<p>Nonproft Client in the Greater Harrisburg area is seeking a Controller to oversee the their financial operations - ensuring accuracy, accountability and compliance with all applicable standards and regulations. This role manages all accounting functions including payroll administration, accounts payable and receivable processing, internal controls, and preparation for annual audits and tax filings. The Controller collaborates extensively with leadership to provide strategic financial guidance, and enhance financial controls. This position is also responsible for leading the team through organizational changes, ensures adherence to evolving regulatory requirements and reporting standards, and operational enhancements.</p><p><br></p><p>Additionally, the Controller manages relationships and ensures accurate transactions across partnering entities and related associations through shared services.</p><p><br></p><p><br></p><p>Qualifications:</p><p>• Education: Bachelor’s degree in accounting or finance; CPA required.</p><p>• Experience: Minimum of 8 years in an accounting or financial role with experience with GAAP, payroll, tax, internal controls, and accounting processes.</p><p>• Technical Skills: Proficient with Microsoft Suite and databases, and advanced functional knowledge of ERP systems. (PeopleSoft experience is a plus).</p><p>• Financial Expertise: In depth knowledge of GAAP, payroll, labor laws, tax compliance, internal control frameworks, audit processes and risk management principles.</p><p>• Audit & Controls: Experience overseeing audits and implementing/evaluating internal controls.</p><p>• Management Skills: Supervisory experience and strong organizational leadership and team management skills.</p><p>• Attention to Detail: Excellent analytical skills ensuring accuracy and precision in financial reporting and processing. Demonstrated critical thinker with sound judgement.</p><p>• Communication & Collaboration: Excellent interpersonal and influencing skills, with the ability to lead cross-functionally and provide complex financial information effectively.</p><p>• Work Style: Highly motivated, proactive, results-driven collaborative problem-solver.</p><p>• Organizational Skills: Ability to strategically set priorities and oversee multiple priorities and deadlines in a dynamic environment.</p><p>• Commitment to Excellence: High standards for quality and performance.</p><p><br></p>
<p>We are looking for an experienced Sr. Portfolio Manager. In this role, you will be at the forefront of developing and implementing portfolio management strategies, establishing compliance frameworks, and producing strategic reporting analytics. </p><p><br></p><p>Responsibilities</p><ul><li>Develop and enhance portfolio management strategies, including project selection, prioritization, compliance, risk management, and resource allocation.</li><li>Align portfolio projects and programs with organizational strategic goals to maximize value delivery.</li><li>Partner with project and program managers to ensure individual initiatives align with overall portfolio objectives.</li><li>Continuously evaluate portfolio performance, identify improvement opportunities, and drive initiatives to enhance efficiency and impact.</li><li>Oversee resource distribution across projects to optimize performance and mitigate constraints.</li><li>Build and maintain strong relationships with executive leadership, project sponsors, and business unit leaders.</li><li>Establish and enforce compliance frameworks and guidelines for IT portfolio management.</li><li>Ensure adherence to regulatory requirements, industry standards, and internal governance policies.</li><li>Conduct audits and assessments to verify portfolio-wide compliance with security, regulatory, and governance standards.</li><li>Stay informed of regulatory changes and industry trends, updating portfolio management practices accordingly.</li><li>Provide strategic reporting, analytics, and financial insights to support portfolio decision-making.</li><li>Monitor and report on portfolio performance, including project outcomes and value realization.</li><li>Develop performance metrics and dashboards to track portfolio success and impact.</li><li>Prepare detailed reports on portfolio status, budget, risks, and overall performance.</li><li>Manage portfolio budgets by developing, monitoring, and controlling financial plans.</li><li>Present key insights and recommendations to senior management and stakeholders.</li></ul><p><br></p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>CONTROLLER/VP CONTROLLER - FUND ACCOUNTING/FAMILY OFFICE -OPPORTUNITY TO GROW TO CFO LEVEL</strong></p><p><strong>200K-250K</strong></p><p><br></p><p><strong>Responsibilities</strong></p><p>-Oversee all aspects of fund accounting, including the preparation of financial statements, NAV calculations, and investor reporting</p><p>-Manage all accounting function and financial reporting responsibilities for the Family Office and Investment Funds</p><p>-Maintain the general ledgers and accounting entries for the Family and their investment portfolio</p><p>- Manage investment portfolio, pay capital calls, and subscribe to new investments as identified by the family</p><p>-Oversee cash flow management, including monitoring and forecasting fund liquidity and managing banking relationships.</p><p>-Coordinate with the investment team to ensure adequate funding for investments, expenses, and distributions.