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197 results for Banking And Financial Markets Associate jobs

Finance Operations Associate

Chicago, IL
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
The salary range for this position is $100,000 to $105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. Fast-Track Career Advancement Opportunity (This position is expected to advance quickly within the company over the next few months.) Responsibilities: <ul><li>Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics</li><li>Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties</li><li>Perform representative daily activities that include:</li><li>Maintain data integrity within borrowing bases for effective administration of credit facilities;</li><li>Process waterfalls for accurate tracking and payment of principal and interest collections;</li><li>Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure;</li><li>Establish dashboards and processes to satisfy a variety of reporting needs;</li><li>Compile and monitor key portfolio ratios and metrics; and</li><li>Monitor fund liquidity and manage fund cash positions</li><li>Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis</li><li>Liquidity management and cash forecasting for the Funds</li><li>Maintain pricing models used by deal teams to analyze return and leverage projections for loan originations</li><li>Interface with all areas of the organization (underwriting, operations, originations, capital formation, debt capital markets, investor services, IT, etc.) as needed</li><li>Produce investor reporting deliverables, due diligence requests, exposure reports and other ad hoc investor reporting requirements</li><li>Produce management reporting & special projects for internal stakeholders as needed</li></ul>
2026-07-09T00:00:00Z

M&A Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 140000 USD / Yearly
*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info. This is an exciting opportunity for someone eager to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M&A transactions. This role offers hands-on experience in financial due diligence within a collaborative environment. The firm provides strong career growth opportunities, excellent benefits, commuter support, and a culture that promotes both professional and personal development. Responsibilities<ul><li>Analyze financial statements, cash flows, and overall financial health of target companies.</li><li>Work closely with both junior and senior team members to manage projects.</li><li>Build financial models and prepare deliverables using Excel.</li><li>Handle multiple projects simultaneously and adapt to new challenges.</li><li>Provide clear financial insights and prepare presentations for clients.</li></ul>*Reach out to Ren Friedman via LinkedIn or email (ren.friedman at roberthalf) for immediate consideration and additional info.
2026-06-25T00:00:00Z

Accounting & Finance Associate

Chicago, IL
onsite
Permanent / Full Time
100000 - 105000 USD / Yearly
The salary range for this position is $100,000-$105,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] 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. Job Description: This individual will assist the Controller in all fund and company-related accounting and reporting duties. The qualified candidate must have demonstrated experience in general ledger maintenance, understanding of GAAP accounting principles, and the ability to work both independently and as part of a busy team. Responsibilities: • Monitor cash balances of multiple Funds, GPs, and the management company• Initiate wire transfers and ACH payments to vendors, investors, and employees• Assist with quarterly financial statement packages to investors • Assist in managing audit and tax engagements• Assist in drafting Capital Call Notices and Distribution Notices for multiple Funds and GPs• Review monthly bills for payment and calculate allocation of expenses• Create bills for quarterly monitoring fees and portfolio company reimbursements• Prepare monthly bank reconciliations and bank fee analysis (cash and other assets) and record journal entries for approximately 15 partnerships• Compile monthly cash transfer logs (external, internal and wire confirmations)• Create monthly restricted stock list and other compliance related items • Maintain various files and records, ensuring organization and relevance
2026-06-11T00:00:00Z

Capital Markets Analyst

New York, NY
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
Join a well-established finance organization with a strong reputation for delivering flexible solutions to businesses across a wide range of industries. Known for its collaborative culture and long-term client partnerships, this growing firm is committed to supporting business expansion through innovative financing strategies and exceptional financial expertise. Our client is currently looking for a Capital Markets Analyst to join their Corporate Finance team. This is an excellent opportunity for a finance professional who enjoys working on complex transactions, financial modeling, and strategic initiatives, in a fast-paced, collaborative environment. The role offers significant exposure to senior leadership while supporting the firm's financing strategy and long-term growth. Responsibilities:· Support capital raising initiatives throughout the transaction lifecycle· Prepare investor presentations, marketing materials, and company presentations· Assist with financial modeling, valuation analysis, forecasting, and capital structure analysis· Coordinate due diligence requests and manage transaction documentation· Assist with strategic planning and corporate finance initiatives· Help maintain relationships with financing partners, investors, and other key stakeholders· Contribute to budgeting, forecasting, treasury, and other ad hoc financial projects For immediate consideration please contact Alex.Muzaurieta@roberthalf.
2026-06-30T00:00:00Z

