<p><em>The salary range for this position is $95,000-$110,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p><br></p><p>Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Senior Tax Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide.</p><p><br></p><p>The Senior Tax Analyst role will work closely with team members to support the company's tax life cycle which involves a wide range of responsibilities including accounting, compliance, forecasting, and regulatory reporting. This role will also involve technical analysis including research and drafting documentation.</p><p><br></p><p><strong>Job Description:</strong></p><p>· Support the interim and annual tax accounting process to ensure accurate and timely reporting for both income taxes and taxes other than income taxes (TOTIT). Responsibilities include preparing and documenting supporting calculations and tax accounting positions.</p><p>· Support the tax compliance function to ensure accurate and timely reporting. Responsibilities include preparing federal and state income tax calculations, income tax returns, extensions, estimated tax payments, and responding to notices from taxing authorities as well as researching and documenting income tax positions. Responsibilities also include preparing TOTIT return filings.</p><p>· Support the financial tax forecasting process to ensure accurate and timely reporting. Responsibilities include preparing projected income tax and TOTIT obligations as well as scenario modeling.</p><p>· Support the regulatory filing process to ensure accurate and timely reporting. Responsibilities include preparing rate case filings, regulatory deliverables, and responses to regulatory data requests. </p><p>· Independently research and conclude on various complex tax issues to determine the appropriate tax treatment and related reporting. Research includes preparing written memorandums and technical presentations.</p><p>· Proactively identify, drive, and implement process improvements that promote risk management, streamline activities, and enhance transparency in tax work streams. Participate in project planning and support special projects including the implementation of new technologies. Actively identify and pursue innovation opportunities.</p>
<p>Looking for a Credit Underwriter in Commercial and Industrial (C& I) Lending to join our growing client here in Massachusetts. The Credit Underwriter is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p>Join a mission-driven nonprofit organization in need of a talented Grant Analyst! This contract opportunity offers a hybrid schedule (2 days onsite in Woodbridge, NJ, 3 days remote). As a Grant Analyst, you’ll play a key role in analyzing grants, managing funding streams, and supporting the organization’s financial decision-making. Advanced Excel skills are required.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate and analyze grant proposals, funding allocations, and compliance with grant requirements</li><li>Build detailed financial models to forecast project and program funding</li><li>Prepare and present financial projections, reports, and variance analysis</li><li>Collaborate with program directors and grant writers to support budgeting and reporting</li><li>Track grant expenditures, monitor budget adherence, and flag variances</li><li>Ensure all grant-related documentation and financial records are accurate and audit-ready</li></ul><p><br></p>
We are looking for an experienced AML Compliance Analyst to join our team in San Antonio, Texas. In this long-term contract role, you will play a critical part in ensuring adherence to risk standards, policies, and procedures while supporting investigations related to anti-money laundering (AML). This position requires strong analytical skills and the ability to evaluate large datasets to identify compliance issues effectively.<br><br>Responsibilities:<br>• Conduct thorough evaluations to ensure alerts are properly cleared by compliance analysts in accordance with established standards.<br>• Verify the accuracy and completeness of data collected for investigations, including suspicious activity reports, currency transaction reports, and know-your-customer (KYC) information.<br>• Review and document relevant account and transaction data to assist in compliance investigations.<br>• Apply risk-based judgment to determine whether activities align with organizational guidelines and regulatory requirements.<br>• Collaborate with teams to refine processes and ensure high-quality analysis of alerts and related data.<br>• Research and analyze large volumes of information to identify patterns and potential compliance concerns.<br>• Maintain detailed records to support investigations and uphold audit standards.<br>• Provide insights and recommendations for improving compliance procedures and mitigating risks.<br>• Stay updated on policies and regulatory changes to ensure alignment with current standards.
