<p>We’re seeking a skilled Credit Analyst to evaluate credit applications, support collections, and help manage financial risk. This role is ideal for someone with strong analytical skills, sound judgment, and the ability to manage multiple priorities in a fast‑paced environment.</p><p></p><p>Key Responsibilities</p><ul><li>Evaluate and grade credit applications; prepare internal reports.</li><li>Underwrite credit transactions </li><li>Develop models to identify credit trends and assess financial risk.</li><li>Monitor active files daily; communicate updates to internal teams and dealers.</li><li>Manage the full credit application process from receipt to funding.</li><li>Gather and update credit score data for quarterly scorecards.</li><li>Provide training to entry-level credit staff.</li><li>Recommend process improvements and support administrative needs.</li></ul><p><br></p><p><br></p><p><br></p><p><br></p>
<p>POTENTIAL HYBRID FLEX</p><p>Robert Half Finance & Accounting has partnered with a highly successful financials institution as they look to add an experienced Sr. Credit Analyst to their team. As the successful candidate, you'll take the lead on analyzing new and complex commercial loan requests, identifying and managing credit risk, and ensuring all credits align with bank policy and regulatory guidelines. You’ll partner closely with loan officers, structure sound credit solutions, and present findings to leadership. Key responsibilities include deep financial analysis, independent industry research, managing loan presentations, overseeing the commercial appraisal and secondary market QC programs, and supervising junior analysts.</p><p><br></p><p>This role does offer eventual hybrid flex! </p>
<p>100,000 - 115,000</p><p><br></p><p>benefits:</p><ul><li>hybrid</li><li>health</li><li>dental</li><li>vision</li><li>paid time off</li></ul><p><strong>Hybrid Opportunity: 3 Days in Office / 2 Days Remote</strong></p><p>Are you dynamic and detail-oriented with 4+ years of experience in Commercial Real Estate (CRE) and Commercial & Industrial (C& I) lending? Do you thrive in a collaborative environment where your analytical skills and strategic insights make a measurable impact? If so, we have the perfect opportunity for you!</p><p><strong>Position Overview:</strong></p><p>Our regional banking client in Edison is seeking a <strong>Senior Credit Analyst</strong> to join the company and play a pivotal role in evaluating, analyzing, and structuring complex credit opportunities. In this position, you’ll assess and support a diverse portfolio of CRE and C& I loans, ensuring sound financial decision-making aligned with the bank’s strategic objectives.</p><p><strong>What You’ll Do:</strong></p><ul><li>Conduct detailed credit analysis, including financial statement reviews, cash flow projections, and risk assessments, for CRE and C& I loan applicants.</li><li>Prepare clear and concise credit memos and recommendations for loan committees.</li><li>Monitor and manage loan portfolios to ensure credit quality and compliance with banking regulations.</li><li>Collaborate with Relationship Managers and other internal teams to provide tailored solutions for clients.</li><li>Stay updated on market trends, industry developments, and regulatory changes impacting credit and lending practices.</li></ul><p><strong>What is Required:</strong></p><ul><li><strong>Experience:</strong> 4+ years of hands-on experience in CRE and C& I lending.</li><li><strong>Skills:</strong> Strong financial analysis, underwriting, and risk assessment capabilities; proficiency in relevant financial and banking systems.</li><li><strong>Knowledge:</strong> Deep understanding of credit policies, loan structuring, and banking regulations.</li><li><strong>Attributes:</strong> Excellent communication skills, a team-oriented mindset, and the ability to work effectively in a hybrid environment.</li></ul><p><strong>Work Perks:</strong></p><ul><li><strong>Flexibility:</strong> Enjoy a hybrid schedule with 3 days in the office and 2 days working from home.</li><li><strong>Growth-Oriented Culture:</strong> Join a company that values development and invests in your career.</li><li><strong>Competitive Compensation:</strong> Market-leading salary and benefits package tailored to attract top talent.</li></ul><p>The company offers and excellent compensation and benefits plan with opportunity to advance your career. To apply email a resume to Robert Half. Or call Rich Singer, CPA at 848-202-7970 to discuss this excellent opportunity. </p>
<p>The Sr. Credit Analyst in Commercial and Industrial (C& I) Lending is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. They will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul><p><br></p>
