We are looking for an experienced Senior Tax Manager to join our team in Little Rock, Arkansas. This role focuses on mentoring staff, reviewing tax work, and providing consultative services to clients. The ideal candidate will play a pivotal role in delivering proactive solutions and building strong client relationships.<br><br>Responsibilities:<br>• Oversee and review complex tax work prepared by team members to ensure accuracy and compliance.<br>• Provide mentorship and guidance to staff, fostering their growth and development.<br>• Collaborate with clients on consultative tax planning strategies, including business transitions and complex financial decisions.<br>• Lead tax teams consisting of partners, managers, and staff, ensuring seamless coordination and productivity.<br>• Build and maintain strong relationships with clients, serving as their trusted advisor for tax-related and business consulting needs.<br>• Deliver proactive advice to high-net-worth individuals and small-to-mid-sized business owners.<br>• Establish a feedback-driven culture within the team, promoting continuous improvement and recognition.<br>• Stay updated on federal income tax regulations to offer the most current and effective solutions.<br>• Participate in firm-wide initiatives to enhance employee engagement and career development.<br>• Ensure efficient workflows during busy seasons while maintaining high-quality output.
<p><strong><u>FP& A Manager </u></strong></p><p><strong><em>Location</em></strong><em>: New London County </em></p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact</strong>: Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference</strong>: SF0013301246</p><p><br></p><p>Join a global leader in a newly created role reporting directly to the CFO, offering high visibility and the chance to make a measurable impact in a finance organization.</p><p><br></p><p><strong>Why This Role</strong></p><ul><li>Newly created position due to growth and centralization of operations to Connecticut headquarters</li><li>High exposure to the C-Suite and private equity ownership group</li><li>Opportunity to drive strategic FP& A in a complex global manufacturing environment</li><li>Flexible, collaborative culture – initially on-site, with hybrid flexibility once established</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Lead budgeting, forecasting, and long-range financial planning processes</li><li>Consolidate and analyze global reporting packages for executive leadership and PE ownership</li><li>Partner with business leaders to provide decision support and performance insights</li><li>Develop financial models to support strategy, margin improvement, and cost optimization</li><li>Drive variance analysis and reporting under GAAP standards</li><li>Support M& A integration and special projects</li></ul><p><strong>Requirements</strong></p><ul><li>Bachelor’s degree in Finance, Accounting, or related field</li><li>4–7+ years progressive FP& A experience, including consolidations</li><li>Strong financial modeling, forecasting, and budgeting skills</li><li>Advanced Excel capability</li><li>Experience with GAAP reporting and variance analysis</li></ul><p><strong>Pluses</strong></p><ul><li>Private equity–owned company exposure</li><li>Manufacturing industry background</li><li>OneStream or Epicor ERP experience</li><li>MBA, CPA, or CFA designation</li><li>Supervisory experience</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to the email listed above and reference SF0013301246.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
We are looking for an experienced Tax Manager to join our team in Lewiston, Maine. This role is ideal for a detail-oriented individual with a strong background in public accounting who excels at managing tax engagements and fostering client relationships. The successful candidate will play a crucial role in overseeing complex tax compliance tasks and guiding a team of tax professionals.<br><br>Responsibilities:<br>• Prepare and review a variety of complex tax returns, ensuring compliance with current regulations.<br>• Lead and manage tax engagements, coordinating tasks and supervising team members effectively.<br>• Conduct in-depth research to develop and implement strategic tax solutions.<br>• Build and maintain strong relationships with clients, providing exceptional service and timely communication.<br>• Analyze financial data and resolve tax-related issues with a problem-solving approach.<br>• Utilize advanced tax software and financial planning tools to streamline processes and enhance accuracy.<br>• Stay updated on tax laws and regulations to offer informed guidance and compliance support.<br>• Mentor and develop tax staff, fostering a collaborative and growth-oriented work environment.<br>• Assist with entity formation and related tax implications.<br>• Collaborate with other departments to ensure seamless integration of tax strategies within broader financial planning.