<p>We are looking for a skilled Sr. Compliance Analyst to join our team on a long-term contract basis. This role is remote for a Financial Technology Firm in San Francisco, California, and involves reviewing marketing material and ensuring adherence to federal regulations while collaborating closely with the marketing team. The ideal candidate will have substantial expertise in compliance and financial product marketing within the banking and financial sectors.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough compliance reviews to ensure adherence to federal regulations and industry standards.</p><p>• Collaborate with the marketing team to identify and address potential compliance issues in financial product marketing.</p><p>• Develop and implement compliance strategies to minimize risks and maintain regulatory alignment.</p><p>• Monitor and evaluate marketing efforts to ensure they meet regulatory guidelines and standards.</p><p>• Provide expertise on compliance requirements around UDAAP and TILA.</p><p>• Prepare comprehensive reports on compliance assessments and findings for stakeholders.</p><p>• Stay updated on changes to federal regulations and ensure integration into organizational practices.</p><p>• Offer guidance and support to internal teams regarding financial products and services marketing compliance policies and procedures.</p>
<p>Robert Half is proud to partner with a premier, rapidly growing client in Milwaukee County to add a forward-thinking Senior Financial Analyst to their expanding team. This critical role blends hands-on accounting duties with strategic financial planning and analysis (FP& A), supporting corporate functions and providing in-depth financial guidance, particularly in support of Information Technology initiatives. The Senior Financial Analyst will collaborate with cross-functional leaders to ensure high-quality financial reporting and deliver business insights that shape organizational strategy.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. </p><p><br></p><p><strong>Primary Responsibilities:</strong></p><p><strong>Financial Strategy & Analysis</strong></p><ul><li>Direct the budget planning and rolling forecast process for various corporate units, especially aligning with IT leadership.</li><li>Create, update, and analyze financial models to guide cost efficiencies and strategic objectives.</li><li>Prepare variance and trend reports, recommending targeted actions to leadership.</li><li>Evaluate financial outcomes and investment returns for IT projects, and monitor ongoing expenditures.</li><li>Ensure forecast precision by continuously monitoring performance and identifying areas for improvement.</li><li>Act as a financial consultant to department heads, helping them optimize spend within approved budgets.</li></ul><p><strong>Accounting Operations & Controls</strong></p><ul><li>Record and reconcile expense transactions and capital project costs, adhering to both GAAP and company policies.</li><li>Take charge of monthly and annual closing cycles for assigned business units.</li><li>Maintain rigorous account reconciliations and documentation to support compliance.</li></ul><p><strong>Reporting & Decision Support</strong></p><ul><li>Produce timely, clear financial statements and management reports, highlighting key drivers and explain variances.</li><li>Monitor IT-related budget allocations, project costs, and business cases, ensuring compliance with corporate approvals.</li><li>Distill financial data into actionable narratives for leadership teams.</li></ul><p><strong>Collaboration & Process Improvement</strong></p><ul><li>Build strong partnerships with both IT and executive leaders to translate operational initiatives into financial impact.</li><li>Champion enhancements to financial processes and reporting systems, striving for greater speed and accuracy.</li><li>Support deployment of best practices in budgeting and project cost tracking</li></ul><p><br></p>
<p><strong>Overview:</strong></p><p>We are seeking an experienced Financial Analyst with 3 or more years of hands-on experience to join our team. This role is ideal for a results-driven professional with a strong background in financial modeling, forecasting, data analysis, and reporting. The successful candidate will support strategic decision-making through high-quality financial analysis and deliver actionable insights to cross-functional teams.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, analyze, and interpret financial data to support budgeting, forecasting, and strategic planning activities.</li><li>Develop and maintain complex financial models to project business performance and evaluate potential scenarios.</li><li>Conduct variance analysis on financial results and provide clear explanations and recommendations to management.</li><li>Collaborate with department leads to gather data, build forecasts, and identify opportunities for cost reduction and growth.</li><li>Assist with the preparation of monthly, quarterly, and annual management reports, including dashboard and executive presentations.</li><li>Support the evaluation of business opportunities, investments, and ad hoc projects by performing financial due diligence and analysis.</li><li>Ensure accuracy and integrity of financial reporting and compliance with internal policies and procedures.</li><li>Keep up to date with industry trends, market data, and best practices in financial analysis.</li></ul><p><br></p>
