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589 results for Business Systems Analyst Financial Services jobs

Financial Systems Analyst
  • Cleveland, OH
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>&#128293; Hot Job Opportunity: NETSUITE IMPLEMENTATION ANALYST</p><p>&#128205; Near Bedford Hts., OH</p><p>&#127981; Industry: Manufacturing/Retailer</p><p>&#128188; Position Type: HYBRID &amp; Direct Hire!</p><p><br></p><p>What you will do:</p><p>✔Implement, Develop &amp; Design NetSuite</p><p>✔Collaborate with the management team, and third-party vendors</p><p>✔Support and train end users on NetSuite</p><p>✔Be Subject Matter expert for NetSuite</p><p>✔Recommend Solutions amp; Processes</p><p>✔Create financial systems and reporting tools</p><p>✔Be the liaison between NetSuite and the internal IT team</p><p>✔Implement system changes.</p><p><br></p><p>&#128176; Compensation Benefits:</p><p>✔ Base Salary - $90-120k</p><p>✔ Discretionary bonus</p><p>✔ Low cost Medical, Dental &amp; Vision</p><p>✔ Vacation - 18 days!</p><p>✔ Paid Holidays</p><p>✔ 5% 401k match</p><p>✔ Employee discounts!</p><p><br></p><p>&#128222; Interested? Let’s Connect!</p><p>Call 216-800-7232 </p>
  • 2026-10-14T00:00:00Z
Financial Systems Analyst
  • Fairview, OR
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p>Patricia Wesson with Robert Half is searching for a Financial Systems Analyst to support and improve financial systems operations for an education organization. This position plays a central role in helping teams use enterprise applications effectively by providing guidance, building reporting solutions, and strengthening day-to-day system performance. The role also partners with stakeholders across finance, payroll, human resources, and technology to enhance processes, maintain data reliability, and support informed business decisions. This is a fantastic opportunity for candidates with strong accounting acumen who are looking to make a pivot into a more technical role. </p><p><br></p><p>Responsibilities:</p><p>• Act as the lead functional resource for financial enterprise applications, assisting users across departments with troubleshooting, guidance, and clear process documentation.</p><p>• Administer system permissions, role assignments, and workflow settings to support secure access and efficient business operations.</p><p>• Produce reports, queries, dashboards, and data extracts that help leadership and staff evaluate performance and make informed decisions.</p><p>• Work with cross-functional teams to review current procedures, identify manual inefficiencies, and recommend automation or workflow improvements.</p><p>• Collaborate with internal technology teams and external software partners on upgrades, interfaces, testing activities, and rollout of new system capabilities.</p><p>• Coordinate and execute user acceptance testing for enhancements, integrations, and configuration changes to confirm reliability and data accuracy before release.</p><p>• Monitor connections between finance platforms and third-party applications, resolving issues that affect data flow, timeliness, or system stability.</p><p>• Maintain core financial system structures such as funds, accounts, organizational codes, project values, and related segments required for reporting and processing.</p><p>• Deliver training for new and existing employees on financial system processes and standard procedures to promote consistent adoption across the organization.</p><p>• Support budgeting, forecasting, financial analysis, and special projects, including oversight responsibilities when assigned.</p><p><br></p><p>Please reach out to Patricia Wesson with Robert Half to review this position. Job Order: 03600-0013501737</p>
  • 2026-10-07T00:00:00Z
Business Systems Analyst
  • Branford, CT
  • onsite
  • Permanent / Full Time
  • 80000 - 90000 USD / Yearly
  • <p>We are looking for a Business Systems Analyst to support business process improvement and data-driven decision-making in Branford, Connecticut. This role focuses on analyzing system needs, reviewing business documentation, and translating operational requirements into effective technical solutions. The ideal candidate brings hands-on experience with Oracle-based environments, strong SQL and PL/SQL capabilities, and the ability to work across teams to strengthen enterprise systems.</p>
  • 2026-10-09T00:00:00Z
Business Systems Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.</p><p>• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.</p><p>• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.</p><p>• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.</p><p>• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.</p><p>• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.</p><p>• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.</p><p>• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.</p><p>• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.</p>
  • 2026-09-30T00:00:00Z
Business Systems Analyst
  • Bloomington, MN
