<p>Our client, a leading financial services organization in the Twin Cities, is seeking a Middle Office Portfolio Analyst. This individual will be instrumental in overseeing the operational management of a broad credit investment portfolio. The position calls for strong analytical skills and attention to detail, ensuring seamless transaction execution and rigorous accuracy standards. You will work collaboratively across multiple departments, contributing to a dynamic and successful team.</p><p><strong>Key Responsibilities:</strong></p><p>· Partner with various teams to support the closing of new investment transactions.</p><p>· Manage funding and financing processes for future transactions.</p><p>· Validate and reconcile monthly portfolio reports for accuracy and compliance.</p><p>· Coordinate transactions exits.</p><p>· Document investment transactions and submit requests for inter-entity cash transfers.</p><p>· Oversee cash flow management across investment relationships.</p><p>· Provide operational support and supervision to internal partners.</p><p>· Prepare periodic and ad hoc reporting related to illiquid assets.</p><p>· Work closely with global colleagues and service providers to enhance data and reporting processes.</p><p>Are you ready to advance your career and make a meaningful impact in a top-tier financial organization? Apply now or contact us for more information.</p><p><strong> </strong></p><p><strong>If you are interested, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or apply through the link provided</strong></p>
Investment Banking Client Services Analyst Fort Worth, TX (Hybrid) Join our dynamic investment firm and empower our global investor community! This vibrant, administrative role demands top-tier communication and meticulous detail. Key Duties: Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts. Oversee cash flow documentation, resolving investor queries swiftly. Partner with third-party admins for subscriptions, redemptions, AML/KYC. Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers. Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance. Qualifications: 2-3 years in investment firm client support. Stellar communication and organization. CRM/Microsoft Office savvy. Perks: Awesome benefits, great 401k match, hybrid flexibility, and work-life harmony! BONUS plus Base! <br> The best way to apply is to email a resume to Joe.faradie @ roberthalf com connect with me on linkedin!!!
<p>We are seeking a Financial Services Specialist to join a well-established company here in Greenville! See details below!</p><p><br></p><p>Responsibilities:</p><p>• Accurately post cash transactions and ensure all entries align with company protocols.</p><p>• Perform data entry tasks to maintain organized and up-to-date financial records.</p><p>• Process litigation-related payments and resolve discrepancies as needed.</p><p>• Investigate and address cash handling issues to guarantee proper account reconciliation.</p><p>• Collaborate with team members to ensure seamless servicing and account management.</p><p>• Utilize Microsoft Excel to analyze and manage financial data effectively.</p><p>• Monitor account activities and maintain access to cash and accounts.</p><p>• Support the team in resolving financial servicing issues promptly and efficiently.</p><p>• Prepare and maintain records for audits and compliance purposes.</p><p><br></p><p>Additional Information:</p><p>Great team / culture! </p><p>In office - 40 hours per week Monday-Friday </p><p>Business Casual / Casual Attire </p><p>Free Parking!! (downtown office)</p><p>Temporary to hire </p><p><br></p>
<p>We are looking for a detail-oriented Investment Accounting Analyst to join our dynamic team in Twin Cities. In this role, you will have the opportunity to work closely with senior leadership and gain exposure to diverse aspects of fund accounting, tax, investment operations, and financial reporting. This position offers a chance to contribute to a growing organization focused on delivering risk-adjusted returns through a flexible, multi-strategy investment approach.</p><p><br></p><p>Responsibilities:</p><p>• Manage deal operations by reviewing legal documentation, capital structures, and trade allocations to ensure smooth investment closings.</p><p>• Analyze and update valuation models for illiquid assets to maintain accurate financial assessments.</p><p>• Oversee distributions of proceeds and validate reporting accuracy provided by servicers and operating partners.</p><p>• Monitor investment performance against expectations and collaborate with the investment team to analyze discrepancies.</p><p>• Lead oversight of operating partners through continuous communication, risk assessments, reporting reviews, and recurring audits.</p><p>• Supervise fund accounting processes, including reviewing reconciliations, accruals, close packages, and financial reporting prepared by the Fund Administrator.</p><p>• Assist in the preparation of quarterly financial statements for investors and support annual audits.</p><p>• Perform weekly liquidity monitoring and compile return and profit/loss estimates for internal reporting.</p><p>• Coordinate with external auditors and tax professionals to complete fund audits and tax returns, ensuring compliance with regulatory standards.</p><p>• Support investor relations by addressing inquiries, maintaining due diligence documentation, and assisting with audit processes.</p>
We are looking for a dedicated Financial Crimes Compliance Analyst to join our team in Blue Ash, Ohio. In this role, you will contribute to delivering high-quality services to our global clients while ensuring compliance with financial regulations. This position offers an opportunity to collaborate with professionals on various tasks, including analysis, reporting, and process improvement.<br><br>Responsibilities:<br>• Conduct thorough assessments of transactional data to identify unusual or suspicious activities.<br>• Investigate and escalate potential anti-money laundering (AML) concerns based on established typologies.<br>• Perform detailed client profile evaluations using internal systems, open-source media, and negative news checks.<br>• Prepare clear and concise documentation to summarize observations and recommend next steps.<br>• Develop and maintain project status reports that highlight achievements, challenges, and action plans.<br>• Monitor project budgets and compare actual hours worked against planned estimates.<br>• Create comprehensive reports that include detailed findings and visual dashboards.<br>• Mentor less experienced team members by providing guidance, feedback, and support in delivering client services.<br>• Collaborate with client teams to understand their current systems and processes for targeted improvements.<br>• Identify opportunities to enhance service delivery through automation and standardization.
