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372 results for Budget Analyst jobs

Data Analyst

Enon, OH
onsite
Temporary / Contract
19.24 - 22.54 USD / Hourly
Robert Half is looking for a Data Analyst to support a well-respected and thriving company! The Data Analyst will be supporting the Marketing Department on a multi-faceted, stimulating project. Are you a new graduate looking to start your career, or an accomplished Data Analyst looking to expand your talents? Apply today! Working Monday-Friday, 8am-5pm in Enon, Ohio the Data Analyst will be ensuring accurate item pricing all the way to store level. This is a long-term contract opportunity with a fantastic growing company and could go contract to permanent based on performance. Responsibilities- Coordinating information between company and vendors to ensure proper pricing for merchandise- Researching and analyzing new products, product pricing, pricing exceptions, and ensuring appropriate classifications- Identifying pricing implementation issues, recommending solutions, and communicating the course of action within the organization- Heavy data entry of pricing information- Interacting with vendors to obtain appropriate information If you are interested, call 937.224.8326 today!
2026-06-19T00:00:00Z

Data Analyst

New Orleans, LA
onsite
Temporary to Hire
26 - 28 USD / Hourly
We are looking for a detail-oriented Data Analyst to join a Financial Services team in New Orleans, Louisiana on a contract basis with the potential for a permanent position. This role focuses on reviewing data tied to potential fraud activity, identifying irregularities in invoices and transactions, and turning findings into clear recommendations for business partners. The ideal candidate is comfortable working with large data sets, performing research, and using analytical tools to support fraud detection and investigation efforts. Responsibilities: • Analyze transaction and invoice data to detect unusual patterns, inconsistencies, and indicators of potentially fraudulent activity. • Investigate flagged records by conducting research, validating supporting details, and documenting findings in a clear and organized manner. • Use Microsoft Excel and related analytical methods to sort, reconcile, and interpret large volumes of financial information. • Partner with internal stakeholders to communicate trends, summarize risks, and support decisions related to fraud prevention and resolution. • Review invoice discrepancies and related exceptions to determine root causes and recommend next steps. • Maintain accurate reporting on case activity, analytical results, and emerging fraud patterns for ongoing monitoring. • Support anti-fraud initiatives by refining data review processes and improving the quality of investigative insights.
2026-06-19T00:00:00Z

Data Analyst

Newark, NJ
onsite
Temporary / Contract
19 - 23 USD / Hourly
We are looking for a detail-oriented Data Analyst to support reporting, data quality, and performance insights for programs based in Newark, New Jersey. This Long-term Contract position combines data administration, analytics, and stakeholder support in a hybrid work environment. The person in this role will help translate complex information into clear reporting, strengthen data accuracy, and guide providers and staff in effective data submission and use. Responsibilities:• Oversee the ongoing use and maintenance of the organization’s data collection and reporting platform to ensure consistent and reliable information management.• Review submitted data for completeness and accuracy, identify discrepancies, and escalate issues that may affect reporting quality or compliance.• Prepare recurring reports on a weekly, monthly, and quarterly basis for leadership, funding partners, and member organizations using automated and manual reporting methods.• Develop dashboards, charts, tables, and written summaries that make findings easy to understand for both technical and non-technical audiences.• Respond to custom reporting requests by gathering relevant information, analyzing results, and delivering timely data insights to internal teams.• Produce monitoring reports that help track agency performance and adherence to required data and reporting standards.• Train new providers on reporting expectations, data submission procedures, and proper use of the organization’s data system during onboarding.• Provide ongoing technical guidance to staff and external partners on accessing, submitting, and interpreting data within the reporting system.• Support periodic program reviews by supplying data analysis, contributing to review discussions, and identifying trends that can inform quality improvement efforts.• Participate in stakeholder meetings to present findings, answer questions, and offer recommendations related to data quality, reporting, and operational improvement.
2026-06-17T00:00:00Z

