307 Results for Aiml Analyst Jobs

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Accounting Analyst, Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. 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! 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. Key Responsibilities<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>
2026-10-14T00:00:00Z

Data Migration Analyst

Portland, OR
onsite
Temporary / Contract
38 - 45 USD / Hourly
Our client is seeking a Data Migration Analyst to support a critical migration from ADP to Workday. This is a hands-on role focused on extracting, transforming, validating, and loading financial data into Workday during a large-scale system implementation. The ideal candidate will bring a strong finance background, advanced Excel skills, and experience supporting ERP or Workday data migrations. Key Responsibilities<ul><li>Extract, clean, and transform financial data from ADP and related sources into Workday migration templates.</li><li>Perform data mapping and validation</li><li>Manipulate downloaded data to fit established migration templates for upload into Workday.</li><li>Participate in data migration testing, user acceptance testing (UAT), and issue resolution.</li><li>Identify data discrepancies, troubleshoot errors, and escalate concerns to the finance team.</li><li>Support ongoing data load activities beginning in November and continuing throughout the implementation, likely through April 2027.</li></ul>
2026-10-16T00:00:00Z

Financial Analyst II

Lexington, KY
onsite
Permanent / Full Time
68000 - 85000 USD / Yearly
We are looking for a Financial Analyst II 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. Fully Remote potential with the exception of occasional onsite meetings in Lexington, KY Prior healthcare financial analysis experience is required for this position. Responsibilities:• Evaluate financial results by comparing budgeted figures to actual performance and identifying trends across volume, revenue, and expense categories.• Partner with finance and operational leadership to prepare for accountability meetings and ensure key performance drivers and variances are clearly documented.• Support review processes for discretionary spending, staffing controls, and capital requests by analyzing financial impact and assisting with approvals.• Contribute to recurring management reporting, including month-end reviews, departmental discussions, and summaries for financial operations leadership.• Assist with rolling forecasts and capital outlooks by developing assumptions related to volumes, rates, labor, inflation, and operational initiatives.• Help coordinate the annual operating and capital budgeting process by gathering inputs, validating assumptions, and organizing financial submissions.• Work with operational leaders to develop business cases and planning materials for capital projects while monitoring projected costs through completion.• Provide ad hoc analysis and special project support to address emerging financial and operational priorities.
2026-10-02T00:00:00Z

IT Analyst/Developer

Marysville Nt, OH
onsite
Temporary / Contract
55 - 65 USD / Hourly
We are looking for an IT Analyst/Developer to support and advance enterprise platform initiatives for an automotive organization in Marysville, Ohio. This Long-term Contract position focuses on leading enhancements within the Dassault Systèmes 3DEXPERIENCE environment, partnering with business teams, technical resources, and external vendors to deliver dependable solutions. The role is primarily onsite four days per week and is well suited for someone who combines strong technical understanding with disciplined project coordination. Responsibilities: • Drive enhancement initiatives within the Dassault Systèmes 3DEXPERIENCE platform by organizing scope, schedules, and cross-functional execution activities. • Collaborate with business stakeholders to define needs, translate objectives into clear requirements, and align delivery plans with operational priorities. • Oversee project progress across multiple platform environments, ensuring development, validation, and release activities remain on track. • Coordinate testing efforts, monitor defects, and guide issue remediation to support stable and timely deployments. • Provide consistent communication to stakeholders through project updates, status reporting, and risk escalation when needed. • Partner with internal technical teams and third-party vendors to implement new capabilities that satisfy agreed business outcomes. • Manage deployment readiness by tracking dependencies, confirming deliverables, and supporting smooth production rollout activities. • Facilitate resolution of project obstacles by identifying risks early and driving action plans with the appropriate teams.
2026-09-30T00:00:00Z

