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146 results for Aml Analyst jobs

IS Analyst
  • Oakland Park, FL
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • <p>We are seeking a skilled IS Analyst with a dense understanding of SQL, hands-on experience integrating APIs, and solid proficiency in Laravel. The ideal candidate will bring expertise in API/PHP development and familiarity with modern technical stacks including React, MySQL, and PostgreSQL. This position is executive-facing and requires exceptional communication skills to collaborate effectively with key stakeholders in a rapidly changing environment.</p><p>Key Responsibilities:</p><ul><li>Develop, maintain, and optimize SQL queries for data extraction, reporting, and integrations.</li><li>Implement and manage API integrations, ensuring robust connectivity and seamless data flow between platforms.</li><li>Design, build, and maintain PHP application code within the Laravel framework.</li><li>Collaborate with cross-functional teams to scope, design, and ship new features and solutions.</li><li>Troubleshoot, debug, and document issues and solutions while adhering to best practices in application security and performance.</li><li>Liaise with executive and non-technical stakeholders, translating business requirements into effective technical solutions.</li><li>Remain current with emerging technologies, tools, and trends relevant to the role, with an emphasis on continuous learning and adaptability.</li></ul><p><br></p>
  • 2026-03-13T00:00:00Z
IS Analyst
  • Miami, FL
  • onsite
  • Temporary
  • 0 - 0 USD / Yearly
  • <p>We are seeking a driven SQL Developer with experience in Laravel to join its technology modernization team. This new role is the result of organizational transformation as Kolter and KSH split, creating an opportunity to make a direct impact on the optimization of internal platforms and data processes.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop, optimize, and maintain SQL queries and databases (MySQL/PostgreSQL)</li><li>Conduct portal optimization and data cleansing</li><li>Integrate APIs and contribute to API development, primarily using Laravel and PHP</li><li>Collaborate with React developers and cross-functional teams</li><li>Participate in regular communications with executive stakeholders</li><li>Ensure solutions meet high standards of security, performance, and scalability</li><li>Adapt to changing requirements in a fast-paced environment</li></ul><p><br></p>
  • 2026-03-05T00:00:00Z
Analyst
  • Mount Kisco, NY
  • onsite
  • Permanent
  • 150000 - 200000 USD / Yearly
  • <p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
  • 2026-03-06T00:00:00Z
Analyst
  • Chicago, IL
  • onsite
  • Permanent
  • 75000 - 95000 USD / Yearly
  • <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>We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients.</p><p><br></p><p><strong>Job Responsibilities:</strong></p><p>• Review and prepare loan and lease documents, ensuring their accuracy and timeliness</p><p>• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.</p><p>• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.</p><p>• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.</p><p>• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.</p><p>• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.</p><p>• Handle the processing and booking of lease and loan transactions on the lease &amp; loan servicing system for funding.</p><p>• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.</p><p>• Confirm that all documents are complete and ready prior to funding.</p><p>• Undertake additional projects as assigned by the Manager.</p>
  • 2026-03-11T00:00:00Z
Analyst
  • Chicago, IL
  • onsite
  • Permanent
  • 75000 - 95000 USD / Yearly
  • <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&amp;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&#39;s budgeting &amp; 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>
  • 2026-03-11T00:00:00Z
AP Analyst
  • Wilmington, DE
  • onsite
  • Permanent
  • 55000 - 65000 USD / Yearly
