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250 results for Aml Kyc Analyst jobs

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>
2026-07-16T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T00:00:00Z

Financial Analyst - Entry Level

Wyomissing, PA
onsite
Temporary / Contract
23 - 29 USD / Hourly
We are looking for a motivated entry-level Financial Analyst to support analytical and reporting activities for a team based in Reading, Pennsylvania. This Long-term Contract position is well suited for someone who enjoys working with financial data, preparing clear insights, and learning the fundamentals of market and business analysis in a structured environment. The role offers hands-on exposure to reporting tools, data review, and financial research while contributing to accurate and timely decision-making. Responsibilities:• Review financial information and data sets to identify trends, variances, and notable changes that support business and market analysis.• Prepare recurring and ad hoc reports that present findings in a clear format for internal stakeholders and team leaders.• Assist with compiling, validating, and organizing data used in financial reporting and performance tracking.• Conduct basic market research using available financial platforms, including Bloomberg Terminal, to gather relevant information and benchmarks.• Support analysts and cross-functional partners by maintaining spreadsheets, updating dashboards, and improving data accuracy.• Compare actual results against expected performance and help document explanations for differences.If interested please send resume to Jim.Kirk@Roberthalf com• Participate in process-related tasks tied to reporting workflows, including updates to tools, templates, or internal procedures when needed.
2026-07-23T00:00:00Z

Financial Analyst/Accountant

Chicago, IL
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
The salary range for this position is $100,000-$105,000 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] You know what’s awesome? PTO. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your PTO. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. Essential Duties and Responsibilities:The ideal candidate will leverage their analytical expertise and retail knowledge to provide actionable insights, manage financial reporting, and support business decision-making. This role requires a strong understanding of retail operations, financial planning, and accounting principles used in the retail industry.<ul><li>Complete various reports for accounting; itemize transactions on various reports into spreadsheets.</li><li>Conduct variance analysis on retail performance, identifying trends and opportunities for improvement.</li><li>Analyze sales, margins, and inventory to provide insights that drive profitability</li><li>Assist in preparing annual budgets and financial forecasts, aligning with retail goals.</li><li>Monitor retail department budgets to ensure adherence and highlight variances</li><li>Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.</li><li>Manage general ledger accounting and ensure compliance with GAAP</li><li>Reconcile accounts related to retail operations, including inventory and accounts payable.</li><li>Track and analyze key retail metrics such as inventory turnover, foot traffic, and basket size.</li><li>Utilize retail POS systems to extract and analyze data.</li><li>Identify and implement opportunities to streamline accounting and reporting processes.</li><li>Enhance retail reporting systems to improve data visibility for stakeholders</li><li>Accounts Receivable:</li><li> - Process and reconcile all customer invoices and payments.</li><li> - Research and resolve customer billing inquiries and disputes.</li><li> - Maintain accurate customer account records.</li><li> - Prepare and analyze monthly accounts receivable aging reports.</li><li> - Assist in the collection of outstanding debts.</li><li>Accounts Payable:</li><li> - Process and reconcile vendor invoices and payments.</li><li> - Maintain accurate vendor records.</li><li> - Prepare and analyze monthly accounts payable reports.</li><li> - Research and resolve vendor payment discrepancies.</li><li> - Assist with vendor relations.</li><li>Sales Tax:</li><li> - Prepare and file monthly/quarterly sales tax returns accurately and on time.</li><li> - Maintain accurate sales tax records and reconciliations.</li><li> - Research and stay updated on sales tax laws and regulations.</li><li> - Assist with audits and tax examinations.</li><li>Developing spreadsheet.</li></ul>
2026-06-26T00:00:00Z