Financial Analyst III

Englewood, CO
onsite
Temporary / Contract
33 - 36 USD / Hourly
We are looking for a detail-oriented Financial Analyst III to support program accounting activities in Englewood, Colorado. This is a Contract position focused on preparing network payments, recording accruals, and delivering financial reporting that helps ensure accurate month-end, quarter-end, and year-end results. The ideal candidate brings strong analytical capability, confidence working with large data sets, and the ability to manage priorities independently in a fast-paced environment. Responsibilities: • Prepare monthly network payment calculations and accrual entries, ensuring amounts are accurate, timely, and properly supported. • Reconcile payments, accrual balances, and related financial activity to identify discrepancies and resolve issues before close deadlines. • Analyze large and complex data sets using database and query tools to produce payment support, performance insights, and transaction-based reporting. • Create and maintain financial models, and assist leadership with budgeting, forecasting, and evaluation of financial trends and business results. • Produce weekly, monthly, quarterly, and annual reporting packages that support financial close activities and complete financial statement reporting. • Investigate budget-to-actual and forecast-to-actual variances, summarize key drivers, and communicate findings to stakeholders. • Prepare and review journal entries during month-end and year-end close while maintaining compliance with accounting standards and internal controls. • Identify process improvement opportunities, recommend standardization efforts, and support initiatives that reduce risk and improve operational efficiency. • Review network audit submissions, research underlying issues, and help develop more efficient methods for tracking, analysis, and resolution. • Complete ad hoc financial research, analysis, and special projects as assigned in support of the Program Accounting Department.
2026-10-14T00:00:00Z

Financial Analyst III

Lexington, KY
onsite
Permanent / Full Time
85000 - 120000 USD / Yearly
We are looking for a Financial Analyst to support healthcare financial operations in Lexington, Kentucky. In this role, you will work closely with finance and operational leaders to evaluate business performance, strengthen planning efforts, and deliver insights that guide decision-making. The position is well suited for someone with healthcare finance experience who can interpret both operational and financial data, build reliable forecasts, and communicate findings with clarity. Prior healthcare financial analysis experience is required for this position. This position can be fully remote but will require occasional onsite meetings in Lexington, KY Responsibilities:• Evaluate financial results across revenue, expense, and operational metrics to identify trends, performance issues, and areas of opportunity.• Prepare budget-to-actual reviews, explain material variances, and partner with leaders to determine the business drivers behind results.• Contribute to month-end and periodic performance discussions by developing reports and presenting meaningful financial insights.• Support rolling forecasts and long-range planning activities by analyzing historical results, current performance, and expected operational changes.• Collaborate with leadership to develop assumptions for volumes, rates, labor, expenses, and other factors that influence financial projections.• Assist with annual operating and capital budget development, including review of submissions for accuracy, consistency, and alignment with organizational goals.• Provide financial analysis for capital requests, business justifications, and project prioritization to support investment decisions.• Track approved capital initiatives and monitor projected spending through project completion.• Respond to special analysis requests and deliver ad hoc reporting that supports strategic and operational decision-making.
2026-10-02T00:00:00Z

Financial Analyst Intermediate (3-6 years)

Tempe, AZ
onsite
Temporary / Contract
30 - 32 USD / Hourly
<ul><li>Position: Financial Risk Reporting Analyst (Contract-to-Hire)</li><li>Location:Tempe, AZ 85281)</li><li>Schedule: 100% Onsite, 5 Days per Week</li><li>Required Experience: 3+ years of financial reporting, risk reporting, financial analytics, regulatory reporting, or related experience within financial services</li><li>Tentative Hourly Pay Range: $30 - $32 per hour</li></ul>Job DescriptionOur client is seeking a Financial Risk Reporting Analyst to support market risk reporting, regulatory reporting, controls, and analytics initiatives within a large financial services environment. This position combines financial analysis, data reporting, process improvement, and collaboration with internal stakeholders across Risk, Finance, Compliance, Audit, and Technology teams.The ideal candidate will have strong Excel skills, experience with business intelligence tools, and a background in financial services risk, compliance, controls, or regulatory reporting.Key Responsibilities<ul><li>Produce recurring market risk, regulatory, and management reports</li><li>Analyze large datasets and provide actionable business insights</li><li>Develop and enhance reporting solutions, metrics, and dashboards</li><li>Identify opportunities to automate manual reporting processes</li><li>Support reporting controls, validations, and documentation</li><li>Partner with Risk, Compliance, Finance, Audit, and Technology teams</li><li>Support reporting projects, testing, and process improvement initiatives</li><li>Interact with global stakeholders and regulators as needed</li></ul>Required Qualifications<ul><li>3+ years of reporting, financial analytics, risk reporting, or related experience</li><li>Advanced Excel skills including Pivot Tables, Lookups, and data analysis</li><li>Experience with Tableau, Cognos, Alteryx, or similar BI/reporting tools</li><li>Experience analyzing large datasets and producing meaningful reporting</li><li>Financial services experience within Risk, Finance, Compliance, Controls, or Regulatory Reporting</li><li>Strong attention to detail and ability to manage multiple priorities</li><li>Bachelor's degree in Finance, Business, Accounting, Economics, or related field preferred</li></ul>
2026-10-16T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-15T00:00:00Z