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a Business Systems Analyst to support business operations and strengthen the connection between functional teams and technology solutions in Bloomington, Minnesota. This role focuses on understanding business needs, improving processes, and helping resolve system-related issues that affect day-to-day performance. The ideal candidate brings a strong analytical mindset, experience with enterprise applications, and the ability to translate complex requirements into practical, effective solutions.</p><p><br></p><p>Responsibilities:</p><p>• Partner with business teams and technical stakeholders to gather needs, clarify objectives, and convert operational challenges into well-defined system requirements.</p><p>• Investigate application and process issues by reviewing incidents, identifying patterns, and helping drive timely resolution of production support concerns.</p><p>• Facilitate root cause analysis efforts and contribute to problem resolution and controlled change activities related to enterprise systems.</p><p>• Create clear documentation such as process maps, workflow diagrams, use cases, and data flow materials to support solution design and implementation.</p><p>• Assist with the planning, validation, rollout, and post-launch support of business applications across multiple functional areas.</p><p>• Identify opportunities to streamline workflows, reduce manual effort, and improve system performance through automation and emerging technologies, including AI-enabled tools.</p><p>• Evaluate proposed solutions to ensure they align with business goals, preserve data accuracy, and support compliance and operational reliability</p>
  • 2026-10-16T00:00:00Z
Business Systems Analyst
  • Los Angeles, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 105000 USD / Yearly
  • <p><strong>Business Systems Analyst</strong></p><p><br></p><p><strong>Overview</strong></p><p>A growing organization is seeking an Enterprise Applications Lead to support and enhance critical business systems, integrations, and operational technologies. This role will serve as a key liaison between technical and business teams, helping ensure enterprise applications remain reliable, scalable, and aligned with evolving business needs.</p><p><br></p><p>The ideal candidate will possess experience supporting enterprise platforms, application integrations, process improvements, and technology modernization initiatives across multiple business functions.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Support the administration, maintenance, and optimization of enterprise business applications</li><li>Troubleshoot system issues and coordinate resolution efforts across stakeholders</li><li>Manage user access, system configurations, workflows, and data governance processes</li><li>Support integrations between internal and external business systems</li><li>Assist with application enhancements, upgrades, testing, and deployment activities</li><li>Develop and maintain documentation, support procedures, and training materials</li><li>Monitor system performance and identify opportunities for process improvement</li><li>Partner with technical and business teams to support operational initiatives</li><li>Assist with data validation, reporting, and cross-functional business processes</li><li>Support technology projects and implementation efforts across the organization</li></ul>
  • 2026-10-19T00:00:00Z
Business Systems Analyst
  • Duncan, SC
  • onsite
  • Temporary to Hire
  • 65 - 75 USD / Hourly
  • We are looking for an experienced Business Systems Analyst to join a semiconductor and electric components manufacturing organization in Duncan, South Carolina. This contract opportunity with potential for a permanent role will focus on strengthening Oracle E-Business Suite solutions by partnering with business teams and technical resources to improve application performance, usability, and alignment with operational goals. The ideal candidate brings a strong background in requirements analysis, process improvement, and functional support across enterprise systems. This role offers the chance to contribute to high-impact initiatives that support finance, supply chain, procurement, and operations.<br><br>Responsibilities:<br>• Partner with stakeholders across business and IT teams to understand operational needs and turn them into practical Oracle E-Business Suite solutions.<br>• Elicit, organize, and evaluate functional requirements for application enhancements, issue resolution, upgrades, and ongoing system support.<br>• Maintain and adjust Oracle application configurations to meet business expectations while supporting stability and efficiency.<br>• Convert business needs into clear functional documentation that guides developers, integration teams, and other technical resources.<br>• Identify opportunities to streamline workflows and recommend improved approaches within the Oracle E-Business Suite environment.<br>• Participate in implementations, patches, integrations, and upgrade activities, including troubleshooting and support after deployment.<br>• Build test scenarios, coordinate user acceptance activities, and confirm that delivered changes meet defined business objectives.<br>• Prepare training guides, process documentation, and reference materials while assisting end users with adoption and knowledge transfer.<br>• Collaborate with finance, supply chain, procurement, and operations teams to ensure system capabilities support broader business priorities.<br>• Track application behavior and respond to functional issues quickly to minimize disruption to daily operations.
