<p>55,000 - 65,000</p><p><br></p><p>Benefits</p><ul><li>paid time off</li><li>health insurance</li><li>401k</li></ul><p>A local company in Monmouth county is seeking a Credit Analyst to join their team The Credit Analyst will be working in the Credit Risk Management department and will be responsible for the analysis of financial statements, credit reports and other reports to assess risk. The company is looking to start asap and offers an excellent benefits and compensation package.</p>
<p>We are looking for a dedicated Credit Analyst to join our team in Easton, Pennsylvania. This position is within the manufacturing industry, offering a great opportunity to contribute to financial operations and ensure the accuracy of accounts receivable processes. The ideal candidate will have a keen eye for detail, strong communication skills, and a solid understanding of credit analysis and deduction resolution.</p><p><br></p><p>Responsibilities:</p><p>• Manage the Accounts Receivable Prepayment process efficiently and accurately.</p><p>• Coordinate with customers, logistics, and sales teams to handle all correspondence related to prepayment requests.</p><p>• Lead weekly meetings with credit and sales teams to review and address open or overdue prepayment orders.</p><p>• Investigate and resolve chargeback deductions for assigned customers in a timely manner.</p><p>• Assist with audits and fulfill other financial data requests as required.</p><p>• Monitor and maintain accurate trial balances to support financial reporting.</p><p>• Develop and update price lists to ensure accurate credit evaluations.</p><p>• Collaborate on corporate credit policy updates and ensure adherence to company standards.</p>
<p>Are you a detail-oriented finance professional with a passion for risk assessment and financial analysis? Our client is seeking a <strong>Credit Analyst</strong> to join their <strong>Credit and Collections</strong> team. In this critical role, you will assess creditworthiness, analyze complex financial data, and help shape the organization's lending strategies. Your expertise will play a key role in making informed credit decisions aligned with corporate goals.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Evaluate the creditworthiness of clients to determine the level of risk associated with extending credit.</li><li>Analyze financial statements, tax returns, and related financial data for clients.</li><li>Conduct comparative analyses of clients based on liquidity, profitability, and overall creditworthiness.</li><li>Establish repayment terms, including minimum and maximum amounts, based on customers’ income, payment history, and purchasing patterns.</li><li>Address customer complaints and confirm transactions through effective consultation and problem-solving.</li><li>Response to credit and audit requests.</li><li>Participates in the development and execution of risk mitigation strategies</li></ul><p><br></p>
Robert Half Finance & Accounting Contract Talent is currently seeking a Jr. Credit Analyst. This role will assess the creditworthiness of individuals and businesses to determine the risk involved in extending credit. The position is customer-facing and involves collaboration across multiple departments to support accurate credit decisions. Essential Responsibilities: Analyze credit data and financial statements to assess risk in extending credit. Compare businesses based on liquidity, profitability, and creditworthiness. Use software, including Navision and Microsoft Excel, to evaluate financial status and produce ratios. Review credit applications and compile reports recommending approval or denial. Set repayment terms based on earnings, payment history, and purchase activity. Respond to credit and audit inquiries and resolve customer concerns. Contribute to risk mitigation strategies and perform ad-hoc reporting. Perform other duties as assigned by management. Qualifications: Proficiency in Microsoft Office Suite and experience with Navision. Strong analytical, financial analysis, and problem-solving skills. Excellent attention to detail and organizational skills. Strong interpersonal skills and ability to communicate clearly with customers. Positive and detail oriented attitude. Robert Half Finance & Accounting Contract Talent is currently seeking experience in candidates. If you meet the qualifications and are ready to take the next step, call us at (314) 262-4344 for immediate consideration. We look forward to speaking with experience in candidates!