Lead Financial Analyst

Wood Dale, IL
onsite
Permanent / Full Time
120000 - 130000 USD / Yearly
The salary range for this position is $120,000-$130,000 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] Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Lead Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide. This is a highly visible role provides information and conducts analysis on total company financial performance, outlook, and plan. You will analyze business unit performance and coordinate interactions with business unit finance leaders to optimize our financial processes and results. ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul>
2026-10-14T00:00:00Z

Financial Operations Analyst

Bristol, PA
onsite
Permanent / Full Time
60000 - 72000 USD / Yearly
We are looking for a Financial Operations Analyst to join a collaborative finance team in Bristol, Pennsylvania. This role blends core accounting responsibilities with treasury support, helping maintain accurate records, manage daily cash activity, and contribute to reliable financial reporting. The ideal candidate brings hands-on experience with reconciliations, journal entries, and cash operations, along with the ability to work effectively across departments in a fast-paced environment. Responsibilities: • Record and review journal entries while supporting monthly, quarterly, and annual close activities to keep financial data accurate and current. • Reconcile general ledger, balance sheet, and bank accounts, researching differences and resolving issues in a timely manner. • Track daily cash movement and prepare regular cash position updates to support informed financial decision-making. • Coordinate payment activity, including wire transactions and intercompany transfers, while ensuring proper documentation and control. • Assist with short-range cash forecasting by analyzing balances, expected inflows, and upcoming disbursements. • Contribute to the preparation of financial statements and review fluctuations to identify notable variances or unusual activity. • Partner with accounts payable and accounts receivable teams to support smooth processing of cash receipts and outgoing payments. • Maintain organized banking records, respond to transaction-related inquiries, and work with financial institutions to address account activity issues. • Support audit requests by compiling schedules and documentation that substantiate account balances and transaction history. • Recommend process enhancements that strengthen cash management reporting, improve efficiency, and reinforce internal controls.
2026-10-09T00:00:00Z

Financial Operations Analyst

Columbia, MD
onsite
Permanent / Full Time
75000 - 95000 USD / Yearly
INTERESTING FINANCE OPPORTUNITY FOR SOMEONE LOOKING TO BREAK INTO OPERATIONS FINANCE, CONTRACTS, AND BUILDING RELATIONSHIPS! Are you looking to get away from being behind an Excel spreadsheet and use your finance and analytical experience to be more interactive with the operations side of the business? Are you looking to leverage your analytical skills to build relationships and build business? Do you have knowledge of contracts? If so, this is the job for you! Robert Half has partnered with a premier client in the area to help build out their Financial Operations team! In this role, you will be focused on providing support to your assigned business units, and partner with senior leadership to update and maintain financial reporting to identify opportunities and improve efficiencies. You must have superior analytical and problem-solving skills, and be proactive and action-oriented to dig for answers and find solutions. A successful candidate will have a strong attention to detail, the ability to prioritize, and a sense of urgency to meet multiple deadlines. How will you make an impact:<ul><li>Support a portfolio of projects with contract review, amendments, and financial analysis</li><li>Work to streamline and automate processes with assigned business units</li><li>Review and analyze project costs, allocations, and monthly financial statements </li><li>Participate in monthly financial calls with Senior Leadership</li><li>Forecasting and update financial projection models </li><li>Additional ad hoc reporting as assigned</li></ul>Do not miss out on this a unique opportunity where hard work is rewarded and you are recognized for your efforts!! Apply immediately to be considered, or contact Tracy Kaszuba on LinkedIn, and you can email me directly with the email at my LinkedIn profile.
2026-10-12T00:00:00Z