Data Analyst

Brooklyn, NY
onsite
Temporary / Contract
51.4615 - 59.587 USD / Hourly
We are looking for a Data Analyst to support reporting, visualization, and data-driven decision-making for a long-term contract opportunity in Brooklyn, New York. This position is ideal for someone who can translate complex information into clear insights while partnering with both business stakeholders and technical teams. The role will focus on analytics, reporting development, and data interpretation within an energy and natural resources environment, with opportunities to contribute to broader data integration and advanced analytics efforts. Responsibilities: • Build and maintain dashboards, reports, and visualizations that turn large datasets into meaningful business insights. • Analyze operational and financial information to identify trends, exceptions, and performance patterns that support decision-making. • Partner with cross-functional teams to gather reporting needs and convert business questions into effective analytical solutions. • Work with structured data sources and databases to validate accuracy, improve accessibility, and support ongoing reporting processes. • Contribute to data integration and architecture-related initiatives by helping connect information across systems and business functions. • Support reporting tied to finance and accounting activities, including datasets related to general ledger processes. • Use tools such as Power BI or Tableau to present findings in a clear, actionable format for stakeholders. • Assist with exploratory analytics and emerging initiatives involving Python, AI-enabled analysis, or machine learning concepts when applicable.
2026-06-11T00:00:00Z

Data Analyst

Atlanta, GA
onsite
Temporary to Hire
35.625 - 45 USD / Hourly
We are looking for a Data Analyst to join a collaborative team in Atlanta, Georgia, where data is used to guide business strategy and operational decisions. This opportunity is ideal for someone who enjoys translating complex information into clear reporting and practical recommendations. The person in this role will partner with stakeholders across the business to uncover patterns, improve data quality, and deliver meaningful insights through analysis and visualization. Responsibilities:• Create interactive dashboards and recurring reports that help teams monitor performance and identify areas for improvement.• Examine large and varied datasets to uncover trends, exceptions, and actionable business insights.• Develop and run database queries to extract, organize, and interpret information from multiple sources.• Review, reconcile, and validate data to maintain accuracy, consistency, and reliability in reporting outputs.• Communicate findings to business partners and leadership through clear presentations, summaries, and visual storytelling.• Work closely with cross-functional teams to support informed decision-making with timely analytical input.• Apply analytical techniques to fraud-related data to help detect suspicious activity and strengthen anti-fraud efforts.
2026-06-18T00:00:00Z

Data Analyst

Irvine, CA
onsite
Temporary / Contract
35.625 - 41.25 USD / Hourly
We are looking for a Data Analyst to support fraud detection and investigative reporting for a Long-term Contract opportunity based in Irvine, California. This role focuses on turning complex data into actionable insights that help identify suspicious activity, strengthen anti-fraud efforts, and support business decision-making. The ideal candidate brings strong analytical thinking, experience working with fraud-related datasets, and the ability to communicate findings clearly to stakeholders. Responsibilities: • Analyze transactional and behavioral data to uncover unusual patterns, emerging risks, and indicators of suspected fraud. • Develop reports, dashboards, and data summaries that support fraud monitoring, case prioritization, and investigative follow-up. • Partner with fraud prevention and investigation teams to translate data findings into practical actions and risk mitigation strategies. • Review large datasets for inconsistencies, trends, and anomalies that may signal fraudulent activity or control weaknesses. • Support ongoing anti-fraud initiatives by providing data-driven insights that improve detection accuracy and operational response. • Document analytical findings in a clear and organized manner for business partners, investigators, and leadership review. • Assist with refining data analysis methods and reporting processes to improve visibility into fraud trends and performance outcomes.
2026-06-15T00:00:00Z

Data Analyst

Chatsworth, CA
onsite
Temporary / Contract
19.7885 - 25 USD / Hourly
We are looking for a detail-oriented Data Analyst to join our team in California in a contract position with the potential to become permanent. This role is ideal for someone who enjoys working with sales and order data, organizing information into clear reports, and helping managers make informed decisions. The successful candidate will be comfortable handling large data sets, performing data entry, and using Excel to turn raw information into accurate, easy-to-read summaries. Responsibilities: • Gather information from multiple business systems and consolidate it into usable reports. • Prepare sales-focused reporting that highlights high-value customers, including accounts with monthly purchases above established thresholds. • Identify inactive customers by reviewing order history and flagging accounts with no recent purchasing activity. • Organize, clean, and structure raw data so it can be reviewed quickly and used effectively by sales leadership. • Build spreadsheets and tables that present key details in a clear, practical, and visually accessible format. • Use Excel functions such as VLOOKUP and XLOOKUP to compare records, validate information, and improve reporting accuracy. • Support day-to-day order processing by entering and maintaining data with a high level of precision. • Communicate proactively when information is unclear, asking thoughtful questions to ensure accuracy and alignment. • Provide analytical and administrative support to internal teams in an onsite office environment.
2026-06-19T00:00:00Z

