<p>We are looking for a dedicated Relationship Manager to join our client's investment advisory team in the Twin Cities This position works closely with the Wealth Advisor and plays an important part in strengthening client relationships, coordinating service needs, and contributing to a high-standard wealth management experience. The ideal candidate brings professionalism, strong communication skills, and a genuine interest in helping clients feel confident about their financial future.</p><p> </p><p>Responsibilities:</p><p>• Establish and nurture strong relationships with clients to understand and address their financial goals and needs.</p><p>• Provide comprehensive support to Wealth Advisors by assisting with client services.</p><p>• Manage investment accounts and ensure accuracy in financial documentation and reporting.</p><p>• Collaborate with team members to share insights and improve firm processes and client outcomes.</p><p>• Uphold compliance standards and follow policies and procedures to maintain operational integrity.</p><p>• Assist clients with inquiries related to financial planning and investment strategies.</p><p>• Utilize Microsoft Excel, Word, and Outlook for efficient communication and documentation.</p><p>• Actively contribute to maintaining a positive team environment by offering assistance and sharing knowledge.</p><p>• Ensure a high level of customer satisfaction by consistently delivering precise and timely service.</p><p><br></p>
We are looking for a finance leader to guide budgeting, accounting, and operational performance for our Orlando, Florida team. This role combines hands-on financial management with business partnership, helping leaders understand results, plan effectively, and improve decision-making. The ideal candidate brings strong analytical judgment, experience overseeing close processes, and the ability to connect financial insights with inventory and fulfillment activity.<br><br>Responsibilities:<br>• Lead the full annual planning cycle by building department budgets, preparing forecasts, and supporting longer-range financial planning initiatives.<br>• Collaborate with department leaders to interpret financial outcomes, explain performance trends, and highlight important variance drivers and operating metrics.<br>• Oversee monthly and annual close activities to ensure timely reporting, reliable financial data, and adherence to applicable accounting standards and internal policies.<br>• Provide senior leadership with meaningful analysis, scenario modeling, and recommendations that support strategic planning and key business decisions.<br>• Support day-to-day financial administration by monitoring invoices, purchase orders, and contract-related activity for accuracy and control.<br>• Maintain tracking and reporting for barter and value-in-kind transactions, preparing documentation needed for audit review and financial statement treatment.<br>• Create ad hoc analyses, financial models, and special project deliverables to address evolving business priorities.<br>• Partner with operations teams on inventory oversight, demand planning, order flow, and logistics performance to promote efficient and cost-conscious execution.<br>• Track fulfillment and operational performance indicators and recommend process improvements that strengthen service delivery and business results.<br>• Foster alignment across finance, accounting, and operations by coordinating efforts around shared objectives and organizational priorities.
<p><em>The salary range for this position is $180,000 - $190,000 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>This is a highly cross-functional role with exposure to senior leadership and responsibility for driving tangible improvements in how finance operates.</p><p><br></p><p><strong>Job Description:</strong></p><p>• Lead and support initiatives to improve how financial information is produced, managed, and used across the Firm, spanning forecasting, reporting, and underlying data processes</p><p>• Own and enhance elements of the Firm’s forecasting and planning processes, ensuring models, assumptions, and outputs are supported by consistent methodologies and reliable data</p><p>• Partner cross-functionally with Fund, GP and Management Company Accounting, Portfolio Analytics, and Operations teams to align financial assumptions, standardize outputs, and improve end-to-end workflows</p><p>• Drive the design, implementation, and continuous improvement of finance processes, including forecasting cycles, reporting workflows, and data management practices</p><p>• Support the implementation and optimization of financial systems, reporting tools, and dashboards (e.g., Power BI), with a focus on scalability, usability, and automation </p><p>• Evaluate and enhance the Firm’s control environment through process improvements, automation, and AI-enabled solutions to increase efficiency, strengthen controls, and reduce reliance on manual processes.</p><p>• Establish and maintain standardized definitions, drivers, and assumptions used across planning and reporting, contributing to a consistent “single source of truth”</p><p>• Develop and deliver financial analyses, scenario modeling, and reporting materials for senior leadership, ensuring outputs are clear, decision-oriented, and grounded in well structured processes</p><p>• Implement and enforce controls, validation checks, and governance practices to ensure accuracy and integrity of financial data and forecasting inputs</p><p>• Continuously evaluate opportunities to scale and streamline finance operations as the Firm grows in size and complexity, proactively introducing improvements to systems, workflows, and planning capabilities</p><p><strong> </strong></p>