Position: CDP DATA ANALYT - ENTERPRISE DIGITAL TEAM<br> Location: REMOTE<br> Salary: UP TO $140,000 BASE + BENEFITS<br> <br> *** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. ***<br> <br> Join a greenfield digital initiative backed by a Fortune 500 parent company. Help design and build a Customer Data Platform (CDP) from scratch to deliver unified customer insights and enable personalization at scale.<br> Key Responsibilities:<br> • Define CDP data requirements and design data models for a 360° customer view.<br> • Integrate data from CRM, ERP, web, and mobile sources.<br> • Implement data quality checks, governance, and compliance standards.<br> • Build dashboards and reports for segmentation and analytics.<br> Required Skills & Experience:<br> • 5+ years in data analysis with customer data focus.<br> • Advanced SQL and Python for data manipulation.<br> • Experience with ETL/ELT pipelines and tools (dbt, Airflow).<br> • Familiarity with CDP platforms or custom-built solutions.<br> • Knowledge of cloud data architectures (AWS, Azure, GCP).<br> Nice to Have: Identity resolution, customer journey analytics, personalization strategies.<br> <br> <br> *** For immediate and confidential consideration, please send a message to MEREDITH CARLE on LinkedIn or send an email to me with your resume. My email can be found on my LinkedIn page. Also, you may contact me by office: 515-303-4654 or mobile: 515-771-8142. Or one click apply on our Robert Half website. No third party inquiries please. Our client cannot provide sponsorship and cannot hire C2C. ***
<p>As a Corporate Tax Accountant/Analyst, you will play a key role in supporting the organization’s tax compliance, reporting, and planning activities. Working within the corporate accounting or tax department, you will help ensure timely and accurate filing of tax returns, support audits, and assist with various tax research and planning projects. This position is ideal for professionals who are detail-oriented, analytical, and eager to develop their expertise in corporate tax regulations and best practices.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare and review quarterly and annual federal, state, and local income tax returns and related filings.</li><li>Assist with the preparation of tax provisions and related financial statement disclosures in accordance with applicable accounting standards.</li><li>Gather, organize, and analyze financial data to support tax filings, audits, and related projects.</li><li>Monitor changes in tax laws and regulations, perform research, and communicate findings to internal stakeholders.</li><li>Coordinate with cross-functional teams including accounting, finance, and legal on tax matters.</li><li>Respond to tax authority correspondence, support state and federal audits, and prepare supporting documentation as required.</li><li>Participate in tax planning initiatives and identify opportunities for process improvements or tax savings.</li><li>Maintain comprehensive and up-to-date tax records and documentation.</li><li>Support senior tax and accounting professionals with ad hoc analyses and special projects as needed.</li></ul><p><br></p>
<p>We are looking for a skilled Financial Analyst/Manager to join our team in White Plains, New York. In this role, you will play a pivotal part in analyzing financial data, preparing budgets, and providing strategic insights to support organizational growth. The ideal candidate will have a strong background in financial modeling, analysis, and reporting.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage budgets for various departments, ensuring alignment with cost trends and projected revenues.</p><p>• Analyze key financial performance indicators and prepare comprehensive reports to guide senior management in decision-making.</p><p>• Oversee the adoption and optimization of financial software tools to streamline accounting and reporting processes.</p><p>• Utilize data analytics tools to enhance financial forecasting and support operational improvements.</p><p>• Prepare and review financial statements and reports for internal stakeholders and external regulatory compliance.</p><p>• Assess operational costs, capital expenditures, and revenue streams to identify opportunities for optimization.</p><p>• Monitor billing, collections, and claims processes to improve revenue flow and address inefficiencies.</p><p>• Collaborate with billing teams to enhance cash flow management and minimize delays.</p><p>• Provide financial guidance to executive leadership during strategic planning and decision-making sessions.</p><p>• Evaluate financial implications of potential partnerships, expansions, and acquisitions.</p>