</p><p>-Oversee the preparation and filing of tax returns, K-1s, and other regulatory filings as required.</p><p>-Work closely with the CFO and senior management to drive continuous improvement initiatives within the finance department.</p><p>-Preparation of quarterly performance track record reporting</p><p>-Liaise with external auditors and manage the annual audit process for the fund(s).</p><p>- Work closely with Executive team on maintaining and improving the internal control framework </p><p>-Manage and mentor a staff</p><p><br></p><p><strong>Requirements:</strong></p><p>-Bachelor’s degree in business, accounting, or finance</p><p>-Public/private mix, CPA preferred</p><p>-Family Office or Fund Accounting experience</p><p>-Experience working with auditors and fund administrators required</p><p>-Strong analytical skills, attention to detail, and accuracy</p>
<p>We are looking for an experienced Non-Profit Controller Consultant for a long-term project in Detroit, Michigan. In this long-term engagement, you will play a key part in overseeing financial operations, ensuring compliance, and improving processes. This position requires expertise in accounting, budgeting, and revenue cycle management, particularly within the healthcare industry. This hybrid role will report directly to the CFO.</p><p> </p><p>The day-to-day responsibilities include:</p><p> </p><p>• Review and approve journal entries prepared by staff to ensure accuracy and compliance.</p><p>• Assist in the completion of financial audits by providing necessary reconciliations and reports.</p><p>• Oversee the forecasting and budgeting process to align with organizational goals.</p><p>• Manage month-end close activities, ensuring timely and accurate reporting.</p><p>• Supervise and guide the accounting team, providing support and addressing complex financial issues.</p><p>• Analyze revenue cycle processes, including third-party insurance payments, to enhance financial performance.</p><p>• Develop and maintain standard operating procedures for financial operations.</p><p>• Collaborate with stakeholders to ensure financial data aligns with organizational strategies and compliance</p>
<p>Tammy Power, Recruiting Manager, Robert Half is looking for a dedicated and experienced Controller to join a well-established organization in Bakersfield, California. This leadership role offers an excellent opportunity to oversee financial operations, drive strategic planning, and contribute to the company’s long-term success. The ideal candidate will have a strong background in accounting and a proven ability to lead teams and optimize processes.</p><p><br></p><p>For immediate and confidential consideration, reach out to Tammy Power via LinkedIn</p><p><br></p><p>Responsibilities:</p><p>• Direct and manage all aspects of accounting operations, including general ledger, accounts payable/receivable, payroll, and month-end closings.</p><p>• Prepare and review financial statements and reports to ensure compliance with applicable standards and regulations.</p><p>• Develop and oversee budgeting processes, tax planning strategies, and banking relationships.</p><p>• Lead and mentor accounting staff, fostering growth and ensuring the accuracy and timeliness of financial operations.</p><p>• Collaborate with executive leadership to shape financial strategies and support business planning initiatives.</p><p>• Coordinate audits, regulatory filings, and compliance requirements to maintain organizational integrity.</p><p>• Identify opportunities for process improvements and implement best practices to enhance operational efficiency.</p><p>• Ensure adherence to internal controls and policies to safeguard company assets.</p><p>• Manage relationships with external stakeholders, including auditors and tax authorities.</p><p>• Provide insights and recommendations to support decision-making and organizational growth.</p>
We are looking for a Finance Business Unit Lead to oversee and drive financial operations for engineering and development projects. This role requires a strategic thinker with strong financial expertise to ensure accurate project financial statements, timely billing, and effective collaboration with project managers and operational leaders. The ideal candidate will play a pivotal role in influencing business processes, training teams, and ensuring profitability across projects.<br><br>Responsibilities:<br>• Collaborate with project managers and engineering teams to ensure accurate documentation of customer purchase orders and project scope agreements.<br>• Drive the creation and timely availability of monthly Estimate-to-Complete metrics, implementing process improvements as needed.<br>• Forecast resource requirements in enterprise systems to maintain reliable revenue backlog and support project estimates.<br>• Develop action plans with project managers for projects requiring overtime or scope adjustments, ensuring customer approvals and gross margin maintenance.<br>• Validate weekly project time entries against the ledger and resolve discrepancies promptly.<br>• Assist with the preparation of client updates and scope change presentations on a regular schedule.<br>• Partner with finance and accounting teams to ensure invoices align with customer requirements and are accurately reflected in project financials.<br>• Prepare and reconcile monthly financial summaries, ensuring alignment with the ledger.<br>• Monitor project revenue, costs, and invoices by phase, addressing inaccuracies in collaboration with relevant teams.
