<p>Position Summary:</p><p>We are seeking a dynamic and hands-on Business Analyst to join our Portfolio & Wealth Advisory team. This role is pivotal in driving strategic initiatives, solving complex business challenges, and delivering impactful solutions through close collaboration with stakeholders and technical teams. The ideal candidate will have a strong background in relationship management, business process analysis, and technology-driven solution delivery within the wealth management domain.</p><p><br></p><p>Key Responsibilities:</p><p>Strategy & Planning</p><p>Partner with business leaders to understand strategic goals and translate them into actionable initiatives.</p><p>Identify opportunities for process improvement and technology enablement.</p><p>Requirement Gathering</p><p>Conduct detailed business analysis to capture functional and non-functional requirements.</p><p>Facilitate workshops, interviews, and documentation sessions with stakeholders.</p><p>Project Delivery</p><p>Lead cross-functional project teams from initiation through execution.</p><p>Ensure timely delivery of solutions aligned with business objectives and compliance standards.</p><p>Stakeholder Management</p><p>Serve as the primary liaison between Portfolio & Wealth Advisory stakeholders and technical teams.</p><p>Build and maintain strong relationships across departments to ensure alignment and transparency.</p><p>Data Analysis & Reporting</p><p>Analyze data to uncover trends, insights, and opportunities for optimization.</p><p>Develop and maintain dashboards and reports to track project progress and business performance.</p><p><br></p>
We are looking for an experienced Business Analyst III to join our team in Houston, Texas. This long-term contract position involves conducting detailed operational analyses to support strategic decision-making within the business unit. The role requires a proactive individual with both quantitative and qualitative research skills who can manage medium to large-scale projects and improve business processes.<br><br>Responsibilities:<br>• Perform detailed operational analyses to provide actionable insights that support business decisions.<br>• Lead medium to large-scale special projects, ensuring timely delivery and adherence to project goals.<br>• Conduct quantitative and qualitative research to identify trends and opportunities for process improvements.<br>• Design and modify business processes to align with organizational objectives and enhance efficiency.<br>• Develop comprehensive reports using standardized tools and techniques to communicate findings and recommendations.<br>• Collaborate with cross-functional teams to implement validation plans and ensure compliance with industry standards.<br>• Manage onboarding and staffing processes for contingent workforce needs within the business unit.<br>• Oversee supplier relationships and ensure alignment with organizational requirements.<br>• Apply decision-making expertise to support commission functions and expense account management.<br>• Ensure compliance with regulatory frameworks such as NIS and NERC guidelines.
We are looking for a highly skilled Senior Financial Analyst to join our team in Newport Beach, California. In this role, you will provide critical support for business applications, ensuring efficient troubleshooting, training, and documentation processes. The ideal candidate will have a proven ability to work independently, prioritize tasks, and resolve complex issues while collaborating with cross-functional teams.<br><br>Responsibilities:<br>• Troubleshoot and resolve issues related to business applications, ensuring minimal disruption to operations.<br>• Provide guidance and training to end-users on system usage and best practices.<br>• Develop and maintain comprehensive documentation for business applications and processes.<br>• Act as the primary functional owner for designated applications or modules, overseeing their efficient operation.<br>• Investigate and address user requests with a focus on timely resolution and escalation when necessary.<br>• Collaborate with teams to meet service level agreements and enhance system performance.<br>• Lead projects aimed at resolving complex technical challenges and implementing system improvements.<br>• Expand responsibilities to include additional functional areas and applications as expertise grows.<br>• Analyze data to support financial decision-making and improve operational efficiency.<br>• Ensure compliance with financial regulations and standards through auditing and reporting.