<p>We are offering an exciting opportunity for a Benefits Analyst in ENGLEWOOD, Colorado, United States. As a part of our team, you will be working in the financial services industry, utilizing your skills in a diverse set of roles including processing claims, maintaining customer records, and resolving inquiries.</p><p><br></p><p>Responsibilities:</p><p><br></p><ul><li>Manages and maintains assigned book of business. Has a good understanding of relevant compliance regulations and stays up to date on changes and new legislation. Works within the guidelines, ensures compliance.</li><li>Develop and maintain key relationships critical to the sales process and negotiate with carrier contacts to seek competitive options for clients.</li><li>Coordinates with account team to understand client’s strategy, and to define roles and responsibilities including deadlines.</li><li>Prepares requests for proposals (RFP’s) for all submissions to market. Responds to all carrier and client requests.</li><li>Responsible for ensuring timely target renewal delivery. Collaborates with insurance carriers and vendors to obtain preliminary and/or firm renewals.</li><li>Analyze current benefits, evaluating coverage, effectiveness, cost, plan utilization and trends.</li><li>Analyze all marketing and plan option responses, evaluates for accuracy and completeness, and requests clarifications and revisions, as needed. Develops plan options to best meet client’s strategy.</li><li>Presents all final results to account team. Determines content and structure of renewal presentation and identifies what to include (i.e; marketing results, utilization review, contribution strategy, benchmarking, financial reporting, etc.). Prepares renewal presentation.</li><li>Gather, review and validate all information related to assigned clients for renewal analysis and marketing purposes to include cost and contract terms</li><li>Provide analysis of benchmarking, contributions, data analytics, network disruption, as applicable</li><li>Applies underwriting as needed for trend analysis, high-cost claim analysis, contribution strategy, etc.</li><li>Monitor administrative costs of benefit plans and programs. Recommend cost containment strategies, including alternative methods for administration and funding.</li><li>Work with internal team regarding negotiations with carriers</li><li>Manage outsourcing of vendors and ensure reporting and other service needs are met</li><li>Build custom financial/utilization reports as needed and update monthly or as needed. Provide written and oral summary of findings.</li><li>Stays abreast of market competitiveness, carrier products and services, rate trends as well as State and Federal laws and regulations.</li><li>Supports data audits.</li><li>Updates financial summary and benefit highlight comparisons with all final renewal negotiation results</li><li>Complies with agency management system CRM standards. Saves and documents work product.</li><li>Will work primarily with medium to large clients who are fully insured and self-funded. Will also assist with the small group book of business on an as needed basis.</li></ul>
<p>We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies.</p><p><br></p><p>Major Responsibilities</p><p>· Provide financial analysis, forecasting and reporting </p><p>· Develop strategic initiatives</p><p>· Budgeting & Forecasting</p><p>· Variance Analysis</p><p>· Generate periodic asset allocation reports</p><p>· Maintain knowledge of regulations and policies</p><p>· Integrate financial data</p><p>· Prepare financial reports with key metrics</p><p>· Establish financial trends and make recommendations</p><p>· Resolve data discrepancies</p><p>· Ensure compliance with relevant financial regulations</p>
<p>We are looking for a skilled Data Reporting Analyst to join our team in Irvine, California. In this role, you will transform complex data sets into actionable insights that drive business decisions in the mortgage industry. You will collaborate with stakeholders to optimize operations, improve forecasting, and ensure compliance in a dynamic and regulated environment.</p><p><br></p><p>Responsibilities:</p><p>• Analyze mortgage pipeline data, financial trends, and loan performance to provide actionable insights.</p><p>• Design and maintain dashboards and reports to monitor key performance indicators across various business functions.</p><p>• Collaborate with stakeholders to identify inefficiencies and opportunities for operational improvements and revenue growth.</p><p>• Track and report on market trends, campaign performance, and borrower behaviors to guide strategic planning.</p><p>• Ensure the accuracy and integrity of data used in regulatory and compliance reporting.</p><p>• Develop predictive models and conduct scenario analyses to assess risks and forecast trends.</p><p>• Present data-driven recommendations through clear written reports and compelling visual presentations.</p>