Accounting Associate

Chicago, IL
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
The salary range for this position is $90,000- $100,000 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] NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. Job Description:This position will be focused exclusively on the equity funds managed by the firm. This is a newly created position due to continued growth of the firm; it is expected that a successful candidate will be able to expand his/her responsibilities over time. • Interpret fund agreements in order to determine impact on financial reporting and partner capital accounting requirements• Prepare fund level financial statements including balance sheet, schedule of investments, income statement, statement of changes in partners’ capital and cash flows• Prepare required footnotes to financial statements• Prepare investor-level capital account statements• Prepare management fee computations• Preparation of capital calls and distributions, including fund waterfall calculation• Respond to limited partner inquires and additional ad-hoc requests•Prepare required deliverables for year-end financial statement audits• Perform quarterly closing, including quarter-end journal entries
2026-06-25T00:00:00Z

Accounting Associate

Chicago, IL
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
The salary range for this position is $70,000-$85,000 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 Accounting Associate. 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. We are offering an exciting opportunity in Chicago, Illinois, for an Accounting Associate who will have a pivotal role in our team. As an Accounting Associate, your primary focus will be on transactional duties related to Accounts Payable (AP) and Accounts Receivable (AR), as well as assisting with special projects. This role is based in a dynamic environment, where you will be processing client payments, coding invoices for payment, and managing company credit card processing. Responsibilities:• Oversee the application and research of client payments and the preparation of deposits• Process and apply coding to invoices for payment• Assist in the management of Employee Expense and Company Credit Card processing• Prepare and enter related journal entries accurately• Manage and maintain accurate customer credit records• Assist the Accounting Manager and Controller with special projects as necessary• Ensure all processing and reporting deadlines are met• Utilize skills in Account Reconciliation, Accounts Payable (AP), Accounts Receivable (AR), Billing, Data Entry, Invoice Processing, Microsoft Excel, Oracle, QuickBooks, SAP.
2026-07-09T00:00:00Z

