<p>We are looking for an experienced Senior Annuity Business Analyst/Consultant to join a contract opportunity with permanent potential based in Iowa. This role is 100% remote. This role will guide annuity product implementations by turning product and actuarial concepts into practical business and system requirements that support successful delivery. The position works closely with cross-functional teams to align product intent, operational needs, testing expectations, and technical execution across the full annuity lifecycle.</p><p><br></p><p>Responsibilities:</p><p>• Act as the lead annuity subject matter expert, advising teams on product setup, implementation planning, and operational preparedness for new offerings and enhancements.</p><p>• Collaborate with actuarial, product, operations, technology, and vendor partners to convert annuity designs into detailed business rules, workflows, calculation logic, and data requirements.</p><p>• Define end-to-end requirements covering illustrations, application processing, suitability review, policy issuance, administration, billing, commissions, servicing, withdrawals, claims, correspondence, and reporting.</p><p>• Evaluate product variations, state-specific rules, premium structures, rider selections, value calculations, surrender activity, beneficiary events, and compliance considerations to ensure complete requirement coverage.</p><p>• Provide direction to IT business analysts, developers, and quality teams so user stories, specifications, mappings, and acceptance criteria accurately reflect annuity product intent.</p><p>• Develop and review business validation scenarios, expected outcomes, calculation checks, exception handling cases, and regression considerations to strengthen testing quality.</p><p>• Participate in planning sessions, design discussions, backlog refinement, sprint activities, demos, defect reviews, and release readiness efforts to support timely and accurate delivery.</p><p>• Review configuration documents, product rules, data mappings, conversion assumptions, and third-party deliverables to confirm alignment with business objectives and implementation standards.</p><p>• Identify process gaps, operational risks, dependency issues, and control needs that could affect launch success, and recommend solutions before release.</p><p>• Support product validation and implementation activities related to system changes or organizational transition efforts when needed.</p>
We are looking for a Contract MHP Compliance Project Manager to support a high-visibility regulatory initiative in Cincinnati, Ohio. This role will guide planning, coordination, and reporting for mental health parity compliance work, partnering with leaders and subject matter experts across the organization. The ideal candidate brings strong project execution skills, comfort working with senior stakeholders, and experience in a healthcare payer environment.<br><br>Responsibilities:<br>• Direct day-to-day project activities for mental health parity compliance efforts, keeping timelines, priorities, and deliverables on track.<br>• Build and maintain project plans, status updates, and governance materials using tools such as Jira, Smartsheet, Visio, and Microsoft Office applications.<br>• Coordinate work across legal, compliance, operations, and other business teams to ensure alignment on objectives, dependencies, and required outcomes.<br>• Prepare clear updates for executives and other stakeholders, highlighting progress, decisions needed, emerging risks, and key milestones.<br>• Monitor issues, action items, and risk areas, and drive follow-up to support timely resolution and project continuity.<br>• Organize project documentation, meeting materials, and communications to maintain accurate records and support efficient collaboration.<br>• Apply structured project management practices to manage multiple workstreams and promote accountability across participating teams.<br>• Support completion of compliance-related deliverables by partnering with business leads and subject matter experts throughout the project lifecycle.