<p>The CIAM Business Systems Analyst will manage day-to-day operations of the CIAM platform, ensuring compliance with defined policies and procedures related to user and application management. In this role, you will play a pivotal part in bridging business objectives with technology solutions focused on identity and access management, and drive CIAM capabilities that directly support the bank’s digital strategy and customer trust objectives. Working collaboratively with stakeholders, development teams, and vendors, you will help define, implement, and optimize CIAM initiatives that enhance user experiences and operational efficiency.</p><ul><li>Collaborate with business partners and stakeholders to gather, analyze, and document business requirements aligned with strategic goals and regulatory standards.</li><li>Act as the Subject Matter Expert for CIAM systems, providing guidance on solution design, configuration, and process improvements.</li><li>Translate business needs into detailed system requirements, user stories, acceptance criteria, and technical documentation to support effective development and testing.</li><li>Support the entire solution delivery lifecycle, including requirements gathering, process mapping, documentation, testing, deployment, and post-launch support.</li><li>Manage and maintain accurate documentation for CIAM applications, ensuring accessibility for business and technical teams.</li><li>Oversee application configuration changes, ensuring adherence to SDLC and Change Management protocols.</li><li>Coordinate with internal IT teams, external vendors, and implementation partners to resolve issues and deliver integrated CIAM solutions.</li><li>Monitor application performance, facilitate incident and problem management, and conduct Root Cause Analysis to drive issue resolution.</li></ul><p><br></p>
<p><strong>Overview</strong></p><p>We are seeking a highly skilled Principal Analyst to support and enhance our Customer Identity and Access Management (CIAM) ecosystem across the organization. This role ensures secure, frictionless customer authentication and authorization by driving continuous improvement of identity platforms, regulatory compliance, security posture, and user experience.</p><p>You will serve as a technical and analytical subject matter expert partnering closely with cybersecurity, digital product, engineering, risk, and compliance teams. The ideal candidate thrives in a regulated environment, understands identity lifecycle management at scale, and is comfortable translating business needs into secure and scalable CIAM capabilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Identity Strategy and Platform Ownership</strong></p><ul><li>Lead analysis, configuration, and optimization of CIAM solutions supporting millions of customer interactions across digital touchpoints.</li><li>Develop and refine standards for identity lifecycle processes including registration, credential management, MFA, SSO, step-up authentication, and session security.</li><li>Partner with engineering and cloud teams to ensure CIAM integrations align with enterprise architecture, API patterns, and zero-trust principles.</li></ul><p><strong>Security, Risk, and Compliance</strong></p><ul><li>Ensure CIAM controls align with industry frameworks such as NIST 800-63, PCI, FFIEC, SOX, and internal cybersecurity policies.</li><li>Monitor authentication trends, fraud indicators, risk scoring, and threat intelligence to recommend improvements in customer security posture.</li><li>Conduct impact analysis and security assessments for new CIAM capabilities, feature enhancements, and vendor integrations.</li></ul><p><strong>Technical and Analytical Leadership</strong></p><ul><li>Translate business needs into detailed technical requirements, workflows, and acceptance criteria for CIAM enhancements.</li><li>Support troubleshooting, incident response, and root-cause analysis related to identity, authentication, access failures, and customer login issues.</li><li>Analyze customer behavior, authentication telemetry, and system performance metrics to drive continuous improvement.</li></ul><p><strong>Cross-Functional Collaboration</strong></p><ul><li>Work closely with Digital Product, Cybersecurity, Cloud Engineering, Fraud, Compliance, and Customer Service teams to optimize identity journeys.</li><li>Provide subject-matter expertise for projects involving customer onboarding, digital banking, mobile applications, APIs, and third-party integrations.</li><li>Evaluate CIAM vendors and assist in roadmap planning for authentication, federation, directory services, and cloud-native identity capabilities.</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Senior Valuations Analyst | Venture Capital| San Francisco | Hybrid</strong></p><p> </p><p>Our client is a leading venture capital firm known for partnering with high-growth companies and driving innovation across their portfolio. The firm values analytical rigor, collaboration, and a high-performance culture.