<p>We’re looking for a Financial Director with strong experience managing federal grants—specifically SCSEP and TARC—and a sharp understanding of nonprofit financial operations. This role will oversee payroll to ensure all staff are paid accurately and on time, The Financial Director will become familiar with all active accounts, including which are used for monthly recurring expenses, and maintain an up-to-date understanding of which banks hold which accounts, especially our investment accounts and their signatories. They’ll also be responsible for researching and tracking all grants currently in place and ensuring full compliance with financial reporting requirements.</p>
We are looking for a dynamic VP/Director of Finance to join our team in New York, New York, on a long-term contract basis. This leadership role is critical in overseeing financial operations, ensuring compliance, and driving strategic insights to support organizational goals. The ideal candidate will excel in managing budgets, financial reporting, and fostering growth within the finance team.<br><br>Responsibilities:<br>• Lead the preparation and review of monthly financial reports, ensuring accuracy and timely submission to the parent company.<br>• Oversee budgeting processes, approving financial plans and reports before submission to key stakeholders.<br>• Provide strategic guidance and support to the finance team, answering queries and encouraging development.<br>• Ensure compliance with all local, state, and federal financial regulations and reporting standards.<br>• Manage audits, tax filings, and financial risk assessments to safeguard the organization's interests.<br>• Monitor cash flow forecasts and performance against budgets, offering actionable insights for improvement.<br>• Develop and maintain strong internal controls and financial systems to enhance operational efficiency.<br>• Collaborate with regional teams to consolidate financial data and ensure seamless reporting.<br>• Lead month-end close processes, ensuring accuracy and adherence to deadlines.<br>• Utilize Sage Intacct and other tools to streamline financial operations and reporting.
<p><strong>Michelle Espejo </strong>with <strong>Robert Half Financial Services</strong> is seeking a <strong>Controller </strong>for a high-growth, founder-led <strong>venture capital firm</strong>.</p><p><br></p><p>This is your chance to step into a <strong>pivotal role with a clear path to CFO</strong> as the firm raises its <strong>5th fund</strong> and enters an exciting growth phase.</p><p> </p><p>Enjoy <strong>competitive pay, annual bonus, unlimited PTO, and a flexible remote schedule</strong> while working alongside some of the sharpest minds in technology and investing.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage fund administrators and oversee full-cycle fund and management company accounting.</li><li>Coordinate audits, tax filings, capital calls, distributions, and LP reporting.</li><li>Monitor cash flow, improve controls, and streamline reporting.</li><li>Create dashboards and reports for stakeholders and investors.</li><li>Support valuations, fund modeling, and fundraising efforts.</li><li>Partner directly with the Founding Partner on strategic finance initiatives.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration.</strong></p>
. Job Description:<br><br>Tasks first few months will include training on all tasks including discussions on firm procedures & network software<br>i. Reception/Answering client calls<br>i. Requires more than simply transferring calls – eventually assist clients with basic inquires and instructions/paperwork for cash requests.<br>ii. Client greetings with setup in conference room<br>iii. Team and support staff calendars<br>i. Daily updates, review for new tasks or add tasks requiring multi steps.<br>iv. Incoming and outgoing mail processing, UPS prep & notifications to team<br>v. Client new accounts paperwork<br>i. Preparation of all documents – multiple depending on account type, delivery to clients, review of returned documents for accuracy and completed signatures. On-boarding/Uploading to outside custodians and verification of all follow-through tasks by custodian.<br>vi. Client account maintenance<br>i. Multi-stepped preparation of paperwork, delivery to and from client, processing through custodian and monitoring for completion.<br>ii. Includes items like address changes, updates to names or Corporate authorized signers.<br>vii. Client check deposits<br>viii. Client meeting folders<br>ix. Downloads of daily transactions from our mutual fund custodian<br>x. Charity donation letters for client gifting<br>i. Including letters cc’d to client and tracking of delivery to entity.