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent / Full Time
68000 - 75000 USD / Yearly
We are looking for a detail-oriented Business Analyst - Financial Services to support operational teams and contribute to process improvement initiatives in Carpinteria, California. This role combines day-to-day analytical support with project coordination, quality review activities, and partnership across operations and technology teams. The ideal candidate is comfortable working in a fast-paced financial services environment, identifying trends, and helping drive practical solutions that improve accuracy, efficiency, and service quality. Responsibilities: • Provide operational support across multiple desks based on business demand, building the flexibility to assist in different functional areas as priorities shift. • Lead and contribute to intermediate-level business analysis assignments, including special projects, recurring reviews, and process-focused initiatives. • Perform periodic quality control activities involving items such as fees, statements, and net change reporting to help maintain accuracy and consistency. • Coordinate annual operations audit activities by organizing information, tracking progress, and helping ensure timely completion of required deliverables. • Serve as a link between operations stakeholders and technology teams by documenting business needs, supporting work plan coordination, and assisting with testing and issue tracking. • Review operational and system-related patterns to identify risks, inefficiencies, or recurring problems, then present practical recommendations to management. • Process departmental service and research requests while maintaining responsiveness and accuracy in follow-through. • Partner with department leaders to evaluate workflows, uncover process gaps, and suggest enhancements that strengthen controls, training, and overall performance. • Remain prepared to perform essential responsibilities remotely when business continuity needs require off-site support.
2026-07-07T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Accountant to join our clients team in Des Moines, Iowa. In this role, you will play a key part in the preparation and review of financial statements, ensuring compliance with regulatory standards and supporting quarterly and annual reporting processes. This position offers the opportunity to collaborate closely with external auditors and contribute to process improvement initiatives within the financial reporting domain. Responsibilities:• Support the quarterly financial statement close process by preparing and reviewing reconciliations and analysis files.• Assist in the creation and review of financial statements and other regulatory filings, including Form 10-Q and Form 10-K.• Collaborate with external auditors to facilitate audits and reviews effectively.• Participate in the preparation of presentations and proxy statements for stakeholders.• Contribute to the improvement of financial reporting processes to enhance efficiency and accuracy.• Maintain compliance with SEC reporting requirements and ensure accurate documentation.• Engage in actuarial and related discussions to support financial decision-making.• Perform additional tasks as assigned to support the financial reporting team.A
2026-06-12T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
60000 - 75000 USD / Yearly
🚨 Iowa-Based Finance Professionals – Let’s Talk (100% Remote) 🚨Are you currently in banking or credit union finance and thinking about what’s next—but not actively looking?I’m partnering with a client on a unique, flexible opportunity that can be shaped around your strengths 👇💼 What makes this role stand out:✅ 100% remote (must reside in Iowa / Illinois)✅ Flexible scope – not a “one-size-fits-all” position✅ Ability to focus in Budgeting & Forecasting or CECL / Loan Loss Accounting✅ Exposure to both month-end reporting and strategic initiatives✅ Strong mix of structure + project-based work 📊 Two potential focus areas:Budgeting & Forecasting (more independent ownership, planning-focused)CECL / Loan Accounting (modeling, assumptions, regulatory reporting) 👤 Who this is perfect for:Experience in a bank or credit unionBackground in:Financial reportingBudgeting/forecastingCECL or loan loss accounting Someone who enjoys variety in their month—from structured reporting cycles to process improvement and long-term initiatives 💡 Whether you’re a Senior ready to flex across both areas or an Analyst looking to deepen your expertise, this team is open to aligning the role with your strengths. 📩 If you’re open to hearing more (confidentially), send me a message!
2026-06-12T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
🚨 Hot Opportunity Alert! 🚨💼 Are you ready to take your career to the next level? 💼We’re on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking). 🚀👉 Why Make the Leap? 👈🌟 Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you’re not just a number.💡 Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No “cookie-cutter” days here—your insight will shape projects, reporting, and profitability across the organization.🛠️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that’s building something extraordinary.📈 Career Growth Awaits: If you have a vision, they’ll empower you to act on it. Develop with a company that’s willing to innovate and invest.👉 The Role Highlights:✔️ Be the bridge for financial intelligence—help turn data into actionable insights.✔️ Dive into analytics-heavy initiatives—profitability, forecasting, budgeting, and month-end processes.✔️ Collaborate with product and channel managers to refine decision-making tools.✔️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.✔️ Not just "doing" the work but enhancing and molding the organization’s path forward.🌍 Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.🫶 Why Now?This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you’re gainfully employed but looking for somewhere to grow, collaborate, and make an impact—this is it. Let’s discover some mutual possibilities 🌟
2026-06-19T00:00:00Z