</p><p> </p><p>Join a fast-paced, supportive team where your work directly impacts investment decisions and fund operations. The Senior Valuation Analyst role offers exposure to fund leadership, cutting-edge investment strategies, and opportunities to grow professionally while contributing to operational excellence.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Prepare and document quarterly valuations for portfolio companies</li><li>Review valuation assumptions, market inputs, and provide reports to auditors and leadership</li><li>Support quarterly closes, financial statements, and partners’ statements</li><li>Manage capital calls, distributions, management fees, and cash forecasting</li><li>Mentor fund accountants and coordinate with auditors and LPs</li><li>Assist with tax schedules, investor communications, and due diligence requests</li><li>Maintain valuation models, NAV packages, and financial documentation</li><li>Support compliance, audits, and operational projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>We are looking for a dedicated Risk Analyst to join our team in El Monte, California, as part of a long-term contract position within the financial services industry. This role is crucial in developing and implementing fraud risk management frameworks and methodologies to safeguard the organization against financial losses due to fraudulent activities. The successful candidate will play a pivotal role in overseeing fraud detection tools, collaborating across departments, and ensuring adherence to industry standards and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Design and implement a comprehensive fraud risk management framework, including preventive and detective controls.</p><p>• Conduct regular risk assessments to identify, evaluate, and mitigate internal and external fraud risks.</p><p>•Collaborate with Enterprise Risk Management, Compliance, First Line business unit management and Business Risk & Control Officers (BRCs) in performing periodic Risk and Control Self Assessments (RCSA) specific to internal and external fraud, associated with both new and existing activities, products, or services.</p><p>• Oversee the deployment and management of fraud detection tools to ensure operational efficiency and effectiveness.</p><p>• Lead investigations into fraud incidents, identifying root causes and recommending corrective actions.</p><p>• Monitor fraud warning reports and ensure timely responses to suspicious activities flagged for review.</p><p>• Coordinate the preparation of Suspicious Activity Reports (SARs) in compliance with regulatory requirements.</p><p>• Maintain relationships with law enforcement, regulatory bodies, and industry resources to stay informed about fraud trends and best practices.</p><p>• Develop and monitor performance metrics such as Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to track fraud risk and trends.</p><p>• Facilitate training sessions for internal stakeholders to promote awareness and accountability in fraud risk management.</p>
We are looking for a skilled Loan Administrator to join our team in Mt. Pleasant, South Carolina. In this Contract to permanent position, you will play a vital role in managing and overseeing loan processes, ensuring compliance, and supporting the growth of financial services in the trade finance industry. The ideal candidate will have expertise in loan underwriting, factoring, and credit analysis, with a strong understanding of asset-based lending and commercial credit.<br><br>Responsibilities:<br>• Oversee the underwriting process for loan facilities, ensuring detailed assessment and approval of credit applications.<br>• Conduct comprehensive financial analyses, including cash flow evaluation, debt assessment, and liquidity verification for loan applicants.<br>• Evaluate collateral quality by reviewing accounts receivable, debtor concentration, and invoice aging reports.<br>• Identify and mitigate risks such as credit, operational, legal, and fraud-related issues while structuring loan facilities.<br>• Prepare detailed credit memoranda outlining client profiles, strengths, weaknesses, and risk considerations.<br>• Collaborate with sales and legal teams to develop competitive loan proposals and ensure accurate documentation.<br>• Monitor active loan portfolios to ensure compliance with performance projections and financial covenants.<br>• Recommend modifications to loan structures, risk ratings, or exit strategies based on ongoing portfolio analysis.<br>• Provide mentorship and training to entry level analysts, promoting best practices in underwriting and risk management.<br>• Stay informed on industry trends and economic conditions to enhance risk assessment and identify new opportunities.