Sr. Financial Operations Analyst

Cedar Springs, MI
onsite
Permanent / Full Time
85000 - 95000 USD / Yearly
We are looking for an experienced financial specialist to support manufacturing and operational performance in Cedar Springs, Michigan. This role blends accounting oversight, cost analysis, and business partnership to help leaders make informed decisions, strengthen controls, and improve financial accuracy. The ideal candidate brings strong analytical judgment, experience in a manufacturing environment, and the ability to translate data into actionable recommendations. Responsibilities: • Oversee financial activities tied to receivables, fixed asset accounting, depreciation tracking, and operational finance reporting. • Analyze product and manufacturing costs, prepare planning insights, and deliver reporting that supports budgeting, forecasting, and performance reviews. • Perform inventory reviews, cycle count audits, and reconciliations to maintain accurate valuation and reliable financial statements. • Develop and update cash flow projections while monitoring trends that may affect short-term liquidity and operating plans. • Evaluate item structures such as bills of materials and operational routings to confirm accurate labor, overhead, and standard cost application. • Support monthly close activities through journal entries, accruals, account reconciliations, and maintenance of strong internal controls. • Partner with plant and operations leaders to identify savings opportunities, improve margins, and advance productivity and continuous improvement initiatives. • Build financial models and operational analyses for pricing, capital investments, capacity planning, and make-versus-buy decisions. • Monitor manufacturing performance indicators such as equipment effectiveness, labor utilization, throughput, and inventory turnover to guide decision-making. • Provide financial support for compliance, audit readiness, policy adherence, and cross-functional business initiatives while helping foster accountability and data-driven performance.
2026-07-09T00:00:00Z

Junior Financial Analyst

Livermore, CA
onsite
Temporary / Contract
35 - 40 USD / Hourly
Our client is seeking a detail-oriented and analytical entry level Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The entry level Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. Key Responsibilities Financial and Cost Analysis Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting Support margin analysis across products and customers to help commercial and operations teams make informed decisions Identify key cost drivers and variances and highlight opportunities for cost optimization Pricing and Margin Support Support pricing analysis for new and existing products, including customer-specific pricing and margin review Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions Financial Reporting and Month-End Close Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries Research and help resolve variances between subledgers and the general ledger Assist with budgeting, forecasting, and financial planning processes Data Integrity and Process Improvement Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis Support improvements to financial reporting templates, reconciliation processes, and analytical workflows Assist with ERP and EPM data extraction, reporting, and reconciliation activities Document processes and support internal and external audit requests as needed If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
2026-07-16T00:00:00Z

Junior Financial Analyst

Concord, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment. Responsibilities<ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul>
2026-07-16T00:00:00Z

AI Business Analyst/Consultant

Piscataway, NJ
remote
Temporary / Contract
39.5865 - 45.837 USD / Hourly
We are looking for an AI Business Analyst/Consultant to join an associations organization in Piscataway, New Jersey. This Long-term Contract opportunity is ideal for someone who can connect business needs with technical execution across AI-driven products, data platforms, and external partnerships. In this role, you will work closely with product, engineering, data science, marketing, and vendor teams to support product delivery, improve issue resolution, and help bring customer-focused solutions to market. Responsibilities: • Act as the primary business resource for assigned AI and data products, building a strong understanding of features, workflows, and business value. • Elicit and organize business and functional needs into clear documentation such as requirement summaries, user stories, process flows, and meeting records. • Collaborate with product leadership to refine priorities, maintain an organized Jira backlog, and ensure work items reflect both business objectives and technical considerations. • Map data movement, decision logic, and integration dependencies to support machine learning capabilities and third-party data solutions. • Review reported product issues, replicate defects, analyze data-related irregularities, and direct well-defined tickets to the appropriate technical teams. • Develop business-focused test scenarios and assist with user acceptance and functional testing to support reliable releases. • Turn complex concepts related to machine learning, generative AI, and simulation-based solutions into language that is meaningful for business stakeholders and customers. • Monitor market activity, competing AI offerings, and industry developments to help shape product positioning and identify opportunities for differentiation. • Provide structured updates to internal stakeholders and coordinate closely with the Product Manager to track timelines, dependencies, and external vendor commitments.
2026-07-16T00:00:00Z