We are looking for an experienced Business Analyst with expertise in Microsoft Dynamics 365 F& O, particularly in Supply Chain and Warehouse Management. In this role, you will drive operational improvements by configuring advanced warehouse processes, optimizing inventory control, and ensuring compliance with security regulations. The ideal candidate is highly skilled in system design, troubleshooting, and delivering user training to enhance efficiency across multiple facilities.<br><br>Responsibilities:<br>• Configure and manage warehouse workflows, parameters, and replenishment strategies using Microsoft Dynamics 365 F& O.<br>• Design inter-warehouse transfer processes, including automated shipment confirmations and in-transit management.<br>• Implement strategies to enable multi-site inventory visibility and optimize order fulfillment processes.<br>• Develop cycle counting programs and reconcile inventory discrepancies to ensure accuracy and compliance.<br>• Establish secure role structures and conduct audits to enforce role-based access control and segregation of duties.<br>• Configure procurement workflows, including requisitions, purchase orders, and vendor collaboration within D365.<br>• Create training materials and lead hands-on sessions to educate users on advanced warehouse functions and system usage.<br>• Provide advanced troubleshooting support and validate system upgrades or integrations for continuous improvement.<br>• Monitor warehouse performance metrics and develop dashboards to track KPIs such as order accuracy and stock levels.<br>• Recommend and implement process automation and enhancements using best practices within Dynamics 365 F& O.
<p>A Senior Software Business Analyst is needed to play a crucial role in connecting business requirements to technical solutions. This role involves engaging with stakeholders to gather and analyze requirements, transforming them into actionable functional specifications. Responsibilities include evaluating existing processes, offering solutions to drive business value, and ensuring project success under tight timelines. The position also includes mentoring junior analysts, leading cross-departmental projects, and fostering innovation. Strong analytical and communication skills, along with a solid understanding of software development life cycles, are essential to succeed in this fast-paced environment.</p><p>The ideal candidate will work closely with development and QA teams to monitor project milestones, provide updates to stakeholders, and address any project risks and challenges. A proactive approach to improving application usability and efficiency will be critical. Focusing on the specialty pharmacy sector, the organization provides end-to-end solutions including hub services, pharmacy network management, group purchasing (GPO) services, cutting-edge technology platforms, and more. With a strong presence as an industry advocate, the focus remains on delivering strategic channel management, advanced products, and tailored services to optimize patient outcomes and improve healthcare delivery.</p><p><br></p><p><strong>** Qualified candidates should have experience with pharmacy insurance, medical insurance, and claims processing **</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Collect and translate business requirements into detailed functional specifications for new and existing systems.</li><li>Perform gap analyses between current system capabilities and business needs using tools like Confluence, flowcharts, and wireframes to document workflows.</li><li>Create use cases for review during functional testing phases by developers and QA teams.</li><li>Work with IT teams to evaluate project scope and affected systems, providing strategic insights.</li><li>Assess new methodologies for feasibility and implementation efficiency.</li><li>Gain in-depth knowledge of internal software platforms and their underlying functionalities.</li><li>Analyze and optimize existing processes to identify inefficiencies and propose re-engineering solutions.</li><li>Host regular meetings with development teams to resolve obstacles and track progress.</li><li>Provide project status reports to business stakeholders.</li><li>Identify potential risks and escalate issues as required.</li><li>Continuously explore opportunities to improve application functionality, making recommendations for enhancements.</li><li>Maintain compliance with HIPAA regulations and related amendments</li></ul>
We are looking for an experienced Business Analyst to join our team in Juno Beach, Florida, on a long-term contract basis. The ideal candidate will play a key role in analyzing business operations, optimizing processes, and driving integration solutions, with a focus on Salesforce and enterprise systems like MuleSoft. This position requires expertise in bridging business requirements with technical solutions to ensure streamlined workflows and data connectivity.<br><br>Responsibilities:<br>• Conduct detailed operational analyses to identify opportunities for process improvement and strategic decision-making.<br>• Collaborate with business stakeholders to gather, document, and validate requirements for Salesforce and related system integrations.<br>• Lead workshops and requirement-gathering sessions to align business needs with technical capabilities.<br>• Design and test Salesforce integrations with MuleSoft and other enterprise platforms, ensuring seamless connectivity.<br>• Analyze existing business processes and recommend optimizations that leverage Salesforce functionalities.<br>• Ensure data integrity, security, and compliance across integrated systems.<br>• Provide system configuration, testing, and deployment support to ensure smooth implementation.<br>• Act as a liaison between technical teams and business units to ensure requirements are met within project timelines.<br>• Develop user training materials, documentation, and provide post-implementation support.<br>• Mentor analysts with less experience to enhance team capabilities and performance.