We are looking for an experienced Credit Analyst to join our team in Richmond, Virginia. In this role, you will play a key part in evaluating creditworthiness, managing accounts receivable, and providing detailed financial reporting. This position offers an opportunity to contribute to critical decision-making processes and ensure the financial stability of our operations.<br><br>Responsibilities:<br>• Assess the creditworthiness of new accounts by analyzing financial data and documentation.<br>• Monitor accounts receivable and ensure timely collection of outstanding balances.<br>• Prepare and present comprehensive financial reports to support credit decisions.<br>• Collaborate with internal teams to review and process credit applications efficiently.<br>• Conduct thorough evaluations of commercial credit and collections to mitigate risks.<br>• Identify and address discrepancies within accounts or payment cycles.<br>• Support the implementation of effective credit policies and procedures.<br>• Provide recommendations to improve credit and collection strategies.<br>• Maintain up-to-date records of credit and collection activities.<br>• Ensure compliance with industry standards and company policies.
<p>We are looking for an experienced B2B Accounts Receivable / Credit Analyst to join our team in Richardson, Texas, on a Contract-to-Permanent basis. This role involves managing collections, researching payment discrepancies, and ensuring accurate cash applications, all while maintaining strong communication with customers and internal teams. Ideal candidates will have a proven background in commercial collections and manufacturing industry experience.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research to resolve payment discrepancies and locate missing payments.</p><p>• Manage the collection of receivables within established terms and conditions.</p><p>• Assist with accounts receivable cleanup by contacting customers to confirm payment statuses.</p><p>• Apply customer payments accurately and ensure compliance with company policies.</p><p>• Collaborate with internal teams to address disputes and improve collection processes.</p><p>• Maintain detailed records of collections and reconciliation activities.</p><p>• Utilize systems such as JD Edwards and Salesforce to streamline tasks and enhance efficiency.</p><p>• Provide recommendations on improving billing, collections, and cash application processes.</p><p>• Communicate effectively with external customers and internal departments to resolve issues promptly.</p>
We are looking for a meticulous Credit Analyst to join our team in Greenville, South Carolina. In this Contract to Permanent position, you will play a critical role in assessing creditworthiness, analyzing financial data, and supporting lending decisions. This is an excellent opportunity for a skilled individual to contribute to a dynamic team while ensuring compliance with industry standards.<br><br>Responsibilities:<br>• Evaluate and analyze credit applications by entering, updating, and retrieving relevant information.<br>• Assess the creditworthiness of applicants by conducting detailed reviews of financial data and cash flow.<br>• Perform cash flow analyses for businesses to determine potential risks associated with extending credit.<br>• Calculate financial ratios to assess the level of risk for financial institutions when offering loans or credit.<br>• Ensure compliance with lending policies and regulatory protocols throughout all credit evaluations.<br>• Respond to inquiries from lenders, providing accurate and timely information.<br>• Review proposals and provide guidance to less experienced team members, addressing their questions effectively.<br>• Assist in company and client audits by preparing and presenting necessary financial documentation.
We are looking for a skilled Credit Analyst to join our team on a contract basis in Jackson, Tennessee. In this role, you will play a critical part in managing financial records, analyzing accounts, and ensuring accurate cash applications. This position offers an excellent opportunity to contribute to the team's success while working on-site Monday through Friday.<br><br>Responsibilities:<br>• Conduct thorough research of receivables to ensure accurate financial documentation and reconciliation.<br>• Manage and record expenses, ensuring timely payments to vendors.<br>• Investigate intercompany accounts to determine the appropriate allocation of funds.<br>• Utilize cash application expertise to resolve and correct misapplied transactions.<br>• Address backlog issues by streamlining processes and ensuring timely application of payments.<br>• Maintain and update records using QuickBooks and Excel.<br>• Collaborate with other departments to ensure smooth financial operations.<br>• Identify and address discrepancies in financial data to maintain accuracy.<br>• Provide support in commercial credit collections, ensuring compliance with company policies.<br>• Analyze credit applications and provide recommendations based on financial data.