<p><em>The salary range for this position is $85,000- $87,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Analyst manages the company’s outgoing expenses and ensures all invoices are processed and paid accurately, timely, and in compliance with company policies. This role is accountable for end-to-end AP processing, vendor relations, monthly reconciliations, and issue resolution, partnering closely with Accounting, Operations, and cross-functional teams. </p><p> </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p>• Invoice Intake & Verification - Receive, review, and validate invoices and employee expense reports for accuracy, proper coding, approvals, and supporting documentation. </p><p>• Payment Processing - Prepare and execute payments (ACH, wires, checks) per company policy and schedule and in compliance with the company’s internal controls. </p><p>• Vendor Management - Maintain vendor master data (W-9s/1099 designations, banking instructions); respond to vendor inquiries; track and reconcile outstanding credit memos. </p><p>• Month-End Close Support - Reconcile AP subledger to the general ledger; prepare AP accruals; confirm payable reports to ensure amounts paid were accurate; support schedules for audits. </p><p>• Compliance & Controls - Uphold AP policies/procedures; support 1099 year-end reporting; contribute to process improvements and automation initiatives. </p><p>• Treasury – Support treasury activities by managing bank account maintenance, preparing and submitting bank documentation, coordinating responses to KYC inquiries, and monitoring bank account fees. </p><p>• Cross-Functional Collaboration - Partner with Accounting, Procurement, and business teams to resolve issues, improve cycle times, and sustain vendor relationships. </p><p>• Perform other duties as assigned. </p><p><br></p>
<p><em>The salary range for this position is $85,000- $87,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>The new year is here! Let's kick it off right with higher paying role that prioritizes your work-life balance.</p><p><br></p><p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Analyst manages the company’s outgoing expenses and ensures all invoices are processed and paid accurately, timely, and in compliance with company policies. This role is accountable for end-to-end AP processing, vendor relations, monthly reconciliations, and issue resolution, partnering closely with Accounting, Operations, and cross-functional teams. </p><p> </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p>• Invoice Intake & Verification - Receive, review, and validate invoices and employee expense reports for accuracy, proper coding, approvals, and supporting documentation. </p><p>• Payment Processing - Prepare and execute payments (ACH, wires, checks) per company policy and schedule and in compliance with the company’s internal controls. </p><p>• Vendor Management - Maintain vendor master data (W-9s/1099 designations, banking instructions); respond to vendor inquiries; track and reconcile outstanding credit memos. </p><p>• Month-End Close Support - Reconcile AP subledger to the general ledger; prepare AP accruals; confirm payable reports to ensure amounts paid were accurate; support schedules for audits. </p><p>• Compliance & Controls - Uphold AP policies/procedures; support 1099 year-end reporting; contribute to process improvements and automation initiatives. </p><p>• Treasury – Support treasury activities by managing bank account maintenance, preparing and submitting bank documentation, coordinating responses to KYC inquiries, and monitoring bank account fees. </p><p>• Cross-Functional Collaboration - Partner with Accounting, Procurement, and business teams to resolve issues, improve cycle times, and sustain vendor relationships. </p><p>• Perform other duties as assigned. </p><p><br></p><p><br></p>
We are looking for a dedicated Accounts Payable Analyst to join our team in Fort Worth, Texas. In this contract-to-permanent position, you will play a critical role in managing vendor relationships, ensuring accurate vendor data maintenance, and supporting seamless accounts payable operations. This role offers the opportunity to collaborate with internal teams and external partners while leveraging your expertise in Coupa and accounts payable processes.<br><br>Responsibilities:<br>• Oversee the complete vendor setup process, including validating documentation such as W-9s, banking details, and compliance requirements.<br>• Maintain and update vendor master records in Coupa and associated financial systems with accuracy and attention to detail.<br>• Conduct regular audits of vendor data to ensure compliance with internal controls and data integrity.<br>• Foster strong relationships with vendors by addressing inquiries and resolving issues promptly and professionally.<br>• Investigate and resolve payment discrepancies, invoice errors, and vendor-related concerns with a customer-focused approach.<br>• Utilize Coupa to process invoices, manage workflows, and ensure purchase order matching and approvals are completed efficiently.<br>• Ensure all invoices are processed accurately and in compliance with company policies and regulatory requirements.<br>• Collaborate with procurement, finance, and other teams to support smooth and efficient procure-to-pay operations.<br>• Assist with month-end closing activities, including accounts payable reporting and reconciliation.<br>• Provide documentation and support for audits, addressing inquiries as needed to ensure compliance.