We are looking for a skilled Business Analyst to join our team on a long-term contract basis in Mountlake Terrace, Washington. In this role, you will play a key part in supporting Medicare Advantage audits and operational workflows through data analysis, process improvement, and cross-functional collaboration. This position requires someone with strong attention to detail who thrives in a fast-paced environment and is eager to contribute to meaningful projects that improve healthcare outcomes.<br><br>Responsibilities:<br>• Collaborate with stakeholders to gather, analyze, and translate business needs into actionable requirements for projects of varying complexity.<br>• Manage data movement and medical record handling using the Coding Workbench audit tool to ensure accuracy and compliance.<br>• Develop and maintain Excel workbooks to support escalations, reconcile data, and align with operational workflows.<br>• Synthesize data from multiple sources to create effective dashboards and recommendations for leadership.<br>• Coordinate documentation preparation and approvals for submissions, ensuring compliance with audit standards and deadlines.<br>• Partner with IT, vendors, and analytics teams to keep audits on track and resolve any roadblocks.<br>• Provide data-driven insights to enhance operational workflows and drive continuous improvement.<br>• Train and guide team members on tools, processes, and best practices to ensure consistency and quality.<br>• Create and maintain detailed documentation for audit processes, workflows, and data tracking.<br>• Support ad hoc tasks and onsite meetings as needed to address project requirements.
<p> Job Description: </p><p>We are seeking a highly skilled highly motivated team-oriented and customer-focused Senior Business Analyst to join our team for a large-scale enterprise-wide modernization project. The successful candidate will play a critical role in analyzing business processes identifying requirements and ensuring the successful integration of a new SaaS-based system with various other systems and applications. </p><p><br></p><p>This is a long-term contract opportunity based in Southern California and will be onsite 4 days per week.</p><p><br></p><p> Daily Tasks Performed: </p><p> Key Responsibilities: </p><p> - Collaborate with cross-functional teams and vendors to gather and document business requirements. </p><p> - Analyze and map current business processes and workflows. </p><p> - Develop detailed business and functional requirements documents. </p><p> - Facilitate workshops and meetings to elicit requirements and validate solutions. </p><p> - Work closely with all teams e.g. Business IT vendors infrastructure and reporting and analytics teams to ensure technical solutions align with business needs. </p><p> - Assist in the development of test plans and participate in testing activities. </p><p> - Provide ongoing support and training to business users. </p><p> - Ensure compliance with industry standards and best practices. </p><p> - Help with prioritizing requirements to determine the scope of the project. </p><p> - Help with refining and solidifying the business case. </p><p> - Help with assessing risks and solidifying business benefits. </p><p><br></p><p><br></p><p><br></p>
<p>We are looking for an experienced IT Compliance Analyst to join our team in Dallas, Texas. This long-term contract position offers the opportunity to work with cutting-edge security tools and practices, ensuring the safety and integrity of our organization's systems and data. The ideal candidate will have a strong background in security technologies, incident response, and compliance with industry standards.</p><p><br></p><p><strong>POSITION: IT COMPLIANCE ANALYST</strong></p><p><strong>LOCATION: DOWNTOWN DALLAS - ONSITE</strong></p><p><strong>DURATION: 12 MONTHS</strong></p><p><strong>RATE: $35 - $41/HOUR</strong></p><p><br></p><p><strong><u>Responsibilities</u></strong>:</p><ul><li>Point of contact for identified IT risk and vulnerabilities, tracking from identification through remediation and closure.</li><li>Support audits and assessments to evaluate compliance with regulatory requirements (e.g., HIPAA, HITRUST, SOX).</li><li>Collaborate with IT and business teams to identify and document compliance and IT risk issues.</li><li>Contribute to monitoring and reporting on compliance and IT risk status.</li></ul><p><br></p>
<p><strong>Compliance Analyst</strong></p><p>Join a compliance team as a <strong>Compliance Analyst</strong>, where you'll play a vital role in managing business risks and executing a robust compliance program. This high-visibility position works closely with employees across the firm, including senior-level managers and external advisors.</p><p><strong>Key Responsibilities:</strong></p><p>· Support the team in executing the compliance program.</p><p>· Manage the compliance program, including brokerage account oversight, daily monitoring, and reporting.</p><p>· Coordinate compliance certifications and review pre-trade requests and personal trading issues.</p><p>· Maintain the firm's restricted list and assist with regulatory filings to ensure deadlines are met.</p><p>· Conduct compliance assessments and contribute to quarterly compliance reviews.