Data Reporting Analyst

Cleveland, OH
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Data Reporting Analyst to support critical HR-related data, reporting, and system operations for an organization based in Cleveland, Ohio. This Long-term Contract position offers the opportunity to work in a hybrid environment while helping maintain reliable data processes, reporting accuracy, and day-to-day system performance across multiple functional areas. The role is well suited for someone who combines strong analytical ability with hands-on experience in enterprise HR systems and can contribute to both operational support and process improvement. Responsibilities: • Oversee daily support activities for HR, payroll, benefits, student employment, and related data systems to help ensure consistent operations. • Investigate and resolve system and data issues across enterprise platforms, partnering with technical teams and business stakeholders as needed. • Coordinate testing efforts for updates, patches, and system enhancements to confirm functionality, accuracy, and compliance. • Administer user access, approval structures, and organizational security settings that affect HR and payroll processes. • Perform data validation, cleanup, reconciliation, and documentation activities to support accuracy across PeopleSoft, Workday, and connected systems. • Develop recurring and on-demand reports, including compliance-focused reporting and responses to formal data requests. • Analyze workflows, reporting structures, and system controls to identify opportunities for stronger efficiency and data quality. • Support activities related to system transition efforts by helping maintain clean data, reliable reporting, and documented processes across platforms.
2026-07-22T00:00:00Z

Senior Financial Analyst

Lyon Station, PA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
The ERP Business Analyst serves as the primary liaison between business stakeholders and ERP delivery teams, specializing in a specific functional area of the business (e.g. Accounting & Finance, Supply Chain, Manufacturing, etc). This role bridges business needs and ERP system capabilities, translating complex requirements into scalable, value driven solutions. The analyst plays a key role in Company's SAP S4Hana implementations, enhancements, and ongoing optimization, ensuring alignment with business processes, enterprise standards, and strategic objectives. Business Analysis & Process Design• Partner with business leaders, business process leads and subject matter experts within the assigned domain to understand solution objectives, challenges, and regulatory/operational constraints.• Elicit, analyze and document business requirements using interviews, workshops, and process reviews.• Develop current state and future state, user stories, process maps, functional requirements, and business rules.• Identify opportunities to standardize, streamline, and optimize business processes / workflows using ERP best practices in a regulated manufacturing environment. ERP & SAP Functional Expertise• Serve as the ERP functional expert for the assigned business domain, with strong working knowledge of SAP solutions relevant to that area.• Translate business requirements into detailed functional specifications for SAP configuration, enhancements, and integrations.• Collaborate with SAP configuration, development, integration, OCM and data teams to design end to end solutions.• Advise stakeholders on SAP capabilities, limitations, design alternatives, and impacts to upstream, downstream and cross stream processes. Project Delivery & Implementation Support• Serve as a functional advisor on designs for Company's initial SAP S4H implementation.• Support ERP initiatives across the full lifecycle: planning, design, build, test, training and deployment.• Lead or support system integration testing (SIT) and user acceptance testing (UAT), including test case development, execution, and defect resolution.
2026-07-05T00:00:00Z

Senior Financial Analyst

Fort Worth, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
Robert Half Finance & Accounting and Kevin Sweet have partnering with a highly respected, industry leader in the distribution and supply chain industry to identify a talented Senior Financial Analyst. This is an outstanding opportunity for an analytical, business-minded finance detail oriented who enjoys partnering with leadership, influencing decision-making, and delivering meaningful financial insights that drive performance. In this highly visible role, you will support a key operating division and serve as a trusted financial partner to business leaders. You will be responsible for analyzing financial performance, developing forecasts, supporting planning initiatives, and helping leadership understand critical business trends, opportunities, and risks. My client offers incredible benefits which includes profit sharing, employee stock option plan and competitive annual salary and bonus! For additional information and consideration, contact Kevin Sweet directly at 682-499-1182 or via email at [email protected] Responsibilities: Analyze financial performance by comparing actual results to budgets and forecasts, identifying trends and explaining key variances. Develop and maintain sales, gross margin, operating expense, and working capital analyses. Prepare, analyze, and distribute monthly financial reporting packages to business leadership. Partner cross-functionally with operational and commercial leaders to provide financial insights and support strategic initiatives. Create financial models, business cases, dashboards, presentations, and ad hoc analyses. Support annual budgeting, quarterly forecasting, and long-range planning processes. Assist leadership in evaluating business performance, identifying opportunities for improvement, and supporting data-driven decision-making. Present financial information and recommendations to stakeholders across the organization. Why Consider This Opportunity? Highly visible role with direct interaction with business leadership. Opportunity to influence strategic decision-making and business performance. Collaborative and employee-focused culture. Strong growth potential within a successful and expanding organization. Competitive compensation and comprehensive benefits package. If you're looking for an opportunity to leverage your analytical expertise, business acumen, and strategic mindset in a dynamic environment, we'd love to connect with you.
2026-07-17T00:00:00Z