  • 2026-10-12T00:00:00Z
Business Systems Analyst
  • Dallas, TX
  • onsite
  • Permanent / Full Time
  • 80000 - 100000 USD / Yearly
  • <p>We are looking for a Business Systems Analyst to support critical business applications in a fast-paced commodity trading and financial environment in North Dallas, Texas. This position partners with operational stakeholders and technical teams to clarify business needs, improve system-driven processes, and help ensure applications perform reliably. The role is well suited for someone who combines strong analytical thinking with hands-on experience in requirements documentation, testing, and user support across trading, risk, or accounting functions.</p><p><br></p><p><u>Responsibilities:</u></p><ul><li>Evaluate current operational workflows and uncover opportunities to simplify processes, increase efficiency, and reduce manual effort.</li><li>Work with business partners and technical teams to elicit, organize, and document functional and system requirements for application enhancements and support needs.</li><li>Produce and maintain clear process maps, requirements documents, user procedures, and related system documentation</li><li>Assist with the rollout, optimization, and day-to-day support of business applications tied to trading, risk management, and accounting activities.</li><li>Design structured test plans and detailed test scenarios to validate system updates, configuration changes, and new functionality.</li><li>Execute functional, integration, regression, and user acceptance testing while documenting outcomes and tracking defects to resolution.</li><li>Research production issues, analyze system behavior and data, and collaborate with technical resources to identify root causes and corrective actions.</li><li>Use SQL and related query tools to investigate data issues, confirm results, and support reporting or validation requests.</li><li>Act as a connector between business stakeholders, developers, quality teams, and other IT groups to keep initiatives aligned and moving forward.</li><li>Contribute to application upgrades, system integrations, and broader continuous improvement efforts affecting business platforms.</li></ul>
  • 2026-10-05T00:00:00Z
Financial & Accounting Systems Analyst
  • Rock Island, IL
  • onsite
  • Permanent / Full Time
  • 65000 - 85000 USD / Yearly
  • <p>We are looking for a Financial &amp; Accounting Systems Analyst to support the performance, accuracy, and continuous improvement of finance technology solutions in the Quad Cities. This position connects accounting operations with technical systems, helping teams produce reliable reporting, strengthen data quality, and streamline core financial activities. The ideal candidate brings a solid grasp of accounting processes, systems analysis, and reporting tools, along with a proactive approach to solving problems and improving efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Act as the main point of coordination between finance stakeholders and technology teams to align system capabilities with business needs.</p><p>• Administer and support financial platforms and related applications, ensuring stable operation and responsive issue resolution.</p><p>• Review accounting workflows across areas such as general ledger, payables, receivables, fixed assets, and inventory to identify opportunities for improvement.</p><p>• Participate in system upgrades, new application rollouts, and integration efforts that affect finance and accounting operations.</p><p>• Monitor the quality and consistency of financial data by performing audits, validations, and reconciliation-related checks.</p><p>• Develop user guidance and deliver training that helps teams follow standard processes and use financial systems effectively.</p><p>• Partner with cross-functional groups to support tools and reporting used for budgeting, forecasting, and financial planning activities.</p><p>• Investigate system-related problems, coordinate with internal support teams or external providers, and help drive timely resolution.</p><p>• Evaluate existing system functionality and recommend enhancements that improve control, compliance, and operational efficiency.</p>
  • 2026-10-21T00:00:00Z
Financial Analyst - Financial Services
  • Moline, IL
  • onsite
  • Permanent / Full Time
  • 64000 - 930000 USD / Yearly
  • <p>Are you looking for a role where your ideas matter, your work drives decision-making, and you&#39;re part of a high-performing, close-knit team?</p><p>A progressive and financially strong organization is seeking a <strong>Financial Analyst</strong> to join its Finance team. This is a unique opportunity to move beyond traditional reporting and play a key role in <strong>balance sheet strategy, budgeting, forecasting, liquidity management, and financial analysis</strong> that directly impacts business growth.