Data Analyst

Lebanon, NH
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
We’re looking for a SQL Developer to design, build, and optimize health data solutions that support business operations and reporting. This role focuses on writing efficient queries, maintaining data integrity, and improving database performance. Responsibilities<ul><li>Develop and maintain SQL queries, stored procedures, and database structures. Optimize performance and troubleshoot data issues. Partner with teams to translate business needs into data solutions and support ETL processes.</li></ul>
2026-06-09T00:00:00Z

Data Analyst

Farmington, CT
remote
Temporary / Contract
35 - 45 USD / Hourly
Responsibilities<ul><li>The Procurement Analyst performs a variety of duties in support of the product and vendor acquisition process for the Firm</li><li>This position works with suppliers to negotiate prices, terms, prepares and processes purchase orders, monitors inventory, assists in managing vendor contracts, and helps with sourcing third-party vendors</li><li>The Procurement Analyst works under general supervision and relies on experience and judgment to plan and accomplish goals</li><li>Manage, track, negotiate and complete ordering process for various IT hardware, telecom, services, and other general purchasing requests as needed</li><li>Submit and track invoices for payment into payables system and for firm purchase credit card</li><li>Work closely with IT hardware & telecom managers to provide vendor analysis, review, and technical support</li><li>Use HelpDesk application to close tickets and answer IT hardware and telecom procurement inquiries</li><li>Utilize and administer purchasing system to process IT hardware & telecom renewals, new purchases, and other tasks as required by requestors</li><li>Assist with vendor review process, Request for Proposals (RFPs), Diversity & Inclusion initiatives, production and distribution of reports, and to communicate statuses to stakeholders</li><li>Analyze supply expenditures to help identify cost saving measures and initiatives</li><li>Maintain accurate records, files, and agreements using filing and contract applications</li><li>Assist users with annual budget process by providing past procurement information as needed</li><li>Ensure procurement activities are aligned with the department’s purchasing strategy and budgets</li><li>While performing the duties of this job, the employee is required to sit, use hands, reach with hands and arms, stoop, talk and hear</li><li>Employee must occasionally lift up to twenty (20) pounds</li></ul>
2026-06-16T00:00:00Z

Data Analyst

Philadelphia, PA
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for an experienced Data Analyst to support healthcare initiatives in Philadelphia, Pennsylvania. This is a long-term contract position that requires strong analytical skills and a focus on fraud detection and prevention. The ideal candidate will leverage data-driven insights to enhance decision-making and ensure the integrity of healthcare operations. Responsibilities: • Conduct detailed data analyses to identify patterns of suspected fraud and anomalies in healthcare systems. • Develop and implement fraud detection models using advanced analytics tools and techniques. • Collaborate with cross-functional teams to investigate potential fraudulent activities and propose actionable solutions. • Utilize platforms such as Epics and Chartmaxx to extract and analyze data effectively. • Generate comprehensive reports and dashboards to present findings and support decision-making. • Monitor ongoing healthcare operations to ensure compliance with anti-fraud protocols. • Optimize data workflows and processes to enhance efficiency and accuracy. • Stay updated on industry trends and best practices in fraud analytics and healthcare data analysis. • Provide recommendations to improve system integrity and prevent future fraudulent activities.
2026-06-15T00:00:00Z

Data Analyst

Tallahassee, FL
onsite
Temporary / Contract
20 - 28 USD / Hourly
We are seeking a detail-oriented Data Analyst with at least 1 year of experience to support data-driven decision-making. This role is ideal for someone who enjoys working with data, identifying trends, and collaborating with business stakeholders to deliver actionable insights. Key Responsibilities<ul><li>Analyze, interpret, and validate data to identify trends, patterns, and key insights</li><li>Write and execute SQL queries to extract, manipulate, and analyze data from relational databases</li><li>Clean, transform, and organize large datasets to ensure data accuracy and integrity</li><li>Develop reports, dashboards, and visualizations to support business needs</li><li>Translate business requirements into clear, data-driven solutions</li><li>Collaborate with cross-functional teams to understand data needs and deliver actionable insights</li></ul>
2026-05-27T00:00:00Z