We are looking for an experienced Senior Payroll Analyst to join our team on a long-term contract basis. In this role, you will oversee payroll processing activities for a large workforce, ensuring tax compliance and accuracy while adhering to federal, state, and local regulations. Based in Richmond, Virginia, this position requires a proactive individual with strong attention to detail, expertise in payroll systems, and a commitment to continuous process improvement.<br><br>Responsibilities:<br>• Manage semi-monthly payroll processing and tax-related tasks for a workforce of approximately 21,000 employees using Workday.<br>• Ensure compliance with multi-state tax regulations, including timely deposits, filings, and audits.<br>• Analyze and resolve tax issues, including researching notifications and reconciling payroll tax forms such as W-2s and 941s.<br>• Collaborate with service providers to oversee tax filings and invoice reconciliations.<br>• Conduct detailed research and analysis to address payroll-related challenges and recommend sustainable solutions.<br>• Lead process improvement initiatives, including project work and presenting actionable recommendations to senior management.<br>• Monitor changes in tax laws and regulations, providing guidance and implementing necessary adjustments.<br>• Build strong relationships with stakeholders to understand and address business needs effectively.<br>• Provide oversight and expertise to local payroll teams, driving standardization and consistency.<br>• Stay updated on payroll policies and procedures, ensuring compliance and best practices across the organization.
We are looking for a skilled SCADA Analyst to join our team in Floresville, Texas. This role involves managing, optimizing, and securing Supervisory Control and Data Acquisition (SCADA) systems to support critical operational processes. The ideal candidate will have a strong technical background, excellent problem-solving abilities, and the ability to collaborate effectively across departments.<br><br>Responsibilities:<br>• Configure, maintain, and troubleshoot SCADA systems, including servers, databases, and communication networks, to ensure reliable operations.<br>• Monitor system performance and ensure accurate data collection to support informed decision-making processes.<br>• Collaborate with engineering and operations teams to integrate new devices, technologies, and protocols into SCADA systems.<br>• Create and update documentation such as system configurations, operational procedures, and compliance reports.<br>• Implement cybersecurity measures to protect SCADA infrastructure against potential threats.<br>• Provide technical support and training to team members on the functionality and utilization of SCADA systems.<br>• Analyze system issues and perform root cause analysis to prevent recurring problems.<br>• Ensure compliance with NERC standards and other regulatory requirements related to SCADA operations.<br>• Work with GIS data, including ArcGIS Server and LiDAR, to enhance system functionality.<br>• Manage networking protocols such as Modbus, TCP/IP, and DNP3 to maintain effective communication within the system.
<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>
We are looking for an experienced Senior Financial Analyst to join our team in Robbinsdale, Minnesota. This role focuses on Oracle EPM Cloud administration and development, while also supporting financial analysis and planning initiatives. The position offers a hybrid remote work environment and the opportunity to collaborate with operational leaders to enhance financial systems and reporting capabilities.<br><br>Responsibilities:<br>• Administer and develop Oracle EPM Cloud applications to optimize financial planning and analysis processes.<br>• Collaborate with operational leaders to refine planning workflows and reporting structures.<br>• Conduct financial modeling, variance analysis, and ad hoc financial evaluations.<br>• Enhance data visualization and reporting systems to align with organizational goals.<br>• Support the implementation of strategic financial initiatives and system upgrades.<br>• Analyze complex financial data to identify trends and provide actionable insights.<br>• Assist in preparing accurate forecasts and budgets to support business objectives.<br>• Utilize tools such as Excel, Smart View, and Oracle EPM for effective financial reporting.<br>• Ensure compliance with healthcare industry standards and regulations in financial processes.<br>• Provide technical expertise and training to team members on Oracle EPM applications.
