<p>Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
We are looking for a Senior Wealth Analyst to join a client-focused wealth management team in Boston, Massachusetts. In this role, you will help deliver a high-quality experience for high-net-worth clients by supporting financial planning, investment analysis, and ongoing service needs. This position offers the chance to work closely with experienced advisors, strengthen technical planning capabilities, and grow within a collaborative environment.<br><br>Responsibilities:<br>• Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies.<br>• Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations.<br>• Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs.<br>• Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists.<br>• Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients.<br>• Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience.<br>• Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current.<br>• Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community.
<p>We are looking for a Third Party Risk Analyst to support vendor risk evaluation activities for a contract position based in Columbus, Ohio. This role focuses on guiding prospective vendors through the assessment process, analyzing inherent and residual risk, and helping the business make informed decisions about third-party engagements. The ideal candidate brings strong analytical judgment, advanced Excel capability, and hands-on experience within third-party risk or enterprise risk management environments.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the onboarding of prospective vendors by initiating and managing third-party risk assessments from intake through completion.</p><p>• Review vendor information to determine risk exposure levels and assign appropriate ratings based on established assessment criteria.</p><p>• Perform inherent risk and control evaluations to identify areas requiring deeper review or follow-up analysis.</p><p>• Escalate higher-risk findings when additional due diligence or supplemental assessments are necessary.</p><p>• Partner with internal stakeholders to gather documentation, clarify risk factors, and support timely assessment outcomes.</p><p>• Track assessment progress, organize findings, and maintain clear reporting using Excel and other available tools.</p><p>• Contribute to gap analysis activities by identifying weaknesses in vendor controls and documenting potential residual risk.</p><p>• Support enterprise risk management efforts by helping align third-party reviews with broader organizational risk standards.</p>
<p>We are seeking a Business Intelligence Developer to support a growing analytics environment focused on operational reporting, financial analytics, and enterprise data visibility. This role will work closely with the lead BI Developer and broader technology team to enhance reporting capabilities across a modern Microsoft and Azure-based environment.</p><p>The ideal candidate will have strong Power BI and SQL experience along with the ability to work with operational and financial datasets. This position is well suited for a hands-on BI professional who enjoys building dashboards, supporting analytics initiatives, and collaborating with both technical and business teams.</p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain Power BI dashboards, reports, and visualizations </li><li>Support reporting initiatives related to job costing, operational metrics, margin analysis, and profitability </li><li>Work with large datasets across multiple business systems and platforms </li><li>Create and optimize SQL queries, data models, and reporting structures </li><li>Collaborate with the lead BI Developer on enterprise analytics initiatives </li><li>Support integration and reporting efforts across NetSuite, Oracle, and ERP/CRM systems </li><li>Assist with data validation, reporting accuracy, and ongoing reporting enhancements </li><li>Utilize DAX and Power Query to improve analytics usability and reporting performance </li></ul><p><strong>Environment</strong></p><ul><li>Azure cloud environment </li><li>Power BI reporting ecosystem </li><li>Azure Data Factory and Data Lake infrastructure </li><li>NetSuite ERP </li><li>Oracle legacy systems </li><li>ASP.NET ERP/CRM platform </li></ul>