We are looking for an experienced Credit Analyst to join our team in Brookfield, Wisconsin. This role will focus on managing credit and underwriting operations for small-ticket loans and equipment leases, while also contributing to the company’s strategic growth initiatives. The ideal candidate will have a strong background in commercial credit analysis and leadership, with a commitment to delivering exceptional service and maintaining regulatory compliance.<br><br>Responsibilities:<br>• Oversee credit and underwriting processes for small-ticket loans and equipment leases, ranging from $10,000 to $250,000 or more.<br>• Provide leadership and mentorship to a team of credit analysts and underwriters, including setting credit authorities and training programs.<br>• Review and approve complex transactions, ensuring they align with company guidelines while addressing exceptions when necessary.<br>• Develop and implement scalable credit scoring models and automated underwriting systems to improve efficiency.<br>• Collaborate with Sales, Operations, and Customer Service teams to ensure timely processing and an exceptional customer experience.<br>• Monitor portfolio performance, focusing on delinquency rates and loss metrics, and take proactive measures to mitigate risks.<br>• Maintain compliance with regulatory requirements and prepare for annual audits.<br>• Update and refine Ideal Customer profiles on a regular basis to align with business needs.<br>• Serve as a member of the Executive Leadership Team, contributing to strategic planning and risk management initiatives.
We are looking for a detail-oriented Credit Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing accounts receivable, ensuring timely collection of past-due balances, and maintaining accurate financial records. The ideal candidate will possess strong analytical skills and the ability to collaborate effectively with cross-functional teams.<br><br>Responsibilities:<br>• Communicate with customers to secure payments for outstanding accounts receivable.<br>• Collaborate with sales, customer service, and distribution teams to facilitate timely customer shipments.<br>• Review and monitor credit holds and daily accounts receivable reports.<br>• Access banking portals to download and reconcile receipts, ensuring accurate daily financial totals.<br>• Retrieve remittance details and chargeback information from customer portals for accurate account application.<br>• Process approved payment deductions promptly and redirect disputes to appropriate departments.<br>• Support accounts receivable analysis and provide commentary for external auditors and banking representatives.<br>• Regularly review account aging reports and prepare customer-specific updates for management.<br>• Document collection activities for overdue accounts and escalate unresolved cases to management or external agencies.<br>• Investigate and resolve account discrepancies while maintaining appropriate credit holds for assigned accounts.
<p>We are looking for a skilled Bank Credit Analyst to join our team on a Contract basis in Scottsdale, Arizona. This position involves supporting a startup financial institution, focusing on credit underwriting and cash flow analysis. The role requires a strong background in commercial credit analysis and loan underwriting, with the ability to work onsite or in a hybrid schedule.</p><p><br></p><p>Responsibilities:</p><p>• Analyze and underwrite new credit originations, ensuring compliance with financial policies and regulations.</p><p>• Prepare detailed loan presentations using templates, highlighting risks, covenants, and key financial information.</p><p>• Conduct personal and business credit spreads, including cash flow modeling and analysis.</p><p>• Monitor loan covenants and assess financial performance to identify potential risks.</p><p>• Utilize credit reporting tools such as Abrigo and Experian to gather and evaluate credit information.</p><p>• Provide support for residential mortgage-related tasks, including credit evaluation with CredCo systems.</p><p>• Collaborate with the team to ensure accurate and timely credit reporting and documentation.</p><p>• Manage portfolio reviews and contribute to maintaining a strong approval process.</p><p>• Assist in the preparation of financial reports and presentations for decision-making purposes.</p><p>• Work overtime when necessary to meet deadlines and maintain productivity.</p>