Data Analyst

New York, NY
remote
Temporary / Contract
51.4615 - 59.587 USD / Hourly
We are looking for a Data Analyst to support a non-profit organization through careful analysis, issue tracking, and data-driven decision-making. This Long-term Contract position is ideal for someone who can work across ticketing workflows, service desk activity, and business systems to improve visibility and operational efficiency. The role calls for someone who can translate data into practical insights while collaborating with technical and administrative stakeholders. Responsibilities: • Analyze operational and service-related data to identify patterns, trends, and opportunities for process improvement. • Monitor and evaluate ticketing system activity, producing reports that help teams prioritize issues and measure performance. • Review service desk tickets to uncover recurring problems, support root-cause analysis, and recommend corrective actions. • Partner with cross-functional teams to gather reporting needs and deliver accurate, timely insights for business decisions. • Maintain and interpret data connected to networking and device management environments to support service quality. • Assist with Salesforce administration-related reporting, data validation, and ongoing data accuracy efforts. • Create dashboards, summaries, and ad hoc analyses that clearly communicate findings to technical and non-technical audiences. • Support data-related activities tied to system or process changes when needed, ensuring documentation and reporting remain consistent.
2026-06-19T00:00:00Z

Data Analyst

San Diego, CA
onsite
Temporary / Contract
20 - 25 USD / Hourly
We are looking for a Data Analyst to join a contract assignment supporting a high-volume accounting data initiative in Downtown San Diego, California. This role is centered on preparing, reviewing, and organizing large datasets so they can be accurately loaded into Yardi, with a strong emphasis on precision, consistency, and process adherence. The position is best suited for someone who is highly skilled in Excel, comfortable working independently, and able to manage detailed data tasks within project deadlines. Responsibilities:• Collect accounting-related data from source platforms and organize it for conversion into Yardi-compatible formats.• Clean, standardize, and structure datasets to align with upload specifications and project rules.• Compare source information against converted files to verify accuracy and investigate mismatches.• Research routine data issues, correct inconsistencies, and resolve exceptions within established procedures.• Carry out conversion activities according to documented workflows and recommend practical refinements when needed.• Record reconciliation results, data updates, and supporting details to maintain clear project documentation.• Assist with testing and quality review efforts to confirm data integrity throughout the conversion process.• Partner with accounting, operations, and project stakeholders to keep deliverables on track and meet target timelines.• Raise complex accounting or system-related concerns to project leadership for further review and guidance.
2026-06-17T00:00:00Z

Data Analyst

North Reading, MA
onsite
Temporary / Contract
35 - 40 USD / Hourly
About the RoleWe are seeking a highly analytical and detail-oriented Business Analyst/Data Analyst to support a fast-paced Robotics Supply Chain organization. This role offers an exciting opportunity to work within a cutting-edge technology environment while gaining hands-on experience in procurement, supply chain operations, supplier management, and data analytics.The ideal candidate will possess strong analytical capabilities, advanced Excel skills, and experience working with supply chain, procurement, or business operations data. This position will support ongoing sustaining programs, engineering change management activities, and daily supply-demand analysis for critical components.Key ResponsibilitiesSupply Chain & Procurement Support<ul><li>Support daily supply chain operations and component demand planning activities</li><li>Assist with Agile and Engineering Change Order (ECO) management processes</li><li>Create and manage purchase requisitions within procurement systems</li><li>Track purchase orders and monitor supplier delivery performance</li><li>Maintain supplier databases, procurement records, and documentation</li><li>Coordinate supplier communications regarding quotes, deliveries, and documentation</li></ul>Data Analysis & Reporting<ul><li>Analyze supply and demand requirements for components</li><li>Create reports, dashboards, pivot tables, and spend analyses using Excel</li><li>Monitor supplier performance metrics, including on-time delivery</li><li>Maintain pricing databases and cost comparison models</li><li>Generate regular business reports and project status updates</li></ul>Supplier & Cross-Functional Coordination<ul><li>Coordinate sample requests and supplier interactions with engineering teams</li><li>Assist with supplier onboarding and documentation management</li><li>Participate in supplier meetings and cross-functional project discussions</li><li>Support RFQ (Request for Quote) preparation and supplier evaluations</li></ul>Research & Continuous Improvement<ul><li>Conduct supplier and market research</li><li>Compile competitive intelligence and pricing benchmarks</li><li>Support cost reduction and supplier consolidation initiatives</li><li>Help document and improve procurement processes and procedures</li></ul>Quality & Compliance Support<ul><li>Track supplier quality metrics and performance indicators</li><li>Maintain supplier certification and compliance documentation</li><li>Assist with audit preparation and corrective action tracking</li></ul>
2026-06-18T00:00:00Z