</p><p>· Serve as a resource for staff on compliance matters and provide backup support for the compliance team.</p><p>· Perform special projects and assist with improvements to compliance processes as needed.</p><p><strong>Qualifications:</strong></p><p>· 1+ years of compliance, financial services, or audit experience preferred.</p><p>· Bachelor's degree in a business-related field.</p><p>· Exceptional attention to detail, analytical skills, and proficiency in Microsoft Excel.</p><p>· Strong communication skills with the ability to relay complex information effectively.</p><p>· Self-motivated, resourceful, and eager to learn in an entrepreneurial environment.</p><p>· Ability to manage workload and meet deadlines. </p><p>This is an excellent opportunity for someone looking to grow in a dynamic role within a collaborative and fast-paced environment.</p><p><strong>Contact:</strong></p><p>Douglas Rickart at 612-249-0330 or connect on LinkedIn. Click the application link to apply today!</p>
<p>Overview</p><p>We are seeking a Financial Systems Analyst with a strong focus on <strong>Kinetic ERP</strong> to support, maintain, and enhance financial systems. This role plays a critical part in managing financial operations, including month-end AP close, AP reconciliation, and financial reporting, while ensuring system stability and efficiency. The analyst will also provide support for billing systems (Zuora, A2Z, TMM) and collaborate with finance teams to optimize workflows and automation.</p><p><br></p>
<p>Robert Half Management Resources is looking for a skilled Financial Business Analyst to join one of our clients on an interim basis. In this role, you will focus on resolving system integration issues, improving workflows, and ensuring accurate financial reporting. This is a unique opportunity to contribute to a critical project in the chemicals manufacturing industry while leveraging your expertise in financial systems.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Analyze and troubleshoot system integration issues between financial systems and transportation management platforms.</p><p>• Reconcile unmatched transactions across multiple general ledger accounts and shipment types.</p><p>• Develop and document workflows to enhance system efficiency and accuracy.</p><p>• Extract, analyze, and present data to create actionable reports and insights.</p><p>• Align freight invoices with shipment records to ensure accurate financial postings.</p><p>• Provide ad hoc accounting support and financial analysis as needed.</p><p>• Collaborate with stakeholders to identify and implement sustainable solutions.</p><p>• Ensure compliance with GAAP and industry-specific accounting practices.</p><p>• Support logistics and transportation financial workflows to optimize operations.</p>
<p>We are looking for a skilled IT Business Analyst to join our team in Southern California. This is a long-term contract position offering an opportunity to work on enterprise-wide digital transformation projects with a diverse group of stakeholders. The ideal candidate will have a strong technical background, excellent communication skills, and the ability to manage complex business requirements in both Agile and Waterfall delivery models.</p><p><br></p><p>Responsibilities:</p><p>• Conduct comprehensive system analyses for assigned projects, including enhancements to new or existing systems, following Agile and Waterfall methodologies.</p><p>• Facilitate workshops and sessions such as data analysis, business process reviews, and workflow creation to drive project success.</p><p>• Gather, refine, and validate intricate business requirements, transforming them into a clear and prioritized backlog.</p><p>• Coordinate and lead meetings with multiple stakeholders, ensuring effective communication and distributing detailed meeting minutes.</p><p>• Provide production system support as needed, troubleshooting issues and maintaining operational efficiency.</p><p>• Design and execute test cases, including white-box and black-box testing, for systems involving complex batch and online processing.</p><p>• Prepare and deliver presentations and communication materials tailored to various stakeholder groups, including business teams.</p><p>• Occasionally manage project plans, oversee staff tasks, and report progress to ensure alignment with organizational goals.</p><p>• Collaborate with cross-functional teams to ensure smooth integration of consumer-facing websites and digital platforms.</p><p>• Innovate and multitask effectively with minimal supervision to deliver high-quality results.</p>
<p>Looking to advance your career in the world of compliance? One of our premier clients is currently looking for a Sr. SOX Compliance Analyst with proven expertise overseeing organizational Sarbanes-Oxley programs. As the Sr. SOX Compliance Analyst, you will assess, document, test, and enhance the effectiveness of internal controls over financial reporting, lead and execute the SOX compliance program, coordinate with external auditors and provide audit support, identify risk by performing risk assessments, prepare SOX compliance status updates, document and evaluate key business processes and ITGC controls, perform design and operating effectiveness testing of controls, and track remediation of control deficiencies, and coordinate operational activities for the organization ensuring compliance with local, federal, and state government regulations. This candidate will also assist with developing policies and risk management strategies.</p><p><br></p><p>Primary Duties</p><p>· Research regulations and policies</p><p>· Manage compliance regulatory requests</p><p>· Assist with the internal and external audit process</p><p>· Develop trend analysis</p><p>· Maintain and update risk assessments</p><p>· Perform compliance monitoring and testing</p><p>· Account Analysis</p><p>· Prepare reports for management</p><p>· Train employees on industry compliance requirements</p>