Senior Financial Analyst

Central Islip, NY
onsite
Temporary / Contract
55 - 60 USD / Hourly
Senior Financial Analyst (Contract to permanent) Seeking a Senior Financial Analyst to support financial reporting, supply chain analysis, and process improvement initiatives for an acquisitive company in the consumer goods industry. This role requires advanced Excel skills, strong analytical capabilities, and experience automating reporting processes. <ul><li>Responsibilities Validate and reconcile financial reports to ensure accuracy. Perform freight cost and distribution optimization analysis. </li><li>Support integration activities, including SKU rationalization and business process integration. </li><li>Develop and automate reports using advanced Excel. </li><li>Create and maintain process documentation and standard operating procedures. </li><li>Partner with Finance and Operations to identify process improvements and drive efficiencies. </li></ul>
2026-07-13T00:00:00Z

Senior Financial Analyst

Englewood, CO
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
We are looking for a Senior Financial Analyst to join a growing organization in DTC. This position will play a key role in evaluating financial performance across products, promotions, and service areas while delivering reporting that supports business decisions. The ideal candidate brings strong analytical judgment, advanced spreadsheet skills, and the ability to translate financial data into clear insights for leadership. Responsibilities:• Evaluate the financial results of both established and developing product offerings, with close attention to margin performance and cost drivers.• Assess promotional investments and service-related expenses to identify trends, risks, and opportunities for improved profitability.• Build and maintain financial models, including profit and loss projections and balance sheet analyses, to support planning and decision-making.• Prepare recurring and ad hoc management reports that summarize forecasts, operating results, and key business metrics.• Conduct budget-to-actual variance reviews and explain performance differences for leaders at multiple levels of the organization.• Develop forward-looking forecasts using Excel-based analysis to help management anticipate financial outcomes and business needs.• Safeguard sensitive financial records and ensure confidential information is handled with discretion and accuracy.
2026-07-23T00:00:00Z

Salesforce CRM Data Governance & Account Quality Analyst

Westchester, IL
remote
Temporary / Contract
52.25 - 60.5 USD / Hourly
We are looking for a detail-oriented Salesforce CRM Data Governance & Account Quality Analyst to strengthen the integrity of customer account data in Salesforce for a Long-term Contract position based in Westchester, Illinois. In this role, you will help build reliable account data practices by reviewing records for accuracy, improving governance standards, and supporting scalable processes that enhance reporting, ownership alignment, and account visibility. You will collaborate with cross-functional teams to investigate data issues, validate account information, and recommend practical improvements that support consistent account management across the organization. Responsibilities: • Partner with business and operational teams to shape account data standards, required record attributes, and structured criteria for new account setup. • Analyze large Salesforce datasets to uncover duplicate records, incomplete account details, hierarchy conflicts, and other data issues affecting account quality. • Investigate recurring data problems, determine underlying causes, and document recommendations that strengthen ongoing data stewardship practices. • Verify company names, addresses, ownership assignments, industry designations, and parent-child relationships using internal references and external research sources. • Support duplicate management efforts by refining detection logic, evaluating merge candidates, and applying record consolidation guidelines to preserve the most reliable account data. • Carry out account remediation activities such as standardizing naming conventions, correcting ownership and hierarchy details, and resolving incomplete or inaccurate account information. • Maintain process documentation, governance procedures, and business rules related to account validation, duplicate review, and stewardship workflows. • Build dashboards, scorecards, and trend reporting to track data quality performance, remediation backlogs, and validation progress, then present insights to stakeholders. • Assist with exception handling and downstream impact reviews when account merges or record corrections require careful coordination across related processes.
2026-07-10T00:00:00Z