  • <p>Premier client located in the Great Wilmington Delaware area is looking for an AP Analyst who can manage their accounts payable processes, ensuring timely and accurate processing of invoices, vendor payments, and expense reports. This A/P Analyst will review, process, and verify payments, analyze and reconcile vendor statements, maintain vendor records, print checks, assist with month-end and year-end closing, and collaborate with procurement, receiving, and other departments to resolve invoice and payment discrepancies. The ideal A/P Analyst should be highly experienced in accounts payable with the ability to analyze problems and work out their solutions effectively and accordingly.</p><p> </p><p>Primary Duties</p><p>·      Print and process checks</p><p>·      Journal Entries</p><p>·      Match and batch purchase orders</p><p>·      Run ad-hoc reports when needed</p><p>·      Coordinate with directors to obtain consent on appropriate expenses</p><p>·      Provide financial reports to management</p><p>·      Account reconciliations</p><p>·      Encourage improvements where needed</p><p>·      Assist with invoice processing</p><p>·      Partake in annual audit process</p>
  • 2026-02-17T00:00:00Z
AP Analyst
  • Chicago, IL
  • onsite
  • Permanent
  • 85000 - 87000 USD / Yearly
  • <p><em>The salary range for this position is $85,000- $87,000 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>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Analyst manages the company’s outgoing expenses and ensures all invoices are processed and paid accurately, timely, and in compliance with company policies. This role is accountable for end-to-end AP processing, vendor relations, monthly reconciliations, and issue resolution, partnering closely with Accounting, Operations, and cross-functional teams. </p><p> </p><p><strong> </strong></p><p><strong>Primary Responsibilities:  </strong></p><p>• Invoice Intake &amp; Verification - Receive, review, and validate invoices and employee expense reports for accuracy, proper coding, approvals, and supporting documentation.  </p><p>• Payment Processing - Prepare and execute payments (ACH, wires, checks) per company policy and schedule and in compliance with the company’s internal controls.  </p><p>• Vendor Management - Maintain vendor master data (W-9s/1099 designations, banking instructions); respond to vendor inquiries; track and reconcile outstanding credit memos.  </p><p>• Month-End Close Support - Reconcile AP subledger to the general ledger; prepare AP accruals; confirm payable reports to ensure amounts paid were accurate; support schedules for audits.  </p><p>• Compliance &amp; Controls - Uphold AP policies/procedures; support 1099 year-end reporting; contribute to process improvements and automation initiatives.  </p><p>• Treasury – Support treasury activities by managing bank account maintenance, preparing and submitting bank documentation, coordinating responses to KYC inquiries, and monitoring bank account fees. </p><p>• Cross-Functional Collaboration - Partner with Accounting, Procurement, and business teams to resolve issues, improve cycle times, and sustain vendor relationships. </p><p>• Perform other duties as assigned.  </p><p><br></p>
  • 2026-03-11T00:00:00Z
AWS Security Analyst
  • Columbus, OH
  • remote
  • Temporary
  • 0 - 0 USD / Yearly
  • We are looking for a skilled AWS Security Analyst to join our team on a long-term contract basis in Columbus, Ohio. In this role, you will focus on strengthening our cybersecurity posture by implementing controls, ensuring compliance, and addressing security vulnerabilities in a dynamic and collaborative environment. This position offers the opportunity to work closely with engineering teams, auditors, and cloud operations to support security initiatives across global teams.<br><br>Responsibilities:<br>• Lead readiness, implementation, and ongoing audit activities for SOC 2 Type II compliance across multiple operational areas.<br>• Collaborate with auditors, engineering teams, and cloud operations to implement security controls and resolve compliance gaps.<br>• Apply cybersecurity and cloud control frameworks to enhance organizational security measures.<br>• Validate compliance within SaaS-based infrastructure, troubleshoot security challenges, and confirm the effectiveness of controls.<br>• Conduct application security tasks such as vulnerability scanning, basic penetration testing, and remediation validation.<br>• Analyze security issues identified during audits or scans and work with developers to implement resolutions.<br>• Develop proof-of-concept solutions to verify security approaches and address vulnerabilities.<br>• Participate actively in agile workflows and contribute to security workstreams across global teams.<br>• Utilize compliance tools such as Vanta and productivity platforms like Jira, Confluence, Slack, and Teams to manage security operations.