Data Analyst

Hampton, NH
onsite
Temporary / Contract
0 - 0 USD / Yearly
We are looking for a detail-focused Data Analyst to join a utilities and infrastructure organization in Hampton, New Hampshire. This Long-term Contract opportunity is ideal for someone who can support reporting, data quality, and integration-related activities while working closely with project and business teams. The position will contribute during system implementation and continue to play an important role in ongoing reporting and data operations after launch. Responsibilities: • Partner with implementation stakeholders to develop reporting assets and organize supporting data documentation. • Carry out system and user testing activities, record issues clearly, and help monitor them through resolution. • Compare source and target data to identify discrepancies and support accurate reconciliation efforts. • Assist with large-volume data validation and conversion tasks while following established quality standards. • Maintain and enhance recurring reports that support day-to-day business decision-making. • Keep report inventories and data documentation current to improve usability and governance. • Perform routine data checks, bulk data updates, and file-based import activities with a high level of accuracy. • Provide support for integration workflows and data movement processes, expanding ownership as experience grows.
2026-06-10T00:00:00Z

Data Analyst

Gainesville, FL
onsite
Temporary to Hire
0 - 0 USD / Yearly
We are looking for a Data Analyst to join a team in Florida on a contract basis with the potential for a permanent position. In this role, you will turn business needs into reliable reporting, data solutions, and actionable insights that support day-to-day operations and long-term decision-making. The position offers the opportunity to work across analytics, database management, integrations, and process improvement while partnering closely with both technical teams and business stakeholders. Responsibilities: • Create, refine, and optimize database queries across multiple query languages to support reporting, analysis, and operational needs. • Partner with internal stakeholders to gather reporting goals, translate requirements into effective dashboards and visualizations, and enhance BI solutions over time. • Build and maintain data interfaces that connect enterprise systems, databases, and external sources to ensure dependable data flow. • Administer and monitor on-premise and cloud-based databases, helping maintain performance, availability, data quality, and security standards. • Design and deliver custom analytics tools, automated workflows, and data-driven solutions that improve efficiency and align with business priorities. • Provide advanced troubleshooting and support for BI, reporting, and analytics platforms, including handling escalated issues and assisting frontline support when needed. • Prepare and update technical documentation for reports, integrations, databases, automated processes, and other data solutions. • Contribute to ETL and pipeline activities that support consistent data transformation, movement, and accessibility across platforms.
2026-06-17T00:00:00Z

Data Analyst

Lewisville, TX
onsite
Permanent / Full Time
75000 - 78000 USD / Yearly
We are looking for a Data Analyst to support reporting, data interpretation, and decision making. This role turns business questions into clear data plans, builds practical reporting solutions, and delivers insights that non-technical stakeholders can use confidently. The position works across multiple databases and reporting tools to organize information, evaluate trends, and present findings in a concise and meaningful way. Responsibilities:• Translate stakeholder needs into organized data extraction and reporting approaches that support business decisions.• Develop clear reports, analytical summaries, and impact models that make complex information accessible to operational teams.• Query source systems and work with database structures, tables, and stored procedures across multiple platforms to gather accurate data.• Combine information from different datasets to create reliable measures, validate results, and connect summary trends to detailed records.• Build and maintain Excel-based dashboards, pivot-driven analyses, and presentation materials for business review discussions.• Use SQL, Excel, Power BI, and presentation tools to deliver recurring and ad hoc analysis for business partners.• Interpret relational data structures and support reporting solutions that align with data warehouse and schema design principles.• Ensure all analytical work is completed with accuracy, professionalism, and consistency with organizational standarss
2026-06-11T00:00:00Z

