533 results for Business Systems Analyst Financial Services jobs

Business Analyst - Financial Services

Carpinteria, CA
onsite
Permanent
68000 - 75000 USD / Yearly
We are looking for a skilled Business Analyst to join our team. This position offers a unique opportunity to contribute to process improvements and ensure operational excellence within the financial services sector. Responsibilities:• Provide operational support to various desks based on workload and specific needs.• Lead and manage projects, including quarterly quality checks, fee audits, and statement reviews.• Coordinate system specifications and project plans between operations stakeholders and IT teams.• Analyze operational and system trends to identify issues and propose solutions to management.• Process departmental service and research requests with efficiency and accuracy.• Collaborate with department managers to evaluate and enhance processes, addressing breakdowns and recommending improvements.• Monitor and report trends that may require training updates or process enhancements.• Conduct yearly audits and ensure compliance with established operational standards.• Support business continuity plans by being prepared to perform essential functions remotely when necessary.• Participate in ad-hoc projects as assigned by management
2026-02-11T00:00:00Z

Business Systems Analyst

Jacksonville, FL
onsite
Permanent
80000 - 100000 USD / Yearly
We are looking for an experienced Business Systems Analyst to join our team in Jacksonville, Florida. This role focuses on supporting and optimizing the Oracle Cloud Healthcare Suite, with a particular emphasis on the Payroll module. As part of this position, you will collaborate with cross-functional teams to refine system workflows, test updates, and ensure seamless application functionality while contributing to other functional areas. Responsibilities: • Lead the configuration and implementation of Oracle modules, specializing in the Payroll module. • Design and optimize complex business processes by working closely with teams on system configuration, testing, validation, and documentation. • Collaborate with technical teams to translate business requirements into technical solutions, ensuring the desired functionality is achieved. • Identify opportunities to implement new features or enhance existing functionalities, providing recommendations to improve efficiency. • Develop and execute test plans and scripts, as well as assist in training end-users on system updates and processes. • Maintain detailed documentation of Oracle system requirements, workflows, and procedures. • Offer end-user support by troubleshooting issues and analyzing data through Oracle reports. • Participate in regular Oracle change control meetings and contribute to the decision-making process. • Provide product support and expertise across various functional business areas. • Stay updated on newly released Oracle features, maintenance updates, and patches to ensure optimal system performance.
2026-02-18T00:00:00Z

Business Systems Analyst

Newark, NJ
remote
Temporary
51.4615 - 59.587 USD / Hourly
We are seeking a highly skilled and detail-oriented Senior Business Analyst to support the design, enhancement, and continuous improvement of our Global Portal. This role will partner closely with Product Management, IT, Operations, and Business Stakeholders to define and deliver solutions that drive exceptional digital experiences for our customers.The ideal candidate has deep experience in end-to-end process mapping, requirements gathering and documentation, and translating business needs into clear, actionable user stories and use cases. The Sr. BA will play a pivotal role across the solution lifecycle—from ideation to implementation, testing, training, and post-launch support. Key Responsibilities<ul><li>Elicit, analyze, and document business, functional, and non-functional requirements through workshops, stakeholder interviews, process analysis, and existing system reviews.</li><li>Create detailed current and future state process maps, identifying gaps, inefficiencies, and opportunities for automation and optimization.</li><li>Develop and maintain comprehensive use cases and process flows in collaboration with cross-functional teams.</li><li>Facilitate alignment between Product Management, Development, QA, and Stakeholders to ensure clear understanding of requirements and priorities.</li><li>Support User Acceptance Testing (UAT)/Operational Readiness Testing (ORT) through test case creation, execution support, and validation of requirements.</li><li>Lead or support training, knowledge transfer, and documentation efforts for internal users and external customers when needed.</li><li>Serve as a subject matter expert (SME) for the Global Portal, ensuring a cohesive and consistent customer experience across products and regions.</li><li>Partner with change management teams to ensure business readiness and successful adoption of portal enhancements.</li><li>Collaborate with Product and Program Managers to track delivery status, mitigate risks, and manage scope changes.</li></ul>
2026-02-09T00:00:00Z