  • 2026-03-11T00:00:00Z
AML Ops Rep IV
  • Greenville, SC
  • onsite
  • Contract / Temporary to Hire
  • 21.85 - 25.3 USD / Hourly
  • <p>We are looking for an AML Operations Representative IV to join a growing financial services team in Greenville, South Carolina. In this contract position, you will play a critical role in identifying and evaluating flagged transactions to ensure compliance with Anti-Money Laundering (AML) regulations. This is an excellent opportunity for entry-level professionals to gain valuable experience in financial analysis and contribute to a fast-paced, detail-oriented department.</p><p><br></p><p>Responsibilities:</p><p>• Analyze transactions flagged by the AML monitoring system to determine if further investigation is required.</p><p>• Conduct research using online tools and resources to verify the legitimacy of flagged activities.</p><p>• Utilize basic computer skills, including copy-paste functions and internet searches, to support transaction review.</p><p>• Apply critical thinking and judgment to assess potential risks and ensure compliance with AML regulations.</p><p>• Document findings and prepare reports for higher-level review and decision-making.</p><p>• Collaborate with team members in a structured office environment to maintain productivity.</p><p>• Follow established processes and procedures to achieve departmental goals.</p><p>• Leverage opportunities for overtime to enhance earnings, while maintaining a focus on accuracy and efficiency.</p><p>• Contribute to continuous improvements in operational workflows and practices</p>
  • 2026-03-09T00:00:00Z
Land Analyst
  • Houston, TX
  • onsite
  • Permanent
  • 100000 - 125000 USD / Yearly
  • We are in search of a Land Analyst to join our team situated in Houston, Texas. In this role, you will be tasked with the critical responsibility of managing customer applications and maintaining accurate customer records. This position is crucial in the monitoring of customer accounts and taking the necessary actions. This opportunity is a perfect fit for individuals who thrive in a dynamic, fast-paced team environment.<br><br>Responsibilities:<br>• Undertaking the processing of customer credit applications with accuracy and efficiency.<br>• Maintaining accurate customer credit records.<br>• Communicating effectively with operators on issues related to interest calculations, title support requests, curative, suspense, direct deposit, and billing and revenue.<br>• Reviewing assignments, leases, contracts, and title opinions to determine and verify company interest.<br>• Ensuring correct wells, leases, and contracts are assigned during the review of draft assignments.<br>• Managing the workover AFE function, which includes the verification of ownership and interest, internal routing, tracker maintenance, and timely communication of elections to operators.<br>• Creating well, leases, and contract exhibits for documents to be filed of record.<br>• Setting up and maintaining JIB and revenue decks representing company interests in Bolo.<br>• Handling the setup and maintenance of operator and vendor records in Bolo.<br>• Assisting with acquisition, divestiture, due diligence, audits, and other special projects as needed.<br>• Providing necessary documentation and explanations related to land administration during external audits.
  • 2026-02-20T00:00:00Z
AR Analsyst
  • Concord, CA
  • onsite
  • Temporary
  • 24.5 - 30.5 USD / Hourly
  • <p>Our company is seeking an Accounts Receivable Analyst for a temp-to-hire position. Ideal candidates are recent graduates with a degree in accounting, finance, business, or a related field, strong Excel skills, and experience working with large data sets, including through internships. Candidates with a master’s degree will not be considered for this role.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Reconcile AR accounts and manage high-volume billing and collections processes.</li><li>Track outstanding accounts, resolve discrepancies, and conduct account research.</li><li>Analyze large and complex data sets using advanced Excel functions (pivot tables, VLOOKUP, formulas).</li><li>Generate periodic reports to support finance leadership.</li><li>Collaborate with internal teams and external clients on AR-related issues.</li><li>Support process improvements for AR efficiency and accuracy.</li></ul>
  • 2026-02-27T00:00:00Z
AR Specialist
  • Bellows Falls, VT
  • onsite
  • Permanent
  • 52000 - 60000 USD / Yearly