We are looking for a skilled Data Analyst to join our team in Poughkeepsie, New York. In this long-term contract role, you will play a key part in managing critical processes, analyzing data, and driving continuous improvements across various organizational systems. The ideal candidate will have a strong analytical mindset, excellent communication skills, and proficiency in tools such as ServiceNow.<br><br>Responsibilities:<br>• Coordinate and manage incident, request, major incident, and problem processes to ensure timely resolution and accurate documentation.<br>• Lead high-priority incident management efforts, including facilitating bridge calls and providing updates to stakeholders.<br>• Conduct thorough reviews of major incidents and implement corrective actions to prevent recurrence.<br>• Oversee change management processes by reviewing requests for risk, completeness, and adherence to implementation standards.<br>• Facilitate organizational meetings, preparing and sharing agendas, and ensuring compliance with established policies.<br>• Conduct post-implementation reviews for high-risk and failed changes to identify improvement opportunities.<br>• Develop and manage workflows, catalog items, and record producers for common data requests.<br>• Identify opportunities for process automation and continuous improvement to enhance organizational efficiency.<br>• Maintain and update documentation, knowledge bases, and policies to support governance and compliance.<br>• Build and nurture strong relationships with technical teams, business units, and external vendors to ensure seamless collaboration.
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
<p>We are looking for a detail-oriented Accounting Analyst to join our team in Memphis, Tennessee. In this role, you will be responsible for analyzing financial data, preparing accurate reports, and ensuring compliance with tax regulations. Your expertise will play a pivotal role in driving informed business decisions.</p><p><br></p><p>Responsibilities:</p><p>• Perform month-end close activities, ensuring timely and accurate financial reporting.</p><p>• Analyze accounts to identify discrepancies and resolve issues effectively.</p><p>• Reconcile bank statements to maintain accuracy and transparency in financial records.</p><p>• Prepare and manage sales and use tax filings in compliance with regulations.</p><p>• Conduct variance analysis to assess financial performance and identify trends.</p><p>• Utilize advanced Excel skills to create reports, models, and forecasts.</p><p>• Collaborate with other departments to provide financial insights and support.</p><p>• Identify opportunities for process improvements to enhance efficiency.</p><p>• Ensure compliance with all financial policies and standards.</p><p>• Support audits and provide necessary documentation as required.</p>
We are looking for a detail-oriented Financial Analyst to join our team in Lincolnton, North Carolina. In this role, you will provide critical financial insights and analysis to support strategic decision-making and overall organizational growth. The ideal candidate will have a strong background in financial modeling, inventory analysis, and compliance, with a proven ability to work collaboratively across departments.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses, including cash flow assessments, profit and loss reviews, and cost accounting to guide business decisions.<br>• Collaborate with the Sales Team to manage product costing, ensuring accurate pricing and profitability evaluations.<br>• Oversee cost center accounting by calculating cost rates, analyzing deviations, and implementing corrective measures to improve efficiency.<br>• Perform monthly inventory valuations, investigate variances, and recommend measures to address inventory discrepancies.<br>• Participate in quarterly and annual physical inventory counts to ensure accuracy and compliance with audit requirements.<br>• Analyze market trends, sales data, and customer purchasing patterns to develop pricing strategies that enhance profitability.<br>• Create and automate advanced Excel reports using pivot tables and formulas to streamline data analysis and reporting.<br>• Support compliance with governmental accounting standards and internal control processes.<br>• Prepare detailed monthly management reports, profit and loss forecasts, and lead the strategic budgeting process to align financial objectives with business goals.<br>• Develop financial models to evaluate scenarios and support strategic planning initiatives.