BI Analyst

Jacksonville, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are seeking a Business Intelligence Analyst to transform data into actionable insights that drive business decisions. The ideal candidate will have strong experience with Power BI, SQL, data analysis, and reporting in an enterprise environment.Responsibilities<ul><li>Develop and maintain Power BI dashboards, reports, and scorecards.</li><li>Gather reporting requirements from business stakeholders.</li><li>Write complex SQL queries to extract, transform, and analyze data.</li><li>Design and maintain data models, datasets, and KPIs.</li><li>Identify trends, opportunities, and operational insights through data analysis.</li><li>Validate data accuracy and troubleshoot reporting issues.</li><li>Partner with business, IT, and leadership teams to support data-driven decision-making.</li><li>Document reporting processes and data definitions.</li></ul>
2026-10-09T00:00:00Z

Credit Analyst Intermediate (3-6 years)

Columbus, OH
onsite
Temporary / Contract
27 - 28 USD / Hourly
We are looking for a detail-oriented Credit Analyst Intermediate to join a Long-term Contract opportunity in Westerville, Ohio. This position supports institutional credit operations by coordinating loan closing activities, reviewing documentation, and working closely with internal partners to help ensure timely and accurate execution. The role is best suited for someone who communicates effectively, adapts quickly in a fast-moving office environment, and is eager to build expertise in credit and loan administration. Responsibilities: • Review loan and credit documents before booking to confirm accuracy, completeness, and alignment with internal controls and regulatory standards. • Partner with lending and credit stakeholders to gather approvals, finalize funding-related materials, and keep transactions moving toward closing. • Track, organize, and maintain loan records across required platforms to support efficient documentation management and status visibility. • Work with cross-functional teams involved in closing, servicing, and operational support to resolve issues and facilitate smooth transaction execution. • Prepare, verify, and distribute closing packages, financial records, and related materials with strong attention to detail and deadlines. • Monitor time-sensitive activities around month-end and quarter-end periods, providing additional support when transaction volumes increase. • Communicate professionally with internal teams to provide updates, clarify documentation requirements, and address processing questions. • Assist with ad hoc operational and financial tasks related to credit, compliance, and loan administration as needed.
2026-10-07T00:00:00Z

Inventory & Materials Planning Analyst

Bridgewater, NJ
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Our client in the Bridgewater area is hiring for an Inventory & Materials Planning Analyst!This is a newly created, hands-on analytical position supporting inventory, materials planning, purchasing, forecasting, and production needs within a growing organization.The ideal candidate will understand how customer demand, inventory, purchasing, and production work together and will be comfortable digging into data to identify discrepancies, excess inventory, shortages, and opportunities to improve planning processes.Depending on experience, this role is paying $85,000–$100,000, including full benefits (medical, dental, vision, 401(k), PTO, and paid holidays).Schedule: Monday–Friday, 8:00 AM–4:30 PM Location: Fully OnsiteAbout the Role Key Responsibilities<ul><li>Monitor inventory levels, material requirements, forecasts, and production needs</li><li>Review purchasing activity and identify discrepancies, excess orders, and changing demand</li><li>Analyze inventory vs. forecasted demand and help optimize material availability</li><li>Identify opportunities to adjust or reduce purchase orders based on demand</li><li>Partner with Purchasing, Planning, Customer Service, Account Management, and Production</li><li>Track excess or aging inventory and help determine root causes and solutions</li><li>Develop reporting and improve visibility into inventory and material requirements</li><li>Identify process gaps and help create more standardized and scalable planning processes</li><li>Utilize ERP and other systems to analyze data and support decision-making</li><li>Support the implementation of new technology and AI-driven tools to improve operational efficiency</li></ul>
2026-10-09T00:00:00Z