<p>We are seeking an experienced Senior Investigator / QC Analyst for a 6-12 month <strong>contract </strong>opportunity supporting AML and financial crimes compliance initiatives. This role is responsible for conducting quality reviews of investigations, evaluating potentially suspicious activity, and ensuring regulatory and reporting standards are consistently met. The ideal candidate will have hands-on experience conducting AML investigations and a demonstrated history of preparing and filing Suspicious Activity Reports (SARs) and/or Unusual Activity Reports (UARs) as a regular part of their responsibilities, not solely exposure to the process. This position is 100% onsite in San Francisco during the initial training period and will transition to a hybrid schedule thereafter.</p><p><br></p><p>Key Responsibilities</p><ul><li>Perform quality control reviews of AML alerts, investigations, and case documentation for accuracy, completeness, and regulatory compliance.</li><li>Evaluate investigative findings and determine whether cases warrant escalation or additional review.</li><li>Assess potentially suspicious activity and make recommendations regarding SAR/UAR filings.</li><li>Review transaction activity, customer behavior, and supporting documentation to identify financial crime risks.</li><li>Ensure investigations and case decisions adhere to BSA/AML regulations, internal policies, and established procedures.</li><li>Document findings, risk assessments, and recommendations in a clear, concise, and defensible manner.</li><li>Provide feedback and guidance to investigators to improve case quality and consistency.</li><li>Support audit, regulatory, and compliance requests related to AML investigations and reporting.</li></ul>
<p>Our client located in South San Francisco is seeking a Financial Systems & Budget Analyst to support post-go-live operations following a recent implementation. You will play a key part in maintaining day-to-day financial system operations, generating budget and financial reports, and supporting ad hoc analysis for Finance leadership.</p><p><br></p><p>This is an excellent opportunity for a finance professional who enjoys working at the intersection of financial operations, reporting, budgeting, and ERP systems. This contract role may be up to 6 months in duration.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support daily post-implementation operations within the financial system</li><li>Generate and maintain budget, financial, and management reports</li><li>Assist with ad hoc financial analysis and special projects</li><li>Reconcile financial data and validate accuracy of system-generated reports</li><li>Collaborate with Finance team members to identify and resolve system or reporting issues</li><li>Assist with budget tracking, forecasting, and variance analysis</li><li>Support process improvement initiatives related to financial reporting and system utilization</li><li>Document procedures and provide user support as needed</li></ul><p><br></p>
We are looking for a detail-oriented Credit Balance AR Analyst III to join a healthcare revenue cycle team in Florida. This contract position with potential for a permanent role centers on reviewing credit balance activity, researching payment discrepancies, and supporting accurate refund processing across patient accounting and accounts payable workflows. The role is well suited for someone who enjoys working with financial data, tracing transactional issues to their source, and partnering with accounting and analytics teams to improve visibility into outstanding balances.<br><br>Responsibilities:<br>• Investigate account-level credit balances to determine whether duplicate payments or other posting issues created overpayments and document the underlying cause.<br>• Coordinate refund activity by confirming that vendor records are properly established within accounts payable systems so payments can be issued accurately.<br>• Reconcile credit balance and refund activity between patient accounting platforms, accounts payable applications, and reporting tools to maintain alignment across systems.<br>• Review transaction details that feed general ledger activity and monitor records closely to support accurate financial handling of credit balances.<br>• Use tools such as SharePoint, Beacon, and reporting dashboards to track trends, organize findings, and maintain visibility into unresolved balances.<br>• Partner with data analytics resources to support graphs, dashboards, and reporting related to credit balance performance and refund activity.<br>• Work across multiple healthcare billing and accounting systems, including patient accounting and AP platforms, to research issues and complete assigned follow-up.<br>• Collaborate with accounting and treasury teams when credit balance items require broader financial review or refund coordination.
<p>Robert Half Financial Services are hiring for an ETF Operations Analyst role for a $40+bn AUM Investment and Trading firm based in midtown Manhattan New York. Our client requires 3+ years ETF Trade Operations or Collateral Management experience within Asset Management, Custodian or a Bank, with strong knowledge of ETFs, Mutual Funds, Index Funds, Equities, Futures, Swaps. Advanced Excel experience required, knowledge of Eze Castle / Eze OMS or Nexen trading systems is advantageous. The role is full time in office 5 days per week in the midtown Manhattan office.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage direct daily margining workflow, ensuring accuracy of collateral positions, effective calculation of margin excess, and deficit and timely settlement of related cash and securities transactions</li><li>Support trade settlement of domestic and international equity, fixed income, ETF, FX, and equity swap trading activity</li><li>Support collateralization process for ETF creations and redemptions, adhering to industry standards, internal procedures, UMR requirements, and leveraging Order Management System (OMS) capabilities</li><li>Assist with efforts to transform current margining processes and implement new operational model, including oversight, process improvement, and controls enhancement</li><li>Monitor collateral levels, haircuts, and initial margin (IM) requirements under both non-Reg IM and UMR to ensure effective collateralization and risk mitigation</li><li>Facilitate build-out and daily performance of reconciliation processes</li><li>Collaborate with Trading, Legal, and IT teams and custodian to streamline operations</li><li>Stay abreast of regulatory updates related to UMR and ETF collateral management </li><li>Identify and implement opportunities for margin optimization and associated costs utilizing internal processes, OMS, and custodian solutions</li><li>Support onboarding efforts for fund launches, custody accounts, and new trading relationships</li></ul>