<br>xi. Updates to client mailing spreadsheet & label creation in mail merge<br>xii. Updates to Outlook contacts<br>xiii. Updates to team pending task logs<br>xiv. Updates to various established spreadsheets<br><br><br>4. Qualifications Required:<br><br>i. Prompt/Strong work ethic – Dependability is an absolute requirement.<br>ii. Excellent organizational skills<br>iii. Ability to multi-task - Absolute Requirement<br>i. Tasks are not generally start and finish same time. Most are multi-stepped and we have frequent priority popups during the day which means stopping, completing something else and then going back to original task(s).<br>ii. Cannot get flustered when changing tasks midstream as it happens often<br>iii. Needs to be able to monitor incoming emails for new potential priorities while performing other tasks.<br>iv. Ability to prioritize<br>v. Extremely detail oriented<br>vi. Accuracy in processing – Absolute Requirement<br>vii. Microsoft Office – strong skills<br>i. EXCEL, WORD & OUTLOOK – will be used all day long<br>ii. Mail Merge experience is a plus<br>viii. DocuSign<br>i. Experience is a plus<br>ix. Confidentiality is essential.<br>i. Client & firm information cannot be discussed outside of the office<br>x. Financial industry knowledge<br>i. Knowledge/Experience is a extreme plus<br>xi. General computer skills
ROBERT HALF TALENT SOLUTIONS – EXCLUSIVE<br>100% REMOTE ROLE<br>Position: Manager/Director of Financial Planning & Analysis (FP& A)<br><br>Are you a seasoned financial professional with extensive expertise in budgeting, forecasting, and internal reporting? Do you have a passion for automation, process improvement, and driving organizational success through data-driven insights? If you are a hands-on leader with exceptional communication skills who thrives on collaboration and presenting meaningful information, we want to hear from you!<br><br>What You’ll Do:<br>As the Manager/Director of FP& A, you will play a critical role in driving the organization’s financial planning processes and supporting strategic decisions by delivering accurate and actionable financial insights. You will collaborate closely with teams across all levels of the company and be the leader that facilitates seamless participation in budgeting and forecasting processes. This role offers a unique opportunity to combine your technical expertise with a forward-thinking approach to automation and process improvement.<br><br>Key Responsibilities:<br>• Budgeting and Forecasting: Drive the development of comprehensive budgets and forecasts aligned with organizational goals. Manage the annual budget process, ensuring accuracy, timeliness, and full participation across departments.<br>• Variance Analysis: Lead the analysis of financial discrepancies, providing actionable insights to address deviations from forecasts and budgets. Present findings in a clear and concise manner to various audiences.<br>• Collaboration and Communication: Partner with cross-functional teams to explain the importance of their contributions, secure data participation, and foster an organization-wide understanding of the FP& A process.<br>• Process Improvement: Identify and implement opportunities to streamline and enhance financial processes through automation and innovative practices. Actively challenge legacy methods and propose future-state solutions.<br>• Automation and Technology: Utilize your passion for technology to drive efficiencies in reporting, analysis, and data collection. Identify and implement new budgeting and forecasting software to deliver credible and timely financial insights.<br><br>Job Requirements:<br>• Education: Bachelor’s degree in Finance, Accounting, Business, or a related field. CPA or MBA is highly preferred.<br>• Experience: 6+ years of progressive hands-on experience in Financial Planning & Analysis, including budgeting, forecasting, and internal reporting. Prior experience in rapidly evolving environments is a must.<br>• Technical Expertise: Prior experience with system selection and implementation strongly preferred. Advanced proficiency in Excel and financial modeling. Experience with ERP systems and analytical tools (e.g., Power BI, Tableau) is highly preferred. <br>• Communication Skills: Exceptional verbal and written communication skills, with the ability to transform complex concepts into accessible insights for non-financial audiences. Experience presenting to senior leadership is required.<br>• Interpersonal Abilities: Comfortable engaging with employees at all levels of the organization, from frontline staff to the C-suite, fostering collaboration and securing process participation.<br><br>How to Apply<br>This role is 100% remote. Our client offers a comprehensive benefits package and competitive salary plus bonuses and stock awards depending on experience. For immediate consideration, please apply online to this role; you may also contact Craig Lavelle via LinkedIn.