<p>This is a hybrid position. Work from home 2 days a week! Great benefits here too!!!!</p><p><br></p><p>Chris Preble is working with a Horseheads, NY employer to find a Financial Planning & Analysis Manager to join their growing team. </p><p>The position combines strategic planning, advanced analysis, and leadership responsibilities within a dynamic environment.</p><p><strong>Key Responsibilities</strong></p><ul><li>Help lead the development and execution of annual budgets, forecasts, and long-range financial plans.</li><li>Help create and maintain financial models to support strategic initiatives and decision-making.</li><li>Analyze performance across multiple business areas and prepare clear, actionable insights for leadership.</li><li>Present recommendations that inform business strategy and resource allocation.</li><li>Manage complex projects, including integrations, restructuring, and process improvements.</li><li>Collaborate with cross-functional teams to enhance financial systems, reporting, and analytical capabilities.</li><li>Ensure adherence to financial regulations and reporting standards.</li><li>Drive continuous improvement efforts to optimize planning and analysis processes.</li></ul>
<p>Please reach out to Melissa (Painter) Ford via LinkedIn for immediate consideration. The FP& A Manager is responsible for leading budgeting, forecasting, financial performance analysis, and financial reporting. This role partners closely with executive leadership to deliver insights that drive project profitability, resource planning, and strategic decision-making. The position also oversees key accounting functions such as project-level financial tracking, job costing, and revenue recognition to ensure accurate reporting and compliance with GAAP. The ideal candidate thrives in a project-based environment and excels at translating financial data into actionable business insights.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead the annual budgeting and multi-year financial planning processes, ensuring alignment with business goals and operational capacity.</li><li>Develop detailed financial models for forecasting revenue, cost drivers, labor utilization, backlog conversion, and margin performance.</li><li>Serve as a strategic financial advisor to executive leadership by delivering insights that inform business performance and resource allocation.</li><li>Conduct financial analysis to support pricing strategies, bid competitiveness, capital investments, and new service initiatives.</li><li>Design and enhance reporting frameworks, dashboards, and financial KPIs for use by executives, project managers, and department leads.</li><li>Present complex financial data in a clear, concise manner through presentations, variance analysis, trend summaries, and forward-looking recommendations.</li><li>Collaborate with cross-functional teams (e.g., Project Management, Engineering, Field Services, Procurement) to analyze project-level profitability and identify cost optimization opportunities.</li><li>Support long-range planning by modeling growth scenarios, market opportunities, and capacity constraints.</li><li>Identify and implement process improvements in forecasting, data integrity, and financial planning tools.</li><li>Act as liaison to corporate finance and accounting teams for GL, AR/AP, payroll, audits, and close cycles.</li></ul>
<p>Apply here & ping me as well on LinkedIn if you feel you are a good fit for this opportunity! - Jeffrey Abrams on LinkedIn.</p><p><br></p><p>We are partnered with a leading global investment management firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity securities, direct investments in private companies, and real estate.</p><p>The role involves managing a substantial portion of the hedge fund accounting operations and presents a clear opportunity for leadership and long-term career growth. The organization is in a period of innovation and welcomes candidates who bring fresh ideas and a continuous improvement mindset.</p><p><br></p><p>Position: <em>Senior Hedge Fund Manager / Hedge Fund Controller</em></p><p><br></p><p>Overview:</p><p>This is a critical senior-level role responsible for leading a 10–12 person accounting team and overseeing the close processes for both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller and plays a key part in fund accounting for the firm’s significant assets under management. <em>If you will require relocation, this firm is willing and able to provide meaningful support for you.