<p><strong>Technical Systems Analyst (SAP)</strong></p><p><br></p><p>Robert Half is seeking a Technical Systems Analyst with experience in SAP implementations and integrations with the SD module. This role focuses on programming, system configuration, and integration within the SAP ERP environment. The analyst will assist with building applications, developing interfaces, maintaining documentation, and collaborating with business leaders to troubleshoot and resolve issues.</p><p><br></p><p><strong>This is a Direct/Permanent Hire role that will require a Hybrid work schedule in Milwaukee.</strong></p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Address and resolve user problems in the SAP environment</li><li>Manage user requests through Solman, including resolution, communication, and updating tracking systems to report statistics</li><li>Participate in review meetings and share knowledge of lessons learned or best practices</li><li>Provide training on SAP functions and company-specific rules</li><li>Support master data management, including mass updates, quality checks, and emergency adjustments</li><li>Review and resolve user authorization issues, create or modify roles as needed, and suggest improvements</li><li>Maintain and update technical documentation and user manuals</li><li>Ensure compliance with project solutions and contribute to continuous system improvements</li><li>Perform system configurations and setups</li><li>Cross-train with other SAP CC Analysts</li><li>Support system changes, including upgrades, new module implementations, and integration with external systems</li><li>Complete additional tasks as assigned</li></ul><p><br></p>
<p>The Regulatory Analyst will support the company’s regulatory affairs team by analyzing, interpreting, and ensuring compliance with federal, state, and local regulations governing the utilities industry. This role will be responsible for preparing regulatory filings, monitoring legislative and regulatory developments, supporting rate case filings, and collaborating with internal stakeholders to assess regulatory impacts on company operations and strategy.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Research, track, and interpret regulatory requirements, policies, and rulings that affect the utilities industry.</li><li>Prepare, review, and file regulatory documents, reports, and compliance filings with state utility commissions and other regulatory agencies.</li><li>Support rate cases and tariff filings, including data collection, analysis, modeling, and report drafting.</li><li>Monitor legislative and regulatory proceedings, providing summaries and impact assessments for management.</li><li>Analyze regulatory and financial data to support business planning and compliance strategies.</li><li>Collaborate with legal, finance, operations, and compliance teams to ensure adherence to regulatory requirements.</li><li>Assist in the preparation of testimony, exhibits, and discovery responses for regulatory proceedings.</li><li>Maintain up-to-date knowledge of industry regulations, market trends, and best practices.</li><li>Support audits, inquiries, and investigations from regulatory agencies.</li><li>Prepare internal presentations and reports for senior leadership on regulatory issues and trends.</li></ul><p><br></p>
<p>We are looking for an experienced IT Compliance Analyst to help ensure that our organization's technology systems comply with internal policies and regulatory standards. In this role, you will play a critical part in supporting audits, managing IT risks, and contributing to compliance initiatives. This is a long-term contract position based in Dallas, Texas.</p><p><br></p><p>Responsibilities:</p><p>• Conduct audits and assessments to verify adherence to relevant regulatory requirements and industry standards, such as NIST and HITRUST.</p><p>• Collaborate with IT and business teams to identify, analyze, and document compliance issues and IT risks.</p><p>• Develop and deliver reports on compliance status and IT risk management activities.</p><p>• Assist in creating and maintaining training programs to enhance awareness of compliance and IT risk topics.</p><p>• Monitor industry trends and regulatory updates to ensure the organization remains informed and prepared.</p><p>• Support the implementation of tools and processes for IT risk management and compliance monitoring.</p><p>• Work with stakeholders to ensure audit program objectives are met and findings are addressed.</p><p>• Participate in vulnerability assessments to identify potential IT risks and recommend solutions.</p>