Executive Assistant, Commercial Banking

New Canaan, CT
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Executive Assistant & Corporate Governance CoordinatorCommercial Banking / Financial ServicesA growing financial institution is seeking a highly polished Executive Assistant & Corporate Governance Coordinator to provide strategic administrative support to executive leadership while overseeing board governance activities. This position serves as a key liaison among senior executives, directors, regulators, and external stakeholders, ensuring effective communication, organization, and execution of critical corporate initiatives.Primary ResponsibilitiesExecutive Leadership Support<ul><li>Coordinate complex schedules, meetings, travel arrangements, and executive priorities for senior leadership, ensuring alignment with organizational objectives and key business initiatives.</li><li>Prepare executive briefings, reports, presentations, and correspondence while monitoring incoming communications and escalating matters as appropriate.</li><li>Facilitate interactions between executive leadership and internal stakeholders by organizing agendas, meeting materials, and follow-up activities.</li><li>Anticipate scheduling conflicts, shifting priorities, and emerging issues to ensure leaders remain focused on strategic business matters.</li><li>Support special projects and enterprise-wide initiatives requiring executive oversight and cross-functional coordination.</li></ul>Board & Committee Operations<ul><li>Oversee the administration of board and committee meetings, including annual planning, meeting logistics, director communications, and distribution of confidential materials.</li><li>Assemble board packages and supporting documentation by partnering with business leaders to gather, review, and organize meeting content.</li><li>Maintain governance calendars, meeting schedules, attendance records, committee assignments, and director information.</li><li>Capture meeting discussions, decisions, resolutions, and action items while monitoring progress on outstanding deliverables.</li><li>Manage board portal administration and ensure timely, secure access to governance materials.</li></ul>Governance & Corporate Secretary Administration<ul><li>Support corporate governance activities by maintaining records, policies, resolutions, and other official documentation.</li><li>Assist with regulatory and public-company governance requirements, including director questionnaires, annual disclosures, proxy-related materials, and governance reporting.</li><li>Coordinate director onboarding activities and serve as a point of contact for board-related requests and inquiries.</li><li>Monitor governance deadlines and assist in maintaining compliance with applicable corporate, regulatory, and industry requirements.</li><li>Partner closely with legal, compliance, finance, and executive leadership teams to support governance best practices.</li></ul>
2026-06-16T00:00:00Z

Credit Asset Management Associate - ABS / Structured Finance

Manhattan, NY
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
Robert Half Financial Services are hiring for an Asset Management Associate role for a Private Credit Investment firm located in midtown Manhattan New York. Our client requires 2+ years Credit Analysis, Credit Risk or Structured Finance experience at an Investment/Lending firm, Ratings Agency or Bank. Must have knowledge of Asset Backed Financing, ABS or Structured Credit; and strong Financial Modeling/Excel skills. The role requires 5 days per week in the midtown Manhattan office. The Asset Management team is responsible for data management, risk management, enhancing the ability to analyze trends, apply insights across portfolios (existing and new), automate operational systems, and support continued growth. Responsibilities:<ul><li>Ongoing surveillance and risk management of investments</li><li>Leveraging internal and external data (e.g. servicer data, credit bureau data, financial accounting data, marketing data, etc.) to create best-in-class reporting</li><li>Investigate and provide detailed responses to ad hoc management reporting requests</li><li>Identify and analyze general market and specific portfolio trends to inform risk management decisions</li><li>Work with FP&A and management to create and maintain risk adjusted returns framework, including loss forecasting and portfolio analytics</li><li>Interface and coordinate with internal and external stakeholders</li></ul>
2026-06-22T00:00:00Z

Financial Systems Analyst

Fort Worth, TX
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
We are seeking a highly motivated NetSuite - Financial Systems Analyst to support our growing finance and accounting operations. This role will serve as a key liaison between Accounting, Finance, and Leadership teams, focusing on financial operations, reporting, audits, and the ongoing optimization of our NetSuite environment following a recent ERP migration. The ideal candidate will combine strong accounting expertise with hands-on NetSuite experience, including reporting, CRM functionality, system customization, user adoption, and process improvements. This individual will play a critical role in ensuring accurate financial reporting, supporting audits, and driving efficiency across finance-related systems and workflows. Key Responsibilities<ul><li>Manage day-to-day accounting activities, including general ledger, account reconciliations, month-end close, and financial reporting.</li><li>Develop, maintain, and enhance financial reports, dashboards, and saved searches within NetSuite.</li><li>Support internal and external audit processes by preparing schedules, reports, and supporting documentation.</li><li>Partner with Finance and Leadership teams to improve financial visibility and reporting capabilities.</li><li>Act as a key stakeholder in post-NetSuite implementation initiatives, including system enhancements, integrations, user adoption, and process optimization.</li><li>Collaborate with business leaders to identify opportunities for automation and workflow improvements.</li><li>Support contract review, client billing processes, revenue tracking, and engagement reporting.</li><li>Ensure financial data integrity and compliance with internal controls and accounting standards.</li><li>Utilize NetSuite CRM functionality to support client engagement tracking, reporting, and operational processes.</li><li>Assist with ERP troubleshooting, testing, documentation, training, and user support.</li><li>Analyze financial and operational data to provide actionable business insights and recommendations.</li></ul>
2026-07-02T00:00:00Z