Business Systems Analyst

Woodland Hills, CA
onsite
Permanent
130000 - 140000 USD / Yearly
We are looking for an experienced Business Systems Analyst to join our team in Woodland Hills, California. In this role, you will support and enhance Microsoft Dynamics 365 Finance and Operations (D365 F&O) solutions, working closely with business stakeholders to identify and implement effective system improvements. The ideal candidate will bring strong expertise in financial management modules and thrive in a collaborative, fast-paced environment. Responsibilities: • Analyze and assess business requirements to determine feasibility and recommend optimal solutions within the D365 F&O platform. • Provide ongoing support and troubleshooting for the D365 F&O system, addressing issues raised by business teams. • Collaborate with stakeholders to gather, document, and refine business requirements for system enhancements. • Design, develop, and test solutions within the Microsoft Dynamics 365 platform to meet organizational needs. • Support monthly and quarterly system upgrades, ensuring smooth implementation and minimal disruption. • Create and maintain documentation for system design, project specifications, and training materials. • Partner with technical teams to develop and integrate solutions that align with business processes. • Research and document transaction flows to enhance understanding and improve system processes. • Identify opportunities for process improvement and implement best practices to optimize workflows. • Manage time effectively, prioritize tasks, and communicate progress to stakeholders.
2026-02-23T00:00:00Z

Business Systems Analyst

Peridot, AZ
onsite
Temporary
0 - 0 USD / Yearly
Robert Half's client in Peridot, Arizona, is seeking a Business Systems Analyst for a contract to hire opportunity. Monitors and recommends improvements to the organization’s software, hardware, and business systems; performs complex administrative work in planning, developing, coordinating, and implementing training programs and services to systems users. Works closely with executive team members to understand business and client requirements and implement processes to meet those needs. Assists with improving the current operations and procedures of the organization.1. Analyzes current business processes and makes recommendations for improvement.2. Works with clients to understand needs and requirements.3. Supports Helpdesk operations by facilitating resolution of service requests.4. Creates and presents reports to IT management and department stakeholders.5. Implements projects from inception to completion.6. Uses a variety of data analysis and organizational tools to uncover insights on systems productivity.7. Determines operational objectives by studying business functions; gather needs assessments and cost/benefit analysis to align technology with the business strategies.8. Elicits stakeholder feedback and input through interviews and surveys.9. Drafts action plans and leads recurring status meetings with business stakeholders and department leaders to review project status and proposed changes.10. Review business applications and advise stakeholders on process efficiency and improvement.11. Develop, implement, and/or evaluate new and existing training programs.12. Provides specialized training for department staff, develops curriculum and provide basic orientation training; maintains training records of employee participation.13. Collaborates with application vendors and IT management to develop curriculum and training for all clinical staff.14. Creates and maintains documentation of all training presented and ensure compliance with training requirements.
2026-03-03T00:00:00Z

Business Systems Analyst

Cleveland, OH
onsite
Permanent
65000 - 85000 USD / Yearly
We are looking for a skilled Business Systems Analyst to join our team in Westlake, Ohio. This role is ideal for someone who thrives on analyzing complex data, translating business needs into actionable solutions, and collaborating across teams to enhance system functionality. The successful candidate will bring expertise in business analysis and a proactive approach to ensuring seamless project execution and client satisfaction. Responsibilities: • Analyze and interpret data files to translate between proprietary and standard formats, ensuring efficient resolution of business challenges. • Document and implement functional requirements, technical specifications, and templates tailored to client needs while leveraging deep product knowledge. • Review complex data sets, create mapping documents, and provide guidance on best practices to meet client requirements. • Utilize internal databases to identify coding issues and recommend necessary adjustments. • Act as a liaison between teams, managing system enhancements, defect resolution, and validation processes in collaboration with QA teams. • Build and maintain strong relationships with clients, including executive-level stakeholders, and effectively communicate technical and non-technical concepts. • Collaborate with IT teams to develop or improve client products, ensuring business requirements are met, conducting validations, and delivering end-user documentation and training. • Identify opportunities for system improvements and escalate issues to ensure timely resolutions. • Lead discussions with clients to understand their needs and provide strategic guidance, demonstrating professionalism and technical expertise. • Participate in Agile-focused daily stand-up meetings and contribute to project success through disciplined adherence to the Software Development Lifecycle.
2026-02-17T00:00:00Z