<p>A premium retail group and a globally recognized <strong>lifestyle </strong>brand is seeking a skilled <strong>Analyst, Internal Controls</strong> to join their growing U.S. finance team. This newly created role will be instrumental in shaping key operational and financial processes to support effective risk management and compliance initiatives across the business. Specifically, the Analyst will work with internal stakeholders to implement the company’s internal control framework, contributing to the development and refinement of methodological guidelines, and participating in employee training initiatives to foster a culture of risk awareness and compliance. </p><p> </p><p>Success in this role will require <strong>exceptional project management skills</strong> and the ability to <strong>collaborate effectively across departments</strong> to align on objectives and drive continuous improvement. For immediate consideration for this position please send your resume Kristin.Kelleher@RobertHalf with subject line “Analyst, (Internal Controls)”</p>
<p><strong>Human Resources Business Partner</strong></p><p>We are seeking a strategic and collaborative Human Resources Business Partner (HRBP) to join our team. This role will support business leaders in driving employee engagement, workforce planning, and organizational effectiveness. The ideal candidate will have a bachelor’s degree in HR or a related field, 5+ years of HR experience, strong business acumen, and a proven ability to influence leadership and foster a high-performance culture. </p><p><br></p><p>Key responsibilities include leading talent and succession planning, supporting performance management, partnering on employee engagement initiatives, ensuring compliance with employment laws, and using data to inform HR strategy. The HRBP will also work closely with Centers of Excellence and Talent Acquisition to deliver a seamless employee experience and support change management efforts. Excellent communication skills, a collaborative mindset, and proficiency in Microsoft Office are essential. </p><p><br></p><p>If you're passionate about aligning people strategies with business goals, we’d love to hear from you.</p>
<p>Robert Half is partnering with a leading organization in the manufacturing and distribution industry to recruit a dedicated and results-driven Senior Financial Analyst. This position offers a unique opportunity to make an impact on business strategies through detailed financial analysis and reporting. As a Senior Financial Analyst, you will work closely with cross-functional teams, providing expert insights to guide decision-making and drive profitability.</p><p><strong>Key Responsibilities:</strong></p><p>· Conduct comprehensive financial analysis, including variance analyses, trend identification, and forecasting, to support executive decision-making.</p><p>· Prepare and present financial reports, dashboards, and key performance indicators.</p><p>· Lead budgeting, forecasting, and long-range financial planning processes.</p><p>· Identify areas for operational improvement and recommend actionable strategies.</p><p>· Collaborate with accounting teams to ensure accurate preparation of financial statements.</p><p>· Analyze market trends and their impact on company performance and future planning.</p><p>· Develop and optimize financial models to assess business opportunities.</p><p>· Ensure compliance with accounting standards and regulatory requirements.</p><p><strong>Skills and Qualifications:</strong></p><p>· Bachelor’s degree in Accounting, Finance, or related field; CPA or MBA preferred.</p><p>· Minimum of 5+ years of experience in financial analysis or related roles.</p><p>· Proficiency with ERP systems and advanced skills in Excel. Epicor and / or Anaplan is a plus as well</p><p>· Strong expertise in financial reporting, compliance, and strategic forecasting.</p><p>· Ability to handle complex data sets and draw meaningful insights from large volumes of information.</p><p>· Excellent communication skills, with the ability to present and simplify complex financial information to non-financial stakeholders.</p><p>· Familiarity with emerging technologies such as AI platforms is a plus.</p><p>The company offers a competitive salary range of $100-125K plus bonus and great benefits along with a hybrid work schedule (3 days in the office / 2 days remote). </p>
<p>Our client is a boutique Wealth Management firm looking to bring onboard a Compliance Analyst. The role is in Boston, mostly in office. </p><p><br></p><p>This role focuses on ensuring compliance and mitigating risk within a financial institution through meticulous analysis and proactive monitoring. Key responsibilities include conducting remote and onsite branch reviews and performing daily trade blotter reviews with an emphasis on exception reports, requiring strong attention to detail. The candidate will assist with annual supervisory controls testing, review and approve advertising, sales literature, trade corrections, and other compliance matters, while investigating potential violations of industry standards. The position also involves conducting electronic communication surveillance, managing continuing education programs, and overseeing accounts management, all while maintaining a strong knowledge of regulatory changes. Successful candidates will organize compliance records, manage compliance application systems, and maintain accurate documentation processes. </p>