Financial Reporting Analysts

Boston, MA
onsite
Temporary / Contract
50 - 55 USD / Hourly
We are looking for experienced Financial Reporting Analysts to support mutual fund reporting activities for a Long-term Contract position based in Boston, Massachusetts. In this role, you will help deliver accurate shareholder reports and regulatory filings while partnering with auditors, legal teams, fund leadership, and other key stakeholders. This opportunity is ideal for professionals who bring strong mutual fund reporting expertise, sound U.S. GAAP knowledge, and the ability to manage complex reporting deadlines in a highly regulated environment. Responsibilities: • Prepare and review quarterly, semiannual, and annual shareholder reports for mutual fund portfolios in compliance with applicable U.S. regulatory standards. • Analyze complex accounting activity and translate findings into clear financial statement disclosures, footnotes, and supporting schedules. • Perform detailed reconciliations to validate reporting accuracy and resolve discrepancies before submission deadlines. • Coordinate the completion and filing of required regulatory documents, including fund-related submissions, with a strong focus on timeliness and completeness. • Partner with legal counsel, external auditors, fund management teams, and board representatives to support reporting deliverables and address reporting questions. • Lead day-to-day financial reporting activities, provide guidance to team members, and help strengthen overall team performance. • Respond to client, audit, and stakeholder inquiries by providing clear explanations and well-supported reporting documentation. • Identify opportunities to enhance reporting workflows, strengthen controls, and improve the efficiency of reporting processes and systems.
2026-09-29T00:00:00Z

Credit Balance AR Analyst III

Land O’ Lakes, FL
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for a Credit Balance AR Analyst III to join a healthcare finance team in Florida on a contract-to-permanent basis. This role focuses on reviewing and resolving credit balances, supporting refund activity, and maintaining accuracy across patient accounting and accounts payable records. The position offers hands-on exposure to accounting and reporting tools while working closely with teams involved in cash activity, treasury support, and financial operations. Responsibilities: • Review account-level activity to identify credit balances caused by duplicate payments or other posting issues and take appropriate corrective action. • Investigate the source of overpayments and document underlying causes to help reduce recurring balance discrepancies. • Coordinate refund processing by confirming vendor records are properly established within accounts payable systems before payments are issued. • Reconcile credit balance and refund activity between patient accounting platforms, accounts payable applications, and internal tracking reports. • Monitor transaction detail that rolls into general ledger accounts to support accurate financial reporting and balance management. • Use reporting tools and dashboards to track trends in credit balance activity and highlight issues requiring follow-up. • Partner with accounting, treasury, and other operational teams to resolve outstanding credit balance matters and support related workflows. • Work across systems such as Patcom, Oracle Health, Smart System, Fusion, SharePoint, Beacon, and data visualization resources to manage and analyze account activity.
2026-10-16T00:00:00Z