Financial Analyst - Financial Services

West Des Moines, IA
onsite
Permanent
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
2026-02-26T00:00:00Z

Financial Analyst - Financial Services

Moline, IL
remote
Permanent
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 🌟
2026-03-05T00:00:00Z

Business Operations Analyst

Scotts Valley, CA
onsite
Permanent
120000 - 135000 USD / Yearly
We are looking for a detail-oriented Business Operations Analyst to join our team in Scotts Valley, California. In this role, you will be responsible for analyzing operational data to uncover opportunities for improved efficiency and scalability. Collaborating closely with cross-functional teams, you will play a key role in driving continuous improvement initiatives and ensuring data accuracy across various systems. Responsibilities:• Develop, maintain, and refine dashboards and performance metrics to monitor key operational areas such as throughput, cycle time, yield, and inventory turns.• Analyze complex datasets to provide actionable insights to both leadership and frontline teams.• Identify inefficiencies in workflows and lead root cause analyses to support corrective actions.• Collaborate with departments including Operations, Engineering, Supply Chain, Quality, and Finance to align on business goals.• Utilize Lean, Six Sigma, or similar methodologies to drive continuous improvement projects.• Provide analytical support for capacity planning, demand forecasting, and sales and operations planning (S&OP).• Design business cases, scenario models, and data-driven recommendations to assist leadership in decision-making.• Contribute to defining standards for operational metrics and enhancing data governance practices.• Improve analytics processes and promote data discipline within the organization.• Lead or support initiatives aimed at enhancing processes, systems, and facilities.
2026-03-01T00:00:00Z

Workday Financials Business Analyst

San Ramon, CA
remote
Temporary
80 - 95 USD / Hourly
Robert Half Management Resources is looking for a skilled Workday Financials Business Analyst with expertise in Banking and Treasury operations to join one of our clients on an interim basis. This role emphasizes financial accuracy and operational efficiency, bridging the gap between Finance, Treasury, and IT. The ideal candidate will have a strong accounting background combined with technical proficiency in Workday, ensuring seamless banking configurations and precise financial reporting. Responsibilities:• Configure and manage Workday Banking functionalities, including bank account setup, connectivity, and electronic file formats.• Perform and oversee complex bank reconciliations, ensuring alignment with corporate accounting standards and accurate cash-to-bank reporting.• Support Treasury functions such as cash pooling, intercompany transfers, and liquidity monitoring within the Workday system.• Collaborate with stakeholders to translate financial needs into system requirements, ensuring seamless communication between Finance, Treasury, and external banking partners.• Document detailed business requirements, identify risks, and propose actionable solutions to keep project workflows on track.• Monitor and optimize cash movement processes to enhance efficiency and accuracy.• Ensure the integrity of financial data and workflows, maintaining compliance with accounting and reporting standards.• Provide analytical insights to improve processes related to banking transactions and cash management.• Act as a functional lead for project workstreams, ensuring deadlines and objectives are met.• Support the integration of Treasury and banking operations into broader financial systems for improved reporting and decision-making.
2026-03-04T00:00:00Z