<p>The Healthcare Business Analyst – Pharmacy API Integrations is responsible for managing and improving API integrations between the organization and external pharmacy partners. This role serves as a key point of contact for API-related initiatives, ensuring integrations are well-documented, reliable, secure, and designed to support efficient pharmacy operations and a positive customer experience.</p><p><br></p><p>The individual will collaborate with external partners and internal teams across software engineering, quality assurance, project management, and operations to define requirements, resolve integration challenges, and deliver effective technical solutions. A major focus will be monitoring operational KPIs and identifying opportunities to improve performance, including faster prescription fulfillment, fewer escalations, and reduced manual intervention.</p><p><br></p><p>The ideal candidate combines strong technical and analytical skills with excellent communication, customer service, and project ownership capabilities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee pharmacy API integrations and continuously improve the experience for internal users, external pharmacy partners, and software implementation teams.</li><li>Consult with external customers and technology partners to provide guidance on API integration requirements, implementation, and best practices.</li><li>Maintain accurate, comprehensive, and up-to-date API documentation for external partners and internal stakeholders.</li><li>Collaborate with business analysts, project managers, software engineers, QA, and operations teams to define integration designs, data requirements, and workflows.</li><li>Translate business needs into clear technical requirements and develop integration solutions that support customer and operational objectives.</li><li>Investigate and troubleshoot integration issues, identify system gaps, and recommend solutions to improve reliability and performance.</li><li>Evaluate proposed solutions for technical and operational feasibility, ensuring they meet business requirements.</li><li>Monitor integration performance and operational KPIs, identifying opportunities to improve prescription fulfillment speed, reduce escalations, and minimize manual processes.</li><li>Apply a strong understanding of software development principles and API technologies to connect systems across organizations.</li><li>Stay current with emerging API technologies, industry standards, and integration best practices.</li><li>Maintain technical knowledge through ongoing professional development, industry research, and participation in relevant professional networks.</li><li>Follow established security, privacy, and administrative safeguards when performing job responsibilities.</li><li>Ensure compliance with HIPAA requirements and applicable healthcare data protection standards.</li></ul><p><strong>Performance Expectations</strong></p><p>Success in this role will be measured by the quality and accuracy of API documentation, effectiveness and reliability of integration solutions, and timely communication with external partners, vendors, business users, and internal IT teams. Additional performance measures include code resiliency, defect rates, integration stability, and improvements in operational efficiency.</p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Accounting Analyst | Growing Investment Firm | Menlo Park (3 Days onsite) </strong></p><p> </p><p>Join a <strong>growing investment management </strong>firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful ownership, and exposure to investment accounting, reporting, and data analytics</strong>.</p><p> </p><p>This is an excellent opportunity for an accounting professional who enjoys <strong>working with data, improving processes, and leveraging technology to drive efficiency</strong>. You'll gain exposure to <strong>investment accounting, performance reporting, automation initiatives, and cross-functional projects</strong>, while working closely with a lean, high-performing team.</p><p><br></p><p>Responsibilities</p><ul><li>Perform fund and portfolio accounting across multiple investment vehicles</li><li>Support financial reporting, audits, and month-end close activities</li><li>Reconcile cash, investment activity, and portfolio balances</li><li>Prepare and analyze portfolio and investment performance reports</li><li>Partner with investment, reporting, and data teams to ensure reporting accuracy</li><li>Manage large datasets and support data normalization efforts</li><li>Identify and implement <strong>automation and process improvement opportunities</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
We are looking for a Software QA Analyst to join an Agile team in Florida, where quality is treated as a shared responsibility throughout the development lifecycle. This role is ideal for a testing specialist who can independently plan and execute validation activities, investigate issues thoroughly, and work closely with business analysts, developers, and client stakeholders. The position focuses on both manual and automated testing while helping ensure requirements are testable, releases are stable, and defect resolution stays on track.<br><br>Responsibilities:<br>• Develop and manage detailed test scenarios and test cases based on business needs, user stories, and acceptance criteria.<br>• Perform manual testing across multiple sprint deliverables while maintaining clear visibility into progress, risks, and priorities.<br>• Run and support automated test coverage using Selenium and related QA tools to improve consistency and efficiency.<br>• Document defects with precise reproduction steps, supporting evidence, impact details, and environment information so issues can be resolved quickly.<br>• Re-test resolved issues and complete regression validation to confirm changes do not negatively affect existing functionality.<br>• Take an active role in Agile ceremonies by contributing testing insight during daily stand-ups, refinement sessions, planning meetings, and retrospectives.<br>• Partner with business analysts and developers to review requirements early, identify gaps in testability, and reduce downstream rework.<br>• Assist with release readiness activities, including pre-deployment coordination and post-release smoke testing.<br>• Support client-facing testing efforts by guiding users through validation activities, helping triage reported issues, and coordinating next steps for resolution.<br>• Contribute ideas that strengthen QA practices, improve team standards, and enhance overall product quality.