</em></p><p><br></p><p>Key Responsibilities:</p><ul><li>Lead and manage the fund accounting team responsible for multiple fund structures, including both share class and partnership-based hedge funds.</li><li>Review accounting closes and financial reporting deliverables for accuracy and completeness.</li><li>Partner with internal stakeholders across Tax, Legal, Operations, and Investor Relations.</li><li>Provide mentorship and technical guidance to staff while cultivating a high-performance team culture.</li><li>Communicate complex fund accounting issues clearly and effectively to senior leadership.</li><li>Drive key initiatives focused on operational improvement, process re-engineering, and digital transformation.</li><li>Maintain a hands-on approach to leadership—reviewing work, offering feedback, and ensuring high-quality output.</li></ul><p><br></p>
<p>We are looking for a Financial Planning & Analysis Manager to join our team in Warren, New Jersey. This role is critical in driving strategic financial initiatives, overseeing key processes, and delivering actionable insights to support organizational growth. The successful candidate will collaborate with leadership, manage reporting functions, and contribute to long-term financial planning.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage key financial processes, including forecasting, budget planning, performance reporting, and others. </li><li>Develop new processes or improve existing processes relating to financial planning/reporting.</li><li>Develop metrics to track platform-specific and company-wide trends, identify opportunities, provide recommendations, and collaborate across all levels. </li><li>Apply an analytical approach to influence strategic decision-making, with a focus on capital allocation decisions and long-term financial planning. </li><li>Provide financial analysis and commentary to important partners</li><li>Manage the roles and responsibilities of the Senior Data Analyst</li><li>Support ad hoc projects and help define systems improvements to support Anticimex growth.</li><li>Weekly Flash Reports for senior leadership and platform finance organizations</li><li>Month-End Close and Reporting</li><li>Ad-hoc financial reporting</li><li>Mergers & Acquisition due diligence and integration support</li><li>Review business plans and collaborate on structure of financial reporting</li><li>Review and discuss Portfolio reporting and upkeep</li><li>Review and request Report Writer reports</li></ul><p><br></p>
We are looking for a highly skilled Tax Director/Manager with expertise in private equity and corporate tax management to join our team in The Woodlands, Texas. This role involves overseeing tax compliance, planning, and strategic decision-making for the firm and its portfolio companies. The ideal candidate will possess a strong background in partnership taxation, M& A transactions, and private equity structures, coupled with the ability to thrive in a fast-paced and dynamic environment.<br><br>Responsibilities:<br>• Manage all aspects of tax compliance for private equity fund structures, including partnerships, LLCs, and offshore entities.<br>• Oversee the preparation and review of federal, state, and local tax returns for the firm and its portfolio companies.<br>• Coordinate with external tax preparers to ensure timely and accurate filing of tax documents.<br>• Review and ensure accuracy of Schedule K-1s for limited and general partners.<br>• Support tax due diligence processes for acquisitions and investments, identifying and assessing tax risks and opportunities.<br>• Collaborate with deal teams to develop tax-efficient transaction structures and negotiate tax-related provisions in agreements.<br>• Provide tax guidance and oversight to portfolio companies, including monitoring compliance and identifying optimization opportunities.<br>• Lead tax planning initiatives, including fund formation, fundraising strategies, and distribution planning.<br>• Stay informed of changes in tax laws and assess their impact on the organization.<br>• Implement and refine tax workflows, processes, and compliance calendars to enhance operational efficiency.