Business Intelligence (BI) Analyst

Honolulu, HI
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
We are looking for a Business Intelligence (BI) Analyst to support technology operations and data-driven improvement initiatives in Honolulu, Hawaii. This position works closely with a collaborative IT team to strengthen daily system performance, assist end users, and contribute to long-term infrastructure and reporting enhancements. The ideal candidate is comfortable balancing hands-on technical support with analytical problem-solving and is motivated by opportunities to improve reliability, security, and operational efficiency. Preference will be given to Hawaii residents due to the onsite nature of this role. To apply, please call Melissa Tree at 808.452.0254. Responsibilities:• Provide day-to-day technical assistance for employees by troubleshooting hardware, software, and access-related issues across desktops, thin clients, and mobile devices.• Support the upkeep and configuration of core network and server environments, including switching, firewall administration, wireless connectivity, VPN access, and IP-based infrastructure components.• Administer user identities and permissions within Active Directory and Microsoft 365 environments, ensuring appropriate access, account maintenance, and policy alignment.• Assist with the management of virtualization and backup platforms to help maintain business continuity, system availability, and data protection standards.• Prepare, deploy, refresh, and document end-user devices while overseeing equipment assignments, warranty details, and lifecycle tracking.• Partner with internal teams and external vendors to resolve issues involving business-critical applications, including construction and design software platforms.• Contribute to physical infrastructure maintenance by helping with server room organization, equipment installation, cable management, and retirement of outdated technology assets.• Identify and recommend practical improvements to documentation, security controls, hardware standards, and overall system performance as part of ongoing modernization efforts.
2026-10-13T00:00:00Z

Financial Ops Analyst

Hartsdale, NY
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
We are looking for a Financial Ops Analyst to support financial planning, operational reporting, and business system administration for a growing organization in Hartsdale, New York. This position blends analytical work with cross-functional coordination, helping leadership translate data into practical decisions and stronger day-to-day operations. The ideal candidate brings solid financial acumen, strong spreadsheet skills, and the ability to improve processes while maintaining accuracy across multiple systems. Responsibilities: • Oversee the administration of salary structure data and maintain compensation-related records used in planning activities. • Contribute to annual budgeting, workforce forecasting, and variance reviews by compiling data and analyzing changes against plan. • Produce recurring and ad hoc financial and operational reporting for leadership, including dashboards and presentation materials for key stakeholders. • Examine business and financial performance trends to uncover risks, opportunities, and areas for improved resource allocation. • Administer user roles, access settings, and core support activities across finance and operations platforms. • Coordinate data flow between accounting, payroll, expense, procurement, and related systems while assisting with future platform enhancements or migrations. • Perform reconciliations across enrollment, billing, and financial records to ensure consistency and dependable reporting. • Monitor data quality, strengthen reporting accuracy, and recommend workflow improvements that increase efficiency across teams. • Support spend management activities, including corporate card oversight and tracking of supplemental revenue sources.
2026-09-28T00:00:00Z

Investment Operations Analyst $130K + 30% Bonus + Profit S

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing 📍 Menlo Park | Hybrid 💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits Want to break into private markets and work closer to the investment process? I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies. This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution. They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work. 💡 What You'll Do<ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul>
2026-10-16T00:00:00Z

Credit Analyst

Westerville, OH
onsite
Temporary / Contract
19.5 - 22 USD / Hourly
We are looking for a detail-oriented Credit Analyst to support Letter of Credit activities for a private banking environment in Columbus, Ohio. This is a Long-term Contract position requiring regular, on-site participation during standard business hours, with additional time as needed to meet business demands. The role focuses on managing documentation, controls, and cross-functional coordination to ensure transactions are handled accurately, efficiently, and in line with regulatory and internal policy expectations. Responsibilities:• Manage the end-to-end handling of standby letters of credit, including issuance, revisions, renewals, transfers, cancellations, drawings, and fee-related activities.• Examine client-submitted forms and supporting materials to confirm completeness, accuracy, and alignment with policy, approval terms, and trade finance requirements.• Verify collateral details, credit conditions, and facility approvals before transactions are released for processing.• Work closely with relationship managers, credit partners, legal, compliance, operations, and trade finance teams to move requests forward within expected timelines.• Apply internal risk standards and applicable trade regulations to each transaction while maintaining strong operational discipline and control adherence.• Track work queues and service metrics to help ensure timely completion of requests without compromising quality.• Research and resolve documentation issues, operational breaks, and client-facing questions by coordinating with the appropriate internal stakeholders.• Maintain precise records across processing platforms and preserve complete documentation to support audit readiness and traceability.• Assist with periodic reviews by monitoring expirations, renewals, collateral sufficiency, and outstanding documentation items.• Contribute to process enhancements, standardization efforts, automation opportunities, and audit or regulatory review activities as needed.
2026-10-02T00:00:00Z