  • <p>This role is responsible for the effective management of the accounts receivable function, including preparing and issuing daily invoices, maintaining aging reports, resolving payment discrepancies with customers, and ensuring AR over 60 days is kept under a set threshold. The position also manages day-to-day, ensuring all import/export certifications and associated documentation are accurate and maintained accordingly. </p><p><strong>Key Responsibilities:</strong></p><ul><li>Maintain an accurate and updated billing/invoicing system and AR records.</li><li>Prepare and distribute customer invoices daily.</li><li>Monitor customer account activity, tracking late payments and unexplained variances.</li><li>Actively follow up with customers regarding past due accounts and resolve payment and account discrepancies efficiently.</li><li>Perform routine reconciliation of accounts receivable and selected balance sheet accounts, ensuring accuracy between the general ledger and subsidiary ledgers.</li><li>Prepare, analyze, and distribute sales and backlog reports for business stakeholders.</li><li>Accurately process cash receipts and apply payments according to remittance information, ensuring correct coding to GL.</li><li>Collect, verify, and update vendor certificates of origin, ensuring ongoing compliance for imported goods.</li><li>Review import documentation for compliance, collaborating directly with brokers to resolve errors or discrepancies.</li><li>Archive and maintain all records related to Free Trade Agreements in an organized and timely manner.</li><li>Respond promptly to internal and external inquiries related to accounts receivable, trade compliance, or other related areas.</li><li>Support month-end closing activities and continuous process improvement for AR and compliance procedures.</li><li>Participate in ad-hoc projects as assigned to enhance efficiency and accuracy across related workflows.</li></ul><p><br></p>
  • 2026-03-10T00:00:00Z
AR Specialist
  • Boothwyn, PA
  • onsite
  • Permanent
  • 45000 - 55000 USD / Yearly
  • <p>Innovative, Delaware County client seeks an AR Specialist with previous bookkeeping and auditing experience. The AR Specialist will be responsible for managing the full cycle of accounts receivable activities including: generating invoices, preparing payment schedules, monitoring aging reports, processing credit card/wire/ACH payments, assisting with month-end/year-end close, reconciling bank statements, resolving billing issues, and maintaining accurate financial records. The ideal AR Specialist should have a flair for numbers, excellent research abilities, thorough communication skills, and an expertise at time management.</p><p><br></p><p>Primary Duties</p><p>·      Receive, review and process billing</p><p>·      Create payment schedules</p><p>·      Maintain and update customer accounts</p><p>·      Reconcile bank deposits</p><p>·      Identify delinquent accounts</p><p>·      Perform payment reconciliations</p><p>·      Post cash receipts</p><p>·      Generate financial statements</p><p>·      Resolve customer service issues</p>
  • 2026-02-19T00:00:00Z
EDI Analyst
  • San Antonio, TX
  • onsite
  • Contract / Temporary to Hire
  • 30 - 40 USD / Hourly
  • <p>We are looking for an experienced EDI Analyst to join our team in San Antonio, Texas. If you have a strong background in EDI operations and enjoy resolving technical challenges, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Monitor and maintain healthcare transactions in a production environment to ensure smooth operations.</p><p>• Audit, track, and reconcile inbound and outbound files to verify accuracy and completeness.</p><p>• Encrypt healthcare data during transmission and manage secure delivery processes.</p><p>• Configure and oversee accounts for internal use and external trading partners.</p><p>• Investigate and resolve issues related to transmission failures and missing acknowledgments.</p><p>• Collaborate with audit, IT, and business teams to address and resolve data-related concerns.</p><p>• Write and maintain scripts or automations to streamline workflows and enhance efficiency.</p>
  • 2026-03-05T00:00:00Z
Document Analyst
  • Daly City, CA
  • remote
  • Temporary
  • 30 - 45 USD / Hourly
  • <p>We are looking for a document analyst for our Fintech Company in San Francisco. This contract role involves detailed analysis of user‑submitted documents, biometric data, and verification signals using both manual techniques and industry‑leading IDV tools. The ideal candidate is highly detail‑oriented, comfortable operating in a fast‑paced environment, and able to make sound decisions based on incomplete or ambiguous information</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive reviews of government-issued identification documents, including international IDs, to verify their authenticity.</p><p>• Assess user-submitted images and selfies for identity validation, utilizing facial matching techniques.</p><p>• Detect and report fraudulent activities, such as altered documents, impersonation attempts, and synthetic identities.</p><p>• Utilize advanced tools like Jumio, Onfido, Socure DocV, or similar platforms for document authentication and identity verification.</p><p>• Adhere to established risk policies and service level agreements while performing application and fraud reviews.</p><p>• Accurately document review outcomes and escalate complex or high-risk cases to appropriate teams.</p><p>• Maintain consistent quality and accuracy in all reviews while meeting productivity goals.</p><p>• Collaborate closely with Fraud Operations and Risk teams to enhance fraud prevention strategies.</p>