<p>We are looking for an experienced Senior Tax Manager to oversee corporate tax strategy and compliance in Des Moines, Iowa. This role involves managing tax provisions, ensuring accurate compliance with regulations, and optimizing tax processes for corporate and partnership entities. The ideal candidate will bring deep expertise in corporate and partnership tax matters, along with strong leadership skills.</p><p><br></p><p><strong>About the Role</strong></p><ul><li>Lead the preparation and review of partnership and corporate tax filings, ensuring accuracy of supporting schedules and fixed asset records (including depreciation methods and useful lives).</li><li>Guide the development of tax calculations and related schedules to support compliance and reporting needs.</li><li>Manage quarterly estimated tax payments and ensure deadlines are met.</li><li>Serve as the primary contact for Federal and State tax notices, preparing timely and thorough responses.</li><li>Drive the tax planning process, including research and recommendations on complex tax matters.</li><li>Oversee sales, use, and excise tax compliance while providing ongoing education to internal teams.</li><li>Evaluate and advise on tax impacts of mergers, acquisitions, and divestitures.</li></ul><p><br></p>
<p>Are you a seasoned professional passionate about information security and compliance? A national leading consulting firm is seeking an <strong>ISO Lead Certified Senior Manager</strong> to take a pivotal role in their Risk Consulting Practice. You’ll lead a team dedicated to providing top-tier advisory and attestation services for ISO 27001 compliance, helping clients streamline their processes, strengthen their security posture, and align with international standards. This role is perfect for someone who thrives in an environment that offers challenging projects, leadership opportunities, and strategic initiatives.</p><p><br></p><p>Your role will bring variety and impact, including:</p><ul><li><strong>Business Development:</strong> Identify new opportunities, create client proposals, and contribute to thought leadership in the ISO space.</li><li><strong>Client Delivery:</strong> Oversee scheduling, client interactions, and the completion of consulting and attestation projects with a focus on quality and professional standards.</li><li><strong>Compliance Excellence:</strong> Ensure workpapers adhere to methodology and standards while juggling multiple client engagements and maintaining precision.</li><li><strong>Risk Awareness:</strong> Stay on top of emerging threats, vulnerabilities, and changes in regulations, providing recommendations for compliance updates.</li><li><strong>Strategic Reporting:</strong> Present system performance and risk analyses to client leadership with actionable improvement plans.</li><li><strong>Leadership & Mentorship:</strong> Guide and support junior team members, helping them grow their skills and confidence.</li><li><strong>Training Initiatives:</strong> Help clients implement information security awareness programs across their organizations.</li></ul><p><strong>Why This Role?</strong></p><p>If you're ready to step into a leadership role where you can showcase your expertise, build client relationships, and lead a team of talented professionals, this position offers tremendous growth potential. You’ll be working in an environment that values collaboration, innovation, and continuous learning while tackling impactful challenges.</p><p><strong>Next Steps:</strong></p><p>Interested in learning more about this exciting opportunity? Take action today! <strong>Reach out to Jim Meade at Robert Half or connect with him on LinkedIn.</strong> We look forward to connecting with you and discussing how you can leverage your skills and experience in this role.</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
We are looking for an experienced Oracle Financial Cloud Senior Manager to lead and support projects in Hammonton, New Jersey. In this role, you will guide clients through the implementation and optimization of Oracle Cloud Financial modules while fostering strong relationships and delivering exceptional service. This position offers the opportunity to work with diverse industries, drive process improvements, and contribute to the growth and success of both clients and team members.<br><br>Responsibilities:<br>• Design and optimize financial workflows across modules such as Accounts Payable, Accounts Receivable, General Ledger, and Fixed Assets.<br>• Lead clients through all phases of Oracle Cloud Financials implementations, ensuring successful project outcomes.<br>• Configure and implement Oracle Cloud Financial solutions tailored to clients’ needs.<br>• Identify and resolve challenges during product implementation using innovative approaches.<br>• Build and maintain strong relationships with clients, including senior executives, to ensure satisfaction and ongoing collaboration.<br>• Mentor and develop team members by creating training opportunities and fostering growth.<br>• Promote a positive team culture that encourages open communication and collaboration.<br>• Contribute to business development efforts by preparing proposals and strategies to secure new clients.<br>• Identify opportunities to integrate product solutions to improve service capabilities for clients.<br>• Manage and oversee teams, including conducting performance evaluations, coaching, and ensuring alignment across project teams.