We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.<br><br>Responsibilities:<br>• Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.<br>• Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.<br>• Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.<br>• Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.<br>• Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.<br>• Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.<br>• Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.<br>• Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.
<p><strong>Natalie Lue with Robert Half is recruiting for an HR Analyst in San Francisco to work four days onsite/one day remote. Our client</strong> is a top Private Equity firm seeking a detail-oriented and analytically strong HR Analyst to join their People team. The successful candidate will serve as a critical internal partner in managing and enhancing HR systems, developing and delivering HR metrics, optimizing workflows, and supporting key HR operations. This role will also act as a backup for payroll processing and contribute to broader People Team initiatives. </p><p><br></p><p>This is an excellent opportunity for an HR professional with 5-7+ years of experience, strong operational, technical capabilities, and a business mindset. You will work with a high-performing, collaborative team to support an organization that has a strong culture, great reputation in the industry, and operates at the highest level of professional standards.</p><p><br></p><p>About the Role</p><p><br></p><p>HR Systems Management</p><ul><li>Serve as the primary administrator for the firm’s core HR system, UKG.</li><li>Work with UKG and external carriers/vendors to optimize system integrations across HR operations.</li><li>Maintain system integrity and user access, perform data audits, and implement system upgrades and enhancements aligned with business needs.</li><li>Build and maintain process documentation and training materials.</li><li>Support with other HR systems management and implementations as needed.</li></ul><p><br></p><p>HR Metrics, Reporting & Analytics</p><ul><li>Produce regular workforce reports including headcount, attrition, performance, compensation, diversity, and organizational structure.</li><li>Produce ad-hoc reports as requested.</li><li>Provide data analysis to support strategic workforce planning, compensation reviews, and regulatory compliance.</li><li>Ensure accuracy, confidentiality, and compliance in all reporting processes.</li><li>Responsible for data entry, data integrity and auditing as required.</li></ul><p><br></p><p>Workflow Automation & Process Optimization</p><ul><li>Work with Director of People Operations to identify and execute automation opportunities in key HR processes (e.g., onboarding/offboarding, performance reviews, employment changes, benefits).</li><li>Enhance HR service delivery by collaborating with other teams (e.g. IT, Compliance, Finance) to improve workflow efficiencies and document processes.</li></ul><p><br></p><p>Generalist Support</p><ul><li>Serve as a secondary resource to the payroll function, ensuring timely and accurate payroll processing during coverage periods.</li><li>Support the execution of annual HR cycles (performance management, compensation planning, benefits renewals).</li><li>Support the People Team on employee relations, policy development, and other team initiatives.</li></ul><p> </p><p><strong>*Contact <u>Natalie Lue via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a detail-oriented and dedicated Accounting Services Specialist II to join our team in Highland Hills, Ohio. In this long-term contract role, you will play a critical part in providing back-office support for financial transactions, ensuring accuracy and compliance while helping to mitigate potential financial risks. This position offers an excellent opportunity to contribute to a dynamic and fast-paced environment focused on delivering exceptional service to staffing firms.<br><br>Responsibilities:<br>• Process incoming and outgoing cash transactions with precision and accuracy.<br>• Identify and report any signs of fraudulent activity or financial risks.<br>• Perform reconciliations to ensure proper tracking of financial records.<br>• Utilize Microsoft Excel to analyze data and prepare financial reports.<br>• Assist in maintaining the general ledger and updating financial accounts.<br>• Provide support in payroll processing and related activities.<br>• Collaborate with team members to manage time-sensitive financial tasks efficiently.<br>• Support ad hoc financial projects as needed to meet organizational goals.<br>• Leverage knowledge of human capital management and specialty finance to improve service delivery.<br>• Communicate effectively with stakeholders to ensure alignment on financial processes.