IT Asset/Hardware Analyst

Barefoot Beach, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an Desktop Analyst to support hardware lifecycle activities and asset governance. This Long-term Contract position is ideal for someone who is detail oriented and can manage inventory accuracy, coordinate technical support needs, and work closely with business and IT teams to keep end-user equipment and related processes running smoothly. The role requires strong attention to detail, effective communication, and the ability to balance day-to-day operational priorities with assigned projects. Responsibilities:• Maintain accurate records for company-owned hardware and technology assets, including inventory tracking, assignments, and status updates throughout the asset lifecycle.• Provide hands-on support for desktops and laptops in an enterprise setting, helping to resolve issues related to device setup, usage, and replacement needs.• Partner with technical teams, managers, and business stakeholders to clarify operational needs and translate them into practical support and asset management actions.• Coordinate assigned initiatives and ensure project-related tasks are completed on schedule, with clear follow-up and minimal oversight.• Support software and hardware compliance efforts by monitoring asset inventory details, license-related information, and documentation standards.• Collaborate with team members to manage service requests, operational workloads, and project deliverables while maintaining service quality.• Use ticketing and service management platforms to document work, track requests, and communicate progress to end users and internal partners.• Assist employees across multiple business areas, including branch operations, sales, marketing, finance, customer support, and field services, with hardware and asset-related needs
2026-07-16T00:00:00Z

Senior HRIS Analyst

Tucson, AZ
onsite
Temporary / Contract
0 - 0 USD / Yearly
Robert Half is partnering with a growing organization seeking a Senior HRIS Analyst to support and enhance its HR technology landscape. This role will serve as a key partner to HR and business leaders, driving system optimization, reporting, analytics, and process improvements across the employee lifecycle. Responsibilities:<ul><li>Serve as a subject matter expert for HRIS platforms and related HR technologies</li><li>Configure, maintain, and optimize HR system functionality</li><li>Build and maintain reports, dashboards, and workforce analytics</li><li>Support system upgrades, testing, implementations, and integrations</li><li>Partner with HR, Payroll, Talent Acquisition, and IT teams to identify process improvements</li><li>Ensure data integrity and compliance across HR systems</li><li>Analyze business requirements and recommend technology solutions</li></ul>
2026-07-14T00:00:00Z

Business Intelligence Analyst

Jacksonville, FL
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are seeking a Business Intelligence Analyst to support reporting, dashboard development, data analysis, and process improvement initiatives. This person will be responsible for gathering business requirements, building and maintaining Power BI dashboards, creating SQL-based reports, analyzing data trends, and helping stakeholders make informed business decisions.The ideal candidate will be comfortable working with data from multiple sources, translating business needs into clear reporting solutions, and partnering with both technical and non-technical teams. This role will also support automation and workflow improvements using low-code platforms and other business tools to streamline reporting and operational processes.
2026-07-08T00:00:00Z

Wealth Analyst - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment. This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform. Responsibilities<ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-21T00:00:00Z

LIHTC Credit Analysis Manager

Chicago, IL
onsite
Permanent / Full Time
110000 - 130000 USD / Yearly
The salary range for this position is $110,000 - $130,000 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]. Essential Duties <ul><li>Responsible for initial credit review of projections for new project bids, as assigned, to ensure accurate inputs and outputs in the excel model.</li><li>Utilize the bid review system to request additional information and clarification during the bid review process.</li><li>Responsible for reviewing and troubleshooting all aspects of the projections for assigned projections throughout the project life cycle, including during bid review, underwriting and investor review.</li><li>Responsible for timely review and comment on projections in conjunction with the preparation of the Investment Proposal, and preclosing for assigned projects.</li><li>Recommend changes, if applicable, that may enhance yield or address structuring issues</li><li>Manage investor and credit requests for stress analyses for multi-fund closings and Investment Proposal packages.</li><li>Conduct closing audit of each assigned project as part of the closing to ensure projections accurately reflect technical and business terms.</li><li>Work with the Lower Tier change team to update models and track requested changes.</li><li>Manage LT change requests, as assigned.</li><li>Assist other departments, including Fund Accounting and Investor Relations, in evaluating and modeling any unique requirements for assigned projects.</li></ul>
2026-07-02T00:00:00Z