<p>A busy company in the Caldwell area is seeking a Credit Analyst to join their growing organization. This Credit Analyst will get the chance to join a growing team that offers career growth and work schedule flexibility. This Credit Analyst role is responsible for evaluating the creditworthiness of individuals or businesses by performing in-depth analysis of financial statements, cash flow, and overall financial health. The ideal Credit Analyst will possess strong financial analysis skills, sound judgment, and the ability to interpret complex financial data to support informed lending and credit decisions. Other responsibilities of this Credit Analyst will include but not be limited to:</p><p><br></p><p><strong>Credit Analyst Key Responsibilities</strong></p><ul><li>Perform comprehensive analysis of financial statements, including income statements, balance sheets, and statements of cash flow.</li><li>Evaluate profitability, liquidity, leverage, and solvency through ratio analysis and trend analysis.</li><li>Assess cash flow adequacy and debt service coverage to determine repayment capacity.</li><li>Review tax returns, bank statements, aging reports, and supporting financial documentation.</li><li>Identify financial risks, inconsistencies, and red flags within financial reports.</li><li>Prepare detailed credit memos summarizing financial analysis, risk assessment, and recommendations.</li><li>Conduct industry and market research to support credit evaluations.</li><li>Monitor existing credit exposures and reassess financial performance on a periodic basis.</li><li>Collaborate with sales, underwriting, and senior leadership to support credit decisions.</li><li>Maintain compliance with internal credit policies and regulatory requirements.</li><li>Assist in developing and refining credit risk assessment models and procedures.</li></ul><p>This Credit Analyst position is paying between $85,000 and $95,000 annually depending on experience. If interested in this Credit Analyst role, apply today! </p>
We are looking for an experienced Credit Analyst to join our team on a long-term contract basis in Loveland, Colorado. In this role, you will be responsible for analyzing creditworthiness, managing collections, and supporting commercial credit processes within the manufacturing industry. If you have a passion for financial analysis and enjoy working in a dynamic environment, we encourage you to apply.<br><br>Responsibilities:<br>• Conduct detailed credit analyses to assess the financial stability and risk levels of clients.<br>• Manage and oversee commercial collections processes to ensure timely payments.<br>• Review and process credit applications, ensuring compliance with company policies.<br>• Generate and analyze credit reports to support decision-making processes.<br>• Collaborate with internal teams to streamline eCommerce credit operations.<br>• Provide recommendations based on consumer credit evaluations.<br>• Maintain accurate records and documentation related to credit and collection activities.<br>• Monitor credit limits and assist in resolving discrepancies.<br>• Communicate effectively with clients to address credit-related inquiries.
<p><strong>Position: Commercial/Corporate Relationship Manager</strong></p><p> <strong>Location:</strong> Louisville, KY</p><p> <strong>Employment Type:</strong> Full-Time</p><p><strong>Overview:</strong></p><p> We are seeking a dedicated and proactive Commercial/Corporate Relationship Manager to drive business growth and manage client relationships. This role requires a strategic thinker with strong communication skills, commercial lending knowledge, and a commitment to excellence in client service and community engagement.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Source, develop, and document calls on existing clients, prospective clients, and referral sources to generate new business opportunities.</li><li>Negotiate and structure new loan terms and manage renewal opportunities.</li><li>Collaborate with Treasury Management to identify and structure depository solutions.</li><li>Manage portfolio delinquencies within assigned loan portfolios and support collections on past-due loans.</li><li>Partner with Merchant Services and Purchasing/Credit Card teams to develop business opportunities.</li><li>Obtain and review annual financial statements for commercial credit analysis.</li><li>Respond to referrals from Executive Management, Directors, clients, and other sources.</li><li>Maintain and enhance relationships with clients and referral sources.</li><li>Support internal and external audit functions as related to commercial lending activities.</li><li>Share suggestions to improve commercial lending initiatives and processes.</li><li>Support other departments and foster cooperative, professional relationships across the organization.</li><li>Learn and apply the credit culture to present appropriate credit recommendations for approval.</li><li>Maintain a working knowledge of relevant compliance requirements and regulations; assist with implementation as needed.</li><li>Model and foster behaviors aligned with organizational values, creating an atmosphere of trust, accountability, and dedication.</li><li>Participate in community engagement through volunteerism on civic and non-profit boards.</li><li>Perform additional duties and special projects as assigned.</li></ul><p><br></p><p><strong>Why Join Us:</strong></p><p> We value our associates, clients, and communities. We offer opportunities for growth, a collaborative work environment, and the chance to make a tangible impact in the commercial banking sector.</p><p><br></p><p><strong>To Apply:</strong></p><p> Interested candidates should submit a resume and cover letter highlighting relevant experience and qualifications.</p>