  • 2026-03-12T00:00:00Z
Inventory Analyst
  • Exton, PA
  • onsite
  • Permanent
  • 80000 - 90000 USD / Yearly
  • <p>We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.</p><p><br></p><p>Major Responsibilities</p><p>·      Provide financial analysis, forecasting and reporting </p><p>·      Develop strategic initiatives</p><p>·      Budgeting &amp; Forecasting</p><p>·      Variance Analysis</p><p>·      Generate periodic asset allocation reports</p><p>·      Maintain knowledge of regulations and policies</p><p>·      Integrate financial data</p><p>·      Prepare financial reports with key metrics</p><p>·      Establish financial trends and make recommendations</p><p>·      Resolve data discrepancies</p><p>·      Ensure compliance with relevant financial regulations</p>
  • 2026-03-10T00:00:00Z
Intelligence Analyst
  • Alpine, UT
  • onsite
  • Permanent
  • 45700 - 45760 USD / Yearly
  • We are looking for an Intelligence Analyst to join our team in Alpine, Utah. This role offers an exciting opportunity to conduct investigative research for major global brands, utilizing your analytical skills and attention to detail. The ideal candidate thrives on solving complex problems, is passionate about learning, and values confidentiality in handling sensitive information.<br><br>Responsibilities:<br>• Perform in-depth online research and analysis using Open-Source Intelligence (OSINT) tools to support investigations related to business due diligence, trademark infringement, and business intelligence.<br>• Prepare comprehensive investigative reports that summarize findings from multiple sources into clear and concise assessments.<br>• Coordinate and prioritize multiple projects while meeting deadlines and collaborating with management.<br>• Engage directly with companies to verify information and gather additional data, ensuring accuracy in research.<br>• Devote approximately 60% of your time to research and report writing, 30% to outreach activities, and 10% to administrative tasks.<br>• Collaborate with team members to address challenging scenarios and develop innovative solutions.<br>• Uphold strict confidentiality standards when handling sensitive information.<br>• Contribute to team discussions and brainstorming sessions to enhance investigative strategies.
  • 2026-03-03T00:00:00Z
E/L Analyst
  • San Ramon, CA
  • onsite
  • Temporary
  • 24.5 - 29 USD / Hourly
  • <p>We are seeking a recent graduate to join our team as an Entry-Level Analyst focused on billing, accounts receivable (AR), and reconciliation. This contract to hire position is ideal for candidates with 1+ years or internship experience in finance or accounting who are highly proficient working with large data sets in Excel. The role offers an excellent opportunity to build a foundational career in financial operations within a dynamic environment.</p><p><br></p><p>Please apply directly or share your resume with Tawnia Kirshen using my email found on LinkedIn. Thank you!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review customer invoices in line with contract terms and company policies.</li><li>Assist in the accurate recording and processing of AR transactions.</li><li>Investigate and reconcile discrepancies in billing and AR records.</li><li>Collaborate with cross-functional teams to resolve client billing issues in a timely manner.</li><li>Perform monthly, quarterly, and annual AR reconciliations; identify and resolve variances.</li><li>Maintain accurate documentation and ensure data integrity.</li><li>Analyze large volumes of financial data in Excel to support reporting and trend analysis.</li><li>Assist in internal/external audits as needed.</li><li>Support process improvement initiatives related to billing and AR functions.</li></ul>
  • 2026-02-27T00:00:00Z
E/L Analyst
  • Lafayette, CA
  • onsite
  • Temporary
  • 25 - 29 USD / Hourly