<p>Looking for a Senior Credit Analyst in Commercial and Industrial (C& I) Lending to join our growing client with new offices in Southern NH & Northshore MA. The Credit Analyst is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p>Looking for a Credit Analyst in Commercial and Industrial (C& I) Lending to join our growing client here in the Greater Boston area. The Credit Analyst is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><u>Key Responsibilities</u></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 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>We are seeking a dedicated professional to lead and oversee credit underwriting and commercial loan administration functions within our Credit Department. This role places a strong emphasis on staff development, training, and ensuring streamlined processes for effective pipeline management, loan documentation, loan closings, and overall operational efficiency.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Lead and manage a team of commercial credit analysts/underwriters responsible for assessing credit risk, preparing credit proposal summaries, conducting annual reviews, processing loan modifications, and developing internal approval documentation for both performing and non-performing borrowers.</li><li>Oversee commercial loan administrators managing loan documentation, closing processes, and specialized servicing tasks.</li><li>Drive training initiatives to enhance team expertise, support career development, and deliver an exceptional customer experience.</li><li>Ensure efficient workflow by managing the department pipeline and chairing weekly pipeline meetings to oversee progress and prioritization.</li><li>Personally underwrite complex commercial loan requests, ensuring sound assessments and proposals.</li><li>Collaborate with senior leadership to propose and implement policies and procedures aimed at optimizing credit operations.</li><li>Actively contribute to various bank committees as assigned.</li><li>Maintain adherence to all applicable regulatory requirements and perform other duties as assigned.</li></ul>
We are looking for a detail-oriented Financial Analyst to join our team in Shreveport, Louisiana. In this role, you will analyze financial data, manage credit metrics, and provide insights that drive strategic decisions. This position offers an excellent opportunity to develop your skills in financial analysis, forecasting, and reporting.<br><br>Responsibilities:<br>• Evaluate credit metrics to prepare and assess customer credit decisions, offering recommendations on approval limits and risk categories.<br>• Design and maintain dashboards and reports to monitor trends in payment behavior, credit utilization, and account exposure.<br>• Collaborate with cross-functional teams, including Sales, Customer Service, and Accounting, to ensure seamless data communication and reporting.<br>• Assist in forecasting cash flow projections by identifying trends and contributing to customer risk assessments.<br>• Maintain accurate documentation, approvals, and data entries to support audit compliance.<br>• Provide insights that link financial data to business strategies and operational outcomes.<br>• Support the development and implementation of financial systems and processes to enhance credit analysis.<br>• Address discrepancies and ensure the accuracy of financial reports and credit reviews.<br>• Monitor financial performance and recommend adjustments to optimize credit risk management.<br>• Train on company-specific credit metrics to advance expertise in FP& A and credit analysis.
<p>We are looking for a skilled Financial Analyst - Tax Credit Specialist to join our team in Knoxville, Tennessee. In this role, you will play a key part in analyzing financial data, ensuring compliance with tax credit regulations, and supporting strategic decision-making processes. This is an excellent opportunity for professionals with a strong background in financial modeling and tax credit analysis to make a meaningful impact.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed financial analysis and modeling to support business decisions and evaluate investment opportunities.</p><p>• Conduct variance analysis to identify trends and discrepancies in financial performance.</p><p>• Utilize data mining techniques to extract, analyze, and interpret financial information.</p><p>• Ensure compliance with Low-Income Housing Tax Credit (LIHTC) regulations and related tax credit requirements.</p><p>• Prepare ad hoc financial reports and analyses to address specific business needs.</p><p>• Collaborate with cross-functional teams to provide insights and recommendations based on financial data.</p><p>• Monitor and report on the performance of tax credit investments, highlighting key findings.</p><p>• Develop and maintain accurate financial documentation and records for audit and compliance purposes.</p><p>• Assist in the preparation of presentations for stakeholders and senior management.</p><p>• Stay current with industry trends and regulatory changes impacting tax credit programs.</p><p><br></p><p>The position is 100% onsite and will require someone to live in the Knoxville area. For immediate consideration please contact Lisa Coker at 865-370-2084 to set up an interview</p>