We are looking for a detail-oriented Credit Balance AR Analyst III to join our team in Land O’ Lakes, Florida. In this critical role, you will focus on managing accounts receivable processes, particularly credit balances, within a healthcare setting. This is a contract-to-permanent opportunity offering hands-on experience with advanced accounting systems and the chance to collaborate with various teams to optimize financial operations.<br><br>Responsibilities:<br>• Analyze and resolve duplicate payments that result in credit balances, identifying root causes and implementing corrective actions.<br>• Ensure vendors are properly set up in the accounts payable system to facilitate refund processing.<br>• Monitor and reconcile credit balance activity across patient accounting systems and accounts payable systems, ensuring data accuracy and consistency.<br>• Generate and review dashboards and reports to track and visualize credit balance activity.<br>• Use tools such as SharePoint, Beacon, and R to support data analysis and reporting needs.<br>• Collaborate with the data analytics team to create visualizations and graphs related to credit balance trends.<br>• Work at the transactional level to ensure proper selection and monitoring of transactions that roll up to general ledger accounts.<br>• Partner with home office accounting and treasury teams to address financial discrepancies and improve processes.<br>• Support the transition to new accounting systems, including Oracle Fusion, by learning and applying system functionalities effectively.
<p>Jenny Bour with Robert Half is working with a manufacturing company that is looking for a detail-oriented <strong>Accounts Receivable Specialist </strong>to join their finance team in Lancaster, New York. In this role Accounts Receivable Specialist role, you will manage key aspects of invoicing, accounts receivable functions, and customer account maintenance. As an Accounts Receivable Specialist, you will collaborate with various departments to ensure accurate financial records and provide essential support in monthly closing activities.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Process invoices and oversee accounts receivable controls to ensure timely and accurate billing.</li><li>Enter credit memos and billing orders into the Manufacturing Pro system, ensuring accuracy and avoiding duplication.</li><li>Collaborate with the shipping manager and sales administrators to address invoicing and credit-related matters.</li><li>Maintain the daily invoice control log to track numbering and ensure records are up-to-date.</li><li>Set up new customer accounts in the Manufacturing Pro system following approval and established procedures.</li><li>Assist the Credit Analyst with financial tasks as needed.</li><li>Respond to customer requests for invoice copies promptly and professionally.</li><li>Apply cash payments and generate sales reports when necessary.</li><li>Work independently and communicate effectively with team members after completing training.</li></ul>
We are looking for an experienced Credit Manager to join our team in Richardson, Texas. In this role, you will oversee credit and collections operations, ensuring financial risks are managed effectively and company policies are upheld. This position requires strong leadership skills to guide a team, optimize processes, and maintain excellent relationships with clients.<br><br>Responsibilities:<br>• Lead and supervise the activities of credit analysts to ensure efficient collection operations.<br>• Monitor and report on key performance indicators, including bad debt, cash forecasting, and other financial metrics.<br>• Collaborate with the sales team to streamline order processing while mitigating financial risks.<br>• Develop and enforce collection policies and procedures in line with company guidelines.<br>• Resolve disputes related to receivables and ensure accounts are reconciled accurately.<br>• Negotiate payment terms and oversee financial workout agreements with clients.<br>• Utilize technology to enhance the efficiency of collection processes and workflows.<br>• Support month-end close procedures, including reconciliation of accounts receivable, preparation of journal entries, and analysis of bad debt reserves.