</p><p><strong>What You&#39;ll Do</strong></p><ul><li>Analyze profitability, interest rate risk, liquidity, and balance sheet performance</li><li>Support budgeting, forecasting, and strategic financial planning initiatives</li><li>Evaluate new products, lending programs, and investment opportunities</li><li>Participate in financial modeling, reporting enhancements, and technology-driven process improvements</li><li>Contribute to high-impact projects involving data analytics, automation, and business intelligence</li></ul><p><strong>What They&#39;re Looking For</strong></p><ul><li>Background in Finance, Accounting, Financial Analysis, or Audit</li><li>Experience with budgeting, forecasting, financial modeling, ALM, investments, or financial institution reporting is preferred</li><li>Strong analytical mindset with the ability to work independently and proactively</li><li>Someone who naturally seeks out opportunities, asks great questions, and wants to make an impact</li></ul><p><strong>Why You&#39;ll Love It Here</strong></p><p>✅ Collaborative, approachable leadership that invests in employee development</p><p> ✅ High-visibility role with direct exposure to executive leadership</p><p> ✅ Strong culture focused on teamwork, engagement, and employee connection</p><p> ✅ Variety and challenge. No two days look the same</p><p> ✅ Healthy work-life balance with flexibility during non-peak periods</p><p> ✅ Opportunity to help shape the future of a growing and innovative organization</p><p><br></p><p>If you&#39;re looking for more than a typical analyst role and want to help drive strategic decisions in a forward-thinking organization, we&#39;d love to connect.</p>
  • 2026-09-25T00:00:00Z
Functional Business Analyst
  • Portland, ME
  • remote
  • Temporary / Contract
  • 65 - 80 USD / Hourly
  • We are looking for a Functional Business Analyst to support engineering-focused business operations in Portland, Maine. This Long-term Contract position is ideal for someone who can translate operational needs into clear functional solutions, strengthen business system performance, and produce thorough documentation that supports decision-making. The role calls for someone who is detail oriented and can work across stakeholders, analyze current processes, and help shape effective system and reporting outcomes using Microsoft 365 Enterprise and Dynamics 365 Finance &amp; Operations.<br><br>Responsibilities:<br>• Partner with business and technical stakeholders to gather, interpret, and organize functional needs into clearly documented business requirements.<br>• Evaluate existing business systems and workflows to identify process gaps, improvement opportunities, and solution recommendations aligned with operational goals.<br>• Create and maintain business requirement documents, process maps, and supporting functional documentation for project and system initiatives.<br>• Support configuration and functional analysis efforts related to Microsoft 365 Enterprise and Dynamics 365 Finance &amp; Operations environments.<br>• Work with cross-functional teams to define reporting needs and improve the accuracy, consistency, and usefulness of financial reporting outputs.<br>• Facilitate discussions, workshops, and review sessions to confirm requirements, resolve questions, and align project expectations.<br>• Assist with testing preparation, validation activities, and user acceptance efforts to ensure delivered solutions meet agreed business objectives.<br>• Provide ongoing analysis for system-related enhancements, including responsibilities tied to business process changes or internal platform transitions when required.
  • 2026-10-22T00:00:00Z
Financial Operations Analyst
  • Bristol, PA
  • onsite
  • Permanent / Full Time
  • 60000 - 72000 USD / Yearly
  • We are looking for a Financial Operations Analyst to join a collaborative finance team in Bristol, Pennsylvania. This role blends core accounting responsibilities with treasury support, helping maintain accurate records, manage daily cash activity, and contribute to reliable financial reporting. The ideal candidate brings hands-on experience with reconciliations, journal entries, and cash operations, along with the ability to work effectively across departments in a fast-paced environment.<br><br>Responsibilities:<br>• Record and review journal entries while supporting monthly, quarterly, and annual close activities to keep financial data accurate and current.<br>• Reconcile general ledger, balance sheet, and bank accounts, researching differences and resolving issues in a timely manner.<br>• Track daily cash movement and prepare regular cash position updates to support informed financial decision-making.<br>• Coordinate payment activity, including wire transactions and intercompany transfers, while ensuring proper documentation and control.<br>• Assist with short-range cash forecasting by analyzing balances, expected inflows, and upcoming disbursements.<br>• Contribute to the preparation of financial statements and review fluctuations to identify notable variances or unusual activity.<br>• Partner with accounts payable and accounts receivable teams to support smooth processing of cash receipts and outgoing payments.<br>• Maintain organized banking records, respond to transaction-related inquiries, and work with financial institutions to address account activity issues.<br>• Support audit requests by compiling schedules and documentation that substantiate account balances and transaction history.<br>• Recommend process enhancements that strengthen cash management reporting, improve efficiency, and reinforce internal controls.