Financial Planner

Alamo, CA
onsite
Permanent / Full Time
90000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Planner | Wealth Management Firm | Walnut Creek| Hybrid; 2 days a week Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base. You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth. Responsibilities<ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Financial Planner

San Ramon, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z

Financial Planner

Chattanooga, TN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
This search is being conducted by Steve Spinello. Financial Planner (CPA / CFP)Chattanooga, TN | Onsite/HybridWe are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. About the RoleThis position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients. Key Responsibilities<ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients. </li><li>Partner with lead and service advisors to support client planning needs. </li><li>Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. </li><li>Lead tax-focused planning strategies and provide insights through tax return review. </li><li>Update and maintain client financial plans as circumstances evolve. </li><li>Serve as the internal expert on financial planning best practices, tools, and processes. </li><li>Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. </li></ul>Why This Opportunity Stands Out<ul><li>Join a respected, fee-only RIA with an established client base and strong team culture. </li><li>Focus on what you do best: financial planning strategy and analysis. </li><li>Work in a collaborative environment where your technical expertise will have visible impact. </li></ul>If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.Apply today or message me directly to learn more.
2026-06-01T00:00:00Z

Financial Planner

Houston, TX
onsite
Permanent / Full Time
90000 - 110000 USD / Yearly
We are looking for a Financial Planner to support clients with thoughtful, personalized financial guidance in Houston, Texas. This role focuses on building clear planning recommendations across retirement, tax, investment, and estate considerations while working closely with advisors and internal specialists. The ideal candidate brings strong analytical ability, sound judgment, and the communication skills needed to turn complex financial information into practical next steps for clients. Responsibilities:• Create tailored financial planning deliverables, including long-term retirement scenarios, spending analyses, and personal balance sheet summaries using planning software and supporting tools.• Evaluate tax situations and model future outcomes to uncover strategies that can improve tax efficiency and strengthen overall financial results.• Review outside investment accounts to assess asset mix, risk exposure, tax implications, and fit with client objectives, then collaborate with advisors and investment professionals on suitable recommendations.• Coordinate key activities involved in bringing on new clients, partnering with advisors and senior leadership to help ensure a smooth and organized onboarding experience.• Research planning issues related to insurance coverage, pension benefits, Social Security, Medicare, and workplace benefit programs to support well-rounded recommendations.• Examine estate planning materials, summarize relevant findings for clients and advisors, and identify follow-up actions involving beneficiaries, ownership arrangements, and legal coordination.• Prepare clear planning insights and supporting analyses that help clients understand available options and make informed financial decisions. For immediate consideration contact Mark, mark.loiacano@roberthalf
2026-05-26T00:00:00Z

Financial Systems Analyst/Blackline Administrator

West Des Moines, IA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Position: Financial Systems Analyst / Blackline Systems Administrator Location: HYBRID -- Des Moines, IA / Will also consider California or Conneticut Salary: up to $90 - 120K base *** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. *** BlackLine Systems Owner (Finance Transformation) Hybrid | Multiple U.S. Locations Most companies use tools. Few truly own and optimize them. This is your opportunity to take full ownership of a global BlackLine environment, driving real transformation at the intersection of finance and technology. Why this role stands out • True ownership – sole owner of BlackLine enterprise-wide • High impact – influence close, reconciliations, and financial accuracy • Transformation-focused – drive automation and measurable efficiencies • No ceiling – path into broader finance or systems strategy roles • Executive visibility – partner with senior finance leadership What you’ll do • Own BlackLine administration and optimization across all modules • Partner with Finance + IT to improve workflows, integrations, and reporting • Drive process improvements and automation initiatives • Build dashboards and metrics to enhance close performance • Train users and increase adoption across global teams What they’re looking for • Hands-on BlackLine (or ARCS / Trintech / Cadency) ownership experience • Strong technical + finance/process skillset • Proven ability to drive efficiencies and continuous improvement • Confident communicator who can influence stakeholders Compensation & Details • Competitive base + bonus + equity • Hybrid (4 days onsite) in multiple U.S. locations • Relocation available | No sponsorship If you’re ready to move from supporting a system → owning and transforming it, this is that role. *** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
2026-06-22T00:00:00Z