Functional Business Analyst

Roanoke, TX
remote
Temporary
76 - 88 USD / Hourly
We are looking for a Functional Business Analyst to join our team in Westlake, Texas. In this role, you will play a key part in supporting a Workday Financials implementation by ensuring accurate preparation, validation, and reconciliation of General Ledger data for conversion. This is a long-term contract position that offers the opportunity to collaborate closely with finance and accounting teams while delivering critical data migration tasks. Responsibilities: • Validate and review General Ledger trial balance data to ensure it aligns accurately with the Workday chart of accounts. • Manage GL conversion workbooks, including mapping legacy account structures to the Workday Foundation Data Model. • Reconcile converted balances by identifying and addressing discrepancies between legacy systems and Workday environments. • Investigate and resolve data-related issues through collaboration with accounting subject matter experts, finance leaders, and Workday configuration teams. • Facilitate iterative data load cycles, including mock conversions and cutover activities. • Maintain documentation of findings and data quality concerns to ensure audit readiness and conversion success. • Ensure adherence to accounting standards while aligning with Workday Financials design principles. • Support compliance efforts related to data migration and financial reporting requirements.
2026-03-05T00:00:00Z

Financial Operations Analyst

San Marcos, CA
onsite
Temporary
43 - 50 USD / Hourly
Robert Half is supporting a high-growth retail/distribution company in San Marcos seeking a sharp, analytical Financial Operations Analyst to strengthen their FP&A and operational performance tracking. This role blends traditional financial analysis with inventory analytics, margin reviews, forecasting, and cross-functional partnership. Ideal for someone who enjoys fast-changing environments and making data meaningful for business leaders. What You’ll Do<ul><li>Analyze sales, margin, inventory, and operational performance across multiple product categories</li><li>Prepare weekly and monthly KPI dashboards with insights for leadership</li><li>Support budgeting/forecasting cycles with models, scenarios, and variance commentary</li><li>Partner with Purchasing, Supply Chain, and Operations to validate cost and volume data</li><li>Evaluate pricing changes, promotions, and product performance trends</li><li>Work with Accounting to reconcile inventory variances, landed cost, COGS, and shrink</li><li>Assist with monthly close support: accruals, reconciliations, journal entries, and reporting</li><li>Develop and refine models for demand forecasting, revenue planning, and operational efficiency</li><li>Prepare presentations for senior leadership, highlighting risks, trends, and opportunities</li></ul>
2026-02-27T00:00:00Z

Business Process Analyst

Piscataway, NJ
onsite
Temporary
39.5865 - 45.837 USD / Hourly
A large academic institution is seeking a proactive and strategic Business Process Analyst to evaluate, optimize, and support business operations related to its Salesforce Service Cloud platform. This individual will work closely with department heads and stakeholders across multiple departments, providing insight and recommendations to improve student-facing services, advisor workflows, and internal processes.This role will serve as a key bridge between business operations and technical development, helping to ensure the institution is making the most effective and efficient use of its Salesforce platform.Key Responsibilities:<ul><li>Evaluate existing workflows, procedures, and systems related to Salesforce Service Cloud</li><li>Conduct process mapping and gap analysis to identify inefficiencies and recommend improvements</li><li>Collaborate with department leaders to advise on optimal usage of Salesforce for case management, student support, knowledge management, and agent automation</li><li>Support the configuration and optimization of Service Cloud agents, case routing, and automation processes</li><li>Lead discovery sessions and conduct interviews with advisors, student support teams, and administrators to understand current-state operations</li><li>Research best practices in higher education, particularly in how academic advising and student services are delivered using CRM tools</li><li>Serve as a liaison between functional departments and the Salesforce technical team to translate business needs into system enhancements</li><li>Track and document recommendations, create standard operating procedures (SOPs), and assist in training efforts across departments</li><li>Support the broader implementation of Salesforce Service Cloud across academic and administrative units</li></ul>
2026-02-09T00:00:00Z