<p>Treasury Analyst – Family Office Practice</p><p>The Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
<p>We are looking for a skilled Accounts Payable Analyst to join our team in Monmouth County, New Jersey. In this long-term contract position, you will play a critical role in ensuring timely and accurate processing of invoices, payments, and store credits while maintaining compliance with company policies. This role offers an excellent opportunity to collaborate with various departments and vendors to streamline financial operations and address inquiries.</p><p><br></p><p>Responsibilities:</p><p>• Process invoices and payments in accordance with company policies and procedures to ensure compliance.</p><p>• Review and input invoices into the system after securing the required authorizations.</p><p>• Collaborate with merchandising department leaders to resolve credit issues, rejected invoices, and items under review.</p><p>• Track store credit requests and manual credit processing, managing high volumes of transactions weekly.</p><p>• Maintain accurate and timely communication with vendors regarding store credits and payments.</p><p>• Work closely with the IT department to address system-related issues and ensure smooth operations.</p><p>• Build and sustain strong relationships with store operators and vendors, promptly addressing inquiries and concerns.</p><p>• Request and monitor monthly vendor statements to guarantee timely payment and accurate records.</p><p>• Research vendor accounts and respond professionally to inquiries while maintaining positive relationships.</p><p>• Support financial close activities, including expense accruals and open invoice management.</p>
<p>We are seeking an experienced and strategic <strong>Credit Manager</strong> to lead the credit and collections function for a large-scale manufacturing organization with a diverse customer base and high transaction volume. This role plays a critical part in protecting cash flow, minimizing credit risk, and supporting profitable growth across domestic and international markets. The Credit Manager will partner closely with Sales, Customer Service, Operations, and Finance leadership to establish credit policies that balance risk management with customer relationships—while leading a high-performing credit team in a fast-paced, complex environment.</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>Key Responsibilities</p><ul><li>Lead and oversee the company’s credit and collections operations for a high-volume, multi-entity manufacturing business</li><li>Establish, implement, and continuously improve credit policies, procedures, and internal controls</li><li>Evaluate customer creditworthiness through financial analysis, credit reports, trade references, and industry trends</li><li>Set and manage customer credit limits and payment terms aligned with company risk tolerance</li><li>Drive timely collections and resolution of disputed accounts while maintaining strong customer relationships</li><li>Monitor accounts receivable aging, DSO, bad debt exposure, and overall credit risk metrics</li><li>Partner with Sales and Customer Service to support new customer onboarding and complex contract terms</li><li>Manage escalations related to delinquent accounts, including legal actions, liens, or third-party collections when necessary</li><li>Prepare and present credit risk analysis and reporting to senior finance leadership</li><li>Lead, mentor, and develop a team of credit analysts and collections professionals</li><li>Support audits and ensure compliance with SOX, internal policies, and regulatory requirements</li></ul><p><br></p>
<p>We are looking for a detail-oriented AML/KYC Analyst to join a team in Newark, Delaware. This contract to long-term position offers an exciting opportunity to contribute to the financial services industry by conducting thorough due diligence and compliance reviews. The ideal candidate will ensure adherence to credit policies and regulatory requirements.</p><p><br></p><p>Responsibilities:</p><p>• Conduct in-depth Enhanced Due Diligence (EDD) investigations for commercial loan borrowers, ensuring compliance with credit policies and regulatory standards.</p><p>• Perform thorough reviews of new and existing client relationships, ensuring accuracy and completeness of documentation.</p><p>• Review and assess potential negative news alerts for new clients and during periodic client reviews, escalating findings when necessary.</p><p>• Evaluate prospect client profiles prior to onboarding, providing well-supported recommendations to relevant stakeholders.</p><p>• Utilize internal banking systems and external research tools to gather, analyze, and document investigation findings.</p><p>• Collaborate with team members and other departments to resolve discrepancies and gather additional information if required.</p><p>• Provide timely and well-supported decisions during investigations, ensuring compliance with the Patriot Act and other applicable regulations.</p><p>• Maintain up-to-date knowledge of industry standards and complete required training programs.</p><p>• Support quality assurance efforts to uphold the integrity of the KYC program.</p><p>• Perform additional duties as assigned to support the team and organizational goals.</p>
We are looking for a skilled Financial Analyst/Manager to join our team in Houston, Texas. This role is integral to driving financial planning, analysis, and decision-making across the organization. The ideal candidate will utilize their expertise in forecasting, budgeting, and private equity to deliver valuable insights and strategies to senior leadership.<br><br>Responsibilities:<br>• Manage and oversee the budgeting, forecasting, and long-term financial planning processes to support organizational goals.<br>• Conduct in-depth variance analysis to identify trends and provide actionable recommendations to senior management.<br>• Develop and maintain financial models to evaluate private equity investments and other strategic initiatives.<br>• Prepare and present detailed financial reports and performance data to executives and stakeholders.<br>• Supervise cash flow forecasting and oversee processes related to letters of credit.<br>• Ensure compliance with financial regulations and statutory requirements in all practices.<br>• Utilize advanced Excel and other financial systems to optimize data analysis and reporting.<br>• Collaborate with senior leadership to align financial strategies with business objectives.<br>• Provide timely and accurate financial insights to support decision-making processes.<br>• Lead presentations of financial projections and findings to stakeholders and senior executives.