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Fund Operations Analyst | Thriving Investment Management Firm | Menlo Park | Base + Bonus + Profit Sharing + Strong Perks!</strong></p><p> </p><p>Join a growing investment management firm with a collaborative culture and a sophisticated investment platform. The firm offers <strong>strong mentorship, meaningful responsibility, and exposure to private investments</strong> from day one.</p><p> </p><p>This is a great opportunity for someone looking to move beyond fund accounting into a <strong>broader investment operations role</strong>.</p><p> </p><p>You'll gain hands-on exposure to <strong>private investments, transaction execution, fund operations, and process improvement initiatives</strong>, while working closely with teams across the business.</p><p><br></p><p>Responsibilities</p><ul><li>Support operational workflows across private investment portfolios</li><li>Coordinate subscriptions, capital calls, redemptions, and investment activity</li><li>Manage investment documentation and onboarding processes</li><li>Partner with fund administrators, custodians, and internal teams</li><li>Support funding activities, cash movements, and transaction processing</li><li>Track key deadlines and reporting requirements</li><li>Drive <strong>process improvement and operational efficiency initiatives</strong></li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Our client in the Bridgewater area is hiring for an Inventory & Materials Planning Analyst!</strong></p><p>This is a newly created, hands-on analytical position supporting inventory, materials planning, purchasing, forecasting, and production needs within a growing organization.</p><p>The ideal candidate will understand how customer demand, inventory, purchasing, and production work together and will be comfortable digging into data to identify discrepancies, excess inventory, shortages, and opportunities to improve planning processes.</p><p>Depending on experience, this role is paying <strong>$85,000–$100,000</strong>, including <strong>full benefits (medical, dental, vision, 401(k), PTO, and paid holidays).</strong></p><p><strong>Schedule:</strong> Monday–Friday, 8:00 AM–4:30 PM</p><p> <strong>Location:</strong> Fully Onsite</p><p><strong>About the Role</strong></p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Monitor inventory levels, material requirements, forecasts, and production needs</li><li>Review purchasing activity and identify discrepancies, excess orders, and changing demand</li><li>Analyze inventory vs. forecasted demand and help optimize material availability</li><li>Identify opportunities to adjust or reduce purchase orders based on demand</li><li>Partner with Purchasing, Planning, Customer Service, Account Management, and Production</li><li>Track excess or aging inventory and help determine root causes and solutions</li><li>Develop reporting and improve visibility into inventory and material requirements</li><li>Identify process gaps and help create more standardized and scalable planning processes</li><li>Utilize ERP and other systems to analyze data and support decision-making</li><li>Support the implementation of new technology and AI-driven tools to improve operational efficiency</li></ul><p><br></p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p><br></p><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# AML Analyst **</p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month contract opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills. </p><p> Duties: Review and investigate transaction monitoring alerts to identify potentially suspicious activity. Analyze customer and transaction data to determine whether alerts should be escalated for further review. Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration. Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies. Document investigative findings clearly, accurately, and thoroughly within case management systems. Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards. Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts. Meet productivity, quality, and service-level expectations in a fast-paced environment. </p><p><br></p><p> ** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# 00410-9504425523** </p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p><br></p><p>** If you're interested in this position, please apply to this position and contact Meaghan O'Brien at meaghan.obrien - at - roberthalf - .com with your word resume and reference job ID# AML Analyst **</p>
<p>We are seeking a detail-oriented AML Analyst for a 6-12 month <strong>contract </strong>opportunity supporting Anti-Money Laundering (AML) and financial crimes compliance initiatives. This role is 100% onsite in San Francisco, CA during the initial training period to ensure successful onboarding and knowledge transfer, and will transition to a hybrid schedule thereafter. The AML Analyst will be responsible for performing Level 1 alert reviews, investigating potentially suspicious activity, and documenting findings in accordance with regulatory requirements and internal policies. The ideal candidate will have experience in AML, compliance, risk management, or financial crime investigations and possess strong analytical, decision-making, and critical-thinking skills.</p><p><br></p><p>Duties:</p><ul><li>Review and investigate transaction monitoring alerts to identify potentially suspicious activity.</li><li>Analyze customer and transaction data to determine whether alerts should be escalated for further review.</li><li>Support the identification and documentation of cases that may warrant Suspicious Activity Report (SAR) consideration.</li><li>Conduct research and investigations while adhering to BSA/AML regulations, regulatory guidance, and internal compliance policies.</li><li>Document investigative findings clearly, accurately, and thoroughly within case management systems.</li><li>Apply sound judgment in alert disposition decisions while maintaining quality and compliance standards.</li><li>Collaborate with compliance, risk, and financial crimes teams to support ongoing monitoring and investigative efforts.</li><li>Meet productivity, quality, and service-level expectations in a fast-paced environment.</li></ul><p>** If you're interested in this position, please apply to this position and contact Anabel Lopez-Horta at anabel.lopez-horta - at - roberthalf - .com with your word resume and reference job ID# AML Analyst ** </p>