<p><strong>Job Title: </strong>Controller</p><p><strong>Location:</strong> Greater Waterbury area | Hybrid</p><p><strong>Position Type:</strong> Full Time/Permanent Position</p><p><strong>Recruiter Contact:</strong> Sal Fiorillo - Sal.Fiorillo@Roberthalf</p><p><strong>Reference:</strong> SF0013264623</p><p><strong>Compensation: </strong>$165,000 - 195,000 + Bonus</p><p><br></p><p>We are looking for an experienced Controller to provide strategic leadership and financial oversight across a division of a global organization. This role involves managing crucial financial activities, ensuring compliance with accounting standards, driving operational efficiency, and fostering a collaborative partnership with operational leaders. The ideal candidate will have a strong background in operations finance within a manufacturing environment, along with proven leadership skills and a detail-oriented mindset.</p><p><br></p><p><strong>Main Responsibilities </strong></p><ul><li>Lead finance teams to deliver accurate global budgets, multi-year plans, forecasts, and monthly performance reviews, while identifying risks and opportunities.</li><li>Streamline processes to achieve a balance between control, efficiency, and speed in decision-making.</li><li>Standardize financial processes and implement best practices across manufacturing facilities.</li><li>Ensure financial reporting adheres to US GAAP in North America and complies with applicable accounting standards and tax laws for international locations.</li><li>Maintain strong financial controls and compliance across all operations.</li><li>Provide actionable insights and analysis on financial business cases, including RFQs, investment evaluations, and strategic make-or-buy decisions.</li><li>Collaborate with operations leaders and site controllers to establish key performance metrics and reporting frameworks to track daily/weekly progress against financial expectations.</li><li>Develop robust reporting on product and portfolio profitability, identifying variances and key drivers compared to budgets and quotes.</li><li>Drive capital budgeting and long-term investment planning, ensuring adherence to spending timelines and performance metrics.</li><li>Ensure timely processing of receivables, payables, and payroll in alignment with internal guidelines.</li><li>Perform regular financial reviews, focusing on profitability, balance sheets, and operational performance.</li></ul><p><strong>Requirements</strong>:</p><ul><li>BS in Accounting, Finance, or related. MBA or CPA is a plus</li><li>5+ years of experience as a controller within a manufacturing environment</li><li>Solid understanding of manufacturing financial operations, including product costing</li><li>Expertise in operational finance, such as profitability calculations, product mix analyses, and cost-saving strategies.</li><li>Strong skills in developing processes, improving procedures, and implementing reporting systems.</li></ul><p>If you meet the minimum requirements and want to learn more about this opportunity, please email your resume to Sal Fiorillo at the email referenced above.</p><p>All inquiries are confidential. Please note at Robert Half we never present your background to a client company without your permission.</p>
<p><strong>Controller / Full Charge Bookkeeper – Retail Operations</strong></p><p> <strong>Location:</strong> Orange County, CA (100% On-Site)</p><p> <strong>Industry:</strong> Retail / Consumer Goods</p><p> <strong>Recruiter Contact:</strong> David Bizub, Robert Half</p><p>Are you a hands-on accounting professional ready to make a lasting impact in a growing business?</p><p> Our client, a thriving retail company based in <strong>Orange County</strong>, is seeking a <strong>Controller / Full Charge Bookkeeper</strong> to join their collaborative team and help scale operations. This is not a consulting role — we’re looking for someone who wants a long-term home where they can contribute to growth, drive improvements, and be a key player in the company's success story.</p><p>What Makes This Role Unique:</p><ul><li><strong>Entrepreneurial Environment:</strong> You’ll be part of a nimble and passionate team that values fresh ideas and initiative.</li><li><strong>Process Improvement Focus:</strong> This is a high-impact role where you’ll help streamline processes, improve reporting, and modernize systems.</li><li><strong>Leadership Opportunity:</strong> While this is a hands-on role, it offers strong visibility with leadership and room to grow as the company expands.</li></ul><p>Key Responsibilities:</p><ul><li>Oversee full-cycle accounting operations including AP, AR, payroll, bank reconciliations, and general ledger.</li><li>Prepare accurate monthly financial statements and management reports.</li><li>Own the month-end and year-end close processes.</li><li>Improve and maintain reporting systems and internal controls.</li><li>Provide detailed cash flow analysis and support strategic financial planning.</li><li>Collaborate across departments to improve accounting processes and operational efficiency.</li><li>Ensure compliance with relevant accounting standards and regulations.</li><li>Identify and implement process improvements to support business growth.</li><li>Serve as a trusted financial partner to ownership and operations.</li></ul><p>Qualifications:</p><ul><li>5+ years of full charge bookkeeping or controllership experience, ideally in a retail or inventory-based business.</li><li>Strong working knowledge of QuickBooks (or similar accounting software).</li><li>Proven experience with month-end close, financial reporting, and payroll.</li><li>Excellent analytical skills and a detail-oriented mindset.</li><li>Team-oriented with strong communication and collaboration abilities.</li><li>Self-starter with the desire to contribute to a growing organization long-term.</li></ul><p>WThis is a full-time, <strong>on-site</strong> position in <strong>Orange County, CA</strong>. The company offers a collaborative culture and the chance to be part of something bigger than just day-to-day bookkeeping.</p><p>If you're looking for a stable opportunity to grow your career in a company that values your input and expertise, I’d love to connect. Reach out to <strong>David Bizub at Robert Half</strong> today</p><p>For confidential consideration, please email your recruiter with Robert Half. If you're not currently working with anyone at Robert Half, please click "Apply" or call 562-800-3963 and ask for David Bizub. Please reference job order number</p><p>31000-0013277193 email resume to [email protected]</p>
We are introducing an exciting opportunity in the Hospitality industry, based in LONG BEACH, California. We are seeking a Director of Finance to join our team, bringing their expertise in finance and accounting to our dynamic work environment.<br><br>Key responsibilities:<br>• Oversee and enhance financial and accounting systems, processes, tools and control systems.<br>• Manage the preparation and communication of weekly, monthly and annual financial statements.<br>• Engage with the Food and Beverage team to develop performance measures that support the company's strategic direction.<br>• Lead the development and execution of an effective budget model and annual budgeting process.<br>• Implement and maintain a system of controls over accounting transactions to minimize risk.<br>• Utilize '3M', 'Accounting Software Systems', 'ADP - Financial Services', 'Concur', 'CRM', 'Accounting Functions', 'Accounts Payable (AP)', 'Annual Budget', 'Auditing', and 'Budget Processes' skills to improve and maintain financial health.<br>• Collaborate with external auditors to ensure successful audit results and compliance.<br>• Develop and manage financial controls in accordance with the company’s procedures.<br>• Communicate financial metrics to senior management and provide advice on how to increase revenue and reduce costs.<br>• Develop and utilize forward-looking, predictive models and financial analyses to provide insight into the organization’s operations and business plans.