<p>As a Business Systems Analyst / Scrum Master, you’ll play a pivotal role at the intersection of agile delivery, business processes, and technology implementation. You’ll guide cross-functional teams to deliver high-quality solutions while ensuring business requirements are clearly defined, traceable, and aligned with strategic goals.</p><p>Our technology ecosystem spans multiple platforms, business lines, and integration points — success in this role means balancing structured analysis with agile adaptability. You’ll partner with product owners, technology leaders, application developers, quality assurance testers, and other stakeholders to ensure solutions deliver meaningful, measurable value.</p><p>This is a hands-on, high-impact role in a fast-paced environment where curiosity, communication, and ownership drive results.</p><p><br></p><p>Accountabilities</p><p>• Drive clarity and documentation — capture detailed functional and technical requirements, workflows, and process and technology dependencies across systems and integration points.</p><p>• Translate business strategy into execution — work with business and technology leaders to define clear user stories, acceptance criteria, and sprint goals aligned to enterprise priorities.</p><p>• Facilitate agile delivery — lead sprint ceremonies (planning, stand-ups, reviews, retrospectives) and coach teams in Agile principles to promote continuous improvement and accountability.</p><p>• Bridge communication across functions — ensure seamless collaboration between products owners, technology leaders, project managers, developers, QA, and other roles and teams as needed.</p><p>• Balance agility and structure — manage iterative delivery in an Agile/Scrum framework while applying structured analysis where appropriate for compliance and traceability.</p><p>• Enable transparency and decision-making — track metrics and report on sprint progress to stakeholders.</p><p>• Champion alignment — communicate complex business or technical concepts in simple, actionable terms for diverse audiences.</p><p>• Promote continuous improvement — identify opportunities to enhance team performance, process efficiency, and product quality.</p><p>• Remove impediments to team progress by proactively identifying, tracking, and resolving blockers that hinder delivery.</p><p>• Drive on-time delivery by ensuring the team meets committed sprint and project dates, facilitating alignment across stakeholders, and escalating risks when necessary.</p>
<p>What you'll do:</p><p>As a Product Manager you'll manage the complete lifecycle of the assigned suite of banking products within the Bank's commercial product portfolio. You'll assist with developing and executing the Bank's Product strategy and roadmap in conjunction with business partners., as well as provide hands-on, product-level leadership needed to realize concepts and potential key innovations into tangible, profitable products that are aligned with the Bank's objectives. You'll lead a team of Product Analysts to perform or coordinate the work from product concept and business case analysis to technical development and introduction all the way through to ongoing maintenance and improvement. As a Senior Product Manager, you'll also complete market research to monitor trends, develop reports for key stakeholders and recommendations on product suite and pricing strategy, in order to deliver a healthy profit margin and revenue growth.</p><p><br></p><p>Partner with the Product Management leadership to execute the Bank's strategic plan, with specific focus on leading efforts to develop and operate profitable banking products. Meet product development objectives, manage product health, and responsiveness to market dynamics.</p><p>Support the product lifecycle process and executing their work within the department's standards on deliverables for business case development, business requirement gathering, product design, implementation, and maintenance. Lead the research, analysis, design, development, pricing, and implementation of new products, and modification and enhancements to existing products.</p><p>Ensure the product suite's success in managing product health and effectiveness, pro-actively addresses obstacles to product development, product adoption, deteriorating product performance, competitive analysis, and complications in service delivery. Assist management in identifying, assessing and implementing risk control procedures for assigned products and channels.</p><p>Foster strong, healthy working relationships with senior leaders in partner departments (including Lending, Credit Administration, Risk Management/Compliance, IT and other internal support departments, and third-party services), as well as facilitate team's contribution to and compliance with technical processes and requirements, risk mitigation, efficiency, and customer service.</p><p>Lead and develop a team; responsible for hiring, coaching, performance management, training and development.</p><p><br></p>