Financial Systems Analyst

San Antonio, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are seeking a highly motivated NetSuite - Financial Systems Analyst to support our growing finance and accounting operations. This role will serve as a key liaison between Accounting, Finance, and Leadership teams, focusing on financial operations, reporting, audits, and the ongoing optimization of our NetSuite environment following a recent ERP migration. The ideal candidate will combine strong accounting expertise with hands-on NetSuite experience, including reporting, CRM functionality, system customization, user adoption, and process improvements. This individual will play a critical role in ensuring accurate financial reporting, supporting audits, and driving efficiency across finance-related systems and workflows. Key Responsibilities<ul><li>Manage day-to-day accounting activities, including general ledger, account reconciliations, month-end close, and financial reporting.</li><li>Develop, maintain, and enhance financial reports, dashboards, and saved searches within NetSuite.</li><li>Support internal and external audit processes by preparing schedules, reports, and supporting documentation.</li><li>Partner with Finance and Leadership teams to improve financial visibility and reporting capabilities.</li><li>Act as a key stakeholder in post-NetSuite implementation initiatives, including system enhancements, integrations, user adoption, and process optimization.</li><li>Collaborate with business leaders to identify opportunities for automation and workflow improvements.</li><li>Support contract review, client billing processes, revenue tracking, and engagement reporting.</li><li>Ensure financial data integrity and compliance with internal controls and accounting standards.</li><li>Utilize NetSuite CRM functionality to support client engagement tracking, reporting, and operational processes.</li><li>Assist with ERP troubleshooting, testing, documentation, training, and user support.</li><li>Analyze financial and operational data to provide actionable business insights and recommendations.</li></ul>
2026-07-02T00:00:00Z

Financial & Accounting Analyst

Seaside, CA
onsite
Permanent / Full Time
80000 - 93000 USD / Yearly
We are looking for a Financial & Accounting Analyst to join a mission-driven non-profit organization in Monterey, California. This role supports financial reporting, budgeting, audit readiness, and analytical projects that help leaders make informed decisions across the organization. The ideal candidate brings strong analytical capability, sound accounting knowledge, and the ability to translate complex financial information into clear, useful insights for a range of stakeholders. Responsibilities:• Partner with managers and department leaders to evaluate revenue performance, spending patterns, and capital activity across the organization.• Gather information from accounting and reporting platforms, interpret results, and deliver meaningful financial insights to leadership and operational teams.• Contribute to annual audit preparation by assembling schedules, addressing auditor inquiries, and helping keep the process on track.• Produce quarterly financial statements, review supporting records, and help ensure accuracy and completeness in reporting.• Manage accounting activities related to debt obligations and bond transactions, including reconciliations and required compliance documentation.• Maintain lease accounting records in alignment with applicable reporting standards and organizational policies.• Build financial analyses, dashboards, forecasts, and presentation materials to support executive and board-level decision-making.• Support budgeting, long-range planning, cash flow monitoring, payroll reconciliations, cost allocation analysis, and the ongoing improvement of internal controls and accounting procedures. Posted by Recruiting Director Scott Moore
2026-07-10T00:00:00Z

Real Estate Financial Analyst

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a Real Estate Financial Analyst to support investment decision-making through rigorous financial evaluation and market-informed analysis. This role is based in Dallas, Texas, and is ideal for a finance specialist who can translate property and portfolio data into clear business insights. The position will partner with stakeholders to assess performance, build forecasting tools, and strengthen reporting that guides real estate strategy. Responsibilities: • Build and maintain detailed Excel-based models to evaluate property performance, investment returns, and financial scenarios. • Examine operating results and investigate variances between actual outcomes, budgets, and forecasts to identify key business drivers. • Conduct ad hoc analyses that help leadership assess acquisitions, asset performance, and strategic opportunities across the portfolio. • Gather, organize, and interpret large data sets from multiple sources to support accurate reporting and sound financial recommendations. • Prepare financial summaries, dashboards, and presentations that communicate trends, risks, and opportunities to internal stakeholders. • Partner with finance and real estate teams to develop forecasts, budgets, and performance metrics for assets and projects. • Review assumptions used in valuation and underwriting models to improve consistency, accuracy, and decision support. • Support process improvements in analytical workflows and reporting tools to enhance efficiency and data reliability.
2026-06-24T00:00:00Z