  • 2026-10-09T00:00:00Z
Financial Operations Analyst
  • Columbia, MD
  • onsite
  • Permanent / Full Time
  • 75000 - 95000 USD / Yearly
  • <p>INTERESTING FINANCE OPPORTUNITY FOR SOMEONE LOOKING TO BREAK INTO OPERATIONS FINANCE, CONTRACTS, AND BUILDING RELATIONSHIPS!</p><p> </p><p>Are you looking to get away from being behind an Excel spreadsheet and use your finance and analytical experience to be more interactive with the operations side of the business? Are you looking to leverage your analytical skills to build relationships and build business? Do you have knowledge of contracts? If so, this is the job for you! Robert Half has partnered with a premier client in the area to help build out their Financial Operations team! In this role, you will be focused on providing support to your assigned business units, and partner with senior leadership to update and maintain financial reporting to identify opportunities and improve efficiencies. You must have superior analytical and problem-solving skills, and be proactive and action-oriented to dig for answers and find solutions. A successful candidate will have a strong attention to detail, the ability to prioritize, and a sense of urgency to meet multiple deadlines.</p><p> </p><p>How will you make an impact:</p><ul><li>Support a portfolio of projects with contract review, amendments, and financial analysis</li><li>Work to streamline and automate processes with assigned business units</li><li>Review and analyze project costs, allocations, and monthly financial statements </li><li>Participate in monthly financial calls with Senior Leadership</li><li>Forecasting and update financial projection models </li><li>Additional ad hoc reporting as assigned</li></ul><p>Do not miss out on this a unique opportunity where hard work is rewarded and you are recognized for your efforts!! Apply immediately to be considered, or contact Tracy Kaszuba on LinkedIn, and you can email me directly with the email at my LinkedIn profile. </p>
  • 2026-10-12T00:00:00Z
Financial/Operations Analyst
  • Moreno Valley, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 94000 USD / Yearly
  • We are looking for a Financial/Operations Analyst to support data-driven decision-making for a retail operation in Moreno Valley, California. This role focuses on interpreting financial and operational performance, identifying trends, and delivering insights that improve efficiency and business results. The ideal candidate brings strong analytical judgment, advanced Excel capability, and the ability to work effectively in a fast-moving environment.<br><br>Responsibilities:<br>• Analyze financial and operational data to identify performance trends, cost drivers, and opportunities for improvement across retail business functions.<br>• Build and maintain reporting tools, dashboards, and financial models that support planning, forecasting, and day-to-day operational decisions.<br>• Perform ad hoc analysis to answer business questions, evaluate outcomes, and provide actionable recommendations to leadership.<br>• Investigate variances between actual results and forecasts or budgets, explaining key drivers and highlighting areas that require attention.<br>• Use data mining techniques and visualization tools such as Tableau to turn complex information into clear, useful insights.<br>• Partner with cross-functional teams to gather business requirements, improve reporting accuracy, and support process efficiency initiatives.<br>• Prepare concise summaries and presentations that communicate analytical findings to stakeholders with varying levels of financial knowledge.
  • 2026-10-13T00:00:00Z
Sr. ERP Systems Analyst-Financial
  • Hershey, PA
  • onsite
  • Permanent / Full Time
  • 100000 - 120000 USD / Yearly
  • We are looking for an experienced finance systems specialist to serve as a key partner across Finance, IT, and related business teams in Pennsylvania. This role focuses on strengthening and evolving Workday Financials by converting business needs into scalable solutions, improving financial processes, and supporting system adoption after implementation. The ideal candidate brings strong functional knowledge of enterprise finance operations, sound judgment in evaluating enhancements, and the ability to guide releases, testing, and continuous improvement in a controlled environment.<br><br>Responsibilities:<br>• Partner closely with Finance, IT, and cross-functional stakeholders to translate accounting policies, control requirements, and operational needs into effective system solutions.<br>• Act as the functional owner for Workday Financials by managing incoming requests, assessing priorities, and shaping a forward-looking enhancement roadmap.<br>• Coordinate functional activities for scheduled Workday releases, including evaluating business impact, organizing testing efforts, and recommending feature adoption decisions.<br>• Lead configuration and process improvement initiatives with an emphasis on maximizing standard platform capabilities before considering customized approaches.<br>• Direct end-to-end quality validation for system updates, including regression coverage and user acceptance testing, to confirm alignment with financial and operational controls.<br>• Provide ongoing support to end users after go-live through training, issue resolution, and change guidance that encourages strong platform utilization.<br>• Collaborate with implementation or service partners to review recommendations, influence design choices, and ensure business interests are well represented.<br>• Contribute to additional finance systems or project-related tasks as needed to support department objectives.