<p>We are looking for a skilled Financial Reporting Analyst to join our team in Plymouth, Minnesota. In this role, you will play a key part in preparing and analyzing financial reports, ensuring accuracy and compliance with accounting standards. You will collaborate with cross-functional teams and contribute to improving financial processes to support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and consolidate financial reports on a monthly, quarterly, and annual basis using systems such as Hyperion and Oracle.</p><p>• Conduct detailed variance analyses and summarize findings in concise reports for executive review.</p><p>• Ensure financial statements adhere to established accounting standards and organizational policies.</p><p>• Collaborate with accounting teams and sales/service locations nationwide to address reporting and data requirements.</p><p>• Partner with external auditors and international corporate teams to resolve reporting inquiries and provide necessary documentation.</p><p>• Identify and implement improvements in manual reporting processes to enhance accuracy and efficiency.</p><p>• Support the monthly financial close process, including data validation and system uploads into Hyperion.</p><p>• Maintain accurate chart of accounts, reporting hierarchies, and consolidation structures.</p><p>• Contribute to financial policy compliance and strengthen internal controls related to reporting.</p>
<p>We are looking for an FP& A Analyst to join our client's team in Las Vegas, Nevada. In this role, you will play a crucial part in driving financial planning and analysis efforts, ensuring alignment with organizational goals and delivering actionable insights. The ideal candidate will have capital planning and operations support experience. This position offers an opportunity to collaborate across multiple locations and contribute to strategic decision-making processes.</p><p><br></p><p>Responsibilities:</p><p>• Facilitate the annual operational and capital budgeting processes, including setting timelines, creating templates, and establishing review protocols.</p><p>• Develop and maintain rolling forecasts by integrating actual data, trends, and key indicators such as traffic metrics and labor indices.</p><p>• Collaborate with operations teams to translate operational metrics into accurate financial projections.</p><p>• Oversee the capital planning cycle by tracking approved projects, managing spending schedules, and evaluating returns against initial benchmarks.</p><p>• Consolidate site-level budgets into divisional and corporate profit and loss statements, ensuring compliance with organizational reporting standards.</p><p>• Conduct detailed variance analyses, including budget-to-actual comparisons and reforecasting recommendations, and present findings to stakeholders.</p><p>• Prepare and deliver quarterly forecast updates to executive leadership, highlighting potential risks and opportunities.</p><p>• Support the development of a quarterly business review process to enhance strategic planning and decision-making.</p><p>• Maintain multi-year net asset value models that connect operational assumptions to long-term financial objectives.</p><p><br></p><p>If you are interested in learning more about this opportunity, please contact Kathy Beavers at Robert Half, see contact information on LinkedIn.</p>
We are looking for an experienced Senior Financial Analyst to join our team in Troy, Michigan, for a contract position within the manufacturing industry. This role entails applying advanced accounting principles to analyze financial data, prepare detailed reports, and ensure accurate documentation of transactions. The ideal candidate will play a key role in providing insights to support critical business decisions while maintaining compliance with established financial practices.<br><br>Responsibilities:<br>• Analyze and process financial data to prepare accurate entries for general ledger accounts and document business transactions.<br>• Compile and interpret financial reports, including balance sheets, profit and loss statements, and projections to provide a clear overview of the company’s financial position.<br>• Conduct statistical analyses to identify trends, prepare estimates, and draft detailed narrative reports highlighting findings.<br>• Audit contracts, orders, and vouchers, ensuring proper documentation and compliance before settlement.<br>• Monitor and enforce adherence to accounting principles and company procedures, recommending improvements where necessary.<br>• Investigate and resolve discrepancies in financial entries, documents, and reports to maintain accuracy and reliability.<br>• Develop, implement, and document accounting systems and control procedures to enhance operational efficiency.<br>• Evaluate reserves, assets, and expenditures, providing recommendations to optimize financial strategies.<br>• Collaborate with vendors to negotiate contracts, manage procurement records, and ensure timely delivery of goods and services.<br>• Assist with payroll processing, employee onboarding, and open enrollment activities.
We are looking for an Operations Specialist to join our team in Vero Beach, Florida. In this Contract to permanent position, you will play a key role in ensuring smooth daily operations, supporting management, and coordinating team activities. The ideal candidate is detail-oriented, highly organized, and proficient in Microsoft Office applications.<br><br>Responsibilities:<br>• Coordinate and manage client account activities, including follow-ups and documentation.<br>• Prepare reports, presentations, and other documents to support management objectives.<br>• Oversee team calendars, track progress on action items, and manage scheduling.<br>• Monitor daily operations to ensure compliance with regulations and assist with transaction processing.<br>• Support special projects and contribute to team efficiency.<br>• Review processes to identify areas for improvement and implement solutions.<br>• Ensure effective communication across departments to optimize workflow.