Real Time Analyst

Minnetonka, MN
remote
Temporary / Contract
20 - 31.25 USD / Hourly
We are looking for a Real Time Analyst to support contact center performance through active monitoring, timely adjustments, and data-driven decision-making. This contract to permanent position is ideal for someone who can balance service level goals, staffing demands, and operational priorities in a fast-paced environment. The role will work closely with workforce management and leadership teams to identify trends, respond to changing call volume, and help maintain an efficient customer service operation. Responsibilities: • Monitor real-time contact center activity to track staffing levels, queue performance, and service delivery throughout the day. • Evaluate call volume patterns and agent availability, then recommend schedule or workload adjustments to improve operational efficiency. • Use workforce management and monitoring platforms such as Five9 and Verint to identify issues and support daily performance targets. • Communicate intraday updates, risks, and performance concerns to leadership and relevant support teams in a clear and timely manner. • Analyze performance data and prepare reports that help stakeholders understand trends related to service levels, productivity, and resource utilization. • Coordinate with supervisors and operations teams to address unexpected changes in demand, attendance, or system-related disruptions. • Maintain accurate records in ticketing and management systems while following established contact center processes. • Support continuous improvement efforts by identifying optimization opportunities within real-time operations and workforce planning activities.
2026-06-12T00:00:00Z

Financial Planning & Analysis Manager

Centreville, VA
onsite
Permanent / Full Time
120000 - 145000 USD / Yearly
My client, a private equity-backed SaaS organization, is seeking a highly analytical FP&A Manager to support financial planning, forecasting, and performance management across the business. This role will partner closely with senior leadership, functional leaders, and the executive team to deliver actionable insights, improve financial visibility, and support strategic decision-making in a high-growth environment.<ul><li style="">Lead the annual budgeting and rolling forecast processes, ensuring alignment with company growth objectives and improving forecast accuracy.</li><li style="">Build, maintain, and enhance financial models to support long-term planning, scenario analysis, and strategic initiatives.</li><li style="">Develop a deep understanding of SaaS revenue drivers, including ARR, churn, bookings, and revenue recognition, along with cost structure and margin performance.</li><li style="">Partner with business leaders across sales, marketing, product, and operations to evaluate performance, identify risks and opportunities, and drive accountability.</li><li style="">Prepare and deliver executive-level reporting packages, including board materials, dashboards, and financial presentations.</li><li style="">Perform detailed variance analysis and translate financial results into clear, actionable insights for stakeholders.</li><li style="">Support KPI development and tracking, with a focus on key SaaS metrics to drive operational and financial performance.</li><li style="">Assist in improving financial processes, reporting accuracy, and alignment between FP&A and accounting teams.</li><li style="">Contribute to the enhancement and optimization of FP&A systems, reporting tools, and business intelligence platforms.</li><li style="">Support strategic initiatives such as pricing analysis, unit economics, capital planning, and potential M&A activity.</li></ul>
2026-05-25T00:00:00Z

Financial Planning & Analysis Manager

Davenport, IA
onsite
Permanent / Full Time
125000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to support business performance through forward-looking analysis, thoughtful planning, and clear financial reporting. Based in Davenport, Iowa, this position plays a central role in helping leaders make informed decisions by connecting financial results with operational and commercial trends. The role also provides an opportunity to guide a small FP&A team while strengthening reporting practices and planning processes in a growing agriculture-focused organization. Responsibilities: • Partner with commercial and operational leaders to convert business goals and performance drivers into practical financial guidance. • Direct the annual planning cycle and maintain rolling forecasts that reflect current business conditions and priorities. • Produce management reports, dashboards, and key performance indicators that give leadership timely visibility into results. • Evaluate revenue, pricing, margin, and sales trends to support decision-making across the commercial function. • Present financial performance, emerging risks, and growth opportunities to senior leaders in a clear and actionable manner. • Review financial and operational outcomes to identify root causes, explain variances, and highlight areas for improvement. • Build and oversee detailed financial models and ad hoc analyses that inform strategic initiatives and business decisions. • Manage cash flow reporting and forecasting to ensure consistency between planning assumptions and actual performance. • Lead, coach, and develop FP&A team members while setting priorities and maintaining high-quality deliverables.
2026-06-05T00:00:00Z

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