Financial Data Analyst

Houston, TX
onsite
Permanent
90000 - 110000 USD / Yearly
We are looking for an experienced Financial Data Analyst to join our dynamic team in Houston, Texas. This role involves analyzing complex financial data, creating models, and providing actionable insights to support strategic decision-making. The ideal candidate will have a strong background in financial analysis and modeling, coupled with the ability to present findings in a clear and impactful manner. Responsibilities: • Develop and maintain advanced financial models in Excel to support budgeting, forecasting, and long-term planning. • Perform scenario, sensitivity, and what-if analyses to evaluate potential outcomes and risks. • Conduct in-depth ad hoc analyses to address strategic business questions and opportunities. • Prepare detailed reports on financial performance, emphasizing key trends and actionable recommendations. • Track and evaluate critical financial metrics to monitor performance against goals. • Analyze profit and loss statements, balance sheets, and cash flow data to identify trends and variances. • Collaborate with the business intelligence team to design and prototype dashboards and management reports using Power BI. • Assist in the preparation of annual budgets and forecasts by working closely with management. • Conduct market research to understand industry trends and assess competitive positioning. • Support financial due diligence efforts by creating pro forma financials for acquisitions and partnerships.
2026-03-05T00:00:00Z

Financial Data Analyst

Trenton, NJ
remote
Temporary
17 - 18 USD / Hourly
We are seeking detail-oriented and analytical Entry Level Financial Data Analysts to support large-scale financial data and communications review initiatives. This role involves analyzing, annotating, and interpreting structured and unstructured financial data—including written and voice-based communications—to help build and enhance advanced data models and monitoring systems. This position is ideal for recent graduates with strong academic backgrounds in finance-related disciplines who are interested in financial markets, data analysis, and emerging financial technologies. Key Responsibilities<ul><li>Review, classify, and annotate financial communications to accurately identify transaction intent and key financial details.</li><li>Analyze written and voice-based financial content to extract structured insights from unstructured data.</li><li>Transcribe and annotate recorded communications with a high degree of accuracy.</li><li>Evaluate financial transactions and instruments, including options, swaps, forwards, and other derivatives.</li><li>Identify financial, trading, or compliance-related elements within communications and datasets.</li><li>Support the development and validation of high-quality training datasets for automated data extraction and monitoring systems.</li><li>Perform detailed quality checks to ensure data integrity, consistency, and accuracy.</li><li>Utilize Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, formulas) to organize, analyze, and report findings.</li><li>Maintain productivity and precision in a deadline-driven, remote work environment.</li></ul>
2026-02-23T00:00:00Z

Financial Data Analyst

Woodbridge, NJ
remote
Temporary
47.5 - 55 USD / Hourly
Model Development & Maintenance • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management. • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality. • Work with the Actuarial and Financial Planning and Analysis (FP&A) teams to automate and improve model performance using Python-based scripting and automation. • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies. Traditional Actuarial Tasks • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries. • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios). • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting. • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business. Financial Modeling & Risk Assessment • Conduct stress testing and scenario analysis to assess financial impacts. • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning. • Assist in forecasting financial performance and evaluating risk exposure.
2026-02-09T00:00:00Z

FINANCE - Financial Analyst

Newport Beach, CA
onsite
Temporary
55 - 65 USD / Hourly
We are looking for a skilled Finance Professional to join our team on a long-term contract basis in Newport Beach, California. This role will focus on delivering key financial planning and analysis activities, including forecasting, variance analysis, and financial modeling, while collaborating closely with business and finance stakeholders. The ideal candidate will thrive in a dynamic, deadline-driven environment and bring expertise in providing actionable insights to support organizational decision-making. Responsibilities:• Conduct monthly and quarterly budget variance analysis to monitor financial performance against targets.• Develop and maintain accurate financial forecasts and projections to support planning efforts.• Analyze financial trends, identify risks and opportunities, and present insights to business stakeholders.• Build and manage detailed financial models to support management reporting and decision-making processes.• Handle large datasets to ensure accuracy and consistency in financial outputs.• Collaborate with cross-functional teams to provide financial insights that drive strategic decisions.• Prepare comprehensive management reports, highlighting key financial metrics and recommendations.• Utilize advanced Excel skills, including pivot tables and complex formulas, to streamline data analysis.• Support ad hoc financial reporting and analysis requests as needed.• Ensure timely and precise delivery of financial outputs in a fast-paced environment.
2026-02-26T00:00:00Z