<p>Brittany Bui with Robert Half is looking for an experienced Tax Senior or Manager to join our team in Tigard, Oregon. In this role, you will oversee tax planning and compliance initiatives while providing expert guidance to clients. The position requires strong leadership abilities and a deep understanding of tax regulations to ensure accurate and timely deliverables.</p><p><br></p><p>Responsibilities:</p><p>• Manage tax planning and compliance projects for a diverse range of clients.</p><p>• Provide mentorship and oversight to tax staff, ensuring high-quality work and focused development.</p><p>• Conduct thorough reviews of tax deliverables to ensure accuracy and compliance with federal, state, and local regulations.</p><p>• Develop and nurture strong relationships with clients to understand their needs and provide tailored solutions.</p><p>• Stay informed about changes in tax laws and advise clients on implications and strategies.</p><p>• Collaborate with team members to handle complex tax matters, including multi-state and consolidated tax returns.</p><p>• Guide clients through audits and other tax-related reviews, offering expertise and support.</p><p>• Ensure compliance with income, sales, estate, and payroll tax regulations.</p><p>• Utilize tax software such as CCH ProSystem Fx to streamline processes and enhance efficiency.</p><p>• Lead efforts to improve internal systems and processes for better client service delivery.</p><p><br></p><p>Please reach out to Brittany Bui with Robert Half to review this position. Job Order: 03600-0013322764</p><p><br></p>
<p>We are looking for a Financial Planning & Analysis Manager to lead and enhance our financial planning and reporting efforts. In this role, you will work closely with senior leadership and business units to analyze financial results, identify growth opportunities, and ensure alignment with organizational goals. This position is pivotal in driving the annual budgeting process, monthly forecasting, and performance tracking to support long-term success.</p><p><br></p><p>For confidential consideration, please apply or email your resume to Dana Klier out of the Rochester, NY Robert Half office.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a trusted financial advisor to business leaders, providing insights and support for strategic decision-making.</p><p>• Oversee the preparation and submission of the annual budget, ensuring accuracy and alignment with organizational objectives.</p><p>• Implement and manage a monthly forecasting process to deliver clear and actionable financial projections.</p><p>• Analyze financial data to create comprehensive reports and effectively communicate results to stakeholders.</p><p>• Develop tools to monitor branch and department performance against budget and forecast, identifying areas for improvement.</p><p>• Collaborate across departments to advise on margin optimization and operational expense efficiencies.</p><p>• Track and report on productivity, profitability, and key performance indicators to support organizational goals.</p><p>• Provide regular updates to senior leadership on financial risks and opportunities, promoting informed decision-making.</p><p>• Lead the financial close process by reviewing work-in-progress jobs and approving revenue postings.</p><p>• Build strong relationships with branch leaders to facilitate discussions on profitability and forecast optimization.</p>
<p>We are looking for a Senior Tax Manager to oversee corporate tax compliance and annual income tax provisions for our organization in Fremont, California. This role requires a strategic thinker who can ensure regulatory adherence while optimizing tax-related processes.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Coordinate and oversee U.S. federal, state, and international income tax returns prepared by external firms</li><li>Support quarterly and annual global tax provisions for the Japanese parent company</li><li>Collaborate with finance and accounting teams in the U.S. and India</li><li>Manage U.S. sales tax, VAT, and GST filings</li><li>Review transfer pricing calculations and intercompany arrangements on a quarterly/annual basis</li><li>Assist accounting with annual statutory tax provision reviews</li><li>Lead U.S. federal, state, and international tax planning and implement tax strategies</li><li>Manage responses to IRS, state, and international audits and notices</li><li>Stay current with tax legislation and update practices accordingly</li><li>Provide cross-functional support and assist with special projects as needed</li></ul>
We are looking for an experienced Accounting Manager to join our team on a contract basis in Marblehead, Massachusetts. This role focuses on overseeing key accounting tasks and ensuring the successful implementation of Microsoft Dynamics 365 Business Central. Ideal candidates will have a strong accounting background and hands-on experience with Business Central, enabling them to provide valuable insights and support to the accounting department.<br><br>Responsibilities:<br>• Oversee month-end close processes to ensure accurate and timely completion.<br>• Manage general ledger entries and maintain detailed financial records.<br>• Conduct account reconciliations to verify accuracy and identify discrepancies.<br>• Prepare and review journal entries to maintain compliance with accounting standards.<br>• Assist in financial statement audits by providing necessary documentation and explanations.<br>• Collaborate with the accounting team to evaluate the functionality of Microsoft Dynamics 365 Business Central.<br>• Provide expertise and guidance during the system implementation process, ensuring smooth transition from legacy systems.<br>• Analyze accounting workflows and recommend improvements to enhance efficiency.<br>• Train and support team members in utilizing Microsoft Dynamics 365 Business Central effectively.