<p>We are looking for an experienced Accounts Receivable Analyst to join our client's team in St. Paul, Minnesota. This long-term contract position offers an exciting opportunity to manage key aspects of accounts receivable, including invoicing, collections, and compliance. The ideal candidate will bring strong analytical skills and a detail-oriented approach to ensure accuracy and efficiency in all financial processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable functions, including invoicing, payment applications, and account adjustments.</p><p>• Oversee credit and collections efforts, ensuring timely follow-up on past due accounts while adhering to company policies.</p><p>• Administer vendor compliance and maintain accurate records for new and existing vendors.</p><p>• Process and record purchase orders, vendor waivers, and job closings with precision.</p><p>• Develop and implement credit and billing policies tailored to business needs, revising procedures as necessary.</p><p>• Provide training and guidance to team members on billing and collection processes.</p><p>• Collaborate with internal departments to address customer inquiries and resolve billing issues promptly.</p><p>• Support legal efforts related to collections, including court appearances or site visits if required.</p><p>• Enhance cash forecasting and collections processes to optimize accounts receivable management.</p><p>• Utilize advanced Excel skills to create and maintain complex spreadsheets for financial analysis.</p><p><br></p><p>*Please note that all candidates are required to provide 2 recent supervisor or manager references in order to be considered for employment.</p><p> </p><p>Please submit your resume and call 651-293-3973 for review and consideration.</p>
<p>Our client is seeking a highly detail‑oriented <strong>Revenue Accountant/Analyst</strong> to support key Order‑to‑Cash and trade promotion accounting activities for 3-4 months. This role is ideal for a proactive professional who enjoys investigating granular issues, partnering cross‑functionally, and managing complex revenue‑related workflows. </p><p><br></p><p>The position follows a hybrid schedule with on‑site days in Berkeley, CA.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><ul><li>Support billing, credit, and collections activities by maintaining current open receivables and resolving payment delays</li><li>Review open orders and approve shipments based on credit status</li><li>Collaborate with internal teams to resolve issues involving billing, EDI, deductions, pricing, or delivery discrepancies</li><li>Research, code, and resolve customer deductions related to trade promotions and supply‑chain charges</li><li>Maintain low aged deduction balances and ensure proper P& L expensing</li><li>Analyze customer‑level P& L activity, variance drivers, and adherence to policies or budget</li><li>Monitor trade promotion spend and identify anomalies or unplanned expenses</li><li>Partner with Sales and Finance to review weekly and monthly revenue‑related updates</li><li>Support monthly close with reconciliations, journal entries, and reporting</li><li>Participate in team projects and provide subject‑matter expertise in trade spend and revenue accounting</li></ul>
<p><strong>Accounts Receivable Specialist – </strong></p><ul><li>Make daily collection calls and send email correspondence to customer Accounts Payable departments.</li><li>File claims and manage account actions using customer web portals.</li><li>Monitor customer account details for non-payment, delayed payment, and irregularities.</li><li>Send customer statements and invoice copies to resolve outstanding balances.</li><li>Process daily deductions, including identification, validation, and dispute resolution.</li><li>Minimize deductions by ensuring compliance procedures are communicated across relevant departments.</li><li>Collaborate with Sales and Trade Management teams on client-related issue resolution.</li><li>Compile and organize supporting documentation for validation and dispute processes.</li><li>Identify and implement process improvements as needed.</li><li>Process customer receipts (ACH, wire, credit card, checks) according to established procedures.</li><li>Reconcile customer accounts weekly and monthly; investigate and resolve discrepancies.</li><li>Assist with cash application of customer payments and account allocations.</li><li>Develop and manage recovery timelines; document and execute collection efforts.</li><li>Professionally communicate with clients regarding invoicing issues and outstanding payments via phone, email, or online portals.</li><li>Support Senior Manager and team members with ad hoc requests and special projects.</li><li>Analyze aged receivable reports to spot trends and identify risk accounts.</li><li>Assist in internal and external audit requests related to accounts receivable.</li></ul><p><strong>Critical Skills</strong></p><ul><li>Demonstrate professionalism and maintain confidentiality while handling multiple tasks accurately and efficiently.</li><li>Strong analytical and strategic thinking skills with proven problem-solving ability.</li><li>Effective negotiating and decision-making skills.</li><li>Proficiency in math, logical deduction, and business communication (written & verbal).</li><li>Adaptability to changing priorities, unexpected events, and frequent interruptions.</li><li>Capacity to communicate professionally across business units, customers, and vendors.</li><li>Ability to navigate challenging situations with consistent professionalism.</li><li>Independent prioritization and management of workload to meet deadlines, including flexibility for ad hoc and period-end close requests.</li><li>Positive and professional attitude.</li><li>Ability to train, assist, and mentor team members while adhering to credit and collection policies.</li></ul><p><br></p>