We are looking for a Billing Manager to oversee the firm’s billing and core accounting operations in Overland Park, Kansas. This position blends hands-on financial management with team leadership, ensuring invoices, collections, payables, payroll, and reporting are completed accurately and on schedule. The ideal candidate brings legal billing expertise, sound accounting knowledge, and the ability to work effectively with attorneys, staff, and clients while strengthening day-to-day processes.<br><br>Responsibilities:<br>• Direct the full monthly invoicing process, from draft bill preparation and attorney revisions through final distribution, electronic submission, and adherence to client-specific billing requirements.<br>• Guide accounts receivable efforts by tracking outstanding balances, coordinating follow-up activity, and partnering with attorneys to resolve overdue invoices.<br>• Review and process vendor and foreign associate charges, assign expenses correctly to client matters, rebill eligible costs promptly, and handle payments involving foreign currencies when needed.<br>• Administer client advances and deposit activity related to foreign filings, including reconciliation of trust balances held on behalf of clients.<br>• Track attorney and staff time submission patterns, identify missing or delayed entries, and provide reporting to support timely billing cycles.<br>• Oversee accounts payable workflows, including invoice approvals, payment scheduling, and regular disbursement processing.<br>• Manage payroll administration, related tax obligations, and benefit deduction reconciliations while safeguarding confidential employee information.<br>• Maintain the general ledger, complete bank and credit card reconciliations, coordinate month-end and year-end close activities, and prepare recurring financial reports such as cash flow projections, aging summaries, unbilled time analysis, realization metrics, and partner meeting data.<br>• Lead, coach, and develop a small billing and accounting team while maintaining documented procedures, reinforcing internal controls, and collaborating with operational leadership on budgeting, billing setup, payroll updates, and process enhancements.<br>• Coordinate with external accounting partners on audit support, tax-related matters, and annual 1099 reporting requirements.
<p>Our client in the commercial real estate industry is seeking an experienced and organized Property Manager to oversee the daily operations of assigned commercial properties. This role is responsible for managing tenant relations, vendor coordination, maintenance oversight, budgeting support, lease administration, and property performance to help ensure efficient and professional property operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee day-to-day operations of assigned commercial properties</li><li>Manage tenant relationships and respond to service requests and operational concerns</li><li>Coordinate building maintenance, repairs, inspections, and vendor services</li><li>Support lease administration, renewals, and compliance with property requirements</li><li>Monitor property budgets, invoices, operating expenses, and financial reporting</li><li>Conduct regular property inspections to ensure appearance, safety, and operational standards</li><li>Coordinate move-ins, move-outs, and tenant improvement activities</li><li>Work closely with ownership, tenants, vendors, and internal teams to support property goals</li><li>Maintain accurate records, reports, contracts, and property documentation</li><li>Assist with capital projects, property planning, and other special initiatives as assigned</li></ul><p><br></p>
<p>We are working with a global organization in the transportation industry that is searching for a Commercial Manager. This position is onsite in their office located close to the Miami International Airport. This role will report directly to the Vice President of Commercial Services.</p><p><br></p><p>In this role you will be researching, analyzing, and providing business intelligence; and the necessary tools and dashboards to maximize the efficiency and data used by the organization’s sales team. Creates target lists, analyze data, cost comparisons, and forecast projections of specific variables within the global shipping market, and other products as directed. You will provide support to create risk analysis for potential problems, competitive analyses, as well as looking at business trends that might present risk for the company. You will analyze data, cost comparisons, and forecast projections of specific variables within the global shipping market.</p><p><br></p><p>They provide 100% benefit coverage for employee benefits and healthy PTO.</p><p><br></p><p>Requirements:</p><p>Bachelor's Degree is required.</p><p>Previous experience in Commercial role</p><p>Advanced Excel</p><p><br></p>
<p>We are looking for a Finance Transformation Manager to support a wholesale distribution organization near Oak Brook, Illinois as it strengthens financial reporting, analytics, and intelligent process design across a growing business portfolio. This Long-term Contract position will work closely with finance and operational leaders to turn complex data into practical insights, improve reporting consistency, and introduce modern tools that elevate decision-making. The ideal candidate brings a strong mix of finance expertise, business intelligence capability, and hands-on experience applying AI solutions to real business workflows.</p><p><br></p><p>Responsibilities:</p><p>• Review current finance and operational reporting practices across multiple business units and identify opportunities to improve accuracy, visibility, and scalability.</p><p>• Build unified reporting structures and leadership dashboards that provide a clear view of revenue, margin performance, profitability, working capital, and key operating measures.</p><p>• Produce executive-ready reporting materials that help senior stakeholders evaluate business performance and prioritize actions.</p><p>• Streamline recurring reporting activities by creating automated processes that reduce manual effort and improve timeliness.</p><p>• Identify finance and business functions that can benefit from AI-enabled solutions and implement practical workflows that enhance efficiency and support better decisions.</p><p>• Develop reusable prompt frameworks and user-friendly guidance so finance teams can apply generative AI tools effectively in day-to-day work.</p><p>• Combine and standardize data from finance and operational systems to create a dependable foundation for analytics and reporting.</p><p>• Deliver diagnostic and forward-looking analysis that helps leaders understand performance drivers, risks, and opportunities.</p><p>• Partner with cross-functional stakeholders to define reporting standards, strengthen data governance, and recommend scalable solutions that support continued growth and acquisition integration.</p>