  • <p>We are seeking a recent graduate to join our team as an Entry-Level Analyst focused on billing, accounts receivable (AR), and reconciliation. This contract to hire position is ideal for candidates with 1+ years or internship experience in finance or accounting who are highly proficient working with large data sets in Excel. The role offers an excellent opportunity to build a foundational career in financial operations within a dynamic environment.</p><p><br></p><p>Please apply directly, or email your resume to Tawnia Kirshen. Email found on LinkedIn. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and review customer invoices in line with contract terms and company policies.</li><li>Assist in the accurate recording and processing of AR transactions.</li><li>Investigate and reconcile discrepancies in billing and AR records.</li><li>Collaborate with cross-functional teams to resolve client billing issues in a timely manner.</li><li>Perform monthly, quarterly, and annual AR reconciliations; identify and resolve variances.</li><li>Maintain accurate documentation and ensure data integrity.</li><li>Analyze large volumes of financial data in Excel to support reporting and trend analysis.</li><li>Assist in internal/external audits as needed.</li><li>Support process improvement initiatives related to billing and AR functions.</li></ul>
  • 2026-02-27T00:00:00Z
Wealth Analyst
  • San Ramon, CA
  • onsite
  • Permanent
  • 80000 - 120000 USD / Yearly
  • <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Associate Advisor | Thriving Wealth Management Firm | San Ramon | Hybrid </strong></p><p> </p><p>This firm manages hundreds of millions in AUM and partners with <strong>high-net-worth clients to deliver strategies </strong>that truly make an impact.</p><p><br></p><p>In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role,<strong> we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. </strong></p><p><br></p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to<strong> work-life balance</strong>.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-03-14T00:00:00Z
Portfolio Analyst
  • Staten Island, NY
  • onsite
  • Permanent
  • 110000 - 120000 USD / Yearly
  • <p>110,000 - 120,000</p><p><br></p><p>benefits:</p><ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul><p>Our client, a rapidly expanding financial services company based in Staten Island, is seeking a Portfolio Analyst to join their team. This is an excellent opportunity for a detail‑oriented candidate looking to grow within a collaborative and stable organization.</p><p><br></p><p>Key Responsibilities</p><ul><li>Analyze and monitor a portfolio of restructured loans and commercial credits.</li><li>Conduct thorough credit analysis, risk assessments, and ongoing portfolio reviews.</li><li>Track and evaluate loan repayment performance, identifying trends, issues, and variances.</li><li>Prepare regular portfolio reports and recommend actions to mitigate risk.</li><li>Partner with internal teams to support underwriting, compliance, and lending decisions.</li></ul><p>Qualifications</p><ul><li>4+ years of experience in credit analysis, loan restructuring, workout, or portfolio management.</li><li>Strong analytical and financial modeling skills.</li><li>Experience monitoring loan performance and repayment activity.</li><li>Bank credit training strongly preferred.</li><li>Excellent communication skills and ability to interpret complex financial data.</li></ul><p>This company offers an excellent benefits and compensation package. To apply email a resume in a word format. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity.</p>
  • 2026-02-27T00:00:00Z
Pricing Analyst
  • San Jose, CA
  • onsite
  • Permanent
  • 70000 - 80000 USD / Yearly
  • We are looking for a detail-oriented Pricing Analyst to join our team in San Jose, California. This role involves preparing and managing customer quotations, processing sales orders, and providing exceptional support throughout the order lifecycle. The ideal candidate will have experience in customer-facing roles within manufacturing, electronics, or semiconductor industries, with a strong understanding of technical product pricing and order management processes.<br><br>Responsibilities:<br>• Develop and issue customer quotations for printed circuit boards and semiconductor components, ensuring accurate details based on specifications, volumes, and delivery timelines.<br>• Analyze and review customer RFQs, collaborating with engineering and operations teams to ensure cost accuracy and manufacturability.<br>• Process and manage sales orders within company systems, verifying pricing, quantities, and delivery schedules.<br>• Maintain up-to-date pricing data, including customer-specific agreements and discount structures.<br>• Provide customers with timely updates on quotes, order statuses, and delivery schedules, addressing inquiries and resolving any issues.<br>• Partner with sales, production planning, and supply chain teams to address discrepancies in orders or pricing.<br>• Support the sales team by generating quote documentation, conducting pricing analyses, and confirming orders.<br>• Monitor open quotations and convert approved quotes into finalized sales orders.<br>• Ensure compliance with company policies, contract terms, and internal controls for all orders.<br>• Deliver excellent customer service by responding promptly to inquiries and resolving order-related challenges.