Financial Technical Operations Analyst

Coppell, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Technical Operations Analyst to join our team in Dallas, Texas. In this role, you will serve as a key financial partner, offering strategic insight and operational support to enhance business performance. You will collaborate across departments to ensure financial accuracy, streamline processes, and contribute to the effective management of resources. Responsibilities:• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.• Offer strategic financial guidance to leadership while supporting decision-making processes.• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.• Work closely with external auditors to provide necessary documentation during audits.• Prepare and distribute monthly profit and loss statements to executive and local management.
2026-02-23T00:00:00Z

Business Operations Analyst II

Allentown, PA
onsite
Temporary
0 - 0 USD / Yearly
We are looking for a detail-oriented and proactive Business Operations Analyst II to join our team in Allentown, Pennsylvania. This long-term contract position offers a hybrid work schedule, allowing for both in-office and remote work flexibility. The successful candidate will play a key role in supporting treasury operations, ensuring accurate cash management and financial processes while contributing to the team's overall goals. Responsibilities: • Oversee daily payment processing, including monitoring settlement cycles, verifying system controls, and ensuring accurate delivery of payment files. • Assist in managing short-term investments and borrowing activities for corporate and utility sectors, adhering to established policies. • Analyze and resolve reconciliation issues, payment discrepancies, and system errors related to treasury operations. • Maintain effective relationships with banking partners, ensuring proper account access and controls within internal treasury systems. • Conduct verification reviews to monitor fraud detection and uphold the integrity of cash transaction processes. • Provide guidance and support to internal users on treasury procedures and systems. • Prepare cash forecasts and monitor short-term debt and liquidity for operating companies. • Handle confidential cash records securely and perform administrative tasks related to cash accounting. • Collaborate with auditors to address cash control processes and ensure compliance. • Participate in special projects, ad hoc financial analysis, and other duties as assigned by management.
2026-02-27T00:00:00Z

Financial Business Systems Analyst - ERP/CRM Consultant

Colwich, KS
onsite
Permanent
0 - 0 USD / Yearly
Position: Financial Business Systems Analyst - ERP Systems Analyst Location: Onsite - Colwich, KS Salary: $95,000 - $125,000 base annual salary + excellent benefits *** 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. *** Join a fast‑growing stable organization at the forefront in their industry with modern technology. This is your chance to step into a highly visible Business Systems Analyst / Financial Business Systems Analyst role supporting a brand‑new global ERP environment and major transformation initiatives. ⭐ Why This Opportunity Is Exciting • Support a newly implemented D365 F&O ERP used across multiple global businesses. • Work directly with end users to solve real business challenges — not just gather requirements from afar. • Blend hands‑on ERP/finance systems work with forward‑looking projects. • Be part of a small, collaborative, tight‑knit team (4 people). • Enjoy standout perks: ○ Profit‑sharing bonus (2–8% on average, varies by company performance). ○ Paid company shutdown between Christmas and New Year’s. 🎯 What You’ll Do • Spend 75% of your time on ERP project work; 25% on break/fix. • Support D365 F&O across accounting, financial reporting, integrations, and new business units. • Troubleshoot system issues, take user calls, and resolve tickets. • Map business processes, document requirements, and create end‑to‑end workflows. • Conduct data analysis and support financial systems decision‑making. • Partner directly with end users, QA, and cross‑functional teams. • Contribute to future CRM modernization (Microsoft Customer Engagement planned for 2027). 🧩 What You Bring • 7+ years in IT systems/business analysis or systems analysis. • 3+ years focused on ERP, financial systems, or financial reporting OR 4 years as an IT BSA + 3 years accounting experience within an ERP. • Strong knowledge of: ○ D365 F&O (most critical) ○ SQL ○ Azure DevOps ○ Excel (advanced) and Visio ○ Teams, OneDrive, SharePoint Online, Power BI/Power Platform, Planner, Fabric • Experience leading requirements sessions, process mapping, and full documentation (user guides → technical docs). • Ability to communicate clearly with non‑technical users and explain systems in plain language. Preferred: · Helpdesk experience · PMP or CPA · Spanish language skills *** 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. ***
2026-03-04T00:00:00Z