  • 2026-10-21T00:00:00Z
Senior Business Systems Analyst
  • Fort Washington, PA
  • onsite
  • Temporary / Contract
  • 0 - 0 USD / Yearly
  • We are looking for an experienced Senior Business Systems Analyst to support business and technology initiatives in Fort Washington, Pennsylvania. This Long-term Contract position will focus on translating operational needs into effective system solutions while partnering closely with stakeholders across the organization. The ideal candidate brings strong business systems expertise, analytical thinking, and the ability to work within technical environments that include Ruby on Rails applications.<br><br>Responsibilities:<br>• Partner with business teams and technical stakeholders to gather, clarify, and document system needs and process expectations.<br>• Analyze existing workflows and identify opportunities to improve efficiency, functionality, and overall system performance.<br>• Translate business objectives into detailed functional specifications, user stories, and supporting documentation for development teams.<br>• Work alongside engineering teams supporting Ruby on Rails-based applications to ensure requirements are accurately understood and delivered.<br>• Facilitate discussions, workshops, and reviews to align project scope, priorities, and solution design with business goals.<br>• Support testing efforts by defining acceptance criteria, validating outcomes, and confirming that implemented solutions meet business requirements.<br>• Track issues, risks, and dependencies throughout the project lifecycle and communicate updates to relevant stakeholders.<br>• Assist with system enhancements and process changes, including business-impact assessments and implementation support when needed.
  • 2026-10-01T00:00:00Z
Financial Reporting Analyst
  • Boston, MA
  • onsite
  • Temporary / Contract
  • 48 - 53 USD / Hourly
  • <p>We are looking for a Financial Reporting Analyst to support investment fund reporting activities. This long-term contract in-office position in Boston, MA (Financial District) focuses on preparing regulatory filings, monitoring fund expenses, and helping ensure the accuracy of financial information for registered investment companies. The role offers the opportunity to collaborate with fund administration and reporting professionals while contributing to time-sensitive deliverables and process improvements.</p><p><br></p><p>Responsibilities:</p><p>• Prepare draft annual, semiannual, and quarterly financial statements and related regulatory filings for registered investment companies, while managing reporting calendars and key deadlines.</p><p>• Build and update fund expense proformas, analyze expense activity and accrual balances, and coordinate required adjustments with clients and internal reporting teams.</p><p>• Create and submit fund expense invoices for review and authorization, ensuring supporting information is complete and accurate.</p><p>• Partner with leadership on the development of board materials and procedural documentation that support reporting and fund administration activities.</p><p>• Distribute performance information to fund management and external industry publications in a timely and accurate manner.</p><p>• Stay current on financial reporting and disclosure requirements affecting investment funds, including applicable regulatory and tax guidance, and apply updates to ongoing work.</p><p>• Maintain clear communication with supervisors and team members regarding workflow, priorities, and milestone dates to keep reporting obligations on track.</p><p>• Contribute to special assignments, assist in reviewing work completed by entry-level staff, and recommend enhancements to reporting tools and fund accounting processes to improve automation and compliance oversig</p>
  • 2026-10-28T00:00:00Z
Financial Reporting Analyst
  • Boston, MA
  • onsite
  • Temporary / Contract
  • 43 - 45 USD / Hourly
  • We are looking for an experienced Financial Reporting Analyst to support regulatory and external reporting activities within a banking environment in Boston, Massachusetts. This Long-term Contract position will focus on preparing quarterly and annual financial reporting materials, validating information received from business partners, and helping ensure alignment with U.S. GAAP and other applicable reporting standards. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to work across accounting and finance functions to produce accurate, well-supported disclosures.<br><br>Responsibilities:<br>• Prepare quarterly and annual financial reports by compiling data, organizing support materials, and ensuring submissions meet applicable reporting requirements.<br>• Review financial information provided by internal teams and external service partners to confirm completeness, consistency, and accuracy before inclusion in formal reports.<br>• Develop detailed schedules, workpapers, and related documentation that support reported balances and disclosure requirements.<br>• Draft and refine financial statement footnotes and other narrative disclosures for external reporting packages.<br>• Perform reconciliations for complex accounts and investigate variances to resolve discrepancies in a timely manner.<br>• Support the adoption of new or revised accounting and reporting guidance by assessing impact and helping incorporate updated requirements into reporting processes.<br>• Analyze financial data and reporting outputs to identify trends, exceptions, and areas requiring follow-up with accounting or finance stakeholders.<br>• Maintain organized reporting records and databases to support audit readiness, traceability, and ongoing financial analysis.