  • 2026-03-09T00:00:00Z
Pricing Analyst
  • Minneapolis, MN
  • onsite
  • Permanent
  • 75000 - 95000 USD / Yearly
  • <p>Pricing Analyst</p><p>We are partnering with a fantastic organization to identify a <strong>Pricing Analyst</strong> who will play a key role in driving data-driven pricing strategy and commercial decision making. This role will work cross-functionally with sales, finance, and other stakeholders to provide analytical insights that support customer negotiations, pricing optimization, and business performance. This is a hybrid position located near Minneapolis, MN.</p><p>Key Responsibilities</p><ul><li>Lead pricing analysis for strategic initiatives to generate insights and support decision making</li><li>Partner with sales teams to provide data-driven analysis that supports customer negotiations</li><li>Collect, organize, and analyze complex or ambiguous data sets to identify financial opportunities</li><li>Build and maintain dynamic pricing models, simulations, and analytical tools to evaluate pricing strategies</li><li>Monitor pricing activities, performance trends, and competitive positioning</li><li>Develop and maintain pricing guidelines, policies, and processes</li><li>Collaborate with global counterparts to align pricing tools, policies, and reporting where applicable</li><li>Evaluate customer and contract performance and recommend actions to improve profitability and outcomes</li><li>Support additional projects and responsibilities as needed</li></ul><p><br></p><p><br></p>
  • 2026-03-04T00:00:00Z
Pricing Analyst
  • Saint Paul, MN
  • onsite
  • Temporary
  • 28 - 32.5 USD / Hourly
  • <p>Our client is looking for a Pricing Analyst to take on an exciting job opportunity! The Pricing Analyst will be responsible for assisting with all aspects related to customer pricing. This role will work closely with many departments within the company and will be responsible for verifying information used within the pricing model to ensuring that all customer pricing is accurately maintained. This position is a great opportunity to get a foot in the door with a well-known corporation! This contract position is located in the East Metro.</p><p> </p><p>Duties and Responsibilities:</p><p>- Develop a thorough understanding of the company’s services and the pricing models used</p><p>- Review and validate pricing generated by sales and operations departments before delivery to customer</p><p>- Assist in analyzing project profitability and comparing actual results to pricing models</p><p>- Assist in revising, updating, and improving the pricing model templates as needed and work to simplify them for easier use by other departments</p><p>- Coordinate with operations department to audit pricing of existing customers and identify areas that need attention</p><p>- Monitor upcoming customer renewals and work with appropriate departments to assist in making updates to pricing as needed</p><p> </p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration. </p>
  • 2026-03-12T00:00:00Z
QA Analyst - Mainframe
  • Torrance, CA
  • onsite
  • Temporary
  • 50 - 52.5 USD / Hourly
  • <p>Our client is a leader in their industry and seeing a QA Analyst with expertise in automotive finance, specifically QA with Mainframe experience to join our team in Southern California. In this long-term contract position, you will play a pivotal role in ensuring the accuracy, compliance, and performance of our mainframe-based Customer Account Servicing System. This position involves working on complex systems and requires a hands-on approach to manual testing, defect identification, and test process optimization.</p><p><br></p><p>Responsibilities:</p><p>• Validate updates and upgrades to the Customer Account Servicing System to ensure compliance and functionality.</p><p>• Analyze system bundles to classify changes as enhancements, corrections, or regulatory updates, and select appropriate testing methods.</p><p>• Develop and execute manual test scripts in Quality Center for batch processes, online components, and interface impacts.</p><p>• Perform production file comparisons by replaying data through batch processes and documenting output discrepancies.</p><p>• Plan and implement test enhancements for custom modules to ensure compatibility and stability.</p><p>• Collaborate with business stakeholders to review regulatory items and obtain necessary approvals.</p><p>• Maintain detailed documentation linking test scripts, defects, approvals, and results for audit readiness.</p><p>• Identify and report system defects, conduct root-cause analyses, and work with developers to resolve issues.</p><p>• Manage and organize test data, batch input files, and credentials for mainframe testing environments.</p><p>• Ensure adherence to change control practices and maintain traceability throughout the testing process.</p>
  • 2026-02-25T00:00:00Z
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