We are looking for a Finance Transformation Manager to join a non-profit organization on a contract basis in Battle Creek, Michigan. This role will lead finance process improvement efforts, strengthen reporting accuracy, and support more efficient financial operations across the organization. The ideal candidate brings a strong background in financial analysis, reporting, and forecasting, along with the ability to drive automation and optimize accounting workflows.<br><br>Responsibilities:<br>• Lead finance transformation initiatives that improve operational efficiency, strengthen controls, and support timely financial decision-making.<br>• Oversee the cleanup and organization of accounting data to enhance accuracy, consistency, and reporting reliability.<br>• Manage month-end close activities to help ensure financial results are completed on schedule and reflect accurate underlying records.<br>• Develop and refine financial reports, models, and forecasts that provide clear insight into performance and planning needs.<br>• Identify opportunities to automate recurring finance tasks and streamline processes to reduce manual effort and improve productivity.<br>• Support optimization of financial workflows within Dynamics 365 Business Central and related accounting processes.<br>• Partner with internal stakeholders to align finance improvements with organizational goals and reporting requirements.<br>• Monitor financial performance trends and recommend process enhancements that improve the quality and timeliness of financial information.
<p>We are looking for a hybrid (possibly remote) Contracts Administrator to support healthcare operations by overseeing the full lifecycle of vendor and service agreements in Valencia, California. This long-term contract position will focus on strengthening compliance, reducing contractual risk, and helping the organization maintain effective business and financial partnerships. The ideal candidate will bring strong judgment, attention to detail, and the ability to work closely with multiple departments to move agreements from review to execution. Candidates comfortable reviewing healthcare contracts for terms, utilizing contract management systems, and working with lean contracts teams. If you are SoCal local but remote please reply as well. I'm interested in seeing your resume TODAY please send to Jennifer.Cotton[at]RobertHalf[dotcom].</p><p><br></p><p>Responsibilities:</p><p>• Evaluate vendor, pricing, and service agreements, prepare revisions, and lead contract discussions to secure appropriate business terms.</p><p>• Guide agreements through the approval and signature process while ensuring each document reflects organizational standards and operational needs.</p><p>• Confirm that contract language supports healthcare-related requirements, including privacy expectations, safety obligations, and billing compliance.</p><p>• Maintain accurate contract files, monitor renewal timelines, and track key provisions, deliverables, and responsibilities across a high-volume portfolio.</p><p>• Collaborate with legal, compliance, supply chain, finance, and leadership teams to address contract questions and provide practical recommendations.</p><p>• Research and resolve contract-related issues by interpreting terms, identifying potential exposure, and recommending risk-conscious solutions.</p><p>• Provide documentation and contract support for audits, due diligence reviews, and internal or external information requests.</p><p>• Assist with bid-related and pricing agreement activities to support vendor selection and commercial decision-making.</p>
We are looking for a Brand Manager to join a long-term contract opportunity based in Santa Monica, California. In this role, you will help shape digital brand experiences across key consumer touchpoints, ensuring campaigns and storytelling are executed with consistency and impact. This position works closely with creative, brand, and cross-functional partners to bring strategic initiatives to life while supporting continued digital growth.<br><br>Responsibilities:<br>• Coordinate projects across several parallel initiatives, providing day-to-day support to managers and directors to keep work moving on schedule and aligned with objectives.<br>• Help build and activate digital content plans for major brand moments, including seasonal campaigns and broader global initiatives across eCommerce, app, and in-store digital channels.<br>• Collaborate with digital creative partners to develop compelling product narratives and high-quality storytelling tailored for online platforms.<br>• Facilitate the sharing of brand work with internal teams so content can be adapted effectively and used across multiple functions and markets.<br>• Work closely with brand management and creative teams to maintain alignment between brand expression, business priorities, and digital performance goals.<br>• Assist with the coordination of agency and external vendor partnerships, helping manage deliverables, timelines, and communication.<br>• Build support among stakeholders by championing the value of digital storytelling and encouraging alignment around key initiatives.<br>• Track performance of digital brand experience efforts and contribute to reporting that highlights business outcomes, brand impact, and opportunities for improvement.