<p>Are you a highly organized, detail-oriented professional with a knack for numbers? We are seeking an experienced <strong>Administrative Assistant</strong> to join our team on a <strong>contract-to-hire basis</strong>, with a focus on assisting in budgeting and financial planning tasks. This is a unique opportunity to contribute to a dynamic organization while developing your professional skills in a role that has the potential to transition into a permanent position.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support to ensure efficient operation of the office, including managing schedules, handling correspondence, and coordinating meetings across departments.</li><li>Collaborate with finance teams to assist in budgeting tasks, including entering data, tracking expenses, and ensuring records are up to date and accurate.</li><li>Prepare and manage financial reports, spreadsheets, and presentations to support budgeting and forecasting efforts.</li><li>Monitor budget allocations, flag discrepancies, and ensure internal compliance with established financial processes.</li><li>Maintain organized filing systems for both financial and administrative documents, ensuring ease of access and data accuracy.</li><li>Greet and assist visitors, and professionally handle incoming calls and emails, occasionally addressing budget or expense inquiries.</li><li>Support procurement processes by coordinating with vendors, tracking invoices, and ensuring budget limits are adhered to.</li><li>Assist in the preparation of materials for planning, budgeting, and forecasting meetings.</li></ul><p><br></p>
We are looking for an experienced Tax Manager with expertise in the trust and estate domain to join our dedicated services team in Green Bay, Wisconsin. As a nationally recognized firm, we serve a diverse range of clients, providing specialized tax solutions for estates, trusts, and related areas. This role offers an opportunity to work closely with law firms and other reputable organizations, delivering high-quality design and administration services.<br><br>Responsibilities:<br>• Lead comprehensive tax planning and compliance efforts for trusts, estates, and fiduciary entities.<br>• Manage the preparation and review of tax filings, including Forms 1041, 709, and 706.<br>• Provide expert guidance on estate tax matters and strategies to minimize tax liabilities.<br>• Collaborate with legal experts and other firms to design effective estate plans.<br>• Handle tax-related aspects of entity formation and restructuring.<br>• Conduct research and obtain private letter rulings (PLRs) in the areas of trusts, estates, and IRAs.<br>• Oversee annual income tax provisions and ensure compliance with regulatory standards.<br>• Support clients with trust and estate administration, ensuring accurate tax reporting.<br>• Mentor team members at the entry level, fostering growth and development.<br>• Stay updated on changes in tax laws and regulations to provide informed advice to clients.