<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and tell you more about this exciting opportunity!</p><p><br></p><p><strong>Senior Valuation Analyst — Venture Capital Fund</strong></p><p><strong>About the Role</strong></p><p>A leading venture capital investment firm is seeking a <strong>Senior Valuation Analyst</strong> to join its Finance & Operations team. This is an excellent opportunity for a detail-oriented, analytical professional with deep expertise in valuation, fund operations, and venture capital financial reporting. In this role, you’ll play a key part in the quarterly fair-value process, fund accounting support, audit preparation, and investor reporting for a dynamic and growing VC portfolio.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Valuations (Quarterly ASC 820 Compliance)</strong></p><ul><li>Prepare and document quarterly valuation analyses using established VC valuation methodologies.</li><li>Assess and validate key assumptions leveraging company-specific, legal, and market-based inputs.</li><li>Present valuation findings, supporting documentation, and methodologies to auditors, valuation committees, and firm partners.</li></ul><p><strong>Fund Operations & Financial Reporting</strong></p><ul><li>Support the quarterly close process, including reviewing financial statements and partner capital statements.</li><li>Assist in preparing quarterly and annual audited financials.</li><li>Review capital call and distribution allocations for accuracy and compliance.</li></ul><p><strong>Venture Capital Fund Support</strong></p><ul><li>Review fund and transaction documents to ensure accurate financial and valuation reporting.</li><li>Maintain and enhance valuation models for Level 3 investments.</li><li>Collaborate with portfolio company management teams to gather financial and qualitative inputs.</li></ul><p><strong>General Finance, Operations & Compliance</strong></p><ul><li>Support investor communications and updates through the investor portal.</li><li>Assist with capital call and distribution processes and broader operational workflows.</li><li>Contribute to materials for annual meetings and advisory committee sessions.</li><li>Partner with Compliance leadership on documentation, DDQs, controls, and SEC audit readiness.</li></ul>
<p><strong>***For immediate consideration, please message Ali Ferber (Scott) on Linkedin with your updated resume***</strong></p><p><br></p><p>Functional Role: NetSuite Business Systems Analyst (Finance or Operations focused)</p><p>Onsite in Downtown Los Angeles</p><p>Salary: $130,000-155,000 </p><p><br></p><p>We are seeking a <strong>Business Systems Analyst</strong> with strong NetSuite expertise to join our client's growing team. This role will be instrumental in supporting and enhancing their technology landscape within a fast-paced retail environment. You will serve as the bridge between business stakeholders and technical teams, driving implementations and integrations of NetSuite with other systems, while ensuring processes across finance, operations, and logistics are efficient and scalable.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner with finance, operations, and logistics teams to analyze business requirements and translate them into system solutions.</li><li>Lead and support NetSuite implementations, configurations, and integrations with third-party systems.</li><li>Drive process improvements and automation to optimize workflows across retail operations.</li><li>Develop and maintain system documentation, workflows, and training materials.</li><li>Collaborate with cross-functional teams to ensure smooth project delivery and post-implementation support.</li><li>Monitor data quality and integrity, ensuring accurate reporting and compliance.</li><li>Serve as a subject matter expert for NetSuite and related business applications.</li></ul><p><br></p>
<p>We are looking for an entry-level Associate Business Systems Analyst to join our team in Hopkins, Minnesota. In this role, you will act as a vital link between business operations and IT, ensuring seamless communication and collaboration. </p><p><br></p><p>Responsibilities:</p><p>• Serve as a liaison between business teams and IT to ensure efficient communication and process alignment.</p><p>• Provide support to front-line teams by participating in case consultations and delivering solutions.</p><p>• Update and maintain documentation to ensure accuracy and relevance.</p><p>• Conduct training sessions to enhance team knowledge and effectiveness.</p><p>• Perform quality reviews to maintain compliance with applicable laws, regulations, and company standards.</p><p>• Assist with basic data tasks during compliance and audit reviews.</p><p>• Ensure adherence to policies and procedures across business operations.</p><p>• Utilize tools like Microsoft Excel, Word, and PowerPoint to support reporting and documentation needs.</p><p>• Collaborate with business units to address system-related challenges and improve processes.</p><p>• Monitor regulatory requirements to ensure operational compliance.</p>
<p>The Sr. Financial Analyst with automation expertise is responsible for advanced financial analysis, forecasting, and reporting while leveraging automation tools to streamline and enhance processes. This role will identify opportunities for efficiencies, lead automation initiatives, and support strategic decision-making with accurate, timely financial insights. The ideal candidate combines strong analytical abilities with hands-on experience implementing automation solutions within finance operations.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and analyze financial reports, forecasts, and budgets to support business objectives.</li><li>Drive automation of financial reporting, data collection, and analytical processes using relevant platforms and technologies.</li><li>Develop and maintain dashboards and automated models for monitoring key performance indicators.</li><li>Identify and implement process improvements to enhance efficiency, accuracy, and productivity within the finance organization.</li><li>Collaborate cross-functionally to gather and synthesize data, supporting both routine and ad hoc reporting needs.</li><li>Participate in or lead automation-focused projects within finance, working closely with IT and business stakeholders.</li><li>Ensure compliance with internal policies and external regulations in reporting and analysis activities.</li><li>Present complex financial findings to executive leadership in a clear, actionable manner.</li></ul>