We are looking for a skilled and motivated Tax Manager to join our team in Lubbock, Texas. This role offers a unique opportunity to contribute to a reputable CPA firm while paving the way for potential career advancement into a partner position. The ideal candidate will have expertise in corporate tax matters and a strong ability to manage and oversee tax-related processes.<br><br>Responsibilities:<br>• Prepare and review corporate tax returns with precision and compliance.<br>• Manage annual income tax provisions to ensure accuracy and alignment with regulations.<br>• Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax operations.<br>• Oversee entity formation processes and provide guidance on tax implications.<br>• Ensure compliance with federal, state, and local tax laws and regulations.<br>• Provide strategic tax planning and advice to clients to optimize their financial outcomes.<br>• Collaborate with team members to improve workflows and enhance efficiency.<br>• Train and mentor entry-level staff, fostering their growth and development.<br>• Develop and maintain strong client relationships to support business development.<br>• Stay updated on changes in tax legislation and industry standards to maintain expertise.
<p><em>The salary range for this position is $175,000-$185,000 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>The two biggest things on people’s minds right now: ‘Sweater Weather is here!’ and ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. </p><p><br></p><p><strong>PRIMARY PURPOSE OF POSITION</strong></p><p><strong> </strong></p><p><strong> </strong>Leads the development of all SEC quarterly and annual financial reports. Ensures effective disclosure controls and effective internal controls over financial reporting. Ensures the complete, accurate and timely submission of all external financial reporting information to the SEC. Interprets FASB/GAAP and SEC guidance to determine their impact on financial reporting matters. Manages a team of capable, high-performing accounting professionals.</p><p><br></p><p><strong>Job Description</strong></p><ul><li>Active leader in the company's controllership community, as well as the overall finance community. (15%)</li><li>Manages the development of all SEC, FERC and state quarterly and annual financial reports. (15%)</li><li>Manages the internal financial reporting process and historical analyses of results of operations. (10%)</li><li>Main point of contact with the Business Unit internal reporting teams. (15%)</li><li>Liaison with external auditors, external and internal legal counsel and other external reporting contributors. (15%)</li><li>Interprets new technical guidance (FASB/GAAP, SEC, etc.) and other regulatory pronouncements and determines the impact on the company's financial reporting. (25%)</li><li>Works with Internal Audit and Manager of Accounting to ensure effective disclosure controls and effective internal controls over financial reporting. (5%)</li></ul><p><br></p>
We are looking for an experienced Accounting Manager to lead and oversee technical accounting processes within our organization. This role involves managing complex accounting issues, ensuring compliance with regulatory standards, and supporting key financial operations. Based in New York, NY, this position offers an opportunity to make a significant impact on our financial reporting and operational efficiency.<br><br>Responsibilities:<br>• Conduct in-depth research and analysis of technical accounting matters, including significant judgments, new pronouncements, and complex business transactions.<br>• Manage end-to-end processes for technical accounting areas such as ASC 606 revenue recognition, ASC 842 lease accounting, and capitalized software, ensuring compliance and preparing related analysis and training.<br>• Prepare and review technical accounting disclosures for filings on Forms 10-Q and 10-K, adhering to SEC and GAAP reporting standards.<br>• Support global accounting operations by reviewing journal entries, conducting analyses, and assisting stakeholders with accounting-related inquiries.<br>• Develop, maintain, and enhance technical accounting processes, protocols, and internal controls to ensure compliance with regulatory requirements.<br>• Create and update accounting policies, providing supporting documentation and implementing new accounting standards as they arise.