Job Details<br>Description<br>As Sr. Quality Manager, you will be responsible for leading HYTORC's quality operations and supporting the continued development and effectiveness of the company's Quality Management System (QMS). This role will manage and support key quality functions, including Quality Engineering, Quality Control, Supplier Quality, Calibration, Document Control, Compliance, and related EH&S activities as assigned.<br>The Sr. Quality Manager will help maintain compliance with ISO 9001:2015 and ISO 17025:2017 requirements, support customer, supplier, internal, and third-party audits, and drive practical improvements across manufacturing, distribution, assembly, machining, and final product verification activities.<br>The ideal candidate will bring strong hands-on experience in quality systems for manufacturing and machining operations, from incoming material inspection through in-process controls, final inspection, and product release.<br>Key Responsibilities<br>Quality Systems & Compliance<br>• Manage and continuously improve QMS processes, including internal audits, CAPA, calibration, complaints, inspections, risk management, and document control.<br>• Serve as a key quality contact and support ISO Management Representative responsibilities as assigned.<br>• Support notified body, customer, supplier, and third-party audits related to ISO 9001:2015, ISO 17025:2017, and other applicable requirements.<br>• Maintain accurate compliance documentation and ensure procedures, work instructions, forms, and quality records are properly controlled and current.<br>• Track and trend quality metrics; develop reports and dashboards to communicate performance, risks, and improvement priorities.<br>• Support periodic Management Reviews by preparing QMS performance data, audit results, corrective action status, and quality trend information.<br>• Ensure quality requirements are integrated throughout manufacturing, distribution, assembly, machining, and final product verification processes.<br>• Verify QMS compliance through internal audits and ensure timely follow-up on findings, corrective actions, and effectiveness checks.<br>Operational Quality & Performance<br>• Collaborate cross-functionally with Engineering, Manufacturing, Machining, Assembly, Distribution, and Supply Chain to identify, contain, and resolve quality issues.<br>• Lead root cause analysis and corrective/preventive action efforts to improve product quality, process capability, and customer satisfaction.<br>• Manage quality requirements for incoming inspection, in-process inspection, dimensional inspection, assembly checks, calibration, and final product release.<br>• Support production scale-up, new product introductions, and the implementation of new equipment with appropriate quality controls and validated processes.<br>• Define, monitor, and report departmental KPIs; manage priorities, resources, equipment needs, and day-to-day quality workload.<br>• Drive standardization of inspection methods, acceptance criteria, quality records, and nonconforming material processes.<br>• Partner with internal teams to identify opportunities for continuous improvement and reduce repeat defects, rework, scrap, and supplier-related issues.
<p>We are looking for an experienced Operations Manager to lead regional performance across multiple locations. This role is responsible for creating a high-performing operational environment that supports excellent customer service, strong financial results, and consistent execution of company standards. The ideal candidate will bring a hands-on leadership style, the ability to coordinate effectively with shared support teams, and a track record of improving efficiency across service-driven operations.</p><p><br></p><p>Responsibilities:</p><p>• Direct regional branch operations to maintain consistent service quality, operational discipline, and adherence to company expectations.</p><p>• Collaborate with internal partners across human resources, finance, safety, sales, dispatch, customer care, marketing, and warehousing to keep branch operations aligned and well supported.</p><p>• Guide service and installation leaders by providing coaching, performance oversight, and day-to-day operational direction.</p><p>• Monitor scheduling, field execution, and service delivery to ensure work is completed efficiently and customers receive a dependable experience.</p><p>• Manage operating results for the region by reviewing financial performance, tracking key metrics, and taking corrective action when needed.</p><p>• Contribute to annual planning and budgeting activities while monitoring progress against business goals throughout the year.</p><p>• Lead continuous improvement efforts that address workflow gaps, remove inefficiencies, and strengthen overall branch performance.</p><p>• Help resolve escalated customer issues and work with support teams to improve communication, coordination, and customer satisfaction outcomes.</p><p>• Promote a culture centered on accountability, safety, teamwork, and alignment with company values across all locations.</p><p>• Serve as the operational connection between branch teams and corporate functions, helping implement policies, programs, and strategic initiatives effectively.</p>