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p>We are looking for a dedicated and skilled Assistant Controller to join our team in Honolulu, Hawaii. This role is pivotal in supporting our financial operations by managing accounting processes, preparing detailed reports, and ensuring compliance with relevant regulations and standards. The successful candidate will bring strong leadership abilities and a deep understanding of financial practices, particularly within the hospitality industry. If interested in this opportunity, please call Noe Silva at 808.452.0264. Preference will be given to applicants currently residing in Hawaii due to the nature of the job requirements.</p><p><br></p><p>Responsibilities:</p><p>• Manage month-end, quarter-end, and year-end close processes to ensure accurate and timely financial reporting.</p><p>• Prepare financial statements, budgets, forecasts, and conduct variance analyses to support strategic decision-making.</p><p>• Monitor cash flow, revenues, and expenditures to ensure alignment with organizational financial goals.</p><p>• Implement and maintain compliance with tax regulations, accounting standards, and industry-specific requirements.</p><p>• Lead and mentor the accounting team, fostering growth and optimizing departmental efficiency.</p><p>• Collaborate with department managers to develop budgets and evaluate financial performance.</p><p>• Facilitate external audits by organizing necessary documentation and responding to auditor inquiries.</p><p>• Analyze financial data to identify areas for cost reduction and revenue enhancement.</p><p>• Drive improvements in accounting processes and systems to increase overall efficiency.</p>
<p>Our client is a leader in the industrial real estate sector, managing a growing portfolio of properties with precision and excellence. We're seeking a highly skilled <strong>Senior Property Controller</strong> to lead the Property Accounting Group, shaping its growth and driving financial excellence across their asset portfolio. As the Senior Controller, you will play a pivotal role in overseeing the financial management of their properties. This position is perfect for a seasoned property accounting professional, ideally with a background in public accounting and experience in large commercial or industrial real estate firms. You will lead a dedicated team, manage the financial lifecycle of assets, and establish policies and procedures to ensure operational excellence as we expand.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Yardi Administration: Oversee the Yardi platform, including entity creation, workflow maintenance, and ensuring system efficiency.</li><li>Team Leadership: Manage a team of 5, fostering a culture of collaboration and growth.</li><li>Month-End Close: Establish and oversee a robust month-end close process, including bank reconciliations, accruals, and supporting balance sheet accounts. Investigate and resolve account activity discrepancies.</li><li>Reporting: Compile comprehensive monthly reporting packages and other required reports.</li><li>Transaction Oversight: Assist in recording property-related transactions, including acquisitions, sales, and refinancing.</li><li>Due Diligence: Support due diligence efforts for acquisitions, dispositions, and other strategic projects.</li><li>Process Improvement: Lead initiatives to enhance internal controls and operational efficiencies, supporting the company's growth strategy.</li><li>Budgeting & Forecasting: Assist with annual budgets, CAM reconciliations, and financial forecasting.</li><li>Collaboration: Partner with the fund accounting team to address and resolve consolidation issues.</li></ul><p><strong>Why Join The Team?</strong></p><ul><li>Be part of a fast-growing company at the forefront of the industrial real estate sector.</li><li>Lead and develop a high-performing team in a dynamic and collaborative environment.</li><li>Contribute to exciting projects and initiatives that directly impact our growth and success.</li></ul><p><br></p><p>If you’re a motivated accounting professional with a passion for real estate and a desire to lead, apply today!</p><p><br></p><p><br></p>
<p>We are looking for an experienced Controller to oversee and manage the financial operations of our organization in Arlington, Washington. This role involves supervising key departments, ensuring compliance with regulations, and driving long-term financial planning and operational efficiency. The ideal candidate will have a strong background in accounting, leadership, and financial systems.</p><p><br></p><p>Responsibilities:</p><p>• Lead and oversee the daily operations of accounting, audit, cage, and count departments to ensure accuracy and efficiency.</p><p>• Collaborate in developing company policies and establishing long-term financial goals and objectives.</p><p>• Analyze and reconcile general ledger accounts, ensuring accurate balances and adherence to established procedures.</p><p>• Prepare and monitor monthly financial statements, including balance sheets, income statements, and cash flow reports.</p><p>• Supervise budget management, work with department heads to address variances, and ensure proper allocation of resources.</p><p>• Conduct detailed analyses of costs, operations, and forecast data to assess departmental progress.</p><p>• Ensure compliance with tribal, state, and federal regulations while safeguarding company assets.</p><p>• Recruit, train, and develop staff, emphasizing auditing, internal controls, customer service, and hospitality.</p><p>• Create and implement training programs to enhance team performance and ensure procedural understanding.</p><p>• Manage employee relations, including hiring, performance evaluations, and addressing workplace challenges.</p><p><br></p><p>The salary range for this position is $110,000 to $130,000.</p><p><br></p><p>Benefits:</p><p>M/D/V</p><p>401k + match</p><p>2 weeks PTO to start</p><p>9 paid holidays</p><p><br></p>
We are looking for an experienced Senior Finance Manager to join our team in Denver, Colorado. This role is ideal for a strategic thinker with a strong background in financial management and reporting who thrives in a dynamic environment. You will play a key role in overseeing financial operations, ensuring accuracy, and driving business performance.<br><br>Responsibilities:<br>• Lead the development and execution of annual budgeting processes to align with organizational goals.<br>• Oversee month-end closing activities, ensuring timely and accurate reconciliation of accounts.<br>• Prepare detailed financial reports and analyses to support decision-making processes.<br>• Manage cash flow forecasting to ensure the organization’s liquidity and financial health.<br>• Collaborate with teams to establish and refine budgetary controls and processes.<br>• Utilize SAP to streamline financial operations and reporting.<br>• Monitor financial performance and provide actionable insights to enhance profitability.<br>• Ensure compliance with financial regulations and internal policies.<br>• Act as a key advisor to leadership on financial strategies and risk management.<br>• Identify opportunities for process improvements within financial systems and workflows.