We are looking for an experienced Financial Planning & Analysis Manager to join a leading private equity firm in Boston, Massachusetts. In this role, you will play a pivotal part in developing strategic financial plans and providing critical insights to support executive decision-making. This position offers the opportunity to collaborate across various business units and contribute to the company's long-term goals.<br><br>Responsibilities:<br>• Develop comprehensive financial plans, including budgets, forecasts, and multi-year projections, to guide business strategy.<br>• Partner with the compensation and corporate finance teams to ensure accurate financial reporting and decision-making.<br>• Prepare journal entries to align the company’s tax basis P& L with the management basis P& L.<br>• Perform detailed financial analyses and respond to ad hoc requests from senior leadership.<br>• Provide financial support and insights to capital markets business units, working closely with their finance teams.<br>• Analyze real-time and anticipated changes in the business to refine long-term strategic plans.<br>• Maintain accurate and up-to-date management basis profit and loss statements.<br>• Collaborate with cross-functional teams to enhance financial processes and reporting.<br>• Assist in identifying opportunities for operational improvements and cost efficiencies.<br>• Support the development of presentations and reports for senior management and stakeholders.
<p>We are looking for a Financial Planning & Analysis Manager to lead data-driven initiatives that support strategic financial and operational decision-making. This role, based in Rochester, New York, will collaborate closely with the VP of Finance to design and deliver impactful management reports, analyses, and presentations while driving business growth. The ideal candidate will combine advanced analytical skills with leadership capabilities to streamline processes, improve efficiency, and ensure the integrity of financial data.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth analyses to guide decisions related to product and customer sales, pricing strategies, costing, purchasing, incentive plans, inventory control, and capital allocation.</p><p>• Collaborate with departments to develop annual budgets, long-term plans, and rolling forecasts that align with organizational objectives.</p><p>• Create detailed reports on sales and backlog activity, including customer, product, and contract-level analyses to assess volumes and margins.</p><p>• Prepare monthly and quarterly financial reports for Board meetings, including comparisons against budgets and prior-year outcomes.</p><p>• Establish and monitor operational and financial reporting systems, KPIs, procedures, and controls to enhance accountability.</p><p>• Identify and address variances between budgeted and actual financial results, offering actionable recommendations to resolve discrepancies.</p><p>• Perform ad-hoc analyses to uncover cost-saving opportunities and enhance operational efficiencies.</p><p>• Partner on internal projects, including acquisition integrations, to drive process improvements and boost productivity and earnings.</p><p>• Ensure data accuracy and consistency across systems to maintain reliable and centralized information sources.</p><p><br></p><p><br></p>
<p>Seeking a highly driven Portfolio Manager to oversee the ongoing portfolio management of C& I Lending clients, ensuring the growth of a robust portfolio encompassing both loan and non-loan business opportunities. The ideal candidate will analyze creditworthiness, closely monitor financial performance, and work collaboratively with the C& I Lending team while maintaining excellent client relationships. </p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><ul><li>Manage and develop assigned C& I client portfolios, with a focus on expanding both lending and non-lending products.</li><li>Conduct or review comprehensive credit analyses for both existing and prospective loan accounts.</li><li>Prepare detailed loan narratives, addressing relationship history, financial analysis, collateral evaluation, and key credit risks.</li><li>Proactively gather and update financial and related documentation for clients, ensuring compliance with monitoring protocols.</li><li>Assess and analyze personal and business financial statements, tax returns, and other financial data.</li><li>Draft written reports for loan presentations, modifications, and credit file comments, following loan policy, procedures, and compliance standards.</li><li>Recommend suitable risk ratings for loans based on thorough analysis.</li><li>Review and monitor loan covenants to ensure compliance with agreements.</li><li>Serve as a backup for team members, assisting with customer service requests and inquiries.</li><li>Monitor the overall C& I loan portfolio, including maturity schedules, delinquencies, credit changes, and deposit account activities.</li></ul>