Credit Analyst

Scottsdale, AZ
remote
Temporary / Contract
45 - 55 USD / Hourly
Robert Half Management Resources is looking for a Credit Analyst to support one of our clients on an interim basis. In this role, you will examine newly acquired loan relationships, assess borrower performance, and translate findings into clear credit recommendations that align with the bank’s underwriting framework. This opportunity is well suited for a finance specialist who enjoys detailed analysis, strong documentation, and collaboration with credit and underwriting partners in a remote environment. Responsibilities:• Analyze individual commercial loan files within an acquired portfolio to evaluate borrower strength, repayment capacity, collateral considerations, and overall risk exposure.• Prepare well-structured credit memoranda and presentation materials that map existing loan relationships to internal policy standards and risk rating methodologies.• Complete financial spreading, trend analysis, and cash flow modeling using borrower financial statements and related supporting documents.• Examine loan agreements and covenant packages to confirm reporting requirements, identify exceptions, and establish accurate tracking for ongoing monitoring.• Review credit files for missing information, policy gaps, emerging risk indicators, and documentation issues that could affect portfolio quality.• Partner with underwriting, risk, and project stakeholders to share analytical findings that support informed decisions on portfolio integration activities.• Maintain accurate and organized credit documentation to help ensure regulatory readiness and consistency across the reviewed portfolio.
2026-10-05T00:00:00Z

Credit Analyst

Richmond, VA
onsite
Permanent / Full Time
55000 - 65000 USD / Yearly
We are looking for a Credit Analyst to join an on-site team in Richmond, Virginia. This position focuses on evaluating credit requests from business customers and supporting sound lending decisions through careful financial review. The role is well suited for someone with experience in accounts receivable, commercial credit, or collections who can balance risk assessment with customer service. Responsibilities: • Review and assess credit applications submitted by business clients to determine appropriate approval recommendations • Analyze customer financial information, payment history, and relevant risk factors to support informed credit decisions • Work closely with internal partners to gather documentation, clarify account details, and resolve application issues • Monitor existing accounts for credit exposure and identify situations that may require updated review or follow-up action • Support commercial collections activities by evaluating delinquent accounts and recommending next steps • Maintain accurate records of credit evaluations, account actions, and supporting documentation in company systems • Communicate credit decisions and related requirements clearly and professionally to stakeholders • Contribute to process consistency by following established credit policies, procedures, and internal controls
2026-10-05T00:00:00Z

Credit Analyst

Glen Allen, VA
onsite
Temporary / Contract
28 - 30 USD / Hourly
We are looking for a Credit Analyst to support accounts receivable and commercial credit activities for a transport organization in Glen Allen, Virginia. This Long-term Contract position focuses on resolving account questions, reviewing payment activity, and coordinating with internal teams to keep collection efforts moving efficiently. The role is well suited to someone who can balance analytical work with day-to-day follow-up while maintaining accuracy and strong business communication. Responsibilities: • Manage inquiries received through a shared team mailbox and provide timely, accurate responses to internal and external stakeholders. • Review customer accounts to identify payment discrepancies, overdue balances, and items requiring further investigation. • Research unapplied and unallocated cash transactions and work to ensure payments are matched and posted correctly. • Perform routine accounts receivable and administrative activities that support daily credit and collection operations. • Partner with Finance, Customer Service, Sales, and Operations teams to resolve account issues and improve collection outcomes. • Evaluate account details and payment patterns to support commercial credit analysis and informed decision-making. • Follow up on outstanding balances and help advance commercial collections efforts in an organized and thorough manner.
2026-10-14T00:00:00Z

Accounting Analyst, Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an Accounting Analyst to join its growing finance team. 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. Key Responsibilities<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>
2026-10-13T00:00:00Z

Financial Analyst

Detroit, MI
onsite
Temporary to Hire
0 - 0 USD / Yearly
Managing budgets, financial data, compliance and auditing, process improvement and strong technical skills.
2026-09-17T00:00:00Z

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