Workday Financials Business Analyst

San Ramon, CA
remote
Temporary / Contract
80 - 95 USD / Hourly
Robert Half Management Resources is looking for a Workday Financials Business Analyst to support banking and treasury activities within Workday for one of our clients on an interim basis. This long-term contract position is ideal for a finance-focused candidate who can connect accounting accuracy, treasury operations, and system functionality to support reliable financial outcomes. The role partners across Finance, Treasury, IT, and banking stakeholders to strengthen configuration, reconciliation processes, and reporting quality. Responsibilities:• Configure and maintain Workday banking functions, including bank account structures, connectivity settings, and payment file formats to support daily operations.• Oversee reconciliation activities by aligning bank transactions with accounting records and resolving discrepancies that affect cash reporting and ledger accuracy.• Support treasury processes such as cash transfers, liquidity tracking, pooling activity, and intercompany movement within the Workday environment.• Gather and document business needs from Finance, Treasury, IT, and banking partners, translating operational requirements into clear functional specifications.• Lead functional workstreams by monitoring timelines, surfacing risks, and driving issue resolution to keep deliverables on schedule.• Partner with stakeholders to improve cash-to-book workflows and strengthen controls around banking transactions and financial reporting.• Analyze banking-related system behavior and recommend configuration or process adjustments that enhance efficiency and data integrity.
2026-07-10T00:00:00Z

Financial Data Analyst

Trenton, NJ
remote
Temporary / Contract
18 - 18.5 USD / Hourly
We are looking for a detail-oriented Financial Data Analyst to join a financial services team in New Jersey. This Long-term Contract opportunity is well suited for an early-career candidate or entry-level applicant who is eager to build hands-on experience in financial analysis, data review, and market-focused research. The role calls for strong Excel capabilities, comfort working with financial applications, and the ability to evaluate complex or unstructured information with accuracy and sound judgment. Responsibilities: • Review financial data sets and perform analysis to identify trends, inconsistencies, and meaningful business insights. • Organize, validate, and enter numeric information with a high degree of accuracy across financial records and reporting tools. • Examine unstructured written content and convert key details into clear, usable data for analysis and reporting purposes. • Support market-focused research by gathering relevant information and summarizing findings for internal stakeholders. • Build and maintain spreadsheets, models, and reports using advanced Microsoft Excel functions and features. • Work across multiple financial systems and software platforms to compile data and help ensure reporting consistency. • Assist with routine financial reporting activities by preparing summaries, reconciling figures, and checking data quality. • Collaborate with team members to address data-related questions and contribute to process improvements within analytical workflows.
2026-07-08T00:00:00Z

Senior Financial Business Analyst

Reading, PA
onsite
Permanent / Full Time
95000 - 120000 USD / Yearly
We are looking for a Senior Financial Business Analyst to strengthen financial planning, reporting, and decision support through well-structured, reliable data solutions. Based in Reading, Pennsylvania, this role connects finance, business teams, and technology partners to improve how enterprise data is organized, governed, and used for analysis. The position focuses on building trusted reporting foundations, supporting forecasting and planning activities, and advancing scalable analytics capabilities across the organization. Responsibilities: • Collaborate with finance leaders, operational stakeholders, and technology teams to shape enterprise data warehouse solutions that improve reporting, planning, and business insight. • Convert business needs into practical data designs, including data models, mapping rules, transformation logic, and reporting frameworks that support long-term scalability. • Contribute to the creation and upkeep of data pipelines, semantic models, and analytical structures that align with business workflows and performance measures. • Establish and reinforce data governance practices by defining standards, policies, controls, and procedures that promote consistency, compliance, and data reliability. • Lead initiatives that strengthen data quality by addressing accuracy, lineage visibility, stewardship responsibilities, and ownership across key datasets. • Maintain shared business definitions, enterprise data dictionaries, metric standards, and reporting guidelines to support a consistent source of financial truth. • Act as a central point of coordination between functional teams and technical resources, translating complex data topics into clear business recommendations and prioritized requirements. • Encourage stakeholder adoption of reporting and analytics solutions through effective communication, change support, and the use of modern analytical capabilities. • Support budgeting, forecasting, and strategic planning efforts by delivering integrated data insights and analytical tools that improve decision-making. • Identify opportunities to expand the strategic value of enterprise data by enhancing governance maturity, refining architecture, and informing future data roadmap priorities.
2026-06-19T00:00:00Z