<p>We are looking for an experienced Operations Manager to support a fast-paced investment operations environment in New Orleans, Louisiana. This role is responsible for keeping trading activity, account administration, and reporting processes accurate, timely, and well organized across client portfolios. The ideal candidate brings strong operational judgment, attention to detail, and the ability to coordinate data, compliance, and technology-related tasks with external service providers.</p><p><br></p><p>Responsibilities:</p><p>• Oversee daily activity within the firm's portfolio and trading platforms to ensure records remain current and operational workflows run smoothly.</p><p>• Retrieve transaction and trading information from custodial partners each day and verify that all data is captured completely and accurately.</p><p>• Perform routine reconciliations across accounts, positions, and transactions, investigating and resolving discrepancies in a timely manner.</p><p>• Produce recurring client reporting, including monthly account summaries, consolidated portfolio materials, and weekly cash movement updates.</p><p>• Support trade execution by preparing block transactions in equities and fixed income securities and assigning allocations across applicable master accounts.</p><p>• Assist with operational compliance deliverables by compiling trade-related reports and maintaining documentation tied to regulatory and internal requirements.</p><p>• Administer account servicing activities such as fund transfers, retirement distributions, required minimum distribution processing, and related paperwork.</p><p>• Coordinate with external technology and hosting vendors to help maintain office connectivity, data protection, backup reliability, and secure access to information.</p><p>• Prepare quarterly billing calculations, upload client statements to the firm's online portal, and assist with statement distribution and other administrative reporting needs.</p><p>• Generate custom portfolio reports, maintain internal investment lists, and manage documentation connected to legal or claim-related account matters as needed.</p><p><br></p><p>Our client is a small team setting that values their clients and supporting each other daily! If you have a 4 year degree and 3+ years of strong attention to detail, great customer service skills and accounting and technical knowledge, this could be a great career move for you! Please apply directly and call Carrie Lewis at 504-383-0612 to discuss. Thank you for your interest in Robert Half!</p>
<p>We are looking for an experienced Operations Manager to support daily people operations and help build a productive, accountable workplace in Littleton, Colorado. This position plays a key role in employee relations, onboarding, workforce coordination, and operational support for a growing service organization. The ideal candidate brings strong leadership, sound judgment, and the ability to balance administrative oversight with hands-on team support.</p><p><br></p><p>Responsibilities:</p><p>• Lead employee lifecycle activities, including recruiting, onboarding, training coordination, performance feedback, and day-to-day staff support.</p><p>• Organize staffing plans and shift coverage to align labor resources with production volume, service priorities, and business demands.</p><p>• Partner with leadership to address employee relations matters, attendance concerns, coaching needs, and workplace issues in a timely and thorough manner.</p><p>• Track operational performance by reviewing reports, monitoring workflow progress, and helping ensure work is completed accurately and on schedule.</p><p>• Maintain compliance with workplace safety expectations, regulatory standards, and internal procedures while reinforcing consistent best practices across the team.</p><p>• Communicate with customers, internal departments, and leadership teams to provide clear updates, resolve service questions, and support a high level of customer satisfaction.</p><p>• Oversee administrative processes such as documentation, invoicing coordination, weekly reporting, and follow-up activities tied to aging items or open actions.</p><p>• Help develop, update, and maintain standard operating procedures, training materials, and other process documentation to support continuous improvement.</p><p>• Support equipment upkeep planning, basic facility coordination, and readiness efforts related to annual third-party verification requirements.</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>Operations Director | Boutique Wealth Management Firm | Mill Valley; Hybrid </strong></p><p> </p><p>Join a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>If you're the type of person who enjoys solving problems, leading people, and keeping operations running smoothly, this could be an excellent opportunity to take the next step in your transportation, logistics, or supply chain career.</p><p>We're partnering with an established transportation operation seeking a <strong>Transportation Operations Supervisor </strong>to support a team of drivers and help ensure day-to-day operations stay organized, safe, and on schedule. This is a highly visible role that combines leadership, communication, customer interaction, and operational oversight.</p><p>No two days look exactly the same. One moment you may be coaching a driver, the next you may be helping resolve a delivery issue, adjusting schedules, or working through a customer request to keep operations moving efficiently.</p><p><br></p><p>Onsite, 2nd Shift Schedule</p><p><br></p><p><strong><u>What You'll Do</u></strong></p><p>• Lead and support a team of professional drivers in a fast-paced transportation environment.</p><p>• Serve as a key point of contact for drivers, customers, and internal stakeholders.</p><p>• Coordinate schedules, deliveries, and daily transportation activities.</p><p>• Monitor operational performance and proactively address issues that could impact service.</p><p>• Coach team members on safety standards, performance expectations, and best practices.</p><p>• Investigate and resolve challenges related to routes, equipment, schedules, and customer needs.</p><p>• Build strong working relationships with drivers while fostering a culture of accountability and support.</p><p>• Partner with leadership to improve efficiency, service levels, and overall operational performance.</p><p><br></p><p><strong><u>Why Consider This Opportunity?</u></strong></p><p>• Opportunity to make a direct impact on daily transportation operations.</p><p>• Blend of leadership, logistics, problem-solving, and customer service responsibilities.</p><p>• Supportive team environment with training and development opportunities.</p><p>• Strong emphasis on safety, teamwork, and continuous improvement.</p><p><br></p><p>If you enjoy leading teams, thinking on your feet, and being the person others rely on to keep things moving, we'd love to hear from you.</p>