Business Intelligence (BI) Analyst

Honolulu, HI
onsite
Permanent / Full Time
75000 - 90000 USD / Yearly
We are looking for a collaborative Business Intelligence (BI) Analyst to support technology operations and data-driven improvements for a construction-focused organization in Honolulu, Hawaii. This position works closely with a hands-on IT team to strengthen daily system performance, assist end users, and contribute to ongoing infrastructure and security enhancements. The role is well suited for someone who enjoys balancing responsive technical support with continuous process improvement in an evolving environment. To apply for this role, please call Melissa at 808.452.0254. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements. Responsibilities:• Partner with internal IT staff to maintain reliable network, server, and end-user technology across the organization.• Configure, monitor, and troubleshoot core infrastructure components, including switches, gateways, firewalls, wireless connectivity, VLANs, and IP-based services.• Support identity and access administration by managing user accounts, permissions, policy settings, and related directory services.• Help administer Microsoft 365, Exchange environments, virtualization platforms, and backup systems to promote stability and recoverability.• Resolve Tier 1 and Tier 2 technical issues involving desktops, thin clients, mobile devices, and essential business applications.• Prepare, deploy, refresh, and document workstations and other devices throughout the hardware lifecycle.• Provide functional support for specialized platforms such as AutoCAD, Trimble solutions, BIM360, CAMduct, and cloud-based operational systems.• Maintain asset records, warranty details, equipment assignments, and organized inventory storage for IT hardware.• Contribute to infrastructure modernization projects, including server room organization, cable management, equipment retirement, and secure disposal of legacy technology.
2026-07-01T00:00:00Z

Business Intelligence (BI) Analyst

Centennial, CO
onsite
Temporary / Contract
38 - 44 USD / Hourly
We are looking for a Business Intelligence (BI) Analyst to join a finance-focused team in Englewood, Colorado on a Long-term Contract assignment. In this role, you will help keep reporting operations stable and accurate by managing production dashboards, resolving data issues, and supporting business users across client-facing reporting needs. This opportunity is well suited for someone who combines strong Power BI expertise with hands-on troubleshooting skills and a careful approach to data validation. You will work closely with reporting stakeholders and technical partners to maintain dependable insights and improve the overall quality of the reporting environment. Responsibilities: • Manage ongoing operational and external-facing reporting deliverables, ensuring outputs are timely, accurate, and aligned with business expectations. • Maintain and support live Power BI reporting environments by identifying issues, resolving disruptions, and preserving day-to-day reporting continuity. • Analyze dashboard errors, reporting inconsistencies, and data variances to determine root causes and implement effective fixes. • Review report results against source information to confirm metric accuracy and maintain consistency across client-visible reporting. • Investigate reporting problems by examining Power BI assets, SQL Server data structures, and upstream data sources. • Deconstruct existing reports and dashboards to understand calculation logic, data relationships, and reporting behavior. • Work directly with business partners to address reporting questions, clarify requirements, and provide practical issue resolution. • Keep reporting documentation current and contribute to sound data governance practices that support auditability and reliability. • Coordinate with the lead reporting developer to uphold reporting standards and contribute to ongoing enhancements. • Track data quality trends and take action to protect the dependability of production reporting outputs.
2026-07-22T00:00:00Z

Business Analyst

New York, NY
remote
Temporary / Contract
45 - 50 USD / Hourly
We are looking for a Contract Business Analyst to support supply chain and operations initiatives in New York, NY. This role partners closely with procurement, logistics, warehousing, and technology teams to turn operational challenges into practical reporting and data solutions. The ideal candidate combines strong business analysis capabilities with hands-on experience in analytics tools, process evaluation, and cross-functional collaboration. This position is well suited for someone who can connect business priorities with actionable insights in a complex outsourced operating environment. Responsibilities:• Partner with supply chain, procurement, logistics, and warehouse stakeholders to gather needs, define priorities, and translate operational goals into clear analytical requirements.• Build and refine dashboards, reports, and performance views that improve visibility into inventory movement, partner performance, and service outcomes across the network.• Evaluate current workflows, identify process gaps, and recommend improvements that strengthen data accuracy, reporting consistency, and decision-making.• Work with technology and data teams in an Agile environment to document user stories, clarify acceptance criteria, and support solution delivery.• Perform document review and business process analysis to ensure requirements, metrics, and reporting logic are aligned with operational objectives.• Monitor data quality issues, investigate discrepancies, and help establish controls that improve trust in supply chain and operations reporting.• Facilitate communication between business users and technical teams to ensure solutions are practical, scalable, and aligned with business expectations.• Support ongoing analytics initiatives by applying structured problem-solving and gap analysis to uncover trends, risks, and improvement opportunities.
2026-07-22T00:00:00Z