Commercial Credit Analyst

Bantam, CT
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Commercial Credit AnalystLocation: Litchfield, CT Area (Onsite)Job Type: Full-Time, PermanentSalary: $90,000–$120,000 annually, depending on experience We are seeking an experienced Commercial Credit Analyst to join our client's team in the Litchfield, Connecticut area. The ideal candidate will have a strong commercial credit background within the banking industry and be ready to apply those skills in a dynamic commercial lending environment. Responsibilities<ul><li>Analyze commercial loan requests by evaluating financial statements, tax returns, cash flow, collateral, and industry trends.</li><li>Prepare detailed credit memorandums and risk assessments to support lending decisions.</li><li>Assess borrower creditworthiness and identify potential risks and mitigating factors.</li><li>Conduct financial statement spreading and ratio analysis.</li><li>Review existing loan portfolios and monitor ongoing credit quality.</li><li>Collaborate with commercial lenders and senior leadership to structure credit facilities.</li><li>Ensure compliance with internal credit policies and regulatory requirements.</li><li>Maintain accurate documentation and support loan approval processes.</li></ul>Qualifications<ul><li>Bachelor's degree (PREFERRED, NOT A MUST)</li><li>3+ years of commercial credit analysis experience within a banking environment. (MUST HAVE)</li><li>Strong understanding of commercial lending principles and financial statement analysis.</li><li>Excellent analytical, organizational, and communication skills.</li></ul>Compensation & Benefits<ul><li>Competitive salary of $90,000–$120,000, based on experience.</li><li>Comprehensive health, dental, and vision insurance.</li><li>401(k) with company match.</li><li>Paid time off and company holidays.</li></ul>Please apply to Daniele.Zavarella@roberthalf(com)
2026-07-02T00:00:00Z

Treasury Associate

Spring, TX
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
We are looking for a motivated Treasury Associate to join a rapidly expanding company in The Woodlands, Texas. This role offers a unique opportunity to work closely with the Assistant Treasurer, providing key support in treasury operations, cash flow analysis, and accounts receivable functions. Ideal candidates are eager to grow their expertise and contribute to the company’s dynamic financial strategies. Responsibilities: • Conduct in-depth analysis of cash flow activities and accounts receivable operations to support financial decision-making. • Prepare detailed reports such as incoming cash statements, aging analysis for accounts receivable, and related financial documents. • Perform account reconciliations, ensuring accuracy and resolving discrepancies promptly. • Assist in debt-related tasks, including the creation and maintenance of amortization schedules and related reporting. • Support liquidity analysis and treasury operations to optimize cash management processes. • Collaborate with the Assistant Treasurer on strategic initiatives and financial reporting. • Present financial insights and analysis to senior leadership to guide business decisions. • Contribute to process improvement initiatives within cash management and accounts receivable functions.
2026-06-26T00:00:00Z

Financial Services Representative

Charleston, SC
onsite
Temporary to Hire
18.2115 - 23 USD / Hourly
We are looking for an experienced Financial Services Representative to join our team in Charleston, South Carolina. In this Contract to permanent position, you will play a key role in providing exceptional support to customers while handling banking transactions and assisting with account creation. This role offers an opportunity to grow professionally within the banking industry while delivering excellent service to members. Responsibilities: • Process customer transactions efficiently, including deposits, withdrawals, and payments. • Assist members with opening new accounts and guiding them through available banking products. • Deliver high-quality customer service by addressing inquiries and resolving issues promptly. • Ensure compliance with banking regulations and policies in all interactions. • Handle cash accurately and maintain proper cash drawer balancing. • Educate customers on credit union and banking services to help them make informed financial decisions. • Collaborate with team members to achieve customer satisfaction goals. • Maintain detailed and accurate records of transactions and account activities. • Stay informed about updates to banking services and products to provide current information to customers. • Support team efforts in meeting organizational objectives and promoting a positive work environment.
2026-07-09T00:00:00Z