<p>This position blends hands-on inventory oversight with business analysis, helping improve product availability, reporting accuracy, and cross-functional decision-making. The ideal candidate is comfortable working with data, identifying process gaps, and turning operational information into practical recommendations.</p><p><br></p><p>Responsibilities:</p><p>• Monitor inventory activity, evaluate stock trends, and recommend replenishment actions based on sales patterns and demand signals.</p><p>• Perform regular cycle counts and inventory reviews, investigate variances, and address underlying causes to improve record accuracy.</p><p>• Analyze operational and inventory data using tools such as Excel and Power BI to uncover trends, exceptions, and performance insights.</p><p>• Build and maintain reports and dashboards that provide clear visibility into inventory movement, service levels, and key business metrics.</p><p>• Partner with teams across the business to gather reporting needs, clarify priorities, and deliver useful analytical support.</p><p>• Strengthen inventory and reporting workflows by identifying opportunities to improve data collection, consistency, and efficiency.</p><p>• Assist team members in using reporting tools and understanding processes related to inventory data and performance tracking.</p>
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p><strong>Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly!</strong></p><p><br></p><p>💼 <strong>Accounting Analyst | $115K–$130K + Bonus</strong></p><p>📈 <strong>Investment Management | 20–30% Target Bonus Range + Profit Sharing + Exceptional Benefits</strong></p><p> </p><p>I’m working on an exciting opportunity with an established investment management firm seeking an <strong>Accounting Analyst</strong> to join its finance team.</p><p>This role combines investment and fund accounting, portfolio performance analysis, client reporting, and data-driven process improvement. It’s an excellent opportunity for someone who wants to move beyond traditional accounting and leverage technology, automation, and analytics to make a meaningful impact.</p><p><br></p><p><strong>💡 What You’ll Do</strong></p><ul><li>Perform fund accounting and client reporting for separately managed accounts (SMAs)</li><li>Prepare financial reporting schedules and support annual financial statement audits</li><li>Reconcile daily cash activity, monitor investment cash flows, and support month-end close</li><li>Reconcile investment market values and analyze portfolio and investment performance</li><li>Partner with investment teams, shadow accountants, and data analytics professionals to ensure accurate, timely reporting</li><li>Normalize and prepare large datasets for upload into accounting systems</li><li>Identify opportunities to automate and improve accounting, reconciliation, data collection, and reporting processes</li></ul><p><br></p>
<p>We are looking for a Compensation Specialist to support the design and administration of pay programs for our client in East Mesa, Arizona. This position partners with HR and business leaders to evaluate compensation practices, maintain fair and competitive salary structures, and provide data-driven recommendations that support hiring and retention. The ideal candidate brings strong analytical ability, sound judgment, and a solid understanding of compensation compliance and pay equity.</p><p><br></p><p>Responsibilities:</p><p>• Evaluate external market data and regional pay trends to help keep compensation programs competitive and aligned with business needs.</p><p>• Review compensation metrics and internal pay information to recommend changes related to salaries, promotions, and incentive opportunities.</p><p>• Partner with HR leadership and operational stakeholders to shape compensation approaches that support organizational priorities and budget expectations.</p><p>• Perform job assessments and internal equity reviews to establish appropriate pay ranges and grade placement for new and existing positions.</p><p>• Maintain and update salary frameworks, pay grades, and compensation guidelines to promote consistency and equitable pay practices.</p><p>• Monitor economic conditions, labor market movement, and organizational changes to suggest updates to compensation structures when needed.</p><p>• Work with department leaders to develop incentive plans that reinforce team goals and broader company performance outcomes.</p><p>• Keep compensation records, survey results, and plan documentation accurate, organized, and current for reporting and decision-making purposes.</p><p>• Conduct periodic audits of compensation data and practices to support policy adherence and compliance with applicable laws and regulations.</p><p>• Advise managers and employees on compensation-related questions while handling sensitive information with discretion and professionalism.</p>