We are looking for an experienced Operations Manager to join a Corporate Trust middle team supporting complex structured credit and syndicated loan transactions in Charlotte, North Carolina. This is a Contract to permanent opportunity for a hands-on leader who brings deep deal administration expertise, strong client communication skills, and the ability to guide day-to-day operations in a fast-paced financial services environment. The role is well suited for a senior operations specialist who can oversee transaction workflows, coach developing team members, and help improve process quality and efficiency across the function.<br><br>Responsibilities:<br>• Oversee the operational administration of structured credit and syndicated loan deals, ensuring transactions are processed accurately and within required timelines.<br>• Provide senior-level guidance on deal processing activities and serve as a primary resource for resolving complex operational questions.<br>• Act as an escalation contact for internal team issues and external client matters, driving timely and effective resolution.<br>• Mentor, train, and support entry-level staff to strengthen team performance, knowledge, and consistency in execution.<br>• Work closely with trustees and middle office partners to coordinate transaction activity and maintain high service standards.<br>• Evaluate existing workflows, identify operational gaps, and recommend improvements that increase efficiency and control.<br>• Manage client communications related to ongoing administration, reporting, and issue resolution.<br>• Support the onboarding of new transactions and oversee ongoing administrative and reporting requirements throughout the deal lifecycle.
<p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Branch Operations Manager</p><p>📍 San Francisco, CA (On-Site)</p><p>🏢 Respected Wealth Management Firm</p><p>💰 Competitive Base + Bonus </p><p><br></p><p>A well-established and highly respected wealth management and financial services firm is seeking an experienced <strong>Operations Manager</strong> to oversee branch operations and lead a team of Client Service Associates. This leadership role offers the opportunity to drive operational excellence, develop team members, enhance the client experience, and partner closely with senior leadership in a collaborative, high-performing environment. This position is ideal for a professional who enjoys leading people, improving processes, and serving as a key operational partner within a client-focused wealth management office.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead, mentor, and develop a team of Client Service Associates</li><li>Oversee day-to-day branch and operational activities</li><li>Drive process improvements and workflow efficiencies</li><li>Partner with leadership on resource planning and operational strategy</li><li>Monitor team performance and support employee development</li><li>Ensure compliance with industry regulations and firm policies</li><li>Manage operational budgets and resource allocation</li><li>Deliver an exceptional client experience through operational excellence</li><li>Support hiring, onboarding, training, and talent development initiatives</li><li>Collaborate with advisors, operations teams, and key internal stakeholders</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p><p><br></p>
<p>We are looking for an Operations Manager to oversee fabrication activities and keep production running efficiently at our Bethlehem, Pennsylvania facility. This role will guide daily shop operations, align output with delivery commitments, and work closely with cross-functional teams to maintain quality, safety, and cost performance. The ideal candidate brings strong manufacturing leadership, practical knowledge of sheet metal processes, and the ability to drive steady operational improvement.</p><p><br></p><p>If you are already in contact with one of our Recruiting Managers, please reach out to them directly to discuss this opportunity. If not, for immediate consideration, please apply or call Warren Knight at 484-214-2624</p><p><br></p><p>Responsibilities:</p><p>• Oversee day-to-day fabrication operations to ensure work is completed safely, efficiently, and in line with production goals.</p><p>• Build and manage production plans that support customer timelines, project milestones, and available shop capacity.</p><p>• Monitor product quality throughout manufacturing and ensure finished work meets technical drawings, engineering standards, and customer expectations.</p><p>• Partner with engineering and production personnel to troubleshoot manufacturing challenges and implement effective solutions.</p><p>• Lead efforts to reduce scrap, defects, and rework by establishing corrective actions and preventive measures.</p><p>• Evaluate production flow, address scheduling constraints, and remove operational bottlenecks that impact throughput.</p><p>• Review performance data to identify trends, improve efficiency, and lower overall manufacturing costs.</p><p>• Advance lean practices and continuous improvement initiatives to strengthen processes and shop performance.</p><p>• Coordinate equipment upkeep, including preventive maintenance planning and recommendations for repairs, upgrades, or new machinery.</p><p>• Supervise, coach, and develop shop employees while reinforcing accountability, teamwork, safety compliance, and clear communication on production status and resource needs.</p>