Financial Reporting Analyst

Chicago, IL
onsite
Temporary to Hire
25.3365 - 29.337 USD / Hourly
We are looking for a Financial Reporting Analyst to support a financial services organization in Chicago, Illinois. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning complex financial data into clear reporting and actionable business insight. The person in this role will contribute to ongoing analysis, reporting accuracy, and decision support in a fast-paced environment. Responsibilities: • Prepare recurring and ad hoc financial reports that highlight performance trends, key metrics, and meaningful business insights. • Analyze variances across budgets, forecasts, and actual results to identify drivers and communicate findings to stakeholders. • Build and maintain financial models that support planning, reporting, and operational decision-making. • Gather, organize, and interpret large data sets using data mining techniques to improve reporting quality and visibility. • Partner with finance and cross-functional teams to ensure reporting outputs are accurate, timely, and aligned with business needs. • Investigate reporting discrepancies, validate source data, and recommend improvements to strengthen financial reporting processes. • Support management with customized analysis and presentation materials for business reviews and strategic discussions.
2026-06-19T00:00:00Z

Financial Services Accountant

Dallas, TX
onsite
Permanent / Full Time
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Services Accountant to join our team in Dallas, Texas. This role supports complex accounting and financial reporting activities within a healthcare environment, with a strong focus on accuracy, compliance, and executive-level reporting. The ideal candidate brings deep technical accounting knowledge and can manage recurring deadlines while responding effectively to urgent business needs. Responsibilities: • Interpret accounting standards and apply them to complex transactions, ensuring financial treatment is accurate and well supported • Produce monthly enterprise-level financial reports for senior executives and board audiences, delivering clear and timely reporting packages • Coordinate quarterly bond disclosure activities, including drafting detailed disclosures and partnering with legal and treasury stakeholders through the review process • Prepare annual audited financial statements and supporting schedules, maintaining high standards for completeness, consistency, and compliance • Review a large portfolio of audited financial statements, updating disclosures for new accounting guidance and standardizing presentation where appropriate • Research technical accounting matters, resolve complicated reporting issues, and contribute financial analysis for due diligence and merger or acquisition activity • Manage recurring reporting cycles that include monthly leadership reports, quarterly debt compliance materials, and annual audit deliverables across multiple entities • Respond to urgent ad hoc requests by developing analyses, transaction support, and presentation materials for executive leadership • Contribute to process improvement efforts during lower-volume periods by identifying efficiencies and helping implement enhancements to team workflows
2026-07-08T00:00:00Z

VC Finance Associate

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Join a successful fast growing early-stage venture capital firm. Gain exposure to investing, fund operations, and high-growth startups. The firm invests in AI, software, fintech, and infrastructure companies, offering the opportunity to work closely with experienced investors and gain insight into how startups are funded, evaluated, and scaled. You'll work directly with partners and leadership across fund accounting, investor reporting, valuations, portfolio analysis, and strategic initiatives while gaining exposure to the full venture capital lifecycle. It's an opportunity to learn the business, take on meaningful responsibility, and grow alongside a rapidly expanding firm. Responsibilities<ul><li>Support capital calls, distributions, waterfalls, and NAV reporting</li><li>Assist with investor reporting, audits, tax coordination, and fund administration</li><li>Support portfolio monitoring, valuation analysis, and investment reporting</li><li>Work with SPVs, co-investment vehicles, SAFEs, and convertible instruments</li><li>Help drive month-end, quarter-end, and year-end close processes</li><li>Improve reporting processes, workflows, and operational efficiency</li><li>Partner with leadership on key finance and operational initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-10T00:00:00Z