We are looking for an experienced Financial Analyst to join our team in Austin, Texas. This is a long-term contract position offering the opportunity to work remotely while contributing to high-level financial operations. The ideal candidate will excel in analyzing complex financial data, managing risk, and supporting loan structures within a dynamic and regulated market environment.<br><br>Responsibilities:<br>• Conduct detailed financial analyses, including variance analysis and financial modeling, to support decision-making processes.<br>• Manage and monitor loan portfolios, focusing on risk assessment, delinquency trends, and covenant compliance.<br>• Prepare and submit structured reports related to collateral performance, securitization processes, and investor funding facilities.<br>• Utilize advanced data mining techniques and tools, such as SQL and Python, to streamline reporting and enhance accuracy.<br>• Collaborate with cross-functional teams, including credit, underwriting, treasury, and capital markets, to ensure compliance and resolve diligence exceptions.<br>• Develop and maintain dashboards and automated reporting systems to improve data integrity and reconciliation.<br>• Support audit and regulatory requirements by validating loan-level data and enforcing internal controls.<br>• Analyze and interpret market trends to provide insights into Non-QM loan execution and secondary market operations.<br>• Ensure adherence to financial regulations and internal policies while maintaining high standards of accuracy.<br>• Partner with stakeholders to address portfolio surveillance and risk monitoring needs.
<p>Treasury Analyst </p><p>Boston, MA</p><p>Hybrid schedule</p><p>55k - 80k (plus bonus)</p><p><br></p><ul><li>Initiate ACH transfers and wires</li><li>Liaise with banking relationships to ensure best in class offerings and support, and assess new providers/platforms, as necessary</li><li>Assist with cash and brokerage account openings</li><li>Monitor account balances across multiple platforms to ensure account holders are meeting operating cash needs and addressing FDIC limits</li><li>Assist entity team with the preparation and review of investor capital call and distribution memos</li><li>Assist with the preparation of Form 1099 where needed</li><li>Daily/monthly bank and custody reconciliations for various funds and individual clients</li><li>Assist in management of lines of credit including paydowns, expenses and related documentation</li><li>Adhere to practice controls policy and assist external auditors with controls testing</li></ul>
<p>Our client is looking for an experienced Risk Analyst to join their team in the Bordentown, New Jersey area. In this role, you will play a critical part in identifying, assessing, and mitigating risks across various domains within the organization. You will collaborate with senior management to ensure effective governance and regulatory compliance while supporting the organization's strategic goals.</p><p><br></p><p>Salary is 120,000 - 140,000. </p><p><br></p><p>Benefits include health insurance, 401k, and PTO. </p><p><br></p><p>Responsibilities:</p><p>• Oversee the organization's enterprise risk management initiatives, including credit, market, compliance, and operational risk programs.</p><p>• Continuously monitor and evaluate risk management activities to ensure alignment with the organization’s mission and strategic objectives.</p><p>• Enhance enterprise risk management processes and systems to improve efficiency in risk assessments.</p><p>• Lead discussions within the Enterprise Risk Management Committee and provide solutions to address risk-related challenges.</p><p>• Identify and verify risk areas within the organization, ensuring comprehensive risk assessments are conducted.</p><p>• Develop risk assessments for new products or significant modifications to existing offerings.</p><p>• Serve as a subject matter expert to guide departmental leaders in implementing effective governance and risk management strategies.</p><p>• Analyze and report on key risks and their interdependencies, helping senior management maintain a focus on robust risk management.</p><p>• Ensure compliance with regulatory requirements and industry standards related to risk management.</p>