• Build and maintain strong relationships with key customers throughout the Accounts Receivable process.<br>• Engage with our valued customers via outbound phone calls and email to collect on payments owed.<br>• Perform account reconciliations as needed to ensure accounting records are aligned.<br>• Partners with our branch managers and regional managers to align on appropriate payment strategies for past due accounts<br>• Achieve accounts receivable KPI’s, including daily call volume, and accounts receivable percent over 60 days.<br>• Understands and communicates the account receivables policy.<br>• Effectively resolves issues in a positive, professional manner.<br>• Communicate effectively in a prompt courteous and customer-oriented manner<br>• Drive innovative solutions on past-due accounts where standard accounts receivable procedures have failed<br>• Analysis of any changes in payment patterns and recommend customers for credit evaluation.<br>• Refers uncollectable past due accounts to Credit Manager for review of possible collection or bade debt write off<br>• Ensures accurate customer files and customer billing information is up to date<br>• Responds to bankruptcy notices, returned checks, uncashed checks and bank credit card disputes<br>• Other duties as assigned.<br>Qualifications<br><br>• 2+ years of experience as a Credit Analyst, Accounts Receivable Specialist, or related field.<br>• You are detail-oriented, have a passion for customer service and strong interpersonal skills<br>• You want to be a great team player and possess the ability to collaborate and adapt in partnering with stakeholders across the business.<br>• You are self-motivated, goal-oriented, possess the ability to learn quickly and work effectively in a fast-paced work environment.<br>• Experience in handling a large volume, small dollar portfolio<br>• Excellent communication and interpersonal skills, including the ability to negotiate satisfactory business resolutions<br>• You are self-motivated, customer-centric, and highly organized.<br>• Experience reconciling AR accounts a plus.<br>• Experience training, mentoring other team members a plus.<br>• Ability to handle confidential or sensitive information with discretion<br>• Microsoft office: Excel and Word<br>• Experience with Davisware Global Edge is a plus<br>• Must pass a pre-employment drug screen and criminal background check
We are looking for a detail-oriented AML/KYC Analyst to join our team in Newark, Delaware. This Contract to permanent 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 while maintaining the integrity of the "Know Your Client" program.<br><br>Responsibilities:<br>• Conduct in-depth Enhanced Due Diligence (EDD) investigations for commercial loan borrowers, ensuring compliance with credit policies and regulatory standards.<br>• Perform thorough reviews of new and existing client relationships, ensuring accuracy and completeness of Know Your Client (KYC) documentation.<br>• Review and assess potential negative news alerts for new clients and during periodic client reviews, escalating findings when necessary.<br>• Evaluate prospect client profiles prior to onboarding, providing well-supported recommendations to relevant stakeholders.<br>• Utilize internal banking systems and external research tools to gather, analyze, and document investigation findings.<br>• Collaborate with team members and other departments to resolve discrepancies and gather additional information if required.<br>• Provide timely and well-supported decisions during investigations, ensuring compliance with the Patriot Act and other applicable regulations.<br>• Maintain up-to-date knowledge of industry standards and complete required training programs.<br>• Support quality assurance efforts to uphold the integrity of the KYC program.<br>• Perform additional duties as assigned to support the team and organizational goals.
We are looking for a meticulous Deductions Analyst to join our team in Bristol, Pennsylvania. In this role, you will be responsible for managing client deductions, analyzing trends, and ensuring accurate resolution of claims. This position is ideal for someone with a strong background in accounts receivable and a keen problem-solving mindset.<br><br>Responsibilities:<br>• Investigate and resolve client deductions, including promotional discounts, pricing discrepancies, shipping claims, rebates, freight charges, and product returns.<br>• Analyze trends in incoming deductions and propose actionable solutions to address recurring issues.<br>• Collaborate with internal teams to research and validate the legitimacy of client claims.<br>• Prioritize tasks efficiently to handle multiple responsibilities and make informed decisions.<br>• Work independently to ensure accurate and timely processing of deductions.<br>• Maintain clear and effective communication with clients and internal stakeholders.<br>• Utilize relevant systems to track and process deductions effectively.<br>• Perform additional duties and projects as assigned to support the accounts receivable department.