We are looking for an experienced and dynamic leader to serve as the Head of Credit Policy in Overland Park, Kansas. This pivotal role is part of the Senior Risk Leadership Team and involves spearheading the development, implementation, and oversight of the company’s credit policies. The ideal candidate will possess a strong background in commercial underwriting, expertise in regulatory compliance within commercial lending, and proven experience in building and leading credit risk management frameworks.<br><br>Responsibilities:<br>• Lead the design, documentation, and implementation of comprehensive credit risk policies tailored to the company’s objectives, ensuring alignment with regulatory requirements and market conditions.<br>• Regularly evaluate and update credit policies to reflect changes in business operations, legal regulations, and industry trends.<br>• Collaborate with underwriting teams, legal, compliance, and decision sciences departments to ensure cohesive credit risk management strategies.<br>• Guide and oversee the development of scalable credit decisioning tools and processes that balance growth objectives with risk management.<br>• Train and support underwriters by developing robust training programs to enhance credit skills and maintain policy consistency.<br>• Conduct audits and quality assessments of underwriting work to ensure adherence to credit risk policies and high standards.<br>• Serve as a voting member of the Senior Credit Committee, providing expertise in evaluating high-value commercial credit applications.<br>• Lead quarterly assessments of credit programs and portfolios, presenting findings and recommendations to the executive leadership team.<br>• Monitor discretionary credit authority limits, reviewing performance and recommending adjustments where necessary.<br>• Ensure compliance with state and federal credit regulations, preparing detailed reports for executive management.
<p>We are in the process of recruiting a Plant Controller for our client in East Texas. The selected candidate will be instrumental in handling the plant's financial matters and utilizing their skills in Sage 100.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage all financial aspects of the plant operations.</p><p>• Utilize Sage 100 software for various financial tasks and processes.</p><p>• Develop and implement financial strategies to support business objectives.</p><p>• Prepare and present financial reports and metrics to management.</p><p>• Monitor and analyze plant performance and expenditures.</p><p>• Collaborate with other departments to develop budgets and financial plans.</p><p>• Ensure compliance with all relevant financial regulations and standards.</p><p>• Implement cost-saving measures and efficiency improvements.</p><p>• Identify areas of financial performance improvement.</p><p>• Lead and manage the financial team at the plant.</p>
<p><strong>Job Summary:</strong></p><p>We’re looking for an experienced, hands-on Controller to join a privately owned group of businesses and take full ownership of internal financial operations. The goal: provide real-time insight into company performance with monthly financials and job-level reporting.</p><p>The ideal candidate is a grounded, hardworking professional—someone with strong financial acumen who can explain numbers clearly and wants to be a true partner to the business</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Prepare and analyze monthly financial statements</strong> across multiple entities (QuickBooks Desktop)</li><li><strong>Lead job costing and work-in-progress (WIP) tracking for projects</strong></li><li><strong>Deliver accurate and timely financials</strong>, including key deadlines </li><li>Manage <strong>year-end close</strong> and coordinate with external CPA firm on <strong>tax</strong> and <strong>property filings</strong></li><li><strong>Supervise and support two direct reports</strong> handling payroll, AP/AR, billing reconciliation, and job cost accuracy</li><li>Help the Owner and President understand financials by <strong>explaining accounting in plain language</strong></li><li><strong>Collaborate with leadership to analyze project performance</strong> and <strong>profitability</strong></li></ul><p><br></p>
We are looking for an experienced and hands-on Controller to join a dynamic start-up based in Phoenix, Arizona. In this role, you will lead and oversee critical accounting functions across multiple operating locations, ensuring financial accuracy and driving process improvements. This is a fantastic opportunity for a skilled and detail-oriented individual ready to make a significant impact in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee key accounting functions, including accounts payable, billing, collections, fleet management, revenue recognition, and internal controls.<br>• Conduct daily reviews of invoice accuracy, commission validation, and pricing compliance to maintain financial integrity.<br>• Support multi-location operations through reconciliations, compliance reporting, and audit preparation.<br>• Collaborate with general managers and leadership to identify and implement corrective actions and process improvements.<br>• Prepare budgets, forecasts, and financial analyses to guide executive decision-making.<br>• Develop and monitor key performance indicators (KPIs) to assess financial performance across locations.<br>• Ensure compliance with regulatory requirements and support audits to uphold organizational standards.<br>• Lead and mentor accounting staff, fostering growth and enhancing team productivity.<br>• Identify and implement system or workflow enhancements to streamline accounting operations.