<p>We are looking for a detail-oriented Business Immigration Analyst to join our client's team on a long-term contract basis in San Francisco, California. In this role, you will assist with immigration-related legal tasks, ensuring accuracy and compliance while supporting clients and internal teams. This position offers structured training and the opportunity to work in a high-volume, fast-paced legal environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and draft immigration filings, including petitions and supporting documentation.</p><p>• Manage and organize client documents, ensuring all case data is accurate and up-to-date.</p><p>• Communicate professionally with clients, foreign nationals, and internal team members to address inquiries and provide updates.</p><p>• Perform general administrative tasks, such as scanning, printing, mailing, and filing documents.</p><p>• Monitor deadlines and escalate issues promptly to ensure timely completion of tasks.</p><p>• Collaborate with the team to improve processes and contribute to a seamless workflow.</p><p>• Utilize case management software and other legal tools to track and manage cases effectively.</p><p>• Maintain confidentiality and adhere to legal standards and protocols in all communications and documentation.</p>
<p>For immediate consideration, please see Tony Bilden's Linked In contact info:</p><p><br></p><p>We are looking for an experienced Financial Analyst to join our team in Houston, Texas. The ideal candidate will play a crucial role in supporting financial decision-making through detailed analysis, reporting, and forecasting. This position is perfect for someone who thrives in a fast-paced environment and excels at interpreting complex financial data.</p><p><br></p><p>Responsibilities:</p><p>• Develop and maintain comprehensive financial models to support strategic planning and decision-making.</p><p>• Perform variance analysis to identify trends and discrepancies in financial performance.</p><p>• Collaborate with cross-functional teams to streamline budgeting and forecasting processes.</p><p>• Utilize NetSuite and other financial systems to generate accurate and timely reports.</p><p>• Prepare detailed financial reports using technology tools to inform stakeholders.</p><p>• Assist in the development and execution of long-term financial strategies.</p><p>• Conduct in-depth financial planning and analysis (FP& A) to evaluate business performance.</p><p>• Ensure compliance with internal and external financial policies and regulations.</p><p>• Provide actionable insights to improve operational efficiency and profitability.</p><p>• Analyze data to support investment decisions and business growth opportunities.</p>
<p>We’re looking for a seasoned Senior Business Systems Analyst who excels at bridging the gap between business needs and technology solutions. This role is ideal for someone who thrives in both Agile and Waterfall environments and can translate complex requirements into clear, actionable deliverables. You’ll serve as a strategic partner to business units, guiding them through the discovery and documentation process while ensuring solutions are aligned with organizational goals.</p><p>This is a high-impact role involving critical projects, complex problem-solving, and mentorship of other analysts.</p><p><br></p><p>What You’ll Do</p><ul><li>Build Strategic Relationships: Partner with business and IT teams to align technology initiatives with business objectives.</li><li>Drive Requirements Gathering: Lead efforts to capture and document business needs, ensuring clarity and completeness.</li><li>Facilitate Communication: Act as a liaison between stakeholders, promoting transparency and collaboration throughout the project lifecycle.</li><li>Deliver Clear Documentation: Produce concise, user-friendly requirements and process documentation to support design, development, and testing.</li><li>Lead Project Efforts: Provide guidance and leadership from initiation through delivery, ensuring solutions meet business expectations.</li><li>Support Testing & Validation: Collaborate with business partners to develop and execute UAT plans and validate requirements.</li><li>Champion Process Improvement: Analyze current workflows and identify opportunities for optimization using industry-standard tools and methodologies.</li><li>Ensure SDLC Compliance: Work within established software development lifecycle frameworks to support project execution.</li></ul><p>Key Deliverables</p><ul><li>User Stories & Flows</li><li>Acceptance Criteria</li><li>Process Diagrams & Workflows</li><li>Functional & Non-Functional Requirements</li><li>Business Rules & Data Definitions</li><li>Data Mapping & Transformation Documentation</li><li>UAT Plans & Execution Support</li><li>Requirements Traceability & Baselines</li><li>Business Cases, RFIs, RFPs, and Scope Documents</li></ul>
<p>We are looking for a detail-oriented and analytical <strong>Compliance Analyst</strong> to join our team. Primary Mission of the Role This role is responsible for reviewing purchase order (PO) documentation for adequacy in preparation for an upcoming Government audit (DCMA CPSR). </p>