<p>My client is a rapidly growing, data-driven technology organization serving enterprise, government, and commercial customers across multiple markets. As the company continues to scale, variable compensation remains one of the most important drivers of revenue performance, sales productivity, and organizational growth.</p><p><strong>The Role</strong></p><p>The Senior Manager, Sales Compensation & Incentive Operations will lead all aspects of the organization's sales compensation function. This role is responsible for administering complex commission plans, forecasting compensation expense, overseeing monthly payout cycles, maintaining compensation systems, and providing strategic recommendations that influence plan design and sales behavior.</p><p>You will serve as the primary subject matter expert for incentive compensation and act as a trusted advisor to senior leadership regarding plan effectiveness, cost management, quota performance, and compensation strategy.</p><p>This position reports into Revenue Operations and works closely with Finance, Human Resources, and executive leadership</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the forecasting, tracking, and reporting of incentive compensation expense against budget and annual operating plans.</li><li>Provide executive leadership with actionable insights regarding plan effectiveness, attainment trends, compensation costs, and sales performance.</li><li>Analyze proposed compensation plan changes and model their financial impact, including accelerators, SPIFFs, quotas, territories, crediting rules, and performance thresholds.</li><li>Manage the monthly commission process from data validation and crediting through calculation, approvals, payroll submission, and financial accruals.</li><li>Ensure all commission payments are accurately reconciled to compensation plans, payroll records, and financial reporting requirements.</li><li>Administer and maintain the organization's incentive compensation platform, ensuring accurate configuration of compensation plans, quotas, territories, and employee assignments.</li><li>Partner with Sales Operations and Human Resources to support new hires, promotions, territory changes, plan amendments, and annual compensation rollouts.</li><li>Serve as the primary escalation point for compensation inquiries, disputes, and exception requests.</li><li>Maintain compensation governance, documentation, policies, procedures, and audit-ready records.</li><li>Support annual compensation plan launches, including documentation, communication materials, quota assignments, and system readiness.</li><li>Develop and maintain reporting and dashboards that provide visibility into earnings, attainment, quota performance, and commission expense.</li><li>Partner with systems and operations teams to ensure data integrity across CRM, HRIS, payroll, and compensation platforms.</li><li>Identify opportunities to automate processes, improve controls, and leverage technology to increase efficiency and accuracy.</li><li>Prepare executive-level presentations and recommendations for leadership review, compensation committees, and planning discussions.</li></ul>
<p>We are looking for a Compensation Manager to lead key compensation programs for our manufacturing organization in Oshkosh, Wisconsin. This role will shape incentive and pay practices that support business goals, strengthen competitiveness in the market, and promote a strong employee experience. The ideal candidate brings deep expertise in compensation strategy, analytics, and program administration, along with the ability to partner effectively with leaders and HR teams.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead the design, implementation, and administration of variable pay and incentive compensation programs that support business objectives, employee performance, and retention.</li><li>Oversee incentive plan operations, including eligibility reviews, payout administration, program documentation, employee communications, and data validation.</li><li>Manage equity and long-term incentive programs, including coordination with Payroll and other stakeholders to ensure accurate and compliant administration.</li><li>Analyze market trends, compensation data, and industry benchmarks to develop competitive pay strategies and recommendations.</li><li>Conduct job evaluations, position classifications, and compensation reviews to ensure internal equity and market competitiveness.</li><li>Participate in compensation surveys and benchmarking initiatives to support salary structure development and ongoing market alignment.</li><li>Provide compensation guidance and recommendations for new and existing roles across the organization.</li><li>Develop tools, resources, and training materials to assist leaders and HR partners in compensation decision-making.</li><li>Administer and support specialized compensation programs and initiatives as needed.</li><li>Partner with HR and business leaders to address compensation-related matters and align programs with organizational goals.</li><li>Present compensation analyses, recommendations, and program updates to leadership and key stakeholders.</li><li>Identify opportunities to enhance processes, improve efficiency, and strengthen compensation program effectiveness.</li></ul>