<p>Robert Half is recruiting for a dynamic Financial Planning & Analysis Manager to join our team in Bristol, Tennessee. In this role, you will play a pivotal part in driving financial insights, enhancing business strategies, and ensuring the organization achieves its financial goals. The ideal candidate will have a strong analytical mindset, excellent financial modeling skills, and a commitment to delivering accurate and impactful reporting.</p><p><br></p><p>Responsibilities:</p><p>• Lead the financial planning and forecasting processes to support strategic decision-making.</p><p>• Develop and maintain complex financial models to evaluate business scenarios and opportunities.</p><p>• Analyze key performance indicators (KPIs) to identify trends and provide actionable insights.</p><p>• Prepare detailed variance analyses to monitor financial performance against budgets and forecasts.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational goals.</p><p>• Generate and present comprehensive financial reports for senior management and stakeholders.</p><p>• Ensure data accuracy and integrity in all financial analyses and reporting processes.</p><p>• Identify areas for process improvement and implement solutions to enhance financial efficiency.</p><p>• Utilize advanced Microsoft Excel techniques to streamline financial modeling and reporting.</p><p>• Provide mentorship and guidance to less experienced finance team members, fostering growth in skills and expertise.</p><p><br></p><p>The position is 100% onsite and will require someone to live in the Tri-Cities area along with 3+ years of manufacturing experience. For immediate consideration please contact Lisa Coker at 865-370-2084 to set up an interview</p>
We are looking for an experienced Tax Manager to join our team in Concord, North Carolina. This role requires a meticulous individual with strong expertise in corporate tax processes and compliance. The ideal candidate will have a proven ability to manage complex tax provisions and filings while ensuring accuracy and adherence to regulations.<br><br>Responsibilities:<br>• Oversee the preparation and review of annual income tax provisions to ensure compliance with applicable regulations.<br>• Manage corporate tax return filings, including federal, state, and local taxes, while adhering to deadlines.<br>• Provide guidance on entity formation processes and ensure proper tax structuring.<br>• Utilize CCH ProSystem Fx and CCH Sales Tax software to streamline tax calculations and reporting.<br>• Monitor changes in tax laws and regulations, ensuring timely implementation of necessary updates.<br>• Collaborate with internal teams and clients to address tax-related inquiries and provide solutions.<br>• Conduct detailed reviews of tax filings to identify and resolve discrepancies.<br>• Develop strategies to minimize tax liabilities and optimize financial outcomes.<br>• Train and mentor less experienced team members on tax procedures and systems.<br>• Coordinate with external auditors during tax audits and ensure all documentation is accurate.
<p>We are looking for an experienced CPA Tax Manager to join an expanding organization that offers an amazing career growth tracks! This firm is recognized for delivering high-quality tax and accounting services to an exclusive clientele, emphasizing personalized solutions and attention to detail. The role offers a collaborative environment, opportunities for career growth, and a focus on maintaining work-life balance.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review complex tax returns for individuals, businesses (1120, 1120S, and 1065), and trusts.</p><p>• Offer strategic tax planning advice tailored to high-net-worth individuals and diverse businesses.</p><p>• Analyze and present financial data to clients and stakeholders with accuracy and clarity.</p><p>• Lead, mentor, and develop team members to foster a collaborative and growth-oriented workplace.</p><p>• Monitor changes in tax regulations and identify opportunities to enhance compliance and client benefits.</p><p>• Collaborate with colleagues to design innovative tax solutions that avoid unnecessary bureaucracy.</p><p>• Ensure effective use of tax software tools, optimizing workflows and data management.</p><p>• Assist with entity formation tasks and provide support for multi-state tax filings.</p><p>• Manage complex and consolidated tax returns while maintaining high standards of accuracy.</p><p><br></p><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also)</p>