<p>Our client is a Commercial Bank in the Greater Boston area looking to bring onboard Credit Officers. There are multiple open positions at different levels of seniority. The role is hybrid, 3 days in their office outside of Boston.</p><p>The Credit Officer plays a critical role in managing credit risk and ensuring the quality of the loan portfolio, with great experience in the C& I space. This includes assessing borrowers' capacity to generate sustainable cash flows through comprehensive analyses of financial, managerial, and industry factors. Core responsibilities involve preparing written credit assessments, conducting due diligence, and reviewing financial statements to inform loan decisions and identify potential risks. Additionally, the Credit Officer supports other bank functions like risk management, regulatory compliance, and loan reviews while collaborating with lending officers to validate loan ratings and maintain credit quality. The position also requires mentoring junior analysts, preparing various credit-related reports, and identifying cross-sell opportunities for bank offerings. Strong qualifications for this role include formal credit training, familiarity with regulations, financial acumen, and project management skills.</p><p><br></p><p>Please reach out to Thatiane Abrantes if interested and apply if you can make it to the office on a hybrid schedule. No sponsorship is offered for this position.</p>
<p>We are looking for a dedicated Accounting Analyst to join our client's team in Irmo, SC. This role requires someone with a strong understanding of financial processes, a keen eye for detail, and the ability to handle repetitive daily tasks with efficiency and precision. The ideal candidate will thrive in a structured environment and excel at managing high-volume reconciliations and banking activities.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Perform daily reconciliations for multiple accounts, ensuring accuracy and resolving discrepancies promptly.</p><p>• Monitor account balances to prevent negative outcomes and maintain overall financial stability.</p><p>• Manage escrow client accounts with a thorough understanding of transaction flows, including debits and credits.</p><p>• Process check runs three times daily, including pulling funds, reviewing for voids, and issuing refunds.</p><p>• Execute banking activities such as ACH transfers and positive pay transactions with precision.</p><p>• Ensure proper allocation of transactions within QuickBooks, addressing errors and maintaining clean records.</p><p>• Collaborate with other divisions to handle daily financial operations effectively.</p><p>• Apply critical thinking to identify and correct issues within financial processes, ensuring transactions zero out appropriately.</p><p>• Utilize Microsoft Excel skills for reporting and analysis, ensuring data integrity.</p><p>• Maintain professionalism and focus on tasks, avoiding distractions and contributing to a productive work environment.</p>
<p>Salary: $100,000 - $130,000 + Bonus</p><p>Location: Hybrid- Wilmington, DE</p><p>Preferred Industries: Manufacturing or similar</p><p>Key experience: Experience with Kyriba or similar Treasury Workstations</p><p><br></p><p>**Senior Treasury Analyst / Cash Manager**</p><p><br></p><p>**About the Role**</p><p>We are seeking an experienced Senior Treasury Analyst (Cash Manager) to join a growing Corporate Treasury team. This role is critical in managing liquidity, investments, and risk management activities, ensuring the organization has the necessary cash flow for operations and strategic initiatives while optimizing treasury processes and controls. The position also collaborates globally, coordinates with banking partners, and leads treasury-related projects.</p><p><br></p><p>This role offers flexible work arrangements: on-site, hybrid (preferred), or fully remote within most U.S. locations.