Business Analyst

Columbus, OH
remote
Temporary to Hire
0 - 0 USD / Yearly
We are looking for a Business Analyst to join a contract opportunity with permanent potential in Columbus, Ohio. This position supports Agile technology initiatives by translating business needs into clear functional direction while helping teams stay organized and delivery-focused. The role works closely with stakeholders and technical partners to shape requirements, guide sprint execution, and keep work aligned with business priorities. Responsibilities: • Translate stakeholder goals into well-defined business and functional requirements that support solution design and delivery. • Lead Agile team events such as sprint planning sessions, daily check-ins, reviews, and retrospectives to promote steady progress. • Develop user stories, acceptance criteria, workflow diagrams, and supporting documentation that give teams clear implementation guidance. • Collaborate across business units, developers, quality assurance teams, and project leadership to move initiatives forward effectively. • Maintain and refine the product backlog, ensuring priorities reflect business value and current project needs. • Surface delivery risks, help resolve team blockers, and recommend improvements that strengthen team processes over time. • Monitor project activity and provide timely updates so stakeholders remain informed on progress, issues, and next steps.
2026-07-21T00:00:00Z

Business Analyst

Oklahoma City, OK
onsite
Temporary / Contract
31.6635 - 36.663 USD / Hourly
We are looking for a Business Analyst to support a major enterprise transformation initiative in Oklahoma City, Oklahoma. This Long-term Contract opportunity is ideal for someone who can work closely with stakeholders and project teams to define business needs, improve workflows, and help deliver effective solutions across key operational areas. The role requires strong communication skills, sound analytical judgment, and the ability to bridge business priorities with technical execution. Responsibilities: • Lead discovery sessions with stakeholders to collect, clarify, and organize business and functional needs. • Produce clear documentation such as process maps, workflow diagrams, use cases, and user stories to support project delivery. • Evaluate current operations to identify gaps, inefficiencies, and opportunities for process and system improvement. • Collaborate with technical teams to convert business objectives into actionable functional specifications. • Support testing efforts by preparing validation scenarios, tracking defects, and assisting with user acceptance activities. • Maintain organized project artifacts and ensure requirements remain traceable from initial intake through implementation. • Contribute to implementation efforts by helping users adapt to new processes and supporting change readiness activities. • Work across business and technical groups to resolve issues, answer questions, and keep project deliverables aligned with expectations.
2026-07-08T00:00:00Z

Business Analyst

Newport Beach, CA
remote
Permanent / Full Time
125000 - 135000 USD / Yearly
We are looking for an experienced Business Analyst to support enterprise process improvement initiatives in Newport Beach, California. This role will work closely with operational leaders and technology teams to shape effective solutions using Microsoft Dynamics 365 Customer Engagement and the Power Platform. The position focuses on translating business goals into practical system capabilities, improving workflows, and driving measurable results across customer-facing functions. Responsibilities: • Partner with business leaders and technical teams to gather, clarify, and prioritize functional needs for Microsoft Dynamics 365 Customer Engagement initiatives. • Analyze current workflows, identify process gaps, and recommend scalable improvements that increase efficiency across sales, service, and field operations. • Convert business objectives into detailed requirements, user stories, process maps, and supporting documentation for delivery teams. • Collaborate with developers, architects, and project stakeholders to design and refine solutions built on Dynamics 365 and Power Platform tools. • Support implementation efforts by validating configurations, coordinating user acceptance testing, and ensuring solutions align with operational expectations. • Help establish adoption strategies, usage standards, and governance practices that promote consistent and effective platform utilization. • Facilitate communication between technical and non-technical stakeholders to keep projects aligned, informed, and moving forward. • Monitor solution performance after deployment, gather feedback from users, and drive ongoing enhancements based on business value. • Contribute to integration planning for Dynamics 365 with Microsoft applications, Azure services, or external systems when required.
2026-07-16T00:00:00Z

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