<p>We are looking for a detail-oriented Sr. Accountant/Data Analyst to join our team in Santa Fe Springs, California. In this role, you will leverage your expertise in data analytics and financial operations to support strategic decision-making and optimize business processes. This position offers an exciting opportunity to work in a dynamic environment within the wholesale distribution industry.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain accurate weekly sales projection models using advanced Excel techniques to support leadership in forecasting growth.</p><p>• Create and manage interactive dashboards in Excel, Power BI, or Tableau to provide clear insights into performance trends.</p><p>• Extract, clean, and analyze large datasets to generate monthly reports on business performance and trends.</p><p>• Conduct data mining to uncover sales opportunities, operational efficiencies, and areas for revenue improvement.</p><p>• Review and audit credit card statements and general ledger entries to ensure accuracy and compliance.</p><p>• Assess billing systems and pricing terms to verify alignment with contracts and profitability goals.</p><p>• Collaborate with sales, finance, and operations teams to translate complex data into actionable strategies.</p><p>• Perform variance analysis to identify discrepancies and provide recommendations for corrective actions.</p><p>• Support monthly reconciliation processes to ensure financial accuracy across accounts.</p><p>• Facilitate cross-functional communication to enhance data-driven decision-making processes.</p>
We are in search of a Land Analyst to join our team situated in Houston, Texas. In this role, you will be tasked with the critical responsibility of managing customer applications and maintaining accurate customer records. This position is crucial in the monitoring of customer accounts and taking the necessary actions. This opportunity is a perfect fit for individuals who thrive in a dynamic, fast-paced team environment.<br><br>Responsibilities:<br>• Undertaking the processing of customer credit applications with accuracy and efficiency.<br>• Maintaining accurate customer credit records.<br>• Communicating effectively with operators on issues related to interest calculations, title support requests, curative, suspense, direct deposit, and billing and revenue.<br>• Reviewing assignments, leases, contracts, and title opinions to determine and verify company interest.<br>• Ensuring correct wells, leases, and contracts are assigned during the review of draft assignments.<br>• Managing the workover AFE function, which includes the verification of ownership and interest, internal routing, tracker maintenance, and timely communication of elections to operators.<br>• Creating well, leases, and contract exhibits for documents to be filed of record.<br>• Setting up and maintaining JIB and revenue decks representing company interests in Bolo.<br>• Handling the setup and maintenance of operator and vendor records in Bolo.<br>• Assisting with acquisition, divestiture, due diligence, audits, and other special projects as needed.<br>• Providing necessary documentation and explanations related to land administration during external audits.
A healthcare-focused advisory firm is seeking a Financial Due Diligence Senior Analyst to join its Dallas office. The ideal candidate will bring strong technical and leadership capabilities, excellent project management and communication skills, and a sense of urgency in delivering high-quality client service. This role will primarily support quality of earnings engagements, with opportunities to assist on other healthcare advisory projects such as mergers and acquisitions, valuations, and strategic consulting. <br> Key Responsibilities Participate in buy-side and sell-side pre-transaction quality of earnings engagements, providing financial due diligence and advisory support to publicly traded healthcare companies, large health systems, private equity firms, and investment banks nationwide. Develop and utilize financial models to analyze company data, identifying historical and projected financial and operational trends, quality of earnings issues, working capital considerations, potential liabilities, and underlying risks. Conduct interviews with target company management and perform follow-up analysis to assess and clearly communicate findings related to earnings quality, net assets, and cash flows. Prepare comprehensive quality of earnings reports and detailed supporting schedules.