</p><p><br></p><p>**Responsibilities**</p><p><br></p><p>* Manage daily cash positioning and forecasting across multiple regions and subsidiaries</p><p>* Oversee bank fees and ensure accurate pricing</p><p>* Maintain and optimize Treasury Workstation and bank portals</p><p>* Perform cash flow forecasting and variance analysis to support borrowing and investment decisions</p><p>* Consult on U.S. cash management processes and support cross-functional relationships (A/P, A/R, Payroll)</p><p>* Prepare Treasury and Management reporting; provide backup support for other Treasury processes</p><p>* Support KYC, AML, audit, regulatory, and credit requirements</p><p><br></p><p>**Required Qualifications**</p><p><br></p><p>* Bachelor’s degree</p><p>* Minimum 3 years of progressive Corporate Treasury experience</p><p>* Prior experience with cash management and short-term investing</p><p>* Hands-on experience with Treasury Workstations</p><p>* Background in a large-scale (\$2B+ revenue) corporate environment, preferably global and within manufacturing or a related industry</p><p>* Experience managing subsidiary liquidity and bank account administration (opening/closing accounts, maintaining access, and signatories)</p><p>* Strong analytical skills, attention to detail, advanced Excel/financial modeling, and project management abilities</p><p>* Ability to lead and support treasury initiatives and projects</p><p>* Willingness to travel up to 10%</p><p><br></p><p>**Desired Qualifications**</p><p><br></p><p>* MBA preferred</p><p>* CTP/CCM certification</p><p>* Experience with Kyriba or similar Treasury Workstations</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>
We are looking for a detail-oriented Financial Analyst/Manager to join our team in Minneapolis, Minnesota. The ideal candidate will play a pivotal role in analyzing financial data, developing models, and providing insights to support strategic decisions. This position offers an opportunity to collaborate with cross-functional teams and drive improvements in profitability and financial processes.<br><br>Responsibilities:<br>• Analyze gross profit trends to identify key drivers, including cost reductions, material variances, and logistics impacts.<br>• Collaborate with sales teams to evaluate the influence of market trends, discounts, and pricing strategies on gross profit.<br>• Develop and maintain robust financial models to support budgeting, forecasting, and strategic planning processes.<br>• Conduct variance analysis to identify discrepancies between actual results and budgeted figures, providing actionable recommendations.<br>• Manage annual budget preparation and oversee ongoing budget monitoring processes.<br>• Improve financial systems and processes to enhance reporting accuracy and efficiency.<br>• Deliver detailed reports and presentations to stakeholders, highlighting key financial performance metrics.<br>• Provide insights and recommendations to support long-term business growth and profitability.<br>• Partner with other departments to ensure alignment of financial strategies with organizational goals.<br>• Monitor industry trends and market data to inform decision-making and strategic planning.
<p>A data security and risk solutions company is seeking a detail-oriented and reliable Jr. Compliance Analyst to support their compliance team on a contract-to-hire basis. This is a junior-level opportunity ideal for early-career professionals or recent graduates looking to gain hands-on experience in compliance, consumer protection, or data governance — with the potential to transition into a permanent role. This position supports compliance operations related to the Fair Credit Reporting Act (FCRA) and bankruptcy risk processes. Responsibilities include investigating and documenting consumer complaints, drafting and sending templated correspondence, and reviewing court records and incoming data. While the tasks are repetitive, they are essential to the company’s legal obligations and must be completed with accuracy and professionalism. The ideal candidate is someone who thrives in a structured, detail-oriented environment, is proactive and coachable, and is motivated to contribute to a high-volume workflow as part of a collaborative and mission-driven team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Investigate, log, and respond to consumer complaints related to FCRA and bankruptcy risk issues</li><li>Draft correspondence using pre-approved templates; enter client data, print, and mail letters within a 30-day response window</li><li>Analyze and organize disputes and inquiries received through mail, email, and voicemail</li><li>Review and log incoming data and ensure accurate, timely documentation</li><li>Conduct legal data research, including reviewing court records</li><li>Prepare and submit both internal and external reports</li><li>Collaborate with internal departments and the compliance team to implement workflow improvements</li><li>Prioritize and manage daily tasks efficiently in a fast-paced environment</li></ul><p><br></p>
