analysis experience, a Bachelor’s degree in Accounting or a related field, and strong analytical, organizational, and communication skills. A CPA is preferred.</p><p>Responsibilities</p><ul><li>Analyze financial information and client data to support business and financial decision-making.</li><li>Prepare and interpret financial reports, presentations, analyses, and executive summaries for client meetings.</li><li>Coordinate with external advisors, including investment professionals, tax consultants, legal counsel, insurance specialists, and other professional partners.</li><li>Evaluate clients’ insurance and risk management arrangements and assist with appropriate coverage strategies.</li><li>Review partnership structures, investment opportunities, and other financial matters.</li><li>Support specialized financial activities involving trusts, charitable entities, tax estimate tracking, K-1 monitoring, and asset-related oversight.</li><li>Manage multiple client assignments and ensure deliverables are completed accurately and on schedule.</li><li>Translate complex financial and operational information into clear, actionable insights.</li><li>Maintain strong relationships with clients, internal team members, and external advisors through timely and professional communication.</li><li>Handle sensitive financial and client information with discretion and confidentiality.</li></ul><p>Qualifications</p><ul><li>4+ years of accounting, financial analysis, business management, or related experience.</li><li>Bachelor’s degree in Accounting, Finance, Business, or a related field; Accounting preferred.</li><li>CPA preferred.</li><li>Strong understanding of accounting and financial concepts.</li><li>Excellent analytical and problem-solving skills with strong attention to detail.</li><li>Ability to manage multiple priorities and deadlines in a fast-paced environment.</li><li>Strong written and verbal communication skills.</li><li>Advanced Microsoft Excel skills and experience with financial/accounting systems.</li><li>Professional, proactive, and team-oriented approach.</li></ul><p>Opportunity</p><p>This is an excellent opportunity to join a growing firm and work closely with clients, professional advisors, and internal teams on a broad range of financial and business matters. The position offers meaningful client exposure, professional growth, and the opportunity to contribute to a collaborative and entrepreneurial environment.</p><p>If you are an experienced accounting professional looking for a dynamic role with variety, client interaction, and opportunities for growth, we encourage you to apply.</p><p><br></p><p>For confidential consideration, please email your Robert Half recruiter. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number 00460-0013514648. email resume to [email protected]</p>
We are looking for an Analyst to join a Financial Services organization in Fort Worth, Texas, supporting investment oversight, reporting, and enterprise risk activities. This position contributes to daily portfolio analysis, evaluates market and instrument-level exposures, and delivers insights that inform trading and management decisions. The role also partners with finance and operations teams on reporting, reconciliations, audit support, and process improvement through technology and automation.<br><br>Responsibilities:<br>• Track daily profit and loss across investment strategies and highlight notable drivers of performance and exposure.<br>• Evaluate prospective and existing trading positions by reviewing market conditions, portfolio impacts, and key risk considerations.<br>• Perform quantitative reviews on factors such as pricing accuracy, funding costs, bond conversion features, and interest rate sensitivity.<br>• Produce timely risk and performance reports for traders, portfolio managers, senior leadership, and board-level stakeholders.<br>• Monitor operational, compliance, and tax-related risk indicators and escalate concerns when trends or exceptions emerge.<br>• Reconcile general ledger activity and support the preparation of internal financial and risk reporting packages.<br>• Assist with regulatory filings, tax reporting, risk assessments, and documentation required for audits and governance reviews.<br>• Use analytical tools and automation techniques, including AI-enabled solutions, to streamline recurring tasks and improve reporting efficiency.
<p>We are looking for a detail-oriented Analyst to join a retail organization in Honolulu, Hawaii. This position helps leaders make informed decisions by transforming financial, operational, and business information into meaningful analysis and reporting. The role combines data oversight, performance tracking, and cross-functional collaboration to support planning, presentations, and ongoing business review activities. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling Noe at 808.452.0264.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Examine financial and operating data to uncover patterns, measure performance, and support management decision-making</p><p>• Create clear reports, dashboards, presentations, and analytical models that translate complex information into practical business insights</p><p>• Monitor core retail indicators, including sales activity, customer volume, labor spending, and inventory movement</p><p>• Prepare materials for recurring business reviews, leadership discussions, board reporting, and lender-facing presentations</p><p>• Compile information from various sources and validate its completeness, consistency, and reliability before reporting</p><p>• Partner with teams across the organization as well as external contacts to gather information and align reporting needs</p><p>• Provide interpretation during Japanese and English meetings and translate business documents and reports accurately</p><p>• Maintain strong data governance practices by safeguarding sensitive information and supporting data integrity in reporting processes</p>
<p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation!</p><p><br></p><p>The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
<p>We are looking for a<strong> Financial Analyst II</strong> to support financial planning, performance reporting, and operational analysis for the market team in Lexington, Kentucky. This role partners with finance and operational leaders to evaluate results, prepare forecasts and budgets, and provide insight into revenue, expenses, and capital needs. The ideal candidate brings strong analytical skills, sound financial judgment, and the ability to turn complex data into clear business recommendations.</p><p><br></p><p><strong>Fully Remote potential with the exception of occasional onsite meetings in Lexington, KY </strong></p><p><br></p><p><strong>Prior healthcare financial analysis experience is required for this position. </strong></p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Evaluate financial results by comparing budgeted figures to actual performance and identifying trends across volume, revenue, and expense categories.</p><p>• Partner with finance and operational leadership to prepare for accountability meetings and ensure key performance drivers and variances are clearly documented.</p><p>• Support review processes for discretionary spending, staffing controls, and capital requests by analyzing financial impact and assisting with approvals.</p><p>• Contribute to recurring management reporting, including month-end reviews, departmental discussions, and summaries for financial operations leadership.</p><p>• Assist with rolling forecasts and capital outlooks by developing assumptions related to volumes, rates, labor, inflation, and operational initiatives.</p><p>• Help coordinate the annual operating and capital budgeting process by gathering inputs, validating assumptions, and organizing financial submissions.</p><p>• Work with operational leaders to develop business cases and planning materials for capital projects while monitoring projected costs through completion.</p><p>• Provide ad hoc analysis and special project support to address emerging financial and operational priorities.</p>