<p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Tax 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.</p><p><br></p><p>The Senior Tax Analyst role will work closely with team members to support the company's tax life cycle which involves a wide range of responsibilities including accounting, compliance, forecasting, and regulatory reporting. This role will also involve technical analysis including research and drafting documentation.</p><p><br></p><p><strong>Job Description:</strong></p><p>· Support the interim and annual tax accounting process to ensure accurate and timely reporting for both income taxes and taxes other than income taxes (TOTIT). Responsibilities include preparing and documenting supporting calculations and tax accounting positions.</p><p>· Support the tax compliance function to ensure accurate and timely reporting. Responsibilities include preparing federal and state income tax calculations, income tax returns, extensions, estimated tax payments, and responding to notices from taxing authorities as well as researching and documenting income tax positions. Responsibilities also include preparing TOTIT return filings.</p><p>· Support the financial tax forecasting process to ensure accurate and timely reporting. Responsibilities include preparing projected income tax and TOTIT obligations as well as scenario modeling.</p><p>· Support the regulatory filing process to ensure accurate and timely reporting. Responsibilities include preparing rate case filings, regulatory deliverables, and responses to regulatory data requests. </p><p>· Independently research and conclude on various complex tax issues to determine the appropriate tax treatment and related reporting. Research includes preparing written memorandums and technical presentations.</p><p>· Proactively identify, drive, and implement process improvements that promote risk management, streamline activities, and enhance transparency in tax work streams. Participate in project planning and support special projects including the implementation of new technologies. Actively identify and pursue innovation opportunities.</p>
<p>Reporting to the VP of Finance, the position is responsible for conducting complex cost analysis and audits associated with the cost accounting function for the division. Lead the finance team in implementation of Cost Configurator module within ERP system to provide better cost and margin visibility to the organization.</p><p>JOB RESPONSIBILITIES:</p><p>• Partner with Plant leadership to assist in financial analysis and decision making in support of the financial health of the facility</p><p>• Implementation and ongoing maintenance/support of Cost Configurator module in JD Edwards.</p><p>• Assists in developing, implementing, managing and continually measuring processes ensuring the accuracy of job costing standards, including annual and ad-hoc cost roll exercises as required</p><p>• Ensure integrity of Work Order processing from material issues, labor postings, and associated variances</p><p>• Provide insight and guidance to profitability of various functions and products within the Plant in order to partner with Management and improve results</p><p>• Review and monitor WIP and outside process clearing account and adjust as necessary</p><p>• Annual Budget and rolling Forecast to include Hours, Headcount and Production expenses (Direct and Indirect)</p><p>• Support production team with ad-hoc inquiries, requests and reporting</p><p>• Work closely with Plant management to analyze daily, weekly and monthly work in process (WIP)</p><p>• Reviews accuracy of Plant processes, including Purchased parts cost verification, Router development, Overhead cost verification, Labor rate verification</p><p>• Produces and analyzes month end reports, including variance reporting and plant Overall Equipment Effectiveness performance</p><p>• Performs duties associated with SOX compliance, including WIP reconciliation, WIP subledger aging, Inventory reconciliation and Manufacturing - Segregation of Duties</p><p>• Prepare ad-hoc data analysis and reports for operations management as needed- All other duties as assigned</p><p>• Review balance sheet and P&L accounts and provide detailed variance explanations and resolve potential errors</p><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks</strong></p><p> </p><p>Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.</p><p>This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Our client in the manufacturing industry is seeking an experienced <strong>Senior Pricing Analyst</strong> to join their team. This role is responsible for developing and executing pricing strategies that support profitability, market competitiveness, and business growth. The ideal candidate will bring strong analytical skills, deep experience in <strong>product costing</strong>, and the ability to partner cross-functionally with finance, sales, operations, and supply chain teams.</p><p>This is an excellent opportunity for a pricing professional who understands the complexities of manufacturing environments, including cost structures, margins, raw material impacts, and customer pricing models.</p><p>Key Responsibilities</p><ul><li>Analyze product cost structures, pricing trends, customer agreements, and margin performance to support pricing decisions</li><li>Develop and maintain pricing models for new and existing products across multiple business lines</li><li>Partner with finance and operations teams to ensure accurate standard costs, cost updates, and margin assumptions</li><li>Conduct profitability analysis by product, customer, and channel to identify pricing improvement opportunities</li><li>Evaluate the impact of raw material, labor, freight, and overhead cost changes on product pricing</li><li>Support quote development, price reviews, and contract renewals with data-driven recommendations</li><li>Monitor market conditions, competitor pricing, and industry trends to help shape pricing strategy</li><li>Prepare reports, dashboards, and ad hoc analyses for senior leadership</li><li>Collaborate with sales and commercial teams to balance customer relationships with margin objectives</li><li>Assist in the development of pricing governance, policies, and approval processes</li><li>Drive continuous improvement in pricing tools, reporting, and analytical processes</li></ul><p><br></p>