  • 2026-10-20T00:00:00Z
Financial Reporting Analyst
  • Chicago, IL
  • onsite
  • Temporary to Hire
  • 38 - 44 USD / Hourly
  • We are looking for a Financial Reporting Analyst to support a financial services organization in Chicago, Illinois through a contract-to-permanent opportunity. This role is ideal for someone who enjoys turning complex financial data into clear reporting, identifying performance drivers, and delivering insights that guide business decisions. The analyst will partner with cross-functional teams to prepare accurate financial information, investigate variances, and contribute to reporting processes that support compliance and operational visibility.<br><br>Responsibilities:<br>• Prepare recurring and ad hoc financial reports by gathering, organizing, and interpreting data from multiple sources.<br>• Evaluate financial results against forecasts, budgets, and prior periods to explain trends and highlight key variances.<br>• Build and maintain financial models that support planning, reporting, and decision-making across the business.<br>• Perform data analysis to uncover patterns, reconcile discrepancies, and improve the reliability of reported information.<br>• Track project-related financial activity, maintain supporting documentation, and monitor progress against established milestones.<br>• Assist with audit-related requests by compiling schedules, validating records, and helping ensure readiness for internal or external reviews.<br>• Support tax and reporting activities through organized workpapers, detailed checklists, and timely follow-up on outstanding items.<br>• Collaborate with internal stakeholders to strengthen reporting accuracy, streamline processes, and address evolving business needs.
  • 2026-10-23T00:00:00Z
Financial Reporting Analyst
  • Chicago, IL
  • onsite
  • Permanent / Full Time
  • 90000 - 96000 USD / Yearly
  • <p><em>The salary range for this position is $90,000 - $96,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p><strong>Role Overview</strong></p><p>The Financial Reporting Analyst is responsible for collecting, inputting, and maintaining required information in the financial statements within SEC filings (Form 10-K, Form 10-Qs, and 8-Ks), as well as our international and statutory reporting requirements. In addition, this position supports the financial reporting team in the research and implementation of new and existing accounting pronouncements and assists with various special projects, process improvement and automation, and supporting timely and accurate financial reporting for our internal and external stakeholders.</p><p><br></p><p><strong>Job Description:</strong></p><ul><li>Collects information, prepares, and/or maintains the quarterly and annual reports on Forms 10-Q and Form 10-K</li><li>Collects information, prepares, and/or maintains the annual statutory filings for additional U.S. entities under U.S. GAAP and international entities under IFRS or local GAAP</li><li>Reviews and interprets financial reporting requirements, rules, and regulations to ensure compliance</li><li>Own process and procedure improvements and automation initiatives to enhance timely and accurate financial reporting</li><li>Prepares and maintains the quarterly related party procedures and updates, and other board reporting as needed</li><li>Assists with design and compilation of monthly reporting packages to business leadership</li><li>Support SOX controls by maintaining process documentation and execution according to risk assessment and control frameworks</li><li>Liaison with external auditors for quarterly and annual reports, as well as statutory and international reports</li><li>Reviews and interprets financial reporting requirements, rules and regulations, including new and existing accounting pronouncements and SEC guidance, to ensure compliance</li><li>Regular attendance at the workplace in a traditional office environment may be required</li><li>Performs other related duties as required or requested</li></ul><p><br></p>
  • 2026-10-23T00:00:00Z
Business Operations Analyst (Fund Operations)
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 130000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm&#39;s investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-14T00:00:00Z
Business Operations Analyst (Fund Operations)
  • Menlo Park, CA
  • onsite
  • Permanent / Full Time
  • 115000 - 130000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Business Operations Analyst (Fund Operations)</p><p>&#128205; Menlo Park, CA (Hybrid)</p><p>&#127970; Growing Investment Management Firm</p><p>&#128176; Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence.</p><p><br></p><p>This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Develop a strong understanding of the firm&#39;s investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul><p><strong>Why This Opportunity?</strong></p><p>✅ Exposure to public and private market investments</p><p>✅ Blend of accounting, reporting, investment operations, and analytics</p><p>✅ Strong mentorship and career growth potential</p><p>✅ Technology-forward environment embracing AI and automation</p><p>✅ High visibility and interaction with investment professionals and leadership</p><p>✅ Competitive compensation, bonus opportunity, and comprehensive benefits package</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-26T00:00:00Z