<p>Our client, a pioneering global Technology group, is currently looking for a General Manager, Investor Relations & Strategy, to join its growing team. In this role you will serve as a critical link between the executive leadership team and the global investment community. This is a high-visibility, high-impact role for a seasoned professional who thrives in complex environments, excels under pressure, and brings both analytical depth and strategic clarity. </p><p><br></p><p>Key responsibilities will include:</p><p><br></p><p>Investor Relations Leadership</p><p>· Act as the primary bridge between executives and investors—drafting presentations, conducting outreach, and managing ongoing relationships and inquiries.</p><p>· Ensure executive readiness for investor engagements and maintain a compelling, consistent corporate narrative.</p><p>· Build trust with institutional investors and analysts through confident, transparent, and informed communication.</p><p>Financial & Regulatory Expertise</p><p>· Interpret, analyze, and present financial data with precision; understand financial statements, reporting standards, and analytical tools.</p><p>· Stay ahead of SEC regulations, reporting requirements, and market trends to guide strategy and ensure compliance.</p><p>· Coordinate closely with legal and finance teams to guarantee accuracy and integrity of all investor-facing information.</p><p>Strategic Communications & ESG</p><p>· Develop and drive a comprehensive investor communications strategy across press releases, digital platforms, and key announcements.</p><p>· Oversee corporate social responsibility and ESG initiatives, including reporting and standards alignment.</p><p>Corporate Strategy & Change Management</p><p>· Provide analysis on policy and regulatory changes across key markets to support business leaders.</p><p>· Partner with the Executive team on major change initiatives—such as people strategy development and other enterprise-level transformations.</p><p><br></p><p>For immediate consideration please contact Ronny.Cohen@roberthalf.</p>
<p>We are looking for a detail-oriented Accounts Payable Specialist to join our team in Birmingham, Alabama. This Contract to permanent position offers an excellent opportunity for an individual with experience in accounting and payables to contribute to the financial operations of the organization. The ideal candidate will ensure accurate processing of invoices, resolve discrepancies, and maintain compliance with established policies and procedures.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the payables process for assigned market carriers, ensuring adherence to company policies and procedures.</p><p>• Act as the primary contact for resolving accounting discrepancies between insurance carriers and the agency.</p><p>• Reconcile accounts in accordance with internal control standards, ensuring timely and accurate payments to carriers.</p><p>• Submit all accounts payable invoices for processing and approval.</p><p>• Manage recurring payables and oversee processes for assigned agencies.</p><p>• Provide training to agency personnel on proper accounting procedures and practices.</p><p>• Process vendor payables and submit them to the Accounts Payable department.</p><p>• Serve as a backup for other Regional Insurance Accountants as needed.</p>
<p><strong>Overview</strong></p><p>We are seeking a highly experienced Principal Engineer to architect, develop, and enhance customer identity and access management (CIAM) capabilities across our digital platforms. This individual will serve as a technical expert responsible for building secure, scalable authentication and authorization services that support millions of customer interactions.</p><p>You will work closely with cybersecurity, software engineering, cloud, compliance, and product teams to design identity solutions that strengthen security, streamline access, and deliver an exceptional digital experience. This is a hands-on engineering role with significant influence over CIAM strategy, platform evolution, and engineering best practices.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Architecture and Engineering Leadership</strong></p><ul><li>Design, build, and maintain CIAM services including authentication flows, MFA, single sign-on, identity federation, user directories, and secure session management.</li><li>Develop and optimize CIAM integrations across mobile apps, web applications, APIs, and cloud-native services.</li><li>Lead the technical architecture for identity platforms such as ForgeRock, Okta, Ping Identity, Auth0, Azure AD B2C, or custom-built identity services.</li><li>Create high-scale, high-availability authentication components using modern engineering practices and zero-trust design principles.</li></ul><p><strong>Secure Development and Implementation</strong></p><ul><li>Implement customer identity workflows following standards like OAuth2, OpenID Connect, SAML, JWT, SCIM, and FIDO-based authentication.</li><li>Build secure APIs and backend microservices supporting identity lifecycle, risk scoring, authorization policies, and fraud prevention controls.</li><li>Ensure CIAM solutions meet strict security, data protection, and regulatory requirements (NIST 800-63, PCI, FFIEC, SOX, internal cybersecurity frameworks).</li></ul><p><strong>Platform Optimization and Engineering Excellence</strong></p><ul><li>Conduct deep technical analysis on system performance, authentication telemetry, failure modes, fraud patterns, and user behavior to inform product and security enhancements.</li><li>Own CIAM release engineering, code quality, and CI/CD automation for identity services.</li><li>Troubleshoot and perform root-cause analysis for complex identity and authentication issues affecting customers or integrated applications.</li><li>Recommend new technologies, patterns, or architectural improvements to evolve CIAM capabilities.</li></ul><p><strong>Cross-Functional Technical Leadership</strong></p><ul><li>Collaborate with cybersecurity, cloud engineering, DevSecOps, fraud, compliance, and digital product teams to ensure secure and seamless identity experiences.</li><li>Provide engineering guidance during vendor evaluations, third-party integrations, and identity modernization initiatives.</li><li>Mentor engineers, analysts, and technical stakeholders to upskill the organization’s identity engineering capabilities.</li></ul>