<p><em>The salary range for this position is $85,000- $87,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected].</em></p><p><br></p><p>Is your current job giving “all-work-no-play” when it should be giving “work-life balance + above market pay rates”? </p><p><br></p><p><strong>Job Description:</strong></p><p>The Accounts Payable (AP) Analyst manages the company’s outgoing expenses and ensures all invoices are processed and paid accurately, timely, and in compliance with company policies. This role is accountable for end-to-end AP processing, vendor relations, monthly reconciliations, and issue resolution, partnering closely with Accounting, Operations, and cross-functional teams. </p><p> </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><p>• Invoice Intake & Verification - Receive, review, and validate invoices and employee expense reports for accuracy, proper coding, approvals, and supporting documentation. </p><p>• Payment Processing - Prepare and execute payments (ACH, wires, checks) per company policy and schedule and in compliance with the company’s internal controls. </p><p>• Vendor Management - Maintain vendor master data (W-9s/1099 designations, banking instructions); respond to vendor inquiries; track and reconcile outstanding credit memos. </p><p>• Month-End Close Support - Reconcile AP subledger to the general ledger; prepare AP accruals; confirm payable reports to ensure amounts paid were accurate; support schedules for audits. </p><p>• Compliance & Controls - Uphold AP policies/procedures; support 1099 year-end reporting; contribute to process improvements and automation initiatives. </p><p>• Treasury – Support treasury activities by managing bank account maintenance, preparing and submitting bank documentation, coordinating responses to KYC inquiries, and monitoring bank account fees. </p><p>• Cross-Functional Collaboration - Partner with Accounting, Procurement, and business teams to resolve issues, improve cycle times, and sustain vendor relationships. </p><p>• Perform other duties as assigned. </p><p><br></p>
<p>We are looking for a Treasury Analyst to join our team in Spokane, Washington. In this role, you will oversee and optimize the company’s financial operations, focusing on cash flow and risk management. Collaborating with finance professionals, you will provide insights that support strategic decision-making and ensure effective treasury management.</p><p><br></p><p>Responsibilities:</p><p>• Handle corporate borrowing processes, including payments for principal amounts, commitment fees, letters of credit, and interest expenses.</p><p>• Conduct daily calculations for borrowing, repayments, and cash conversions to ensure sufficient cash availability for operational needs.</p><p>• Update cash flow forecasts regularly and develop financial models to improve reporting and analysis of cash and debt.</p><p>• Identify and address cash shortages or surpluses by monitoring established thresholds and escalating concerns as necessary.</p><p>• Collaborate with cross-departmental teams to support strategic growth initiatives and corporate development.</p><p>• Prepare comprehensive treasury reports detailing cash flow, liquidity, and overall financial performance.</p><p>• Process bank changes and ensure supplier onboarding is accurate and timely.</p><p>• Implement new treasury technologies and processes to enhance departmental efficiency.</p><p>• Review and recommend updates to existing treasury policies to align with best practices and organizational needs.</p><p>• Act as a liaison during audits by gathering and providing necessary data for borrowing base reports and compliance reviews.</p><p><br></p><p>BENEFITS OFFERED:</p><p>-SALARY RANGE: $70 - 80k</p><p>- Healthcare Benefits: Medical/Dental/Vision </p><p>- Other Insurance: AD& D, Short and Long Term Disability, Life Insurance</p><p>- Retirement Plan: 401k plus company match</p><p>- PTO: paid holidays and additional paid time off</p>
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
<p>We are looking for a detail-oriented Accounts Payable Analyst to join our team in Tampa, Florida. In this role, you will play a key part in ensuring the accurate and timely processing of invoices, payments, and reconciliations while supporting the corporate accounting department. The ideal candidate will bring strong analytical skills, a solid understanding of accounting principles, and a commitment to delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Review, reconcile, and process vendor invoices, statements, and account currents to ensure timely payments.</p><p>• Handle payment processing, including checks, wire transfers, and electronic transactions, on a weekly basis.</p><p>• Investigate and resolve invoice discrepancies by coordinating with branches and carriers.</p><p>• Monitor and collect outstanding debits from carriers while maintaining accurate records.</p><p>• Assist with month-end close processes and financial reconciliations.</p><p>• Collaborate with the team to identify opportunities for process improvements and implement solutions.</p><p>• Deliver excellent customer service by addressing inquiries and providing prompt resolutions.</p><p><br></p><p>This is a permanent opportunity that will pay up to $65,000 depending upon experience. Please apply to Jane Gearhart if interested! </p>