Business Analyst
  • Deerfield Beach, FL
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • <p>We are seeking a <strong>Business Analyst</strong> to support business process improvements, systems analysis, and technology initiatives within a government sector environment. This role works closely with internal departments and stakeholders to gather requirements, improve workflows, support ERP processes, and ensure system solutions meet operational needs.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze and interpret business requirements across departments</li><li>Collaborate with stakeholders to ensure solutions meet business and end-user needs</li><li>Lead cross-functional efforts to evaluate and implement new technology and software</li><li>Support business process improvements and information flow optimization</li><li>Maintain ERP workflows that support daily operations</li><li>Coordinate system testing, end-user reviews, and post-implementation support</li><li>Provide user training and technical guidance for new and modified applications</li><li>Create process documentation and assist with change management efforts</li><li>Work with vendors to support application products</li><li>Assist with requirements analysis, validation, and prioritization for new projects</li><li>Stay current on digital trends, software development, and business continuity best practices</li></ul><p><br></p>
  • 2026-10-16T00:00:00Z
Business Analyst
  • Fort Washington, PA
  • onsite
  • Temporary / Contract
  • 44 - 49 USD / Hourly
  • We are looking for a detail-oriented analyst to support quality oversight and speech analytics initiatives for a compliance-focused environment in Fort Washington, Pennsylvania. This Long-term Contract position will partner with business teams to turn call data into actionable insights, strengthen audit readiness, and improve monitoring programs. The role is well suited for someone who combines analytical thinking, strong communication skills, and hands-on experience with reporting tools and post-call review platforms.<br><br>Responsibilities:<br>• Design and refine speech and keyword searches that help uncover trends, exceptions, and potential compliance concerns within recorded interactions.<br>• Partner with cross-functional stakeholders to evaluate business processes, review audit selections, and recommend practical improvements based on findings.<br>• Lead conversations with managers and operational teams to clarify updates, reinforce expectations, and support adoption of revised procedures.<br>• Produce monitoring results and analytic insights that contribute to training materials and enterprise-wide education efforts.<br>• Maintain organized records and classification structures to support data accuracy, traceability, and dependable system performance.<br>• Prepare recurring and ad hoc reports, assist with workflow reviews, and document observations from quality and compliance audits.<br>• Investigate recurring issues by performing root cause analysis and identifying drivers behind underperforming categories or trends.<br>• Support internal departments with monthly audit activities, audit response coordination, and follow-up actions tied to findings.<br>• Collaborate with analysts on reporting enhancements, dashboard development, and data visualization improvements using tools such as Tableau.<br>• Provide day-to-day guidance to less experienced team members and serve as a knowledgeable resource for analytics and quality-related questions.
  • 2026-10-01T00:00:00Z
Business Analyst
  • Hialeah, FL
  • onsite
  • Temporary / Contract
  • 25.65 - 29.7 USD / Hourly
  • Ready to take your finance skills into the world of clinical research? Our client, a leading clinical research organization in Miami, is seeking a Budget Analyst to join their team on a contract-to-permanent placement basis. This is an excellent opportunity for a financial detail oriented who enjoys budgeting, financial analysis, Excel, and working cross-functionally — with the potential to transition into a permanent position. <br> What You’ll Do Develop and maintain budgets for clinical research studies and projects Analyze budget vs. actuals, expenses, revenue, and financial performance Prepare forecasts, financial reports, and variance analysis Review study protocols and help determine associated costs Support budget negotiations with sponsors and CROs Monitor study expenses and identify discrepancies or financial risks Assist with invoicing, reconciliations, amendments, and payment tracking Partner with Clinical Research, Finance, Contracts, and Operations teams Maintain accurate financial records and provide reporting to management <br> Clinical Research Experience? That’s a big plus! Experience with clinical trials, research budgets, healthcare, pharmaceutical, CROs, or sponsor contracts is highly preferred — but strong financial professionals with transferable budgeting and analytical experience are encouraged to apply. <br> Why Consider This Opportunity? contract-TO-permanent placement — Start on contract and have the opportunity to transition into a permanent position based on performance and business needs. &#128205; Miami, FL <br> Interested? Apply today to learn more!
  • 2026-10-27T00:00:00Z
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