Financial Planning Analyst

Albany, NY
onsite
Permanent
80000 - 110000 USD / Yearly
A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner.
2026-02-13T00:00:00Z

Financial Planning Analyst

Mountain View, CA
onsite
Temporary
45 - 55 USD / Hourly
Overview:The Senior FP&A Analyst specializing in automation and AI plays a vital role in elevating financial strategy and operations by leveraging advanced analytics, automation tools, and artificial intelligence. This position is responsible for enhancing forecasting accuracy, streamlining reporting processes, and delivering actionable business insights. The Senior FP&A Analyst partners with cross-functional teams to identify opportunities for automation, optimize financial workflows, and support strategic decision-making.Key Responsibilities:<ul><li>Lead the integration and utilization of automation and AI tools within the FP&A function to improve efficiency and data accuracy.</li><li>Build and maintain advanced financial models, leveraging AI-powered analytics and automation for scenario analysis, forecasting, and budgeting.</li><li>Produce and automate monthly, quarterly, and annual management reporting packages for leadership.</li><li>Analyze financial and operational results, using AI tools to uncover trends, variances, and risks.</li><li>Collaborate with IT and business units to implement automated solutions and enhance financial data pipelines.</li><li>Identify and recommend process improvements, focusing on technology-driven solutions to reduce manual work and mitigate error.</li><li>Drive adoption of new digital tools and train finance team members on automation and AI best practices.</li><li>Support board presentations, strategic projects, and ad hoc analysis with AI-enabled insights.</li></ul>
2026-02-20T00:00:00Z

Sr. Financial Cost Analyst

Cleveland, OH
onsite
Permanent
100000 - 120000 USD / Yearly
• Standard Costing • Inventory • Cost rolls • Variance Analysis • Absorption • Pulling data from Excel to analyze and help with decision-making
2026-02-16T00:00:00Z

Sr. Financial Data Analyst

Lancaster, PA
onsite
Permanent
85000 - 95000 USD / Yearly
We are looking for a skilled and detail-oriented Senior Financial Data Analyst to join our client's team in Lancaster County, Pennsylvania. In this role, you will leverage your expertise in financial analysis and data modeling to support strategic business objectives. The ideal candidate will have a strong analytical mindset, technical proficiency, and a passion for working with financial data to drive insights and improvements. Responsibilities:• Lead project planning and execution, ensuring tasks are delegated effectively and deadlines are met.• Design and implement innovative processes and improvements to enhance operational efficiency.• Develop and deliver training initiatives for team members on essential programs and tools.• Create advanced SQL queries and formulas to analyze and manipulate complex datasets.• Optimize data models in Oracle, Excel, and Power BI to improve performance and usability.• Quickly adapt to new tools and technologies to support evolving project needs.• Utilize extensive company knowledge or resourcefulness to locate and apply necessary information.• Access and retrieve data efficiently from available data warehouses for analytical purposes.• Collaborate with stakeholders to provide actionable insights through data visualization and analysis.• Ensure the accuracy and integrity of financial data used for decision-making.
2026-03-03T00:00:00Z

Financial Sales Analyst

Hatfield, PA
onsite
Permanent
75000 - 90000 USD / Yearly
Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance. Responsibilities:• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.• Provide support for pricing strategies, including broker commission reporting and margin analysis.• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.• Derive actionable insights from internal and external data to inform trade and promotional planning.• Manage promotional accruals and maintain accurate customer and product hierarchies.• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.• Conduct data mining and analysis to uncover opportunities for improving financial performance.
2026-02-06T00:00:00Z