<p>Jeff Abrams with Robert Half is in search for a Management Accountant. </p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Oversee general ledger activity and manage all close cycles (monthly, quarterly, and annual) for the management entity</li><li>Review and prepare accounting entries, reconciliations, and related documentation to support financial accuracy</li><li>Ensure proper allocation of expenses across entities, investment vehicles, and cost structures in alignment with governing agreements</li><li>Maintain and improve accounting processes, policies, and internal control frameworks</li><li>Act as the main liaison for the external accounting service provider</li><li>Review invoice processing, account coding, and payment runs handled by the external provider</li><li>Monitor timeliness, accuracy, and compliance with established approval processes</li><li>Conduct periodic vendor reviews and address discrepancies or irregularities</li><li>Assess service performance and recommend process improvements for outsourced functions</li><li>Compile quarterly financial reporting packages and supporting analysis</li><li>Assist with budgeting, forecasting, and variance reviews related to operating expenses</li><li>Deliver financial insights and analysis to leadership to support decision-making</li><li>Collaborate on system enhancements and reporting improvements</li><li>Contribute to cross-functional efforts and ad hoc projects as the organization grows</li></ul><p><br></p>
We are looking for an experienced Contract Recruiter to support hiring efforts in Massachusetts. This Contract position will lead full-cycle recruiting activities, from sourcing and screening talent to guiding candidates through the hiring process with a strong focus on both capability and organizational fit. The ideal candidate will communicate the value of the company’s culture, employee ownership model, and total rewards in a compelling way while helping the business meet timely hiring goals.<br><br>Responsibilities:<br>• Drive end-to-end recruitment for assigned openings, including requisition intake, sourcing, screening, interview coordination, and offer support.<br>• Build strong talent pipelines through job boards, industry networks, approved social platforms, and proactive market research.<br>• Evaluate applicants against role requirements and organizational culture to identify candidates who can succeed in an employee-owned environment.<br>• Maintain accurate recruiting activity records, hiring metrics, and pipeline updates within the applicant tracking system and related reporting tools.<br>• Present candidates with clear, engaging information about the role, compensation package, company brand, and workplace culture.<br>• Partner with hiring stakeholders to follow established approval steps and recruiting workflows throughout the hiring process.<br>• Support recruiting strategies that align with affirmative action objectives and broader talent acquisition goals.<br>• Reduce reliance on third-party search firms where possible while overseeing relationships with approved external recruiting partners.<br>• Conduct thorough reference checks and assess findings to support informed hiring decisions.
<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 Manager | Venture Capital Firm | San Francisco; Hybrid - 1-2 Days Onsite | Base + Bonus + Carry!</strong></p><p> </p><p>Join a <strong>growing Bay Area venture capital firm</strong> investing in early-stage <strong>frontier and climate technologies</strong>, with approximately <strong>$800M in AUM</strong> and the backing of a globally recognized organization. This is an opportunity to combine the resources and stability of an institutional platform with the <strong>broad exposure and ownership of a lean investment team</strong>.</p><p> </p><p>Working closely with the <strong>CFO and Controller</strong>, you'll gain hands-on exposure across the full fund lifecycle, including <strong>capital activity, financial reporting, waterfalls, carry, valuations, tax, and investor reporting</strong>. The firm offers <strong>strong compensation, bonus + carry potential</strong>, flexible work arrangements, excellent benefits, subsidized lunches, and a supportive leadership team.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage end-to-end <strong>capital calls and distributions </strong></li><li>Prepare journal entries, reconciliations, and monthly/quarterly closes</li><li>Maintain portfolio investment activity, valuations, and statements of investments</li><li>Build and review <strong>American and European waterfall models </strong></li><li>Calculate <strong>carried interest, hurdle rates, and capital statements </strong></li><li>Maintain fund accounting systems and ensure data accuracy</li><li>Coordinate with external tax providers and review fund tax returns</li><li>Prepare <strong>LP and parent company reporting </strong></li><li>Respond to investor inquiries related to capital activity, statements, and K-1s</li><li>Support portfolio investment and fund-of-fund activity</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></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 Manager | Leading Investment Management Firm | San Francisco | Hybrid; 1-3 Days onsite | Base + Bonus + 100% paid benefits + Profit Sharing</strong></p><p> </p><p>Join a leading investment manager focused on private equity fund-of-funds, with a global footprint. They are known for delivering sophisticated alternative investment strategies within a collaborative, high-performance culture.</p><p> </p><p>This is an opportunity to join a top-tier team offering strong compensation, full health and life coverage for employees and families, generous HSA contributions, bonus potential, and meaningful professional development, along with a supportive, growth-oriented environment.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Oversee fund financial reporting and ensure US GAAP compliance</li><li>Review quarterly and annual financial statements</li><li>Manage audit and tax processes with external partners</li><li>Monitor fund cash flow and forecasts</li><li>Review capital calls and distributions</li><li>Support regulatory and compliance initiatives</li><li>Partner with leadership on team and firm objectives</li><li>Drive process improvements and operational efficiencies</li><li>Handle LP inquiries and ad hoc reporting</li><li>Advise on complex transactions and reporting matters</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>